Allen Mooney & Barnes Investment Advisors

Allen Mooney & Barnes Investment Advisors as of Sept. 30, 2026

Portfolio Holdings for Allen Mooney & Barnes Investment Advisors

Allen Mooney & Barnes Investment Advisors holds 158 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 5.8 $39M 118k 333.02
Microsoft Corp Stock (MSFT) 3.4 $23M 45k 512.90
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 3.2 $22M 63k 344.08
Abbvie Stock (ABBV) 3.2 $21M 81k 261.59
Accenture Plc Ireland Shs Class A Stock (ACN) 3.1 $21M 112k 183.37
Jpmorgan Chase & Co Stock (JPM) 2.9 $19M 58k 330.83
Becton Dickinson & Co Stock (BDX) 2.8 $19M 105k 179.00
Unitedhealth Group Stock (UNH) 2.7 $18M 50k 367.08
Merck & Co Stock (MRK) 2.7 $18M 126k 145.31
Elevance Health Inc Formerly A Stock (ELV) 2.7 $18M 47k 388.82
Amazon Stock (AMZN) 2.6 $18M 71k 249.15
American Elec Pwr Stock (AEP) 2.5 $17M 144k 118.64
State Street Spdr S&p 500 Etf Etf (SPY) 2.5 $17M 22k 762.63
Meta Platforms Inc Cl A Stock (META) 2.5 $17M 23k 725.19
Enterprise Prods Partners Stock (EPD) 2.4 $16M 462k 35.61
Ishares Semiconductor Etf Etf (SOXX) 2.3 $16M 28k 568.64
American Express Stock (AXP) 2.3 $15M 50k 304.10
Clorox Co Del Stock (CLX) 2.2 $15M 186k 81.01
Cummins Stock (CMI) 2.2 $15M 29k 516.57
Charles Schwab Corp Stock (SCHW) 2.1 $14M 145k 97.74
Exxonmobil Holdings Corp Stock 2.1 $14M 86k 162.75
Adobe Stock (ADBE) 2.1 $14M 58k 239.94
Uber Technologies Stock (UBER) 2.0 $14M 198k 68.51
Altria Group Stock (MO) 1.8 $12M 178k 67.34
Lowes Cos Stock (LOW) 1.7 $12M 63k 184.29
Medtronic Stock (MDT) 1.7 $11M 132k 86.29
L3harris Technologies Stock (LHX) 1.7 $11M 48k 236.78
Weyerhaeuser Reit (WY) 1.7 $11M 586k 19.05
Citigroup Stock (C) 1.6 $11M 84k 129.48
Prudential Finl Stock (PRU) 1.6 $11M 93k 113.58
Eog Res Stock (EOG) 1.4 $9.3M 68k 137.76
Intuit Stock (INTU) 1.3 $9.0M 33k 275.71
Ishares Msci Eafe Etf Etf (EFA) 1.1 $7.6M 73k 103.89
Applied Matls Stock (AMAT) 1.0 $7.0M 14k 511.36
Aflac Stock (AFL) 1.0 $6.8M 61k 111.78
Pepsico Stock (PEP) 1.0 $6.7M 53k 126.72
Honeywell Intl Stock (HON) 0.9 $6.2M 30k 210.94
Visa Inc Com Cl A Stock (V) 0.9 $6.1M 17k 359.33
Eli Lilly & Co Stock (LLY) 0.8 $5.5M 4.7k 1157.12
At&t Stock (T) 0.8 $5.5M 224k 24.40
Walmart Stock (WMT) 0.7 $4.7M 45k 103.92
Vanguard S&p 500 Etf Etf (VOO) 0.7 $4.7M 6.7k 700.86
Vanguard Morningstar Small-cap Etf Etf (VB) 0.7 $4.6M 16k 284.49
Vanguard Morningstar Mid-cap Etf Etf (VO) 0.6 $4.1M 53k 78.42
Equifax Stock (EFX) 0.6 $3.9M 29k 137.24
Ishares Msci Emerging Markets Etf Etf (EEM) 0.6 $3.8M 56k 66.79
Chevron Corporation Stock (CVX) 0.5 $3.4M 17k 204.21
Coca Cola Stock (KO) 0.4 $3.0M 34k 86.08
Invesco Qqq Trust Series I Etf (QQQ) 0.4 $2.6M 3.5k 739.84
Us Bancorp Stock (USB) 0.4 $2.5M 43k 57.76
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $2.3M 4.9k 477.65
Gilead Sciences Stock (GILD) 0.3 $2.3M 15k 149.05
Bristol-myers Squibb Stock (BMY) 0.3 $2.2M 35k 62.40
Archer Daniels Midland Stock (ADM) 0.3 $2.1M 27k 79.38
Danaher Corp Del Stock (DHR) 0.3 $2.0M 8.8k 221.55
Johnson & Johnson Stock (JNJ) 0.3 $2.0M 7.4k 264.75
Goldman Sachs Group Stock (GS) 0.3 $1.9M 2.1k 900.26
Cisco Sys Stock (CSCO) 0.2 $1.6M 15k 107.63
Nvidia Corporation Stock (NVDA) 0.2 $1.4M 6.2k 228.40
Southern Stock (SO) 0.2 $1.4M 17k 82.89
Cardinal Health Stock (CAH) 0.2 $1.2M 5.6k 222.49
Colony Bankcorp Stock (CBAN) 0.2 $1.2M 58k 20.14
Phillips 66 Stock (PSX) 0.2 $1.2M 4.5k 255.33
Procter & Gamble Stock (PG) 0.2 $1.1M 7.9k 145.28
International Business Machs Stock (IBM) 0.2 $1.1M 5.1k 219.91
Mcdonalds Corp Stock (MCD) 0.2 $1.1M 4.8k 230.93
Caterpillar Stock (CAT) 0.2 $1.1M 1.3k 810.79
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $1.0M 5.0k 208.03
Fortinet Stock (FTNT) 0.1 $953k 5.3k 178.76
Intercontinental Exchange Stock (ICE) 0.1 $904k 5.9k 152.02
Vanguard Total International Bond Etf Etf (BNDX) 0.1 $903k 19k 46.87
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $894k 2.6k 340.78
Stanley Black & Decker Stock (SWK) 0.1 $891k 10k 88.59
Truist Finl Corp Stock (TFC) 0.1 $875k 19k 46.30
Spdr Gold Shares Etf (GLD) 0.1 $825k 2.2k 380.84
Rtx Corporation Stock (RTX) 0.1 $800k 4.3k 185.65
Philip Morris Intl Stock (PM) 0.1 $798k 4.2k 190.84
Bank Of Amer Corp Stock (BAC) 0.1 $765k 14k 54.43
Blackrock Stock (BLK) 0.1 $753k 712.00 1058.19
Capital One Finl Corp Stock (COF) 0.1 $730k 3.8k 193.05
Broadcom Stock (AVGO) 0.1 $704k 2.0k 351.21
Ishares Russell 1000 Etf Etf (IWB) 0.1 $701k 1.7k 416.10
Global Pmts Stock (GPN) 0.1 $689k 8.4k 81.67
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.1 $680k 1.0k 656.67
Nextera Energy Stock (NEE) 0.1 $675k 8.9k 75.74
Flowers Foods Stock (FLO) 0.1 $661k 119k 5.55
Pfizer Stock (PFE) 0.1 $636k 22k 28.52
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $594k 4.7k 125.26
Vanguard Morningstar Growth Etf Etf (VUG) 0.1 $580k 6.4k 90.11
Union Pac Corp Stock (UNP) 0.1 $542k 2.0k 272.10
Metlife Stock (MET) 0.1 $541k 5.7k 94.17
Conocophillips Stock (COP) 0.1 $540k 4.3k 125.15
Duke Energy Corp Stock (DUK) 0.1 $538k 4.7k 114.00
Vanguard Information Technology Etf Etf (VGT) 0.1 $536k 4.3k 125.67
Ishares Russell Midcap Etf Etf (IWR) 0.1 $524k 4.9k 106.71
Costco Wholesale Corporation Stock (COST) 0.1 $520k 571.00 910.43
Ishares Preferred & Income Securities Etf Etf (PFF) 0.1 $504k 17k 29.50
Deere & Co Stock (DE) 0.1 $498k 741.00 671.85
BP Adr (BP) 0.1 $494k 11k 43.99
Markel Group Stock (MKL) 0.1 $483k 282.00 1712.45
3M Stock (MMM) 0.1 $454k 2.8k 164.16
Oracle Corp Stock (ORCL) 0.1 $450k 3.3k 137.31
Ishares Russell 2000 Etf Etf (IWM) 0.1 $442k 1.6k 277.84
Roundhill Generative Ai & Technology Etf Stock (CHAT) 0.1 $432k 4.7k 91.98
Vanguard Russell 1000 Value Etf Etf (VONV) 0.1 $431k 4.0k 108.69
Space Exploration Techn Corp Class A Com Stk Stock (SPCX) 0.1 $424k 2.8k 150.86
Marathon Pete Corp Stock (MPC) 0.1 $424k 1.1k 395.42
Stryker Corporation Stock (SYK) 0.1 $417k 1.5k 275.38
Bank Ozk Little Rock Ark Stock (OZK) 0.1 $416k 9.0k 45.96
Invesco Ai And Next Gen Software Etf Etf (IGPT) 0.1 $412k 4.1k 101.69
Vanguard Intermediate-term Bond Etf Etf (BIV) 0.1 $399k 5.5k 72.87
Ameris Bancorp Stock (ABCB) 0.1 $398k 5.0k 79.52
Lam Research Corp Stock (LRCX) 0.1 $385k 1.2k 328.40
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $374k 489.00 765.31
Intel Corp Stock (INTC) 0.1 $373k 3.1k 120.23
Target Corp Stock (TGT) 0.1 $371k 2.4k 156.68
Morgan Stanley Stock (MS) 0.1 $360k 1.9k 188.04
Renasant Corp Stock (RNST) 0.1 $353k 9.1k 38.88
Dominion Energy Stock (D) 0.1 $345k 5.7k 60.52
Emerson Elec Stock (EMR) 0.1 $344k 2.2k 155.11
General Mtrs Stock (GM) 0.1 $343k 4.5k 77.00
Boston Scientific Corp Stock (BSX) 0.1 $342k 7.8k 43.65
Honeywell Aerospace Stock (HONA) 0.0 $334k 2.2k 154.98
Starbucks Corp Stock (SBUX) 0.0 $334k 3.5k 93.97
Colgate Palmolive Stock (CL) 0.0 $322k 3.8k 85.31
Dollar Gen Corp Stock (DG) 0.0 $319k 2.7k 119.59
United Parcel Svcs Inc Cl B Stock (UPS) 0.0 $317k 3.4k 93.44
Waste Mgmt Inc Del Stock (WM) 0.0 $317k 1.6k 203.92
Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $304k 1.6k 187.05
Genuine Parts Stock (GPC) 0.0 $299k 2.4k 125.74
Welltower Reit (WELL) 0.0 $289k 1.3k 230.15
Tesla Stock (TSLA) 0.0 $287k 810.00 354.81
Enbridge Stock (ENB) 0.0 $274k 5.9k 46.49
Verizon Communications Stock (VZ) 0.0 $268k 5.8k 45.87
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.0 $266k 1.8k 148.30
Vanguard Total International Stock Etf Etf (VXUS) 0.0 $260k 3.1k 84.95
Valero Energy Corp Stock (VLO) 0.0 $259k 668.00 387.61
Snap On Stock (SNA) 0.0 $258k 710.00 363.14
Shell Plc Spon Ads Adr (SHEL) 0.0 $251k 2.6k 95.06
Pnc Finl Svcs Group Stock (PNC) 0.0 $246k 1.1k 222.26
Manulife Finl Corp Stock (MFC) 0.0 $244k 5.7k 42.59
Booking Holdings Stock (BKNG) 0.0 $243k 1.5k 162.91
Fedex Corp Stock (FDX) 0.0 $233k 817.00 284.96
Norfolk Southn Corp Stock (NSC) 0.0 $232k 750.00 309.00
State Street Financial Select Sector Spdr Etf Etf (XLF) 0.0 $230k 4.3k 53.41
Oneok Stock 0.0 $221k 2.6k 85.27
Vanguard Morningstar Total Stock Market Etf Etf (VTI) 0.0 $220k 587.00 374.17
Invesco Nasdaq 100 Etf Etf (QQQM) 0.0 $218k 715.00 304.54
Tjx Cos Stock (TJX) 0.0 $216k 1.6k 132.29
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.0 $207k 1.9k 106.48
Invesco Biotechnology & Genome Etf Etf (PBE) 0.0 $204k 2.1k 97.29
Lockheed Martin Corp Stock (LMT) 0.0 $204k 400.00 509.09
Home Depot Stock (HD) 0.0 $203k 715.00 284.34
Wells Fargo & Co Stock (WFC) 0.0 $203k 2.5k 80.05
Northrop Grumman Corp Stock (NOC) 0.0 $203k 419.00 483.80
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.0 $202k 2.1k 94.54
Blackrock Enhanced Equity Divi Cef (BDJ) 0.0 $94k 10k 9.40
Nuveen Cr Strategies Income Cef (JQC) 0.0 $69k 15k 4.75