Allen Mooney & Barnes Investment Advisors LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 12, 2024), Allen Mooney & Barnes Investment Advisors LLC reported 160 stock positions worth $521.0 million. Its top holding was Alphabet Class A (GOOGL) at 4.5% of the portfolio, followed by Apple (AAPL, 4.3%) and Amazon.com (AMZN, 3.6%). Compared with Q4 2023, it opened 10 new positions, sold out of 4, added to 69 and reduced 67. The biggest buy was a new position in Vaneck Morningstar Wide Moat (MOAT) and the biggest sale Microsoft (MSFT, shares −74%).
- Most Recent 13F
- Q2 2026
- Location
- THOMASVILLE, GA
- CIK
- 0002001461
- Portfolio Value
- $521.0M (Q1 2024)
- SEC Filing
- 0001213900-24-032569 ↗ filed Apr 12, 2024
Holdings Value
Holdings 160 stocks · $521.0M
| GOOGL Alphabet Inc. Class A | 4.51% | 147,344 | $23.5M | Reduce -1.6% |
| AAPL Apple Inc. | 4.30% | 127,987 | $22.4M | Reduce -28.0% |
| AMZN Amazon.com Inc. | 3.65% | 100,467 | $19.0M | Reduce -27.1% |
| XOM Exxon Mobil Corp. | 3.58% | 153,293 | $18.7M | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 3.17% | 84,516 | $16.5M | Reduce -1.0% |
| AXP American Express Co. | 3.02% | 72,128 | $15.7M | Reduce -0.2% |
| LOW Lowe's Cos Inc. | 2.87% | 63,453 | $14.9M | Reduce -0.6% |
| ABBV Abbvie Inc. | 2.79% | 86,767 | $14.5M | Reduce -1.3% |
| LYB Lyondellbasell Indu Class A | 2.64% | 133,830 | $13.8M | Add +0.2% |
| AFL Aflac Inc. | 2.53% | 165,653 | $13.2M | Add +0.1% |
| SCHW Schwab (charles) Corp. | 2.43% | 179,008 | $12.6M | Add +0.1% |
| AEP American Electric Power | 2.34% | 147,219 | $12.2M | Add +0.4% |
| CMI Cummins Inc. | 2.31% | 39,782 | $12.0M | Reduce -0.7% |
| BLK BlackRock Finance Inc. | 2.31% | 15,305 | $12.0M | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.13% | 21,433 | $11.1M | Reduce -13.5% |
| HON Honeywell International Inc. | 2.13% | 56,246 | $11.1M | Add +0.2% |
| PRU Prudential Financial Inc. | 2.12% | 99,310 | $11.1M | Reduce -1.1% |
| COP Conocophillips | 2.02% | 79,370 | $10.5M | Reduce -0.3% |
| MET Metlife Inc. | 2.02% | 148,249 | $10.5M | Reduce -0.2% |
| EPD Enterprise Products Partners | 1.99% | 354,916 | $10.4M | Add +0.2% |
| UNH Unitedhealth Group Inc. | 1.86% | 21,957 | $9.7M | Add +0.7% |
| CSCO Cisco Systems Inc. | 1.83% | 192,663 | $9.5M | Reduce -0.0% |
| LHX L3HARRIS Technologies Inc. | 1.81% | 46,570 | $9.4M | Add +0.1% |
| MDT Medtronic PLC | 1.79% | 113,779 | $9.3M | Add +3.1% |
| CVS CVS Health Corp. | 1.72% | 128,163 | $8.9M | Reduce -0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.58% | 44,406 | $8.3M | Reduce -0.4% |
| MO Altria Group Inc. | 1.58% | 198,678 | $8.2M | Reduce -0.5% |
| PEP Pepsico Inc. | 1.46% | 45,148 | $7.6M | Add +1.1% |
| EFX Equifax Inc. | 1.38% | 28,801 | $7.2M | Reduce -0.2% |
| MSFT Microsoft Corp. | 1.20% | 14,573 | $6.2M | Reduce -74.3% |
| DEO Diageo PLC-Sponsored ADR | 1.18% | 43,761 | $6.2M | Reduce -0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.16% | 51,784 | $6.1M | Reduce -0.7% |
| AMAT Applied Materials Inc. | 1.15% | 28,193 | $6.0M | Reduce -1.3% |
| EFA iShares MSCI Eafe ETF | 1.14% | 75,787 | $6.0M | Add +9.7% |
| V Visa Inc. Class A | 1.03% | 19,461 | $5.4M | Reduce -0.1% |
| C Citigroup Inc. | 1.01% | 86,460 | $5.2M | Reduce -1.4% |
| FLO Flowers Foods Inc. | 0.97% | 221,725 | $5.1M | Reduce -4.0% |
| LLY Eli Lilly & Co. | 0.81% | 5,570 | $4.2M | Reduce -7.9% |
| T AT&T Inc. | 0.81% | 255,370 | $4.2M | Reduce -0.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.78% | 18,295 | $4.0M | Reduce -2.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.59% | 12,646 | $3.1M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.59% | 6,422 | $3.1M | Add +1.5% |
| KO The Coca-Cola Co. | 0.58% | 51,013 | $3.0M | Reduce -11.1% |
| MRK Merck & Co. Inc. | 0.57% | 23,618 | $3.0M | Reduce -0.3% |
| CVX Chevron Corp. | 0.56% | 18,173 | $2.9M | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.53% | 6,808 | $2.8M | Reduce -23.4% |
| WMT Walmart Inc. | 0.52% | 45,178 | $2.7M | Add +5.0% |
| MOAT Vaneck Morningstar Wide Moat | 0.49% | 29,443 | $2.6M | New |
| IWV iShares Russell 3000 ETF | 0.47% | 8,334 | $2.5M | No change |
| EEM iShares MSCI Emerging Market | 0.47% | 59,502 | $2.5M | Reduce -0.8% |
| SWK Stanley Black & Decker Inc. | 0.46% | 25,411 | $2.4M | Reduce -1.3% |
| SO The Southern Co. | 0.45% | 33,447 | $2.3M | Reduce -5.2% |
| DHR Danaher Corp. | 0.44% | 9,295 | $2.3M | Reduce -0.0% |
| SBUX Starbucks Corp. | 0.36% | 21,768 | $1.9M | Add +0.2% |
| BMY Bristol-Myers Squibb Co. | 0.34% | 36,182 | $1.8M | Reduce -3.3% |
| ADM Archer-Daniels-Midland Co. | 0.33% | 27,570 | $1.7M | Add +0.1% |
| PG The Procter & Gamble Co. | 0.28% | 9,521 | $1.5M | Reduce -5.2% |
| VZ Verizon Communications Inc. | 0.28% | 36,492 | $1.5M | Reduce -7.9% |
| VXUS Vanguard Total Intl Stock | 0.28% | 24,486 | $1.5M | Add +42.2% |
| GILD Gilead Sciences Inc. | 0.27% | 20,652 | $1.4M | Reduce -1.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 3,018 | $1.3M | Add +4.9% |
| TFC Truist Financial Corp. | 0.26% | 35,611 | $1.3M | Reduce -2.9% |
| MCD McDonald's Corp. | 0.25% | 4,901 | $1.3M | Add +0.3% |
| JNJ Johnson & Johnson | 0.24% | 8,420 | $1.3M | Reduce -5.1% |
| USB US Bancorp | 0.23% | 28,766 | $1.2M | Reduce -1.4% |
| CAT Caterpillar Inc. | 0.20% | 2,792 | $1.0M | Add +0.1% |
| ICE Intercontinental Exchange Inc. | 0.20% | 7,746 | $1.0M | Reduce -1.1% |
| TCBC TC Bancshares Inc. | 0.20% | 76,600 | $1.0M | Add +0.8% |
| HOLX Hologic Inc. | 0.19% | 12,739 | $991K | Reduce -0.6% |
| GPN Global Payments Inc. | 0.19% | 7,857 | $979K | Add +0.3% |
| GS Goldman Sachs Group Inc. | 0.18% | 2,369 | $942K | Add +0.8% |
| BNDX Vanguard Total Intl Bond ETF | 0.18% | 19,166 | $934K | Add +0.4% |
| PSX Phillips 66 | 0.18% | 5,636 | $932K | Reduce -2.1% |
| DUK Duke Energy Corp. | 0.17% | 9,194 | $876K | Reduce -14.7% |
| PML PIMCO Municipal Income FD II | 0.17% | 103,735 | $868K | Add +1.1% |
| WM Waste Management Inc. | 0.17% | 4,215 | $868K | Reduce -6.2% |
| NEE Nextera Energy Inc. | 0.16% | 12,810 | $819K | Add +13.9% |
| IWB iShares Russell 1000 ETF | 0.15% | 2,759 | $786K | Add +0.2% |
| ORCL Oracle Corp. | 0.14% | 6,087 | $750K | Add +0.1% |
| NVDA Nvidia Corp. | 0.14% | 820 | $743K | Add +5.5% |
| CAH Cardinal Health Inc. | 0.14% | 6,891 | $733K | No change |
| PM Philip Morris International | 0.14% | 8,148 | $729K | Add +0.5% |
| PHYS Sprott Physical Gold Trust | 0.14% | 39,585 | $728K | Reduce -33.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 19,089 | $694K | Reduce -7.1% |
| CLX Clorox Company | 0.13% | 4,729 | $685K | Reduce -1.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.13% | 1,902 | $658K | Add +11.4% |
| IVV iShares Core S&P 500 ETF | 0.13% | 1,260 | $656K | Add +10.5% |
| FISV Fiserv Inc. | 0.12% | 4,034 | $620K | No change |
| INTC Intel Corp. | 0.12% | 15,921 | $599K | Add +9.4% |
| VMI Valmont Industries | 0.11% | 2,631 | $584K | Add +5.0% |
| MKL Markel Group Inc. | 0.11% | 404 | $583K | Reduce -74.4% |
| BUYW Main Buywrite ETF | 0.11% | 42,245 | $574K | New |
| PLTR Palantir Technologies Inc. Class A | 0.11% | 25,002 | $571K | Reduce -13.3% |
| SMOT Vaneck Morningstar Smid Moat | 0.11% | 17,015 | $559K | New |
| UNP Union Pacific Corp. | 0.11% | 2,355 | $556K | Add +0.1% |
| ADBE Adobe Inc. | 0.10% | 1,123 | $544K | Add +1.0% |
| MDY State Street SPDR S&P Midcap | 0.10% | 1,008 | $543K | Add +0.1% |
| BP BP PLC-Spons ADR | 0.10% | 13,344 | $529K | Add +0.1% |
| COST Costco Wholesale Corp. | 0.10% | 711 | $521K | Add +1.0% |
| GPC Genuine Parts Co. | 0.10% | 3,510 | $513K | Add +0.1% |
Portfolio Sells Q4 2023 → Q1 2024
| MSFT Microsoft Corp. | Reduce -74.3% | 1.20% | −2.85 |
| AAPL Apple Inc. | Reduce -28.0% | 4.30% | −2.21 |
| AMZN Amazon.com Inc. | Reduce -27.1% | 3.65% | −0.34 |
| MKL Markel Group Inc. | Reduce -74.4% | 0.11% | −0.31 |
| CVS CVS Health Corp. | Reduce -0.5% | 1.72% | −0.22 |
| PFE Pfizer Inc. | Reduce -72.2% | 0.04% | −0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -13.5% | 2.13% | −0.11 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -23.4% | 0.53% | −0.07 |
| KO The Coca-Cola Co. | Reduce -11.1% | 0.58% | −0.06 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.06 |
| GILD Gilead Sciences Inc. | Reduce -1.8% | 0.27% | −0.05 |
| PHYS Sprott Physical Gold Trust | Reduce -33.7% | 0.14% | −0.04 |
| BA The Boeing Co. | Sold out | 0.00% | −0.04 |
| DEO Diageo PLC-Sponsored ADR | Reduce -0.7% | 1.18% | −0.04 |
| DUK Duke Energy Corp. | Reduce -14.7% | 0.17% | −0.03 |
| SWK Stanley Black & Decker Inc. | Reduce -1.3% | 0.46% | −0.03 |
| BDJ BlackRock Enhanced Eqty DVD | Reduce -39.6% | 0.04% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -3.3% | 0.34% | −0.02 |
| JNJ Johnson & Johnson | Reduce -5.1% | 0.24% | −0.02 |
| SO The Southern Co. | Reduce -5.2% | 0.45% | −0.02 |
| PSLV Sprott Physical Silver Trust | Reduce -33.3% | 0.08% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -0.0% | 1.83% | −0.02 |
| FLO Flowers Foods Inc. | Reduce -4.0% | 0.97% | −0.02 |
| T AT&T Inc. | Reduce -0.6% | 0.81% | −0.02 |
| VFH Vanguard Financials ETF | Reduce -25.3% | 0.04% | −0.01 |
| CODI Compass Diversified Holdings | Reduce -21.4% | 0.05% | −0.01 |
| USB US Bancorp | Reduce -1.4% | 0.23% | −0.01 |
| BDX Becton Dickinson and Co. | Reduce -7.4% | 0.07% | −0.01 |
| BIOLINERX LTD | Sold out | 0.00% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -7.9% | 0.28% | −0.00 |
| TFC Truist Financial Corp. | Reduce -2.9% | 0.26% | −0.00 |
| BAC Bank of America Corp. | Reduce -7.1% | 0.13% | +0.00 |
| CLX Clorox Company | Reduce -1.0% | 0.13% | +0.00 |
| IRM Iron Mountain Inc. | Reduce -7.3% | 0.08% | +0.00 |
| VHT Vanguard Health Care ETF | Reduce -0.2% | 0.05% | +0.00 |
| GNRC Generac Holdings Inc. | Reduce -1.2% | 0.05% | +0.00 |
| WFC Wells Fargo & Co. | Reduce -9.8% | 0.05% | +0.00 |
| ALL Allstate Corp. | Reduce -10.0% | 0.06% | +0.00 |
| NSC Norfolk Southern Corp. | Reduce -0.3% | 0.08% | +0.00 |
| PG The Procter & Gamble Co. | Reduce -5.2% | 0.28% | +0.01 |
| ICE Intercontinental Exchange Inc. | Reduce -1.1% | 0.20% | +0.01 |
| FTNT Fortinet Inc. | Reduce -1.1% | 0.09% | +0.01 |
| WM Waste Management Inc. | Reduce -6.2% | 0.17% | +0.01 |
| QCOM Qualcomm Inc. | Reduce -2.7% | 0.09% | +0.01 |
| EEM iShares MSCI Emerging Market | Reduce -0.8% | 0.47% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Reduce -13.3% | 0.11% | +0.02 |
| HOLX Hologic Inc. | Reduce -0.6% | 0.19% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -2.3% | 0.78% | +0.02 |
| EFX Equifax Inc. | Reduce -0.2% | 1.38% | +0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| MOAT Vaneck Morningstar Wide Moat | New | 0.49% | +0.49 |
| LYB Lyondellbasell Indu Class A | Add +0.2% | 2.64% | +0.23 |
| EPD Enterprise Products Partners | Add +0.2% | 1.99% | +0.22 |
| EFA iShares MSCI Eafe ETF | Add +9.7% | 1.14% | +0.15 |
| BUYW Main Buywrite ETF | New | 0.11% | +0.11 |
| SMOT Vaneck Morningstar Smid Moat | New | 0.11% | +0.11 |
| SECT Main Sector Rotation ETF | New | 0.09% | +0.09 |
| VXUS Vanguard Total Intl Stock | Add +42.2% | 0.28% | +0.09 |
| WMT Walmart Inc. | Add +5.0% | 0.52% | +0.09 |
| SCHW Schwab (charles) Corp. | Add +0.1% | 2.43% | +0.09 |
| AEP American Electric Power | Add +0.4% | 2.34% | +0.08 |
| NVDA Nvidia Corp. | Add +5.5% | 0.14% | +0.07 |
| MDT Medtronic PLC | Add +3.1% | 1.79% | +0.07 |
| VOO Vanguard S&P 500 ETF | Add +1.5% | 0.59% | +0.06 |
| SPTS SS SPDR P St Term TSY ETF | New | 0.05% | +0.05 |
| PSFF Pacer Swan Sos Fund of Funds | New | 0.05% | +0.05 |
| CAT Caterpillar Inc. | Add +0.1% | 0.20% | +0.04 |
| GM General Motors Co. | New | 0.04% | +0.04 |
| META Meta Platforms Inc. Class A | Add +22.0% | 0.09% | +0.04 |
| CI The Cigna Group | New | 0.04% | +0.04 |
| EMR Emerson Electric Co. | New | 0.04% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.9% | 0.26% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.1% | 0.59% | +0.03 |
| NEE Nextera Energy Inc. | Add +13.9% | 0.16% | +0.03 |
| MPC Marathon Petroleum Corp. | Add +1.0% | 0.09% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +11.4% | 0.13% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +10.5% | 0.13% | +0.02 |
| ORCL Oracle Corp. | Add +0.1% | 0.14% | +0.02 |
| PEP Pepsico Inc. | Add +1.1% | 1.46% | +0.02 |
| XJQCX Nuveen Credit Strategies Inc. | New | 0.02% | +0.02 |
| DE Deere & Co. | Add +16.6% | 0.09% | +0.01 |
| F Ford Motor Co. | Add +45.9% | 0.04% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +4.5% | 0.09% | +0.01 |
| IWB iShares Russell 1000 ETF | Add +0.2% | 0.15% | +0.01 |
| RTX RTX Corp. | Add +0.1% | 0.07% | +0.01 |
| BP BP PLC-Spons ADR | Add +0.1% | 0.10% | +0.01 |
| COST Costco Wholesale Corp. | Add +1.0% | 0.10% | +0.01 |
| TGT Target Corp. | Add +0.4% | 0.06% | +0.01 |
| DG Dollar General Corp. | Add +10.8% | 0.05% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.09% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +0.8% | 0.18% | +0.01 |
| TSCO Tractor Supply Company | Add +0.1% | 0.05% | +0.01 |
| XLF SS Financial Select Sector | Add +0.2% | 0.09% | +0.01 |
| MDY State Street SPDR S&P Midcap | Add +0.1% | 0.10% | +0.01 |
| D Dominion Energy Inc. | Add +4.5% | 0.07% | +0.01 |
| GPC Genuine Parts Co. | Add +0.1% | 0.10% | +0.01 |
| VONV Vanguard Russell 1000 Value | Add +0.4% | 0.09% | +0.01 |
| CL Colgate-Palmolive Co. | Add +0.2% | 0.06% | +0.01 |
| ET Energy Transfer LP | Add +0.2% | 0.04% | +0.01 |
| PML PIMCO Municipal Income FD II | Add +1.1% | 0.17% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 152 | $657.6M | AAPL, GOOGL, ABBV, UNH, CMI |
| Q1 2026 | 159 | $695.3M | AAPL, GOOGL, XOM, AEP, ABBV |
| Q4 2025 | 162 | $664.5M | AAPL, GOOGL, MSFT, XOM, CMI |
| Q3 2025 | 157 | $641.8M | AAPL, GOOGL, MSFT, ABBV, XOM |
| Q2 2025 | 153 | $608.9M | META, AAPL, GOOGL, MSFT, JPM |
| Q1 2025 | 154 | $615.0M | AAPL, GOOGL, JPM, XOM, AXP |
| Q4 2024 | 149 | $592.8M | AAPL, GOOGL, MSFT, AMZN, AXP |
| Q3 2024 | 155 | $587.4M | AAPL, MSFT, GOOGL, AMZN, AXP |
| Q2 2024 | 151 | $559.2M | AAPL, GOOGL, MSFT, AMZN, XOM |
| Q1 2024 | 160 | $521.0M | GOOGL, AAPL, AMZN, XOM, JPM |