Allen Mooney & Barnes Investment Advisors LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 15, 2025), Allen Mooney & Barnes Investment Advisors LLC reported 157 stock positions worth $641.8 million. Its top holding was Apple (AAPL) at 5.3% of the portfolio, followed by Alphabet Class A (GOOGL, 3.8%) and Microsoft (MSFT, 3.7%). Compared with Q2 2025, it opened 8 new positions, sold out of 4, added to 59 and reduced 70. The biggest buy was a new position in Elevance Health (ELV) and the biggest sale Meta Platforms Class A (META, shares −42%).
- Most Recent 13F
- Q2 2026
- Location
- THOMASVILLE, GA
- CIK
- 0002001461
- Portfolio Value
- $641.8M (Q3 2025)
- SEC Filing
- 0001213900-25-099029 ↗ filed Oct 15, 2025
Holdings Value
Holdings 157 stocks · $641.8M
| AAPL Apple Inc. | 5.28% | 132,981 | $33.9M | Reduce -3.6% |
| GOOGL Alphabet Inc. Class A | 3.75% | 99,067 | $24.1M | Reduce -30.2% |
| MSFT Microsoft Corp. | 3.74% | 46,317 | $24.0M | Reduce -2.0% |
| ABBV Abbvie Inc. | 3.11% | 86,285 | $20.0M | Add +0.9% |
| XOM Exxon Mobil Corp. | 2.91% | 165,887 | $18.7M | Add +1.6% |
| JPM JPMorgan Chase & Co. | 2.91% | 59,239 | $18.7M | Reduce -25.4% |
| UNH Unitedhealth Group Inc. | 2.74% | 50,837 | $17.6M | Add +23.8% |
| AEP American Electric Power | 2.63% | 150,172 | $16.9M | Add +0.9% |
| AXP American Express Co. | 2.60% | 50,243 | $16.7M | Reduce -24.6% |
| META Meta Platforms Inc. Class A | 2.57% | 22,479 | $16.5M | Reduce -41.8% |
| CMI Cummins Inc. | 2.57% | 39,045 | $16.5M | Add +1.6% |
| LOW Lowe's Cos Inc. | 2.53% | 64,608 | $16.2M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 2.46% | 71,846 | $15.8M | Reduce -0.2% |
| CG The Carlyle Group Inc. | 2.41% | 247,189 | $15.5M | Reduce -21.4% |
| EPD Enterprise Products Partners | 2.41% | 495,026 | $15.5M | Add +44.9% |
| ELV Elevance Health Inc. | 2.38% | 47,222 | $15.3M | New |
| LHX L3HARRIS Technologies Inc. | 2.29% | 48,085 | $14.7M | Add +1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.22% | 21,349 | $14.2M | Reduce -1.1% |
| FISV Fiserv Inc. | 2.20% | 109,436 | $14.1M | Add +2698.2% |
| SCHW Schwab (charles) Corp. | 2.17% | 145,928 | $13.9M | Reduce -19.8% |
| CSCO Cisco Systems Inc. | 2.14% | 200,281 | $13.7M | Reduce -0.3% |
| MDT Medtronic PLC | 2.05% | 137,948 | $13.1M | Add +1.6% |
| MO Altria Group Inc. | 2.00% | 193,941 | $12.8M | Add +2.5% |
| LYB Lyondellbasell Indu Class A | 1.95% | 254,692 | $12.5M | Add +1.9% |
| HON Honeywell International Inc. | 1.94% | 59,067 | $12.4M | Reduce -0.1% |
| FLO Flowers Foods Inc. | 1.90% | 935,708 | $12.2M | Add +382.5% |
| EOG EOG Resources Inc. | 1.88% | 107,737 | $12.1M | Add +74.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.80% | 40,931 | $11.5M | Add +1.3% |
| PRU Prudential Financial Inc. | 1.62% | 100,164 | $10.4M | Add +1.3% |
| KVUE Kenvue Inc. | 1.47% | 581,015 | $9.4M | Add +2.4% |
| C Citigroup Inc. | 1.37% | 86,688 | $8.8M | Add +1.9% |
| EFX Equifax Inc. | 1.15% | 28,705 | $7.4M | No change |
| AFL Aflac Inc. | 1.14% | 65,487 | $7.3M | Reduce -0.7% |
| PEP Pepsico Inc. | 1.12% | 51,087 | $7.2M | Add +1.9% |
| T AT&T Inc. | 1.08% | 246,388 | $7.0M | Add +2.8% |
| EFA iShares MSCI Eafe ETF | 1.04% | 71,709 | $6.7M | Reduce -0.3% |
| V Visa Inc. Class A | 0.97% | 18,189 | $6.2M | Reduce -3.3% |
| AMAT Applied Materials Inc. | 0.91% | 28,435 | $5.8M | Reduce -1.0% |
| WMT Walmart Inc. | 0.74% | 46,375 | $4.8M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.70% | 7,361 | $4.5M | Reduce -0.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.67% | 16,833 | $4.3M | Reduce -0.4% |
| LLY Eli Lilly & Co. | 0.61% | 5,122 | $3.9M | Reduce -3.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.60% | 13,112 | $3.9M | Reduce -0.4% |
| EEM iShares MSCI Emerging Market | 0.49% | 58,588 | $3.1M | Reduce -0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 5,378 | $2.7M | Reduce -2.7% |
| CVX Chevron Corp. | 0.42% | 17,387 | $2.7M | Reduce -2.8% |
| KO The Coca-Cola Co. | 0.42% | 40,366 | $2.7M | Reduce -3.1% |
| SO The Southern Co. | 0.39% | 26,643 | $2.5M | Add +3.9% |
| USB US Bancorp | 0.33% | 43,289 | $2.1M | Add +0.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.32% | 3,421 | $2.1M | Reduce -1.1% |
| MRK Merck & Co. Inc. | 0.32% | 24,202 | $2.0M | Reduce -0.3% |
| ADBE Adobe Inc. | 0.30% | 5,539 | $2.0M | Add +0.5% |
| GILD Gilead Sciences Inc. | 0.28% | 16,284 | $1.8M | Reduce -2.1% |
| NVDA Nvidia Corp. | 0.27% | 9,406 | $1.8M | Reduce -13.6% |
| DHR Danaher Corp. | 0.27% | 8,586 | $1.7M | Reduce -3.2% |
| GS Goldman Sachs Group Inc. | 0.24% | 1,972 | $1.6M | Reduce -20.0% |
| BMY Bristol-Myers Squibb Co. | 0.24% | 33,846 | $1.5M | Add +0.2% |
| TFC Truist Financial Corp. | 0.23% | 32,440 | $1.5M | Reduce -0.7% |
| JNJ Johnson & Johnson | 0.23% | 7,901 | $1.5M | Reduce -6.6% |
| ADM Archer-Daniels-Midland Co. | 0.23% | 24,243 | $1.4M | Add +4.8% |
| MCD McDonald's Corp. | 0.22% | 4,732 | $1.4M | Add +0.2% |
| PLTR Palantir Technologies Inc. Class A | 0.22% | 7,706 | $1.4M | Reduce -39.1% |
| PG The Procter & Gamble Co. | 0.21% | 8,617 | $1.3M | Reduce -0.5% |
| ORCL Oracle Corp. | 0.20% | 4,566 | $1.3M | Add +9.7% |
| ICE Intercontinental Exchange Inc. | 0.19% | 7,213 | $1.2M | Reduce -1.2% |
| SWK Stanley Black & Decker Inc. | 0.18% | 15,887 | $1.2M | Reduce -0.6% |
| PM Philip Morris International | 0.17% | 6,806 | $1.1M | Add +0.0% |
| VMI Valmont Industries | 0.16% | 2,725 | $1.1M | No change |
| CAH Cardinal Health Inc. | 0.16% | 6,712 | $1.1M | Add +1.5% |
| CAT Caterpillar Inc. | 0.15% | 2,077 | $991K | Reduce -2.2% |
| DUK Duke Energy Corp. | 0.15% | 7,987 | $988K | Add +0.2% |
| BNDX Vanguard Total Intl Bond ETF | 0.15% | 19,097 | $945K | No change |
| BLK BlackRock Inc. | 0.14% | 760 | $886K | Reduce -4.6% |
| DE Deere & Co. | 0.14% | 1,910 | $873K | Add +0.8% |
| GOOG Alphabet Inc. Class C | 0.13% | 3,422 | $833K | Reduce -0.8% |
| PML PIMCO Municipal Income FD II | 0.13% | 103,025 | $815K | Reduce -6.8% |
| GPN Global Payments Inc. | 0.13% | 9,805 | $815K | Add +19.0% |
| COF Capital One Financial Corp. | 0.12% | 3,727 | $792K | No change |
| HOLX Hologic Inc. | 0.12% | 11,642 | $786K | Reduce -0.9% |
| GLD SPDR Gold Shares | 0.12% | 2,159 | $767K | No change |
| NEE Nextera Energy Inc. | 0.12% | 9,989 | $754K | Reduce -7.0% |
| RTX RTX Corp. | 0.12% | 4,486 | $751K | Reduce -1.6% |
| AVGO Broadcom Inc. | 0.11% | 2,209 | $729K | Reduce -1.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.11% | 13,566 | $700K | Reduce -17.4% |
| PSX Phillips 66 | 0.10% | 4,948 | $673K | Reduce -9.6% |
| PFE Pfizer Inc. | 0.10% | 25,876 | $659K | Reduce -0.9% |
| IWF iShares Russell 1000 Growth | 0.10% | 1,354 | $634K | Add +0.1% |
| ABCB Ameris Bancorp | 0.10% | 8,495 | $623K | No change |
| SYK Stryker Corp. | 0.10% | 1,667 | $616K | Reduce -1.4% |
| IWR iShares Russell Mid-Cap ETF | 0.10% | 6,333 | $611K | No change |
| IVV iShares Core S&P 500 ETF | 0.09% | 908 | $608K | Reduce -4.1% |
| MDY State Street SPDR S&P Midcap | 0.09% | 1,016 | $606K | Add +0.1% |
| IWB iShares Russell 1000 ETF | 0.09% | 1,636 | $598K | Add +0.3% |
| VZ Verizon Communications Inc. | 0.09% | 13,566 | $596K | Reduce -7.7% |
| TSLA Tesla Inc. | 0.09% | 1,320 | $587K | Reduce -55.2% |
| COST Costco Wholesale Corp. | 0.09% | 624 | $578K | No change |
| OZK Bank Ozk | 0.09% | 10,920 | $557K | Reduce -1.5% |
| CLX Clorox Company | 0.09% | 4,481 | $553K | Add +0.1% |
| FTNT Fortinet Inc. | 0.08% | 6,347 | $534K | Add +1.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.08% | 1,094 | $525K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| META Meta Platforms Inc. Class A | Reduce -41.8% | 2.57% | −2.11 |
| CNC Centene Corp. | Reduce -94.7% | 0.07% | −1.93 |
| DIS The Walt Disney Co. | Reduce -94.2% | 0.05% | −0.98 |
| AXP American Express Co. | Reduce -24.6% | 2.60% | −0.89 |
| JPM JPMorgan Chase & Co. | Reduce -25.4% | 2.91% | −0.87 |
| SCHW Schwab (charles) Corp. | Reduce -19.8% | 2.17% | −0.56 |
| GOOGL Alphabet Inc. Class A | Reduce -30.2% | 3.75% | −0.35 |
| HON Honeywell International Inc. | Reduce -0.1% | 1.94% | −0.32 |
| CG The Carlyle Group Inc. | Reduce -21.4% | 2.41% | −0.24 |
| CSCO Cisco Systems Inc. | Reduce -0.3% | 2.14% | −0.15 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 2.46% | −0.14 |
| V Visa Inc. Class A | Reduce -3.3% | 0.97% | −0.13 |
| MSFT Microsoft Corp. | Reduce -2.0% | 3.74% | −0.12 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.09 |
| KO The Coca-Cola Co. | Reduce -3.1% | 0.42% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -3.0% | 0.61% | −0.07 |
| PLTR Palantir Technologies Inc. Class A | Reduce -39.1% | 0.22% | −0.06 |
| TSLA Tesla Inc. | Reduce -55.2% | 0.09% | −0.06 |
| XPMQX PIMCO Muni Income Fund III | Sold out | 0.00% | −0.06 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.05 |
| WM Waste Management Inc. | Reduce -40.9% | 0.05% | −0.04 |
| GS Goldman Sachs Group Inc. | Reduce -20.0% | 0.24% | −0.04 |
| EIM Eaton Vance Municipal Bond | Reduce -64.7% | 0.02% | −0.04 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.03 |
| ICE Intercontinental Exchange Inc. | Reduce -1.2% | 0.19% | −0.03 |
| HD Home Depot Inc. | Reduce -32.5% | 0.06% | −0.02 |
| DHR Danaher Corp. | Reduce -3.2% | 0.27% | −0.02 |
| GILD Gilead Sciences Inc. | Reduce -2.1% | 0.28% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -0.5% | 0.21% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.7% | 0.42% | −0.02 |
| BAC Bank of America Corp. | Reduce -17.4% | 0.11% | −0.02 |
| COP Conocophillips | Reduce -16.0% | 0.07% | −0.01 |
| SYK Stryker Corp. | Reduce -1.4% | 0.10% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -0.3% | 1.04% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -7.7% | 0.09% | −0.01 |
| DG Dollar General Corp. | Reduce -4.0% | 0.05% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -15.5% | 0.05% | −0.01 |
| NVDA Nvidia Corp. | Reduce -13.6% | 0.27% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -1.2% | 0.04% | −0.01 |
| PML PIMCO Municipal Income FD II | Reduce -6.8% | 0.13% | −0.01 |
| MET Metlife Inc. | Reduce -5.3% | 0.08% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -7.0% | 0.12% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.4% | 0.60% | −0.01 |
| HOLX Hologic Inc. | Reduce -0.9% | 0.12% | −0.00 |
| RNST Renasant Corp. | Reduce -2.9% | 0.06% | −0.00 |
| FDX FedEx Corp. | Reduce -6.1% | 0.03% | −0.00 |
| AFL Aflac Inc. | Reduce -0.7% | 1.14% | −0.00 |
| UNP Union Pacific Corp. | Reduce -0.9% | 0.07% | −0.00 |
| PSX Phillips 66 | Reduce -9.6% | 0.10% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -4.1% | 0.09% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| ELV Elevance Health Inc. | New | 2.38% | +2.38 |
| FISV Fiserv Inc. | Add +2698.2% | 2.20% | +2.09 |
| FLO Flowers Foods Inc. | Add +382.5% | 1.90% | +1.39 |
| EPD Enterprise Products Partners | Add +44.9% | 2.41% | +0.67 |
| EOG EOG Resources Inc. | Add +74.1% | 1.88% | +0.67 |
| UNH Unitedhealth Group Inc. | Add +23.8% | 2.74% | +0.63 |
| ABBV Abbvie Inc. | Add +0.9% | 3.11% | +0.51 |
| CMI Cummins Inc. | Add +1.6% | 2.57% | +0.50 |
| LHX L3HARRIS Technologies Inc. | Add +1.2% | 2.29% | +0.33 |
| C Citigroup Inc. | Add +1.9% | 1.37% | +0.18 |
| MO Altria Group Inc. | Add +2.5% | 2.00% | +0.17 |
| MDT Medtronic PLC | Add +1.6% | 2.05% | +0.10 |
| AEP American Electric Power | Add +0.9% | 2.63% | +0.10 |
| ORCL Oracle Corp. | Add +9.7% | 0.20% | +0.05 |
| INTC Intel Corp. | New | 0.05% | +0.05 |
| WELL Welltower Inc. | New | 0.04% | +0.04 |
| NSC Norfolk Southern Corp. | New | 0.04% | +0.04 |
| SHOP Shopify Inc. Class A | New | 0.03% | +0.03 |
| TGT Target Corp. | New | 0.03% | +0.03 |
| LMT Lockheed Martin Corp. | New | 0.03% | +0.03 |
| PNC PNC Financial Services Group | New | 0.03% | +0.03 |
| PEP Pepsico Inc. | Add +1.9% | 1.12% | +0.03 |
| ADM Archer-Daniels-Midland Co. | Add +4.8% | 0.23% | +0.03 |
| XOM Exxon Mobil Corp. | Add +1.6% | 2.91% | +0.02 |
| MMM 3M Co. | Add +40.3% | 0.08% | +0.02 |
| GPN Global Payments Inc. | Add +19.0% | 0.13% | +0.02 |
| MPC Marathon Petroleum Corp. | Add +0.2% | 0.08% | +0.01 |
| SO The Southern Co. | Add +3.9% | 0.39% | +0.01 |
| USB US Bancorp | Add +0.6% | 0.33% | +0.01 |
| BP BP PLC-Spons ADR | Add +0.1% | 0.07% | +0.01 |
| TJX TJX Companies Inc. | Add +0.2% | 0.05% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.10% | +0.00 |
| GPC Genuine Parts Co. | Add +0.1% | 0.05% | +0.00 |
| MS Morgan Stanley | Add +0.1% | 0.05% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +0.1% | 0.06% | +0.00 |
| IWB iShares Russell 1000 ETF | Add +0.3% | 0.09% | +0.00 |
| WFC Wells Fargo & Co. | Add +3.7% | 0.06% | +0.00 |
| F Ford Motor Co. | Add +0.3% | 0.02% | +0.00 |
| NFLX Netflix Inc. | Add +20.9% | 0.03% | +0.00 |
| WMT Walmart Inc. | Add +0.1% | 0.74% | +0.00 |
| VXUS Vanguard Total Intl Stock | Add +0.2% | 0.03% | +0.00 |
| MDY State Street SPDR S&P Midcap | Add +0.1% | 0.09% | 0.00 |
| VONV Vanguard Russell 1000 Value | Add +0.4% | 0.05% | 0.00 |
| PFF iShares Preferred & Income S | Add +1.9% | 0.08% | −0.00 |
| BDJ BlackRock Enhanced Eqty DVD | Add +0.5% | 0.02% | −0.00 |
| DUK Duke Energy Corp. | Add +0.2% | 0.15% | −0.00 |
| XLF SS Financial Select Sector | Add +0.2% | 0.04% | −0.00 |
| IEI iShares 3-7 Year Treasury Bo | Add +0.1% | 0.03% | −0.00 |
| CLX Clorox Company | Add +0.1% | 0.09% | −0.00 |
| IRM Iron Mountain Inc. | Add +0.1% | 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 |