Allen Mooney & Barnes Investment Advisors

Allen Mooney & Barnes Investment Advisors as of March 31, 2025

Portfolio Holdings for Allen Mooney & Barnes Investment Advisors

Allen Mooney & Barnes Investment Advisors holds 154 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 4.9 $30M 136k 222.13
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 3.6 $22M 142k 154.64
Jpmorgan Chase & Co Stock (JPM) 3.1 $19M 79k 245.30
Exxon Mobil Corp Stock (XOM) 3.1 $19M 161k 118.93
American Express Stock (AXP) 2.9 $18M 67k 269.05
Abbvie Stock (ABBV) 2.9 $18M 85k 209.52
Microsoft Corp Stock (MSFT) 2.9 $18M 47k 375.39
American Elec Pwr Stock (AEP) 2.6 $16M 148k 109.27
Deere & Co Stock (DE) 2.6 $16M 34k 469.35
Lowes Cos Stock (LOW) 2.4 $15M 64k 233.23
Blackrock Stock (BLK) 2.4 $15M 16k 946.46
Schwab Charles Corp Stock (SCHW) 2.3 $14M 184k 78.28
Kenvue Stock (KVUE) 2.2 $14M 565k 23.98
Centene Corp Del Stock (CNC) 2.2 $14M 222k 60.71
Amazon Stock (AMZN) 2.2 $14M 71k 190.26
Carlyle Group Stock (CG) 2.2 $13M 306k 43.59
Honeywell Intl Stock (HON) 2.0 $13M 59k 211.75
Cisco Sys Stock (CSCO) 2.0 $12M 200k 61.71
Dollar Gen Corp Stock (DG) 2.0 $12M 138k 87.93
Medtronic Stock (MDT) 2.0 $12M 134k 89.86
Unitedhealth Group Stock (UNH) 2.0 $12M 23k 523.75
Cummins Stock (CMI) 1.9 $12M 38k 313.44
Metlife Stock (MET) 1.9 $12M 147k 80.29
Enterprise Prods Partners Stock (EPD) 1.9 $12M 345k 34.14
Meta Platforms Inc Cl A Stock (META) 1.9 $12M 20k 576.35
Spdr S&p 500 Etf Trust Etf (SPY) 1.9 $12M 21k 559.39
Altria Group Stock (MO) 1.9 $11M 190k 60.02
Prudential Finl Stock (PRU) 1.8 $11M 99k 111.68
Lyondellbasell Industries N V Shs - A - Stock (LYB) 1.7 $10M 148k 70.40
International Business Machs Stock (IBM) 1.6 $10M 41k 248.66
L3harris Technologies Stock (LHX) 1.6 $9.9M 47k 209.31
Conocophillips Stock (COP) 1.4 $8.3M 79k 105.02
Aflac Stock (AFL) 1.2 $7.3M 66k 111.19
Pepsico Stock (PEP) 1.2 $7.2M 48k 149.94
Equifax Stock (EFX) 1.1 $7.0M 29k 243.56
At&t Stock (T) 1.1 $6.8M 239k 28.28
Visa Inc Com Cl A Stock (V) 1.1 $6.6M 19k 350.46
Citigroup Stock (C) 1.0 $6.0M 85k 70.99
Ishares Msci Eafe Etf Etf (EFA) 1.0 $5.9M 72k 81.73
Disney Walt Stock (DIS) 0.8 $5.0M 51k 98.70
Eli Lilly & Co Stock (LLY) 0.7 $4.4M 5.3k 825.95
Applied Matls Stock (AMAT) 0.7 $4.2M 29k 145.12
Walmart Stock (WMT) 0.7 $4.1M 46k 87.79
Vanguard S&p 500 Etf Etf (VOO) 0.6 $4.0M 7.8k 513.92
Vanguard Small-cap Etf Etf (VB) 0.6 $3.9M 18k 221.75
Flowers Foods Stock (FLO) 0.6 $3.7M 195k 19.01
Vanguard Mid-cap Etf Etf (VO) 0.6 $3.4M 13k 258.61
Chevron Corp Stock (CVX) 0.5 $3.3M 20k 167.29
Coca Cola Stock (KO) 0.5 $3.0M 41k 71.62
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.5 $2.9M 5.5k 532.58
Ishares Msci Emerging Markets Etf Etf (EEM) 0.4 $2.6M 59k 43.70
Southern Stock (SO) 0.4 $2.4M 26k 91.95
Merck & Co Stock (MRK) 0.3 $2.1M 23k 89.76
Bristol-myers Squibb Stock (BMY) 0.3 $2.0M 33k 60.99
Stanley Black & Decker Stock (SWK) 0.3 $1.9M 25k 76.88
Gilead Sciences Stock (GILD) 0.3 $1.9M 17k 112.05
Starbucks Corp Stock (SBUX) 0.3 $1.8M 19k 98.09
Danaher Corporation Stock (DHR) 0.3 $1.8M 8.9k 205.00
Us Bancorp Del Stock (USB) 0.3 $1.8M 43k 42.22
Invesco Qqq Trust Series I Etf (QQQ) 0.3 $1.6M 3.5k 468.85
Procter And Gamble Stock (PG) 0.3 $1.5M 9.0k 170.41
Mcdonalds Corp Stock (MCD) 0.2 $1.5M 4.7k 312.40
Johnson & Johnson Stock (JNJ) 0.2 $1.4M 8.5k 165.83
Verizon Communications Stock (VZ) 0.2 $1.4M 30k 45.36
Ishares Russell 3000 Etf Etf (IWV) 0.2 $1.3M 4.2k 317.64
Goldman Sachs Group Stock (GS) 0.2 $1.3M 2.4k 546.37
Intercontinental Exchange Stock (ICE) 0.2 $1.3M 7.3k 172.50
Nvidia Corporation Stock (NVDA) 0.2 $1.2M 11k 108.38
Truist Finl Corp Stock (TFC) 0.2 $1.2M 29k 41.15
Palantir Technologies Inc Cl A Stock (PLTR) 0.2 $1.2M 14k 84.40
Archer Daniels Midland Stock (ADM) 0.2 $1.1M 23k 48.01
Philip Morris Intl Stock (PM) 0.2 $1.1M 6.8k 158.72
Duke Energy Corp Stock (DUK) 0.2 $979k 8.0k 121.97
Vanguard Total International Bond Etf Etf (BNDX) 0.2 $932k 19k 48.82
Cardinal Health Stock (CAH) 0.2 $931k 6.8k 137.77
Pimco Mun Income Fd Ii Cef (PML) 0.1 $877k 108k 8.10
Fiserv Stock (FI) 0.1 $864k 3.9k 220.83
Valmont Inds Stock (VMI) 0.1 $812k 2.8k 285.38
Global Pmts Stock (GPN) 0.1 $796k 8.1k 97.92
Nextera Energy Stock (NEE) 0.1 $762k 11k 70.89
Hologic Stock (HOLX) 0.1 $758k 12k 61.77
Caterpillar Stock (CAT) 0.1 $712k 2.2k 329.74
Oracle Corp Stock (ORCL) 0.1 $701k 5.0k 139.81
Tesla Stock (TSLA) 0.1 $687k 2.7k 259.16
Phillips 66 Stock (PSX) 0.1 $675k 5.5k 123.47
Pfizer Stock (PFE) 0.1 $665k 26k 25.34
Clorox Co Del Stock (CLX) 0.1 $665k 4.5k 147.25
Bank America Corp Stock (BAC) 0.1 $655k 16k 41.73
Stryker Corporation Stock (SYK) 0.1 $639k 1.7k 372.35
Spdr Gold Shares Etf (GLD) 0.1 $622k 2.2k 288.14
Fortinet Stock (FTNT) 0.1 $601k 6.2k 96.26
Costco Whsl Corp Stock (COST) 0.1 $600k 634.00 945.96
Rtx Corporation Stock (RTX) 0.1 $587k 4.4k 132.46
Waste Mgmt Inc Del Stock (WM) 0.1 $565k 2.4k 231.55
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.1 $541k 1.0k 533.23
Ishares Russell Midcap Etf Etf (IWR) 0.1 $539k 6.3k 85.07
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $537k 956.00 562.17
Union Pac Corp Stock (UNP) 0.1 $528k 2.2k 236.27
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $505k 3.2k 156.23
Ishares Russell 1000 Etf Etf (IWB) 0.1 $499k 1.6k 306.74
Home Depot Stock (HD) 0.1 $497k 1.4k 366.50
Discover Finl Svcs Stock 0.1 $495k 2.9k 170.70
Ameris Bancorp Stock (ABCB) 0.1 $489k 8.5k 57.57
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $488k 1.4k 360.97
Vanguard Intermediate-term Bond Etf Etf (BIV) 0.1 $484k 6.3k 76.58
Bank Ozk Little Rock Ark Stock (OZK) 0.1 $482k 11k 43.45
Ishares Preferred & Income Securities Etf Etf (PFF) 0.1 $439k 14k 30.73
Markel Group Stock (MKL) 0.1 $415k 222.00 1869.61
Vanguard Growth Etf Etf (VUG) 0.1 $410k 1.1k 370.74
BP Adr (BP) 0.1 $410k 12k 33.79
Dexcom Stock (DXCM) 0.1 $406k 5.9k 68.29
Broadcom Stock (AVGO) 0.1 $397k 2.4k 167.45
Marathon Pete Corp Stock (MPC) 0.1 $379k 2.6k 145.66
Pimco Mun Income Fd Iii Cef (PMX) 0.1 $374k 52k 7.16
Comcast Corp New Cl A Stock (CMCSA) 0.1 $365k 9.9k 36.90
Adobe Stock (ADBE) 0.1 $361k 942.00 383.53
Allstate Corp Stock (ALL) 0.1 $361k 1.7k 207.06
Colgate Palmolive Stock (CL) 0.1 $350k 3.7k 93.70
3M Stock (MMM) 0.1 $346k 2.4k 146.87
First Bancshares Inc Miss Stock (FBMS) 0.1 $341k 10k 33.81
Dominion Energy Stock (D) 0.1 $335k 6.0k 56.07
Vanguard Russell 1000 Value Etf Etf (VONV) 0.1 $319k 3.9k 82.55
Tractor Supply Stock (TSCO) 0.1 $315k 5.7k 55.10
Eaton Vance Mun Bd Cef (EIM) 0.1 $312k 31k 9.97
Kkr & Co Stock (KKR) 0.0 $304k 2.6k 115.62
Booking Holdings Stock (BKNG) 0.0 $304k 66.00 4606.91
Genuine Parts Stock (GPC) 0.0 $299k 2.5k 119.16
Vanguard Information Technology Etf Etf (VGT) 0.0 $299k 551.00 542.38
Wells Fargo Stock (WFC) 0.0 $294k 4.1k 71.80
Ishares Russell 2000 Etf Etf (IWM) 0.0 $293k 1.5k 199.53
Qualcomm Stock (QCOM) 0.0 $291k 1.9k 153.59
Morgan Stanley Stock (MS) 0.0 $286k 2.4k 116.67
Tjx Cos Stock (TJX) 0.0 $283k 2.3k 121.81
Oneok Stock (OKE) 0.0 $278k 2.8k 99.22
General Mls Stock (GIS) 0.0 $268k 4.5k 59.79
Gallagher Arthur J & Co Stock (AJG) 0.0 $259k 749.00 345.36
Snap On Stock (SNA) 0.0 $257k 763.00 337.22
Northrop Grumman Corp Stock (NOC) 0.0 $244k 476.00 512.25
Intel Corp Stock (INTC) 0.0 $242k 11k 22.71
Emerson Elec Stock (EMR) 0.0 $242k 2.2k 109.62
Vanguard Health Care Etf Etf (VHT) 0.0 $241k 910.00 264.73
Iron Mtn Inc Del Reit (IRM) 0.0 $232k 2.7k 86.05
General Mtrs Stock (GM) 0.0 $228k 4.8k 47.03
Fedex Corp Stock (FDX) 0.0 $226k 926.00 243.68
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $219k 4.4k 49.81
Generac Hldgs Stock (GNRC) 0.0 $211k 1.7k 126.65
Becton Dickinson & Co Stock (BDX) 0.0 $208k 909.00 229.07
Welltower Reit (WELL) 0.0 $203k 1.3k 153.24
Abbott Labs Stock (ABT) 0.0 $202k 1.5k 132.63
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.0 $202k 1.7k 118.15
Target Corp Stock (TGT) 0.0 $202k 1.9k 104.37
Bank New York Mellon Corp Stock (BK) 0.0 $201k 2.4k 83.86
Blackrock Enhanced Equity Divi Cef (BDJ) 0.0 $115k 13k 8.60
Nuveen Cr Strategies Income Cef (JQC) 0.0 $79k 15k 5.38