Allen Mooney & Barnes Investment Advisors

Allen Mooney & Barnes Investment Advisors as of June 30, 2026

Portfolio Holdings for Allen Mooney & Barnes Investment Advisors

Allen Mooney & Barnes Investment Advisors holds 152 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 5.3 $35M 119k 289.36
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 3.4 $22M 62k 357.37
Abbvie Stock (ABBV) 3.1 $21M 82k 251.64
Unitedhealth Group Stock (UNH) 3.1 $21M 50k 415.63
Cummins Stock (CMI) 3.0 $20M 28k 713.22
American Elec Pwr Stock (AEP) 3.0 $20M 143k 136.81
Jpmorgan Chase & Co Stock (JPM) 2.9 $19M 58k 327.33
Elevance Health Inc Formerly A Stock (ELV) 2.7 $18M 46k 386.73
Ishares Semiconductor Etf Etf (SOXX) 2.7 $18M 27k 640.77
Enterprise Prods Partners Stock (EPD) 2.6 $17M 459k 36.76
Microsoft Corp Stock (MSFT) 2.6 $17M 45k 373.02
Amazon Stock (AMZN) 2.6 $17M 70k 238.34
American Express Stock (AXP) 2.5 $17M 49k 338.25
Merck & Co Stock (MRK) 2.5 $16M 127k 128.50
State Street Spdr S&p 500 Etf Etf (SPY) 2.5 $16M 22k 746.78
Becton Dickinson & Co Stock (BDX) 2.4 $16M 106k 151.33
Accenture Plc Ireland Shs Class A Stock (ACN) 2.1 $14M 112k 124.44
Weyerhaeuser Reit (WY) 2.1 $14M 576k 23.94
Lowes Cos Stock (LOW) 2.1 $14M 62k 220.49
Schwab Charles Corp Stock (SCHW) 2.0 $13M 146k 92.27
L3harris Technologies Stock (LHX) 2.0 $13M 46k 290.59
Altria Group Stock (MO) 2.0 $13M 179k 71.95
Meta Platforms Inc Cl A Stock (META) 1.9 $13M 22k 563.29
Exxonmobil Holdings Corp Stock 1.8 $12M 86k 136.72
Citigroup Stock (C) 1.8 $12M 83k 139.96
Adobe Stock (ADBE) 1.8 $12M 57k 205.02
Medtronic Stock (MDT) 1.5 $10M 130k 78.23
Prudential Finl Stock (PRU) 1.5 $10M 94k 107.93
Carlyle Group Stock (CG) 1.5 $10M 239k 42.11
Applied Matls Stock (AMAT) 1.5 $9.7M 14k 722.99
Eog Res Stock (EOG) 1.3 $8.6M 66k 129.73
Intuit Stock (INTU) 1.2 $8.1M 31k 261.00
Ishares Msci Eafe Etf Etf (EFA) 1.2 $8.0M 77k 103.88
Aflac Stock (AFL) 1.1 $7.1M 61k 117.25
Pepsico Stock (PEP) 1.1 $7.1M 52k 135.40
Flowers Foods Stock (FLO) 1.0 $6.9M 870k 7.90
Honeywell Intl Stock (HON) 1.0 $6.3M 28k 223.90
Honeywell Aerospace Stock (HONA) 0.9 $6.2M 28k 221.03
Visa Inc Com Cl A Stock (V) 0.9 $6.0M 18k 343.09
Eli Lilly & Co Stock (LLY) 0.9 $5.8M 4.8k 1199.46
Vanguard S&p 500 Etf Etf (VOO) 0.8 $5.6M 8.1k 686.83
Vanguard Small-cap Etf Etf (VB) 0.8 $5.1M 17k 303.12
Walmart Stock (WMT) 0.8 $5.1M 45k 113.26
At&t Stock (T) 0.7 $4.6M 223k 20.70
Equifax Stock (EFX) 0.7 $4.5M 29k 158.72
Vanguard Mid-cap Etf Etf (VO) 0.7 $4.3M 54k 80.57
Ishares Msci Emerging Markets Etf Etf (EEM) 0.6 $4.1M 60k 68.41
Chevron Corporation Stock (CVX) 0.4 $2.8M 17k 165.76
Coca Cola Stock (KO) 0.4 $2.8M 34k 81.27
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.4 $2.6M 5.3k 500.39
Invesco Qqq Trust Series I Etf (QQQ) 0.4 $2.6M 3.6k 736.37
Us Bancorp Stock (USB) 0.4 $2.5M 41k 60.40
Goldman Sachs Group Stock (GS) 0.3 $2.1M 2.1k 1011.17
Gilead Sciences Stock (GILD) 0.3 $2.0M 16k 126.34
Archer Daniels Midland Stock (ADM) 0.3 $2.0M 26k 76.40
Bristol-myers Squibb Stock (BMY) 0.3 $1.9M 33k 57.62
Cisco Sys Stock (CSCO) 0.3 $1.9M 16k 117.46
Southern Stock (SO) 0.3 $1.9M 20k 95.71
Johnson & Johnson Stock (JNJ) 0.3 $1.9M 7.3k 253.97
Danaher Corp Del Stock (DHR) 0.3 $1.7M 8.7k 190.47
International Business Machs Stock (IBM) 0.2 $1.6M 5.6k 281.19
Cardinal Health Stock (CAH) 0.2 $1.5M 6.4k 237.57
Caterpillar Stock (CAT) 0.2 $1.4M 1.3k 1065.09
Mcdonalds Corp Stock (MCD) 0.2 $1.3M 4.8k 270.29
Nvidia Corporation Stock (NVDA) 0.2 $1.3M 6.3k 200.07
Procter & Gamble Stock (PG) 0.2 $1.2M 8.1k 146.65
Colony Bankcorp Stock (CBAN) 0.2 $1.2M 58k 20.09
Stanley Black & Decker Stock (SWK) 0.2 $1.0M 11k 94.12
Truist Finl Corp Stock (TFC) 0.1 $943k 19k 49.82
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $936k 2.6k 353.33
Vanguard Total International Bond Etf Etf (BNDX) 0.1 $933k 19k 48.43
Phillips 66 Stock (PSX) 0.1 $863k 5.1k 169.05
Rtx Corporation Stock (RTX) 0.1 $821k 4.3k 189.75
Fortinet Stock (FTNT) 0.1 $819k 5.3k 153.62
Intercontinental Exchange Stock (ICE) 0.1 $801k 6.5k 123.11
Bank Of Amer Corp Stock (BAC) 0.1 $796k 14k 56.98
Spdr Gold Shares Etf (GLD) 0.1 $794k 2.2k 368.38
Nextera Energy Stock (NEE) 0.1 $772k 8.8k 87.77
Capital One Finl Corp Stock (COF) 0.1 $758k 3.8k 200.64
Broadcom Stock (AVGO) 0.1 $756k 2.0k 377.84
Philip Morris Intl Stock (PM) 0.1 $755k 4.2k 180.92
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.1 $728k 1.0k 703.21
Ishares Russell 1000 Etf Etf (IWB) 0.1 $688k 1.7k 409.45
Blackrock Stock (BLK) 0.1 $687k 715.00 960.96
Ishares Russell Midcap Etf Etf (IWR) 0.1 $625k 5.7k 110.31
Global Pmts Stock (GPN) 0.1 $612k 8.4k 72.56
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $601k 4.8k 124.16
Duke Energy Corp Stock (DUK) 0.1 $600k 4.7k 126.57
Bank Ozk Little Rock Ark Stock (OZK) 0.1 $569k 11k 52.09
Vanguard Growth Etf Etf (VUG) 0.1 $568k 6.6k 86.14
Deere & Co Stock (DE) 0.1 $561k 884.00 634.37
Markel Group Stock (MKL) 0.1 $551k 282.00 1953.01
Pfizer Stock (PFE) 0.1 $543k 23k 24.08
Union Pac Corp Stock (UNP) 0.1 $541k 2.0k 271.94
Costco Wholesale Corporation Stock (COST) 0.1 $534k 571.00 935.14
Clorox Co Del Stock (CLX) 0.1 $522k 5.5k 95.44
Vanguard Information Technology Etf Etf (VGT) 0.1 $510k 4.3k 119.52
Stryker Corporation Stock (SYK) 0.1 $508k 1.6k 314.78
Intel Corp Stock (INTC) 0.1 $503k 3.6k 139.63
Lam Research Corp Stock (LRCX) 0.1 $499k 1.2k 433.51
Ishares Preferred & Income Securities Etf Etf (PFF) 0.1 $489k 16k 30.49
Metlife Stock (MET) 0.1 $485k 5.7k 84.60
Oracle Corp Stock (ORCL) 0.1 $480k 3.3k 146.56
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $478k 638.00 748.45
Ishares Russell 2000 Etf Etf (IWM) 0.1 $471k 1.6k 300.46
Roundhill Generative Ai & Technology Etf Stock (CHAT) 0.1 $464k 4.7k 98.68
Morgan Stanley Stock (MS) 0.1 $462k 2.2k 209.06
Ameris Bancorp Stock (ABCB) 0.1 $452k 5.0k 90.26
Conocophillips Stock (COP) 0.1 $448k 4.3k 103.96
3M Stock (MMM) 0.1 $445k 2.7k 161.90
BP Adr (BP) 0.1 $434k 12k 36.95
Vanguard Intermediate-term Bond Etf Etf (BIV) 0.1 $429k 5.6k 76.71
Invesco Ai And Next Gen Software Etf Etf (IGPT) 0.1 $422k 4.1k 104.10
Vanguard Russell 1000 Value Etf Etf (VONV) 0.1 $420k 4.0k 106.30
Dominion Energy Stock (D) 0.1 $390k 5.7k 68.29
Renasant Corp Stock (RNST) 0.1 $385k 9.1k 42.54
Space Exploration Techn Corp Class A Com Stk Stock (SPCX) 0.1 $375k 2.2k 170.86
United Parcel Svcs Inc Cl B Stock (UPS) 0.1 $371k 3.4k 107.49
General Mtrs Stock (GM) 0.1 $366k 4.8k 77.08
Starbucks Corp Stock (SBUX) 0.1 $352k 3.4k 102.20
Waste Mgmt Inc Del Stock (WM) 0.1 $346k 1.6k 222.82
Colgate Palmolive Stock (CL) 0.1 $346k 3.8k 91.68
Tesla Stock (TSLA) 0.1 $338k 804.00 420.60
Emerson Elec Stock (EMR) 0.0 $324k 2.3k 143.14
Boston Scientific Corp Stock (BSX) 0.0 $318k 7.4k 42.68
Target Corp Stock (TGT) 0.0 $309k 2.4k 130.62
Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $307k 2.6k 116.67
Dollar Gen Corp Stock (DG) 0.0 $307k 2.7k 115.10
Snap On Stock (SNA) 0.0 $301k 749.00 402.44
Wells Fargo & Co Stock (WFC) 0.0 $294k 3.6k 82.64
Welltower Reit (WELL) 0.0 $282k 1.2k 226.90
Booking Holdings Stock (BKNG) 0.0 $281k 1.6k 178.23
Genuine Parts Stock (GPC) 0.0 $280k 2.4k 117.98
Fedex Corp Stock (FDX) 0.0 $273k 872.00 313.30
Pnc Finl Svcs Group Stock (PNC) 0.0 $272k 1.1k 246.22
Vanguard Total International Stock Etf Etf (VXUS) 0.0 $261k 3.1k 85.48
Marathon Pete Corp Stock (MPC) 0.0 $260k 1.0k 255.67
Home Depot Stock (HD) 0.0 $256k 725.00 352.92
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.0 $248k 2.5k 98.97
Tjx Cos Stock (TJX) 0.0 $247k 1.6k 151.49
Verizon Communications Stock (VZ) 0.0 $246k 5.8k 42.34
Oneok Stock (OKE) 0.0 $243k 2.8k 86.94
Norfolk Southn Corp Stock (NSC) 0.0 $236k 750.00 314.59
Northrop Grumman Corp Stock (NOC) 0.0 $223k 438.00 509.45
State Street Financial Select Sector Spdr Etf Etf (XLF) 0.0 $220k 4.1k 53.60
Lockheed Martin Corp Stock (LMT) 0.0 $217k 426.00 509.04
Vanguard Total Stock Market Etf Etf (VTI) 0.0 $217k 586.00 369.83
Shell Plc Spon Ads Adr (SHEL) 0.0 $210k 2.7k 77.53
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.0 $202k 1.7k 117.48
Price T Rowe Group Stock (TROW) 0.0 $202k 1.8k 113.69
Blackrock Enhanced Equity Divi Cef (BDJ) 0.0 $96k 10k 9.57
Nuveen Cr Strategies Income Cef (JQC) 0.0 $71k 15k 4.86