Allen Mooney & Barnes Investment Advisors LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 12, 2024), Allen Mooney & Barnes Investment Advisors LLC reported 151 stock positions worth $559.2 million. Its top holding was Apple (AAPL) at 6.4% of the portfolio, followed by Alphabet Class A (GOOGL, 4.7%) and Microsoft (MSFT, 4.7%). Compared with Q1 2024, it opened 4 new positions, sold out of 13, added to 64 and reduced 72. The biggest buy was Microsoft (MSFT, shares +302%) and the biggest sale Aflac (AFL, shares −54%).
- Most Recent 13F
- Q2 2026
- Location
- THOMASVILLE, GA
- CIK
- 0002001461
- Portfolio Value
- $559.2M (Q2 2024)
- SEC Filing
- 0001013762-24-000271 ↗ filed Jul 12, 2024
Holdings Value
Holdings 151 stocks · $559.2M
| AAPL Apple Inc. | 6.38% | 169,460 | $35.7M | Add +32.4% |
| GOOGL Alphabet Inc. Class A | 4.69% | 144,001 | $26.2M | Reduce -2.3% |
| MSFT Microsoft Corp. | 4.68% | 58,585 | $26.2M | Add +302.0% |
| AMZN Amazon.com Inc. | 3.51% | 101,678 | $19.6M | Add +1.2% |
| XOM Exxon Mobil Corp. | 3.19% | 155,186 | $17.9M | Add +1.2% |
| JPM JPMorgan Chase & Co. | 3.10% | 85,737 | $17.3M | Add +1.4% |
| AXP American Express Co. | 3.02% | 72,851 | $16.9M | Add +1.0% |
| ABBV Abbvie Inc. | 2.67% | 87,131 | $14.9M | Add +0.4% |
| LOW Lowe's Cos Inc. | 2.53% | 64,186 | $14.2M | Add +1.2% |
| SCHW Schwab (charles) Corp. | 2.38% | 180,292 | $13.3M | Add +0.7% |
| AEP American Electric Power | 2.34% | 149,358 | $13.1M | Add +1.4% |
| LYB Lyondellbasell Indu Class A | 2.33% | 136,256 | $13.0M | Add +1.8% |
| DE Deere & Co. | 2.28% | 34,142 | $12.8M | Add +3070.1% |
| BLK BlackRock Finance Inc. | 2.24% | 15,889 | $12.5M | Add +3.8% |
| HON Honeywell International Inc. | 2.19% | 57,380 | $12.3M | Add +2.0% |
| PRU Prudential Financial Inc. | 2.10% | 100,002 | $11.7M | Add +0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.03% | 20,841 | $11.3M | Reduce -2.8% |
| UNH Unitedhealth Group Inc. | 2.01% | 22,089 | $11.2M | Add +0.6% |
| CMI Cummins Inc. | 1.97% | 39,711 | $11.0M | Reduce -0.2% |
| LHX L3HARRIS Technologies Inc. | 1.88% | 46,792 | $10.5M | Add +0.5% |
| MET Metlife Inc. | 1.85% | 147,734 | $10.4M | Reduce -0.3% |
| EPD Enterprise Products Partners | 1.82% | 350,373 | $10.2M | Reduce -1.3% |
| CSCO Cisco Systems Inc. | 1.70% | 199,531 | $9.5M | Add +3.6% |
| MDT Medtronic PLC | 1.69% | 119,968 | $9.4M | Add +5.4% |
| COP Conocophillips | 1.64% | 80,273 | $9.2M | Add +1.1% |
| MO Altria Group Inc. | 1.61% | 197,753 | $9.0M | Reduce -0.5% |
| CVS CVS Health Corp. | 1.38% | 131,097 | $7.7M | Add +2.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.37% | 44,387 | $7.7M | Reduce -0.0% |
| PEP Pepsico Inc. | 1.35% | 45,796 | $7.6M | Add +1.4% |
| EFX Equifax Inc. | 1.25% | 28,800 | $7.0M | Reduce 0.0% |
| AFL Aflac Inc. | 1.22% | 76,489 | $6.8M | Reduce -53.8% |
| AMAT Applied Materials Inc. | 1.19% | 28,092 | $6.6M | Reduce -0.4% |
| DEO Diageo PLC-Sponsored ADR | 1.03% | 45,547 | $5.7M | Add +4.1% |
| C Citigroup Inc. | 1.00% | 88,281 | $5.6M | Add +2.1% |
| EFA iShares MSCI Eafe ETF | 0.98% | 69,859 | $5.5M | Reduce -7.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.94% | 52,835 | $5.2M | Add +2.0% |
| V Visa Inc. Class A | 0.92% | 19,495 | $5.1M | Add +0.2% |
| T AT&T Inc. | 0.89% | 259,100 | $5.0M | Add +1.5% |
| FLO Flowers Foods Inc. | 0.82% | 207,072 | $4.6M | Reduce -6.6% |
| LLY Eli Lilly & Co. | 0.81% | 5,004 | $4.5M | Reduce -10.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.71% | 18,231 | $4.0M | Reduce -0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.60% | 13,822 | $3.3M | Add +9.3% |
| VOO Vanguard S&P 500 ETF | 0.57% | 6,372 | $3.2M | Reduce -0.8% |
| WMT Walmart Inc. | 0.55% | 45,467 | $3.1M | Add +0.6% |
| MRK Merck & Co. Inc. | 0.50% | 22,627 | $2.8M | Reduce -4.2% |
| CVX Chevron Corp. | 0.50% | 17,804 | $2.8M | Reduce -2.0% |
| IWV iShares Russell 3000 ETF | 0.46% | 8,334 | $2.6M | No change |
| KO The Coca-Cola Co. | 0.45% | 39,776 | $2.5M | Reduce -22.0% |
| EEM iShares MSCI Emerging Market | 0.45% | 59,324 | $2.5M | Reduce -0.3% |
| DHR Danaher Corp. | 0.41% | 9,144 | $2.3M | Reduce -1.6% |
| SO The Southern Co. | 0.40% | 28,951 | $2.2M | Reduce -13.4% |
| SWK Stanley Black & Decker Inc. | 0.37% | 26,130 | $2.1M | Add +2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 4,979 | $2.0M | Reduce -26.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 3,589 | $1.7M | Add +18.9% |
| SBUX Starbucks Corp. | 0.30% | 21,512 | $1.7M | Reduce -1.2% |
| ADM Archer-Daniels-Midland Co. | 0.29% | 26,781 | $1.6M | Reduce -2.9% |
| BMY Bristol-Myers Squibb Co. | 0.27% | 36,299 | $1.5M | Add +0.3% |
| PG The Procter & Gamble Co. | 0.25% | 8,638 | $1.4M | Reduce -9.3% |
| GILD Gilead Sciences Inc. | 0.25% | 20,326 | $1.4M | Reduce -1.6% |
| VZ Verizon Communications Inc. | 0.24% | 33,186 | $1.4M | Reduce -9.1% |
| TFC Truist Financial Corp. | 0.24% | 34,525 | $1.3M | Reduce -3.0% |
| NVDA Nvidia Corp. | 0.23% | 10,429 | $1.3M | Add +27.2% |
| MCD McDonald's Corp. | 0.22% | 4,843 | $1.2M | Reduce -1.2% |
| JNJ Johnson & Johnson | 0.22% | 8,238 | $1.2M | Reduce -2.2% |
| USB US Bancorp | 0.20% | 28,655 | $1.1M | Reduce -0.4% |
| VXUS Vanguard Total Intl Stock | 0.20% | 18,576 | $1.1M | Reduce -24.1% |
| GS Goldman Sachs Group Inc. | 0.19% | 2,380 | $1.1M | Add +0.5% |
| ICE Intercontinental Exchange Inc. | 0.19% | 7,589 | $1.0M | Reduce -2.0% |
| WM Waste Management Inc. | 0.18% | 4,711 | $1.0M | Add +11.8% |
| CAT Caterpillar Inc. | 0.17% | 2,795 | $931K | Add +0.1% |
| HOLX Hologic Inc. | 0.17% | 12,525 | $930K | Reduce -1.7% |
| BNDX Vanguard Total Intl Bond ETF | 0.17% | 19,097 | $929K | Reduce -0.4% |
| TCBC TC Bancshares Inc. | 0.16% | 66,600 | $899K | Reduce -13.1% |
| PML PIMCO Municipal Income FD II | 0.16% | 103,878 | $886K | Add +0.1% |
| IWB iShares Russell 1000 ETF | 0.15% | 2,762 | $822K | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 0.15% | 1,502 | $822K | Add +19.2% |
| PM Philip Morris International | 0.15% | 8,090 | $820K | Reduce -0.7% |
| ORCL Oracle Corp. | 0.15% | 5,785 | $817K | Reduce -5.0% |
| DUK Duke Energy Corp. | 0.15% | 8,118 | $814K | Reduce -11.7% |
| GPN Global Payments Inc. | 0.14% | 8,112 | $784K | Add +3.3% |
| PSX Phillips 66 | 0.14% | 5,521 | $779K | Reduce -2.0% |
| NEE Nextera Energy Inc. | 0.13% | 10,479 | $742K | Reduce -18.2% |
| VMI Valmont Industries | 0.13% | 2,638 | $724K | Add +0.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.13% | 1,886 | $705K | Reduce -0.8% |
| CAH Cardinal Health Inc. | 0.12% | 6,891 | $678K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 16,977 | $675K | Reduce -11.1% |
| PLTR Palantir Technologies Inc. Class A | 0.12% | 26,022 | $659K | Add +4.1% |
| PFE Pfizer Inc. | 0.12% | 23,326 | $653K | Add +191.4% |
| CLX Clorox Company | 0.11% | 4,618 | $630K | Reduce -2.4% |
| ADBE Adobe Inc. | 0.11% | 1,091 | $606K | Reduce -2.9% |
| FISV Fiserv Inc. | 0.11% | 3,997 | $596K | Reduce -0.9% |
| META Meta Platforms Inc. Class A | 0.11% | 1,176 | $593K | Add +33.5% |
| GOOG Alphabet Inc. Class C | 0.10% | 3,193 | $586K | Add +15.3% |
| IWR iShares Russell Mid-Cap ETF | 0.10% | 7,050 | $572K | New |
| UNP Union Pacific Corp. | 0.10% | 2,506 | $567K | Add +6.4% |
| COST Costco Wholesale Corp. | 0.10% | 645 | $549K | Reduce -9.3% |
| MDY State Street SPDR S&P Midcap | 0.10% | 1,009 | $540K | Add +0.1% |
| MOAT Vaneck Morningstar Wide Moat | 0.09% | 6,089 | $527K | Reduce -79.3% |
| BIV Vanguard Intermediate-Term B | 0.09% | 6,970 | $522K | Add +42.9% |
| QCOM Qualcomm Inc. | 0.09% | 2,551 | $508K | Reduce -5.5% |
Portfolio Sells Q1 2024 → Q2 2024
| AFL Aflac Inc. | Reduce -53.8% | 1.22% | −1.31 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -79.3% | 0.09% | −0.40 |
| CMI Cummins Inc. | Reduce -0.2% | 1.97% | −0.35 |
| IBM Intl Business Machines Corp. | Reduce -0.0% | 1.37% | −0.21 |
| EPD Enterprise Products Partners | Reduce -1.3% | 1.82% | −0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -26.9% | 0.36% | −0.17 |
| MET Metlife Inc. | Reduce -0.3% | 1.85% | −0.17 |
| EFA iShares MSCI Eafe ETF | Reduce -7.8% | 0.98% | −0.16 |
| FLO Flowers Foods Inc. | Reduce -6.6% | 0.82% | −0.15 |
| PHYS Sprott Physical Gold Trust | Sold out | 0.00% | −0.14 |
| EFX Equifax Inc. | Reduce 0.0% | 1.25% | −0.13 |
| KO The Coca-Cola Co. | Reduce -22.0% | 0.45% | −0.13 |
| MKL Markel Group Inc. | Sold out | 0.00% | −0.11 |
| BUYW Main Buywrite ETF | Sold out | 0.00% | −0.11 |
| SMOT Vaneck Morningstar Smid Moat | Sold out | 0.00% | −0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.8% | 2.03% | −0.10 |
| SECT Main Sector Rotation ETF | Sold out | 0.00% | −0.09 |
| NSC Norfolk Southern Corp. | Sold out | 0.00% | −0.08 |
| PSLV Sprott Physical Silver Trust | Sold out | 0.00% | −0.08 |
| VXUS Vanguard Total Intl Stock | Reduce -24.1% | 0.20% | −0.08 |
| MRK Merck & Co. Inc. | Reduce -4.2% | 0.50% | −0.07 |
| CVX Chevron Corp. | Reduce -2.0% | 0.50% | −0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.3% | 0.71% | −0.06 |
| SBUX Starbucks Corp. | Reduce -1.2% | 0.30% | −0.06 |
| CODI Compass Diversified Holdings | Sold out | 0.00% | −0.05 |
| SPTS SS SPDR P St Term TSY ETF | Sold out | 0.00% | −0.05 |
| MLPA Global X MLP ETF | Sold out | 0.00% | −0.05 |
| PSFF Pacer Swan Sos Fund of Funds | Sold out | 0.00% | −0.05 |
| SO The Southern Co. | Reduce -13.4% | 0.40% | −0.05 |
| ADM Archer-Daniels-Midland Co. | Reduce -2.9% | 0.29% | −0.04 |
| CI The Cigna Group | Sold out | 0.00% | −0.04 |
| PSX Phillips 66 | Reduce -2.0% | 0.14% | −0.04 |
| ET Energy Transfer LP | Sold out | 0.00% | −0.04 |
| TCBC TC Bancshares Inc. | Reduce -13.1% | 0.16% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -9.1% | 0.24% | −0.04 |
| MPC Marathon Petroleum Corp. | Reduce -24.7% | 0.05% | −0.04 |
| MCD McDonald's Corp. | Reduce -1.2% | 0.22% | −0.03 |
| GPC Genuine Parts Co. | Reduce -22.9% | 0.07% | −0.03 |
| INTC Intel Corp. | Reduce -5.2% | 0.08% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -9.3% | 0.25% | −0.03 |
| USB US Bancorp | Reduce -0.4% | 0.20% | −0.03 |
| DHR Danaher Corp. | Reduce -1.6% | 0.41% | −0.03 |
| JNJ Johnson & Johnson | Reduce -2.2% | 0.22% | −0.03 |
| NEE Nextera Energy Inc. | Reduce -18.2% | 0.13% | −0.02 |
| BDJ BlackRock Enhanced Eqty DVD | Reduce -53.0% | 0.02% | −0.02 |
| HOLX Hologic Inc. | Reduce -1.7% | 0.17% | −0.02 |
| GILD Gilead Sciences Inc. | Reduce -1.6% | 0.25% | −0.02 |
| DUK Duke Energy Corp. | Reduce -11.7% | 0.15% | −0.02 |
| EEM iShares MSCI Emerging Market | Reduce -0.3% | 0.45% | −0.02 |
| BP BP PLC-Spons ADR | Reduce -6.2% | 0.08% | −0.02 |
Portfolio Buys Q1 2024 → Q2 2024
| MSFT Microsoft Corp. | Add +302.0% | 4.68% | +3.49 |
| DE Deere & Co. | Add +3070.1% | 2.28% | +2.20 |
| AAPL Apple Inc. | Add +32.4% | 6.38% | +2.08 |
| UNH Unitedhealth Group Inc. | Add +0.6% | 2.01% | +0.15 |
| IWR iShares Russell Mid-Cap ETF | New | 0.10% | +0.10 |
| NVDA Nvidia Corp. | Add +27.2% | 0.23% | +0.09 |
| T AT&T Inc. | Add +1.5% | 0.89% | +0.08 |
| PFE Pfizer Inc. | Add +191.4% | 0.12% | +0.08 |
| LHX L3HARRIS Technologies Inc. | Add +0.5% | 1.88% | +0.07 |
| AVGO Broadcom Inc. | New | 0.07% | +0.07 |
| HON Honeywell International Inc. | Add +2.0% | 2.19% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +18.9% | 0.31% | +0.05 |
| FDX FedEx Corp. | New | 0.04% | +0.04 |
| BKNG Booking Holdings Inc. | New | 0.04% | +0.04 |
| WMT Walmart Inc. | Add +0.6% | 0.55% | +0.03 |
| BIV Vanguard Intermediate-Term B | Add +42.9% | 0.09% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +19.2% | 0.15% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +15.3% | 0.10% | +0.02 |
| META Meta Platforms Inc. Class A | Add +33.5% | 0.11% | +0.02 |
| VMI Valmont Industries | Add +0.3% | 0.13% | +0.02 |
| TSLA Tesla Inc. | Add +21.6% | 0.06% | +0.01 |
| WM Waste Management Inc. | Add +11.8% | 0.18% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +0.5% | 0.19% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +4.1% | 0.12% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +9.3% | 0.60% | +0.01 |
| HD Home Depot Inc. | Add +16.6% | 0.08% | +0.01 |
| TJX TJX Companies Inc. | Add +0.2% | 0.05% | +0.00 |
| EMR Emerson Electric Co. | Add +17.4% | 0.04% | +0.00 |
| RTX RTX Corp. | Add +10.1% | 0.08% | +0.00 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.09% | +0.00 |
| AEP American Electric Power | Add +1.4% | 2.34% | +0.00 |
| XPMQX PIMCO Muni Income Fund III | Add +0.1% | 0.07% | +0.00 |
| TSCO Tractor Supply Company | Add +0.1% | 0.05% | +0.00 |
| ALL Allstate Corp. | Add +11.1% | 0.06% | −0.00 |
| WFC Wells Fargo & Co. | Add +2.3% | 0.05% | −0.00 |
| EIM Eaton Vance Municipal Bond | Add +0.1% | 0.05% | −0.00 |
| IWM iShares Russell 2000 ETF | Add +0.1% | 0.05% | −0.00 |
| IWB iShares Russell 1000 ETF | Add +0.1% | 0.15% | −0.00 |
| GNRC Generac Holdings Inc. | Add +1.1% | 0.04% | −0.00 |
| AXP American Express Co. | Add +1.0% | 3.02% | −0.00 |
| DANIMER SCIENTIFIC INC | Add +7.8% | 0.01% | −0.00 |
| UNP Union Pacific Corp. | Add +6.4% | 0.10% | −0.01 |
| C Citigroup Inc. | Add +2.1% | 1.00% | −0.01 |
| PFF iShares Preferred & Income S | Add +0.5% | 0.09% | −0.01 |
| MDY State Street SPDR S&P Midcap | Add +0.1% | 0.10% | −0.01 |
| PML PIMCO Municipal Income FD II | Add +0.1% | 0.16% | −0.01 |
| TGT Target Corp. | Add +6.5% | 0.05% | −0.01 |
| PRU Prudential Financial Inc. | Add +0.7% | 2.10% | −0.03 |
| CAT Caterpillar Inc. | Add +0.1% | 0.17% | −0.03 |
| GPN Global Payments Inc. | Add +3.3% | 0.14% | −0.05 |
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 |