Allen Mooney & Barnes Investment Advisors

Allen Mooney & Barnes Investment Advisors as of Dec. 31, 2025

Portfolio Holdings for Allen Mooney & Barnes Investment Advisors

Allen Mooney & Barnes Investment Advisors holds 162 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 5.4 $36M 132k 271.86
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 4.6 $31M 98k 313.00
Microsoft Corp Stock (MSFT) 3.4 $23M 47k 483.62
Exxon Mobil Corp Stock (XOM) 3.0 $20M 168k 120.34
Cummins Stock (CMI) 3.0 $20M 39k 510.44
Abbvie Stock (ABBV) 3.0 $20M 87k 228.49
Jpmorgan Chase & Co Stock (JPM) 2.9 $19M 60k 322.22
American Express Stock (AXP) 2.8 $19M 50k 369.95
American Elec Pwr Stock (AEP) 2.7 $18M 153k 115.31
Elevance Health Inc Formerly A Stock (ELV) 2.5 $17M 48k 350.55
Amazon Stock (AMZN) 2.5 $17M 73k 230.82
Enterprise Prods Partners Stock (EPD) 2.5 $17M 517k 32.06
Unitedhealth Group Stock (UNH) 2.5 $17M 50k 330.11
Lowes Cos Stock (LOW) 2.4 $16M 66k 241.16
Cisco Sys Stock (CSCO) 2.3 $16M 202k 77.03
Meta Platforms Inc Cl A Stock (META) 2.3 $15M 23k 660.10
Carlyle Group Stock (CG) 2.2 $15M 252k 59.11
Dow Stock (DOW) 2.2 $15M 636k 23.38
Schwab Charles Corp Stock (SCHW) 2.2 $15M 148k 99.91
Spdr S&p 500 Etf Trust Etf (SPY) 2.2 $15M 21k 681.93
L3harris Technologies Stock (LHX) 2.1 $14M 49k 293.57
Adobe Stock (ADBE) 2.0 $13M 38k 349.99
Medtronic Stock (MDT) 2.0 $13M 139k 96.06
International Business Machs Stock (IBM) 1.8 $12M 41k 296.21
Honeywell Intl Stock (HON) 1.8 $12M 61k 195.09
Altria Group Stock (MO) 1.8 $12M 203k 57.66
Prudential Finl Stock (PRU) 1.7 $12M 102k 112.88
Eog Res Stock (EOG) 1.7 $11M 105k 105.01
Citigroup Stock (C) 1.5 $10M 87k 116.69
Flowers Foods Stock (FLO) 1.5 $10M 923k 10.88
Pepsico Stock (PEP) 1.2 $7.8M 54k 143.52
Ishares Msci Eafe Etf Etf (EFA) 1.1 $7.6M 79k 96.03
Aflac Stock (AFL) 1.1 $7.3M 67k 110.27
Applied Matls Stock (AMAT) 1.1 $7.2M 28k 256.99
At&t Stock (T) 1.0 $6.5M 261k 24.84
Visa Inc Com Cl A Stock (V) 1.0 $6.4M 18k 350.71
Equifax Stock (EFX) 0.9 $6.3M 29k 216.98
Eli Lilly & Co Stock (LLY) 0.9 $6.2M 5.8k 1074.67
Walmart Stock (WMT) 0.8 $5.2M 46k 111.41
Vanguard S&p 500 Etf Etf (VOO) 0.7 $4.9M 7.9k 627.10
Fiserv Stock (FI) 0.7 $4.7M 70k 67.17
Vanguard Small-cap Etf Etf (VB) 0.7 $4.5M 18k 257.95
Vanguard Mid-cap Etf Etf (VO) 0.6 $4.0M 14k 290.23
Ishares Msci Emerging Markets Etf Etf (EEM) 0.5 $3.5M 63k 54.71
Coca Cola Stock (KO) 0.4 $2.8M 41k 69.91
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.4 $2.7M 5.4k 502.65
Chevron Corp Stock (CVX) 0.4 $2.7M 18k 152.41
Merck & Co Stock (MRK) 0.4 $2.6M 25k 105.26
Us Bancorp Del Stock (USB) 0.3 $2.3M 43k 53.36
Southern Stock (SO) 0.3 $2.2M 26k 87.20
Danaher Corporation Stock (DHR) 0.3 $2.2M 9.4k 228.92
Invesco Qqq Trust Series I Etf (QQQ) 0.3 $2.1M 3.4k 614.37
Gilead Sciences Stock (GILD) 0.3 $2.0M 17k 122.74
Bristol-myers Squibb Stock (BMY) 0.3 $1.8M 34k 53.94
Goldman Sachs Group Stock (GS) 0.3 $1.7M 2.0k 878.91
Nvidia Corporation Stock (NVDA) 0.3 $1.7M 9.2k 186.49
Johnson & Johnson Stock (JNJ) 0.2 $1.6M 8.0k 206.95
Archer Daniels Midland Stock (ADM) 0.2 $1.5M 26k 57.49
Mcdonalds Corp Stock (MCD) 0.2 $1.5M 5.0k 305.62
Truist Finl Corp Stock (TFC) 0.2 $1.5M 30k 49.21
Cardinal Health Stock (CAH) 0.2 $1.4M 6.7k 205.50
Procter & Gamble Stock (PG) 0.2 $1.3M 8.7k 143.30
Palantir Technologies Inc Cl A Stock (PLTR) 0.2 $1.2M 6.9k 177.75
Pimco Mun Income Fd Ii Cef (PML) 0.2 $1.2M 161k 7.54
Stanley Black & Decker Stock (SWK) 0.2 $1.2M 16k 74.28
Intercontinental Exchange Stock (ICE) 0.2 $1.2M 7.3k 161.97
Caterpillar Stock (CAT) 0.2 $1.2M 2.1k 572.84
Valmont Inds Stock (VMI) 0.2 $1.1M 2.7k 402.38
Philip Morris Intl Stock (PM) 0.2 $1.1M 6.8k 160.39
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $1.0M 3.3k 313.81
Colony Bankcorp Stock (CBAN) 0.2 $1.0M 56k 17.82
Duke Energy Corp Stock (DUK) 0.1 $935k 8.0k 117.21
Vanguard Total International Bond Etf Etf (BNDX) 0.1 $923k 19k 48.32
Global Pmts Stock (GPN) 0.1 $911k 12k 77.40
Capital One Finl Corp Stock (COF) 0.1 $903k 3.7k 242.36
Deere & Co Stock (DE) 0.1 $885k 1.9k 465.58
Hologic Stock (HOLX) 0.1 $870k 12k 74.49
Spdr Gold Shares Etf (GLD) 0.1 $846k 2.1k 396.31
Oracle Corp Stock (ORCL) 0.1 $833k 4.3k 194.91
Rtx Corporation Stock (RTX) 0.1 $823k 4.5k 183.39
Nextera Energy Stock (NEE) 0.1 $817k 10k 80.28
Bank America Corp Stock (BAC) 0.1 $812k 15k 55.00
Blackrock Stock (BLK) 0.1 $796k 744.00 1069.99
Broadcom Stock (AVGO) 0.1 $750k 2.2k 346.15
Phillips 66 Stock (PSX) 0.1 $672k 5.2k 129.03
Pfizer Stock (PFE) 0.1 $643k 26k 24.90
Markel Group Stock (MKL) 0.1 $638k 297.00 2149.65
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $624k 912.00 684.62
Ameris Bancorp Stock (ABCB) 0.1 $623k 8.4k 74.27
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.1 $614k 1.0k 603.41
Ishares Russell 1000 Etf Etf (IWB) 0.1 $613k 1.6k 373.51
Ishares Russell Midcap Etf Etf (IWR) 0.1 $598k 6.2k 96.27
Tesla Stock (TSLA) 0.1 $593k 1.3k 449.72
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $571k 1.2k 473.43
Stryker Corporation Stock (SYK) 0.1 $567k 1.6k 351.56
Vanguard Information Technology Etf Etf (VGT) 0.1 $562k 745.00 753.78
Vanguard Growth Etf Etf (VUG) 0.1 $552k 1.1k 487.76
3M Stock (MMM) 0.1 $528k 3.3k 160.09
Fortinet Stock (FTNT) 0.1 $523k 6.6k 79.41
Verizon Communications Stock (VZ) 0.1 $509k 13k 40.73
Bank Ozk Little Rock Ark Stock (OZK) 0.1 $503k 11k 46.02
Ishares Preferred & Income Securities Etf Etf (PFF) 0.1 $496k 16k 30.96
Costco Wholesale Corporation Stock (COST) 0.1 $492k 571.00 861.69
Metlife Stock (MET) 0.1 $476k 6.0k 78.93
Union Pac Corp Stock (UNP) 0.1 $465k 2.0k 231.33
Conocophillips Stock (COP) 0.1 $459k 4.9k 93.60
Vanguard Intermediate-term Bond Etf Etf (BIV) 0.1 $453k 5.8k 77.89
Clorox Co Del Stock (CLX) 0.1 $451k 4.5k 100.83
Qualcomm Stock (QCOM) 0.1 $441k 2.6k 171.08
BP Adr (BP) 0.1 $440k 13k 34.73
Marathon Pete Corp Stock (MPC) 0.1 $425k 2.6k 162.62
Dollar Gen Corp Stock (DG) 0.1 $410k 3.1k 132.77
Morgan Stanley Stock (MS) 0.1 $392k 2.2k 177.54
General Mtrs Stock (GM) 0.1 $386k 4.8k 81.32
Tjx Cos Stock (TJX) 0.1 $386k 2.5k 153.62
Weyerhaeuser Co Mtn Be Reit (WY) 0.1 $385k 16k 23.69
Wells Fargo Stock (WFC) 0.1 $382k 4.1k 93.20
Ishares Russell 2000 Etf Etf (IWM) 0.1 $363k 1.5k 246.24
Vanguard Russell 1000 Value Etf Etf (VONV) 0.1 $362k 3.9k 92.30
Starbucks Corp Stock (SBUX) 0.1 $353k 4.2k 84.21
Eaton Vance Mun Bd Cef (EIM) 0.1 $351k 36k 9.73
Dominion Energy Stock (D) 0.1 $350k 6.0k 58.59
Renasant Corp Stock (RNST) 0.1 $345k 9.8k 35.22
Waste Mgmt Inc Del Stock (WM) 0.1 $340k 1.5k 219.74
Booking Holdings Stock (BKNG) 0.1 $337k 63.00 5355.33
Kkr & Co Stock (KKR) 0.1 $335k 2.6k 127.49
Intel Corp Stock (INTC) 0.1 $333k 9.0k 36.90
Bank New York Mellon Corp Stock (BK) 0.0 $329k 2.8k 116.10
Home Depot Stock (HD) 0.0 $329k 956.00 344.11
Genuine Parts Stock (GPC) 0.0 $318k 2.6k 122.95
Colgate Palmolive Stock (CL) 0.0 $297k 3.8k 79.01
Emerson Elec Stock (EMR) 0.0 $294k 2.2k 132.75
Lyondellbasell Industries N V Shs - A - Stock (LYB) 0.0 $281k 6.5k 43.30
Northrop Grumman Corp Stock (NOC) 0.0 $266k 467.00 569.79
Snap On Stock (SNA) 0.0 $260k 754.00 344.68
Tractor Supply Stock (TSCO) 0.0 $257k 5.1k 50.01
Comcast Corp New Cl A Stock (CMCSA) 0.0 $253k 8.5k 29.89
Fedex Corp Stock (FDX) 0.0 $252k 874.00 288.81
Netflix Stock (NFLX) 0.0 $252k 2.7k 93.76
Vanguard Total Stock Market Etf Etf (VTI) 0.0 $249k 742.00 335.20
State Street Financial Select Sector Spdr Etf Etf (XLF) 0.0 $246k 4.5k 54.76
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.0 $242k 1.5k 160.97
Welltower Reit (WELL) 0.0 $238k 1.3k 185.58
Iron Mtn Inc Del Reit (IRM) 0.0 $232k 2.8k 82.94
Generac Hldgs Stock (GNRC) 0.0 $232k 1.7k 136.37
Target Corp Stock (TGT) 0.0 $232k 2.4k 97.74
Pnc Finl Svcs Group Stock (PNC) 0.0 $231k 1.1k 208.73
Vanguard Total International Stock Etf Etf (VXUS) 0.0 $230k 3.0k 75.44
Roundhill Generative Ai & Technology Etf Stock (CHAT) 0.0 $218k 3.7k 58.96
Centene Corp Del Stock (CNC) 0.0 $218k 5.3k 41.15
Norfolk Southn Corp Stock (NSC) 0.0 $217k 750.00 288.72
Ge Aerospace Stock (GE) 0.0 $216k 700.00 308.21
United Parcel Service Inc Cl B Stock (UPS) 0.0 $211k 2.1k 99.17
Oneok Stock (OKE) 0.0 $207k 2.8k 73.50
Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $206k 4.2k 49.65
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.0 $205k 1.7k 119.32
Lockheed Martin Corp Stock (LMT) 0.0 $205k 423.00 484.11
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $204k 971.00 210.42
Abbott Labs Stock (ABT) 0.0 $201k 1.6k 125.28
Ford Mtr Stock (F) 0.0 $157k 12k 13.12
Blackrock Enhanced Equity Divi Cef (BDJ) 0.0 $129k 14k 9.48
Nuveen Cr Strategies Income Cef (JQC) 0.0 $73k 15k 5.02