Allen Mooney & Barnes Investment Advisors LLC Top Holdings and 13F Report (2026) About Allen Mooney & Barnes Investment Advisors LLCInvestment ActivityAllen Mooney & Barnes Investment Advisors LLC has $657.55 million in total holdings as of June 30, 2026.Allen Mooney & Barnes Investment Advisors LLC owns shares of 152 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 11.93% of the portfolio was purchased this quarter.About 25.45% of the portfolio was sold this quarter.This quarter, Allen Mooney & Barnes Investment Advisors LLC has purchased 159 new stocks and bought additional shares in 34 stocks.Allen Mooney & Barnes Investment Advisors LLC sold shares of 97 stocks and completely divested from 18 stocks this quarter.Largest Holdings Apple $34,533,132Alphabet $22,244,282AbbVie $20,630,938UnitedHealth Group $20,560,714Cummins $19,997,986 Largest New Holdings this Quarter 464287523 - iShares Semiconductor ETF $17,524,365 Holding075887109 - Becton, Dickinson and Company $16,077,913 HoldingG1151C101 - Accenture $13,967,901 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS $11,684,940 Holding438516205 - HONEYWELL INTL INC COM $6,298,573 Holding Largest Purchases this Quarter iShares Semiconductor ETF 27,349 shares (about $17.52M)Becton, Dickinson and Company 106,244 shares (about $16.08M)Accenture 112,246 shares (about $13.97M)EXXONMOBIL HOLDINGS CORP COM SHS 85,466 shares (about $11.68M)HONEYWELL INTL INC COM 28,131 shares (about $6.30M) Largest Sales this Quarter Cisco Systems 190,286 shares (about $22.35M)Alphabet 36,424 shares (about $13.02M)International Business Machines 35,575 shares (about $10.00M)Applied Materials 13,620 shares (about $9.85M)EOG Resources 44,357 shares (about $5.75M) 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$34,533,132$4,091,555 â–¼-10.6%119,3435.3%Computer and TechnologyGOOGLAlphabet$22,244,282$13,016,929 â–¼-36.9%62,2443.4%Computer and TechnologyABBVAbbVie$20,630,938$1,525,692 â–¼-6.9%81,9863.1%MedicalUNHUnitedHealth Group$20,560,714$1,150,043 â–¼-5.3%49,4693.1%MedicalCMICummins$19,997,986$1,071,257 â–¼-5.1%28,0393.0%Auto/Tires/TrucksAEPAmerican Electric Power$19,553,658$1,417,074 â–¼-6.8%142,9263.0%UtilitiesJPMJPMorgan Chase & Co.$18,880,548$861,867 â–¼-4.4%57,6802.9%FinanceELVElevance Health$17,943,490$1,244,497 â–¼-6.5%46,3982.7%MedicalSOXXiShares Semiconductor ETF$17,524,365$17,524,365 â–²New Holding27,3492.7%ETFEPDEnterprise Products Partners$16,870,501$1,648,981 â–¼-8.9%458,9362.6%EnergyMSFTMicrosoft$16,852,423$746,792 â–¼-4.2%45,1782.6%Computer and TechnologyAMZNAmazon.com$16,785,810$905,692 â–¼-5.1%70,4282.6%Retail/WholesaleAXPAmerican Express$16,684,499$690,029 â–¼-4.0%49,3262.5%FinanceMRKMerck & Co., Inc.$16,284,572$430,476 â–¼-2.6%126,7282.5%MedicalSPYSPDR S&P 500 ETF Trust$16,262,642$11,948 â–²0.1%21,7772.5%FinanceBDXBecton, Dickinson and Company$16,077,913$16,077,913 â–²New Holding106,2442.4%MedicalACNAccenture$13,967,901$13,967,901 â–²New Holding112,2462.1%Computer and TechnologyWYWeyerhaeuser$13,787,246$477,220 â–¼-3.3%575,9082.1%ConstructionLOWLowe's Companies$13,628,615$961,771 â–¼-6.6%61,8112.1%Retail/WholesaleSCHWCharles Schwab$13,423,268$489,677 â–¼-3.5%145,4782.0%FinanceLHXL3Harris Technologies$13,303,082$710,776 â–¼-5.1%45,7802.0%AerospaceMOAltria Group$12,898,275$1,855,305 â–¼-12.6%179,2672.0%Consumer StaplesMETAMeta Platforms$12,616,509$703,546 â–¼-5.3%22,3981.9%Computer and TechnologyEXXONMOBIL HOLDINGS CORP COM SHS$11,684,940$11,684,940 â–²New Holding85,4661.8%StockCCitigroup$11,667,746$829,402 â–¼-6.6%83,3651.8%Financial ServicesADBEAdobe$11,577,479$322,291 â–¼-2.7%56,4701.8%Computer and TechnologyMDTMedtronic$10,172,718$916,543 â–¼-8.3%130,0361.5%MedicalPRUPrudential Financial$10,154,323$1,156,044 â–¼-10.2%94,0821.5%FinanceCGCarlyle Group$10,043,229$852,137 â–¼-7.8%238,5001.5%FinanceAMATApplied Materials$9,747,336$9,847,108 â–¼-50.3%13,4821.5%Computer and TechnologyEOGEOG Resources$8,614,284$5,754,402 â–¼-40.0%66,4021.3%EnergyINTUIntuit$8,149,238$64,728 â–¼-0.8%31,2231.2%Computer and TechnologyEFAiShares MSCI EAFE ETF$8,018,474$168,389 â–¼-2.1%77,1901.2%FinanceAFLAflac$7,137,033$714,055 â–¼-9.1%60,8701.1%FinancePEPPepsiCo$7,096,759$545,259 â–¼-7.1%52,4131.1%Consumer StaplesFLOFlowers Foods$6,874,060$486,174 â–¼-6.6%870,1341.0%Consumer StaplesHONEYWELL INTL INC COM$6,298,573$6,298,573 â–²New Holding28,1311.0%StockHONEYWELL AEROSPACE INC COM$6,203,770$6,203,770 â–²New Holding28,0680.9%StockVVisa$6,005,425$241,191 â–¼-3.9%17,5040.9%Business ServicesLLYEli Lilly and Company$5,775,416$872,010 â–¼-13.1%4,8150.9%MedicalVOOVanguard S&P 500 ETF$5,566,754$128,437 â–²2.4%8,1050.8%ETFVBVanguard Small-Cap ETF$5,126,399$225,220 â–¼-4.2%16,9120.8%ETFWALMART INC COM$5,108,864$168,872 â–¼-3.2%45,1070.8%StockTAT&T$4,624,738$967,354 â–¼-17.3%223,4170.7%Computer and TechnologyEFXEquifax$4,548,122$47,616 â–¼-1.0%28,6550.7%Business ServicesVOVanguard Mid-Cap ETF$4,317,191$3,203,228 â–²287.6%53,5830.7%ETFEEMiShares MSCI Emerging Markets ETF$4,133,4690.0%60,4220.6%FinanceCVXChevron$2,790,976$92,662 â–¼-3.2%16,8370.4%EnergyKOCocaCola$2,755,549$514,034 â–¼-15.7%33,9060.4%Consumer StaplesBRK.BBerkshire Hathaway$2,648,064$73,057 â–¼-2.7%5,2920.4%FinanceQQQInvesco QQQ$2,636,935$13,255 â–²0.5%3,5810.4%FinanceUSBU.S. Bancorp$2,493,207$117,660 â–¼-4.5%41,2780.4%FinanceGSThe Goldman Sachs Group$2,081,989$29,324 â–²1.4%2,0590.3%FinanceGILDGilead Sciences$1,984,634$104,228 â–¼-5.0%15,7090.3%MedicalADMArcher Daniels Midland$1,962,168$53,480 â–¼-2.7%25,6830.3%Consumer StaplesBMYBristol Myers Squibb$1,904,399$53,241 â–¼-2.7%33,0510.3%MedicalCSCOCisco Systems$1,903,633$22,350,510 â–¼-92.2%16,2070.3%Computer and TechnologySOSouthern$1,878,215$612,545 â–¼-24.6%19,6240.3%UtilitiesJNJJohnson & Johnson$1,854,217$164,317 â–¼-8.1%7,3010.3%MedicalDHRDanaher$1,651,948$143,043 â–¼-8.0%8,6730.3%MedicalIBMInternational Business Machines$1,588,167$10,003,371 â–¼-86.3%5,6480.2%Computer and TechnologyCAHCardinal Health$1,529,245$95,028 â–¼-5.9%6,4370.2%MedicalCATCaterpillar$1,424,031$743,436 â–¼-34.3%1,3370.2%IndustrialsMCDMcDonald's$1,300,108$2,703 â–²0.2%4,8100.2%Retail/WholesaleNVDANVIDIA$1,258,870$651,643 â–¼-34.1%6,2920.2%Computer and TechnologyPGProcter & Gamble$1,185,636$89,308 â–¼-7.0%8,0850.2%Consumer StaplesCOLONY BANKCORP INC COM$1,163,291$29,613 â–²2.6%57,9040.2%StockSWKStanley Black & Decker$1,049,097$494,429 â–¼-32.0%11,1460.2%IndustrialsTFCTruist Financial$943,259$502,244 â–¼-34.7%18,9330.1%FinanceGOOGAlphabet$935,984$252,281 â–¼-21.2%2,6490.1%Computer and TechnologyBNDXVanguard Total International Bond ETF$932,981$97 â–²0.0%19,2650.1%ETFPSXPhillips 66$862,826$17,919 â–¼-2.0%5,1040.1%EnergyRTXRTX$821,218$7,969 â–¼-1.0%4,3280.1%AerospaceFTNTFortinet$819,102$184,805 â–¼-18.4%5,3320.1%Computer and TechnologyICEIntercontinental Exchange$801,191$99,472 â–¼-11.0%6,5080.1%FinanceBACBank of America$795,922$37,152 â–¼-4.5%13,9680.1%FinanceGLDSPDR Gold Shares$794,227$11,051 â–²1.4%2,1560.1%FinanceNEENextEra Energy$772,326$192,665 â–¼-20.0%8,7990.1%UtilitiesCOFCapital One Financial$758,2130.0%3,7790.1%FinanceAVGOBroadcom$756,438$83,125 â–¼-9.9%2,0020.1%Computer and TechnologyPMPhilip Morris International$754,454$481,439 â–¼-39.0%4,1700.1%Consumer StaplesMDYSPDR S&P MidCap 400 ETF Trust$727,823$703 â–²0.1%1,0350.1%ETFIWBiShares Russell 1000 ETF$688,290$1,638 â–²0.2%1,6810.1%ETFBLACKROCK INC COM$687,087$20,180 â–¼-2.9%7150.1%StockIWRiShares Russell Mid-Cap ETF$624,474$28,571 â–¼-4.4%5,6610.1%ETFGPNGlobal Payments$612,142$377,328 â–¼-38.1%8,4360.1%Business ServicesIWFiShares Russell 1000 Growth ETF$600,698$450,710 â–²300.5%4,8380.1%ETFDUKDuke Energy$600,194$411,858 â–¼-40.7%4,7420.1%UtilitiesOZKBank OZK$568,8230.0%10,9200.1%FinanceVUGVanguard Growth ETF$568,191$460,514 â–²427.7%6,5960.1%ETFDEDeere & Company$560,785$664,822 â–¼-54.2%8840.1%IndustrialsMKLMarkel Group$550,749$29,295 â–¼-5.1%2820.1%Multi-Sector ConglomeratesPFEPfizer$542,838$81,511 â–¼-13.1%22,5430.1%MedicalUNPUnion Pacific$541,423$272 â–²0.1%1,9910.1%TransportationCOSTCostco Wholesale$533,9670.0%5710.1%Retail/WholesaleCLXClorox$521,573$105,555 â–²25.4%5,4650.1%Consumer StaplesVGTVanguard Information Technology ETF$509,633$445,929 â–²700.0%4,2640.1%ETFSYKStryker$508,376$630 â–²0.1%1,6150.1%MedicalINTCIntel$502,668$425,034 â–¼-45.8%3,6000.1%Computer and TechnologyLAM RESEARCH CORP COM NEW$499,4060.0%1,1520.1%StockShowing largest 100 holdings. 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