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, MSFT, GOOGL, ABBV, ACN, and represent 18.68% of Allen Mooney & Barnes Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: CLX (+$15M), UBER (+$14M), RSP, CMI, LHX, INTU, ADBE, HON, ENB, SHOP.
- Started 10 new stock positions in IGV, SHOP, RSP, QQQM, VLO, UBER, PBE, MFC, Oneok, ENB.
- Reduced shares in these 10 stocks: CG (-$10M), FLO, HONA, VOO, AAPL, EFA, EEM, SO, OKE, VB.
- Sold out of its positions in CG, IEI, OKE, TROW.
- Allen Mooney & Barnes Investment Advisors was a net buyer of stock by $11M.
- Allen Mooney & Barnes Investment Advisors has $673M in assets under management (AUM), dropping by 2.28%.
- Central Index Key (CIK): 0002001461
Tip: Access up to 7 years of quarterly data
Positions held by Allen Mooney & Barnes Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors holds 158 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Stock (AAPL) | 5.8 | $39M | 118k | 333.02 |
|
|
| Microsoft Corp Stock (MSFT) | 3.4 | $23M | 45k | 512.90 |
|
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 3.2 | $22M | 63k | 344.08 |
|
|
| Abbvie Stock (ABBV) | 3.2 | $21M | 81k | 261.59 |
|
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 3.1 | $21M | 112k | 183.37 |
|
|
| Jpmorgan Chase & Co Stock (JPM) | 2.9 | $19M | 58k | 330.83 |
|
|
| Becton Dickinson & Co Stock (BDX) | 2.8 | $19M | 105k | 179.00 |
|
|
| Unitedhealth Group Stock (UNH) | 2.7 | $18M | 50k | 367.08 |
|
|
| Merck & Co Stock (MRK) | 2.7 | $18M | 126k | 145.31 |
|
|
| Elevance Health Inc Formerly A Stock (ELV) | 2.7 | $18M | 47k | 388.82 |
|
|
| Amazon Stock (AMZN) | 2.6 | $18M | 71k | 249.15 |
|
|
| American Elec Pwr Stock (AEP) | 2.5 | $17M | 144k | 118.64 |
|
|
| State Street Spdr S&p 500 Etf Etf (SPY) | 2.5 | $17M | 22k | 762.63 |
|
|
| Meta Platforms Inc Cl A Stock (META) | 2.5 | $17M | 23k | 725.19 |
|
|
| Enterprise Prods Partners Stock (EPD) | 2.4 | $16M | 462k | 35.61 |
|
|
| Ishares Semiconductor Etf Etf (SOXX) | 2.3 | $16M | 28k | 568.64 |
|
|
| American Express Stock (AXP) | 2.3 | $15M | 50k | 304.10 |
|
|
| Clorox Co Del Stock (CLX) | 2.2 | $15M | +3309% | 186k | 81.01 |
|
| Cummins Stock (CMI) | 2.2 | $15M | +3% | 29k | 516.57 |
|
| Charles Schwab Corp Stock (SCHW) | 2.1 | $14M | 145k | 97.74 |
|
|
| Exxonmobil Holdings Corp Stock | 2.1 | $14M | 86k | 162.75 |
|
|
| Adobe Stock (ADBE) | 2.1 | $14M | +2% | 58k | 239.94 |
|
| Uber Technologies Stock (UBER) | 2.0 | $14M | NEW | 198k | 68.51 |
|
| Altria Group Stock (MO) | 1.8 | $12M | 178k | 67.34 |
|
|
| Lowes Cos Stock (LOW) | 1.7 | $12M | 63k | 184.29 |
|
|
| Medtronic Stock (MDT) | 1.7 | $11M | 132k | 86.29 |
|
|
| L3harris Technologies Stock (LHX) | 1.7 | $11M | +3% | 48k | 236.78 |
|
| Weyerhaeuser Reit (WY) | 1.7 | $11M | 586k | 19.05 |
|
|
| Citigroup Stock (C) | 1.6 | $11M | 84k | 129.48 |
|
|
| Prudential Finl Stock (PRU) | 1.6 | $11M | 93k | 113.58 |
|
|
| Eog Res Stock (EOG) | 1.4 | $9.3M | +2% | 68k | 137.76 |
|
| Intuit Stock (INTU) | 1.3 | $9.0M | +4% | 33k | 275.71 |
|
| Ishares Msci Eafe Etf Etf (EFA) | 1.1 | $7.6M | -5% | 73k | 103.89 |
|
| Applied Matls Stock (AMAT) | 1.0 | $7.0M | 14k | 511.36 |
|
|
| Aflac Stock (AFL) | 1.0 | $6.8M | 61k | 111.78 |
|
|
| Pepsico Stock (PEP) | 1.0 | $6.7M | 53k | 126.72 |
|
|
| Honeywell Intl Stock (HON) | 0.9 | $6.2M | +5% | 30k | 210.94 |
|
| Visa Inc Com Cl A Stock (V) | 0.9 | $6.1M | -2% | 17k | 359.33 |
|
| Eli Lilly & Co Stock (LLY) | 0.8 | $5.5M | 4.7k | 1157.12 |
|
|
| At&t Stock (T) | 0.8 | $5.5M | 224k | 24.40 |
|
|
| Walmart Stock (WMT) | 0.7 | $4.7M | 45k | 103.92 |
|
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.7 | $4.7M | -17% | 6.7k | 700.86 |
|
| Vanguard Morningstar Small-cap Etf Etf (VB) | 0.7 | $4.6M | -4% | 16k | 284.49 |
|
| Vanguard Morningstar Mid-cap Etf Etf (VO) | 0.6 | $4.1M | 53k | 78.42 |
|
|
| Equifax Stock (EFX) | 0.6 | $3.9M | 29k | 137.24 |
|
|
| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.6 | $3.8M | -6% | 56k | 66.79 |
|
| Chevron Corporation Stock (CVX) | 0.5 | $3.4M | 17k | 204.21 |
|
|
| Coca Cola Stock (KO) | 0.4 | $3.0M | 34k | 86.08 |
|
|
| Invesco Qqq Trust Series I Etf (QQQ) | 0.4 | $2.6M | 3.5k | 739.84 |
|
|
| Us Bancorp Stock (USB) | 0.4 | $2.5M | +4% | 43k | 57.76 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.3 | $2.3M | -7% | 4.9k | 477.65 |
|
| Gilead Sciences Stock (GILD) | 0.3 | $2.3M | 15k | 149.05 |
|
|
| Bristol-myers Squibb Stock (BMY) | 0.3 | $2.2M | +6% | 35k | 62.40 |
|
| Archer Daniels Midland Stock (ADM) | 0.3 | $2.1M | +3% | 27k | 79.38 |
|
| Danaher Corp Del Stock (DHR) | 0.3 | $2.0M | 8.8k | 221.55 |
|
|
| Johnson & Johnson Stock (JNJ) | 0.3 | $2.0M | 7.4k | 264.75 |
|
|
| Goldman Sachs Group Stock (GS) | 0.3 | $1.9M | 2.1k | 900.26 |
|
|
| Cisco Sys Stock (CSCO) | 0.2 | $1.6M | -8% | 15k | 107.63 |
|
| Nvidia Corporation Stock (NVDA) | 0.2 | $1.4M | 6.2k | 228.40 |
|
|
| Southern Stock (SO) | 0.2 | $1.4M | -15% | 17k | 82.89 |
|
| Cardinal Health Stock (CAH) | 0.2 | $1.2M | -13% | 5.6k | 222.49 |
|
| Colony Bankcorp Stock (CBAN) | 0.2 | $1.2M | 58k | 20.14 |
|
|
| Phillips 66 Stock (PSX) | 0.2 | $1.2M | -11% | 4.5k | 255.33 |
|
| Procter & Gamble Stock (PG) | 0.2 | $1.1M | -2% | 7.9k | 145.28 |
|
| International Business Machs Stock (IBM) | 0.2 | $1.1M | -10% | 5.1k | 219.91 |
|
| Mcdonalds Corp Stock (MCD) | 0.2 | $1.1M | 4.8k | 230.93 |
|
|
| Caterpillar Stock (CAT) | 0.2 | $1.1M | 1.3k | 810.79 |
|
|
| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.2 | $1.0M | NEW | 5.0k | 208.03 |
|
| Fortinet Stock (FTNT) | 0.1 | $953k | 5.3k | 178.76 |
|
|
| Intercontinental Exchange Stock (ICE) | 0.1 | $904k | -8% | 5.9k | 152.02 |
|
| Vanguard Total International Bond Etf Etf (BNDX) | 0.1 | $903k | 19k | 46.87 |
|
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.1 | $894k | 2.6k | 340.78 |
|
|
| Stanley Black & Decker Stock (SWK) | 0.1 | $891k | -9% | 10k | 88.59 |
|
| Truist Finl Corp Stock (TFC) | 0.1 | $875k | 19k | 46.30 |
|
|
| Spdr Gold Shares Etf (GLD) | 0.1 | $825k | 2.2k | 380.84 |
|
|
| Rtx Corporation Stock (RTX) | 0.1 | $800k | 4.3k | 185.65 |
|
|
| Philip Morris Intl Stock (PM) | 0.1 | $798k | 4.2k | 190.84 |
|
|
| Bank Of Amer Corp Stock (BAC) | 0.1 | $765k | 14k | 54.43 |
|
|
| Blackrock Stock (BLK) | 0.1 | $753k | 712.00 | 1058.19 |
|
|
| Capital One Finl Corp Stock (COF) | 0.1 | $730k | 3.8k | 193.05 |
|
|
| Broadcom Stock (AVGO) | 0.1 | $704k | 2.0k | 351.21 |
|
|
| Ishares Russell 1000 Etf Etf (IWB) | 0.1 | $701k | 1.7k | 416.10 |
|
|
| Global Pmts Stock (GPN) | 0.1 | $689k | 8.4k | 81.67 |
|
|
| State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.1 | $680k | 1.0k | 656.67 |
|
|
| Nextera Energy Stock (NEE) | 0.1 | $675k | 8.9k | 75.74 |
|
|
| Flowers Foods Stock (FLO) | 0.1 | $661k | -86% | 119k | 5.55 |
|
| Pfizer Stock (PFE) | 0.1 | $636k | 22k | 28.52 |
|
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.1 | $594k | 4.7k | 125.26 |
|
|
| Vanguard Morningstar Growth Etf Etf (VUG) | 0.1 | $580k | -2% | 6.4k | 90.11 |
|
| Union Pac Corp Stock (UNP) | 0.1 | $542k | 2.0k | 272.10 |
|
|
| Metlife Stock (MET) | 0.1 | $541k | 5.7k | 94.17 |
|
|
| Conocophillips Stock (COP) | 0.1 | $540k | 4.3k | 125.15 |
|
|
| Duke Energy Corp Stock (DUK) | 0.1 | $538k | 4.7k | 114.00 |
|
|
| Vanguard Information Technology Etf Etf (VGT) | 0.1 | $536k | 4.3k | 125.67 |
|
|
| Ishares Russell Midcap Etf Etf (IWR) | 0.1 | $524k | -13% | 4.9k | 106.71 |
|
| Costco Wholesale Corporation Stock (COST) | 0.1 | $520k | 571.00 | 910.43 |
|
|
| Ishares Preferred & Income Securities Etf Etf (PFF) | 0.1 | $504k | +6% | 17k | 29.50 |
|
| Deere & Co Stock (DE) | 0.1 | $498k | -16% | 741.00 | 671.85 |
|
| BP Adr (BP) | 0.1 | $494k | -4% | 11k | 43.99 |
|
| Markel Group Stock (MKL) | 0.1 | $483k | 282.00 | 1712.45 |
|
|
| 3M Stock (MMM) | 0.1 | $454k | 2.8k | 164.16 |
|
|
| Oracle Corp Stock (ORCL) | 0.1 | $450k | 3.3k | 137.31 |
|
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.1 | $442k | 1.6k | 277.84 |
|
|
| Roundhill Generative Ai & Technology Etf Stock (CHAT) | 0.1 | $432k | 4.7k | 91.98 |
|
|
| Vanguard Russell 1000 Value Etf Etf (VONV) | 0.1 | $431k | 4.0k | 108.69 |
|
|
| Space Exploration Techn Corp Class A Com Stk Stock (SPCX) | 0.1 | $424k | +28% | 2.8k | 150.86 |
|
| Marathon Pete Corp Stock (MPC) | 0.1 | $424k | +5% | 1.1k | 395.42 |
|
| Stryker Corporation Stock (SYK) | 0.1 | $417k | -6% | 1.5k | 275.38 |
|
| Bank Ozk Little Rock Ark Stock (OZK) | 0.1 | $416k | -17% | 9.0k | 45.96 |
|
| Invesco Ai And Next Gen Software Etf Etf (IGPT) | 0.1 | $412k | 4.1k | 101.69 |
|
|
| Vanguard Intermediate-term Bond Etf Etf (BIV) | 0.1 | $399k | -2% | 5.5k | 72.87 |
|
| Ameris Bancorp Stock (ABCB) | 0.1 | $398k | 5.0k | 79.52 |
|
|
| Lam Research Corp Stock (LRCX) | 0.1 | $385k | 1.2k | 328.40 |
|
|
| Ishares Core S&p 500 Etf Etf (IVV) | 0.1 | $374k | -23% | 489.00 | 765.31 |
|
| Intel Corp Stock (INTC) | 0.1 | $373k | -13% | 3.1k | 120.23 |
|
| Target Corp Stock (TGT) | 0.1 | $371k | 2.4k | 156.68 |
|
|
| Morgan Stanley Stock (MS) | 0.1 | $360k | -13% | 1.9k | 188.04 |
|
| Renasant Corp Stock (RNST) | 0.1 | $353k | 9.1k | 38.88 |
|
|
| Dominion Energy Stock (D) | 0.1 | $345k | 5.7k | 60.52 |
|
|
| Emerson Elec Stock (EMR) | 0.1 | $344k | -2% | 2.2k | 155.11 |
|
| General Mtrs Stock (GM) | 0.1 | $343k | -6% | 4.5k | 77.00 |
|
| Boston Scientific Corp Stock (BSX) | 0.1 | $342k | +5% | 7.8k | 43.65 |
|
| Honeywell Aerospace Stock (HONA) | 0.0 | $334k | -92% | 2.2k | 154.98 |
|
| Starbucks Corp Stock (SBUX) | 0.0 | $334k | +3% | 3.5k | 93.97 |
|
| Colgate Palmolive Stock (CL) | 0.0 | $322k | 3.8k | 85.31 |
|
|
| Dollar Gen Corp Stock (DG) | 0.0 | $319k | 2.7k | 119.59 |
|
|
| United Parcel Svcs Inc Cl B Stock (UPS) | 0.0 | $317k | 3.4k | 93.44 |
|
|
| Waste Mgmt Inc Del Stock (WM) | 0.0 | $317k | 1.6k | 203.92 |
|
|
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.0 | $304k | -38% | 1.6k | 187.05 |
|
| Genuine Parts Stock (GPC) | 0.0 | $299k | 2.4k | 125.74 |
|
|
| Welltower Reit (WELL) | 0.0 | $289k | 1.3k | 230.15 |
|
|
| Tesla Stock (TSLA) | 0.0 | $287k | 810.00 | 354.81 |
|
|
| Enbridge Stock (ENB) | 0.0 | $274k | NEW | 5.9k | 46.49 |
|
| Verizon Communications Stock (VZ) | 0.0 | $268k | 5.8k | 45.87 |
|
|
| Shopify Inc Cl A Sub Vtg Stock (SHOP) | 0.0 | $266k | NEW | 1.8k | 148.30 |
|
| Vanguard Total International Stock Etf Etf (VXUS) | 0.0 | $260k | 3.1k | 84.95 |
|
|
| Valero Energy Corp Stock (VLO) | 0.0 | $259k | NEW | 668.00 | 387.61 |
|
| Snap On Stock (SNA) | 0.0 | $258k | -5% | 710.00 | 363.14 |
|
| Shell Plc Spon Ads Adr (SHEL) | 0.0 | $251k | -2% | 2.6k | 95.06 |
|
| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $246k | 1.1k | 222.26 |
|
|
| Manulife Finl Corp Stock (MFC) | 0.0 | $244k | NEW | 5.7k | 42.59 |
|
| Booking Holdings Stock (BKNG) | 0.0 | $243k | -5% | 1.5k | 162.91 |
|
| Fedex Corp Stock (FDX) | 0.0 | $233k | -6% | 817.00 | 284.96 |
|
| Norfolk Southn Corp Stock (NSC) | 0.0 | $232k | 750.00 | 309.00 |
|
|
| State Street Financial Select Sector Spdr Etf Etf (XLF) | 0.0 | $230k | +5% | 4.3k | 53.41 |
|
| Oneok Stock | 0.0 | $221k | NEW | 2.6k | 85.27 |
|
| Vanguard Morningstar Total Stock Market Etf Etf (VTI) | 0.0 | $220k | 587.00 | 374.17 |
|
|
| Invesco Nasdaq 100 Etf Etf (QQQM) | 0.0 | $218k | NEW | 715.00 | 304.54 |
|
| Tjx Cos Stock (TJX) | 0.0 | $216k | 1.6k | 132.29 |
|
|
| Ishares Expanded Tech-software Sector Etf Etf (IGV) | 0.0 | $207k | NEW | 1.9k | 106.48 |
|
| Invesco Biotechnology & Genome Etf Etf (PBE) | 0.0 | $204k | NEW | 2.1k | 97.29 |
|
| Lockheed Martin Corp Stock (LMT) | 0.0 | $204k | -6% | 400.00 | 509.09 |
|
| Home Depot Stock (HD) | 0.0 | $203k | 715.00 | 284.34 |
|
|
| Wells Fargo & Co Stock (WFC) | 0.0 | $203k | -28% | 2.5k | 80.05 |
|
| Northrop Grumman Corp Stock (NOC) | 0.0 | $203k | -4% | 419.00 | 483.80 |
|
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.0 | $202k | -14% | 2.1k | 94.54 |
|
| Blackrock Enhanced Equity Divi Cef (BDJ) | 0.0 | $94k | 10k | 9.40 |
|
|
| Nuveen Cr Strategies Income Cef (JQC) | 0.0 | $69k | 15k | 4.75 |
|
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 2026 Q3 filed Oct. 8, 2026
- Allen Mooney & Barnes Investment Advisors 2026 Q2 filed July 13, 2026
- Allen Mooney & Barnes Investment Advisors 2026 Q1 filed April 13, 2026
- 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