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 $695.30 million in total holdings as of March 31, 2026.Allen Mooney & Barnes Investment Advisors LLC owns shares of 159 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 8.17% of the portfolio was purchased this quarter.About 3.50% of the portfolio was sold this quarter.This quarter, Allen Mooney & Barnes Investment Advisors LLC has purchased 162 new stocks and bought additional shares in 89 stocks.Allen Mooney & Barnes Investment Advisors LLC sold shares of 48 stocks and completely divested from 8 stocks this quarter.Largest Holdings Apple $33,876,657Alphabet $28,372,933ExxonMobil $21,855,498American Electric Power $20,092,421AbbVie $19,149,829 Largest New Holdings this Quarter 461202103 - Intuit $13,607,431 Holding464287226 - iShares Core U.S. Aggregate Bond ETF $248,178 Holding512807306 - LAM RESEARCH CORP COM NEW $246,200 Holding780259305 - Shell $242,548 Holding023608102 - Ameren $203,242 Holding Largest Purchases this Quarter Weyerhaeuser 579,572 shares (about $14.16M)Intuit 31,471 shares (about $13.61M)Merck & Co., Inc. 105,120 shares (about $12.64M)Adobe 19,639 shares (about $4.77M)FISERV INC COM 41,309 shares (about $2.31M) Largest Sales this Quarter DOW 191,950 shares (about $7.99M)ExxonMobil 39,029 shares (about $6.62M)Cummins 9,589 shares (about $5.16M)Enterprise Products Partners 12,692 shares (about $480.27K)PIMCO Municipal Income Fund II 56,258 shares (about $425.87K) 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$33,876,657$383,984 ▲1.1%133,4834.9%Computer and TechnologyGOOGLAlphabet$28,372,933$106,397 ▲0.4%98,6684.1%Computer and TechnologyXOMExxonMobil$21,855,498$6,621,680 ▼-23.3%128,8193.1%EnergyAEPAmerican Electric Power$20,092,421$50,728 ▲0.3%153,2842.9%UtilitiesABBVAbbVie$19,149,829$207,269 ▲1.1%88,0492.8%MedicalEPDEnterprise Products Partners$19,063,562$480,265 ▼-2.5%503,7942.7%EnergyDOWDOW$18,479,552$7,994,713 ▼-30.2%443,6872.7%Basic MaterialsJPMJPMorgan Chase & Co.$17,741,530$216,794 ▲1.2%60,3132.6%FinanceMSFTMicrosoft$17,464,707$203,965 ▲1.2%47,1802.5%Computer and TechnologyLHXL3Harris Technologies$16,645,061$104,580 ▼-0.6%48,2262.4%AerospaceCSCOCisco Systems$16,021,787$344,655 ▲2.2%206,4932.3%Computer and TechnologyEOGEOG Resources$16,012,422$902,406 ▲6.0%110,7592.3%EnergyCMICummins$15,893,541$5,159,039 ▼-24.5%29,5412.3%Auto/Tires/TrucksMRKMerck & Co., Inc.$15,647,103$12,644,901 ▲421.2%130,0782.3%MedicalLOWLowe's Companies$15,635,286$113,886 ▲0.7%66,1732.2%Retail/WholesaleAXPAmerican Express$15,537,274$288,568 ▲1.9%51,3662.2%FinanceAMZNAmazon.com$15,459,466$351,143 ▲2.3%74,2282.2%Retail/WholesaleWYWeyerhaeuser$14,556,409$14,158,933 ▲3,562.2%595,8422.1%ConstructionELVElevance Health$14,525,147$402,240 ▲2.8%49,6162.1%MedicalSCHWCharles Schwab$14,170,793$251,961 ▲1.8%150,7852.0%FinanceSPYSPDR S&P 500 ETF Trust$14,152,048$239,325 ▲1.7%21,7612.0%FinanceUNHUnitedHealth Group$14,134,606$610,995 ▲4.5%52,2362.0%MedicalADBEAdobe$14,108,849$4,773,848 ▲51.1%58,0422.0%Computer and TechnologyHONHoneywell International$13,785,238$61,932 ▲0.5%60,9892.0%Multi-Sector ConglomeratesINTUIntuit$13,607,431$13,607,431 ▲New Holding31,4712.0%Computer and TechnologyMOAltria Group$13,531,442$162,797 ▲1.2%205,0531.9%Consumer StaplesMETAMeta Platforms$13,528,913$290,065 ▲2.2%23,6471.9%Computer and TechnologyCGCarlyle Group$12,520,237$310,809 ▲2.5%258,7361.8%FinanceMDTMedtronic$12,282,839$235,775 ▲2.0%141,7521.8%MedicalPRUPrudential Financial$10,237,195$300,787 ▲3.0%104,7931.5%FinanceCCitigroup$10,126,523$225,460 ▲2.3%89,2911.5%Financial ServicesIBMInternational Business Machines$9,992,065$21,573 ▼-0.2%41,2231.4%Computer and TechnologyAMATApplied Materials$9,263,249$372,553 ▼-3.9%27,1021.3%Computer and TechnologyPEPPepsiCo$8,764,492$346,604 ▲4.1%56,4401.3%Consumer StaplesTAT&T$7,831,626$280,507 ▲3.7%270,1491.1%Computer and TechnologyEFAiShares MSCI EAFE ETF$7,654,920$60,706 ▼-0.8%78,8111.1%FinanceFLOFlowers Foods$7,593,151$67,523 ▲0.9%931,6751.1%Consumer StaplesAFLAflac$7,346,130$40,592 ▲0.6%66,9601.1%FinanceFISERV INC COM$6,193,856$2,305,042 ▲59.3%111,0010.9%StockWALMART INC COM$5,791,239$25,353 ▲0.4%46,5980.8%StockVVisa$5,502,956$2,418 ▲0.0%18,2070.8%Business ServicesEFXEquifax$5,213,9270.0%28,9550.7%Business ServicesLLYEli Lilly and Company$5,097,469$195,915 ▼-3.7%5,5420.7%MedicalVOOVanguard S&P 500 ETF$4,731,520$22,110 ▲0.5%7,9180.7%ETFVBVanguard Small-Cap ETF$4,624,271$19,906 ▲0.4%17,6550.7%ETFVOVanguard Mid-Cap ETF$3,970,560$34,175 ▲0.9%13,8260.6%ETFCVXChevron$3,599,200$48,621 ▼-1.3%17,3960.5%EnergyEEMiShares MSCI Emerging Markets ETF$3,431,365$171,222 ▼-4.8%60,4220.5%FinanceKOCocaCola$3,059,543$33,005 ▼-1.1%40,2310.4%Consumer StaplesBRK.BBerkshire Hathaway$2,605,890$28,752 ▲1.1%5,4380.4%FinanceSOSouthern$2,511,833$27,412 ▲1.1%26,0240.4%UtilitiesGILDGilead Sciences$2,304,313$418 ▲0.0%16,5340.3%MedicalUSBU.S. Bancorp$2,248,209$7,750 ▲0.3%43,2260.3%FinanceBMYBristol Myers Squibb$2,060,595$15,223 ▼-0.7%33,9750.3%MedicalQQQInvesco QQQ$2,056,403$73,299 ▲3.7%3,5630.3%FinanceJNJJohnson & Johnson$1,942,740$3,911 ▼-0.2%7,9480.3%MedicalADMArcher Daniels Midland$1,917,761$2,690 ▼-0.1%26,3830.3%Consumer StaplesDHRDanaher$1,786,729$1,706 ▲0.1%9,4240.3%MedicalGSThe Goldman Sachs Group$1,717,146$41,448 ▲2.5%2,0300.2%FinanceNVDANVIDIA$1,665,298$53,888 ▲3.3%9,5490.2%Computer and TechnologyMCDMcDonald's$1,491,834$49,417 ▼-3.2%4,8000.2%Retail/WholesaleCAHCardinal Health$1,444,726$26,414 ▲1.9%6,8370.2%MedicalCATCaterpillar$1,441,828$12,045 ▼-0.8%2,0350.2%IndustrialsTFCTruist Financial$1,333,762$26,295 ▼-1.9%29,0140.2%FinancePGProcter & Gamble$1,255,750$5,489 ▼-0.4%8,6940.2%Consumer StaplesVMIValmont Industries$1,167,825$80,705 ▲7.4%2,9230.2%IndustrialsPALANTIR TECHNOLOGIES INC CL A$1,167,607$152,716 ▲15.0%7,9820.2%StockSWKStanley Black & Decker$1,165,317$25,013 ▲2.2%16,3990.2%IndustrialsICEIntercontinental Exchange$1,150,675$4,718 ▲0.4%7,3160.2%FinancePMPhilip Morris International$1,129,496$1,984 ▲0.2%6,8310.2%Consumer StaplesCOLONY BANKCORP INC COM$1,126,916$80 ▲0.0%56,4300.2%StockDEDeere & Company$1,088,030$17,458 ▲1.6%1,9320.2%IndustrialsDUKDuke Energy$1,047,042$2,095 ▲0.2%7,9960.2%UtilitiesNEENextEra Energy$1,021,099$75,788 ▲8.0%10,9940.1%UtilitiesGOOGAlphabet$964,653$20,366 ▲2.2%3,3630.1%Computer and TechnologyPSXPhillips 66$949,184$729 ▲0.1%5,2100.1%EnergyBNDXVanguard Total International Bond ETF$925,604$8,073 ▲0.9%19,2630.1%ETFGPNGlobal Payments$917,694$125,581 ▲15.9%13,6360.1%Business ServicesGLDSPDR Gold Shares$914,797$3,873 ▼-0.4%2,1260.1%FinanceHOLXHologic$884,403$1,663 ▲0.2%11,7000.1%MedicalRTXRTX$843,040$23,150 ▼-2.7%4,3700.1%AerospacePMLPIMCO Municipal Income Fund II$788,973$425,872 ▼-35.1%104,2240.1%Financial ServicesPFEPfizer$728,063$3,229 ▲0.4%25,9280.1%MedicalBACBank of America$712,730$6,630 ▼-0.9%14,6200.1%FinanceBLACKROCK INC COM$707,993$7,696 ▼-1.1%7360.1%StockVZVerizon Communications$690,665$63,103 ▲10.1%13,7580.1%Computer and TechnologyCOFCapital One Financial$689,426$9,487 ▲1.4%3,7790.1%FinanceAVGOBroadcom$687,803$17,025 ▲2.5%2,2220.1%Computer and TechnologyABCBAmeris Bancorp$653,6970.0%8,3820.1%FinanceCOPConocoPhillips$648,893$1,056 ▲0.2%4,9160.1%EnergyMPCMarathon Petroleum$639,967$1,221 ▲0.2%2,6210.1%EnergyMDYSPDR S&P MidCap 400 ETF Trust$637,574$10,482 ▲1.7%1,0340.1%ETFORCLOracle$628,4650.0%4,2720.1%Computer and TechnologyIWBiShares Russell 1000 ETF$598,075$12,839 ▲2.2%1,6770.1%ETFIVViShares Core S&P 500 ETF$595,4640.0%9120.1%ETFBPBP$588,727$6,815 ▼-1.1%12,5260.1%EnergyIWRiShares Russell Mid-Cap ETF$575,630$28,004 ▼-4.6%5,9200.1%ETFCOSTCostco Wholesale$568,5330.0%5710.1%Retail/WholesaleMKLMarkel Group$568,4790.0%2970.1%Multi-Sector ConglomeratesVUGVanguard Growth ETF$545,794$51,960 ▲10.5%1,2500.1%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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