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, XOM, CMI, and represent 19.47% of Allen Mooney & Barnes Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: DOW (+$15M), ADBE (+$12M), CBAN, EFA, EPD, LLY, MO, PEP, META, PML.
- Started 10 new stock positions in GE, WY, DOW, UPS, CHAT, IWD, VTI, IBIT, ABT, CBAN.
- Reduced shares in these 10 stocks: LYB (-$11M), KVUE (-$9.4M), FI, DIS, EOG, UNH, AAPL, CNC, GOOGL, .
- Sold out of its positions in DIS, AJG, GIS, KVUE, VHT.
- Allen Mooney & Barnes Investment Advisors was a net buyer of stock by $14M.
- Allen Mooney & Barnes Investment Advisors has $665M in assets under management (AUM), dropping by 3.54%.
- Central Index Key (CIK): 0002001461
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Portfolio Holdings for Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors holds 162 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Stock (AAPL) | 5.4 | $36M | 132k | 271.86 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 4.6 | $31M | 98k | 313.00 |
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| Microsoft Corp Stock (MSFT) | 3.4 | $23M | 47k | 483.62 |
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| Exxon Mobil Corp Stock (XOM) | 3.0 | $20M | 168k | 120.34 |
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| Cummins Stock (CMI) | 3.0 | $20M | 39k | 510.44 |
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| Abbvie Stock (ABBV) | 3.0 | $20M | 87k | 228.49 |
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| Jpmorgan Chase & Co Stock (JPM) | 2.9 | $19M | 60k | 322.22 |
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| American Express Stock (AXP) | 2.8 | $19M | 50k | 369.95 |
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| American Elec Pwr Stock (AEP) | 2.7 | $18M | 153k | 115.31 |
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| Elevance Health Inc Formerly A Stock (ELV) | 2.5 | $17M | +2% | 48k | 350.55 |
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| Amazon Stock (AMZN) | 2.5 | $17M | 73k | 230.82 |
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| Enterprise Prods Partners Stock (EPD) | 2.5 | $17M | +4% | 517k | 32.06 |
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| Unitedhealth Group Stock (UNH) | 2.5 | $17M | 50k | 330.11 |
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| Lowes Cos Stock (LOW) | 2.4 | $16M | 66k | 241.16 |
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| Cisco Sys Stock (CSCO) | 2.3 | $16M | 202k | 77.03 |
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| Meta Platforms Inc Cl A Stock (META) | 2.3 | $15M | +2% | 23k | 660.10 |
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| Carlyle Group Stock (CG) | 2.2 | $15M | +2% | 252k | 59.11 |
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| Dow Stock (DOW) | 2.2 | $15M | NEW | 636k | 23.38 |
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| Schwab Charles Corp Stock (SCHW) | 2.2 | $15M | 148k | 99.91 |
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| Spdr S&p 500 Etf Trust Etf (SPY) | 2.2 | $15M | 21k | 681.93 |
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| L3harris Technologies Stock (LHX) | 2.1 | $14M | 49k | 293.57 |
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| Adobe Stock (ADBE) | 2.0 | $13M | +593% | 38k | 349.99 |
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| Medtronic Stock (MDT) | 2.0 | $13M | 139k | 96.06 |
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| International Business Machs Stock (IBM) | 1.8 | $12M | 41k | 296.21 |
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| Honeywell Intl Stock (HON) | 1.8 | $12M | +2% | 61k | 195.09 |
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| Altria Group Stock (MO) | 1.8 | $12M | +4% | 203k | 57.66 |
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| Prudential Finl Stock (PRU) | 1.7 | $12M | 102k | 112.88 |
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| Eog Res Stock (EOG) | 1.7 | $11M | -2% | 105k | 105.01 |
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| Citigroup Stock (C) | 1.5 | $10M | 87k | 116.69 |
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| Flowers Foods Stock (FLO) | 1.5 | $10M | 923k | 10.88 |
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| Pepsico Stock (PEP) | 1.2 | $7.8M | +6% | 54k | 143.52 |
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| Ishares Msci Eafe Etf Etf (EFA) | 1.1 | $7.6M | +10% | 79k | 96.03 |
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| Aflac Stock (AFL) | 1.1 | $7.3M | 67k | 110.27 |
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| Applied Matls Stock (AMAT) | 1.1 | $7.2M | 28k | 256.99 |
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| At&t Stock (T) | 1.0 | $6.5M | +5% | 261k | 24.84 |
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| Visa Inc Com Cl A Stock (V) | 1.0 | $6.4M | 18k | 350.71 |
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| Equifax Stock (EFX) | 0.9 | $6.3M | 29k | 216.98 |
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| Eli Lilly & Co Stock (LLY) | 0.9 | $6.2M | +12% | 5.8k | 1074.67 |
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| Walmart Stock (WMT) | 0.8 | $5.2M | 46k | 111.41 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.7 | $4.9M | +7% | 7.9k | 627.10 |
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| Fiserv Stock (FI) | 0.7 | $4.7M | -36% | 70k | 67.17 |
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| Vanguard Small-cap Etf Etf (VB) | 0.7 | $4.5M | +4% | 18k | 257.95 |
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| Vanguard Mid-cap Etf Etf (VO) | 0.6 | $4.0M | +4% | 14k | 290.23 |
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| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.5 | $3.5M | +8% | 63k | 54.71 |
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| Coca Cola Stock (KO) | 0.4 | $2.8M | 41k | 69.91 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.4 | $2.7M | 5.4k | 502.65 |
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| Chevron Corp Stock (CVX) | 0.4 | $2.7M | 18k | 152.41 |
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| Merck & Co Stock (MRK) | 0.4 | $2.6M | +3% | 25k | 105.26 |
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| Us Bancorp Del Stock (USB) | 0.3 | $2.3M | 43k | 53.36 |
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| Southern Stock (SO) | 0.3 | $2.2M | -3% | 26k | 87.20 |
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| Danaher Corporation Stock (DHR) | 0.3 | $2.2M | +9% | 9.4k | 228.92 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.3 | $2.1M | 3.4k | 614.37 |
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| Gilead Sciences Stock (GILD) | 0.3 | $2.0M | 17k | 122.74 |
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| Bristol-myers Squibb Stock (BMY) | 0.3 | $1.8M | 34k | 53.94 |
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| Goldman Sachs Group Stock (GS) | 0.3 | $1.7M | 2.0k | 878.91 |
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| Nvidia Corporation Stock (NVDA) | 0.3 | $1.7M | 9.2k | 186.49 |
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| Johnson & Johnson Stock (JNJ) | 0.2 | $1.6M | 8.0k | 206.95 |
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| Archer Daniels Midland Stock (ADM) | 0.2 | $1.5M | +8% | 26k | 57.49 |
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| Mcdonalds Corp Stock (MCD) | 0.2 | $1.5M | +4% | 5.0k | 305.62 |
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| Truist Finl Corp Stock (TFC) | 0.2 | $1.5M | -8% | 30k | 49.21 |
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| Cardinal Health Stock (CAH) | 0.2 | $1.4M | 6.7k | 205.50 |
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| Procter & Gamble Stock (PG) | 0.2 | $1.3M | 8.7k | 143.30 |
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| Palantir Technologies Inc Cl A Stock (PLTR) | 0.2 | $1.2M | -9% | 6.9k | 177.75 |
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| Pimco Mun Income Fd Ii Cef (PML) | 0.2 | $1.2M | +55% | 161k | 7.54 |
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| Stanley Black & Decker Stock (SWK) | 0.2 | $1.2M | 16k | 74.28 |
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| Intercontinental Exchange Stock (ICE) | 0.2 | $1.2M | 7.3k | 161.97 |
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| Caterpillar Stock (CAT) | 0.2 | $1.2M | 2.1k | 572.84 |
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| Valmont Inds Stock (VMI) | 0.2 | $1.1M | 2.7k | 402.38 |
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| Philip Morris Intl Stock (PM) | 0.2 | $1.1M | 6.8k | 160.39 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.2 | $1.0M | -3% | 3.3k | 313.81 |
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| Colony Bankcorp Stock (CBAN) | 0.2 | $1.0M | NEW | 56k | 17.82 |
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| Duke Energy Corp Stock (DUK) | 0.1 | $935k | 8.0k | 117.21 |
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| Vanguard Total International Bond Etf Etf (BNDX) | 0.1 | $923k | 19k | 48.32 |
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| Global Pmts Stock (GPN) | 0.1 | $911k | +20% | 12k | 77.40 |
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| Capital One Finl Corp Stock (COF) | 0.1 | $903k | 3.7k | 242.36 |
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| Deere & Co Stock (DE) | 0.1 | $885k | 1.9k | 465.58 |
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| Hologic Stock (HOLX) | 0.1 | $870k | 12k | 74.49 |
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| Spdr Gold Shares Etf (GLD) | 0.1 | $846k | 2.1k | 396.31 |
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| Oracle Corp Stock (ORCL) | 0.1 | $833k | -6% | 4.3k | 194.91 |
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| Rtx Corporation Stock (RTX) | 0.1 | $823k | 4.5k | 183.39 |
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| Nextera Energy Stock (NEE) | 0.1 | $817k | 10k | 80.28 |
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| Bank America Corp Stock (BAC) | 0.1 | $812k | +8% | 15k | 55.00 |
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| Blackrock Stock (BLK) | 0.1 | $796k | -2% | 744.00 | 1069.99 |
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| Broadcom Stock (AVGO) | 0.1 | $750k | 2.2k | 346.15 |
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| Phillips 66 Stock (PSX) | 0.1 | $672k | +5% | 5.2k | 129.03 |
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| Pfizer Stock (PFE) | 0.1 | $643k | 26k | 24.90 |
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| Markel Group Stock (MKL) | 0.1 | $638k | +20% | 297.00 | 2149.65 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.1 | $624k | 912.00 | 684.62 |
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| Ameris Bancorp Stock (ABCB) | 0.1 | $623k | 8.4k | 74.27 |
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| Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.1 | $614k | 1.0k | 603.41 |
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| Ishares Russell 1000 Etf Etf (IWB) | 0.1 | $613k | 1.6k | 373.51 |
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| Ishares Russell Midcap Etf Etf (IWR) | 0.1 | $598k | 6.2k | 96.27 |
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| Tesla Stock (TSLA) | 0.1 | $593k | 1.3k | 449.72 |
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.1 | $571k | -10% | 1.2k | 473.43 |
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| Stryker Corporation Stock (SYK) | 0.1 | $567k | -3% | 1.6k | 351.56 |
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| Vanguard Information Technology Etf Etf (VGT) | 0.1 | $562k | +39% | 745.00 | 753.78 |
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| Vanguard Growth Etf Etf (VUG) | 0.1 | $552k | +3% | 1.1k | 487.76 |
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| 3M Stock (MMM) | 0.1 | $528k | 3.3k | 160.09 |
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| Fortinet Stock (FTNT) | 0.1 | $523k | +3% | 6.6k | 79.41 |
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| Verizon Communications Stock (VZ) | 0.1 | $509k | -7% | 13k | 40.73 |
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| Bank Ozk Little Rock Ark Stock (OZK) | 0.1 | $503k | 11k | 46.02 |
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| Ishares Preferred & Income Securities Etf Etf (PFF) | 0.1 | $496k | 16k | 30.96 |
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| Costco Wholesale Corporation Stock (COST) | 0.1 | $492k | -8% | 571.00 | 861.69 |
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| Metlife Stock (MET) | 0.1 | $476k | 6.0k | 78.93 |
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| Union Pac Corp Stock (UNP) | 0.1 | $465k | 2.0k | 231.33 |
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| Conocophillips Stock (COP) | 0.1 | $459k | -2% | 4.9k | 93.60 |
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| Vanguard Intermediate-term Bond Etf Etf (BIV) | 0.1 | $453k | -5% | 5.8k | 77.89 |
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| Clorox Co Del Stock (CLX) | 0.1 | $451k | 4.5k | 100.83 |
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| Qualcomm Stock (QCOM) | 0.1 | $441k | +28% | 2.6k | 171.08 |
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| BP Adr (BP) | 0.1 | $440k | +4% | 13k | 34.73 |
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| Marathon Pete Corp Stock (MPC) | 0.1 | $425k | 2.6k | 162.62 |
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| Dollar Gen Corp Stock (DG) | 0.1 | $410k | 3.1k | 132.77 |
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| Morgan Stanley Stock (MS) | 0.1 | $392k | 2.2k | 177.54 |
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| General Mtrs Stock (GM) | 0.1 | $386k | 4.8k | 81.32 |
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| Tjx Cos Stock (TJX) | 0.1 | $386k | +7% | 2.5k | 153.62 |
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| Weyerhaeuser Co Mtn Be Reit (WY) | 0.1 | $385k | NEW | 16k | 23.69 |
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| Wells Fargo Stock (WFC) | 0.1 | $382k | -3% | 4.1k | 93.20 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.1 | $363k | 1.5k | 246.24 |
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| Vanguard Russell 1000 Value Etf Etf (VONV) | 0.1 | $362k | 3.9k | 92.30 |
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| Starbucks Corp Stock (SBUX) | 0.1 | $353k | 4.2k | 84.21 |
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| Eaton Vance Mun Bd Cef (EIM) | 0.1 | $351k | +185% | 36k | 9.73 |
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| Dominion Energy Stock (D) | 0.1 | $350k | 6.0k | 58.59 |
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| Renasant Corp Stock (RNST) | 0.1 | $345k | 9.8k | 35.22 |
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| Waste Mgmt Inc Del Stock (WM) | 0.1 | $340k | +7% | 1.5k | 219.74 |
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| Booking Holdings Stock (BKNG) | 0.1 | $337k | 63.00 | 5355.33 |
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| Kkr & Co Stock (KKR) | 0.1 | $335k | 2.6k | 127.49 |
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| Intel Corp Stock (INTC) | 0.1 | $333k | +3% | 9.0k | 36.90 |
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| Bank New York Mellon Corp Stock (BK) | 0.0 | $329k | +24% | 2.8k | 116.10 |
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| Home Depot Stock (HD) | 0.0 | $329k | +2% | 956.00 | 344.11 |
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| Genuine Parts Stock (GPC) | 0.0 | $318k | +2% | 2.6k | 122.95 |
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| Colgate Palmolive Stock (CL) | 0.0 | $297k | 3.8k | 79.01 |
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| Emerson Elec Stock (EMR) | 0.0 | $294k | 2.2k | 132.75 |
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| Lyondellbasell Industries N V Shs - A - Stock (LYB) | 0.0 | $281k | -97% | 6.5k | 43.30 |
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| Northrop Grumman Corp Stock (NOC) | 0.0 | $266k | 467.00 | 569.79 |
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| Snap On Stock (SNA) | 0.0 | $260k | 754.00 | 344.68 |
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| Tractor Supply Stock (TSCO) | 0.0 | $257k | 5.1k | 50.01 |
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| Comcast Corp New Cl A Stock (CMCSA) | 0.0 | $253k | 8.5k | 29.89 |
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| Fedex Corp Stock (FDX) | 0.0 | $252k | -8% | 874.00 | 288.81 |
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| Netflix Stock (NFLX) | 0.0 | $252k | +1354% | 2.7k | 93.76 |
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| Vanguard Total Stock Market Etf Etf (VTI) | 0.0 | $249k | NEW | 742.00 | 335.20 |
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| State Street Financial Select Sector Spdr Etf Etf (XLF) | 0.0 | $246k | 4.5k | 54.76 |
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| Shopify Inc Cl A Sub Vtg Stock (SHOP) | 0.0 | $242k | 1.5k | 160.97 |
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| Welltower Reit (WELL) | 0.0 | $238k | 1.3k | 185.58 |
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| Iron Mtn Inc Del Reit (IRM) | 0.0 | $232k | +3% | 2.8k | 82.94 |
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| Generac Hldgs Stock (GNRC) | 0.0 | $232k | 1.7k | 136.37 |
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| Target Corp Stock (TGT) | 0.0 | $232k | -2% | 2.4k | 97.74 |
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| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $231k | +9% | 1.1k | 208.73 |
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| Vanguard Total International Stock Etf Etf (VXUS) | 0.0 | $230k | 3.0k | 75.44 |
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| Roundhill Generative Ai & Technology Etf Stock (CHAT) | 0.0 | $218k | NEW | 3.7k | 58.96 |
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| Centene Corp Del Stock (CNC) | 0.0 | $218k | -55% | 5.3k | 41.15 |
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| Norfolk Southn Corp Stock (NSC) | 0.0 | $217k | 750.00 | 288.72 |
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| Ge Aerospace Stock (GE) | 0.0 | $216k | NEW | 700.00 | 308.21 |
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| United Parcel Service Inc Cl B Stock (UPS) | 0.0 | $211k | NEW | 2.1k | 99.17 |
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| Oneok Stock (OKE) | 0.0 | $207k | 2.8k | 73.50 |
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| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.0 | $206k | NEW | 4.2k | 49.65 |
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| Ishares 3-7 Year Treasury Bond Etf Etf (IEI) | 0.0 | $205k | 1.7k | 119.32 |
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| Lockheed Martin Corp Stock (LMT) | 0.0 | $205k | 423.00 | 484.11 |
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| Ishares Russell 1000 Value Etf Etf (IWD) | 0.0 | $204k | NEW | 971.00 | 210.42 |
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| Abbott Labs Stock (ABT) | 0.0 | $201k | NEW | 1.6k | 125.28 |
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| Ford Mtr Stock (F) | 0.0 | $157k | 12k | 13.12 |
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| Blackrock Enhanced Equity Divi Cef (BDJ) | 0.0 | $129k | 14k | 9.48 |
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| Nuveen Cr Strategies Income Cef (JQC) | 0.0 | $73k | 15k | 5.02 |
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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 2025 Q4 filed Jan. 21, 2026
- Allen Mooney & Barnes Investment Advisors 2025 Q3 filed Oct. 15, 2025
- Allen Mooney & Barnes Investment Advisors 2025 Q2 filed July 8, 2025
- Allen Mooney & Barnes Investment Advisors 2025 Q1 filed April 16, 2025
- 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