Allen Mooney & Barnes Investment Advisors

Allen Mooney & Barnes Investment Advisors as of Dec. 31, 2024

Portfolio Holdings for Allen Mooney & Barnes Investment Advisors

Allen Mooney & Barnes Investment Advisors holds 149 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 7.0 $41M 165k 250.42
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 4.5 $27M 142k 189.30
Microsoft Corp Stock (MSFT) 4.2 $25M 59k 421.50
Amazon Stock (AMZN) 3.7 $22M 99k 219.39
American Express Stock (AXP) 3.4 $20M 69k 296.79
Jpmorgan Chase & Co Stock (JPM) 3.3 $19M 81k 239.71
Exxon Mobil Corp Stock (XOM) 2.8 $17M 156k 107.57
Blackrock Stock (BLK) 2.6 $16M 15k 1025.11
Lowes Cos Stock (LOW) 2.6 $15M 62k 246.80
Abbvie Stock (ABBV) 2.5 $15M 84k 177.70
Deere & Co Stock (DE) 2.4 $14M 34k 423.70
American Elec Pwr Stock (AEP) 2.3 $13M 146k 92.23
Schwab Charles Corp Stock (SCHW) 2.2 $13M 180k 74.01
Cummins Stock (CMI) 2.2 $13M 37k 348.60
Honeywell Intl Stock (HON) 2.1 $13M 56k 225.89
Cisco Sys Stock (CSCO) 2.0 $12M 198k 59.20
Metlife Stock (MET) 2.0 $12M 143k 81.88
Kenvue Stock (KVUE) 2.0 $12M 547k 21.35
Spdr S&p 500 Etf Trust Etf (SPY) 1.9 $12M 20k 586.08
Prudential Finl Stock (PRU) 1.9 $11M 97k 118.53
Unitedhealth Group Stock (UNH) 1.8 $11M 22k 505.86
Enterprise Prods Partners Stock (EPD) 1.8 $11M 340k 31.36
Lyondellbasell Industries N V Shs - A - Stock (LYB) 1.7 $10M 138k 74.27
Medtronic Stock (MDT) 1.7 $10M 128k 79.88
Dollar Gen Corp Stock (DG) 1.7 $10M 133k 75.82
Altria Group Stock (MO) 1.7 $10M 191k 52.29
L3harris Technologies Stock (LHX) 1.6 $9.6M 46k 210.28
International Business Machs Stock (IBM) 1.5 $9.2M 42k 219.83
Conocophillips Stock (COP) 1.2 $7.4M 75k 99.17
Equifax Stock (EFX) 1.2 $7.3M 29k 254.85
Pepsico Stock (PEP) 1.2 $6.9M 46k 152.06
Aflac Stock (AFL) 1.1 $6.7M 64k 103.44
Visa Inc Com Cl A Stock (V) 1.1 $6.3M 20k 316.04
Citigroup Stock (C) 1.0 $6.0M 85k 70.39
Diageo Adr (DEO) 1.0 $5.8M 46k 127.13
At&t Stock (T) 0.9 $5.6M 247k 22.77
Disney Walt Stock (DIS) 0.9 $5.6M 50k 111.35
Ishares Msci Eafe Etf Etf (EFA) 0.9 $5.4M 72k 75.61
Applied Matls Stock (AMAT) 0.8 $4.6M 28k 162.63
Vanguard Small-cap Etf Etf (VB) 0.7 $4.2M 18k 240.28
Walmart Stock (WMT) 0.7 $4.1M 46k 90.35
Eli Lilly & Co Stock (LLY) 0.7 $4.1M 5.2k 772.01
Flowers Foods Stock (FLO) 0.7 $4.0M 194k 20.66
Vanguard Mid-cap Etf Etf (VO) 0.6 $3.5M 13k 264.14
Vanguard S&p 500 Etf Etf (VOO) 0.6 $3.3M 6.2k 538.80
Chevron Corp Stock (CVX) 0.5 $2.8M 20k 144.84
Coca Cola Stock (KO) 0.4 $2.6M 41k 62.26
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.4 $2.6M 5.6k 453.28
Ishares Msci Emerging Markets Etf Etf (EEM) 0.4 $2.5M 59k 41.82
Merck & Co Stock (MRK) 0.4 $2.3M 23k 99.48
Southern Stock (SO) 0.4 $2.3M 27k 82.32
Danaher Corporation Stock (DHR) 0.3 $2.0M 8.9k 229.55
Stanley Black & Decker Stock (SWK) 0.3 $2.0M 25k 80.29
Bristol-myers Squibb Stock (BMY) 0.3 $1.9M 33k 56.56
Invesco Qqq Trust Series I Etf (QQQ) 0.3 $1.8M 3.5k 511.16
Starbucks Corp Stock (SBUX) 0.3 $1.7M 19k 91.25
Gilead Sciences Stock (GILD) 0.3 $1.5M 17k 92.37
Procter And Gamble Stock (PG) 0.3 $1.5M 8.8k 167.65
Ishares Russell 3000 Etf Etf (IWV) 0.2 $1.4M 4.2k 334.25
Mcdonalds Corp Stock (MCD) 0.2 $1.4M 4.8k 289.89
Goldman Sachs Group Stock (GS) 0.2 $1.4M 2.4k 572.71
Nvidia Corporation Stock (NVDA) 0.2 $1.4M 10k 134.29
Truist Finl Corp Stock (TFC) 0.2 $1.3M 30k 43.38
Johnson & Johnson Stock (JNJ) 0.2 $1.2M 8.3k 144.62
Verizon Communications Stock (VZ) 0.2 $1.2M 30k 39.99
Archer Daniels Midland Stock (ADM) 0.2 $1.1M 23k 50.52
Us Bancorp Del Stock (USB) 0.2 $1.1M 23k 47.83
Intercontinental Exchange Stock (ICE) 0.2 $1.1M 7.4k 149.01
Philip Morris Intl Stock (PM) 0.2 $993k 8.2k 120.35
Vanguard Total International Bond Etf Etf (BNDX) 0.2 $937k 19k 49.05
Tesla Stock (TSLA) 0.2 $931k 2.3k 403.84
Global Pmts Stock (GPN) 0.2 $921k 8.2k 112.06
Hologic Stock (HOLX) 0.1 $883k 12k 72.09
Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $870k 12k 75.63
Duke Energy Corp Stock (DUK) 0.1 $863k 8.0k 107.73
Pimco Mun Income Fd Ii Cef (PML) 0.1 $861k 106k 8.09
Oracle Corp Stock (ORCL) 0.1 $840k 5.0k 166.66
Caterpillar Stock (CAT) 0.1 $824k 2.3k 362.76
Cardinal Health Stock (CAH) 0.1 $809k 6.8k 118.27
Fiserv Stock (FI) 0.1 $803k 3.9k 205.42
Valmont Inds Stock (VMI) 0.1 $797k 2.6k 306.63
Meta Platforms Inc Cl A Stock (META) 0.1 $777k 1.3k 585.68
Nextera Energy Stock (NEE) 0.1 $771k 11k 71.69
Clorox Co Del Stock (CLX) 0.1 $733k 4.5k 162.41
Bank America Corp Stock (BAC) 0.1 $732k 17k 43.95
Pfizer Stock (PFE) 0.1 $686k 26k 26.53
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $664k 3.5k 190.46
Phillips 66 Stock (PSX) 0.1 $617k 5.4k 113.92
Fortinet Stock (FTNT) 0.1 $612k 6.5k 94.48
Broadcom Stock (AVGO) 0.1 $600k 2.6k 231.81
Stryker Corporation Stock (SYK) 0.1 $584k 1.6k 360.16
Costco Whsl Corp Stock (COST) 0.1 $581k 634.00 916.44
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.1 $576k 1.0k 569.58
Union Pac Corp Stock (UNP) 0.1 $576k 2.5k 228.03
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $544k 1.4k 401.61
Ameris Bancorp Stock (ABCB) 0.1 $532k 8.5k 62.57
Ishares Russell Midcap Etf Etf (IWR) 0.1 $530k 6.0k 88.40
Ishares Russell 1000 Etf Etf (IWB) 0.1 $523k 1.6k 322.09
Spdr Gold Shares Etf (GLD) 0.1 $523k 2.2k 242.13
Home Depot Stock (HD) 0.1 $515k 1.3k 388.99
Waste Mgmt Inc Del Stock (WM) 0.1 $504k 2.5k 201.75
Discover Finl Svcs Stock 0.1 $502k 2.9k 173.23
Rtx Corporation Stock (RTX) 0.1 $501k 4.3k 115.72
Bank Ozk Little Rock Ark Stock (OZK) 0.1 $494k 11k 44.53
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $479k 814.00 588.99
Dexcom Stock (DXCM) 0.1 $477k 6.1k 77.77
Vanguard Intermediate-term Bond Etf Etf (BIV) 0.1 $472k 6.3k 74.74
Vanguard Growth Etf Etf (VUG) 0.1 $449k 1.1k 410.41
Vanguard Information Technology Etf Etf (VGT) 0.1 $443k 713.00 621.80
Adobe Stock (ADBE) 0.1 $428k 962.00 444.68
Ishares Preferred & Income Securities Etf Etf (PFF) 0.1 $416k 13k 31.44
Kkr & Co Stock (KKR) 0.1 $389k 2.6k 147.92
Pimco Mun Income Fd Iii Cef (PMX) 0.1 $384k 52k 7.36
Markel Group Stock (MKL) 0.1 $383k 222.00 1726.23
Comcast Corp New Cl A Stock (CMCSA) 0.1 $371k 9.9k 37.53
BP Adr (BP) 0.1 $370k 13k 29.56
Marathon Pete Corp Stock (MPC) 0.1 $362k 2.6k 139.53
First Bancshares Inc Miss Stock (FBMS) 0.1 $351k 10k 35.00
Colgate Palmolive Stock (CL) 0.1 $339k 3.7k 90.90
Allstate Corp Stock (ALL) 0.1 $336k 1.7k 192.84
Ishares Russell 2000 Etf Etf (IWM) 0.1 $324k 1.5k 220.96
Dominion Energy Stock (D) 0.1 $322k 6.0k 53.86
Morgan Stanley Stock (MS) 0.1 $321k 2.6k 125.72
Booking Holdings Stock (BKNG) 0.1 $318k 64.00 4968.42
Eaton Vance Mun Bd Cef (EIM) 0.1 $314k 30k 10.36
Vanguard Russell 1000 Value Etf Etf (VONV) 0.1 $313k 3.8k 81.26
3M Stock (MMM) 0.1 $310k 2.4k 129.07
Tractor Supply Stock (TSCO) 0.1 $304k 5.7k 53.06
Qualcomm Stock (QCOM) 0.0 $294k 1.9k 153.60
Genuine Parts Stock (GPC) 0.0 $293k 2.5k 116.77
Wells Fargo Stock (WFC) 0.0 $291k 4.1k 70.24
General Mls Stock (GIS) 0.0 $284k 4.5k 63.77
Oneok Stock (OKE) 0.0 $281k 2.8k 100.40
Tjx Cos Stock (TJX) 0.0 $280k 2.3k 120.83
Iron Mtn Inc Del Reit (IRM) 0.0 $273k 2.6k 105.10
Generac Hldgs Stock (GNRC) 0.0 $268k 1.7k 155.05
Target Corp Stock (TGT) 0.0 $262k 1.9k 135.18
General Mtrs Stock (GM) 0.0 $258k 4.8k 53.27
Emerson Elec Stock (EMR) 0.0 $256k 2.1k 123.93
Intel Corp Stock (INTC) 0.0 $247k 12k 20.05
Snap On Stock (SNA) 0.0 $242k 713.00 339.54
Fedex Corp Stock (FDX) 0.0 $241k 858.00 281.39
Vanguard Health Care Etf Etf (VHT) 0.0 $231k 910.00 253.69
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $212k 4.4k 48.33
Northrop Grumman Corp Stock (NOC) 0.0 $212k 452.00 469.39
Becton Dickinson & Co Stock (BDX) 0.0 $206k 909.00 226.84
Abbott Labs Stock (ABT) 0.0 $200k 1.8k 113.12
Blackrock Enhanced Equity Divi Cef (BDJ) 0.0 $110k 13k 8.28
Nuveen Cr Strategies Income Cef (JQC) 0.0 $83k 15k 5.69