Allen Mooney & Barnes Investment Advisors LLC

Name: Allen Mooney & Barnes Investment Advisors LLC 13F holdings, Q4 2024
Creator: Allen Mooney & Barnes Investment Advisors LLC
Published: 2025-01-14

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

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%
WM Waste Management Inc.	0.09%	2,496	$504K	Reduce -42.3%
DFS Discover Financial Services	0.08%	2,900	$502K	No change
RTX RTX Corp.	0.08%	4,331	$501K	Add +1.8%
OZK Bank Ozk	0.08%	11,088	$494K	No change
IVV iShares Core S&P 500 ETF	0.08%	814	$479K	No change
DXCM Dexcom Inc.	0.08%	6,132	$477K	New
BIV Vanguard Intermediate-Term B	0.08%	6,320	$472K	Reduce -9.3%
VUG Vanguard Mrngstar GR ETF-Sui	0.08%	1,093	$449K	Add +21.9%
VGT Vanguard Info Tech ETF	0.07%	713	$443K	No change
ADBE Adobe Inc.	0.07%	962	$428K	Add +2.8%
PFF iShares Preferred & Income S	0.07%	13,242	$416K	Reduce -3.7%
KKR KKR & Co. Inc.	0.07%	2,630	$389K	No change
XPMQX PIMCO Muni Income Fund III	0.06%	52,117	$384K	Add +0.2%
MKL Markel Group Inc.	0.06%	222	$383K	Reduce -18.4%
CMCSA Comcast Corp. Class A	0.06%	9,875	$371K	Add +0.5%
BP BP PLC-Spons ADR	0.06%	12,519	$370K	Reduce -0.8%
MPC Marathon Petroleum Corp.	0.06%	2,591	$362K	Add +63.8%
FBMS First Bancshares Inc.	0.06%	10,035	$351K	Add +0.1%
CL Colgate-Palmolive Co.	0.06%	3,729	$339K	Add +0.2%
ALL Allstate Corp.	0.06%	1,740	$336K	No change
IWM iShares Russell 2000 ETF	0.05%	1,467	$324K	Add +0.1%
D Dominion Energy Inc.	0.05%	5,975	$322K	Reduce -17.3%
MS Morgan Stanley	0.05%	2,554	$321K	Add +0.1%
BKNG Booking Holdings Inc.	0.05%	64	$318K	Add +4.9%
EIM Eaton Vance Municipal Bond	0.05%	30,265	$314K	Add +9.8%
VONV Vanguard Russell 1000 Value	0.05%	3,846	$313K	Reduce -38.0%
MMM 3M Co.	0.05%	2,400	$310K	Reduce -0.2%
TSCO Tractor Supply Company	0.05%	5,723	$304K	Add +3.6%
QCOM Qualcomm Inc.	0.05%	1,916	$294K	Add +4.5%
GPC Genuine Parts Co.	0.05%	2,510	$293K	Reduce -7.3%
WFC Wells Fargo & Co.	0.05%	4,149	$291K	Reduce -0.7%
GIS General Mills Inc.	0.05%	4,459	$284K	Reduce -1.1%
OKE Oneok Inc.	0.05%	2,800	$281K	No change
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.05%	2,320	$280K	Add +0.1%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL	0.05%	2,597	$273K	Add +0.0%
GNRC Generac Holdings Inc.	0.05%	1,729	$268K	Reduce -4.0%
TGT Target Corp.	0.04%	1,937	$262K	Add +11.6%
GM General Motors Co.	0.04%	4,839	$258K	No change
EMR Emerson Electric Co.	0.04%	2,068	$256K	No change
INTC Intel Corp.	0.04%	12,309	$247K	Reduce -3.8%
SNA Snap-on Inc.	0.04%	713	$242K	New
FDX FedEx Corp.	0.04%	858	$241K	Add +8.5%
VHT Vanguard Health Care ETF	0.04%	910	$231K	No change
XLF SS Financial Select Sector	0.04%	4,394	$212K	Reduce -1.1%
NOC Northrop Grumman Corp.	0.04%	452	$212K	Add +11.3%
BDX Becton Dickinson and Co.	0.03%	909	$206K	Reduce -23.8%
ABT Abbott Laboratories	0.03%	1,770	$200K	Reduce -0.8%
BDJ BlackRock Enhanced Eqty DVD	0.02%	13,276	$110K	Add +0.5%
XJQCX Nuveen Credit Strategies Inc.	0.01%	14,601	$83K	No change

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