Allen Mooney & Barnes Investment Advisors LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), Allen Mooney & Barnes Investment Advisors LLC reported 149 stock positions worth $592.8 million. Its top holding was Apple (AAPL) at 7.0% of the portfolio, followed by Alphabet Class A (GOOGL, 4.5%) and Microsoft (MSFT, 4.2%). Compared with Q3 2024, it opened 3 new positions, sold out of 9, added to 63 and reduced 67. The biggest buy was a new position in Kenvue (KVUE) and the biggest sale Dollar General (DG, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- THOMASVILLE, GA
- CIK
- 0002001461
- Portfolio Value
- $592.8M (Q4 2024)
- SEC Filing
- 0001213900-25-003175 ↗ filed Jan 14, 2025
Holdings Value
Holdings 149 stocks · $592.8M
| AAPL Apple Inc. | 6.98% | 165,277 | $41.4M | Reduce -1.6% |
| GOOGL Alphabet Inc. Class A | 4.55% | 142,358 | $26.9M | Reduce -0.5% |
| MSFT Microsoft Corp. | 4.20% | 59,084 | $24.9M | Add +2.5% |
| AMZN Amazon.com Inc. | 3.66% | 98,780 | $21.7M | Reduce -5.7% |
| AXP American Express Co. | 3.44% | 68,653 | $20.4M | Reduce -3.1% |
| JPM JPMorgan Chase & Co. | 3.27% | 80,940 | $19.4M | Reduce -2.9% |
| XOM Exxon Mobil Corp. | 2.82% | 155,625 | $16.7M | Add +1.9% |
| BLK BlackRock Inc. | 2.63% | 15,227 | $15.6M | Reduce -1.9% |
| LOW Lowe's Cos Inc. | 2.58% | 62,050 | $15.3M | Reduce -1.7% |
| ABBV Abbvie Inc. | 2.52% | 84,171 | $15.0M | Reduce -0.5% |
| DE Deere & Co. | 2.43% | 33,929 | $14.4M | Add +0.7% |
| AEP American Electric Power | 2.27% | 145,796 | $13.4M | Add +0.3% |
| SCHW Schwab (charles) Corp. | 2.24% | 179,530 | $13.3M | Add +1.5% |
| CMI Cummins Inc. | 2.19% | 37,303 | $13.0M | Reduce -2.7% |
| HON Honeywell International Inc. | 2.15% | 56,360 | $12.7M | Add +0.4% |
| CSCO Cisco Systems Inc. | 1.98% | 198,095 | $11.7M | Add +0.5% |
| MET Metlife Inc. | 1.97% | 142,582 | $11.7M | Reduce -0.3% |
| KVUE Kenvue Inc. | 1.97% | 546,663 | $11.7M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.94% | 19,632 | $11.5M | Add +0.8% |
| PRU Prudential Financial Inc. | 1.93% | 96,524 | $11.4M | Reduce -1.1% |
| UNH Unitedhealth Group Inc. | 1.83% | 21,466 | $10.9M | Reduce -0.0% |
| EPD Enterprise Products Partners | 1.80% | 339,625 | $10.7M | Reduce -0.9% |
| LYB Lyondellbasell Indu Class A | 1.73% | 138,446 | $10.3M | Add +3.1% |
| MDT Medtronic PLC | 1.72% | 127,948 | $10.2M | Add +7.2% |
| DG Dollar General Corp. | 1.70% | 132,677 | $10.1M | Reduce -6.7% |
| MO Altria Group Inc. | 1.68% | 190,563 | $10.0M | Reduce -0.6% |
| LHX L3HARRIS Technologies Inc. | 1.61% | 45,480 | $9.6M | Reduce -0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.54% | 41,625 | $9.2M | Reduce -2.6% |
| COP Conocophillips | 1.25% | 74,654 | $7.4M | Reduce -4.8% |
| EFX Equifax Inc. | 1.23% | 28,705 | $7.3M | No change |
| PEP Pepsico Inc. | 1.17% | 45,513 | $6.9M | Add +2.5% |
| AFL Aflac Inc. | 1.12% | 64,390 | $6.7M | Add +0.1% |
| V Visa Inc. Class A | 1.06% | 19,900 | $6.3M | Add +0.9% |
| C Citigroup Inc. | 1.01% | 85,249 | $6.0M | Add +0.1% |
| DEO Diageo PLC-Sponsored ADR | 0.98% | 45,877 | $5.8M | Add +2.6% |
| T AT&T Inc. | 0.95% | 246,609 | $5.6M | Reduce -2.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.94% | 50,259 | $5.6M | Reduce -0.7% |
| EFA iShares MSCI Eafe ETF | 0.92% | 71,862 | $5.4M | Add +4.6% |
| AMAT Applied Materials Inc. | 0.77% | 28,242 | $4.6M | Add +0.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.71% | 17,507 | $4.2M | Reduce -1.4% |
| WMT Walmart Inc. | 0.70% | 45,809 | $4.1M | Add +0.1% |
| LLY Eli Lilly & Co. | 0.68% | 5,248 | $4.1M | Add +2.5% |
| FLO Flowers Foods Inc. | 0.68% | 194,202 | $4.0M | Reduce -8.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.58% | 13,110 | $3.5M | Reduce -4.4% |
| VOO Vanguard S&P 500 ETF | 0.56% | 6,182 | $3.3M | Reduce -2.8% |
| CVX Chevron Corp. | 0.48% | 19,633 | $2.8M | Add +8.5% |
| KO The Coca-Cola Co. | 0.43% | 41,382 | $2.6M | Add +0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.43% | 5,645 | $2.6M | No change |
| EEM iShares MSCI Emerging Market | 0.42% | 58,832 | $2.5M | Reduce -0.1% |
| MRK Merck & Co. Inc. | 0.39% | 23,075 | $2.3M | Add +0.7% |
| SO The Southern Co. | 0.38% | 27,340 | $2.3M | Add +1.1% |
| DHR Danaher Corp. | 0.34% | 8,852 | $2.0M | Reduce -0.8% |
| SWK Stanley Black & Decker Inc. | 0.33% | 24,680 | $2.0M | Reduce -4.7% |
| BMY Bristol-Myers Squibb Co. | 0.31% | 32,793 | $1.9M | Reduce -9.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 3,532 | $1.8M | Add +0.1% |
| SBUX Starbucks Corp. | 0.28% | 18,466 | $1.7M | Reduce -12.2% |
| GILD Gilead Sciences Inc. | 0.26% | 16,728 | $1.5M | Reduce -11.7% |
| PG The Procter & Gamble Co. | 0.25% | 8,844 | $1.5M | Add +1.7% |
| IWV iShares Russell 3000 ETF | 0.24% | 4,203 | $1.4M | No change |
| MCD McDonald's Corp. | 0.24% | 4,824 | $1.4M | Reduce -0.6% |
| GS Goldman Sachs Group Inc. | 0.24% | 2,433 | $1.4M | Add +0.5% |
| NVDA Nvidia Corp. | 0.23% | 10,242 | $1.4M | Add +6.8% |
| TFC Truist Financial Corp. | 0.22% | 29,985 | $1.3M | Reduce -2.6% |
| JNJ Johnson & Johnson | 0.20% | 8,283 | $1.2M | Add +1.3% |
| VZ Verizon Communications Inc. | 0.20% | 29,673 | $1.2M | Reduce -6.5% |
| ADM Archer-Daniels-Midland Co. | 0.19% | 22,681 | $1.1M | Reduce -12.7% |
| USB US Bancorp | 0.19% | 23,166 | $1.1M | Reduce -16.6% |
| ICE Intercontinental Exchange Inc. | 0.18% | 7,359 | $1.1M | Reduce -0.8% |
| PM Philip Morris International | 0.17% | 8,247 | $992K | Add +0.8% |
| BNDX Vanguard Total Intl Bond ETF | 0.16% | 19,097 | $937K | No change |
| TSLA Tesla Inc. | 0.16% | 2,306 | $931K | Add +86.0% |
| GPN Global Payments Inc. | 0.16% | 8,219 | $921K | Add +0.1% |
| HOLX Hologic Inc. | 0.15% | 12,243 | $883K | Reduce -0.3% |
| PLTR Palantir Technologies Inc. Class A | 0.15% | 11,500 | $870K | Reduce -37.2% |
| DUK Duke Energy Corp. | 0.15% | 8,011 | $863K | Reduce -0.4% |
| PML PIMCO Municipal Income FD II | 0.15% | 106,447 | $861K | Add +1.7% |
| ORCL Oracle Corp. | 0.14% | 5,041 | $840K | Reduce -5.0% |
| CAT Caterpillar Inc. | 0.14% | 2,270 | $823K | Reduce -12.1% |
| CAH Cardinal Health Inc. | 0.14% | 6,844 | $809K | Reduce -0.7% |
| FISV Fiserv Inc. | 0.14% | 3,911 | $803K | Reduce -2.1% |
| VMI Valmont Industries | 0.13% | 2,599 | $797K | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.13% | 1,326 | $777K | Add +8.1% |
| NEE Nextera Energy Inc. | 0.13% | 10,756 | $771K | Reduce -1.7% |
| CLX Clorox Company | 0.12% | 4,512 | $733K | Reduce -1.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 16,658 | $732K | Reduce -1.1% |
| PFE Pfizer Inc. | 0.12% | 25,851 | $686K | Add +14.4% |
| GOOG Alphabet Inc. Class C | 0.11% | 3,484 | $664K | Reduce -16.2% |
| PSX Phillips 66 | 0.10% | 5,414 | $617K | Add +0.1% |
| FTNT Fortinet Inc. | 0.10% | 6,479 | $612K | Reduce -2.6% |
| AVGO Broadcom Inc. | 0.10% | 2,586 | $599K | Reduce -7.3% |
| SYK Stryker Corp. | 0.10% | 1,621 | $584K | Add +5.6% |
| COST Costco Wholesale Corp. | 0.10% | 634 | $581K | Reduce -3.6% |
| MDY State Street SPDR S&P Midcap | 0.10% | 1,012 | $576K | Add +0.1% |
| UNP Union Pacific Corp. | 0.10% | 2,525 | $576K | Add +2.4% |
| IWF iShares Russell 1000 Growth | 0.09% | 1,355 | $544K | Add +0.4% |
| ABCB Ameris Bancorp | 0.09% | 8,495 | $532K | Reduce -0.8% |
| IWR iShares Russell Mid-Cap ETF | 0.09% | 5,998 | $530K | No change |
| IWB iShares Russell 1000 ETF | 0.09% | 1,624 | $523K | Add +0.3% |
| GLD SPDR Gold Shares | 0.09% | 2,159 | $523K | Add +3.0% |
| HD Home Depot Inc. | 0.09% | 1,324 | $515K | Add +0.8% |
Portfolio Sells Q3 2024 → Q4 2024
| DG Dollar General Corp. | Reduce -6.7% | 1.70% | −0.35 |
| LOW Lowe's Cos Inc. | Reduce -1.7% | 2.58% | −0.33 |
| ABBV Abbvie Inc. | Reduce -0.5% | 2.52% | −0.32 |
| UNH Unitedhealth Group Inc. | Reduce -0.0% | 1.83% | −0.31 |
| LHX L3HARRIS Technologies Inc. | Reduce -0.3% | 1.61% | −0.23 |
| VXUS Vanguard Total Intl Stock | Sold out | 0.00% | −0.18 |
| FLO Flowers Foods Inc. | Reduce -8.6% | 0.68% | −0.16 |
| COP Conocophillips | Reduce -4.8% | 1.25% | −0.16 |
| SWK Stanley Black & Decker Inc. | Reduce -4.7% | 0.33% | −0.15 |
| PRU Prudential Financial Inc. | Reduce -1.1% | 1.93% | −0.08 |
| DHR Danaher Corp. | Reduce -0.8% | 0.34% | −0.08 |
| ADM Archer-Daniels-Midland Co. | Reduce -12.7% | 0.19% | −0.07 |
| WM Waste Management Inc. | Reduce -42.3% | 0.09% | −0.07 |
| IBM Intl Business Machines Corp. | Reduce -2.6% | 1.54% | −0.07 |
| SBUX Starbucks Corp. | Reduce -12.2% | 0.28% | −0.07 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.06 |
| EEM iShares MSCI Emerging Market | Reduce -0.1% | 0.42% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -6.5% | 0.20% | −0.04 |
| MET Metlife Inc. | Reduce -0.3% | 1.97% | −0.04 |
| VFH Vanguard Financials ETF | Sold out | 0.00% | −0.04 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.04 |
| VONV Vanguard Russell 1000 Value | Reduce -38.0% | 0.05% | −0.04 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.03 |
| IEI iShares 3-7 Year Treasury Bo | Sold out | 0.00% | −0.03 |
| CI The Cigna Group | Sold out | 0.00% | −0.03 |
| CAT Caterpillar Inc. | Reduce -12.1% | 0.14% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -4.4% | 0.58% | −0.03 |
| USB US Bancorp | Reduce -16.6% | 0.19% | −0.03 |
| NEE Nextera Energy Inc. | Reduce -1.7% | 0.13% | −0.03 |
| HOLX Hologic Inc. | Reduce -0.3% | 0.15% | −0.02 |
| F Ford Motor Co. | Sold out | 0.00% | −0.02 |
| ICE Intercontinental Exchange Inc. | Reduce -0.8% | 0.18% | −0.02 |
| D Dominion Energy Inc. | Reduce -17.3% | 0.05% | −0.02 |
| MCD McDonald's Corp. | Reduce -0.6% | 0.24% | −0.02 |
| GPC Genuine Parts Co. | Reduce -7.3% | 0.05% | −0.01 |
| BDX Becton Dickinson and Co. | Reduce -23.8% | 0.03% | −0.01 |
| BIV Vanguard Intermediate-Term B | Reduce -9.3% | 0.08% | −0.01 |
| DUK Duke Energy Corp. | Reduce -0.4% | 0.15% | −0.01 |
| ORCL Oracle Corp. | Reduce -5.0% | 0.14% | −0.01 |
| GILD Gilead Sciences Inc. | Reduce -11.7% | 0.26% | −0.01 |
| INTC Intel Corp. | Reduce -3.8% | 0.04% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -2.8% | 0.56% | −0.01 |
| GIS General Mills Inc. | Reduce -1.1% | 0.05% | −0.01 |
| DANIMER SCIENTIFIC INC | Sold out | 0.00% | −0.01 |
| MKL Markel Group Inc. | Reduce -18.4% | 0.06% | −0.01 |
| PFF iShares Preferred & Income S | Reduce -3.7% | 0.07% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.4% | 0.71% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -16.2% | 0.11% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -9.2% | 0.31% | −0.01 |
| BP BP PLC-Spons ADR | Reduce -0.8% | 0.06% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| KVUE Kenvue Inc. | New | 1.97% | +1.97 |
| SCHW Schwab (charles) Corp. | Add +1.5% | 2.24% | +0.29 |
| CSCO Cisco Systems Inc. | Add +0.5% | 1.98% | +0.19 |
| HON Honeywell International Inc. | Add +0.4% | 2.15% | +0.17 |
| V Visa Inc. Class A | Add +0.9% | 1.06% | +0.14 |
| C Citigroup Inc. | Add +0.1% | 1.01% | +0.10 |
| TSLA Tesla Inc. | Add +86.0% | 0.16% | +0.10 |
| DXCM Dexcom Inc. | New | 0.08% | +0.08 |
| WMT Walmart Inc. | Add +0.1% | 0.70% | +0.07 |
| SNA Snap-on Inc. | New | 0.04% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.8% | 1.94% | +0.04 |
| NVDA Nvidia Corp. | Add +6.8% | 0.23% | +0.03 |
| DE Deere & Co. | Add +0.7% | 2.43% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +0.5% | 0.24% | +0.03 |
| CVX Chevron Corp. | Add +8.5% | 0.48% | +0.03 |
| MPC Marathon Petroleum Corp. | Add +63.8% | 0.06% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +21.9% | 0.08% | +0.02 |
| GPN Global Payments Inc. | Add +0.1% | 0.16% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.1% | 0.30% | +0.01 |
| META Meta Platforms Inc. Class A | Add +8.1% | 0.13% | +0.01 |
| BKNG Booking Holdings Inc. | Add +4.9% | 0.05% | +0.01 |
| MS Morgan Stanley | Add +0.1% | 0.05% | +0.01 |
| VMI Valmont Industries | Add +0.2% | 0.13% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +0.4% | 0.09% | +0.01 |
| FBMS First Bancshares Inc. | Add +0.1% | 0.06% | +0.00 |
| PFE Pfizer Inc. | Add +14.4% | 0.12% | +0.00 |
| SYK Stryker Corp. | Add +5.6% | 0.10% | +0.00 |
| FDX FedEx Corp. | Add +8.5% | 0.04% | +0.00 |
| EIM Eaton Vance Municipal Bond | Add +9.8% | 0.05% | +0.00 |
| IWB iShares Russell 1000 ETF | Add +0.3% | 0.09% | +0.00 |
| GLD SPDR Gold Shares | Add +3.0% | 0.09% | +0.00 |
| TJX TJX Companies Inc. | Add +0.1% | 0.05% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +0.1% | 0.05% | −0.00 |
| NOC Northrop Grumman Corp. | Add +11.3% | 0.04% | −0.00 |
| MDY State Street SPDR S&P Midcap | Add +0.1% | 0.10% | −0.00 |
| BDJ BlackRock Enhanced Eqty DVD | Add +0.5% | 0.02% | −0.00 |
| PM Philip Morris International | Add +0.8% | 0.17% | −0.00 |
| TGT Target Corp. | Add +11.6% | 0.04% | −0.00 |
| RTX RTX Corp. | Add +1.8% | 0.08% | −0.00 |
| QCOM Qualcomm Inc. | Add +4.5% | 0.05% | −0.00 |
| TSCO Tractor Supply Company | Add +3.6% | 0.05% | −0.00 |
| HD Home Depot Inc. | Add +0.8% | 0.09% | −0.00 |
| UNP Union Pacific Corp. | Add +2.4% | 0.10% | −0.01 |
| PG The Procter & Gamble Co. | Add +1.7% | 0.25% | −0.01 |
| IRM Iron Mountain Inc. | Add +0.0% | 0.05% | −0.01 |
| CMCSA Comcast Corp. Class A | Add +0.5% | 0.06% | −0.01 |
| XPMQX PIMCO Muni Income Fund III | Add +0.2% | 0.06% | −0.01 |
| CL Colgate-Palmolive Co. | Add +0.2% | 0.06% | −0.01 |
| ADBE Adobe Inc. | Add +2.8% | 0.07% | −0.01 |
| PSX Phillips 66 | Add +0.1% | 0.10% | −0.02 |
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 |