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 $672.53 million in total holdings as of September 30, 2026.Allen Mooney & Barnes Investment Advisors LLC owns shares of 158 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 5.41% of the portfolio was purchased this quarter.About 3.73% of the portfolio was sold this quarter.This quarter, Allen Mooney & Barnes Investment Advisors LLC has purchased 152 new stocks and bought additional shares in 70 stocks.Allen Mooney & Barnes Investment Advisors LLC sold shares of 62 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $39,186,881Microsoft $22,963,018Alphabet $21,569,137AbbVie $21,294,986Accenture $20,581,966 Largest New Holdings this Quarter 90353T100 - Uber Technologies $13,558,129 Holding46137V357 - Invesco S&P 500 Equal Weight ETF $1,032,019 Holding29250N105 - Enbridge $274,291 Holding82509L107 - SHOPIFY INC CL A SUB VTG SHS $266,199 Holding91913Y100 - Valero Energy $258,923 Holding Largest Purchases this Quarter Clorox 180,851 shares (about $14.65M)Uber Technologies 197,900 shares (about $13.56M)Invesco S&P 500 Equal Weight ETF 4,961 shares (about $1.03M)Cummins 877 shares (about $453.03K)L3Harris Technologies 1,695 shares (about $401.34K) Largest Sales this Quarter Flowers Foods 751,031 shares (about $4.17M)HONEYWELL AEROSPACE INC COM 25,916 shares (about $4.02M)Vanguard S&P 500 ETF 1,383 shares (about $969.28K)Apple 1,672 shares (about $556.81K)iShares MSCI EAFE ETF 4,047 shares (about $420.44K) 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$39,186,881$556,811 ▼-1.4%117,6715.8%TechnologyMSFTMicrosoft$22,963,018$208,750 ▼-0.9%44,7713.4%TechnologyGOOGLAlphabet$21,569,137$152,084 ▲0.7%62,6863.2%Communication ServicesABBVAbbVie$21,294,986$151,722 ▼-0.7%81,4063.2%HealthcareACNAccenture$20,581,966$550 ▼0.0%112,2433.1%TechnologyJPMJPMorgan Chase & Co.$19,174,549$92,301 ▲0.5%57,9592.9%FinanceBDXBecton, Dickinson and Company$18,852,914$164,679 ▼-0.9%105,3242.8%HealthcareUNHUnitedHealth Group$18,303,331$144,262 ▲0.8%49,8622.7%HealthcareMRKMerck & Co., Inc.$18,277,707$137,173 ▼-0.7%125,7842.7%HealthcareELVElevance Health$18,184,039$143,475 ▲0.8%46,7672.7%HealthcareAMZNAmazon.com$17,778,347$231,211 ▲1.3%71,3562.6%Consumer DiscretionaryAEPAmerican Electric Power$17,111,211$154,469 ▲0.9%144,2282.5%UtilitiesSPYSPDR S&P 500 ETF Trust$16,620,078$12,202 ▲0.1%21,7932.5%ETFMETAMeta Platforms$16,482,775$240,037 ▲1.5%22,7292.5%Communication ServicesEPDEnterprise Products Partners$16,445,919$103,198 ▲0.6%461,8342.4%EnergySOXXiShares Semiconductor ETF$15,783,825$232,006 ▲1.5%27,7572.3%ETFAXPAmerican Express$15,173,796$173,642 ▲1.2%49,8972.3%FinanceCLXClorox$15,093,458$14,650,738 ▲3,309.3%186,3162.2%Consumer StaplesCMICummins$14,937,222$453,034 ▲3.1%28,9162.2%IndustrialsSCHWCharles Schwab$14,158,377$60,599 ▼-0.4%144,8582.1%FinanceEXXONMOBIL HOLDINGS CORP COM SHS$13,919,982$10,416 ▲0.1%85,5302.1%StockADBEAdobe$13,886,288$336,876 ▲2.5%57,8742.1%TechnologyUBERUber Technologies$13,558,129$13,558,129 ▲New Holding197,9002.0%IndustrialsMOAltria Group$11,995,576$76,296 ▼-0.6%178,1341.8%Consumer StaplesLOWLowe's Companies$11,510,461$119,236 ▲1.0%62,4581.7%Consumer DiscretionaryMDTMedtronic$11,349,670$128,831 ▲1.1%131,5291.7%HealthcareLHXL3Harris Technologies$11,241,192$401,344 ▲3.7%47,4751.7%IndustrialsWYWeyerhaeuser$11,154,927$183,871 ▲1.7%585,5601.7%Real EstateCCitigroup$10,904,556$110,447 ▲1.0%84,2181.6%FinancePRUPrudential Financial$10,553,141$132,661 ▼-1.2%92,9141.6%FinanceEOGEOG Resources$9,348,609$201,128 ▲2.2%67,8621.4%EnergyINTUIntuit$8,999,275$390,685 ▲4.5%32,6401.3%TechnologyEFAiShares MSCI EAFE ETF$7,598,803$420,442 ▼-5.2%73,1431.1%ETFAMATApplied Materials$7,030,723$136,534 ▲2.0%13,7491.0%TechnologyAFLAflac$6,806,435$2,347 ▲0.0%60,8911.0%FinancePEPPepsiCo$6,726,390$84,649 ▲1.3%53,0811.0%Consumer StaplesHONEYWELL INTL INC COM$6,237,296$303,332 ▲5.1%29,5690.9%StockVVisa$6,134,470$155,230 ▼-2.5%17,0720.9%FinanceLLYEli Lilly and Company$5,473,197$98,356 ▼-1.8%4,7300.8%HealthcareTAT&T$5,472,919$21,545 ▲0.4%224,3000.8%Communication ServicesWALMART INC COM$4,720,147$32,631 ▲0.7%45,4210.7%StockVOOVanguard S&P 500 ETF$4,711,156$969,284 ▼-17.1%6,7220.7%ETFVBVanguard Small-Cap ETF$4,582,835$228,445 ▼-4.7%16,1090.7%ETFVOVanguard Mid-Cap ETF$4,121,091$80,850 ▼-1.9%52,5520.6%ETFEFXEquifax$3,932,6120.0%28,6550.6%IndustrialsEEMiShares MSCI Emerging Markets ETF$3,765,353$270,232 ▼-6.7%56,3760.6%ETFCVXChevron$3,377,283$61,060 ▼-1.8%16,5380.5%EnergyKOCoca-Cola$2,953,367$34,776 ▲1.2%34,3100.4%Consumer StaplesQQQInvesco QQQ$2,609,402$39,951 ▼-1.5%3,5270.4%ETFUSBU.S. Bancorp$2,480,279$96,055 ▲4.0%42,9410.4%FinanceBRK.BBerkshire Hathaway$2,339,071$188,673 ▼-7.5%4,8970.3%FinanceGILDGilead Sciences$2,299,560$41,883 ▼-1.8%15,4280.3%HealthcareBMYBristol Myers Squibb$2,195,493$133,100 ▲6.5%35,1840.3%HealthcareADMArcher Daniels Midland$2,111,004$72,314 ▲3.5%26,5940.3%Consumer StaplesDHRDanaher$1,959,374$37,885 ▲2.0%8,8440.3%HealthcareJNJJohnson & Johnson$1,950,907$18,003 ▲0.9%7,3690.3%HealthcareGSThe Goldman Sachs Group$1,867,129$13,504 ▲0.7%2,0740.3%FinanceCSCOCisco Systems$1,594,938$149,388 ▼-8.6%14,8190.2%TechnologyNVDANVIDIA$1,409,446$27,636 ▼-1.9%6,1710.2%TechnologySOSouthern$1,371,346$255,304 ▼-15.7%16,5440.2%UtilitiesCAHCardinal Health$1,243,287$188,896 ▼-13.2%5,5880.2%HealthcareCOLONY BANKCORP INC COM$1,166,1870.0%57,9040.2%StockPSXPhillips 66$1,153,066$150,133 ▼-11.5%4,5160.2%EnergyPGProcter & Gamble$1,144,215$30,363 ▼-2.6%7,8760.2%Consumer StaplesIBMInternational Business Machines$1,116,492$125,570 ▼-10.1%5,0770.2%TechnologyMCDMcDonald's$1,113,293$2,540 ▲0.2%4,8210.2%Consumer DiscretionaryCATCaterpillar$1,064,571$19,459 ▼-1.8%1,3130.2%IndustrialsRSPInvesco S&P 500 Equal Weight ETF$1,032,019$1,032,019 ▲New Holding4,9610.2%ETFFTNTFortinet$953,1480.0%5,3320.1%TechnologyICEIntercontinental Exchange$904,086$85,285 ▼-8.6%5,9470.1%FinanceBNDXVanguard Total International Bond ETF$902,987$47 ▲0.0%19,2660.1%ETFGOOGAlphabet$894,212$8,520 ▼-0.9%2,6240.1%Communication ServicesSWKStanley Black & Decker$891,407$96,033 ▼-9.7%10,0620.1%Consumer DiscretionaryTFCTruist Financial$874,525$2,084 ▼-0.2%18,8880.1%FinanceGLDSPDR Gold Shares$824,899$3,808 ▲0.5%2,1660.1%ETFRTXRTX$800,330$3,156 ▼-0.4%4,3110.1%IndustrialsPMPhilip Morris International$797,713$1,908 ▲0.2%4,1800.1%Consumer StaplesBACBank of America$764,771$4,518 ▲0.6%14,0510.1%FinanceBLACKROCK INC COM$753,428$3,175 ▼-0.4%7120.1%StockCOFCapital One Financial$729,717$193 ▲0.0%3,7800.1%FinanceAVGOBroadcom$703,834$702 ▲0.1%2,0040.1%TechnologyIWBiShares Russell 1000 ETF$701,123$1,664 ▲0.2%1,6850.1%ETFGPNGlobal Payments$688,9680.0%8,4360.1%FinanceMDYSPDR S&P MidCap 400 ETF Trust$680,315$657 ▲0.1%1,0360.1%ETFNEENextEra Energy$674,647$8,180 ▲1.2%8,9070.1%UtilitiesFLOFlowers Foods$661,023$4,168,231 ▼-86.3%119,1030.1%Consumer StaplesPFEPfizer$636,235$6,702 ▼-1.0%22,3080.1%HealthcareIWFiShares Russell 1000 Growth ETF$593,970$12,025 ▼-2.0%4,7420.1%ETFVUGVanguard Growth ETF$579,704$14,689 ▼-2.5%6,4330.1%ETFUNPUnion Pacific$542,295$544 ▲0.1%1,9930.1%IndustrialsMETMetLife$540,802$565 ▲0.1%5,7430.1%FinanceCOPConocoPhillips$540,153$751 ▲0.1%4,3160.1%EnergyDUKDuke Energy$537,756$2,850 ▼-0.5%4,7170.1%UtilitiesVGTVanguard Information Technology ETF$535,8570.0%4,2640.1%ETFIWRiShares Russell Mid-Cap ETF$523,508$80,564 ▼-13.3%4,9060.1%ETFCOSTCostco Wholesale$519,8570.0%5710.1%Consumer StaplesPFFiShares Preferred and Income Securities ETF$503,938$30,915 ▲6.5%17,0830.1%ETFDEDeere & Company$497,842$96,075 ▼-16.2%7410.1%IndustrialsBPBP$494,388$22,610 ▼-4.4%11,2390.1%EnergyMKLMarkel Group$482,9110.0%2820.1%FinanceShowing largest 100 holdings. 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