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 $641.78 million in total holdings as of September 30, 2025.Allen Mooney & Barnes Investment Advisors LLC owns shares of 157 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 8.87% of the portfolio was purchased this quarter.About 9.80% of the portfolio was sold this quarter.This quarter, Allen Mooney & Barnes Investment Advisors LLC has purchased 153 new stocks and bought additional shares in 59 stocks.Allen Mooney & Barnes Investment Advisors LLC sold shares of 70 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $33,861,063Alphabet $24,083,211Microsoft $23,990,094AbbVie $19,978,374Exxon Mobil $18,703,734 Largest New Holdings this Quarter 036752103 - Elevance Health $15,258,373 Holding458140100 - Intel $292,791 Holding95040Q104 - Welltower $230,468 Holding655844108 - Norfolk Southern $225,308 Holding82509L107 - SHOPIFY INC CL A SUB VTG SHS $222,915 Holding Largest Purchases this Quarter Elevance Health 47,222 shares (about $15.26M)Fiserv 105,525 shares (about $13.61M)Flowers Foods 741,780 shares (about $9.68M)EOG Resources 45,860 shares (about $5.14M)Enterprise Products Partners 153,396 shares (about $4.80M) Largest Sales this Quarter Meta Platforms 16,138 shares (about $11.85M)Alphabet 42,783 shares (about $10.40M)Centene 212,213 shares (about $7.57M)JPMorgan Chase & Co. 20,213 shares (about $6.38M)Walt Disney 47,685 shares (about $5.46M) 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$33,861,063$1,259,659 ▼-3.6%132,9815.3%Computer and TechnologyGOOGLAlphabet$24,083,211$10,400,557 ▼-30.2%99,0673.8%Computer and TechnologyMSFTMicrosoft$23,990,094$484,287 ▼-2.0%46,3173.7%Computer and TechnologyABBVAbbVie$19,978,374$183,611 ▲0.9%86,2853.1%MedicalXOMExxon Mobil$18,703,734$289,542 ▲1.6%165,8872.9%EnergyJPMJPMorgan Chase & Co.$18,685,714$6,375,772 ▼-25.4%59,2392.9%FinanceUNHUnitedHealth Group$17,553,968$3,375,298 ▲23.8%50,8372.7%MedicalAEPAmerican Electric Power$16,894,338$144,337 ▲0.9%150,1722.6%UtilitiesAXPAmerican Express$16,688,570$5,428,776 ▼-24.5%50,2432.6%FinanceMETAMeta Platforms$16,507,947$11,851,294 ▼-41.8%22,4792.6%Computer and TechnologyCMICummins$16,491,234$265,245 ▲1.6%39,0452.6%Auto/Tires/TrucksLOWLowe's Companies$16,236,751$75,896 ▼-0.5%64,6082.5%Retail/WholesaleAMZNAmazon.com$15,775,226$37,766 ▼-0.2%71,8462.5%Retail/WholesaleCGCarlyle Group$15,498,722$4,216,254 ▼-21.4%247,1892.4%FinanceEPDEnterprise Products Partners$15,479,448$4,796,688 ▲44.9%495,0262.4%EnergyELVElevance Health$15,258,373$15,258,373 ▲New Holding47,2222.4%MedicalLHXL3Harris Technologies$14,685,642$173,473 ▲1.2%48,0852.3%AerospaceSPYSPDR S&P 500 ETF Trust$14,222,182$157,217 ▼-1.1%21,3492.2%FinanceFIFiserv$14,109,583$13,605,338 ▲2,698.2%109,4362.2%Business ServicesSCHWCharles Schwab$13,931,737$3,438,923 ▼-19.8%145,9282.2%FinanceCSCOCisco Systems$13,703,213$42,215 ▼-0.3%200,2812.1%Computer and TechnologyMDTMedtronic$13,138,132$203,432 ▲1.6%137,9482.0%MedicalMOAltria Group$12,811,746$308,302 ▲2.5%193,9412.0%Consumer StaplesLYBLyondellBasell Industries$12,490,118$237,354 ▲1.9%254,6921.9%Basic MaterialsHONHoneywell International$12,433,523$7,788 ▼-0.1%59,0671.9%Multi-Sector ConglomeratesFLOFlowers Foods$12,210,985$9,680,226 ▲382.5%935,7081.9%Consumer StaplesEOGEOG Resources$12,079,426$5,141,803 ▲74.1%107,7371.9%EnergyIBMInternational Business Machines$11,549,229$145,878 ▲1.3%40,9311.8%Computer and TechnologyPRUPrudential Financial$10,390,996$135,588 ▲1.3%100,1641.6%FinanceKVUEKenvue$9,429,869$216,816 ▲2.4%581,0151.5%Consumer StaplesCCitigroup$8,798,872$165,141 ▲1.9%86,6881.4%Financial ServicesEFXEquifax$7,363,6940.0%28,7051.1%Business ServicesAFLAflac$7,314,887$52,387 ▼-0.7%65,4871.1%FinancePEPPepsiCo$7,174,717$131,312 ▲1.9%51,0871.1%Consumer StaplesTAT&T$6,957,997$189,886 ▲2.8%246,3881.1%Computer and TechnologyEFAiShares MSCI EAFE ETF$6,695,497$18,861 ▼-0.3%71,7091.0%FinanceVVisa$6,209,232$212,334 ▼-3.3%18,1891.0%Business ServicesAMATApplied Materials$5,821,850$57,942 ▼-1.0%28,4350.9%Computer and TechnologyWMTWalmart$4,779,420$5,359 ▲0.1%46,3750.7%Retail/WholesaleVOOVanguard S&P 500 ETF$4,507,806$6,124 ▼-0.1%7,3610.7%ETFVBVanguard Small-Cap ETF$4,280,406$18,563 ▼-0.4%16,8330.7%ETFLLYEli Lilly and Company$3,908,046$119,027 ▼-3.0%5,1220.6%MedicalVOVanguard Mid-Cap ETF$3,851,382$16,155 ▼-0.4%13,1120.6%ETFEEMiShares MSCI Emerging Markets ETF$3,128,595$12,763 ▼-0.4%58,5880.5%FinanceBRK.BBerkshire Hathaway$2,703,736$73,903 ▼-2.7%5,3780.4%FinanceCVXChevron$2,700,050$77,801 ▼-2.8%17,3870.4%EnergyKOCocaCola$2,677,080$84,890 ▼-3.1%40,3660.4%Consumer StaplesSOSouthern$2,524,945$95,338 ▲3.9%26,6430.4%UtilitiesUSBU.S. Bancorp$2,092,175$11,358 ▲0.5%43,2890.3%FinanceQQQInvesco QQQ$2,054,162$22,217 ▼-1.1%3,4210.3%FinanceMRKMerck & Co., Inc.$2,031,248$6,211 ▼-0.3%24,2020.3%MedicalADBEAdobe$1,953,882$9,524 ▲0.5%5,5390.3%Computer and TechnologyGILDGilead Sciences$1,807,548$37,963 ▼-2.1%16,2840.3%MedicalNVDANVIDIA$1,754,997$275,583 ▼-13.6%9,4060.3%Computer and TechnologyDHRDanaher$1,702,334$56,705 ▼-3.2%8,5860.3%MedicalGSThe Goldman Sachs Group$1,570,419$391,808 ▼-20.0%1,9720.2%FinanceBMYBristol Myers Squibb$1,526,449$3,337 ▲0.2%33,8460.2%MedicalTFCTruist Financial$1,483,141$10,470 ▼-0.7%32,4400.2%FinanceJNJJohnson & Johnson$1,465,025$104,022 ▼-6.6%7,9010.2%MedicalADMArcher Daniels Midland$1,448,267$65,893 ▲4.8%24,2430.2%Consumer StaplesMCDMcDonald's$1,438,061$2,431 ▲0.2%4,7320.2%Retail/WholesalePALANTIR TECHNOLOGIES INC CL A$1,405,729$903,527 ▼-39.1%7,7060.2%StockPGProcter & Gamble$1,324,003$6,914 ▼-0.5%8,6170.2%Consumer StaplesORCLOracle$1,284,006$113,047 ▲9.7%4,5660.2%Computer and TechnologyICEIntercontinental Exchange$1,215,301$14,321 ▼-1.2%7,2130.2%FinanceSWKStanley Black & Decker$1,180,910$6,913 ▼-0.6%15,8870.2%IndustrialsPMPhilip Morris International$1,103,857$162 ▲0.0%6,8060.2%Consumer StaplesVMIValmont Industries$1,056,6120.0%2,7250.2%IndustrialsCAHCardinal Health$1,053,516$16,010 ▲1.5%6,7120.2%MedicalCATCaterpillar$991,125$21,951 ▼-2.2%2,0770.2%IndustrialsDUKDuke Energy$988,433$1,980 ▲0.2%7,9870.2%UtilitiesBNDXVanguard Total International Bond ETF$944,5430.0%19,0970.1%ETFBLACKROCK INC COM$885,777$43,123 ▼-4.6%7600.1%StockDEDeere & Company$873,151$7,314 ▲0.8%1,9100.1%IndustrialsGOOGAlphabet$833,388$6,576 ▼-0.8%3,4220.1%Computer and TechnologyPMLPIMCO Municipal Income Fund II$814,924$59,174 ▼-6.8%103,0250.1%Financial ServicesGPNGlobal Payments$814,590$129,936 ▲19.0%9,8050.1%Business ServicesCOFCapital One Financial$792,2860.0%3,7270.1%FinanceHOLXHologic$785,719$7,559 ▼-1.0%11,6420.1%MedicalGLDSPDR Gold Shares$767,4600.0%2,1590.1%FinanceNEENextEra Energy$754,037$57,219 ▼-7.1%9,9890.1%UtilitiesRTXRTX$750,701$12,216 ▼-1.6%4,4860.1%AerospaceAVGOBroadcom$728,664$8,247 ▼-1.1%2,2090.1%Computer and TechnologyBACBank of America$699,867$147,186 ▼-17.4%13,5660.1%FinancePSXPhillips 66$673,032$71,139 ▼-9.6%4,9480.1%EnergyPFEPfizer$659,323$6,217 ▼-0.9%25,8760.1%MedicalIWFiShares Russell 1000 Growth ETF$634,232$468 ▲0.1%1,3540.1%ETFABCBAmeris Bancorp$622,7540.0%8,4950.1%FinanceSYKStryker$616,409$8,505 ▼-1.4%1,6670.1%MedicalIWRiShares Russell Mid-Cap ETF$611,4510.0%6,3330.1%ETFIVViShares Core S&P 500 ETF$607,973$26,113 ▼-4.1%9080.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$605,571$596 ▲0.1%1,0160.1%ETFIWBiShares Russell 1000 ETF$598,098$1,462 ▲0.2%1,6360.1%ETFVZVerizon Communications$596,217$49,883 ▼-7.7%13,5660.1%Computer and TechnologyTSLATesla$587,030$722,670 ▼-55.2%1,3200.1%Auto/Tires/TrucksCOSTCostco Wholesale$577,9070.0%6240.1%Retail/WholesaleOZKBank OZK$556,702$8,565 ▼-1.5%10,9200.1%FinanceCLXClorox$552,505$616 ▲0.1%4,4810.1%Consumer StaplesFTNTFortinet$533,656$8,408 ▲1.6%6,3470.1%Computer and TechnologyVUGVanguard Growth ETF$524,9260.0%1,0940.1%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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