The Analysis of Allen Mooney & Barnes Investment Advisors LLC's Holdings
Currently, Allen Mooney & Barnes Investment Advisors LLC holds 162 types of securities in its portfolio with a total value $664.5M. In the most recent quarter, they have increased their positions in DOW (+635.6K shares, valued at $14.9M), ADBE (+32.9K shares, valued at $11.5M), CBAN (+56.4K shares, valued at $1.0M); decreased their positions in LYB (-248.2K shares, valued at $10.7M), FI (-39.7K shares, valued at $2.7M), EOG (-3.2K shares, valued at $338.1K); initiated new positions in DOW (+635.6K shares, valued at $14.9M), CBAN (+56.4K shares, valued at $1.0M), WY (+16.3K shares, valued at $385.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC COM132.0K shares-0.76%2025-12-312026-01-21
MSFT MICROSOFT CORP COM46.6K shares0.67%2025-12-312026-01-21 XOM EXXON MOBIL CORP COM167.8K shares1.18%2025-12-312026-01-21 CMI CUMMINS INC COM39.1K shares0.22%2025-12-312026-01-21 ABBV ABBVIE INC COM87.1K shares0.94%2025-12-312026-01-21 JPM JPMORGAN CHASE & CO. COM59.6K shares0.57%2025-12-312026-01-21 AXP AMERICAN EXPRESS CO COM50.4K shares0.34%2025-12-312026-01-21 AEP AMERICAN ELEC PWR CO INC COM152.9K shares1.81%2025-12-312026-01-21 ELV ELEVANCE HEALTH INC FORMERLY A COM48.2K shares2.16%2025-12-312026-01-21 AMZN AMAZON COM INC COM72.5K shares0.97%2025-12-312026-01-21 EPD ENTERPRISE PRODS PARTNERS L P COM516.5K shares4.34%2025-12-312026-01-21 UNH UNITEDHEALTH GROUP INC COM50.0K shares-1.69%2025-12-312026-01-21 LOW LOWES COS INC COM65.7K shares1.68%2025-12-312026-01-21 CSCO CISCO SYS INC COM202.1K shares0.88%2025-12-312026-01-21 META META PLATFORMS INC CL A23.1K shares2.94%2025-12-312026-01-21 CG CARLYLE GROUP INC COM252.3K shares2.07%2025-12-312026-01-21 DOW DOW INC COM635.6K sharesnew addition2025-12-312026-01-21 SCHW SCHWAB CHARLES CORP COM148.1K shares1.49%2025-12-312026-01-21 SPY SPDR S&P 500 ETF TRUST21.4K shares0.21%2025-12-312026-01-21 LHX L3HARRIS TECHNOLOGIES INC COM48.5K shares0.92%2025-12-312026-01-21 ADBE ADOBE INC COM38.4K shares593.32%2025-12-312026-01-21 IBM INTERNATIONAL BUSINESS MACHS COM41.3K shares0.93%2025-12-312026-01-21 HON HONEYWELL INTL INC COM60.7K shares2.79%2025-12-312026-01-21 MO ALTRIA GROUP INC COM202.6K shares4.46%2025-12-312026-01-21 PRU PRUDENTIAL FINL INC COM101.7K shares1.55%2025-12-312026-01-21 EOG EOG RES INC COM104.5K shares-2.99%2025-12-312026-01-21 FLO FLOWERS FOODS INC COM923.4K shares-1.32%2025-12-312026-01-21 PEP PEPSICO INC COM54.2K shares6.11%2025-12-312026-01-21 EFA ISHARES MSCI EAFE ETF79.4K shares10.78%2025-12-312026-01-21 AFL AFLAC INC COM66.6K shares1.68%2025-12-312026-01-21 AMAT APPLIED MATLS INC COM28.2K shares-0.85%2025-12-312026-01-21 T AT&T INC COM260.5K shares5.72%2025-12-312026-01-21 V VISA INC COM CL A18.2K shares0.05%2025-12-312026-01-21 EFX EQUIFAX INC COM29.0K shares0.87%2025-12-312026-01-21 LLY ELI LILLY & CO COM5.8K shares12.36%2025-12-312026-01-21 WMT WALMART INC COM46.4K shares0.04%2025-12-312026-01-21 FI FISERV INC COM69.7K shares-36.32%2025-12-312026-01-21 VB VANGUARD SMALL-CAP ETF17.6K shares4.43%2025-12-312026-01-21 VO VANGUARD MID-CAP ETF13.7K shares4.54%2025-12-312026-01-21 EEM ISHARES MSCI EMERGING MARKETS ETF63.4K shares8.28%2025-12-312026-01-21 KO COCA COLA CO COM40.7K shares0.74%2025-12-312026-01-21 CVX CHEVRON CORP NEW COM17.6K shares1.40%2025-12-312026-01-21 USB US BANCORP DEL COM NEW43.1K shares-0.49%2025-12-312026-01-21 SO SOUTHERN CO COM25.7K shares-3.39%2025-12-312026-01-21 DHR DANAHER CORPORATION COM9.4K shares9.66%2025-12-312026-01-21 GILD GILEAD SCIENCES INC COM16.5K shares1.52%2025-12-312026-01-21 BMY BRISTOL-MYERS SQUIBB CO COM34.2K shares1.12%2025-12-312026-01-21 GS GOLDMAN SACHS GROUP INC COM2.0K shares0.46%2025-12-312026-01-21 NVDA NVIDIA CORPORATION COM9.2K shares-1.76%2025-12-312026-01-21 JNJ JOHNSON & JOHNSON COM8.0K shares0.80%2025-12-312026-01-21 ADM ARCHER DANIELS MIDLAND CO COM26.4K shares8.98%2025-12-312026-01-21 MCD MCDONALDS CORP COM5.0K shares4.80%2025-12-312026-01-21 TFC TRUIST FINL CORP COM29.6K shares-8.80%2025-12-312026-01-21 CAH CARDINAL HEALTH INC COM6.7K shares0.00%2025-12-312026-01-21 PG PROCTER & GAMBLE CO COM8.7K shares1.33%2025-12-312026-01-21 PLTR PALANTIR TECHNOLOGIES INC CL A6.9K shares-9.97%2025-12-312026-01-21 PML PIMCO MUN INCOME FD II COM160.5K shares55.77%2025-12-312026-01-21 ICE INTERCONTINENTAL EXCHANGE INC COM7.3K shares1.01%2025-12-312026-01-21 CAT CATERPILLAR INC COM2.1K shares-1.20%2025-12-312026-01-21 VMI VALMONT INDS INC COM2.7K shares-0.15%2025-12-312026-01-21 PM PHILIP MORRIS INTL INC COM6.8K shares0.19%2025-12-312026-01-21 CBAN COLONY BANKCORP INC COM56.4K sharesnew addition2025-12-312026-01-21 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF19.1K shares-0.01%2025-12-312026-01-21 GPN GLOBAL PMTS INC COM11.8K shares20.04%2025-12-312026-01-21 COF CAPITAL ONE FINL CORP COM3.7K shares0.00%2025-12-312026-01-21 DE DEERE & CO COM1.9K shares-0.47%2025-12-312026-01-21 HOLX HOLOGIC INC COM11.7K shares0.31%2025-12-312026-01-21 GLD SPDR GOLD SHARES2.1K shares-1.11%2025-12-312026-01-21 ORCL ORACLE CORP COM4.3K shares-6.44%2025-12-312026-01-21 RTX RTX CORPORATION COM4.5K shares0.09%2025-12-312026-01-21 NEE NEXTERA ENERGY INC COM10.2K shares1.89%2025-12-312026-01-21 BAC BANK AMERICA CORP COM14.8K shares8.77%2025-12-312026-01-21 PSX PHILLIPS 66 COM5.2K shares5.21%2025-12-312026-01-21 PFE PFIZER INC COM25.8K shares-0.24%2025-12-312026-01-21 MKL MARKEL GROUP INC COM297 shares20.24%2025-12-312026-01-21 IVV ISHARES CORE S&P 500 ETF912 shares0.44%2025-12-312026-01-21 ABCB AMERIS BANCORP COM8.4K shares-1.33%2025-12-312026-01-21 MDY SPDR S&P MIDCAP 400 ETF TRUST1.0K shares0.10%2025-12-312026-01-21 IWB ISHARES RUSSELL 1000 ETF1.6K shares0.31%2025-12-312026-01-21 IWR ISHARES RUSSELL MIDCAP ETF6.2K shares-1.97%2025-12-312026-01-21 TSLA TESLA INC COM1.3K shares-0.15%2025-12-312026-01-21 IWF ISHARES RUSSELL 1000 GROWTH ETF1.2K shares-10.86%2025-12-312026-01-21 SYK STRYKER CORPORATION COM1.6K shares-3.18%2025-12-312026-01-21 VGT VANGUARD INFORMATION TECHNOLOGY ETF745 shares39.77%2025-12-312026-01-21 VUG VANGUARD GROWTH ETF1.1K shares3.38%2025-12-312026-01-21 MMM 3M CO COM3.3K shares-0.06%2025-12-312026-01-21 FTNT FORTINET INC COM6.6K shares3.83%2025-12-312026-01-21 VZ VERIZON COMMUNICATIONS INC COM12.5K shares-7.85%2025-12-312026-01-21 OZK BANK OZK LITTLE ROCK ARK COM10.9K shares0.00%2025-12-312026-01-21 PFF ISHARES PREFERRED & INCOME SECURITIES ETF16.0K shares1.03%2025-12-312026-01-21 COST COSTCO WHOLESALE CORPORATION COM571 shares-8.49%2025-12-312026-01-21 MET METLIFE INC COM6.0K shares-0.59%2025-12-312026-01-21 UNP UNION PAC CORP COM2.0K shares-0.35%2025-12-312026-01-21 COP CONOCOPHILLIPS COM4.9K shares-2.62%2025-12-312026-01-21 BIV VANGUARD INTERMEDIATE-TERM BOND ETF5.8K shares-5.23%2025-12-312026-01-21 CLX CLOROX CO DEL COM4.5K shares-0.22%2025-12-312026-01-21 QCOM QUALCOMM INC COM2.6K shares28.69%2025-12-312026-01-21 BP BP PLC SPONSORED ADR12.7K shares4.30%2025-12-312026-01-21 MPC MARATHON PETE CORP COM2.6K shares0.23%2025-12-312026-01-21 DG DOLLAR GEN CORP NEW COM3.1K shares-1.06%2025-12-312026-01-21 MS MORGAN STANLEY COM NEW2.2K shares0.14%2025-12-312026-01-21 GM GENERAL MTRS CO COM4.8K shares0.00%2025-12-312026-01-21 TJX TJX COS INC NEW COM2.5K shares7.76%2025-12-312026-01-21 WY WEYERHAEUSER CO MTN BE COM NEW16.3K sharesnew addition2025-12-312026-01-21 WFC WELLS FARGO CO NEW COM4.1K shares-3.21%2025-12-312026-01-21 IWM ISHARES RUSSELL 2000 ETF1.5K shares0.07%2025-12-312026-01-21 VONV VANGUARD RUSSELL 1000 VALUE ETF3.9K shares0.54%2025-12-312026-01-21 SBUX STARBUCKS CORP COM4.2K shares1.28%2025-12-312026-01-21 EIM EATON VANCE MUN BD FD COM36.0K shares185.06%2025-12-312026-01-21 D DOMINION ENERGY INC COM6.0K shares0.00%2025-12-312026-01-21 RNST RENASANT CORP COM9.8K shares0.00%2025-12-312026-01-21 WM WASTE MGMT INC DEL COM1.5K shares7.20%2025-12-312026-01-21 BKNG BOOKING HOLDINGS INC COM63 shares-1.56%2025-12-312026-01-21 INTC INTEL CORP COM9.0K shares3.33%2025-12-312026-01-21 BK BANK NEW YORK MELLON CORP COM2.8K shares24.54%2025-12-312026-01-21 HD HOME DEPOT INC COM956 shares2.14%2025-12-312026-01-21 GPC GENUINE PARTS CO COM2.6K shares2.58%2025-12-312026-01-21 CL COLGATE PALMOLIVE CO COM3.8K shares0.19%2025-12-312026-01-21 EMR EMERSON ELEC CO COM2.2K shares0.00%2025-12-312026-01-21 LYB LYONDELLBASELL INDUSTRIES N V SHS - A -6.5K shares-97.45%2025-12-312026-01-21 NOC NORTHROP GRUMMAN CORP COM467 shares-0.85%2025-12-312026-01-21 SNA SNAP ON INC COM754 shares-0.53%2025-12-312026-01-21 TSCO TRACTOR SUPPLY CO COM5.1K shares-0.16%2025-12-312026-01-21 CMCSA COMCAST CORP NEW CL A8.5K shares0.05%2025-12-312026-01-21 FDX FEDEX CORP COM874 shares-8.00%2025-12-312026-01-21 NFLX NETFLIX INC COM2.7K shares1354.05%2025-12-312026-01-21 VTI VANGUARD TOTAL STOCK MARKET ETF742 sharesnew addition2025-12-312026-01-21 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF4.5K shares1.95%2025-12-312026-01-21 SHOP SHOPIFY INC CL A SUB VTG SHS1.5K shares0.00%2025-12-312026-01-21 WELL WELLTOWER INC COM1.3K shares-0.85%2025-12-312026-01-21 IRM IRON MTN INC DEL COM2.8K shares3.59%2025-12-312026-01-21 GNRC GENERAC HLDGS INC COM1.7K shares0.35%2025-12-312026-01-21 TGT TARGET CORP COM2.4K shares-2.15%2025-12-312026-01-21 PNC PNC FINL SVCS GROUP INC COM1.1K shares9.72%2025-12-312026-01-21 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF3.0K shares0.93%2025-12-312026-01-21 CHAT ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF3.7K sharesnew addition2025-12-312026-01-21 CNC CENTENE CORP DEL COM5.3K shares-55.71%2025-12-312026-01-21 NSC NORFOLK SOUTHN CORP COM750 shares0.00%2025-12-312026-01-21 UPS UNITED PARCEL SERVICE INC CL B2.1K sharesnew addition2025-12-312026-01-21 OKE ONEOK INC NEW COM2.8K shares0.54%2025-12-312026-01-21 IBIT ISHARES BITCOIN TRUST ETF4.2K sharesnew addition2025-12-312026-01-21 IEI ISHARES 3-7 YEAR TREASURY BOND ETF1.7K shares0.17%2025-12-312026-01-21 LMT LOCKHEED MARTIN CORP COM423 shares0.24%2025-12-312026-01-21 IWD ISHARES RUSSELL 1000 VALUE ETF971 sharesnew addition2025-12-312026-01-21 ABT ABBOTT LABS COM1.6K sharesnew addition2025-12-312026-01-21 F FORD MTR CO COM12.0K shares0.26%2025-12-312026-01-21 BDJ BLACKROCK ENHANCED EQUITY DIVI COM13.6K shares0.83%2025-12-312026-01-21 JQC NUVEEN CR STRATEGIES INCOME FD COM SHS14.6K shares0.00%2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available