Allen Mooney & Barnes Investment Advisors

Allen Mooney & Barnes Investment Advisors as of Dec. 31, 2022

Portfolio Holdings for Allen Mooney & Barnes Investment Advisors

Allen Mooney & Barnes Investment Advisors holds 134 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Exxon Mobil Corp Stock (XOM) 5.0 $21M 189k 110.30
Apple Stock (AAPL) 5.0 $21M 160k 129.93
Abbvie Stock (ABBV) 3.2 $13M 81k 161.61
Microsoft Corp Stock (MSFT) 2.9 $12M 50k 239.82
Pfizer Stock (PFE) 2.8 $12M 226k 51.24
Lowes Cos Stock (LOW) 2.7 $11M 56k 199.24
Honeywell Intl Stock (HON) 2.7 $11M 52k 214.30
Cvs Health Corp Stock (CVS) 2.7 $11M 119k 93.19
Unitedhealth Group Stock (UNH) 2.6 $11M 20k 530.17
Jpmorgan Chase & Co Stock (JPM) 2.6 $11M 80k 134.10
Lyondellbasell Industries N V Shs - A - Stock (LYB) 2.5 $11M 126k 83.03
Spdr S&p 500 Etf Trust Etf (SPY) 2.4 $10M 27k 382.42
Blackrock Stock 2.4 $9.9M 14k 708.64
Caterpillar Stock (CAT) 2.4 $9.8M 41k 239.56
Metlife Stock (MET) 2.3 $9.8M 135k 72.37
American Express Stock (AXP) 2.3 $9.7M 66k 147.75
Prudential Finl Stock (PRU) 2.3 $9.5M 96k 99.46
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 2.2 $9.1M 103k 88.23
Cummins Stock (CMI) 2.1 $8.7M 36k 242.29
L3harris Technologies Stock (LHX) 2.1 $8.7M 42k 208.21
Altria Group Stock (MO) 2.1 $8.6M 189k 45.71
Cisco Sys Stock (CSCO) 2.0 $8.4M 176k 47.64
Enterprise Prods Partners Stock (EPD) 1.9 $7.9M 328k 24.12
Amazon Stock (AMZN) 1.8 $7.7M 92k 84.00
Truist Finl Corp Stock (TFC) 1.8 $7.6M 178k 43.03
Broadcom Stock (AVGO) 1.8 $7.5M 13k 559.12
Diageo Adr (DEO) 1.7 $7.2M 41k 178.19
Pepsico Stock (PEP) 1.7 $6.9M 38k 180.66
Flowers Foods Stock (FLO) 1.5 $6.2M 215k 28.74
International Business Machs Stock (IBM) 1.4 $5.6M 40k 140.89
Equifax Stock (EFX) 1.3 $5.6M 29k 194.36
At&t Stock (T) 1.2 $4.8M 262k 18.41
Ishares Msci Eafe Etf Etf (EFA) 1.1 $4.5M 69k 65.64
Disney Walt Stock (DIS) 1.1 $4.4M 51k 86.88
Citigroup Stock (C) 1.1 $4.4M 97k 45.23
Vanguard Small-cap Etf Etf (VB) 0.9 $3.8M 21k 183.54
Aflac Stock (AFL) 0.8 $3.4M 48k 71.94
Visa Inc Com Cl A Stock (V) 0.8 $3.3M 16k 207.75
Invesco Qqq Trust Series I Etf (QQQ) 0.8 $3.1M 12k 266.27
Chevron Corp Stock (CVX) 0.7 $3.0M 17k 179.49
Vanguard Mid-cap Etf Etf (VO) 0.7 $2.9M 14k 203.82
Bristol-myers Squibb Stock (BMY) 0.7 $2.8M 39k 71.95
Applied Matls Stock (AMAT) 0.7 $2.7M 28k 97.38
Archer Daniels Midland Stock (ADM) 0.6 $2.6M 28k 92.85
Meta Platforms Inc Cl A Stock (META) 0.6 $2.6M 22k 120.34
Coca Cola Stock (KO) 0.6 $2.5M 39k 63.61
Merck & Co Stock (MRK) 0.6 $2.3M 21k 110.95
Vanguard S&p 500 Etf Etf (VOO) 0.6 $2.3M 6.5k 351.36
Danaher Corporation Stock (DHR) 0.5 $2.2M 8.3k 265.41
Eli Lilly & Co Stock (LLY) 0.5 $2.2M 5.9k 365.83
Walmart Stock (WMT) 0.5 $2.1M 15k 141.79
Starbucks Corp Stock (SBUX) 0.5 $2.1M 21k 99.20
Gilead Sciences Stock (GILD) 0.4 $1.9M 22k 85.85
Southern Stock (SO) 0.4 $1.6M 23k 71.41
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.4 $1.5M 4.8k 308.90
Verizon Communications Stock (VZ) 0.4 $1.5M 38k 39.40
Vmware Inc Cl A Stock 0.3 $1.4M 11k 122.76
Johnson & Johnson Stock (JNJ) 0.3 $1.3M 7.5k 176.66
Us Bancorp Del Stock (USB) 0.3 $1.3M 30k 43.61
Mcdonalds Corp Stock (MCD) 0.3 $1.2M 4.4k 263.54
Hologic Stock (HOLX) 0.2 $950k 13k 74.81
Pimco Mun Income Fd Ii Cef (PML) 0.2 $928k 103k 9.04
Vanguard Total International Bond Etf Etf (BNDX) 0.2 $913k 19k 47.43
Stanley Black & Decker Stock (SWK) 0.2 $884k 12k 75.12
Procter And Gamble Stock (PG) 0.2 $844k 5.6k 151.56
Intercontinental Exchange Stock (ICE) 0.2 $822k 8.0k 102.59
Duke Energy Corp Stock (DUK) 0.2 $819k 8.0k 102.98
Vanguard Total International Stock Etf Etf (VXUS) 0.2 $797k 15k 51.72
Goldman Sachs Group Stock (GS) 0.2 $782k 2.3k 343.41
Global Pmts Stock (GPN) 0.2 $774k 7.8k 99.32
Tc Bancshares Stock (TCBC) 0.2 $763k 51k 14.90
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.2 $752k 10k 75.19
Waste Mgmt Inc Del Stock (WM) 0.2 $740k 4.7k 156.88
Schwab Charles Corp Stock (SCHW) 0.2 $630k 7.6k 83.26
Philip Morris Intl Stock (PM) 0.2 $627k 6.2k 101.20
Phillips 66 Stock (PSX) 0.1 $616k 5.9k 104.08
Ishares Russell 1000 Etf Etf (IWB) 0.1 $607k 2.9k 210.54
Conocophillips Stock (COP) 0.1 $565k 4.8k 118.00
Bank America Corp Stock (BAC) 0.1 $553k 17k 33.12
Nextera Energy Stock (NEE) 0.1 $544k 6.5k 83.61
Cardinal Health Stock (CAH) 0.1 $540k 7.0k 76.87
Pimco Mun Income Fd Iii Cef (PMX) 0.1 $538k 62k 8.71
First Bancshares Inc Ms Stock (FBMS) 0.1 $533k 17k 32.01
Clorox Co Del Stock (CLX) 0.1 $511k 3.6k 140.35
Ishares Preferred & Income Securities Etf Etf (PFF) 0.1 $510k 17k 30.53
Rtx Corporation Stock (RTX) 0.1 $481k 4.8k 100.93
Genuine Parts Stock (GPC) 0.1 $468k 2.7k 173.53
Ameris Bancorp Stock (ABCB) 0.1 $452k 9.6k 47.14
BP Adr (BP) 0.1 $439k 13k 34.93
Bank Ozk Little Rock Ark Stock (OZK) 0.1 $438k 11k 40.06
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.1 $421k 950.00 442.60
American Elec Pwr Stock (AEP) 0.1 $411k 4.3k 94.95
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $409k 3.3k 124.46
Fiserv Stock (FI) 0.1 $402k 4.0k 101.07
Vanguard Russell 1000 Value Etf Etf (VONV) 0.1 $398k 6.0k 66.58
Target Corp Stock (TGT) 0.1 $394k 2.6k 149.02
Vanguard Growth Etf Etf (VUG) 0.1 $387k 1.8k 213.10
Financial Select Sector Spdr Fund Etf (XLF) 0.1 $387k 11k 34.20
Adobe Stock (ADBE) 0.1 $381k 1.1k 336.53
Intel Corp Stock (INTC) 0.1 $377k 14k 26.43
General Mls Stock (GIS) 0.1 $371k 4.4k 83.84
Vanguard Intermediate-term Bond Etf Etf (BIV) 0.1 $347k 4.7k 74.31
Comcast Corp New Cl A Stock (CMCSA) 0.1 $339k 9.7k 34.97
Eaton Vance Mun Bd Cef (EIM) 0.1 $336k 32k 10.39
Valmont Inds Stock (VMI) 0.1 $331k 1.0k 330.61
Home Depot Stock (HD) 0.1 $330k 1.0k 315.73
Fortinet Stock (FTNT) 0.1 $325k 6.6k 48.89
Dominion Energy Stock (D) 0.1 $312k 5.1k 61.32
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $296k 769.00 384.26
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $286k 1.3k 214.20
Discover Finl Svcs Stock 0.1 $284k 2.9k 97.83
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $275k 1.8k 151.66
Iron Mtn Inc Del Reit (IRM) 0.1 $273k 5.5k 49.85
Qualcomm Stock (QCOM) 0.1 $270k 2.5k 109.96
Allstate Corp Stock (ALL) 0.1 $270k 2.0k 135.61
Oracle Corp Stock (ORCL) 0.1 $265k 3.2k 81.74
Ishares Russell 2000 Etf Etf (IWM) 0.1 $264k 1.5k 174.35
Colgate Palmolive Stock (CL) 0.1 $257k 3.3k 78.79
Paypal Hldgs Stock (PYPL) 0.1 $250k 3.5k 71.22
Marathon Pete Corp Stock (MPC) 0.1 $239k 2.1k 116.39
Tractor Supply Stock (TSCO) 0.1 $230k 1.0k 224.97
Blackrock Municipal Income Cef 0.1 $230k 20k 11.33
Vanguard Health Care Etf Etf (VHT) 0.1 $226k 910.00 248.05
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $225k 2.5k 88.73
Becton Dickinson & Co Stock (BDX) 0.1 $220k 865.00 254.30
Morgan Stanley Stock (MS) 0.1 $216k 2.5k 85.03
Union Pac Corp Stock (UNP) 0.0 $203k 979.00 207.12
Danimer Scientific Inc Com Cl A Stock (DNMR) 0.0 $180k 101k 1.79
Ford Mtr Co Del Stock (F) 0.0 $152k 13k 11.63
Eaton Vance Muni Income Trust Sh Ben Int Cef (EVN) 0.0 $135k 14k 9.87
Nuveen Ga Quality Muni Cef 0.0 $103k 10k 10.13
Sprott Physical Silver Tr Tr Unit Cef (PSLV) 0.0 $96k 12k 8.24
Nuveen Cr Strategies Income Cef (JQC) 0.0 $74k 15k 5.09
Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $70k 11k 6.42