Allen Mooney & Barnes Investment Advisors

Allen Mooney & Barnes Investment Advisors as of June 30, 2025

Portfolio Holdings for Allen Mooney & Barnes Investment Advisors

Allen Mooney & Barnes Investment Advisors holds 153 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Meta Platforms Inc Cl A Stock (META) 4.7 $29M 39k 738.09
Apple Stock (AAPL) 4.6 $28M 138k 205.17
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 4.1 $25M 142k 176.23
Microsoft Corp Stock (MSFT) 3.9 $24M 47k 497.41
Jpmorgan Chase & Co Stock (JPM) 3.8 $23M 80k 289.91
American Express Stock (AXP) 3.5 $21M 67k 318.98
Exxon Mobil Corp Stock (XOM) 2.9 $18M 163k 107.80
Schwab Charles Corp Stock (SCHW) 2.7 $17M 182k 91.24
Carlyle Group Stock (CG) 2.7 $16M 314k 51.40
Abbvie Stock (ABBV) 2.6 $16M 86k 185.62
Amazon Stock (AMZN) 2.6 $16M 72k 219.39
American Elec Pwr Stock (AEP) 2.5 $15M 149k 103.76
Lyondellbasell Industries N V Shs - A - Stock (LYB) 2.4 $15M 250k 57.86
Lowes Cos Stock (LOW) 2.4 $14M 65k 221.87
Cisco Sys Stock (CSCO) 2.3 $14M 201k 69.38
Honeywell Intl Stock (HON) 2.3 $14M 59k 232.88
Spdr S&p 500 Etf Trust Etf (SPY) 2.2 $13M 22k 617.85
Unitedhealth Group Stock (UNH) 2.1 $13M 41k 311.97
Cummins Stock (CMI) 2.1 $13M 38k 327.50
Centene Corp Del Stock (CNC) 2.0 $12M 224k 54.28
L3harris Technologies Stock (LHX) 2.0 $12M 48k 250.84
International Business Machs Stock (IBM) 2.0 $12M 40k 294.78
Kenvue Stock (KVUE) 2.0 $12M 568k 20.93
Medtronic Stock (MDT) 1.9 $12M 136k 87.17
Altria Group Stock (MO) 1.8 $11M 189k 58.63
Prudential Finl Stock (PRU) 1.7 $11M 99k 107.44
Enterprise Prods Partners Stock (EPD) 1.7 $11M 342k 31.01
Equifax Stock (EFX) 1.2 $7.4M 29k 259.37
Eog Res Stock (EOG) 1.2 $7.4M 62k 119.61
Citigroup Stock (C) 1.2 $7.2M 85k 85.12
Aflac Stock (AFL) 1.1 $7.0M 66k 105.46
At&t Stock (T) 1.1 $6.9M 240k 28.94
Visa Inc Com Cl A Stock (V) 1.1 $6.7M 19k 355.05
Pepsico Stock (PEP) 1.1 $6.6M 50k 132.04
Ishares Msci Eafe Etf Etf (EFA) 1.1 $6.4M 72k 89.39
Disney Walt Stock (DIS) 1.0 $6.3M 51k 124.01
Applied Matls Stock (AMAT) 0.9 $5.3M 29k 183.07
Walmart Stock (WMT) 0.7 $4.5M 46k 97.78
Vanguard S&p 500 Etf Etf (VOO) 0.7 $4.2M 7.4k 568.02
Eli Lilly & Co Stock (LLY) 0.7 $4.1M 5.3k 779.47
Vanguard Small-cap Etf Etf (VB) 0.7 $4.0M 17k 236.98
Vanguard Mid-cap Etf Etf (VO) 0.6 $3.7M 13k 279.82
Flowers Foods Stock (FLO) 0.5 $3.1M 194k 15.98
Coca Cola Stock (KO) 0.5 $2.9M 42k 70.75
Ishares Msci Emerging Markets Etf Etf (EEM) 0.5 $2.8M 59k 48.24
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.4 $2.7M 5.5k 485.77
Chevron Corp Stock (CVX) 0.4 $2.6M 18k 143.19
Southern Stock (SO) 0.4 $2.4M 26k 91.83
Adobe Stock (ADBE) 0.4 $2.1M 5.5k 386.88
Us Bancorp Del Stock (USB) 0.3 $1.9M 43k 45.25
Merck & Co Stock (MRK) 0.3 $1.9M 24k 79.16
Invesco Qqq Trust Series I Etf (QQQ) 0.3 $1.9M 3.5k 551.64
Gilead Sciences Stock (GILD) 0.3 $1.8M 17k 110.87
Danaher Corporation Stock (DHR) 0.3 $1.8M 8.9k 197.53
Goldman Sachs Group Stock (GS) 0.3 $1.7M 2.5k 707.71
Palantir Technologies Inc Cl A Stock (PLTR) 0.3 $1.7M 13k 136.32
Nvidia Corporation Stock (NVDA) 0.3 $1.7M 11k 157.99
Bristol-myers Squibb Stock (BMY) 0.3 $1.6M 34k 46.29
Truist Finl Corp Stock (TFC) 0.2 $1.4M 33k 42.99
Mcdonalds Corp Stock (MCD) 0.2 $1.4M 4.7k 292.17
Procter And Gamble Stock (PG) 0.2 $1.4M 8.7k 159.32
Intercontinental Exchange Stock (ICE) 0.2 $1.3M 7.3k 183.47
Johnson & Johnson Stock (JNJ) 0.2 $1.3M 8.5k 152.76
Philip Morris Intl Stock (PM) 0.2 $1.2M 6.8k 182.13
Archer Daniels Midland Stock (ADM) 0.2 $1.2M 23k 52.78
Cardinal Health Stock (CAH) 0.2 $1.1M 6.6k 168.00
Stanley Black & Decker Stock (SWK) 0.2 $1.1M 16k 67.75
Deere & Co Stock (DE) 0.2 $963k 1.9k 508.50
Vanguard Total International Bond Etf Etf (BNDX) 0.2 $946k 19k 49.51
Duke Energy Corp Stock (DUK) 0.2 $941k 8.0k 118.00
Tesla Stock (TSLA) 0.2 $936k 2.9k 317.66
Oracle Corp Stock (ORCL) 0.1 $910k 4.2k 218.63
Valmont Inds Stock (VMI) 0.1 $890k 2.7k 326.54
Blackrock Stock (BLK) 0.1 $836k 797.00 1048.64
Caterpillar Stock (CAT) 0.1 $824k 2.1k 388.25
Pimco Mun Income Fd Ii Cef (PML) 0.1 $823k 111k 7.45
Capital One Finl Corp Stock (COF) 0.1 $793k 3.7k 212.76
Bank America Corp Stock (BAC) 0.1 $777k 16k 47.32
Hologic Stock 0.1 $766k 12k 65.16
Nextera Energy Stock (NEE) 0.1 $746k 11k 69.42
Fiserv Stock (FISV) 0.1 $674k 3.9k 172.41
Stryker Corporation Stock (SYK) 0.1 $669k 1.7k 395.74
Rtx Corporation Stock (RTX) 0.1 $666k 4.6k 146.02
Fortinet Stock (FTNT) 0.1 $660k 6.2k 105.72
Global Pmts Stock (GPN) 0.1 $660k 8.2k 80.04
Spdr Gold Shares Etf (GLD) 0.1 $658k 2.2k 304.83
Phillips 66 Stock (PSX) 0.1 $653k 5.5k 119.30
Verizon Communications Stock (VZ) 0.1 $636k 15k 43.27
Pfizer Stock (PFE) 0.1 $633k 26k 24.24
Costco Whsl Corp Stock (COST) 0.1 $618k 624.00 990.13
Broadcom Stock (AVGO) 0.1 $616k 2.2k 275.66
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $612k 3.4k 177.40
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $588k 947.00 621.23
Ishares Russell Midcap Etf Etf (IWR) 0.1 $582k 6.3k 91.97
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.1 $575k 1.0k 566.28
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $574k 1.4k 424.52
Waste Mgmt Inc Del Stock (WM) 0.1 $559k 2.4k 228.84
Ishares Russell 1000 Etf Etf (IWB) 0.1 $554k 1.6k 339.60
Ameris Bancorp Stock (ABCB) 0.1 $550k 8.5k 64.70
Conocophillips Stock (COP) 0.1 $539k 6.0k 89.74
Clorox Co Del Stock (CLX) 0.1 $537k 4.5k 120.06
Dexcom Stock (DXCM) 0.1 $529k 6.1k 87.29
Bank Ozk Little Rock Ark Stock (OZK) 0.1 $522k 11k 47.06
Metlife Stock (MET) 0.1 $515k 6.4k 80.42
Home Depot Stock (HD) 0.1 $508k 1.4k 366.68
Markel Group Stock (MKL) 0.1 $493k 247.00 1997.36
Vanguard Growth Etf Etf (VUG) 0.1 $480k 1.1k 438.31
Ishares Preferred & Income Securities Etf Etf (PFF) 0.1 $477k 16k 30.68
Vanguard Intermediate-term Bond Etf Etf (BIV) 0.1 $474k 6.1k 77.35
Union Pac Corp Stock (UNP) 0.1 $468k 2.0k 230.06
Marathon Pete Corp Stock (MPC) 0.1 $433k 2.6k 166.09
Starbucks Corp Stock (SBUX) 0.1 $379k 4.1k 91.64
Qualcomm Stock (QCOM) 0.1 $377k 2.4k 159.23
Dollar Gen Corp Stock (DG) 0.1 $372k 3.3k 114.37
Booking Holdings Stock (BKNG) 0.1 $371k 64.00 5789.23
BP Adr (BP) 0.1 $363k 12k 29.93
Renasant Corp Stock (RNST) 0.1 $363k 10k 35.93
Pimco Mun Income Fd Iii Cef (PMX) 0.1 $359k 52k 6.86
3M Stock (MMM) 0.1 $358k 2.4k 152.27
Vanguard Information Technology Etf Etf (VGT) 0.1 $354k 533.00 663.28
Kkr & Co Stock (KKR) 0.1 $350k 2.6k 133.04
Eaton Vance Mun Bd Cef (EIM) 0.1 $346k 36k 9.67
Colgate Palmolive Stock (CL) 0.1 $340k 3.7k 90.90
Dominion Energy Stock (D) 0.1 $338k 6.0k 56.52
Vanguard Russell 1000 Value Etf Etf (VONV) 0.1 $331k 3.9k 85.20
Wells Fargo Stock (WFC) 0.1 $327k 4.1k 80.11
Ishares Russell 2000 Etf Etf (IWM) 0.1 $317k 1.5k 215.78
Morgan Stanley Stock (MS) 0.1 $310k 2.2k 140.88
Comcast Corp New Cl A Stock (CMCSA) 0.1 $306k 8.6k 35.69
Genuine Parts Stock (GPC) 0.1 $305k 2.5k 121.29
Emerson Elec Stock (EMR) 0.0 $295k 2.2k 133.35
Tjx Cos Stock (TJX) 0.0 $288k 2.3k 123.50
Allstate Corp Stock (ALL) 0.0 $281k 1.4k 201.37
Iron Mtn Inc Del Reit (IRM) 0.0 $277k 2.7k 102.58
Tractor Supply Stock (TSCO) 0.0 $272k 5.1k 52.77
Generac Hldgs Stock (GNRC) 0.0 $243k 1.7k 143.21
Snap On Stock (SNA) 0.0 $238k 766.00 311.17
General Mtrs Stock (GM) 0.0 $238k 4.8k 49.21
Northrop Grumman Corp Stock (NOC) 0.0 $237k 474.00 500.47
General Mls Stock (GIS) 0.0 $234k 4.5k 51.81
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $230k 4.4k 52.37
Fedex Corp Stock (FDX) 0.0 $230k 1.0k 227.37
Oneok Stock (OKE) 0.0 $229k 2.8k 81.63
Vanguard Health Care Etf Etf (VHT) 0.0 $226k 910.00 248.34
Gallagher Arthur J & Co Stock (AJG) 0.0 $224k 700.00 320.10
Bank New York Mellon Corp Stock (BK) 0.0 $219k 2.4k 91.13
Vanguard Total International Stock Etf Etf (VXUS) 0.0 $208k 3.0k 69.09
Abbott Labs Stock (ABT) 0.0 $208k 1.5k 136.05
Netflix Stock (NFLX) 0.0 $205k 153.00 1339.13
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.0 $204k 1.7k 119.08
Ford Mtr Stock (F) 0.0 $129k 12k 10.85
Blackrock Enhanced Equity Divi Cef (BDJ) 0.0 $119k 13k 8.89
Nuveen Cr Strategies Income Cef (JQC) 0.0 $79k 15k 5.39