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Allen Mooney & Barnes Investment Advisors LLC Top Holdings and 13F Report (2025)

About Allen Mooney & Barnes Investment Advisors LLC

Investment Activity

  • Allen 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
$28,502,647
Apple
$28,298,586
Alphabet
$24,998,213
Microsoft
$23,503,665

Largest New Holdings this Quarter

26875P101 - EOG Resources
$7,401,116 Holding
14040H105 - Capital One Financial
$792,957 Holding
75970E107 - Renasant
$363,009 Holding
921909768 - Vanguard Total International Stock ETF
$208,033 Holding
64110L106 - 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 Time

Map of 500 Largest Holdings ofAllen Mooney & Barnes Investment Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Meta Platforms, Inc. stock logo
META
Meta Platforms
$28,502,647$13,421,346 89.0%38,6174.7%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$28,298,586$348,172 1.2%137,9284.6%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$24,998,213$68,730 0.3%141,8504.1%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$23,503,665$230,799 1.0%47,2523.9%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$23,033,812$211,923 0.9%79,4523.8%Finance
American Express Company stock logo
AXP
American Express
$21,239,770$147,687 -0.7%66,5873.5%Finance
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$17,605,767$225,194 1.3%163,3192.9%Energy
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$16,601,065$140,510 -0.8%181,9492.7%Finance
Carlyle Group Inc. stock logo
CG
Carlyle Group
$16,161,897$414,952 2.6%314,4342.7%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$15,869,084$168,915 1.1%85,4922.6%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$15,800,029$282,355 1.8%72,0182.6%Retail/Wholesale
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$15,448,673$66,302 0.4%148,8892.5%Utilities
LyondellBasell Industries N.V. stock logo
LYB
LyondellBasell Industries
$14,456,440$5,909,822 69.1%249,8522.4%Basic Materials
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$14,401,574$230,079 1.6%64,9102.4%Retail/Wholesale
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$13,938,309$75,069 0.5%200,8982.3%Computer and Technology
Honeywell International Inc. stock logo
HON
Honeywell International
$13,764,076$65,439 0.5%59,1042.3%Multi-Sector Conglomerates
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$13,336,195$678,394 5.4%21,5852.2%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$12,810,047$5,662,539 79.2%41,0622.1%Medical
Cummins Inc. stock logo
CMI
Cummins
$12,581,540$205,997 1.7%38,4172.1%Auto/Tires/Trucks
Centene Corporation stock logo
CNC
Centene
$12,167,893$99,441 0.8%224,1692.0%Medical
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$11,919,112$72,492 0.6%47,5172.0%Aerospace
International Business Machines Corporation stock logo
IBM
International Business Machines
$11,913,218$22,108 -0.2%40,4142.0%Computer and Technology
Kenvue Inc. stock logo
KVUE
Kenvue
$11,881,036$66,097 0.6%567,6562.0%Consumer Staples
Medtronic PLC stock logo
MDT
Medtronic
$11,838,710$131,103 1.1%135,8121.9%Medical
Altria Group, Inc. stock logo
MO
Altria Group
$11,097,129$64,024 -0.6%189,2741.8%Consumer Staples
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$10,621,194$4,083 0.0%98,8571.7%Finance
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$10,593,957$112,225 -1.0%341,6301.7%Energy
Equifax, Inc. stock logo
EFX
Equifax
$7,445,2160.0%28,7051.2%Business Services
EOG Resources, Inc. stock logo
EOG
EOG Resources
$7,401,116$7,401,116 New Holding61,8771.2%Energy
Citigroup Inc. stock logo
C
Citigroup
$7,240,352$25,961 0.4%85,0611.2%Financial Services
Aflac Incorporated stock logo
AFL
Aflac
$6,955,704$43,766 0.6%65,9561.1%Finance
AT&T Inc. stock logo
T
AT&T
$6,935,868$7,206 0.1%239,6641.1%Computer and Technology
Visa Inc. stock logo
V
Visa
$6,678,878$1,420 0.0%18,8111.1%Business Services
PepsiCo, Inc. stock logo
PEP
PepsiCo
$6,622,097$244,671 3.8%50,1521.1%Consumer Staples
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$6,428,151$4,380 0.1%71,9111.1%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$6,280,932$11,657 -0.2%50,6491.0%Consumer Discretionary
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$5,257,486$2,014 0.0%28,7180.9%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$4,529,446$11,342 0.3%46,3230.7%Retail/Wholesale
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,186,897$219,257 -5.0%7,3710.7%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$4,114,028$45,209 -1.1%5,2780.7%Medical
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$4,006,413$142,426 -3.4%16,9060.7%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$3,684,3840.0%13,1670.6%ETF
Flowers Foods, Inc. stock logo
FLO
Flowers Foods
$3,098,962$11,745 -0.4%193,9280.5%Consumer Staples
CocaCola Company (The) stock logo
KO
CocaCola
$2,946,460$31,767 1.1%41,6460.5%Consumer Staples
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$2,837,8100.0%58,8270.5%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,683,879$18,945 0.7%5,5250.4%Finance
Chevron Corporation stock logo
CVX
Chevron
$2,561,323$225,805 -8.1%17,8880.4%Energy
Southern Company (The) stock logo
SO
Southern
$2,354,251$826 0.0%25,6370.4%Utilities
Adobe Inc. stock logo
ADBE
Adobe
$2,132,483$1,768,042 485.1%5,5120.4%Computer and Technology
U.S. Bancorp stock logo
USB
U.S. Bancorp
$1,948,198$3,711 0.2%43,0540.3%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,921,694$77,973 4.2%24,2760.3%Medical
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,907,556$22,065 -1.1%3,4580.3%Finance
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$1,843,292$443 0.0%16,6260.3%Medical
Danaher Corporation stock logo
DHR
Danaher
$1,752,493$395 0.0%8,8720.3%Medical
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,743,799$24,770 1.4%2,4640.3%Finance
PALANTIR TECHNOLOGIES INC CL A
$1,725,675$184,986 -9.7%12,6590.3%Stock
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,719,374$72,990 -4.1%10,8830.3%Computer and Technology
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$1,563,323$26,524 1.7%33,7720.3%Medical
Truist Financial Corporation stock logo
TFC
Truist Financial
$1,404,444$148,918 11.9%32,6690.2%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$1,380,198$2,630 0.2%4,7240.2%Retail/Wholesale
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,380,043$58,152 -4.0%8,6620.2%Consumer Staples
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$1,338,960$7,522 0.6%7,2980.2%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,292,624$1,069 -0.1%8,4620.2%Medical
Philip Morris International Inc. stock logo
PM
Philip Morris International
$1,239,388$2,186 0.2%6,8050.2%Consumer Staples
Archer Daniels Midland Company stock logo
ADM
Archer Daniels Midland
$1,221,342$2,006 0.2%23,1400.2%Consumer Staples
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$1,110,480$24,192 -2.1%6,6100.2%Medical
Stanley Black & Decker, Inc. stock logo
SWK
Stanley Black & Decker
$1,082,636$601,209 -35.7%15,9800.2%Industrials
Deere & Company stock logo
DE
Deere & Company
$963,105$16,509,572 -94.5%1,8940.2%Industrials
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$945,4970.0%19,0970.2%ETF
Duke Energy Corporation stock logo
DUK
Duke Energy
$940,556$6,726 -0.7%7,9710.2%Utilities
Tesla, Inc. stock logo
TSLA
Tesla
$935,509$93,392 11.1%2,9450.2%Auto/Tires/Trucks
Oracle Corporation stock logo
ORCL
Oracle
$910,363$185,614 -16.9%4,1640.1%Computer and Technology
Valmont Industries, Inc. stock logo
VMI
Valmont Industries
$889,830$38,859 -4.2%2,7250.1%Industrials
BLACKROCK INC COM
$835,763$15,550,225 -94.9%7970.1%Stock
Caterpillar Inc. stock logo
CAT
Caterpillar
$824,257$14,365 -1.7%2,1230.1%Industrials
PIMCO Municipal Income Fund II stock logo
PML
PIMCO Municipal Income Fund II
$823,269$17,090 2.1%110,5060.1%Financial Services
Capital One Financial Corporation stock logo
COF
Capital One Financial
$792,957$792,957 New Holding3,7270.1%Finance
Bank of America Corporation stock logo
BAC
Bank of America
$776,944$34,402 4.6%16,4190.1%Finance
Hologic, Inc. stock logo
HOLX
Hologic
$765,891$33,232 -4.2%11,7540.1%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$746,060$278 0.0%10,7470.1%Utilities
Fiserv, Inc. stock logo
FI
Fiserv
$674,2960.0%3,9110.1%Business Services
Stryker Corporation stock logo
SYK
Stryker
$668,793$9,893 -1.5%1,6900.1%Medical
RTX Corporation stock logo
RTX
RTX
$665,717$18,253 2.8%4,5590.1%Aerospace
Fortinet, Inc. stock logo
FTNT
Fortinet
$660,4330.0%6,2470.1%Computer and Technology
Global Payments Inc. stock logo
GPN
Global Payments
$659,601$8,884 1.4%8,2410.1%Business Services
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$658,1280.0%2,1590.1%Finance
Phillips 66 stock logo
PSX
Phillips 66
$652,713$597 0.1%5,4710.1%Energy
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$636,105$680,197 -51.7%14,7010.1%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$633,140$3,030 -0.5%26,1200.1%Medical
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$617,841$9,901 -1.6%6240.1%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$615,832$38,317 -5.9%2,2340.1%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$611,836$37,963 6.6%3,4490.1%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$588,302$5,591 -0.9%9470.1%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$582,4460.0%6,3330.1%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$574,773$566 0.1%1,0150.1%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$574,371$425 0.1%1,3530.1%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$558,834$458 0.1%2,4420.1%Business Services
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$554,235$1,358 0.2%1,6320.1%ETF
Ameris Bancorp stock logo
ABCB
Ameris Bancorp
$549,6140.0%8,4950.1%Finance
ConocoPhillips stock logo
COP
ConocoPhillips
$538,614$6,583,439 -92.4%6,0020.1%Energy

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