Allen Mooney & Barnes Investment Advisors LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 8, 2025), Allen Mooney & Barnes Investment Advisors LLC reported 153 stock positions worth $608.9 million. Its top holding was Meta Platforms Class A (META) at 4.7% of the portfolio, followed by Apple (AAPL, 4.6%) and Alphabet Class A (GOOGL, 4.1%). Compared with Q1 2025, it opened 6 new positions, sold out of 7, added to 79 and reduced 51. The biggest buy was Meta Platforms Class A (META, shares +89%) and the biggest sale Deere (DE, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- THOMASVILLE, GA
- CIK
- 0002001461
- Portfolio Value
- $608.9M (Q2 2025)
- SEC Filing
- 0001213900-25-061990 ↗ filed Jul 8, 2025
Holdings Value
Holdings 153 stocks · $608.9M
| META Meta Platforms Inc. Class A | 4.68% | 38,617 | $28.5M | Add +89.0% |
| AAPL Apple Inc. | 4.65% | 137,928 | $28.3M | Add +1.3% |
| GOOGL Alphabet Inc. Class A | 4.11% | 141,850 | $25.0M | Add +0.3% |
| MSFT Microsoft Corp. | 3.86% | 47,252 | $23.5M | Add +1.0% |
| JPM JPMorgan Chase & Co. | 3.78% | 79,452 | $23.0M | Add +0.9% |
| AXP American Express Co. | 3.49% | 66,587 | $21.2M | Reduce -0.7% |
| XOM Exxon Mobil Corp. | 2.89% | 163,319 | $17.6M | Add +1.3% |
| SCHW Schwab (charles) Corp. | 2.73% | 181,949 | $16.6M | Reduce -0.8% |
| CG The Carlyle Group Inc. | 2.65% | 314,434 | $16.2M | Add +2.6% |
| ABBV Abbvie Inc. | 2.61% | 85,492 | $15.9M | Add +1.1% |
| AMZN Amazon.com Inc. | 2.59% | 72,018 | $15.8M | Add +1.8% |
| AEP American Electric Power | 2.54% | 148,889 | $15.4M | Add +0.4% |
| LYB Lyondellbasell Indu Class A | 2.37% | 249,852 | $14.5M | Add +69.2% |
| LOW Lowe's Cos Inc. | 2.37% | 64,910 | $14.4M | Add +1.6% |
| CSCO Cisco Systems Inc. | 2.29% | 200,898 | $13.9M | Add +0.5% |
| HON Honeywell International Inc. | 2.26% | 59,104 | $13.8M | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.19% | 21,585 | $13.3M | Add +5.4% |
| UNH Unitedhealth Group Inc. | 2.10% | 41,062 | $12.8M | Add +79.2% |
| CMI Cummins Inc. | 2.07% | 38,417 | $12.6M | Add +1.7% |
| CNC Centene Corp. | 2.00% | 224,169 | $12.2M | Add +0.8% |
| LHX L3HARRIS Technologies Inc. | 1.96% | 47,517 | $11.9M | Add +0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.96% | 40,414 | $11.9M | Reduce -0.2% |
| KVUE Kenvue Inc. | 1.95% | 567,656 | $11.9M | Add +0.6% |
| MDT Medtronic PLC | 1.94% | 135,812 | $11.8M | Add +1.1% |
| MO Altria Group Inc. | 1.82% | 189,274 | $11.1M | Reduce -0.6% |
| PRU Prudential Financial Inc. | 1.74% | 98,857 | $10.6M | Add +0.0% |
| EPD Enterprise Products Partners | 1.74% | 341,630 | $10.6M | Reduce -1.1% |
| EFX Equifax Inc. | 1.22% | 28,705 | $7.4M | No change |
| EOG EOG Resources Inc. | 1.22% | 61,877 | $7.4M | New |
| C Citigroup Inc. | 1.19% | 85,061 | $7.2M | Add +0.4% |
| AFL Aflac Inc. | 1.14% | 65,956 | $7.0M | Add +0.6% |
| T AT&T Inc. | 1.14% | 239,664 | $6.9M | Add +0.1% |
| V Visa Inc. Class A | 1.10% | 18,811 | $6.7M | Add +0.0% |
| PEP Pepsico Inc. | 1.09% | 50,152 | $6.6M | Add +3.8% |
| EFA iShares MSCI Eafe ETF | 1.06% | 71,911 | $6.4M | Add +0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.03% | 50,649 | $6.3M | Reduce -0.2% |
| AMAT Applied Materials Inc. | 0.86% | 28,718 | $5.3M | Reduce -0.0% |
| WMT Walmart Inc. | 0.74% | 46,323 | $4.5M | Add +0.3% |
| VOO Vanguard S&P 500 ETF | 0.69% | 7,371 | $4.2M | Reduce -5.0% |
| LLY Eli Lilly & Co. | 0.68% | 5,278 | $4.1M | Reduce -1.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.66% | 16,906 | $4.0M | Reduce -3.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.61% | 13,167 | $3.7M | No change |
| FLO Flowers Foods Inc. | 0.51% | 193,928 | $3.1M | Reduce -0.4% |
| KO The Coca-Cola Co. | 0.48% | 41,646 | $2.9M | Add +1.1% |
| EEM iShares MSCI Emerging Market | 0.47% | 58,827 | $2.8M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.44% | 5,525 | $2.7M | Add +0.7% |
| CVX Chevron Corp. | 0.42% | 17,888 | $2.6M | Reduce -8.1% |
| SO The Southern Co. | 0.39% | 25,637 | $2.4M | Reduce -0.0% |
| ADBE Adobe Inc. | 0.35% | 5,512 | $2.1M | Add +485.1% |
| USB US Bancorp | 0.32% | 43,054 | $1.9M | Add +0.2% |
| MRK Merck & Co. Inc. | 0.32% | 24,276 | $1.9M | Add +4.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 3,458 | $1.9M | Reduce -1.1% |
| GILD Gilead Sciences Inc. | 0.30% | 16,626 | $1.8M | Add +0.0% |
| DHR Danaher Corp. | 0.29% | 8,872 | $1.8M | Add +0.0% |
| GS Goldman Sachs Group Inc. | 0.29% | 2,464 | $1.7M | Add +1.4% |
| PLTR Palantir Technologies Inc. Class A | 0.28% | 12,659 | $1.7M | Reduce -9.7% |
| NVDA Nvidia Corp. | 0.28% | 10,883 | $1.7M | Reduce -4.1% |
| BMY Bristol-Myers Squibb Co. | 0.26% | 33,772 | $1.6M | Add +1.7% |
| TFC Truist Financial Corp. | 0.23% | 32,669 | $1.4M | Add +11.9% |
| MCD McDonald's Corp. | 0.23% | 4,724 | $1.4M | Add +0.2% |
| PG The Procter & Gamble Co. | 0.23% | 8,662 | $1.4M | Reduce -4.0% |
| ICE Intercontinental Exchange Inc. | 0.22% | 7,298 | $1.3M | Add +0.6% |
| JNJ Johnson & Johnson | 0.21% | 8,462 | $1.3M | Reduce -0.1% |
| PM Philip Morris International | 0.20% | 6,805 | $1.2M | Add +0.2% |
| ADM Archer-Daniels-Midland Co. | 0.20% | 23,140 | $1.2M | Add +0.2% |
| CAH Cardinal Health Inc. | 0.18% | 6,610 | $1.1M | Reduce -2.1% |
| SWK Stanley Black & Decker Inc. | 0.18% | 15,980 | $1.1M | Reduce -35.7% |
| DE Deere & Co. | 0.16% | 1,894 | $963K | Reduce -94.5% |
| BNDX Vanguard Total Intl Bond ETF | 0.16% | 19,097 | $945K | No change |
| DUK Duke Energy Corp. | 0.15% | 7,971 | $941K | Reduce -0.7% |
| TSLA Tesla Inc. | 0.15% | 2,945 | $936K | Add +11.1% |
| ORCL Oracle Corp. | 0.15% | 4,164 | $910K | Reduce -16.9% |
| VMI Valmont Industries | 0.15% | 2,725 | $890K | Reduce -4.2% |
| BLK BlackRock Inc. | 0.14% | 797 | $836K | Reduce -94.9% |
| CAT Caterpillar Inc. | 0.14% | 2,123 | $824K | Reduce -1.7% |
| PML PIMCO Municipal Income FD II | 0.14% | 110,506 | $823K | Add +2.1% |
| COF Capital One Financial Corp. | 0.13% | 3,727 | $793K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 16,419 | $777K | Add +4.6% |
| HOLX Hologic Inc. | 0.13% | 11,754 | $766K | Reduce -4.2% |
| NEE Nextera Energy Inc. | 0.12% | 10,747 | $746K | Add +0.0% |
| FISV Fiserv Inc. | 0.11% | 3,911 | $674K | No change |
| SYK Stryker Corp. | 0.11% | 1,690 | $669K | Reduce -1.5% |
| RTX RTX Corp. | 0.11% | 4,559 | $666K | Add +2.8% |
| FTNT Fortinet Inc. | 0.11% | 6,247 | $660K | No change |
| GPN Global Payments Inc. | 0.11% | 8,241 | $660K | Add +1.4% |
| GLD SPDR Gold Shares | 0.11% | 2,159 | $658K | No change |
| PSX Phillips 66 | 0.11% | 5,471 | $653K | Add +0.1% |
| VZ Verizon Communications Inc. | 0.10% | 14,701 | $636K | Reduce -51.7% |
| PFE Pfizer Inc. | 0.10% | 26,120 | $633K | Reduce -0.5% |
| COST Costco Wholesale Corp. | 0.10% | 624 | $618K | Reduce -1.6% |
| AVGO Broadcom Inc. | 0.10% | 2,234 | $616K | Reduce -5.9% |
| GOOG Alphabet Inc. Class C | 0.10% | 3,449 | $612K | Add +6.6% |
| IVV iShares Core S&P 500 ETF | 0.10% | 947 | $588K | Reduce -0.9% |
| IWR iShares Russell Mid-Cap ETF | 0.10% | 6,333 | $582K | No change |
| MDY State Street SPDR S&P Midcap | 0.09% | 1,015 | $575K | Add +0.1% |
| IWF iShares Russell 1000 Growth | 0.09% | 1,353 | $574K | Add +0.1% |
| WM Waste Management Inc. | 0.09% | 2,442 | $559K | Add +0.1% |
| IWB iShares Russell 1000 ETF | 0.09% | 1,632 | $554K | Add +0.3% |
| ABCB Ameris Bancorp | 0.09% | 8,495 | $550K | No change |
| COP Conocophillips | 0.09% | 6,002 | $539K | Reduce -92.4% |
Portfolio Sells Q1 2025 → Q2 2025
| DE Deere & Co. | Reduce -94.5% | 0.16% | −2.46 |
| BLK BlackRock Inc. | Reduce -94.9% | 0.14% | −2.27 |
| DG Dollar General Corp. | Reduce -97.7% | 0.06% | −1.92 |
| MET Metlife Inc. | Reduce -95.6% | 0.08% | −1.83 |
| COP Conocophillips | Reduce -92.4% | 0.09% | −1.27 |
| SBUX Starbucks Corp. | Reduce -77.7% | 0.06% | −0.23 |
| IWV iShares Russell 3000 ETF | Sold out | 0.00% | −0.22 |
| EPD Enterprise Products Partners | Reduce -1.1% | 1.74% | −0.18 |
| SWK Stanley Black & Decker Inc. | Reduce -35.7% | 0.18% | −0.13 |
| VZ Verizon Communications Inc. | Reduce -51.7% | 0.10% | −0.12 |
| CVX Chevron Corp. | Reduce -8.1% | 0.42% | −0.11 |
| FLO Flowers Foods Inc. | Reduce -0.4% | 0.51% | −0.09 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.08 |
| FBMS First Bancshares Inc. | Sold out | 0.00% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -1.1% | 0.68% | −0.04 |
| INTC Intel Corp. | Sold out | 0.00% | −0.04 |
| MO Altria Group Inc. | Reduce -0.6% | 1.82% | −0.04 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.03 |
| WELL Welltower Inc. | Sold out | 0.00% | −0.03 |
| TGT Target Corp. | Sold out | 0.00% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -4.0% | 0.23% | −0.02 |
| CLX Clorox Company | Reduce -0.9% | 0.09% | −0.02 |
| JNJ Johnson & Johnson | Reduce -0.1% | 0.21% | −0.02 |
| ALL Allstate Corp. | Reduce -19.8% | 0.05% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -13.2% | 0.05% | −0.01 |
| UNP Union Pacific Corp. | Reduce -8.9% | 0.08% | −0.01 |
| TSCO Tractor Supply Company | Reduce -10.1% | 0.04% | −0.01 |
| AJG Arthur J Gallagher & Co. | Reduce -6.5% | 0.04% | −0.01 |
| DUK Duke Energy Corp. | Reduce -0.7% | 0.15% | −0.00 |
| PFE Pfizer Inc. | Reduce -0.5% | 0.10% | −0.00 |
| BIV Vanguard Intermediate-Term B | Reduce -2.9% | 0.08% | −0.00 |
| NOC Northrop Grumman Corp. | Reduce -0.4% | 0.04% | −0.00 |
| MMM 3M Co. | Reduce -0.3% | 0.06% | +0.00 |
| HOLX Hologic Inc. | Reduce -4.2% | 0.13% | +0.00 |
| SO The Southern Co. | Reduce -0.0% | 0.39% | +0.00 |
| COST Costco Wholesale Corp. | Reduce -1.6% | 0.10% | +0.00 |
| MS Morgan Stanley | Reduce -10.1% | 0.05% | +0.00 |
| WFC Wells Fargo & Co. | Reduce -0.3% | 0.05% | +0.01 |
| SYK Stryker Corp. | Reduce -1.5% | 0.11% | +0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -0.9% | 0.10% | +0.01 |
| VGT Vanguard Info Tech ETF | Reduce -3.3% | 0.06% | +0.01 |
| BKNG Booking Holdings Inc. | Reduce -3.0% | 0.06% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.2% | 0.08% | +0.01 |
| VMI Valmont Industries | Reduce -4.2% | 0.15% | +0.01 |
| CAT Caterpillar Inc. | Reduce -1.7% | 0.14% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.4% | 0.66% | +0.03 |
| CAH Cardinal Health Inc. | Reduce -2.1% | 0.18% | +0.03 |
| ORCL Oracle Corp. | Reduce -16.9% | 0.15% | +0.04 |
| AVGO Broadcom Inc. | Reduce -5.9% | 0.10% | +0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -5.0% | 0.69% | +0.04 |
Portfolio Buys Q1 2025 → Q2 2025
| META Meta Platforms Inc. Class A | Add +89.0% | 4.68% | +2.77 |
| EOG EOG Resources Inc. | New | 1.22% | +1.22 |
| MSFT Microsoft Corp. | Add +1.0% | 3.86% | +1.00 |
| LYB Lyondellbasell Indu Class A | Add +69.2% | 2.37% | +0.68 |
| JPM JPMorgan Chase & Co. | Add +0.9% | 3.78% | +0.64 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 4.11% | +0.55 |
| CG The Carlyle Group Inc. | Add +2.6% | 2.65% | +0.48 |
| AMZN Amazon.com Inc. | Add +1.8% | 2.59% | +0.41 |
| LHX L3HARRIS Technologies Inc. | Add +0.6% | 1.96% | +0.35 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.4% | 2.19% | +0.33 |
| ADBE Adobe Inc. | Add +485.1% | 0.35% | +0.29 |
| CSCO Cisco Systems Inc. | Add +0.5% | 2.29% | +0.28 |
| HON Honeywell International Inc. | Add +0.5% | 2.26% | +0.24 |
| C Citigroup Inc. | Add +0.4% | 1.19% | +0.21 |
| UNH Unitedhealth Group Inc. | Add +79.2% | 2.10% | +0.15 |
| CMI Cummins Inc. | Add +1.7% | 2.07% | +0.14 |
| COF Capital One Financial Corp. | New | 0.13% | +0.13 |
| EFA iShares MSCI Eafe ETF | Add +0.1% | 1.06% | +0.10 |
| WMT Walmart Inc. | Add +0.3% | 0.74% | +0.08 |
| GS Goldman Sachs Group Inc. | Add +1.4% | 0.29% | +0.07 |
| RNST Renasant Corp. | New | 0.06% | +0.06 |
| TSLA Tesla Inc. | Add +11.1% | 0.15% | +0.04 |
| T AT&T Inc. | Add +0.1% | 1.14% | +0.04 |
| TFC Truist Financial Corp. | Add +11.9% | 0.23% | +0.04 |
| VXUS Vanguard Total Intl Stock | New | 0.03% | +0.03 |
| NFLX Netflix Inc. | New | 0.03% | +0.03 |
| PM Philip Morris International | Add +0.2% | 0.20% | +0.03 |
| V Visa Inc. Class A | Add +0.0% | 1.10% | +0.03 |
| USB US Bancorp | Add +0.2% | 0.32% | +0.02 |
| F Ford Motor Co. | New | 0.02% | +0.02 |
| BAC Bank of America Corp. | Add +4.6% | 0.13% | +0.02 |
| DXCM Dexcom Inc. | Add +1.9% | 0.09% | +0.02 |
| ADM Archer-Daniels-Midland Co. | Add +0.2% | 0.20% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +6.6% | 0.10% | +0.02 |
| ICE Intercontinental Exchange Inc. | Add +0.6% | 0.22% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.09% | +0.01 |
| QCOM Qualcomm Inc. | Add +24.9% | 0.06% | +0.01 |
| RTX RTX Corp. | Add +2.8% | 0.11% | +0.01 |
| MKL Markel Group Inc. | Add +11.3% | 0.08% | +0.01 |
| IWB iShares Russell 1000 ETF | Add +0.3% | 0.09% | +0.01 |
| MPC Marathon Petroleum Corp. | Add +0.2% | 0.07% | +0.01 |
| EMR Emerson Electric Co. | Add +0.2% | 0.05% | +0.01 |
| IRM Iron Mountain Inc. | Add +0.1% | 0.05% | +0.01 |
| PFF iShares Preferred & Income S | Add +8.9% | 0.08% | +0.01 |
| MDY State Street SPDR S&P Midcap | Add +0.1% | 0.09% | +0.01 |
| EIM Eaton Vance Municipal Bond | Add +14.2% | 0.06% | +0.01 |
| GNRC Generac Holdings Inc. | Add +1.9% | 0.04% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +0.1% | 0.05% | +0.00 |
| KO The Coca-Cola Co. | Add +1.1% | 0.48% | +0.00 |
| BNY Bank of New York Mellon Corp. | Add +0.5% | 0.04% | +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 |