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, XOM, AEP, ABBV, and represent 17.74% of Allen Mooney & Barnes Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: WY (+$14M), INTU (+$14M), MRK (+$13M), ADBE, FISV, EOG, UNH, ELV, AAPL, AMZN.
- Started 5 new stock positions in SHEL, INTU, AEE, AGG, LRCX.
- Reduced shares in these 10 stocks: DOW (-$8.0M), XOM (-$6.6M), CMI (-$5.2M), EPD, PML, AMAT, , LYB, SHOP, GNRC.
- Sold out of its positions in ABT, CNC, EIM, GNRC, GE, IWD, JQC, SHOP.
- Allen Mooney & Barnes Investment Advisors was a net buyer of stock by $33M.
- Allen Mooney & Barnes Investment Advisors has $695M in assets under management (AUM), dropping by 4.63%.
- Central Index Key (CIK): 0002001461
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Portfolio Holdings for Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors holds 159 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Stock (AAPL) | 4.9 | $34M | 134k | 253.79 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 4.1 | $28M | 99k | 287.56 |
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| Exxon Mobil Corp Stock (XOM) | 3.1 | $22M | -23% | 129k | 169.66 |
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| American Elec Pwr Stock (AEP) | 2.9 | $20M | 153k | 131.08 |
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| Abbvie Stock (ABBV) | 2.8 | $19M | 88k | 217.49 |
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| Enterprise Prods Partners Stock (EPD) | 2.7 | $19M | -2% | 504k | 37.84 |
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| Dow Hldgs Stock (DOW) | 2.7 | $19M | -30% | 444k | 41.65 |
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| Jpmorgan Chase & Co Stock (JPM) | 2.6 | $18M | 60k | 294.16 |
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| Microsoft Corp Stock (MSFT) | 2.5 | $18M | 47k | 370.17 |
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| L3harris Technologies Stock (LHX) | 2.4 | $17M | 48k | 345.15 |
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| Cisco Sys Stock (CSCO) | 2.3 | $16M | +2% | 207k | 77.59 |
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| Eog Res Stock (EOG) | 2.3 | $16M | +5% | 111k | 144.57 |
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| Cummins Stock (CMI) | 2.3 | $16M | -24% | 30k | 538.02 |
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| Merck & Co Stock (MRK) | 2.3 | $16M | +421% | 130k | 120.29 |
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| Lowes Cos Stock (LOW) | 2.2 | $16M | 66k | 236.28 |
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| American Express Stock (AXP) | 2.2 | $16M | 51k | 302.48 |
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| Amazon Stock (AMZN) | 2.2 | $16M | +2% | 74k | 208.27 |
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| Weyerhaeuser Reit (WY) | 2.1 | $15M | +3562% | 596k | 24.43 |
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| Elevance Health Inc Formerly A Stock (ELV) | 2.1 | $15M | +2% | 50k | 292.75 |
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| Schwab Charles Corp Stock (SCHW) | 2.0 | $14M | 151k | 93.98 |
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| State Street Spdr S&p 500 Etf Etf (SPY) | 2.0 | $14M | 22k | 650.34 |
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| Unitedhealth Group Stock (UNH) | 2.0 | $14M | +4% | 52k | 270.59 |
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| Adobe Stock (ADBE) | 2.0 | $14M | +51% | 58k | 243.08 |
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| Honeywell Intl Stock (HON) | 2.0 | $14M | 61k | 226.03 |
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| Intuit Stock (INTU) | 2.0 | $14M | NEW | 32k | 432.38 |
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| Altria Group Stock (MO) | 1.9 | $14M | 205k | 65.99 |
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| Meta Platforms Inc Cl A Stock (META) | 1.9 | $14M | +2% | 24k | 572.12 |
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| Carlyle Group Stock (CG) | 1.8 | $13M | +2% | 259k | 48.39 |
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| Medtronic Stock (MDT) | 1.8 | $12M | 142k | 86.65 |
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| Prudential Finl Stock (PRU) | 1.5 | $10M | +3% | 105k | 97.69 |
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| Citigroup Stock (C) | 1.5 | $10M | +2% | 89k | 113.41 |
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| International Business Machs Stock (IBM) | 1.4 | $10M | 41k | 242.39 |
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| Applied Matls Stock (AMAT) | 1.3 | $9.3M | -3% | 27k | 341.79 |
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| Pepsico Stock (PEP) | 1.3 | $8.8M | +4% | 56k | 155.29 |
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| At&t Stock (T) | 1.1 | $7.8M | +3% | 270k | 28.99 |
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| Ishares Msci Eafe Etf Etf (EFA) | 1.1 | $7.7M | 79k | 97.13 |
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| Flowers Foods Stock (FLO) | 1.1 | $7.6M | 932k | 8.15 |
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| Aflac Stock (AFL) | 1.1 | $7.3M | 67k | 109.71 |
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| Fiserv Stock (FISV) | 0.9 | $6.2M | +59% | 111k | 55.80 |
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| Walmart Stock (WMT) | 0.8 | $5.8M | 47k | 124.28 |
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| Visa Inc Com Cl A Stock (V) | 0.8 | $5.5M | 18k | 302.24 |
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| Equifax Stock (EFX) | 0.7 | $5.2M | 29k | 180.07 |
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| Eli Lilly & Co Stock (LLY) | 0.7 | $5.1M | -3% | 5.5k | 919.79 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.7 | $4.7M | 7.9k | 597.57 |
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| Vanguard Small-cap Etf Etf (VB) | 0.7 | $4.6M | 18k | 261.92 |
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| Vanguard Mid-cap Etf Etf (VO) | 0.6 | $4.0M | 14k | 287.18 |
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| Chevron Corporation Stock (CVX) | 0.5 | $3.6M | 17k | 206.90 |
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| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.5 | $3.4M | -4% | 60k | 56.79 |
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| Coca Cola Stock (KO) | 0.4 | $3.1M | 40k | 76.05 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.4 | $2.6M | 5.4k | 479.20 |
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| Southern Stock (SO) | 0.4 | $2.5M | 26k | 96.52 |
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| Gilead Sciences Stock (GILD) | 0.3 | $2.3M | 17k | 139.37 |
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| Us Bancorp Stock (USB) | 0.3 | $2.2M | 43k | 52.01 |
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| Bristol-myers Squibb Stock (BMY) | 0.3 | $2.1M | 34k | 60.65 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.3 | $2.1M | +3% | 3.6k | 577.15 |
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| Johnson & Johnson Stock (JNJ) | 0.3 | $1.9M | 7.9k | 244.43 |
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| Archer Daniels Midland Stock (ADM) | 0.3 | $1.9M | 26k | 72.69 |
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| Danaher Corp Del Stock (DHR) | 0.3 | $1.8M | 9.4k | 189.59 |
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| Goldman Sachs Group Stock (GS) | 0.2 | $1.7M | +2% | 2.0k | 845.88 |
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| Nvidia Corporation Stock (NVDA) | 0.2 | $1.7M | +3% | 9.5k | 174.40 |
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| Mcdonalds Corp Stock (MCD) | 0.2 | $1.5M | -3% | 4.8k | 310.80 |
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| Cardinal Health Stock (CAH) | 0.2 | $1.4M | 6.8k | 211.31 |
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| Caterpillar Stock (CAT) | 0.2 | $1.4M | 2.0k | 708.51 |
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| Truist Finl Corp Stock (TFC) | 0.2 | $1.3M | 29k | 45.97 |
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| Procter & Gamble Stock (PG) | 0.2 | $1.3M | 8.7k | 144.44 |
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| Valmont Inds Stock (VMI) | 0.2 | $1.2M | +7% | 2.9k | 399.53 |
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| Palantir Technologies Inc Cl A Stock (PLTR) | 0.2 | $1.2M | +15% | 8.0k | 146.28 |
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| Stanley Black & Decker Stock (SWK) | 0.2 | $1.2M | +2% | 16k | 71.06 |
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| Intercontinental Exchange Stock (ICE) | 0.2 | $1.2M | 7.3k | 157.28 |
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| Philip Morris Intl Stock (PM) | 0.2 | $1.1M | 6.8k | 165.35 |
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| Colony Bankcorp Stock (CBAN) | 0.2 | $1.1M | 56k | 19.97 |
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| Deere & Co Stock (DE) | 0.2 | $1.1M | 1.9k | 563.16 |
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| Duke Energy Corp Stock (DUK) | 0.2 | $1.0M | 8.0k | 130.95 |
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| Nextera Energy Stock (NEE) | 0.1 | $1.0M | +8% | 11k | 92.88 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.1 | $965k | +2% | 3.4k | 286.84 |
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| Phillips 66 Stock (PSX) | 0.1 | $949k | 5.2k | 182.19 |
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| Vanguard Total International Bond Etf Etf (BNDX) | 0.1 | $926k | 19k | 48.05 |
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| Global Pmts Stock (GPN) | 0.1 | $918k | +15% | 14k | 67.30 |
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| Spdr Gold Shares Etf (GLD) | 0.1 | $915k | 2.1k | 430.29 |
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| Hologic Stock | 0.1 | $884k | 12k | 75.59 |
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| Rtx Corporation Stock (RTX) | 0.1 | $843k | -2% | 4.4k | 192.92 |
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| Pimco Mun Income Fd Ii Cef (PML) | 0.1 | $789k | -35% | 104k | 7.57 |
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| Pfizer Stock (PFE) | 0.1 | $728k | 26k | 28.08 |
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| Bank America Corp Stock (BAC) | 0.1 | $713k | 15k | 48.75 |
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| Blackrock Stock (BLK) | 0.1 | $708k | 736.00 | 961.95 |
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| Verizon Communications Stock (VZ) | 0.1 | $691k | +10% | 14k | 50.20 |
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| Capital One Finl Corp Stock (COF) | 0.1 | $689k | 3.8k | 182.44 |
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| Broadcom Stock (AVGO) | 0.1 | $688k | +2% | 2.2k | 309.54 |
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| Ameris Bancorp Stock (ABCB) | 0.1 | $654k | 8.4k | 77.99 |
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| Conocophillips Stock (COP) | 0.1 | $649k | 4.9k | 132.00 |
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| Marathon Pete Corp Stock (MPC) | 0.1 | $640k | 2.6k | 244.17 |
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| State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.1 | $638k | 1.0k | 616.61 |
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| Oracle Corp Stock (ORCL) | 0.1 | $629k | 4.3k | 147.11 |
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| Ishares Russell 1000 Etf Etf (IWB) | 0.1 | $598k | +2% | 1.7k | 356.63 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.1 | $596k | 912.00 | 652.92 |
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| BP Adr (BP) | 0.1 | $589k | 13k | 47.00 |
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| Ishares Russell Midcap Etf Etf (IWR) | 0.1 | $576k | -4% | 5.9k | 97.23 |
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| Costco Wholesale Corporation Stock (COST) | 0.1 | $569k | 571.00 | 995.68 |
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| Markel Group Stock (MKL) | 0.1 | $569k | 297.00 | 1914.07 |
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| Vanguard Growth Etf Etf (VUG) | 0.1 | $546k | +10% | 1.3k | 436.64 |
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| Fortinet Stock (FTNT) | 0.1 | $534k | 6.5k | 81.72 |
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| Stryker Corporation Stock (SYK) | 0.1 | $530k | 1.6k | 328.68 |
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.1 | $515k | 1.2k | 426.54 |
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| Bank Ozk Little Rock Ark Stock (OZK) | 0.1 | $501k | 11k | 45.89 |
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| Union Pac Corp Stock (UNP) | 0.1 | $483k | 2.0k | 242.57 |
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| Ishares Preferred & Income Securities Etf Etf (PFF) | 0.1 | $483k | 16k | 30.32 |
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| Tesla Stock (TSLA) | 0.1 | $482k | 1.3k | 371.75 |
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| 3M Stock (MMM) | 0.1 | $479k | 3.3k | 145.23 |
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| Clorox Co Del Stock (CLX) | 0.1 | $452k | -2% | 4.4k | 103.64 |
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| Vanguard Intermediate-term Bond Etf Etf (BIV) | 0.1 | $449k | 5.8k | 77.19 |
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| Metlife Stock (MET) | 0.1 | $439k | +2% | 6.2k | 70.72 |
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| Tjx Cos Stock (TJX) | 0.1 | $433k | +7% | 2.7k | 159.72 |
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| Dollar Gen Corp Stock (DG) | 0.1 | $394k | +7% | 3.3k | 118.72 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.1 | $389k | +6% | 1.6k | 247.94 |
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| Vanguard Information Technology Etf Etf (VGT) | 0.1 | $372k | -28% | 533.00 | 697.72 |
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| Dominion Energy Stock (D) | 0.1 | $369k | 6.0k | 61.82 |
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| Vanguard Russell 1000 Value Etf Etf (VONV) | 0.1 | $369k | 3.9k | 93.75 |
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| Morgan Stanley Stock (MS) | 0.1 | $364k | 2.2k | 164.56 |
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| United Parcel Svcs Inc Cl B Stock (UPS) | 0.1 | $359k | +71% | 3.6k | 98.38 |
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| Waste Mgmt Inc Del Stock (WM) | 0.1 | $356k | 1.5k | 229.83 |
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| General Mtrs Stock (GM) | 0.1 | $354k | 4.8k | 74.50 |
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| Starbucks Corp Stock (SBUX) | 0.1 | $351k | -6% | 3.9k | 89.60 |
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| Bank New York Mellon Corp Stock (BK) | 0.0 | $337k | 2.8k | 118.64 |
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| Renasant Corp Stock (RNST) | 0.0 | $326k | -7% | 9.0k | 36.13 |
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| Wells Fargo & Co Stock (WFC) | 0.0 | $321k | 4.0k | 79.62 |
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| Colgate Palmolive Stock (CL) | 0.0 | $321k | 3.8k | 85.23 |
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| Northrop Grumman Corp Stock (NOC) | 0.0 | $316k | 463.00 | 681.52 |
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| Qualcomm Stock (QCOM) | 0.0 | $312k | -6% | 2.4k | 128.76 |
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| Fedex Corp Stock (FDX) | 0.0 | $310k | 871.00 | 356.29 |
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| Intel Corp Stock (INTC) | 0.0 | $293k | -26% | 6.6k | 44.13 |
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| Emerson Elec Stock (EMR) | 0.0 | $290k | 2.2k | 131.02 |
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| Target Corp Stock (TGT) | 0.0 | $287k | 2.4k | 121.17 |
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| Iron Mtn Inc Del Reit (IRM) | 0.0 | $279k | -2% | 2.7k | 102.13 |
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| Netflix Stock (NFLX) | 0.0 | $276k | +6% | 2.9k | 96.15 |
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| Genuine Parts Stock (GPC) | 0.0 | $273k | 2.6k | 105.73 |
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| Snap On Stock (SNA) | 0.0 | $271k | 747.00 | 363.06 |
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| Booking Holdings Stock (BKNG) | 0.0 | $265k | 63.00 | 4210.32 |
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| Home Depot Stock (HD) | 0.0 | $264k | -16% | 803.00 | 328.79 |
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| Lockheed Martin Corp Stock (LMT) | 0.0 | $257k | 424.00 | 604.97 |
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| Oneok Stock (OKE) | 0.0 | $253k | 2.8k | 90.39 |
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| Welltower Reit (WELL) | 0.0 | $251k | 1.3k | 197.67 |
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| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.0 | $248k | NEW | 2.5k | 99.27 |
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| Lam Research Corp Stock (LRCX) | 0.0 | $246k | NEW | 1.2k | 213.72 |
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| Kkr & Co Stock (KKR) | 0.0 | $243k | 2.6k | 92.51 |
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| Comcast Corp New Cl A Stock (CMCSA) | 0.0 | $243k | 8.5k | 28.71 |
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| Shell Plc Spon Ads Adr (SHEL) | 0.0 | $243k | NEW | 2.6k | 93.00 |
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| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.0 | $239k | +49% | 6.2k | 38.42 |
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| Vanguard Total Stock Market Etf Etf (VTI) | 0.0 | $238k | 743.00 | 320.83 |
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| Lyondellbasell Industries Nv Shs - A - Stock (LYB) | 0.0 | $238k | -54% | 3.0k | 80.57 |
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| Vanguard Total International Stock Etf Etf (VXUS) | 0.0 | $235k | 3.0k | 77.10 |
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| Tractor Supply Stock (TSCO) | 0.0 | $232k | 5.1k | 45.30 |
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| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $230k | 1.1k | 208.09 |
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| Roundhill Generative Ai & Technology Etf Stock (CHAT) | 0.0 | $229k | 3.7k | 61.85 |
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| State Street Financial Select Sector Spdr Etf Etf (XLF) | 0.0 | $223k | 4.5k | 49.37 |
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| Norfolk Southn Corp Stock (NSC) | 0.0 | $215k | 750.00 | 287.00 |
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| Ishares 3-7 Year Treasury Bond Etf Etf (IEI) | 0.0 | $204k | 1.7k | 118.58 |
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| Ameren Corp Stock (AEE) | 0.0 | $203k | NEW | 1.8k | 109.92 |
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| Ford Mtr Stock (F) | 0.0 | $139k | 12k | 11.54 |
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| Blackrock Enhanced Equity Divi Cef (BDJ) | 0.0 | $118k | 14k | 8.62 |
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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 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
- Allen Mooney & Barnes Investment Advisors 2024 Q1 filed April 12, 2024
- Allen Mooney & Barnes Investment Advisors 2023 Q4 filed Jan. 22, 2024