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

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $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 $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 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%
HD Home Depot Inc. 0.08% 1,355 $497K Add +2.3%
DFS Discover Financial Services 0.08% 2,900 $495K No change
ABCB Ameris Bancorp 0.08% 8,495 $489K No change
IWF iShares Russell 1000 Growth 0.08% 1,352 $488K Reduce -0.2%
BIV Vanguard Intermediate-Term B 0.08% 6,320 $484K No change
OZK Bank Ozk 0.08% 11,088 $482K No change
PFF iShares Preferred & Income S 0.07% 14,278 $439K Add +7.8%
MKL Markel Group Inc. 0.07% 222 $415K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.07% 1,107 $410K Add +1.3%
BP BP PLC-Spons ADR 0.07% 12,135 $410K Reduce -3.1%
DXCM Dexcom Inc. 0.07% 5,941 $406K Reduce -3.1%
AVGO Broadcom Inc. 0.06% 2,373 $397K Reduce -8.2%
MPC Marathon Petroleum Corp. 0.06% 2,599 $379K Add +0.3%
XPMQX PIMCO Muni Income Fund III 0.06% 52,208 $374K Add +0.2%
CMCSA Comcast Corp. Class A 0.06% 9,877 $364K Add +0.0%
ADBE Adobe Inc. 0.06% 942 $361K Reduce -2.1%
ALL Allstate Corp. 0.06% 1,741 $360K Add +0.1%
CL Colgate-Palmolive Co. 0.06% 3,739 $350K Add +0.3%
MMM 3M Co. 0.06% 2,358 $346K Reduce -1.8%
FBMS First Bancshares Inc. 0.06% 10,072 $341K Add +0.4%
D Dominion Energy Inc. 0.05% 5,975 $335K No change
VONV Vanguard Russell 1000 Value 0.05% 3,864 $319K Add +0.5%
TSCO Tractor Supply Company 0.05% 5,723 $315K No change
EIM Eaton Vance Municipal Bond 0.05% 31,332 $312K Add +3.5%
KKR KKR & Co. Inc. 0.05% 2,630 $304K No change
BKNG Booking Holdings Inc. 0.05% 66 $304K Add +3.1%
GPC Genuine Parts Co. 0.05% 2,512 $299K Add +0.1%
VGT Vanguard Info Tech ETF 0.05% 551 $299K Reduce -22.7%
WFC Wells Fargo & Co. 0.05% 4,091 $294K Reduce -1.4%
IWM iShares Russell 2000 ETF 0.05% 1,468 $293K Add +0.1%
QCOM Qualcomm Inc. 0.05% 1,896 $291K Reduce -1.0%
MS Morgan Stanley 0.05% 2,447 $286K Reduce -4.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.05% 2,324 $283K Add +0.2%
OKE Oneok Inc. 0.05% 2,800 $278K No change
GIS General Mills Inc. 0.04% 4,483 $268K Add +0.5%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.04% 749 $259K New
SNA Snap-on Inc. 0.04% 763 $257K Add +7.0%
NOC Northrop Grumman Corp. 0.04% 476 $244K Add +5.3%
INTC Intel Corp. 0.04% 10,669 $242K Reduce -13.3%
EMR Emerson Electric Co. 0.04% 2,210 $242K Add +6.9%
VHT Vanguard Health Care ETF 0.04% 910 $241K No change
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.04% 2,698 $232K Add +3.9%
GM General Motors Co. 0.04% 4,839 $228K No change
FDX FedEx Corp. 0.04% 926 $226K Add +7.9%
XLF SS Financial Select Sector 0.04% 4,391 $219K Reduce -0.1%
GNRC Generac Holdings Inc. 0.03% 1,662 $210K Reduce -3.9%
BDX Becton Dickinson and Co. 0.03% 909 $208K No change
WELL Welltower Inc. 0.03% 1,323 $203K New
ABT Abbott Laboratories 0.03% 1,526 $202K Reduce -13.8%
IEI iShares 3-7 Year Treasury Bo 0.03% 1,712 $202K New
TGT Target Corp. 0.03% 1,938 $202K Add +0.1%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.03% 2,395 $201K New
BDJ BlackRock Enhanced Eqty DVD 0.02% 13,346 $115K Add +0.5%
XJQCX Nuveen Credit Strategies Inc. 0.01% 14,601 $79K No change

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

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