Allen Mooney & Barnes Investment Advisors LLC

Name: Allen Mooney & Barnes Investment Advisors LLC 13F holdings, Q2 2025
Creator: Allen Mooney & Barnes Investment Advisors LLC
Published: 2025-07-08

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

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%
CLX Clorox Company	0.09%	4,476	$537K	Reduce -0.9%
DXCM Dexcom Inc.	0.09%	6,056	$529K	Add +1.9%
OZK Bank Ozk	0.09%	11,088	$522K	No change
MET Metlife Inc.	0.08%	6,407	$515K	Reduce -95.6%
HD Home Depot Inc.	0.08%	1,386	$508K	Add +2.3%
MKL Markel Group Inc.	0.08%	247	$493K	Add +11.3%
VUG Vanguard Mrngstar GR ETF-Sui	0.08%	1,094	$480K	Reduce -1.2%
PFF iShares Preferred & Income S	0.08%	15,552	$477K	Add +8.9%
BIV Vanguard Intermediate-Term B	0.08%	6,134	$474K	Reduce -2.9%
UNP Union Pacific Corp.	0.08%	2,036	$468K	Reduce -8.9%
MPC Marathon Petroleum Corp.	0.07%	2,605	$433K	Add +0.2%
SBUX Starbucks Corp.	0.06%	4,133	$379K	Reduce -77.7%
QCOM Qualcomm Inc.	0.06%	2,369	$377K	Add +24.9%
DG Dollar General Corp.	0.06%	3,250	$372K	Reduce -97.7%
BKNG Booking Holdings Inc.	0.06%	64	$371K	Reduce -3.0%
BP BP PLC-Spons ADR	0.06%	12,142	$363K	Add +0.1%
RNST Renasant Corp.	0.06%	10,103	$363K	New
XPMQX PIMCO Muni Income Fund III	0.06%	52,307	$359K	Add +0.2%
MMM 3M Co.	0.06%	2,351	$358K	Reduce -0.3%
VGT Vanguard Info Tech ETF	0.06%	533	$354K	Reduce -3.3%
KKR KKR & Co. Inc.	0.06%	2,630	$350K	No change
EIM Eaton Vance Municipal Bond	0.06%	35,791	$346K	Add +14.2%
CL Colgate-Palmolive Co.	0.06%	3,739	$340K	No change
D Dominion Energy Inc.	0.06%	5,975	$338K	No change
VONV Vanguard Russell 1000 Value	0.05%	3,883	$331K	Add +0.5%
WFC Wells Fargo & Co.	0.05%	4,079	$327K	Reduce -0.3%
IWM iShares Russell 2000 ETF	0.05%	1,470	$317K	Add +0.1%
MS Morgan Stanley	0.05%	2,200	$310K	Reduce -10.1%
CMCSA Comcast Corp. Class A	0.05%	8,571	$306K	Reduce -13.2%
GPC Genuine Parts Co.	0.05%	2,515	$305K	Add +0.1%
EMR Emerson Electric Co.	0.05%	2,214	$295K	Add +0.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.05%	2,328	$287K	Add +0.2%
ALL Allstate Corp.	0.05%	1,396	$281K	Reduce -19.8%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL	0.05%	2,700	$277K	Add +0.1%
TSCO Tractor Supply Company	0.04%	5,148	$272K	Reduce -10.1%
GNRC Generac Holdings Inc.	0.04%	1,694	$243K	Add +1.9%
SNA Snap-on Inc.	0.04%	766	$238K	Add +0.4%
GM General Motors Co.	0.04%	4,839	$238K	No change
NOC Northrop Grumman Corp.	0.04%	474	$237K	Reduce -0.4%
GIS General Mills Inc.	0.04%	4,508	$234K	Add +0.6%
XLF SS Financial Select Sector	0.04%	4,398	$230K	Add +0.2%
FDX FedEx Corp.	0.04%	1,012	$230K	Add +9.3%
OKE Oneok Inc.	0.04%	2,800	$229K	No change
VHT Vanguard Health Care ETF	0.04%	910	$226K	No change
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO	0.04%	700	$224K	Reduce -6.5%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP	0.04%	2,407	$219K	Add +0.5%
VXUS Vanguard Total Intl Stock	0.03%	3,011	$208K	New
ABT Abbott Laboratories	0.03%	1,528	$208K	Add +0.1%
NFLX Netflix Inc.	0.03%	153	$205K	New
IEI iShares 3-7 Year Treasury Bo	0.03%	1,714	$204K	Add +0.1%
F Ford Motor Co. filed as FORD MTR CO	0.02%	11,918	$129K	New
BDJ BlackRock Enhanced Eqty DVD	0.02%	13,419	$119K	Add +0.6%
XJQCX Nuveen Credit Strategies Inc.	0.01%	14,601	$79K	No change

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