Allen Mooney & Barnes Investment Advisors
Latest statistics and disclosures from Allen Mooney & Barnes Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GOOGL, MSFT, AMZN, AXP, and represent 22.82% of Allen Mooney & Barnes Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: KVUE (+$12M), MDT, MSFT, DXCM, TSLA, XOM, LYB, TSCO, SNA, EFA.
- Started 3 new stock positions in DXCM, KVUE, SNA.
- Reduced shares in these 10 stocks: AMZN, VXUS, DG, AAPL, AXP, JPM, PLTR, FLO, COP, WM.
- Sold out of its positions in CI, CARR, DNMR, F, AJG, IEI, LMT, VXUS, VFH.
- Allen Mooney & Barnes Investment Advisors was a net buyer of stock by $4.7M.
- Allen Mooney & Barnes Investment Advisors has $593M in assets under management (AUM), dropping by 0.92%.
- Central Index Key (CIK): 0002001461
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Portfolio Holdings for Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors holds 149 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Stock (AAPL) | 7.0 | $41M | 165k | 250.42 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 4.5 | $27M | 142k | 189.30 |
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| Microsoft Corp Stock (MSFT) | 4.2 | $25M | +2% | 59k | 421.50 |
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| Amazon Stock (AMZN) | 3.7 | $22M | -5% | 99k | 219.39 |
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| American Express Stock (AXP) | 3.4 | $20M | -3% | 69k | 296.79 |
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| Jpmorgan Chase & Co Stock (JPM) | 3.3 | $19M | -2% | 81k | 239.71 |
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| Exxon Mobil Corp Stock (XOM) | 2.8 | $17M | 156k | 107.57 |
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| Blackrock Stock (BLK) | 2.6 | $16M | 15k | 1025.11 |
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| Lowes Cos Stock (LOW) | 2.6 | $15M | 62k | 246.80 |
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| Abbvie Stock (ABBV) | 2.5 | $15M | 84k | 177.70 |
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| Deere & Co Stock (DE) | 2.4 | $14M | 34k | 423.70 |
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| American Elec Pwr Stock (AEP) | 2.3 | $13M | 146k | 92.23 |
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| Schwab Charles Corp Stock (SCHW) | 2.2 | $13M | 180k | 74.01 |
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| Cummins Stock (CMI) | 2.2 | $13M | -2% | 37k | 348.60 |
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| Honeywell Intl Stock (HON) | 2.1 | $13M | 56k | 225.89 |
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| Cisco Sys Stock (CSCO) | 2.0 | $12M | 198k | 59.20 |
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| Metlife Stock (MET) | 2.0 | $12M | 143k | 81.88 |
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| Kenvue Stock (KVUE) | 2.0 | $12M | NEW | 547k | 21.35 |
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| Spdr S&p 500 Etf Trust Etf (SPY) | 1.9 | $12M | 20k | 586.08 |
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| Prudential Finl Stock (PRU) | 1.9 | $11M | 97k | 118.53 |
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| Unitedhealth Group Stock (UNH) | 1.8 | $11M | 22k | 505.86 |
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| Enterprise Prods Partners Stock (EPD) | 1.8 | $11M | 340k | 31.36 |
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| Lyondellbasell Industries N V Shs - A - Stock (LYB) | 1.7 | $10M | +3% | 138k | 74.27 |
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| Medtronic Stock (MDT) | 1.7 | $10M | +7% | 128k | 79.88 |
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| Dollar Gen Corp Stock (DG) | 1.7 | $10M | -6% | 133k | 75.82 |
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| Altria Group Stock (MO) | 1.7 | $10M | 191k | 52.29 |
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| L3harris Technologies Stock (LHX) | 1.6 | $9.6M | 46k | 210.28 |
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| International Business Machs Stock (IBM) | 1.5 | $9.2M | -2% | 42k | 219.83 |
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| Conocophillips Stock (COP) | 1.2 | $7.4M | -4% | 75k | 99.17 |
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| Equifax Stock (EFX) | 1.2 | $7.3M | 29k | 254.85 |
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| Pepsico Stock (PEP) | 1.2 | $6.9M | +2% | 46k | 152.06 |
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| Aflac Stock (AFL) | 1.1 | $6.7M | 64k | 103.44 |
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| Visa Inc Com Cl A Stock (V) | 1.1 | $6.3M | 20k | 316.04 |
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| Citigroup Stock (C) | 1.0 | $6.0M | 85k | 70.39 |
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| Diageo Adr (DEO) | 1.0 | $5.8M | +2% | 46k | 127.13 |
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| At&t Stock (T) | 0.9 | $5.6M | -2% | 247k | 22.77 |
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| Disney Walt Stock (DIS) | 0.9 | $5.6M | 50k | 111.35 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.9 | $5.4M | +4% | 72k | 75.61 |
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| Applied Matls Stock (AMAT) | 0.8 | $4.6M | 28k | 162.63 |
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| Vanguard Small-cap Etf Etf (VB) | 0.7 | $4.2M | 18k | 240.28 |
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| Walmart Stock (WMT) | 0.7 | $4.1M | 46k | 90.35 |
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| Eli Lilly & Co Stock (LLY) | 0.7 | $4.1M | +2% | 5.2k | 772.01 |
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| Flowers Foods Stock (FLO) | 0.7 | $4.0M | -8% | 194k | 20.66 |
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| Vanguard Mid-cap Etf Etf (VO) | 0.6 | $3.5M | -4% | 13k | 264.14 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.6 | $3.3M | -2% | 6.2k | 538.80 |
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| Chevron Corp Stock (CVX) | 0.5 | $2.8M | +8% | 20k | 144.84 |
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| Coca Cola Stock (KO) | 0.4 | $2.6M | 41k | 62.26 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.4 | $2.6M | 5.6k | 453.28 |
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| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.4 | $2.5M | 59k | 41.82 |
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| Merck & Co Stock (MRK) | 0.4 | $2.3M | 23k | 99.48 |
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| Southern Stock (SO) | 0.4 | $2.3M | 27k | 82.32 |
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| Danaher Corporation Stock (DHR) | 0.3 | $2.0M | 8.9k | 229.55 |
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| Stanley Black & Decker Stock (SWK) | 0.3 | $2.0M | -4% | 25k | 80.29 |
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| Bristol-myers Squibb Stock (BMY) | 0.3 | $1.9M | -9% | 33k | 56.56 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.3 | $1.8M | 3.5k | 511.16 |
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| Starbucks Corp Stock (SBUX) | 0.3 | $1.7M | -12% | 19k | 91.25 |
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| Gilead Sciences Stock (GILD) | 0.3 | $1.5M | -11% | 17k | 92.37 |
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| Procter And Gamble Stock (PG) | 0.3 | $1.5M | 8.8k | 167.65 |
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| Ishares Russell 3000 Etf Etf (IWV) | 0.2 | $1.4M | 4.2k | 334.25 |
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| Mcdonalds Corp Stock (MCD) | 0.2 | $1.4M | 4.8k | 289.89 |
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| Goldman Sachs Group Stock (GS) | 0.2 | $1.4M | 2.4k | 572.71 |
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| Nvidia Corporation Stock (NVDA) | 0.2 | $1.4M | +6% | 10k | 134.29 |
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| Truist Finl Corp Stock (TFC) | 0.2 | $1.3M | -2% | 30k | 43.38 |
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| Johnson & Johnson Stock (JNJ) | 0.2 | $1.2M | 8.3k | 144.62 |
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| Verizon Communications Stock (VZ) | 0.2 | $1.2M | -6% | 30k | 39.99 |
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| Archer Daniels Midland Stock (ADM) | 0.2 | $1.1M | -12% | 23k | 50.52 |
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| Us Bancorp Del Stock (USB) | 0.2 | $1.1M | -16% | 23k | 47.83 |
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| Intercontinental Exchange Stock (ICE) | 0.2 | $1.1M | 7.4k | 149.01 |
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| Philip Morris Intl Stock (PM) | 0.2 | $993k | 8.2k | 120.35 |
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| Vanguard Total International Bond Etf Etf (BNDX) | 0.2 | $937k | 19k | 49.05 |
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| Tesla Stock (TSLA) | 0.2 | $931k | +85% | 2.3k | 403.84 |
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| Global Pmts Stock (GPN) | 0.2 | $921k | 8.2k | 112.06 |
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| Hologic Stock (HOLX) | 0.1 | $883k | 12k | 72.09 |
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| Palantir Technologies Inc Cl A Stock (PLTR) | 0.1 | $870k | -37% | 12k | 75.63 |
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| Duke Energy Corp Stock (DUK) | 0.1 | $863k | 8.0k | 107.73 |
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| Pimco Mun Income Fd Ii Cef (PML) | 0.1 | $861k | 106k | 8.09 |
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| Oracle Corp Stock (ORCL) | 0.1 | $840k | -4% | 5.0k | 166.66 |
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| Caterpillar Stock (CAT) | 0.1 | $824k | -12% | 2.3k | 362.76 |
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| Cardinal Health Stock (CAH) | 0.1 | $809k | 6.8k | 118.27 |
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| Fiserv Stock (FI) | 0.1 | $803k | -2% | 3.9k | 205.42 |
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| Valmont Inds Stock (VMI) | 0.1 | $797k | 2.6k | 306.63 |
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| Meta Platforms Inc Cl A Stock (META) | 0.1 | $777k | +8% | 1.3k | 585.68 |
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| Nextera Energy Stock (NEE) | 0.1 | $771k | 11k | 71.69 |
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| Clorox Co Del Stock (CLX) | 0.1 | $733k | 4.5k | 162.41 |
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| Bank America Corp Stock (BAC) | 0.1 | $732k | 17k | 43.95 |
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| Pfizer Stock (PFE) | 0.1 | $686k | +14% | 26k | 26.53 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.1 | $664k | -16% | 3.5k | 190.46 |
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| Phillips 66 Stock (PSX) | 0.1 | $617k | 5.4k | 113.92 |
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| Fortinet Stock (FTNT) | 0.1 | $612k | -2% | 6.5k | 94.48 |
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| Broadcom Stock (AVGO) | 0.1 | $600k | -7% | 2.6k | 231.81 |
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| Stryker Corporation Stock (SYK) | 0.1 | $584k | +5% | 1.6k | 360.16 |
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| Costco Whsl Corp Stock (COST) | 0.1 | $581k | -3% | 634.00 | 916.44 |
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| Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.1 | $576k | 1.0k | 569.58 |
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| Union Pac Corp Stock (UNP) | 0.1 | $576k | +2% | 2.5k | 228.03 |
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.1 | $544k | 1.4k | 401.61 |
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| Ameris Bancorp Stock (ABCB) | 0.1 | $532k | 8.5k | 62.57 |
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| Ishares Russell Midcap Etf Etf (IWR) | 0.1 | $530k | 6.0k | 88.40 |
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| Ishares Russell 1000 Etf Etf (IWB) | 0.1 | $523k | 1.6k | 322.09 |
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| Spdr Gold Shares Etf (GLD) | 0.1 | $523k | +3% | 2.2k | 242.13 |
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| Home Depot Stock (HD) | 0.1 | $515k | 1.3k | 388.99 |
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| Waste Mgmt Inc Del Stock (WM) | 0.1 | $504k | -42% | 2.5k | 201.75 |
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| Discover Finl Svcs Stock (DFS) | 0.1 | $502k | 2.9k | 173.23 |
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| Rtx Corporation Stock (RTX) | 0.1 | $501k | 4.3k | 115.72 |
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| Bank Ozk Little Rock Ark Stock (OZK) | 0.1 | $494k | 11k | 44.53 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.1 | $479k | 814.00 | 588.99 |
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| Dexcom Stock (DXCM) | 0.1 | $477k | NEW | 6.1k | 77.77 |
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| Vanguard Intermediate-term Bond Etf Etf (BIV) | 0.1 | $472k | -9% | 6.3k | 74.74 |
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| Vanguard Growth Etf Etf (VUG) | 0.1 | $449k | +21% | 1.1k | 410.41 |
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| Vanguard Information Technology Etf Etf (VGT) | 0.1 | $443k | 713.00 | 621.80 |
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| Adobe Stock (ADBE) | 0.1 | $428k | +2% | 962.00 | 444.68 |
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| Ishares Preferred & Income Securities Etf Etf (PFF) | 0.1 | $416k | -3% | 13k | 31.44 |
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| Kkr & Co Stock (KKR) | 0.1 | $389k | 2.6k | 147.92 |
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| Pimco Mun Income Fd Iii Cef (PMX) | 0.1 | $384k | 52k | 7.36 |
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| Markel Group Stock (MKL) | 0.1 | $383k | -18% | 222.00 | 1726.23 |
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| Comcast Corp New Cl A Stock (CMCSA) | 0.1 | $371k | 9.9k | 37.53 |
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| BP Adr (BP) | 0.1 | $370k | 13k | 29.56 |
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| Marathon Pete Corp Stock (MPC) | 0.1 | $362k | +63% | 2.6k | 139.53 |
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| First Bancshares Inc Miss Stock (FBMS) | 0.1 | $351k | 10k | 35.00 |
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| Colgate Palmolive Stock (CL) | 0.1 | $339k | 3.7k | 90.90 |
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| Allstate Corp Stock (ALL) | 0.1 | $336k | 1.7k | 192.84 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.1 | $324k | 1.5k | 220.96 |
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| Dominion Energy Stock (D) | 0.1 | $322k | -17% | 6.0k | 53.86 |
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| Morgan Stanley Stock (MS) | 0.1 | $321k | 2.6k | 125.72 |
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| Booking Holdings Stock (BKNG) | 0.1 | $318k | +4% | 64.00 | 4968.42 |
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| Eaton Vance Mun Bd Cef (EIM) | 0.1 | $314k | +9% | 30k | 10.36 |
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| Vanguard Russell 1000 Value Etf Etf (VONV) | 0.1 | $313k | -38% | 3.8k | 81.26 |
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| 3M Stock (MMM) | 0.1 | $310k | 2.4k | 129.07 |
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| Tractor Supply Stock (TSCO) | 0.1 | $304k | +417% | 5.7k | 53.06 |
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| Qualcomm Stock (QCOM) | 0.0 | $294k | +4% | 1.9k | 153.60 |
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| Genuine Parts Stock (GPC) | 0.0 | $293k | -7% | 2.5k | 116.77 |
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| Wells Fargo Stock (WFC) | 0.0 | $291k | 4.1k | 70.24 |
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| General Mls Stock (GIS) | 0.0 | $284k | 4.5k | 63.77 |
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| Oneok Stock (OKE) | 0.0 | $281k | 2.8k | 100.40 |
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| Tjx Cos Stock (TJX) | 0.0 | $280k | 2.3k | 120.83 |
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| Iron Mtn Inc Del Reit (IRM) | 0.0 | $273k | 2.6k | 105.10 |
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| Generac Hldgs Stock (GNRC) | 0.0 | $268k | -4% | 1.7k | 155.05 |
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| Target Corp Stock (TGT) | 0.0 | $262k | +11% | 1.9k | 135.18 |
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| General Mtrs Stock (GM) | 0.0 | $258k | 4.8k | 53.27 |
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| Emerson Elec Stock (EMR) | 0.0 | $256k | 2.1k | 123.93 |
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| Intel Corp Stock (INTC) | 0.0 | $247k | -3% | 12k | 20.05 |
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| Snap On Stock (SNA) | 0.0 | $242k | NEW | 713.00 | 339.54 |
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| Fedex Corp Stock (FDX) | 0.0 | $241k | +8% | 858.00 | 281.39 |
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| Vanguard Health Care Etf Etf (VHT) | 0.0 | $231k | 910.00 | 253.69 |
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| Financial Select Sector Spdr Fund Etf (XLF) | 0.0 | $212k | 4.4k | 48.33 |
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| Northrop Grumman Corp Stock (NOC) | 0.0 | $212k | +11% | 452.00 | 469.39 |
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| Becton Dickinson & Co Stock (BDX) | 0.0 | $206k | -23% | 909.00 | 226.84 |
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| Abbott Labs Stock (ABT) | 0.0 | $200k | 1.8k | 113.12 |
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| Blackrock Enhanced Equity Divi Cef (BDJ) | 0.0 | $110k | 13k | 8.28 |
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| Nuveen Cr Strategies Income Cef (JQC) | 0.0 | $83k | 15k | 5.69 |
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Past Filings by Allen Mooney & Barnes Investment Advisors
SEC 13F filings are viewable for Allen Mooney & Barnes Investment Advisors going back to 2023
- Allen Mooney & Barnes Investment Advisors 2024 Q4 filed Jan. 14, 2025
- Allen Mooney & Barnes Investment Advisors 2024 Q3 filed Oct. 15, 2024
- Allen Mooney & Barnes Investment Advisors 2024 Q2 filed July 12, 2024
- Allen Mooney & Barnes Investment Advisors 2022 Q1 filed May 23, 2024
- Allen Mooney & Barnes Investment Advisors 2022 Q2 filed May 23, 2024
- Allen Mooney & Barnes Investment Advisors 2022 Q3 filed May 23, 2024
- Allen Mooney & Barnes Investment Advisors 2022 Q4 filed May 23, 2024
- Allen Mooney & Barnes Investment Advisors 2023 Q1 filed May 23, 2024
- Allen Mooney & Barnes Investment Advisors 2023 Q2 filed May 23, 2024
- Allen Mooney & Barnes Investment Advisors 2024 Q1 filed April 12, 2024
- Allen Mooney & Barnes Investment Advisors 2023 Q4 filed Jan. 22, 2024