Allen Mooney & Barnes Investment Advisors LLC Top Holdings and 13F Report (2025) About Allen Mooney & Barnes Investment Advisors LLCInvestment ActivityAllen Mooney & Barnes Investment Advisors LLC has $608.88 million in total holdings as of June 30, 2025.Allen Mooney & Barnes Investment Advisors LLC owns shares of 153 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 6.68% of the portfolio was purchased this quarter.About 12.02% of the portfolio was sold this quarter.This quarter, Allen Mooney & Barnes Investment Advisors LLC has purchased 154 new stocks and bought additional shares in 79 stocks.Allen Mooney & Barnes Investment Advisors LLC sold shares of 51 stocks and completely divested from 7 stocks this quarter.Largest Holdings Meta Platforms $28,502,647Apple $28,298,586Alphabet $24,998,213Microsoft $23,503,665JPMorgan Chase & Co. $23,033,812 Largest New Holdings this Quarter 26875P101 - EOG Resources $7,401,116 Holding14040H105 - Capital One Financial $792,957 Holding75970E107 - Renasant $363,009 Holding921909768 - Vanguard Total International Stock ETF $208,033 Holding64110L106 - Netflix $204,887 Holding Largest Purchases this Quarter Meta Platforms 18,184 shares (about $13.42M)EOG Resources 61,877 shares (about $7.40M)LyondellBasell Industries 102,140 shares (about $5.91M)UnitedHealth Group 18,151 shares (about $5.66M)Adobe 4,570 shares (about $1.77M) Largest Sales this Quarter Deere & Company 32,467 shares (about $16.51M)BLACKROCK INC COM 14,829 shares (about $15.55M)Dollar General 135,125 shares (about $15.45M)MetLife 140,552 shares (about $11.30M)ConocoPhillips 73,362 shares (about $6.58M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAllen Mooney & Barnes Investment Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMETAMeta Platforms$28,502,647$13,421,346 ▲89.0%38,6174.7%Computer and TechnologyAAPLApple$28,298,586$348,172 ▲1.2%137,9284.6%Computer and TechnologyGOOGLAlphabet$24,998,213$68,730 ▲0.3%141,8504.1%Computer and TechnologyMSFTMicrosoft$23,503,665$230,799 ▲1.0%47,2523.9%Computer and TechnologyJPMJPMorgan Chase & Co.$23,033,812$211,923 ▲0.9%79,4523.8%FinanceAXPAmerican Express$21,239,770$147,687 ▼-0.7%66,5873.5%FinanceXOMExxon Mobil$17,605,767$225,194 ▲1.3%163,3192.9%EnergySCHWCharles Schwab$16,601,065$140,510 ▼-0.8%181,9492.7%FinanceCGCarlyle Group$16,161,897$414,952 ▲2.6%314,4342.7%FinanceABBVAbbVie$15,869,084$168,915 ▲1.1%85,4922.6%MedicalAMZNAmazon.com$15,800,029$282,355 ▲1.8%72,0182.6%Retail/WholesaleAEPAmerican Electric Power$15,448,673$66,302 ▲0.4%148,8892.5%UtilitiesLYBLyondellBasell Industries$14,456,440$5,909,822 ▲69.1%249,8522.4%Basic MaterialsLOWLowe's Companies$14,401,574$230,079 ▲1.6%64,9102.4%Retail/WholesaleCSCOCisco Systems$13,938,309$75,069 ▲0.5%200,8982.3%Computer and TechnologyHONHoneywell International$13,764,076$65,439 ▲0.5%59,1042.3%Multi-Sector ConglomeratesSPYSPDR S&P 500 ETF Trust$13,336,195$678,394 ▲5.4%21,5852.2%FinanceUNHUnitedHealth Group$12,810,047$5,662,539 ▲79.2%41,0622.1%MedicalCMICummins$12,581,540$205,997 ▲1.7%38,4172.1%Auto/Tires/TrucksCNCCentene$12,167,893$99,441 ▲0.8%224,1692.0%MedicalLHXL3Harris Technologies$11,919,112$72,492 ▲0.6%47,5172.0%AerospaceIBMInternational Business Machines$11,913,218$22,108 ▼-0.2%40,4142.0%Computer and TechnologyKVUEKenvue$11,881,036$66,097 ▲0.6%567,6562.0%Consumer StaplesMDTMedtronic$11,838,710$131,103 ▲1.1%135,8121.9%MedicalMOAltria Group$11,097,129$64,024 ▼-0.6%189,2741.8%Consumer StaplesPRUPrudential Financial$10,621,194$4,083 ▲0.0%98,8571.7%FinanceEPDEnterprise Products Partners$10,593,957$112,225 ▼-1.0%341,6301.7%EnergyEFXEquifax$7,445,2160.0%28,7051.2%Business ServicesEOGEOG Resources$7,401,116$7,401,116 ▲New Holding61,8771.2%EnergyCCitigroup$7,240,352$25,961 ▲0.4%85,0611.2%Financial ServicesAFLAflac$6,955,704$43,766 ▲0.6%65,9561.1%FinanceTAT&T$6,935,868$7,206 ▲0.1%239,6641.1%Computer and TechnologyVVisa$6,678,878$1,420 ▲0.0%18,8111.1%Business ServicesPEPPepsiCo$6,622,097$244,671 ▲3.8%50,1521.1%Consumer StaplesEFAiShares MSCI EAFE ETF$6,428,151$4,380 ▲0.1%71,9111.1%FinanceDISWalt Disney$6,280,932$11,657 ▼-0.2%50,6491.0%Consumer DiscretionaryAMATApplied Materials$5,257,486$2,014 ▼0.0%28,7180.9%Computer and TechnologyWMTWalmart$4,529,446$11,342 ▲0.3%46,3230.7%Retail/WholesaleVOOVanguard S&P 500 ETF$4,186,897$219,257 ▼-5.0%7,3710.7%ETFLLYEli Lilly and Company$4,114,028$45,209 ▼-1.1%5,2780.7%MedicalVBVanguard Small-Cap ETF$4,006,413$142,426 ▼-3.4%16,9060.7%ETFVOVanguard Mid-Cap ETF$3,684,3840.0%13,1670.6%ETFFLOFlowers Foods$3,098,962$11,745 ▼-0.4%193,9280.5%Consumer StaplesKOCocaCola$2,946,460$31,767 ▲1.1%41,6460.5%Consumer StaplesEEMiShares MSCI Emerging Markets ETF$2,837,8100.0%58,8270.5%FinanceBRK.BBerkshire Hathaway$2,683,879$18,945 ▲0.7%5,5250.4%FinanceCVXChevron$2,561,323$225,805 ▼-8.1%17,8880.4%EnergySOSouthern$2,354,251$826 ▼0.0%25,6370.4%UtilitiesADBEAdobe$2,132,483$1,768,042 ▲485.1%5,5120.4%Computer and TechnologyUSBU.S. Bancorp$1,948,198$3,711 ▲0.2%43,0540.3%FinanceMRKMerck & Co., Inc.$1,921,694$77,973 ▲4.2%24,2760.3%MedicalQQQInvesco QQQ$1,907,556$22,065 ▼-1.1%3,4580.3%FinanceGILDGilead Sciences$1,843,292$443 ▲0.0%16,6260.3%MedicalDHRDanaher$1,752,493$395 ▲0.0%8,8720.3%MedicalGSThe Goldman Sachs Group$1,743,799$24,770 ▲1.4%2,4640.3%FinancePALANTIR TECHNOLOGIES INC CL A$1,725,675$184,986 ▼-9.7%12,6590.3%StockNVDANVIDIA$1,719,374$72,990 ▼-4.1%10,8830.3%Computer and TechnologyBMYBristol Myers Squibb$1,563,323$26,524 ▲1.7%33,7720.3%MedicalTFCTruist Financial$1,404,444$148,918 ▲11.9%32,6690.2%FinanceMCDMcDonald's$1,380,198$2,630 ▲0.2%4,7240.2%Retail/WholesalePGProcter & Gamble$1,380,043$58,152 ▼-4.0%8,6620.2%Consumer StaplesICEIntercontinental Exchange$1,338,960$7,522 ▲0.6%7,2980.2%FinanceJNJJohnson & Johnson$1,292,624$1,069 ▼-0.1%8,4620.2%MedicalPMPhilip Morris International$1,239,388$2,186 ▲0.2%6,8050.2%Consumer StaplesADMArcher Daniels Midland$1,221,342$2,006 ▲0.2%23,1400.2%Consumer StaplesCAHCardinal Health$1,110,480$24,192 ▼-2.1%6,6100.2%MedicalSWKStanley Black & Decker$1,082,636$601,209 ▼-35.7%15,9800.2%IndustrialsDEDeere & Company$963,105$16,509,572 ▼-94.5%1,8940.2%IndustrialsBNDXVanguard Total International Bond ETF$945,4970.0%19,0970.2%ETFDUKDuke Energy$940,556$6,726 ▼-0.7%7,9710.2%UtilitiesTSLATesla$935,509$93,392 ▲11.1%2,9450.2%Auto/Tires/TrucksORCLOracle$910,363$185,614 ▼-16.9%4,1640.1%Computer and TechnologyVMIValmont Industries$889,830$38,859 ▼-4.2%2,7250.1%IndustrialsBLACKROCK INC COM$835,763$15,550,225 ▼-94.9%7970.1%StockCATCaterpillar$824,257$14,365 ▼-1.7%2,1230.1%IndustrialsPMLPIMCO Municipal Income Fund II$823,269$17,090 ▲2.1%110,5060.1%Financial ServicesCOFCapital One Financial$792,957$792,957 ▲New Holding3,7270.1%FinanceBACBank of America$776,944$34,402 ▲4.6%16,4190.1%FinanceHOLXHologic$765,891$33,232 ▼-4.2%11,7540.1%MedicalNEENextEra Energy$746,060$278 ▲0.0%10,7470.1%UtilitiesFIFiserv$674,2960.0%3,9110.1%Business ServicesSYKStryker$668,793$9,893 ▼-1.5%1,6900.1%MedicalRTXRTX$665,717$18,253 ▲2.8%4,5590.1%AerospaceFTNTFortinet$660,4330.0%6,2470.1%Computer and TechnologyGPNGlobal Payments$659,601$8,884 ▲1.4%8,2410.1%Business ServicesGLDSPDR Gold Shares$658,1280.0%2,1590.1%FinancePSXPhillips 66$652,713$597 ▲0.1%5,4710.1%EnergyVZVerizon Communications$636,105$680,197 ▼-51.7%14,7010.1%Computer and TechnologyPFEPfizer$633,140$3,030 ▼-0.5%26,1200.1%MedicalCOSTCostco Wholesale$617,841$9,901 ▼-1.6%6240.1%Retail/WholesaleAVGOBroadcom$615,832$38,317 ▼-5.9%2,2340.1%Computer and TechnologyGOOGAlphabet$611,836$37,963 ▲6.6%3,4490.1%Computer and TechnologyIVViShares Core S&P 500 ETF$588,302$5,591 ▼-0.9%9470.1%ETFIWRiShares Russell Mid-Cap ETF$582,4460.0%6,3330.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$574,773$566 ▲0.1%1,0150.1%ETFIWFiShares Russell 1000 Growth ETF$574,371$425 ▲0.1%1,3530.1%ETFWMWaste Management$558,834$458 ▲0.1%2,4420.1%Business ServicesIWBiShares Russell 1000 ETF$554,235$1,358 ▲0.2%1,6320.1%ETFABCBAmeris Bancorp$549,6140.0%8,4950.1%FinanceCOPConocoPhillips$538,614$6,583,439 ▼-92.4%6,0020.1%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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