Allen Mooney & Barnes Investment Advisors

Allen Mooney & Barnes Investment Advisors as of March 31, 2026

Portfolio Holdings for Allen Mooney & Barnes Investment Advisors

Allen Mooney & Barnes Investment Advisors holds 159 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 4.9 $34M 134k 253.79
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 4.1 $28M 99k 287.56
Exxon Mobil Corp Stock (XOM) 3.1 $22M 129k 169.66
American Elec Pwr Stock (AEP) 2.9 $20M 153k 131.08
Abbvie Stock (ABBV) 2.8 $19M 88k 217.49
Enterprise Prods Partners Stock (EPD) 2.7 $19M 504k 37.84
Dow Hldgs Stock (DOW) 2.7 $19M 444k 41.65
Jpmorgan Chase & Co Stock (JPM) 2.6 $18M 60k 294.16
Microsoft Corp Stock (MSFT) 2.5 $18M 47k 370.17
L3harris Technologies Stock (LHX) 2.4 $17M 48k 345.15
Cisco Sys Stock (CSCO) 2.3 $16M 207k 77.59
Eog Res Stock (EOG) 2.3 $16M 111k 144.57
Cummins Stock (CMI) 2.3 $16M 30k 538.02
Merck & Co Stock (MRK) 2.3 $16M 130k 120.29
Lowes Cos Stock (LOW) 2.2 $16M 66k 236.28
American Express Stock (AXP) 2.2 $16M 51k 302.48
Amazon Stock (AMZN) 2.2 $16M 74k 208.27
Weyerhaeuser Reit (WY) 2.1 $15M 596k 24.43
Elevance Health Inc Formerly A Stock (ELV) 2.1 $15M 50k 292.75
Schwab Charles Corp Stock (SCHW) 2.0 $14M 151k 93.98
State Street Spdr S&p 500 Etf Etf (SPY) 2.0 $14M 22k 650.34
Unitedhealth Group Stock (UNH) 2.0 $14M 52k 270.59
Adobe Stock (ADBE) 2.0 $14M 58k 243.08
Honeywell Intl Stock (HON) 2.0 $14M 61k 226.03
Intuit Stock (INTU) 2.0 $14M 32k 432.38
Altria Group Stock (MO) 1.9 $14M 205k 65.99
Meta Platforms Inc Cl A Stock (META) 1.9 $14M 24k 572.12
Carlyle Group Stock (CG) 1.8 $13M 259k 48.39
Medtronic Stock (MDT) 1.8 $12M 142k 86.65
Prudential Finl Stock (PRU) 1.5 $10M 105k 97.69
Citigroup Stock (C) 1.5 $10M 89k 113.41
International Business Machs Stock (IBM) 1.4 $10M 41k 242.39
Applied Matls Stock (AMAT) 1.3 $9.3M 27k 341.79
Pepsico Stock (PEP) 1.3 $8.8M 56k 155.29
At&t Stock (T) 1.1 $7.8M 270k 28.99
Ishares Msci Eafe Etf Etf (EFA) 1.1 $7.7M 79k 97.13
Flowers Foods Stock (FLO) 1.1 $7.6M 932k 8.15
Aflac Stock (AFL) 1.1 $7.3M 67k 109.71
Fiserv Stock (FISV) 0.9 $6.2M 111k 55.80
Walmart Stock (WMT) 0.8 $5.8M 47k 124.28
Visa Inc Com Cl A Stock (V) 0.8 $5.5M 18k 302.24
Equifax Stock (EFX) 0.7 $5.2M 29k 180.07
Eli Lilly & Co Stock (LLY) 0.7 $5.1M 5.5k 919.79
Vanguard S&p 500 Etf Etf (VOO) 0.7 $4.7M 7.9k 597.57
Vanguard Small-cap Etf Etf (VB) 0.7 $4.6M 18k 261.92
Vanguard Mid-cap Etf Etf (VO) 0.6 $4.0M 14k 287.18
Chevron Corporation Stock (CVX) 0.5 $3.6M 17k 206.90
Ishares Msci Emerging Markets Etf Etf (EEM) 0.5 $3.4M 60k 56.79
Coca Cola Stock (KO) 0.4 $3.1M 40k 76.05
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.4 $2.6M 5.4k 479.20
Southern Stock (SO) 0.4 $2.5M 26k 96.52
Gilead Sciences Stock (GILD) 0.3 $2.3M 17k 139.37
Us Bancorp Stock (USB) 0.3 $2.2M 43k 52.01
Bristol-myers Squibb Stock (BMY) 0.3 $2.1M 34k 60.65
Invesco Qqq Trust Series I Etf (QQQ) 0.3 $2.1M 3.6k 577.15
Johnson & Johnson Stock (JNJ) 0.3 $1.9M 7.9k 244.43
Archer Daniels Midland Stock (ADM) 0.3 $1.9M 26k 72.69
Danaher Corp Del Stock (DHR) 0.3 $1.8M 9.4k 189.59
Goldman Sachs Group Stock (GS) 0.2 $1.7M 2.0k 845.88
Nvidia Corporation Stock (NVDA) 0.2 $1.7M 9.5k 174.40
Mcdonalds Corp Stock (MCD) 0.2 $1.5M 4.8k 310.80
Cardinal Health Stock (CAH) 0.2 $1.4M 6.8k 211.31
Caterpillar Stock (CAT) 0.2 $1.4M 2.0k 708.51
Truist Finl Corp Stock (TFC) 0.2 $1.3M 29k 45.97
Procter & Gamble Stock (PG) 0.2 $1.3M 8.7k 144.44
Valmont Inds Stock (VMI) 0.2 $1.2M 2.9k 399.53
Palantir Technologies Inc Cl A Stock (PLTR) 0.2 $1.2M 8.0k 146.28
Stanley Black & Decker Stock (SWK) 0.2 $1.2M 16k 71.06
Intercontinental Exchange Stock (ICE) 0.2 $1.2M 7.3k 157.28
Philip Morris Intl Stock (PM) 0.2 $1.1M 6.8k 165.35
Colony Bankcorp Stock (CBAN) 0.2 $1.1M 56k 19.97
Deere & Co Stock (DE) 0.2 $1.1M 1.9k 563.16
Duke Energy Corp Stock (DUK) 0.2 $1.0M 8.0k 130.95
Nextera Energy Stock (NEE) 0.1 $1.0M 11k 92.88
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $965k 3.4k 286.84
Phillips 66 Stock (PSX) 0.1 $949k 5.2k 182.19
Vanguard Total International Bond Etf Etf (BNDX) 0.1 $926k 19k 48.05
Global Pmts Stock (GPN) 0.1 $918k 14k 67.30
Spdr Gold Shares Etf (GLD) 0.1 $915k 2.1k 430.29
Hologic Stock 0.1 $884k 12k 75.59
Rtx Corporation Stock (RTX) 0.1 $843k 4.4k 192.92
Pimco Mun Income Fd Ii Cef (PML) 0.1 $789k 104k 7.57
Pfizer Stock (PFE) 0.1 $728k 26k 28.08
Bank America Corp Stock (BAC) 0.1 $713k 15k 48.75
Blackrock Stock (BLK) 0.1 $708k 736.00 961.95
Verizon Communications Stock (VZ) 0.1 $691k 14k 50.20
Capital One Finl Corp Stock (COF) 0.1 $689k 3.8k 182.44
Broadcom Stock (AVGO) 0.1 $688k 2.2k 309.54
Ameris Bancorp Stock (ABCB) 0.1 $654k 8.4k 77.99
Conocophillips Stock (COP) 0.1 $649k 4.9k 132.00
Marathon Pete Corp Stock (MPC) 0.1 $640k 2.6k 244.17
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.1 $638k 1.0k 616.61
Oracle Corp Stock (ORCL) 0.1 $629k 4.3k 147.11
Ishares Russell 1000 Etf Etf (IWB) 0.1 $598k 1.7k 356.63
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $596k 912.00 652.92
BP Adr (BP) 0.1 $589k 13k 47.00
Ishares Russell Midcap Etf Etf (IWR) 0.1 $576k 5.9k 97.23
Costco Wholesale Corporation Stock (COST) 0.1 $569k 571.00 995.68
Markel Group Stock (MKL) 0.1 $569k 297.00 1914.07
Vanguard Growth Etf Etf (VUG) 0.1 $546k 1.3k 436.64
Fortinet Stock (FTNT) 0.1 $534k 6.5k 81.72
Stryker Corporation Stock (SYK) 0.1 $530k 1.6k 328.68
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $515k 1.2k 426.54
Bank Ozk Little Rock Ark Stock (OZK) 0.1 $501k 11k 45.89
Union Pac Corp Stock (UNP) 0.1 $483k 2.0k 242.57
Ishares Preferred & Income Securities Etf Etf (PFF) 0.1 $483k 16k 30.32
Tesla Stock (TSLA) 0.1 $482k 1.3k 371.75
3M Stock (MMM) 0.1 $479k 3.3k 145.23
Clorox Co Del Stock (CLX) 0.1 $452k 4.4k 103.64
Vanguard Intermediate-term Bond Etf Etf (BIV) 0.1 $449k 5.8k 77.19
Metlife Stock (MET) 0.1 $439k 6.2k 70.72
Tjx Cos Stock (TJX) 0.1 $433k 2.7k 159.72
Dollar Gen Corp Stock (DG) 0.1 $394k 3.3k 118.72
Ishares Russell 2000 Etf Etf (IWM) 0.1 $389k 1.6k 247.94
Vanguard Information Technology Etf Etf (VGT) 0.1 $372k 533.00 697.72
Dominion Energy Stock (D) 0.1 $369k 6.0k 61.82
Vanguard Russell 1000 Value Etf Etf (VONV) 0.1 $369k 3.9k 93.75
Morgan Stanley Stock (MS) 0.1 $364k 2.2k 164.56
United Parcel Svcs Inc Cl B Stock (UPS) 0.1 $359k 3.6k 98.38
Waste Mgmt Inc Del Stock (WM) 0.1 $356k 1.5k 229.83
General Mtrs Stock (GM) 0.1 $354k 4.8k 74.50
Starbucks Corp Stock (SBUX) 0.1 $351k 3.9k 89.60
Bank New York Mellon Corp Stock (BK) 0.0 $337k 2.8k 118.64
Renasant Corp Stock (RNST) 0.0 $326k 9.0k 36.13
Wells Fargo & Co Stock (WFC) 0.0 $321k 4.0k 79.62
Colgate Palmolive Stock (CL) 0.0 $321k 3.8k 85.23
Northrop Grumman Corp Stock (NOC) 0.0 $316k 463.00 681.52
Qualcomm Stock (QCOM) 0.0 $312k 2.4k 128.76
Fedex Corp Stock (FDX) 0.0 $310k 871.00 356.29
Intel Corp Stock (INTC) 0.0 $293k 6.6k 44.13
Emerson Elec Stock (EMR) 0.0 $290k 2.2k 131.02
Target Corp Stock (TGT) 0.0 $287k 2.4k 121.17
Iron Mtn Inc Del Reit (IRM) 0.0 $279k 2.7k 102.13
Netflix Stock (NFLX) 0.0 $276k 2.9k 96.15
Genuine Parts Stock (GPC) 0.0 $273k 2.6k 105.73
Snap On Stock (SNA) 0.0 $271k 747.00 363.06
Booking Holdings Stock (BKNG) 0.0 $265k 63.00 4210.32
Home Depot Stock (HD) 0.0 $264k 803.00 328.79
Lockheed Martin Corp Stock (LMT) 0.0 $257k 424.00 604.97
Oneok Stock (OKE) 0.0 $253k 2.8k 90.39
Welltower Reit (WELL) 0.0 $251k 1.3k 197.67
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.0 $248k 2.5k 99.27
Lam Research Corp Stock (LRCX) 0.0 $246k 1.2k 213.72
Kkr & Co Stock (KKR) 0.0 $243k 2.6k 92.51
Comcast Corp New Cl A Stock (CMCSA) 0.0 $243k 8.5k 28.71
Shell Plc Spon Ads Adr (SHEL) 0.0 $243k 2.6k 93.00
Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $239k 6.2k 38.42
Vanguard Total Stock Market Etf Etf (VTI) 0.0 $238k 743.00 320.83
Lyondellbasell Industries Nv Shs - A - Stock (LYB) 0.0 $238k 3.0k 80.57
Vanguard Total International Stock Etf Etf (VXUS) 0.0 $235k 3.0k 77.10
Tractor Supply Stock (TSCO) 0.0 $232k 5.1k 45.30
Pnc Finl Svcs Group Stock (PNC) 0.0 $230k 1.1k 208.09
Roundhill Generative Ai & Technology Etf Stock (CHAT) 0.0 $229k 3.7k 61.85
State Street Financial Select Sector Spdr Etf Etf (XLF) 0.0 $223k 4.5k 49.37
Norfolk Southn Corp Stock (NSC) 0.0 $215k 750.00 287.00
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.0 $204k 1.7k 118.58
Ameren Corp Stock (AEE) 0.0 $203k 1.8k 109.92
Ford Mtr Stock (F) 0.0 $139k 12k 11.54
Blackrock Enhanced Equity Divi Cef (BDJ) 0.0 $118k 14k 8.62