Allen Mooney & Barnes Investment Advisors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 16, 2025), Allen Mooney & Barnes Investment Advisors LLC reported 154 stock positions worth $615.0 million. Its top holding was Apple (AAPL) at 4.9% of the portfolio, followed by Alphabet Class A (GOOGL, 3.6%) and JPMorgan Chase (JPM, 3.1%). Compared with Q4 2024, it opened 6 new positions, sold out of 1, added to 80 and reduced 47. The biggest buy was a new position in Centene (CNC) and the biggest sale Apple (AAPL, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- THOMASVILLE, GA
- CIK
- 0002001461
- Portfolio Value
- $615.0M (Q1 2025)
- SEC Filing
- 0001213900-25-032270 ↗ filed Apr 16, 2025
Holdings Value
Holdings 154 stocks · $615.0M
| AAPL Apple Inc. | 4.92% | 136,231 | $30.3M | Reduce -17.6% |
| GOOGL Alphabet Inc. Class A | 3.56% | 141,460 | $21.9M | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 3.14% | 78,721 | $19.3M | Reduce -2.7% |
| XOM Exxon Mobil Corp. | 3.12% | 161,230 | $19.2M | Add +3.6% |
| AXP American Express Co. | 2.93% | 67,050 | $18.0M | Reduce -2.3% |
| ABBV Abbvie Inc. | 2.88% | 84,582 | $17.7M | Add +0.5% |
| MSFT Microsoft Corp. | 2.86% | 46,788 | $17.6M | Reduce -20.8% |
| AEP American Electric Power | 2.63% | 148,250 | $16.2M | Add +1.7% |
| DE Deere & Co. | 2.62% | 34,361 | $16.1M | Add +1.3% |
| LOW Lowe's Cos Inc. | 2.42% | 63,873 | $14.9M | Add +2.9% |
| BLK BlackRock Inc. | 2.40% | 15,626 | $14.8M | Add +2.6% |
| SCHW Schwab (charles) Corp. | 2.34% | 183,489 | $14.4M | Add +2.2% |
| KVUE Kenvue Inc. | 2.20% | 564,498 | $13.5M | Add +3.3% |
| CNC Centene Corp. | 2.19% | 222,337 | $13.5M | New |
| AMZN Amazon.com Inc. | 2.19% | 70,731 | $13.5M | Reduce -28.4% |
| CG The Carlyle Group Inc. | 2.17% | 306,361 | $13.4M | New |
| HON Honeywell International Inc. | 2.03% | 58,823 | $12.5M | Add +4.4% |
| CSCO Cisco Systems Inc. | 2.01% | 199,816 | $12.3M | Add +0.9% |
| DG Dollar General Corp. | 1.98% | 138,375 | $12.2M | Add +4.3% |
| MDT Medtronic PLC | 1.96% | 134,308 | $12.1M | Add +5.0% |
| UNH Unitedhealth Group Inc. | 1.95% | 22,911 | $12.0M | Add +6.7% |
| CMI Cummins Inc. | 1.93% | 37,788 | $11.8M | Add +1.3% |
| MET Metlife Inc. | 1.92% | 146,959 | $11.8M | Add +3.1% |
| EPD Enterprise Products Partners | 1.92% | 345,249 | $11.8M | Add +1.7% |
| META Meta Platforms Inc. Class A | 1.92% | 20,433 | $11.8M | Add +1441.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.86% | 20,487 | $11.5M | Add +4.4% |
| MO Altria Group Inc. | 1.86% | 190,366 | $11.4M | Reduce -0.1% |
| PRU Prudential Financial Inc. | 1.79% | 98,819 | $11.0M | Add +2.4% |
| LYB Lyondellbasell Indu Class A | 1.69% | 147,712 | $10.4M | Add +6.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.64% | 40,489 | $10.1M | Reduce -2.7% |
| LHX L3HARRIS Technologies Inc. | 1.61% | 47,228 | $9.9M | Add +3.8% |
| COP Conocophillips | 1.36% | 79,364 | $8.3M | Add +6.3% |
| AFL Aflac Inc. | 1.19% | 65,541 | $7.3M | Add +1.8% |
| PEP Pepsico Inc. | 1.18% | 48,299 | $7.2M | Add +6.1% |
| EFX Equifax Inc. | 1.14% | 28,705 | $7.0M | No change |
| T AT&T Inc. | 1.10% | 239,415 | $6.8M | Reduce -2.9% |
| V Visa Inc. Class A | 1.07% | 18,807 | $6.6M | Reduce -5.5% |
| C Citigroup Inc. | 0.98% | 84,756 | $6.0M | Reduce -0.6% |
| EFA iShares MSCI Eafe ETF | 0.96% | 71,862 | $5.9M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.81% | 50,743 | $5.0M | Add +1.0% |
| LLY Eli Lilly & Co. | 0.72% | 5,336 | $4.4M | Add +1.7% |
| AMAT Applied Materials Inc. | 0.68% | 28,729 | $4.2M | Add +1.7% |
| WMT Walmart Inc. | 0.66% | 46,207 | $4.1M | Add +0.9% |
| VOO Vanguard S&P 500 ETF | 0.65% | 7,757 | $4.0M | Add +25.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.63% | 17,507 | $3.9M | No change |
| FLO Flowers Foods Inc. | 0.60% | 194,663 | $3.7M | Add +0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.55% | 13,167 | $3.4M | Add +0.4% |
| CVX Chevron Corp. | 0.53% | 19,465 | $3.3M | Reduce -0.9% |
| KO The Coca-Cola Co. | 0.48% | 41,197 | $3.0M | Reduce -0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.48% | 5,486 | $2.9M | Reduce -2.8% |
| EEM iShares MSCI Emerging Market | 0.42% | 58,827 | $2.6M | Reduce -0.0% |
| SO The Southern Co. | 0.38% | 25,646 | $2.4M | Reduce -6.2% |
| MRK Merck & Co. Inc. | 0.34% | 23,291 | $2.1M | Add +0.9% |
| BMY Bristol-Myers Squibb Co. | 0.33% | 33,199 | $2.0M | Add +1.2% |
| SWK Stanley Black & Decker Inc. | 0.31% | 24,854 | $1.9M | Add +0.7% |
| GILD Gilead Sciences Inc. | 0.30% | 16,622 | $1.9M | Reduce -0.6% |
| SBUX Starbucks Corp. | 0.30% | 18,569 | $1.8M | Add +0.6% |
| DHR Danaher Corp. | 0.30% | 8,870 | $1.8M | Add +0.2% |
| USB US Bancorp | 0.29% | 42,972 | $1.8M | Add +85.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.27% | 3,498 | $1.6M | Reduce -1.0% |
| PG The Procter & Gamble Co. | 0.25% | 9,027 | $1.5M | Add +2.1% |
| MCD McDonald's Corp. | 0.24% | 4,715 | $1.5M | Reduce -2.3% |
| JNJ Johnson & Johnson | 0.23% | 8,469 | $1.4M | Add +2.3% |
| VZ Verizon Communications Inc. | 0.22% | 30,421 | $1.4M | Add +2.5% |
| IWV iShares Russell 3000 ETF | 0.22% | 4,203 | $1.3M | No change |
| GS Goldman Sachs Group Inc. | 0.22% | 2,429 | $1.3M | Reduce -0.2% |
| ICE Intercontinental Exchange Inc. | 0.20% | 7,257 | $1.3M | Reduce -1.4% |
| NVDA Nvidia Corp. | 0.20% | 11,345 | $1.2M | Add +10.8% |
| TFC Truist Financial Corp. | 0.20% | 29,205 | $1.2M | Reduce -2.6% |
| PLTR Palantir Technologies Inc. Class A | 0.19% | 14,016 | $1.2M | Add +21.9% |
| ADM Archer-Daniels-Midland Co. | 0.18% | 23,102 | $1.1M | Add +1.9% |
| PM Philip Morris International | 0.18% | 6,793 | $1.1M | Reduce -17.6% |
| DUK Duke Energy Corp. | 0.16% | 8,028 | $979K | Add +0.2% |
| BNDX Vanguard Total Intl Bond ETF | 0.15% | 19,097 | $932K | No change |
| CAH Cardinal Health Inc. | 0.15% | 6,754 | $930K | Reduce -1.3% |
| PML PIMCO Municipal Income FD II | 0.14% | 108,212 | $877K | Add +1.7% |
| FISV Fiserv Inc. | 0.14% | 3,911 | $864K | No change |
| VMI Valmont Industries | 0.13% | 2,844 | $812K | Add +9.4% |
| GPN Global Payments Inc. | 0.13% | 8,130 | $796K | Reduce -1.1% |
| NEE Nextera Energy Inc. | 0.12% | 10,743 | $762K | Reduce -0.1% |
| HOLX Hologic Inc. | 0.12% | 12,264 | $758K | Add +0.2% |
| CAT Caterpillar Inc. | 0.12% | 2,160 | $712K | Reduce -4.8% |
| ORCL Oracle Corp. | 0.11% | 5,013 | $701K | Reduce -0.6% |
| TSLA Tesla Inc. | 0.11% | 2,651 | $687K | Add +15.0% |
| PSX Phillips 66 | 0.11% | 5,466 | $675K | Add +1.0% |
| PFE Pfizer Inc. | 0.11% | 26,245 | $665K | Add +1.5% |
| CLX Clorox Company | 0.11% | 4,516 | $665K | Add +0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.11% | 15,692 | $655K | Reduce -5.8% |
| SYK Stryker Corp. | 0.10% | 1,715 | $639K | Add +5.8% |
| GLD SPDR Gold Shares | 0.10% | 2,159 | $622K | No change |
| FTNT Fortinet Inc. | 0.10% | 6,247 | $601K | Reduce -3.6% |
| COST Costco Wholesale Corp. | 0.10% | 634 | $600K | No change |
| RTX RTX Corp. | 0.10% | 4,434 | $587K | Add +2.4% |
| WM Waste Management Inc. | 0.09% | 2,440 | $565K | Reduce -2.2% |
| MDY State Street SPDR S&P Midcap | 0.09% | 1,014 | $541K | Add +0.2% |
| IWR iShares Russell Mid-Cap ETF | 0.09% | 6,333 | $539K | Add +5.6% |
| IVV iShares Core S&P 500 ETF | 0.09% | 956 | $537K | Add +17.4% |
| UNP Union Pacific Corp. | 0.09% | 2,234 | $528K | Reduce -11.5% |
| GOOG Alphabet Inc. Class C | 0.08% | 3,235 | $505K | Reduce -7.2% |
| IWB iShares Russell 1000 ETF | 0.08% | 1,628 | $499K | Add +0.3% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -17.6% | 4.92% | −2.06 |
| AMZN Amazon.com Inc. | Reduce -28.4% | 2.19% | −1.47 |
| MSFT Microsoft Corp. | Reduce -20.8% | 2.86% | −1.35 |
| GOOGL Alphabet Inc. Class A | Reduce -0.6% | 3.56% | −0.99 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.98 |
| AXP American Express Co. | Reduce -2.3% | 2.93% | −0.50 |
| JPM JPMorgan Chase & Co. | Reduce -2.7% | 3.14% | −0.13 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.0% | 0.27% | −0.04 |
| AVGO Broadcom Inc. | Reduce -8.2% | 0.06% | −0.04 |
| C Citigroup Inc. | Reduce -0.6% | 0.98% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -7.2% | 0.08% | −0.03 |
| ORCL Oracle Corp. | Reduce -0.6% | 0.11% | −0.03 |
| VGT Vanguard Info Tech ETF | Reduce -22.7% | 0.05% | −0.03 |
| GPN Global Payments Inc. | Reduce -1.1% | 0.13% | −0.03 |
| TFC Truist Financial Corp. | Reduce -2.6% | 0.20% | −0.02 |
| CAT Caterpillar Inc. | Reduce -4.8% | 0.12% | −0.02 |
| GS Goldman Sachs Group Inc. | Reduce -0.2% | 0.22% | −0.02 |
| BAC Bank of America Corp. | Reduce -5.8% | 0.11% | −0.02 |
| DXCM Dexcom Inc. | Reduce -3.1% | 0.07% | −0.01 |
| ADBE Adobe Inc. | Reduce -2.1% | 0.06% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -0.2% | 0.08% | −0.01 |
| UNP Union Pacific Corp. | Reduce -11.5% | 0.09% | −0.01 |
| GNRC Generac Holdings Inc. | Reduce -3.9% | 0.03% | −0.01 |
| MS Morgan Stanley | Reduce -4.2% | 0.05% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -0.1% | 0.12% | −0.01 |
| FTNT Fortinet Inc. | Reduce -3.6% | 0.10% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -1.0% | 0.05% | −0.00 |
| INTC Intel Corp. | Reduce -13.3% | 0.04% | −0.00 |
| WFC Wells Fargo & Co. | Reduce -1.4% | 0.05% | −0.00 |
| ABT Abbott Laboratories | Reduce -13.8% | 0.03% | −0.00 |
| XLF SS Financial Select Sector | Reduce -0.1% | 0.04% | −0.00 |
| EEM iShares MSCI Emerging Market | Reduce -0.0% | 0.42% | +0.00 |
| MCD McDonald's Corp. | Reduce -2.3% | 0.24% | +0.00 |
| SO The Southern Co. | Reduce -6.2% | 0.38% | +0.00 |
| MMM 3M Co. | Reduce -1.8% | 0.06% | +0.00 |
| BP BP PLC-Spons ADR | Reduce -3.1% | 0.07% | +0.00 |
| WM Waste Management Inc. | Reduce -2.2% | 0.09% | +0.01 |
| PM Philip Morris International | Reduce -17.6% | 0.18% | +0.01 |
| V Visa Inc. Class A | Reduce -5.5% | 1.07% | +0.01 |
| CAH Cardinal Health Inc. | Reduce -1.3% | 0.15% | +0.01 |
| ICE Intercontinental Exchange Inc. | Reduce -1.4% | 0.20% | +0.02 |
| GILD Gilead Sciences Inc. | Reduce -0.6% | 0.30% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.8% | 0.48% | +0.04 |
| KO The Coca-Cola Co. | Reduce -0.5% | 0.48% | +0.05 |
| CVX Chevron Corp. | Reduce -0.9% | 0.53% | +0.05 |
| IBM Intl Business Machines Corp. | Reduce -2.7% | 1.64% | +0.09 |
| T AT&T Inc. | Reduce -2.9% | 1.10% | +0.15 |
| MO Altria Group Inc. | Reduce -0.1% | 1.86% | +0.18 |
Portfolio Buys Q4 2024 → Q1 2025
| CNC Centene Corp. | New | 2.19% | +2.19 |
| CG The Carlyle Group Inc. | New | 2.17% | +2.17 |
| META Meta Platforms Inc. Class A | Add +1441.0% | 1.92% | +1.78 |
| AEP American Electric Power | Add +1.7% | 2.63% | +0.37 |
| ABBV Abbvie Inc. | Add +0.5% | 2.88% | +0.36 |
| XOM Exxon Mobil Corp. | Add +3.6% | 3.12% | +0.29 |
| DG Dollar General Corp. | Add +4.3% | 1.98% | +0.28 |
| MDT Medtronic PLC | Add +5.0% | 1.96% | +0.24 |
| KVUE Kenvue Inc. | Add +3.3% | 2.20% | +0.23 |
| DE Deere & Co. | Add +1.3% | 2.62% | +0.20 |
| EPD Enterprise Products Partners | Add +1.7% | 1.92% | +0.12 |
| UNH Unitedhealth Group Inc. | Add +6.7% | 1.95% | +0.12 |
| USB US Bancorp | Add +85.5% | 0.29% | +0.11 |
| COP Conocophillips | Add +6.3% | 1.36% | +0.11 |
| SCHW Schwab (charles) Corp. | Add +2.2% | 2.34% | +0.09 |
| VOO Vanguard S&P 500 ETF | Add +25.5% | 0.65% | +0.09 |
| AFL Aflac Inc. | Add +1.8% | 1.19% | +0.06 |
| PLTR Palantir Technologies Inc. Class A | Add +21.9% | 0.19% | +0.05 |
| AJG Arthur J Gallagher & Co. | New | 0.04% | +0.04 |
| LLY Eli Lilly & Co. | Add +1.7% | 0.72% | +0.03 |
| WELL Welltower Inc. | New | 0.03% | +0.03 |
| IEI iShares 3-7 Year Treasury Bo | New | 0.03% | +0.03 |
| BNY Bank of New York Mellon Corp. | New | 0.03% | +0.03 |
| CSCO Cisco Systems Inc. | Add +0.9% | 2.01% | +0.03 |
| JNJ Johnson & Johnson | Add +2.3% | 0.23% | +0.03 |
| VZ Verizon Communications Inc. | Add +2.5% | 0.22% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +1.2% | 0.33% | +0.02 |
| DUK Duke Energy Corp. | Add +0.2% | 0.16% | +0.01 |
| SBUX Starbucks Corp. | Add +0.6% | 0.30% | +0.01 |
| RTX RTX Corp. | Add +2.4% | 0.10% | +0.01 |
| PEP Pepsico Inc. | Add +6.1% | 1.18% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +17.4% | 0.09% | +0.01 |
| PSX Phillips 66 | Add +1.0% | 0.11% | +0.01 |
| SYK Stryker Corp. | Add +5.8% | 0.10% | +0.01 |
| NOC Northrop Grumman Corp. | Add +5.3% | 0.04% | +0.00 |
| ALL Allstate Corp. | Add +0.1% | 0.06% | +0.00 |
| PFF iShares Preferred & Income S | Add +7.8% | 0.07% | +0.00 |
| SNA Snap-on Inc. | Add +7.0% | 0.04% | +0.00 |
| MPC Marathon Petroleum Corp. | Add +0.3% | 0.06% | +0.00 |
| BDJ BlackRock Enhanced Eqty DVD | Add +0.5% | 0.02% | +0.00 |
| PG The Procter & Gamble Co. | Add +2.1% | 0.25% | 0.00 |
| CL Colgate-Palmolive Co. | Add +0.3% | 0.06% | −0.00 |
| GPC Genuine Parts Co. | Add +0.1% | 0.05% | −0.00 |
| VONV Vanguard Russell 1000 Value | Add +0.5% | 0.05% | −0.00 |
| TJX TJX Companies Inc. | Add +0.2% | 0.05% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Add +5.6% | 0.09% | −0.00 |
| EIM Eaton Vance Municipal Bond | Add +3.5% | 0.05% | −0.00 |
| VMI Valmont Industries | Add +9.4% | 0.13% | −0.00 |
| PML PIMCO Municipal Income FD II | Add +1.7% | 0.14% | −0.00 |
| CMCSA Comcast Corp. Class A | Add +0.0% | 0.06% | −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 |