Allen Mooney & Barnes Investment Advisors LLC Top Holdings and 13F Report (2024) → 4 coins to be the “Next Bitcoin” (From True Market Insiders) (Ad) About Allen Mooney & Barnes Investment Advisors LLCInvestment ActivityAllen Mooney & Barnes Investment Advisors LLC has $520.97 million in total holdings as of March 31, 2024.Allen Mooney & Barnes Investment Advisors LLC owns shares of 160 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 1.86% of the portfolio was purchased this quarter.About 8.51% 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 69 stocks.Allen Mooney & Barnes Investment Advisors LLC sold shares of 67 stocks and completely divested from 4 stocks this quarter.Largest Holdings Alphabet $23,487,345Apple $22,402,832Amazon.com $18,992,893Exxon Mobil $18,669,683JPMorgan Chase & Co. $16,516,919 Largest New Holdings this Quarter VanEck Morningstar Wide Moat ETF $2,563,013 HoldingMain BuyWrite ETF $573,687 HoldingVanEck Morningstar SMID Moat ETF $559,283 HoldingMain Sector Rotation ETF $494,117 HoldingSPDR Portfolio Short Term Treasury ETF $239,556 Holding Largest Purchases this Quarter VanEck Morningstar Wide Moat ETF 29,443 shares (about $2.56M)Walmart 30,839 shares (about $1.85M)Main BuyWrite ETF 42,245 shares (about $573.69K)VanEck Morningstar SMID Moat ETF 17,015 shares (about $559.28K)iShares MSCI EAFE ETF 6,668 shares (about $523.50K) Largest Sales this Quarter Microsoft 42,016 shares (about $17.98M)Apple 49,724 shares (about $8.70M)Amazon.com 37,363 shares (about $7.06M)SPDR S&P 500 ETF Trust 3,351 shares (about $1.74M)Markel Group 1,172 shares (about $1.69M) 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 PortfolioSectorGOOGLAlphabet$23,487,345$376,195 ▼-1.6%147,3444.5%Computer and TechnologyAAPLApple$22,402,832$8,703,684 ▼-28.0%127,9874.3%Computer and TechnologyAMZNAmazon.com$18,992,893$7,063,329 ▼-27.1%100,4673.6%Retail/WholesaleXOMExxon Mobil$18,669,683$95,484 ▼-0.5%153,2933.6%Oils/EnergyJPMJPMorgan Chase & Co.$16,516,919$159,275 ▼-1.0%84,5163.2%FinanceAXPAmerican Express$15,738,259$24,438 ▼-0.2%72,1283.0%FinanceLOWLowe's Companies$14,939,567$93,706 ▼-0.6%63,4532.9%Retail/WholesaleABBVAbbVie$14,535,395$197,844 ▼-1.3%86,7672.8%MedicalLYBLyondellBasell Industries$13,772,551$28,403 ▲0.2%133,8302.6%Basic MaterialsAFLAflac$13,192,625$7,168 ▲0.1%165,6532.5%FinanceSCHWCharles Schwab$12,641,689$17,302 ▲0.1%179,0082.4%FinanceAEPAmerican Electric Power$12,205,995$52,234 ▲0.4%147,2192.3%UtilitiesCMICummins$12,048,321$86,012 ▼-0.7%39,7822.3%Auto/Tires/TrucksBLKBlackRock$12,029,236$27,509 ▲0.2%15,3052.3%FinanceSPYSPDR S&P 500 ETF Trust$11,102,496$1,735,850 ▼-13.5%21,4332.1%FinanceHONHoneywell International$11,073,126$17,915 ▲0.2%56,2462.1%Multi-Sector ConglomeratesPRUPrudential Financial$11,056,410$124,692 ▼-1.1%99,3102.1%Financial ServicesCOPConocoPhillips$10,549,906$30,040 ▼-0.3%79,3702.0%Oils/EnergyMETMetLife$10,522,920$17,532 ▼-0.2%148,2492.0%Financial ServicesEPDEnterprise Products Partners$10,370,571$19,753 ▲0.2%354,9162.0%Oils/EnergyUNHUnitedHealth Group$9,699,078$66,701 ▲0.7%21,9571.9%MedicalCSCOCisco Systems$9,542,486$545 ▼0.0%192,6631.8%Computer and TechnologyLHXL3Harris Technologies$9,425,589$12,549 ▲0.1%46,5701.8%AerospaceMDTMedtronic$9,349,258$285,295 ▲3.1%113,7791.8%MedicalCVSCVS Health$8,938,353$47,843 ▼-0.5%128,1631.7%Retail/WholesaleIBMInternational Business Machines$8,255,175$32,347 ▼-0.4%44,4061.6%Computer and TechnologyMOAltria Group$8,231,459$39,815 ▼-0.5%198,6781.6%Consumer StaplesPEPPepsiCo$7,601,188$78,962 ▲1.0%45,1481.5%Consumer StaplesEFXEquifax$7,177,715$17,445 ▼-0.2%28,8011.4%Business ServicesMSFTMicrosoft$6,236,028$17,979,342 ▼-74.2%14,5731.2%Computer and TechnologyDEODiageo$6,164,705$43,248 ▼-0.7%43,7611.2%Consumer StaplesDISWalt Disney$6,066,476$44,283 ▼-0.7%51,7841.2%Consumer DiscretionaryAMATApplied Materials$6,004,633$76,035 ▼-1.3%28,1931.2%Computer and TechnologyEFAiShares MSCI EAFE ETF$5,950,038$523,505 ▲9.6%75,7871.1%FinanceVVisa$5,365,102$7,719 ▼-0.1%19,4611.0%Business ServicesCCitigroup$5,248,876$71,758 ▼-1.3%86,4601.0%FinanceFLOFlowers Foods$5,066,412$211,408 ▼-4.0%221,7251.0%Consumer StaplesLLYEli Lilly and Company$4,230,891$363,841 ▼-7.9%5,5700.8%MedicalTAT&T$4,193,659$26,554 ▼-0.6%255,3700.8%Computer and TechnologyVBVanguard Small-Cap ETF$4,039,269$92,951 ▼-2.2%18,2950.8%ETFVOVanguard Mid-Cap ETF$3,081,712$1,706 ▲0.1%12,6460.6%ETFVOOVanguard S&P 500 ETF$3,057,402$45,704 ▲1.5%6,4220.6%ETFKOCoca-Cola$3,012,347$376,329 ▼-11.1%51,0130.6%Consumer StaplesMRKMerck & Co., Inc.$2,979,376$8,830 ▼-0.3%23,6180.6%MedicalCVXChevron$2,942,084$20,237 ▼-0.7%18,1730.6%Oils/EnergyBRK.BBerkshire Hathaway$2,775,009$846,198 ▼-23.4%6,8080.5%FinanceWMTWalmart$2,714,733$1,853,107 ▲215.1%45,1780.5%Retail/WholesaleMOATVanEck Morningstar Wide Moat ETF$2,563,013$2,563,013 ▲New Holding29,4430.5%ETFIWViShares Russell 3000 ETF$2,469,6140.0%8,3340.5%ETFEEMiShares MSCI Emerging Markets ETF$2,468,128$20,574 ▼-0.8%59,5020.5%FinanceSWKStanley Black & Decker$2,371,308$30,982 ▼-1.3%25,4110.5%Industrial ProductsSOSouthern$2,327,216$126,565 ▼-5.2%33,4470.4%UtilitiesDHRDanaher$2,267,918$976 ▼0.0%9,2950.4%Multi-Sector ConglomeratesSBUXStarbucks$1,869,871$3,865 ▲0.2%21,7680.4%Retail/WholesaleBMYBristol-Myers Squibb$1,777,243$61,350 ▼-3.3%36,1820.3%MedicalADMArcher-Daniels-Midland$1,725,057$2,628 ▲0.2%27,5700.3%Consumer StaplesPGProcter & Gamble$1,483,818$81,196 ▼-5.2%9,5210.3%Consumer StaplesVZVerizon Communications$1,465,511$124,937 ▼-7.9%36,4920.3%Computer and TechnologyVXUSVanguard Total International Stock Index Fund ETF Shares$1,465,005$434,966 ▲42.2%24,4860.3%ETFGILDGilead Sciences$1,417,785$26,499 ▼-1.8%20,6520.3%MedicalQQQInvesco QQQ$1,344,038$63,238 ▲4.9%3,0180.3%FinanceTFCTruist Financial$1,328,272$39,985 ▼-2.9%35,6110.3%FinanceMCDMcDonald's$1,316,399$3,492 ▲0.3%4,9010.3%Retail/WholesaleJNJJohnson & Johnson$1,252,777$67,102 ▼-5.1%8,4200.2%MedicalUSBU.S. Bancorp$1,205,857$16,642 ▼-1.4%28,7660.2%FinanceCATCaterpillar$1,038,708$1,116 ▲0.1%2,7920.2%Industrial ProductsICEIntercontinental Exchange$1,033,955$11,079 ▼-1.1%7,7460.2%FinanceTCBCTC Bancshares$1,033,334$8,094 ▲0.8%76,6000.2%FinanceHOLXHologic$990,839$6,145 ▼-0.6%12,7390.2%MedicalGPNGlobal Payments$978,550$3,114 ▲0.3%7,8570.2%Business ServicesGSThe Goldman Sachs Group$941,590$7,552 ▲0.8%2,3690.2%FinanceBNDXVanguard Total International Bond ETF$933,576$3,458 ▲0.4%19,1660.2%ETFPSXPhillips 66$932,270$20,180 ▼-2.1%5,6360.2%Oils/EnergyDUKDuke Energy$876,071$150,459 ▼-14.7%9,1940.2%UtilitiesPMLPIMCO Municipal Income Fund II$868,262$9,533 ▲1.1%103,7350.2%Financial ServicesWMWaste Management$868,024$57,045 ▼-6.2%4,2150.2%Business ServicesNEENextEra Energy$819,082$99,748 ▲13.9%12,8100.2%UtilitiesIWBiShares Russell 1000 ETF$786,151$1,425 ▲0.2%2,7590.2%ETFORCLOracle$750,221$370 ▲0.0%6,0870.1%Computer and TechnologyNVDANVIDIA$743,424$38,984 ▲5.5%8200.1%Computer and TechnologyCAHCardinal Health$733,3400.0%6,8910.1%MedicalPMPhilip Morris International$728,890$3,310 ▲0.5%8,1480.1%Consumer StaplesSPROTT PHYSICAL GOLD TR UNIT$728,364$369,932 ▼-33.7%39,5850.1%CEFBACBank of America$693,882$53,216 ▼-7.1%19,0890.1%FinanceCLXClorox$684,774$6,806 ▼-1.0%4,7290.1%Consumer StaplesVUGVanguard Growth ETF$658,412$67,157 ▲11.4%1,9020.1%ETFIVViShares Core S&P 500 ETF$655,986$62,475 ▲10.5%1,2600.1%ETFFIFiserv$619,5820.0%4,0340.1%Business ServicesINTCIntel$599,111$51,290 ▲9.4%15,9210.1%Computer and TechnologyVMIValmont Industries$583,975$27,967 ▲5.0%2,6310.1%Industrial ProductsMKLMarkel Group$583,315$1,692,191 ▼-74.4%4040.1%Multi-Sector ConglomeratesBUYWMain BuyWrite ETF$573,687$573,687 ▲New Holding42,2450.1%ETFPLTRPalantir Technologies$571,046$87,911 ▼-13.3%25,0020.1%Business ServicesSMOTVanEck Morningstar SMID Moat ETF$559,283$559,283 ▲New Holding17,0150.1%ETFUNPUnion Pacific$556,266$709 ▲0.1%2,3550.1%TransportationADBEAdobe$543,846$5,327 ▲1.0%1,1230.1%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$542,592$538 ▲0.1%1,0080.1%ETFBPBP$528,962$317 ▲0.1%13,3440.1%Oils/EnergyCOSTCostco Wholesale$521,022$5,130 ▲1.0%7110.1%Retail/WholesaleGPCGenuine Parts$512,909$438 ▲0.1%3,5100.1%Auto/Tires/TrucksShowing largest 100 holdings. 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