Allen Mooney & Barnes Investment Advisors

Allen Mooney & Barnes Investment Advisors as of June 30, 2024

Portfolio Holdings for Allen Mooney & Barnes Investment Advisors

Allen Mooney & Barnes Investment Advisors holds 151 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Allen, Mooney & Barnes Investment Adviso Apple Inc Com (AAPL) 6.4 $36M 170k 210.62
Allen, Mooney & Barnes Investment Adviso Alphabet Inc Cap Stk Cl A (GOOGL) 4.7 $26M 144k 182.15
Allen, Mooney & Barnes Investment Adviso Microsoft Corp Com (MSFT) 4.7 $26M 59k 446.95
Allen, Mooney & Barnes Investment Adviso Amazon Com Inc Com (AMZN) 3.5 $20M 102k 193.25
Allen, Mooney & Barnes Investment Adviso Exxon Mobil Corp Com (XOM) 3.2 $18M 155k 115.12
Allen, Mooney & Barnes Investment Adviso Jpmorgan Chase & Co. Com (JPM) 3.1 $17M 86k 202.26
Allen, Mooney & Barnes Investment Adviso American Express Co Com (AXP) 3.0 $17M 73k 231.55
Allen, Mooney & Barnes Investment Adviso Abbvie Inc Com (ABBV) 2.7 $15M 87k 171.52
Allen, Mooney & Barnes Investment Adviso Lowes Cos Inc Com (LOW) 2.5 $14M 64k 220.46
Allen, Mooney & Barnes Investment Adviso Schwab Charles Corp Com (SCHW) 2.4 $13M 180k 73.69
Allen, Mooney & Barnes Investment Adviso American Elec Pwr Co Inc Com (AEP) 2.3 $13M 149k 87.74
Allen, Mooney & Barnes Investment Adviso Lyondellbasell Industries N V Shs - A - (LYB) 2.3 $13M 136k 95.66
Allen, Mooney & Barnes Investment Adviso Deere & Co Com (DE) 2.3 $13M 34k 373.63
Allen, Mooney & Barnes Investment Adviso Blackrock Inc Com 2.2 $13M 16k 787.34
Allen, Mooney & Barnes Investment Adviso Honeywell Intl Inc Com (HON) 2.2 $12M 57k 213.54
Allen, Mooney & Barnes Investment Adviso Prudential Finl Inc Com (PRU) 2.1 $12M 100k 117.19
Allen, Mooney & Barnes Investment Adviso Spdr S&p 500 Etf Trust (SPY) 2.0 $11M 21k 544.24
Allen, Mooney & Barnes Investment Adviso Unitedhealth Group Inc Com (UNH) 2.0 $11M 22k 509.28
Allen, Mooney & Barnes Investment Adviso Cummins Inc Com (CMI) 2.0 $11M 40k 276.93
Allen, Mooney & Barnes Investment Adviso L3harris Technologies Inc Com (LHX) 1.9 $11M 47k 224.58
Allen, Mooney & Barnes Investment Adviso Metlife Inc Com (MET) 1.9 $10M 148k 70.19
Allen, Mooney & Barnes Investment Adviso Enterprise Prods Partners L P Com (EPD) 1.8 $10M 350k 28.98
Allen, Mooney & Barnes Investment Adviso Cisco Sys Inc Com (CSCO) 1.7 $9.5M 200k 47.51
Allen, Mooney & Barnes Investment Adviso Medtronic Plc Shs (MDT) 1.7 $9.4M 120k 78.71
Allen, Mooney & Barnes Investment Adviso Conocophillips Com (COP) 1.6 $9.2M 80k 114.38
Allen, Mooney & Barnes Investment Adviso Altria Group Inc Com (MO) 1.6 $9.0M 198k 45.55
Allen, Mooney & Barnes Investment Adviso Cvs Health Corp Com (CVS) 1.4 $7.7M 131k 59.06
Allen, Mooney & Barnes Investment Adviso International Business Machs Com (IBM) 1.4 $7.7M 44k 172.95
Allen, Mooney & Barnes Investment Adviso Pepsico Inc Com (PEP) 1.4 $7.6M 46k 164.93
Allen, Mooney & Barnes Investment Adviso Equifax Inc Com (EFX) 1.2 $7.0M 29k 242.47
Allen, Mooney & Barnes Investment Adviso Aflac Inc Com (AFL) 1.2 $6.8M 77k 89.31
Allen, Mooney & Barnes Investment Adviso Applied Matls Inc Com (AMAT) 1.2 $6.6M 28k 235.99
Allen, Mooney & Barnes Investment Adviso Diageo Plc Spon Adr New (DEO) 1.0 $5.7M 46k 126.08
Allen, Mooney & Barnes Investment Adviso Citigroup Inc Com New (C) 1.0 $5.6M 88k 63.46
Allen, Mooney & Barnes Investment Adviso Ishares Msci Eafe Etf (EFA) 1.0 $5.5M 70k 78.33
Allen, Mooney & Barnes Investment Adviso Disney Walt Co Com (DIS) 0.9 $5.2M 53k 99.29
Allen, Mooney & Barnes Investment Adviso Visa Inc Com Cl A (V) 0.9 $5.1M 20k 262.47
Allen, Mooney & Barnes Investment Adviso At&t Inc Com (T) 0.9 $5.0M 259k 19.11
Allen, Mooney & Barnes Investment Adviso Flowers Foods Inc Com (FLO) 0.8 $4.6M 207k 22.20
Allen, Mooney & Barnes Investment Adviso Eli Lilly & Co Com (LLY) 0.8 $4.5M 5.0k 905.38
Allen, Mooney & Barnes Investment Adviso Vanguard Small-cap Etf (VB) 0.7 $4.0M 18k 218.04
Allen, Mooney & Barnes Investment Adviso Vanguard Mid-cap Etf (VO) 0.6 $3.3M 14k 242.12
Allen, Mooney & Barnes Investment Adviso Vanguard S&p 500 Etf (VOO) 0.6 $3.2M 6.4k 500.18
Allen, Mooney & Barnes Investment Adviso Walmart Inc Com (WMT) 0.6 $3.1M 46k 67.71
Allen, Mooney & Barnes Investment Adviso Merck & Co Inc Com (MRK) 0.5 $2.8M 23k 123.80
Allen, Mooney & Barnes Investment Adviso Chevron Corp New Com (CVX) 0.5 $2.8M 18k 156.42
Allen, Mooney & Barnes Investment Adviso Ishares Russell 3000 Etf (IWV) 0.5 $2.6M 8.3k 308.67
Allen, Mooney & Barnes Investment Adviso Coca Cola Co Com (KO) 0.5 $2.5M 40k 63.65
Allen, Mooney & Barnes Investment Adviso Ishares Msci Emerging Markets Etf (EEM) 0.5 $2.5M 59k 42.59
Allen, Mooney & Barnes Investment Adviso Danaher Corporation Com (DHR) 0.4 $2.3M 9.1k 249.88
Allen, Mooney & Barnes Investment Adviso Southern Co Com (SO) 0.4 $2.2M 29k 77.57
Allen, Mooney & Barnes Investment Adviso Stanley Black & Decker Inc Com (SWK) 0.4 $2.1M 26k 79.89
Allen, Mooney & Barnes Investment Adviso Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.0M 5.0k 406.80
Allen, Mooney & Barnes Investment Adviso Invesco Qqq Trust Series I (QQQ) 0.3 $1.7M 3.6k 479.12
Allen, Mooney & Barnes Investment Adviso Starbucks Corp Com (SBUX) 0.3 $1.7M 22k 77.85
Allen, Mooney & Barnes Investment Adviso Archer Daniels Midland Co Com (ADM) 0.3 $1.6M 27k 60.45
Allen, Mooney & Barnes Investment Adviso Bristol-myers Squibb Co Com (BMY) 0.3 $1.5M 36k 41.53
Allen, Mooney & Barnes Investment Adviso Procter And Gamble Co Com (PG) 0.3 $1.4M 8.6k 164.92
Allen, Mooney & Barnes Investment Adviso Gilead Sciences Inc Com (GILD) 0.2 $1.4M 20k 68.61
Allen, Mooney & Barnes Investment Adviso Verizon Communications Inc Com (VZ) 0.2 $1.4M 33k 41.24
Allen, Mooney & Barnes Investment Adviso Truist Finl Corp Com (TFC) 0.2 $1.3M 35k 38.85
Allen, Mooney & Barnes Investment Adviso Nvidia Corporation Com (NVDA) 0.2 $1.3M 10k 123.55
Allen, Mooney & Barnes Investment Adviso Mcdonalds Corp Com (MCD) 0.2 $1.2M 4.8k 254.88
Allen, Mooney & Barnes Investment Adviso Johnson & Johnson Com (JNJ) 0.2 $1.2M 8.2k 146.17
Allen, Mooney & Barnes Investment Adviso Us Bancorp Del Com New (USB) 0.2 $1.1M 29k 39.70
Allen, Mooney & Barnes Investment Adviso Vanguard Total International Stock Etf (VXUS) 0.2 $1.1M 19k 60.30
Allen, Mooney & Barnes Investment Adviso Goldman Sachs Group Inc Com (GS) 0.2 $1.1M 2.4k 452.40
Allen, Mooney & Barnes Investment Adviso Intercontinental Exchange Inc Com (ICE) 0.2 $1.0M 7.6k 136.90
Allen, Mooney & Barnes Investment Adviso Waste Mgmt Inc Del Com (WM) 0.2 $1.0M 4.7k 213.35
Allen, Mooney & Barnes Investment Adviso Caterpillar Inc Com (CAT) 0.2 $931k 2.8k 333.12
Allen, Mooney & Barnes Investment Adviso Hologic Inc Com (HOLX) 0.2 $930k 13k 74.25
Allen, Mooney & Barnes Investment Adviso Vanguard Total International Bond Etf (BNDX) 0.2 $930k 19k 48.67
Allen, Mooney & Barnes Investment Adviso Tc Bancshares Inc Com (TCBC) 0.2 $899k 67k 13.50
Allen, Mooney & Barnes Investment Adviso Pimco Mun Income Fd Ii Com (PML) 0.2 $886k 104k 8.53
Allen, Mooney & Barnes Investment Adviso Ishares Russell 1000 Etf (IWB) 0.1 $822k 2.8k 297.65
Allen, Mooney & Barnes Investment Adviso Ishares Core S&p 500 Etf (IVV) 0.1 $822k 1.5k 547.28
Allen, Mooney & Barnes Investment Adviso Philip Morris Intl Inc Com (PM) 0.1 $820k 8.1k 101.33
Allen, Mooney & Barnes Investment Adviso Oracle Corp Com (ORCL) 0.1 $817k 5.8k 141.21
Allen, Mooney & Barnes Investment Adviso Duke Energy Corp New Com New (DUK) 0.1 $814k 8.1k 100.23
Allen, Mooney & Barnes Investment Adviso Global Pmts Inc Com (GPN) 0.1 $785k 8.1k 96.71
Allen, Mooney & Barnes Investment Adviso Phillips 66 Com (PSX) 0.1 $779k 5.5k 141.17
Allen, Mooney & Barnes Investment Adviso Nextera Energy Inc Com (NEE) 0.1 $742k 11k 70.82
Allen, Mooney & Barnes Investment Adviso Valmont Inds Inc Com (VMI) 0.1 $724k 2.6k 274.46
Allen, Mooney & Barnes Investment Adviso Vanguard Growth Etf (VUG) 0.1 $705k 1.9k 374.04
Allen, Mooney & Barnes Investment Adviso Cardinal Health Inc Com (CAH) 0.1 $678k 6.9k 98.32
Allen, Mooney & Barnes Investment Adviso Bank America Corp Com (BAC) 0.1 $675k 17k 39.77
Allen, Mooney & Barnes Investment Adviso Palantir Technologies Inc Cl A (PLTR) 0.1 $659k 26k 25.33
Allen, Mooney & Barnes Investment Adviso Pfizer Inc Com (PFE) 0.1 $653k 23k 27.98
Allen, Mooney & Barnes Investment Adviso Clorox Co Del Com (CLX) 0.1 $630k 4.6k 136.48
Allen, Mooney & Barnes Investment Adviso Adobe Inc Com (ADBE) 0.1 $606k 1.1k 555.54
Allen, Mooney & Barnes Investment Adviso Fiserv Inc Com (FI) 0.1 $596k 4.0k 149.04
Allen, Mooney & Barnes Investment Adviso Meta Platforms Inc Cl A (META) 0.1 $593k 1.2k 504.52
Allen, Mooney & Barnes Investment Adviso Alphabet Inc Cap Stk Cl C (GOOG) 0.1 $586k 3.2k 183.43
Allen, Mooney & Barnes Investment Adviso Ishares Russell Midcap Etf (IWR) 0.1 $572k 7.1k 81.08
Allen, Mooney & Barnes Investment Adviso Union Pac Corp Com (UNP) 0.1 $567k 2.5k 226.29
Allen, Mooney & Barnes Investment Adviso Costco Whsl Corp New Com (COST) 0.1 $549k 645.00 850.89
Allen, Mooney & Barnes Investment Adviso Spdr S&p Midcap 400 Etf Trust (MDY) 0.1 $540k 1.0k 535.19
Allen, Mooney & Barnes Investment Adviso Vaneck Morningstar Wide Moat Etf (MOAT) 0.1 $527k 6.1k 86.61
Allen, Mooney & Barnes Investment Adviso Vanguard Intermediate-term Bond Etf (BIV) 0.1 $522k 7.0k 74.90
Allen, Mooney & Barnes Investment Adviso Qualcomm Inc Com (QCOM) 0.1 $508k 2.6k 199.20
Allen, Mooney & Barnes Investment Adviso Ishares Preferred & Income Securities Etf (PFF) 0.1 $501k 16k 31.55
Allen, Mooney & Barnes Investment Adviso Ishares Russell 1000 Growth Etf (IWF) 0.1 $491k 1.3k 364.72
Allen, Mooney & Barnes Investment Adviso Vanguard Russell 1000 Value Etf (VONV) 0.1 $470k 6.1k 76.58
Allen, Mooney & Barnes Investment Adviso Intel Corp Com (INTC) 0.1 $467k 15k 30.97
Allen, Mooney & Barnes Investment Adviso Financial Select Sector Spdr Fund (XLF) 0.1 $465k 11k 41.11
Allen, Mooney & Barnes Investment Adviso Stryker Corporation Com (SYK) 0.1 $461k 1.4k 340.36
Allen, Mooney & Barnes Investment Adviso Bank Ozk Little Rock Ark Com (OZK) 0.1 $455k 11k 41.00
Allen, Mooney & Barnes Investment Adviso Bp Plc Sponsored Adr (BP) 0.1 $452k 13k 36.10
Allen, Mooney & Barnes Investment Adviso Spdr Gold Shares (GLD) 0.1 $450k 2.1k 215.01
Allen, Mooney & Barnes Investment Adviso First Bancshares Inc Miss Com (FBMS) 0.1 $438k 17k 25.98
Allen, Mooney & Barnes Investment Adviso Home Depot Inc Com (HD) 0.1 $438k 1.3k 344.47
Allen, Mooney & Barnes Investment Adviso Ameris Bancorp Com (ABCB) 0.1 $431k 8.6k 50.35
Allen, Mooney & Barnes Investment Adviso Rtx Corporation Com (RTX) 0.1 $423k 4.2k 100.41
Allen, Mooney & Barnes Investment Adviso Fortinet Inc Com (FTNT) 0.1 $413k 6.9k 60.27
Allen, Mooney & Barnes Investment Adviso Vanguard Information Technology Etf (VGT) 0.1 $411k 713.00 576.59
Allen, Mooney & Barnes Investment Adviso Pimco Mun Income Fd Iii Com (PMX) 0.1 $409k 52k 7.88
Allen, Mooney & Barnes Investment Adviso Comcast Corp New Cl A (CMCSA) 0.1 $406k 10k 39.16
Allen, Mooney & Barnes Investment Adviso Broadcom Inc Com (AVGO) 0.1 $388k 241.00 1611.36
Allen, Mooney & Barnes Investment Adviso Discover Finl Svcs Com 0.1 $379k 2.9k 130.81
Allen, Mooney & Barnes Investment Adviso Iron Mtn Inc Del Com (IRM) 0.1 $375k 4.2k 89.62
Allen, Mooney & Barnes Investment Adviso Genuine Parts Co Com (GPC) 0.1 $374k 2.7k 138.34
Allen, Mooney & Barnes Investment Adviso Colgate Palmolive Co Com (CL) 0.1 $363k 3.7k 97.04
Allen, Mooney & Barnes Investment Adviso Dominion Energy Inc Com (D) 0.1 $359k 7.3k 49.00
Allen, Mooney & Barnes Investment Adviso Allstate Corp Com (ALL) 0.1 $351k 2.2k 159.68
Allen, Mooney & Barnes Investment Adviso Tesla Inc Com (TSLA) 0.1 $346k 1.7k 197.88
Allen, Mooney & Barnes Investment Adviso Becton Dickinson & Co Com (BDX) 0.1 $336k 1.4k 233.81
Allen, Mooney & Barnes Investment Adviso Vanguard Short-term Corporate Bond Etf (VCSH) 0.1 $308k 4.0k 77.28
Allen, Mooney & Barnes Investment Adviso Ishares Russell 1000 Value Etf (IWD) 0.1 $305k 1.7k 174.47
Allen, Mooney & Barnes Investment Adviso Ishares Russell 2000 Etf (IWM) 0.1 $299k 1.5k 203.02
Allen, Mooney & Barnes Investment Adviso Tractor Supply Co Com (TSCO) 0.1 $298k 1.1k 270.10
Allen, Mooney & Barnes Investment Adviso Target Corp Com (TGT) 0.1 $296k 2.0k 148.11
Allen, Mooney & Barnes Investment Adviso General Mls Inc Com (GIS) 0.1 $292k 4.6k 63.26
Allen, Mooney & Barnes Investment Adviso Eaton Vance Mun Bd Fd Com (EIM) 0.1 $291k 28k 10.58
Allen, Mooney & Barnes Investment Adviso Wells Fargo Co New Com (WFC) 0.0 $278k 4.7k 59.39
Allen, Mooney & Barnes Investment Adviso Kkr & Co Inc Com (KKR) 0.0 $277k 2.6k 105.25
Allen, Mooney & Barnes Investment Adviso Marathon Pete Corp Com (MPC) 0.0 $274k 1.6k 173.50
Allen, Mooney & Barnes Investment Adviso Tjx Cos Inc New Com (TJX) 0.0 $255k 2.3k 110.11
Allen, Mooney & Barnes Investment Adviso 3m Co Com (MMM) 0.0 $247k 2.4k 102.23
Allen, Mooney & Barnes Investment Adviso Generac Hldgs Inc Com (GNRC) 0.0 $247k 1.9k 132.22
Allen, Mooney & Barnes Investment Adviso Vanguard Health Care Etf (VHT) 0.0 $246k 926.00 266.00
Allen, Mooney & Barnes Investment Adviso Morgan Stanley Com New (MS) 0.0 $238k 2.4k 97.19
Allen, Mooney & Barnes Investment Adviso Emerson Elec Co Com (EMR) 0.0 $230k 2.1k 110.16
Allen, Mooney & Barnes Investment Adviso Dollar Gen Corp New Com (DG) 0.0 $226k 1.7k 132.25
Allen, Mooney & Barnes Investment Adviso General Mtrs Co Com (GM) 0.0 $225k 4.8k 46.47
Allen, Mooney & Barnes Investment Adviso Fedex Corp Com (FDX) 0.0 $211k 704.00 300.02
Allen, Mooney & Barnes Investment Adviso Vanguard Financials Etf (VFH) 0.0 $210k 2.1k 99.92
Allen, Mooney & Barnes Investment Adviso Booking Holdings Inc Com (BKNG) 0.0 $206k 52.00 3961.50
Allen, Mooney & Barnes Investment Adviso Ford Mtr Co Del Com (F) 0.0 $187k 15k 12.54
Allen, Mooney & Barnes Investment Adviso Blackrock Enhanced Equity Divi Com (BDJ) 0.0 $107k 13k 8.17
Allen, Mooney & Barnes Investment Adviso Nuveen Cr Strategies Income Fd Com Shs (JQC) 0.0 $81k 15k 5.55
Allen, Mooney & Barnes Investment Adviso Danimer Scientific Inc Com Cl A (DNMR) 0.0 $65k 108k 0.60