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 $614.96 million in total holdings as of March 31, 2025.Allen Mooney & Barnes Investment Advisors LLC owns shares of 154 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 8.19% of the portfolio was purchased this quarter.About 4.13% of the portfolio was sold this quarter.This quarter, Allen Mooney & Barnes Investment Advisors LLC has purchased 149 new stocks and bought additional shares in 80 stocks.Allen Mooney & Barnes Investment Advisors LLC sold shares of 47 stocks and completely divested from 1 stock this quarter.Largest Holdings Apple $30,260,886Alphabet $21,875,388JPMorgan Chase & Co. $19,310,288Exxon Mobil $19,175,124American Express $18,039,845 Largest New Holdings this Quarter 15135B101 - Centene $13,498,079 Holding14316J108 - The Carlyle Group $13,354,276 Holding363576109 - Arthur J. Gallagher & Co. $258,676 Holding95040Q104 - Welltower $202,738 Holding464288661 - iShares 3-7 Year Treasury Bond ETF $202,273 Holding Largest Purchases this Quarter Centene 222,337 shares (about $13.50M)The Carlyle Group 306,361 shares (about $13.35M)Meta Platforms 19,107 shares (about $11.01M)U.S. Bancorp 19,806 shares (about $836.22K)Vanguard S&P 500 ETF 1,575 shares (about $809.43K) Largest Sales this Quarter Apple 29,046 shares (about $6.45M)Amazon.com 28,049 shares (about $5.34M)Microsoft 12,296 shares (about $4.62M)JPMorgan Chase & Co. 2,219 shares (about $544.32K)American Express 1,603 shares (about $431.29K) 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 PortfolioSectorAAPLApple$30,260,886$6,451,965 ▼-17.6%136,2314.9%Computer and TechnologyGOOGLAlphabet$21,875,388$138,867 ▼-0.6%141,4603.6%Computer and TechnologyJPMJPMorgan Chase & Co.$19,310,288$544,321 ▼-2.7%78,7213.1%FinanceXOMExxon Mobil$19,175,124$666,604 ▲3.6%161,2303.1%EnergyAXPAmerican Express$18,039,845$431,288 ▼-2.3%67,0502.9%FinanceABBVAbbVie$17,721,588$86,113 ▲0.5%84,5822.9%MedicalMSFTMicrosoft$17,563,744$4,615,795 ▼-20.8%46,7882.9%Computer and TechnologyAEPAmerican Electric Power$16,199,239$268,148 ▲1.7%148,2502.6%UtilitiesDEDeere & Company$16,127,350$202,759 ▲1.3%34,3612.6%IndustrialsLOWLowe's Companies$14,897,103$425,178 ▲2.9%63,8732.4%Retail/WholesaleBLACKROCK INC COM$14,789,321$377,636 ▲2.6%15,6262.4%StockSCHWCharles Schwab$14,363,489$309,910 ▲2.2%183,4892.3%FinanceKVUEKenvue$13,536,667$427,683 ▲3.3%564,4982.2%Consumer StaplesCNCCentene$13,498,079$13,498,079 ▲New Holding222,3372.2%MedicalAMZNAmazon.com$13,457,280$5,336,603 ▼-28.4%70,7312.2%Retail/WholesaleCGThe Carlyle Group$13,354,276$13,354,276 ▲New Holding306,3612.2%FinanceHONHoneywell International$12,455,729$521,539 ▲4.4%58,8232.0%Multi-Sector ConglomeratesCSCOCisco Systems$12,330,616$106,203 ▲0.9%199,8162.0%Computer and TechnologyDGDollar General$12,167,316$501,025 ▲4.3%138,3752.0%Retail/WholesaleMDTMedtronic$12,068,922$571,510 ▲5.0%134,3082.0%MedicalUNHUnitedHealth Group$11,999,680$756,822 ▲6.7%22,9112.0%MedicalCMICummins$11,844,265$152,018 ▲1.3%37,7881.9%Auto/Tires/TrucksMETMetLife$11,799,374$351,430 ▲3.1%146,9591.9%FinanceEPDEnterprise Products Partners$11,786,797$192,003 ▲1.7%345,2491.9%EnergyMETAMeta Platforms$11,776,609$11,012,366 ▲1,441.0%20,4331.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$11,460,166$478,276 ▲4.4%20,4871.9%FinanceMOAltria Group$11,425,747$11,824 ▼-0.1%190,3661.9%Consumer StaplesPRUPrudential Financial$11,036,115$256,306 ▲2.4%98,8191.8%FinanceLYBLyondellBasell Industries$10,398,892$652,324 ▲6.7%147,7121.7%Basic MaterialsIBMInternational Business Machines$10,067,986$282,478 ▼-2.7%40,4891.6%Computer and TechnologyLHXL3Harris Technologies$9,885,207$365,871 ▲3.8%47,2281.6%AerospaceCOPConocoPhillips$8,334,858$494,647 ▲6.3%79,3641.4%EnergyAFLAflac$7,287,531$127,980 ▲1.8%65,5411.2%FinancePEPPepsiCo$7,241,882$417,729 ▲6.1%48,2991.2%Consumer StaplesEFXEquifax$6,991,3900.0%28,7051.1%Business ServicesTAT&T$6,770,661$203,446 ▼-2.9%239,4151.1%Computer and TechnologyVVisa$6,591,132$383,055 ▼-5.5%18,8071.1%Business ServicesCCitigroup$6,016,845$34,998 ▼-0.6%84,7561.0%FinanceEFAiShares MSCI EAFE ETF$5,873,2780.0%71,8621.0%FinanceDISWalt Disney$5,008,374$47,771 ▲1.0%50,7430.8%Consumer DiscretionaryLLYEli Lilly and Company$4,407,268$72,684 ▲1.7%5,3360.7%MedicalAMATApplied Materials$4,169,174$70,674 ▲1.7%28,7290.7%Computer and TechnologyWMTWalmart$4,056,544$34,941 ▲0.9%46,2070.7%Retail/WholesaleVOOVanguard S&P 500 ETF$3,986,508$809,430 ▲25.5%7,7570.6%ETFVBVanguard Small-Cap ETF$3,882,2040.0%17,5070.6%ETFFLOFlowers Foods$3,700,541$8,764 ▲0.2%194,6630.6%Consumer StaplesVOVanguard Mid-Cap ETF$3,405,122$14,741 ▲0.4%13,1670.6%ETFCVXChevron$3,256,328$28,105 ▼-0.9%19,4650.5%EnergyKOCoca-Cola$2,950,508$13,250 ▼-0.4%41,1970.5%Consumer StaplesBRK.BBerkshire Hathaway$2,921,734$84,680 ▼-2.8%5,4860.5%FinanceEEMiShares MSCI Emerging Markets ETF$2,570,735$218 ▼0.0%58,8270.4%FinanceSOSouthern$2,358,153$155,764 ▼-6.2%25,6460.4%UtilitiesMRKMerck & Co., Inc.$2,090,584$19,388 ▲0.9%23,2910.3%MedicalBMYBristol-Myers Squibb$2,024,781$24,762 ▲1.2%33,1990.3%MedicalSWKStanley Black & Decker$1,910,800$13,377 ▲0.7%24,8540.3%IndustrialsGILDGilead Sciences$1,862,549$11,878 ▼-0.6%16,6220.3%MedicalSBUXStarbucks$1,821,388$10,103 ▲0.6%18,5690.3%Retail/WholesaleDHRDanaher$1,818,381$3,690 ▲0.2%8,8700.3%MedicalUSBU.S. Bancorp$1,814,291$836,215 ▲85.5%42,9720.3%FinanceQQQInvesco QQQ$1,640,049$15,941 ▼-1.0%3,4980.3%FinancePGProcter & Gamble$1,538,322$31,186 ▲2.1%9,0270.3%Consumer StaplesMCDMcDonald's$1,472,964$34,052 ▼-2.3%4,7150.2%Retail/WholesaleJNJJohnson & Johnson$1,404,422$30,845 ▲2.2%8,4690.2%MedicalVZVerizon Communications$1,379,875$33,929 ▲2.5%30,4210.2%Computer and TechnologyIWViShares Russell 3000 ETF$1,335,0410.0%4,2030.2%ETFGSThe Goldman Sachs Group$1,327,134$2,185 ▼-0.2%2,4290.2%FinanceICEIntercontinental Exchange$1,251,820$17,595 ▼-1.4%7,2570.2%FinanceNVDANVIDIA$1,229,601$119,546 ▲10.8%11,3450.2%Computer and TechnologyTFCTruist Financial$1,201,800$32,097 ▼-2.6%29,2050.2%FinancePALANTIR TECHNOLOGIES INC CL A$1,182,950$212,350 ▲21.9%14,0160.2%StockADMArcher-Daniels-Midland$1,109,126$20,212 ▲1.9%23,1020.2%Consumer StaplesPMPhilip Morris International$1,078,192$230,780 ▼-17.6%6,7930.2%Consumer StaplesDUKDuke Energy$979,164$2,073 ▲0.2%8,0280.2%UtilitiesBNDXVanguard Total International Bond ETF$932,3200.0%19,0970.2%ETFCAHCardinal Health$930,499$12,399 ▼-1.3%6,7540.2%MedicalPMLPIMCO Municipal Income Fund II$876,519$14,297 ▲1.7%108,2120.1%Financial ServicesFIFiserv$863,6660.0%3,9110.1%Business ServicesVMIValmont Industries$811,631$69,919 ▲9.4%2,8440.1%IndustrialsGPNGlobal Payments$796,054$8,714 ▼-1.1%8,1300.1%Business ServicesNEENextEra Energy$761,563$922 ▼-0.1%10,7430.1%UtilitiesHOLXHologic$757,547$1,297 ▲0.2%12,2640.1%MedicalCATCaterpillar$712,246$36,272 ▼-4.8%2,1600.1%IndustrialsORCLOracle$700,885$3,915 ▼-0.6%5,0130.1%Computer and TechnologyTSLATesla$687,033$89,410 ▲15.0%2,6510.1%Auto/Tires/TrucksPSXPhillips 66$674,899$6,421 ▲1.0%5,4660.1%EnergyPFEPfizer$665,041$9,984 ▲1.5%26,2450.1%MedicalCLXClorox$664,988$589 ▲0.1%4,5160.1%Consumer StaplesBACBank of America$654,810$40,310 ▼-5.8%15,6920.1%FinanceSYKStryker$638,575$35,001 ▲5.8%1,7150.1%MedicalGLDSPDR Gold Shares$622,0940.0%2,1590.1%FinanceFTNTFortinet$601,336$22,332 ▼-3.6%6,2470.1%Computer and TechnologyCOSTCostco Wholesale$599,7380.0%6340.1%Retail/WholesaleRTXRTX$587,336$13,644 ▲2.4%4,4340.1%AerospaceWMWaste Management$564,976$12,967 ▼-2.2%2,4400.1%Business ServicesMDYSPDR S&P MidCap 400 ETF Trust$540,695$1,066 ▲0.2%1,0140.1%ETFIWRiShares Russell Mid-Cap ETF$538,748$28,498 ▲5.6%6,3330.1%ETFIVViShares Core S&P 500 ETF$537,438$79,829 ▲17.4%9560.1%ETFUNPUnion Pacific$527,823$68,754 ▼-11.5%2,2340.1%TransportationGOOGAlphabet$505,417$38,902 ▼-7.1%3,2350.1%Computer and TechnologyIWBiShares Russell 1000 ETF$499,379$1,227 ▲0.2%1,6280.1%ETFShowing 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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