Allen Mooney & Barnes Investment Advisors

Allen Mooney & Barnes Investment Advisors as of Sept. 30, 2025

Portfolio Holdings for Allen Mooney & Barnes Investment Advisors

Allen Mooney & Barnes Investment Advisors holds 157 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 5.3 $34M 133k 254.63
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 3.8 $24M 99k 243.10
Microsoft Corp Stock (MSFT) 3.7 $24M 46k 517.95
Abbvie Stock (ABBV) 3.1 $20M 86k 231.54
Exxon Mobil Corp Stock (XOM) 2.9 $19M 166k 112.75
Jpmorgan Chase & Co Stock (JPM) 2.9 $19M 59k 315.43
Unitedhealth Group Stock (UNH) 2.7 $18M 51k 345.30
American Elec Pwr Stock (AEP) 2.6 $17M 150k 112.50
American Express Stock (AXP) 2.6 $17M 50k 332.16
Meta Platforms Inc Cl A Stock (META) 2.6 $17M 23k 734.37
Cummins Stock (CMI) 2.6 $17M 39k 422.36
Lowes Cos Stock (LOW) 2.5 $16M 65k 251.31
Amazon Stock (AMZN) 2.5 $16M 72k 219.57
Carlyle Group Stock (CG) 2.4 $16M 247k 62.70
Enterprise Prods Partners Stock (EPD) 2.4 $16M 495k 31.27
Elevance Health Inc Formerly A Stock (ELV) 2.4 $15M 47k 323.12
L3harris Technologies Stock (LHX) 2.3 $15M 48k 305.41
Spdr S&p 500 Etf Trust Etf (SPY) 2.2 $14M 21k 666.18
Fiserv Stock (FI) 2.2 $14M 109k 128.93
Schwab Charles Corp Stock (SCHW) 2.2 $14M 146k 95.47
Cisco Sys Stock (CSCO) 2.1 $14M 200k 68.42
Medtronic Stock (MDT) 2.0 $13M 138k 95.24
Altria Group Stock (MO) 2.0 $13M 194k 66.06
Lyondellbasell Industries N V Shs - A - Stock (LYB) 1.9 $13M 255k 49.04
Honeywell Intl Stock (HON) 1.9 $12M 59k 210.50
Flowers Foods Stock (FLO) 1.9 $12M 936k 13.05
Eog Res Stock (EOG) 1.9 $12M 108k 112.12
International Business Machs Stock (IBM) 1.8 $12M 41k 282.16
Prudential Finl Stock (PRU) 1.6 $10M 100k 103.74
Kenvue Stock (KVUE) 1.5 $9.4M 581k 16.23
Citigroup Stock (C) 1.4 $8.8M 87k 101.50
Equifax Stock (EFX) 1.1 $7.4M 29k 256.53
Aflac Stock (AFL) 1.1 $7.3M 66k 111.70
Pepsico Stock (PEP) 1.1 $7.2M 51k 140.44
At&t Stock (T) 1.1 $7.0M 246k 28.24
Ishares Msci Eafe Etf Etf (EFA) 1.0 $6.7M 72k 93.37
Visa Inc Com Cl A Stock (V) 1.0 $6.2M 18k 341.37
Applied Matls Stock (AMAT) 0.9 $5.8M 28k 204.74
Walmart Stock (WMT) 0.7 $4.8M 46k 103.06
Vanguard S&p 500 Etf Etf (VOO) 0.7 $4.5M 7.4k 612.39
Vanguard Small-cap Etf Etf (VB) 0.7 $4.3M 17k 254.29
Eli Lilly & Co Stock (LLY) 0.6 $3.9M 5.1k 762.99
Vanguard Mid-cap Etf Etf (VO) 0.6 $3.9M 13k 293.73
Ishares Msci Emerging Markets Etf Etf (EEM) 0.5 $3.1M 59k 53.40
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.4 $2.7M 5.4k 502.74
Chevron Corp Stock (CVX) 0.4 $2.7M 17k 155.29
Coca Cola Stock (KO) 0.4 $2.7M 40k 66.32
Southern Stock (SO) 0.4 $2.5M 27k 94.77
Us Bancorp Del Stock (USB) 0.3 $2.1M 43k 48.33
Invesco Qqq Trust Series I Etf (QQQ) 0.3 $2.1M 3.4k 600.46
Merck & Co Stock (MRK) 0.3 $2.0M 24k 83.93
Adobe Stock (ADBE) 0.3 $2.0M 5.5k 352.75
Gilead Sciences Stock (GILD) 0.3 $1.8M 16k 111.00
Nvidia Corporation Stock (NVDA) 0.3 $1.8M 9.4k 186.58
Danaher Corporation Stock (DHR) 0.3 $1.7M 8.6k 198.27
Goldman Sachs Group Stock (GS) 0.2 $1.6M 2.0k 796.36
Bristol-myers Squibb Stock (BMY) 0.2 $1.5M 34k 45.10
Truist Finl Corp Stock (TFC) 0.2 $1.5M 32k 45.72
Johnson & Johnson Stock (JNJ) 0.2 $1.5M 7.9k 185.42
Archer Daniels Midland Stock (ADM) 0.2 $1.4M 24k 59.74
Mcdonalds Corp Stock (MCD) 0.2 $1.4M 4.7k 303.90
Palantir Technologies Inc Cl A Stock (PLTR) 0.2 $1.4M 7.7k 182.42
Procter And Gamble Stock (PG) 0.2 $1.3M 8.6k 153.65
Oracle Corp Stock (ORCL) 0.2 $1.3M 4.6k 281.21
Intercontinental Exchange Stock (ICE) 0.2 $1.2M 7.2k 168.49
Stanley Black & Decker Stock (SWK) 0.2 $1.2M 16k 74.33
Philip Morris Intl Stock (PM) 0.2 $1.1M 6.8k 162.19
Valmont Inds Stock (VMI) 0.2 $1.1M 2.7k 387.75
Cardinal Health Stock (CAH) 0.2 $1.1M 6.7k 156.96
Caterpillar Stock (CAT) 0.2 $991k 2.1k 477.19
Duke Energy Corp Stock (DUK) 0.2 $988k 8.0k 123.76
Vanguard Total International Bond Etf Etf (BNDX) 0.1 $945k 19k 49.46
Blackrock Stock (BLK) 0.1 $886k 760.00 1165.50
Deere & Co Stock (DE) 0.1 $873k 1.9k 457.15
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $833k 3.4k 243.54
Pimco Mun Income Fd Ii Cef (PML) 0.1 $815k 103k 7.91
Global Pmts Stock (GPN) 0.1 $815k 9.8k 83.08
Capital One Finl Corp Stock (COF) 0.1 $792k 3.7k 212.58
Hologic Stock (HOLX) 0.1 $786k 12k 67.49
Spdr Gold Shares Etf (GLD) 0.1 $768k 2.2k 355.47
Nextera Energy Stock (NEE) 0.1 $754k 10k 75.49
Rtx Corporation Stock (RTX) 0.1 $751k 4.5k 167.34
Broadcom Stock (AVGO) 0.1 $729k 2.2k 329.86
Bank America Corp Stock (BAC) 0.1 $700k 14k 51.59
Phillips 66 Stock (PSX) 0.1 $673k 4.9k 136.02
Pfizer Stock (PFE) 0.1 $659k 26k 25.48
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $634k 1.4k 468.41
Ameris Bancorp Stock (ABCB) 0.1 $623k 8.5k 73.31
Stryker Corporation Stock (SYK) 0.1 $616k 1.7k 369.77
Ishares Russell Midcap Etf Etf (IWR) 0.1 $612k 6.3k 96.55
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $608k 908.00 669.57
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.1 $606k 1.0k 596.03
Ishares Russell 1000 Etf Etf (IWB) 0.1 $598k 1.6k 365.59
Verizon Communications Stock (VZ) 0.1 $596k 14k 43.95
Tesla Stock (TSLA) 0.1 $587k 1.3k 444.72
Costco Whsl Corp Stock (COST) 0.1 $578k 624.00 926.13
Bank Ozk Little Rock Ark Stock (OZK) 0.1 $557k 11k 50.98
Clorox Co Del Stock (CLX) 0.1 $553k 4.5k 123.30
Fortinet Stock (FTNT) 0.1 $534k 6.3k 84.08
Vanguard Growth Etf Etf (VUG) 0.1 $525k 1.1k 479.82
3M Stock (MMM) 0.1 $512k 3.3k 155.16
Marathon Pete Corp Stock (MPC) 0.1 $503k 2.6k 192.74
Ishares Preferred & Income Securities Etf Etf (PFF) 0.1 $501k 16k 31.62
Metlife Stock (MET) 0.1 $500k 6.1k 82.37
Vanguard Intermediate-term Bond Etf Etf (BIV) 0.1 $479k 6.1k 78.10
Union Pac Corp Stock (UNP) 0.1 $477k 2.0k 236.42
Conocophillips Stock (COP) 0.1 $477k 5.0k 94.59
Markel Group Stock (MKL) 0.1 $472k 247.00 1911.36
Centene Corp Del Stock (CNC) 0.1 $427k 12k 35.68
BP Adr (BP) 0.1 $419k 12k 34.46
Vanguard Information Technology Etf Etf (VGT) 0.1 $398k 533.00 746.63
Home Depot Stock (HD) 0.1 $379k 936.00 405.24
Dominion Energy Stock (D) 0.1 $366k 6.0k 61.17
Renasant Corp Stock (RNST) 0.1 $362k 9.8k 36.89
Ishares Russell 2000 Etf Etf (IWM) 0.1 $356k 1.5k 241.88
Wells Fargo Stock (WFC) 0.1 $355k 4.2k 83.82
Starbucks Corp Stock (SBUX) 0.1 $350k 4.1k 84.60
Morgan Stanley Stock (MS) 0.1 $350k 2.2k 158.98
Genuine Parts Stock (GPC) 0.1 $349k 2.5k 138.59
Vanguard Russell 1000 Value Etf Etf (VONV) 0.1 $349k 3.9k 89.38
Booking Holdings Stock (BKNG) 0.1 $346k 64.00 5399.27
Kkr & Co Stock (KKR) 0.1 $342k 2.6k 129.96
Disney Walt Stock (DIS) 0.1 $339k 3.0k 114.49
Tjx Cos Stock (TJX) 0.1 $337k 2.3k 144.52
Qualcomm Stock (QCOM) 0.1 $333k 2.0k 166.39
Dollar Gen Corp Stock (DG) 0.1 $322k 3.1k 103.36
Waste Mgmt Inc Del Stock (WM) 0.0 $319k 1.4k 220.86
Colgate Palmolive Stock (CL) 0.0 $300k 3.7k 79.94
Intel Corp Stock (INTC) 0.0 $293k 8.7k 33.55
Tractor Supply Stock (TSCO) 0.0 $293k 5.1k 56.87
Emerson Elec Stock (EMR) 0.0 $291k 2.2k 131.17
General Mtrs Stock (GM) 0.0 $290k 4.8k 60.97
Northrop Grumman Corp Stock (NOC) 0.0 $287k 471.00 608.73
Generac Hldgs Stock (GNRC) 0.0 $284k 1.7k 167.40
Iron Mtn Inc Del Reit (IRM) 0.0 $275k 2.7k 101.94
Comcast Corp New Cl A Stock (CMCSA) 0.0 $266k 8.5k 31.42
Snap On Stock (SNA) 0.0 $263k 758.00 346.75
Bank New York Mellon Corp Stock (BK) 0.0 $248k 2.3k 108.97
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $237k 4.4k 53.86
Vanguard Health Care Etf Etf (VHT) 0.0 $236k 910.00 259.60
Welltower Reit (WELL) 0.0 $231k 1.3k 178.11
General Mls Stock (GIS) 0.0 $229k 4.5k 50.42
Norfolk Southn Corp Stock (NSC) 0.0 $225k 750.00 300.41
Fedex Corp Stock (FDX) 0.0 $224k 950.00 235.82
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.0 $223k 1.5k 148.61
Netflix Stock (NFLX) 0.0 $222k 185.00 1198.92
Vanguard Total International Stock Etf Etf (VXUS) 0.0 $222k 3.0k 73.47
Target Corp Stock (TGT) 0.0 $217k 2.4k 89.69
Gallagher Arthur J & Co Stock (AJG) 0.0 $217k 701.00 309.61
Lockheed Martin Corp Stock (LMT) 0.0 $211k 422.00 499.33
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.0 $205k 1.7k 119.54
Oneok Stock (OKE) 0.0 $204k 2.8k 72.97
Pnc Finl Svcs Group Stock (PNC) 0.0 $203k 1.0k 200.93
Ford Mtr Stock (F) 0.0 $143k 12k 11.96
Eaton Vance Mun Bd Cef (EIM) 0.0 $126k 13k 9.94
Blackrock Enhanced Equity Divi Cef (BDJ) 0.0 $123k 14k 9.11
Nuveen Cr Strategies Income Cef (JQC) 0.0 $77k 15k 5.27