Allen Mooney & Barnes Investment Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Allen Mooney & Barnes Investment Advisors LLC held in its portfolio 162 assets valued at $664,513,452 (i.e. $664.51M).
The most valuable assets in the portfolio included: APPLE INC COM ($35.88M), ALPHABET INC CAP STK CL A ($30.77M), and MICROSOFT CORP COM ($22.55M).
The chart below shows the top 10 valuable assets, and the table below shows the top 162 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Allen Mooney & Barnes Investment Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC COM | 131970 | 35877255 | Stock |
| ALPHABET INC CAP STK CL A | 98298 | 30767383 | Stock |
| MICROSOFT CORP COM | 46629 | 22550620 | Stock |
| EXXON MOBIL CORP COM | 167848 | 20198778 | Stock |
| CUMMINS INC COM | 39130 | 19973705 | Stock |
| ABBVIE INC COM | 87096 | 19900491 | Stock |
| JPMORGAN CHASE & CO. COM | 59576 | 19196714 | Stock |
| AMERICAN EXPRESS CO COM | 50412 | 18650098 | Stock |
| AMERICAN ELEC PWR CO INC COM | 152897 | 17630538 | Stock |
| ELEVANCE HEALTH INC FORMERLY A COM | 48242 | 16911119 | Stock |
| AMAZON COM INC COM | 72542 | 16744144 | Stock |
| ENTERPRISE PRODS PARTNERS L P COM | 516486 | 16558553 | Stock |
| UNITEDHEALTH GROUP INC COM | 49978 | 16498377 | Stock |
| LOWES COS INC COM | 65691 | 15841937 | Stock |
| CISCO SYS INC COM | 202051 | 15564025 | Stock |
| META PLATFORMS INC CL A | 23140 | 15274804 | Stock |
| CARLYLE GROUP INC COM | 252313 | 14914245 | Stock |
| DOW INC COM | 635637 | 14861189 | Stock |
| SCHWAB CHARLES CORP COM | 148104 | 14797094 | Stock |
| SPDR S&P 500 ETF TRUST | 21393 | 14588452 | ETF |
| L3HARRIS TECHNOLOGIES INC COM | 48529 | 14246689 | Stock |
| ADOBE INC COM | 38403 | 13440666 | Stock |
| MEDTRONIC PLC SHS | 139031 | 13355318 | Stock |
| INTERNATIONAL BUSINESS MACHS COM | 41312 | 12237000 | Stock |
| HONEYWELL INTL INC COM | 60715 | 11844953 | Stock |
| ALTRIA GROUP INC COM | 202586 | 11681127 | Stock |
| PRUDENTIAL FINL INC COM | 101714 | 11481472 | Stock |
| EOG RES INC COM | 104517 | 10975307 | Stock |
| CITIGROUP INC COM NEW | 87303 | 10187366 | Stock |
| FLOWERS FOODS INC COM | 923390 | 10046478 | Stock |
| PEPSICO INC COM | 54208 | 7779992 | Stock |
| ISHARES MSCI EAFE ETF | 79436 | 7628247 | ETF |
| AFLAC INC COM | 66590 | 7342923 | Stock |
| APPLIED MATLS INC COM | 28192 | 7244996 | Stock |
| AT&T INC COM | 260473 | 6470160 | Stock |
| VISA INC COM CL A | 18199 | 6382648 | Stock |
| EQUIFAX INC COM | 28955 | 6282656 | Stock |
| ELI LILLY & CO COM | 5755 | 6184728 | Stock |
| WALMART INC COM | 46394 | 5168769 | Stock |
| VANGUARD S&P 500 ETF | 7881 | 4942193 | ETF |
| FISERV INC COM | 69692 | 4681212 | Stock |
| VANGUARD SMALL-CAP ETF | 17579 | 4534500 | ETF |
| VANGUARD MID-CAP ETF | 13707 | 3978127 | ETF |
| ISHARES MSCI EMERGING MARKETS ETF | 63437 | 3470644 | ETF |
| COCA COLA CO COM | 40665 | 2842867 | Stock |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 5378 | 2703252 | Stock |
| CHEVRON CORP NEW COM | 17631 | 2687201 | Stock |
| MERCK & CO INC COM | 24958 | 2627059 | Stock |
| US BANCORP DEL COM NEW | 43077 | 2298603 | Stock |
| SOUTHERN CO COM | 25740 | 2244519 | Stock |
| DANAHER CORPORATION COM | 9415 | 2155266 | Stock |
| INVESCO QQQ TRUST SERIES I | 3436 | 2110965 | ETF |
| GILEAD SCIENCES INC COM | 16531 | 2028960 | Stock |
| BRISTOL-MYERS SQUIBB CO COM | 34226 | 1846131 | Stock |
| GOLDMAN SACHS GROUP INC COM | 1981 | 1741121 | Stock |
| NVIDIA CORPORATION COM | 9240 | 1723209 | Stock |
| JOHNSON & JOHNSON COM | 7964 | 1648143 | Stock |
| ARCHER DANIELS MIDLAND CO COM | 26420 | 1518888 | Stock |
| MCDONALDS CORP COM | 4959 | 1515549 | Stock |
| TRUIST FINL CORP COM | 29586 | 1455937 | Stock |
| CARDINAL HEALTH INC COM | 6712 | 1379316 | Stock |
| PROCTER & GAMBLE CO COM | 8732 | 1251321 | Stock |
| PALANTIR TECHNOLOGIES INC CL A | 6938 | 1233230 | Stock |
| PIMCO MUN INCOME FD II COM | 160482 | 1210031 | CEF |
| STANLEY BLACK & DECKER INC COM | 16047 | 1191979 | Stock |
| INTERCONTINENTAL EXCHANGE INC COM | 7286 | 1180090 | Stock |
| CATERPILLAR INC COM | 2052 | 1175468 | Stock |
| VALMONT INDS INC COM | 2721 | 1094876 | Stock |
| PHILIP MORRIS INTL INC COM | 6819 | 1093722 | Stock |
| ALPHABET INC CAP STK CL C | 3292 | 1033075 | Stock |
| COLONY BANKCORP INC COM | 56426 | 1005511 | Stock |
| DUKE ENERGY CORP NEW COM NEW | 7980 | 935329 | Stock |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | 19095 | 922670 | ETF |
| GLOBAL PMTS INC COM | 11770 | 910964 | Stock |
| CAPITAL ONE FINL CORP COM | 3727 | 903276 | Stock |
| DEERE & CO COM | 1901 | 885071 | Stock |
| HOLOGIC INC COM | 11678 | 869894 | Stock |
| SPDR GOLD SHARES | 2135 | 846122 | ETF |
| ORACLE CORP COM | 4272 | 832639 | Stock |
| RTX CORPORATION COM | 4490 | 823426 | Stock |
| NEXTERA ENERGY INC COM | 10178 | 817107 | Stock |
| BANK AMERICA CORP COM | 14756 | 811585 | Stock |
| BLACKROCK INC COM | 744 | 796072 | Stock |
| BROADCOM INC COM | 2167 | 750117 | Stock |
| PHILLIPS 66 COM | 5206 | 671753 | Stock |
| PFIZER INC COM | 25813 | 642739 | Stock |
| MARKEL GROUP INC COM | 297 | 638446 | Stock |
| ISHARES CORE S&P 500 ETF | 912 | 624369 | ETF |
| AMERIS BANCORP COM | 8382 | 622517 | Stock |
| SPDR S&P MIDCAP 400 ETF TRUST | 1017 | 613665 | ETF |
| ISHARES RUSSELL 1000 ETF | 1641 | 612936 | ETF |
| ISHARES RUSSELL MIDCAP ETF | 6208 | 597644 | ETF |
| TESLA INC COM | 1318 | 592731 | Stock |
| ISHARES RUSSELL 1000 GROWTH ETF | 1207 | 571433 | ETF |
| STRYKER CORPORATION COM | 1614 | 567414 | Stock |
| VANGUARD INFORMATION TECHNOLOGY ETF | 745 | 561566 | ETF |
| VANGUARD GROWTH ETF | 1131 | 551652 | ETF |
| 3M CO COM | 3297 | 527809 | Stock |
| FORTINET INC COM | 6590 | 523312 | Stock |
| VERIZON COMMUNICATIONS INC COM | 12501 | 509186 | Stock |
| BANK OZK LITTLE ROCK ARK COM | 10920 | 502538 | Stock |
| ISHARES PREFERRED & INCOME SECURITIES ETF | 16010 | 495655 | ETF |
| COSTCO WHOLESALE CORPORATION COM | 571 | 492025 | Stock |
| METLIFE INC COM | 6028 | 475813 | Stock |
| UNION PAC CORP COM | 2011 | 465213 | Stock |
| CONOCOPHILLIPS COM | 4908 | 459400 | Stock |
| VANGUARD INTERMEDIATE-TERM BOND ETF | 5813 | 452755 | ETF |
| CLOROX CO DEL COM | 4471 | 450802 | Stock |
| QUALCOMM INC COM | 2575 | 440525 | Stock |
| BP PLC SPONSORED ADR | 12671 | 440063 | ADR |
| MARATHON PETE CORP COM | 2616 | 425402 | Stock |
| DOLLAR GEN CORP NEW COM | 3086 | 409723 | Stock |
| MORGAN STANLEY COM NEW | 2206 | 391644 | Stock |
| GENERAL MTRS CO COM | 4750 | 386270 | Stock |
| TJX COS INC NEW COM | 2513 | 386043 | Stock |
| WEYERHAEUSER CO MTN BE COM NEW | 16270 | 385440 | REIT |
| WELLS FARGO CO NEW COM | 4095 | 381652 | Stock |
| ISHARES RUSSELL 2000 ETF | 1473 | 362716 | ETF |
| VANGUARD RUSSELL 1000 VALUE ETF | 3921 | 361913 | ETF |
| STARBUCKS CORP COM | 4193 | 353090 | Stock |
| EATON VANCE MUN BD FD COM | 36026 | 350532 | CEF |
| DOMINION ENERGY INC COM | 5975 | 350075 | Stock |
| RENASANT CORP COM | 9807 | 345409 | Stock |
| WASTE MGMT INC DEL COM | 1548 | 340158 | Stock |
| BOOKING HOLDINGS INC COM | 63 | 337386 | Stock |
| KKR & CO INC COM | 2630 | 335306 | Stock |
| INTEL CORP COM | 9018 | 332764 | Stock |
| BANK NEW YORK MELLON CORP COM | 2837 | 329388 | Stock |
| HOME DEPOT INC COM | 956 | 328966 | Stock |
| GENUINE PARTS CO COM | 2582 | 317457 | Stock |
| COLGATE PALMOLIVE CO COM | 3754 | 296621 | Stock |
| EMERSON ELEC CO COM | 2215 | 294033 | Stock |
| LYONDELLBASELL INDUSTRIES N V SHS - A - | 6491 | 281068 | Stock |
| NORTHROP GRUMMAN CORP COM | 467 | 266090 | Stock |
| SNAP ON INC COM | 754 | 259891 | Stock |
| TRACTOR SUPPLY CO COM | 5140 | 257071 | Stock |
| COMCAST CORP NEW CL A | 8470 | 253169 | Stock |
| FEDEX CORP COM | 874 | 252420 | Stock |
| NETFLIX INC COM | 2690 | 252214 | Stock |
| VANGUARD TOTAL STOCK MARKET ETF | 742 | 248717 | ETF |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 4491 | 245947 | ETF |
| SHOPIFY INC CL A SUB VTG SHS | 1500 | 241455 | Stock |
| WELLTOWER INC COM | 1283 | 238098 | REIT |
| IRON MTN INC DEL COM | 2799 | 232138 | REIT |
| GENERAC HLDGS INC COM | 1700 | 231829 | Stock |
| TARGET CORP COM | 2369 | 231537 | Stock |
| PNC FINL SVCS GROUP INC COM | 1106 | 230855 | Stock |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | 3046 | 229790 | ETF |
| ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | 3700 | 218152 | Stock |
| CENTENE CORP DEL COM | 5295 | 217889 | Stock |
| NORFOLK SOUTHN CORP COM | 750 | 216540 | Stock |
| GE AEROSPACE COM NEW | 700 | 215744 | Stock |
| UNITED PARCEL SERVICE INC CL B | 2128 | 211036 | Stock |
| ONEOK INC NEW COM | 2815 | 206903 | Stock |
| ISHARES BITCOIN TRUST ETF | 4153 | 206196 | ETF |
| ISHARES 3-7 YEAR TREASURY BOND ETF | 1718 | 204993 | ETF |
| LOCKHEED MARTIN CORP COM | 423 | 204780 | Stock |
| ISHARES RUSSELL 1000 VALUE ETF | 971 | 204321 | ETF |
| ABBOTT LABS COM | 1604 | 200948 | Stock |
| FORD MTR CO COM | 11983 | 157212 | Stock |
| BLACKROCK ENHANCED EQUITY DIVI COM | 13602 | 128949 | CEF |
| NUVEEN CR STRATEGIES INCOME FD COM SHS | 14601 | 73298 | CEF |
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