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

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $521.0M $521.0M Q1 2024 Q2 2024: $559.2M Q2 2024 Q3 2024: $587.4M Q3 2024 Q4 2024: $592.8M Q4 2024 Q1 2025: $615.0M Q1 2025 Q2 2025: $608.9M Q2 2025 Q3 2025: $641.8M Q3 2025 Q4 2025: $664.5M Q4 2025 Q1 2026: $695.3M Q1 2026 Q2 2026: $657.6M Q2 2026

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%
PFF iShares Preferred & Income S 0.10% 15,793 $497K Add +0.7%
SECT Main Sector Rotation ETF 0.09% 9,932 $494K New
SYK Stryker Corp. 0.09% 1,418 $491K No change
FTNT Fortinet Inc. 0.09% 7,123 $486K Reduce -1.1%
OZK Bank Ozk 0.09% 11,088 $477K No change
QCOM Qualcomm Inc. 0.09% 2,700 $473K Reduce -2.7%
VONV Vanguard Russell 1000 Value 0.09% 6,142 $471K Add +0.4%
META Meta Platforms Inc. Class A 0.09% 881 $461K Add +22.0%
GLD SPDR Gold Shares 0.09% 2,095 $460K No change
XLF SS Financial Select Sector 0.09% 11,310 $459K Add +0.2%
CMCSA Comcast Corp. Class A 0.09% 11,372 $456K Add +0.0%
IWF iShares Russell 1000 Growth 0.09% 1,345 $454K Add +0.1%
GOOG Alphabet Inc. Class C 0.09% 2,769 $445K Add +4.5%
MPC Marathon Petroleum Corp. 0.09% 2,097 $445K Add +1.0%
DE Deere & Co. 0.09% 1,077 $444K Add +16.6%
NSC Norfolk Southern Corp. 0.08% 1,728 $432K Reduce -0.3%
PSLV Sprott Physical Silver Trust 0.08% 44,235 $422K Reduce -33.3%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.08% 5,430 $416K Reduce -7.3%
FBMS First Bancshares Inc. 0.08% 16,910 $402K Add +0.4%
ABCB Ameris Bancorp 0.07% 8,567 $389K No change
RTX RTX Corp. 0.07% 3,826 $386K Add +0.1%
XPMQX PIMCO Muni Income Fund III 0.07% 51,891 $379K Add +1.2%
HD Home Depot Inc. 0.07% 1,090 $379K Add +0.1%
VGT Vanguard Info Tech ETF 0.07% 713 $374K No change
D Dominion Energy Inc. 0.07% 7,504 $368K Add +4.5%
BDX Becton Dickinson and Co. 0.07% 1,500 $361K Reduce -7.4%
BIV Vanguard Intermediate-Term B 0.07% 4,877 $359K Add +0.4%
DFS Discover Financial Services 0.07% 2,900 $357K No change
CL Colgate-Palmolive Co. 0.06% 3,870 $333K Add +0.2%
ALL Allstate Corp. 0.06% 1,979 $328K Reduce -10.0%
TGT Target Corp. 0.06% 1,877 $322K Add +0.4%
GIS General Mills Inc. 0.06% 4,771 $320K Add +0.4%
IWD iShares Russell 1000 Value E 0.06% 1,748 $305K No change
VCSH Vanguard S/T Corp. Bond ETF 0.06% 3,982 $305K No change
IWM iShares Russell 2000 ETF 0.06% 1,473 $298K Add +0.1%
EIM Eaton Vance Municipal Bond 0.05% 27,498 $276K Add +0.1%
TSCO Tractor Supply Company 0.05% 1,102 $276K Add +0.1%
DG Dollar General Corp. 0.05% 1,757 $271K Add +10.8%
MMM 3M Co. 0.05% 2,848 $265K Add +10.6%
KKR KKR & Co. Inc. 0.05% 2,630 $264K No change
CODI Compass Diversified Holdings 0.05% 11,000 $262K Reduce -21.4%
VHT Vanguard Health Care ETF 0.05% 1,006 $260K Reduce -0.2%
WFC Wells Fargo & Co. 0.05% 4,567 $259K Reduce -9.8%
TSLA Tesla Inc. 0.05% 1,438 $251K Add +21.1%
GNRC Generac Holdings Inc. 0.05% 1,844 $251K Reduce -1.2%
SPTS SS SPDR P St Term TSY ETF 0.05% 8,344 $240K New
MLPA Global X MLP ETF 0.05% 5,000 $238K No change
PSFF Pacer Swan Sos Fund of Funds 0.05% 8,807 $237K New
BDJ BlackRock Enhanced Eqty DVD 0.04% 27,989 $227K Reduce -39.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.04% 2,309 $221K Add +0.2%
MS Morgan Stanley 0.04% 2,504 $217K Add +0.4%
GM General Motors Co. 0.04% 4,839 $212K New
PFE Pfizer Inc. 0.04% 8,004 $211K Reduce -72.2%
F Ford Motor Co. filed as FORD MTR CO DEL 0.04% 15,967 $208K Add +45.9%
CI The Cigna Group 0.04% 587 $207K New
VFH Vanguard Financials ETF 0.04% 2,099 $207K Reduce -25.3%
ET Energy Transfer LP 0.04% 13,069 $205K Add +0.2%
EMR Emerson Electric Co. 0.04% 1,776 $202K New
DANIMER SCIENTIFIC INC 0.02% 99,866 $86K No change
XJQCX Nuveen Credit Strategies Inc. 0.02% 14,601 $81K New

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 152$657.6MAAPL, GOOGL, ABBV, UNH, CMI
Q1 2026 159$695.3MAAPL, GOOGL, XOM, AEP, ABBV
Q4 2025 162$664.5MAAPL, GOOGL, MSFT, XOM, CMI
Q3 2025 157$641.8MAAPL, GOOGL, MSFT, ABBV, XOM
Q2 2025 153$608.9MMETA, AAPL, GOOGL, MSFT, JPM
Q1 2025 154$615.0MAAPL, GOOGL, JPM, XOM, AXP
Q4 2024 149$592.8MAAPL, GOOGL, MSFT, AMZN, AXP
Q3 2024 155$587.4MAAPL, MSFT, GOOGL, AMZN, AXP
Q2 2024 151$559.2MAAPL, GOOGL, MSFT, AMZN, XOM
Q1 2024 160$521.0MGOOGL, AAPL, AMZN, XOM, JPM