Allen Mooney & Barnes Investment Advisors LLC Top Holdings and 13F Report (2025) About Allen Mooney & Barnes Investment Advisors LLCInvestment ActivityAllen Mooney & Barnes Investment Advisors LLC has $592.78 million in total holdings as of December 31, 2024.Allen Mooney & Barnes Investment Advisors LLC owns shares of 149 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 2.92% of the portfolio was purchased this quarter.About 2.13% of the portfolio was sold this quarter.This quarter, Allen Mooney & Barnes Investment Advisors LLC has purchased 155 new stocks and bought additional shares in 63 stocks.Allen Mooney & Barnes Investment Advisors LLC sold shares of 67 stocks and completely divested from 9 stocks this quarter.Largest Holdings Apple $41,388,550Alphabet $26,948,330Microsoft $24,903,805Amazon.com $21,671,344American Express $20,375,428 Largest New Holdings this Quarter Kenvue $11,671,246 HoldingDexCom $476,886 HoldingSnap-on $242,089 Holding Largest Purchases this Quarter Kenvue 546,663 shares (about $11.67M)Medtronic 8,629 shares (about $689.29K)Microsoft 1,442 shares (about $607.80K)DexCom 6,132 shares (about $476.89K)Tesla 1,066 shares (about $430.49K) Largest Sales this Quarter Amazon.com 5,991 shares (about $1.31M)Dollar General 9,497 shares (about $720.06K)Apple 2,761 shares (about $691.41K)American Express 2,215 shares (about $657.39K)JPMorgan Chase & Co. 2,440 shares (about $584.89K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAllen Mooney & Barnes Investment Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$41,388,550$691,408 ▼-1.6%165,2777.0%Computer and TechnologyGOOGLAlphabet$26,948,330$140,650 ▼-0.5%142,3584.5%Computer and TechnologyMSFTMicrosoft$24,903,805$607,801 ▲2.5%59,0844.2%Computer and TechnologyAMZNAmazon.com$21,671,344$1,314,365 ▼-5.7%98,7803.7%Retail/WholesaleAXPAmerican Express$20,375,428$657,387 ▼-3.1%68,6533.4%FinanceJPMJPMorgan Chase & Co.$19,402,160$584,893 ▼-2.9%80,9403.3%FinanceXOMExxon Mobil$16,740,576$310,339 ▲1.9%155,6252.8%Oils/EnergyBLACKROCK INC COM$15,609,400$299,333 ▼-1.9%15,2272.6%StockLOWLowe's Companies$15,314,048$265,559 ▼-1.7%62,0502.6%Retail/WholesaleABBVAbbVie$14,957,176$76,944 ▼-0.5%84,1712.5%MedicalDEDeere & Company$14,375,787$100,841 ▲0.7%33,9292.4%Industrial ProductsAEPAmerican Electric Power$13,446,723$46,115 ▲0.3%145,7962.3%UtilitiesSCHWCharles Schwab$13,287,024$194,498 ▲1.5%179,5302.2%FinanceCMICummins$13,003,980$362,548 ▼-2.7%37,3032.2%Auto/Tires/TrucksHONHoneywell International$12,731,207$47,663 ▲0.4%56,3602.1%Multi-Sector ConglomeratesCSCOCisco Systems$11,727,213$59,200 ▲0.5%198,0952.0%Computer and TechnologyMETMetLife$11,674,650$40,858 ▼-0.3%142,5822.0%FinanceKVUEKenvue$11,671,246$11,671,246 ▲New Holding546,6632.0%Consumer StaplesSPYSPDR S&P 500 ETF Trust$11,505,875$97,289 ▲0.9%19,6321.9%FinancePRUPrudential Financial$11,440,951$129,553 ▼-1.1%96,5241.9%FinanceUNHUnitedHealth Group$10,858,888$1,518 ▼0.0%21,4661.8%MedicalEPDEnterprise Products Partners$10,650,642$95,052 ▼-0.9%339,6251.8%Oils/EnergyLYBLyondellBasell Industries$10,282,355$305,769 ▲3.1%138,4461.7%Basic MaterialsMDTMedtronic$10,220,517$689,287 ▲7.2%127,9481.7%MedicalDGDollar General$10,059,586$720,064 ▼-6.7%132,6771.7%Retail/WholesaleMOAltria Group$9,964,548$54,957 ▼-0.5%190,5631.7%Consumer StaplesLHXL3Harris Technologies$9,563,548$29,650 ▼-0.3%45,4801.6%AerospaceIBMInternational Business Machines$9,150,421$246,429 ▼-2.6%41,6251.5%Computer and TechnologyCOPConocoPhillips$7,403,439$370,598 ▼-4.8%74,6541.2%Oils/EnergyEFXEquifax$7,315,4690.0%28,7051.2%Business ServicesPEPPepsiCo$6,920,687$172,131 ▲2.6%45,5131.2%Consumer StaplesAFLAflac$6,660,529$4,344 ▲0.1%64,3901.1%FinanceVVisa$6,289,250$56,572 ▲0.9%19,9001.1%Business ServicesCCitigroup$6,000,670$5,561 ▲0.1%85,2491.0%FinanceDEODiageo$5,832,325$147,597 ▲2.6%45,8771.0%Consumer StaplesTAT&T$5,615,287$116,742 ▼-2.0%246,6090.9%Computer and TechnologyDISWalt Disney$5,596,348$40,866 ▼-0.7%50,2590.9%Consumer DiscretionaryEFAiShares MSCI EAFE ETF$5,433,483$237,642 ▲4.6%71,8620.9%FinanceAMATApplied Materials$4,592,917$31,550 ▲0.7%28,2420.8%Computer and TechnologyVBVanguard Small-Cap ETF$4,206,611$60,311 ▼-1.4%17,5070.7%ETFWMTWalmart$4,138,802$3,975 ▲0.1%45,8090.7%Retail/WholesaleLLYEli Lilly and Company$4,051,501$98,045 ▲2.5%5,2480.7%MedicalFLOFlowers Foods$4,012,204$376,590 ▼-8.6%194,2020.7%Consumer StaplesVOVanguard Mid-Cap ETF$3,462,864$159,804 ▼-4.4%13,1100.6%ETFVOOVanguard S&P 500 ETF$3,330,840$95,906 ▼-2.8%6,1820.6%ETFCVXChevron$2,843,711$221,900 ▲8.5%19,6330.5%Oils/EnergyKOCoca-Cola$2,576,425$14,320 ▲0.6%41,3820.4%Consumer StaplesBRK.BBerkshire Hathaway$2,558,7660.0%5,6450.4%FinanceEEMiShares MSCI Emerging Markets ETF$2,460,350$3,178 ▼-0.1%58,8320.4%FinanceMRKMerck & Co., Inc.$2,295,524$16,912 ▲0.7%23,0750.4%MedicalSOSouthern$2,250,608$23,626 ▲1.1%27,3400.4%UtilitiesDHRDanaher$2,031,989$15,839 ▼-0.8%8,8520.3%Multi-Sector ConglomeratesSWKStanley Black & Decker$1,981,590$98,678 ▼-4.7%24,6800.3%Industrial ProductsBMYBristol-Myers Squibb$1,854,798$187,047 ▼-9.2%32,7930.3%MedicalQQQInvesco QQQ$1,805,410$2,556 ▲0.1%3,5320.3%FinanceSBUXStarbucks$1,685,056$235,065 ▼-12.2%18,4660.3%Retail/WholesaleGILDGilead Sciences$1,545,196$203,680 ▼-11.6%16,7280.3%MedicalPGProcter & Gamble$1,482,709$24,309 ▲1.7%8,8440.3%Consumer StaplesIWViShares Russell 3000 ETF$1,404,8530.0%4,2030.2%ETFMCDMcDonald's$1,398,413$8,117 ▼-0.6%4,8240.2%Retail/WholesaleGSThe Goldman Sachs Group$1,393,396$6,872 ▲0.5%2,4330.2%FinanceNVDANVIDIA$1,375,436$87,291 ▲6.8%10,2420.2%Computer and TechnologyTFCTruist Financial$1,300,744$34,574 ▼-2.6%29,9850.2%FinanceJNJJohnson & Johnson$1,197,862$15,329 ▲1.3%8,2830.2%MedicalVZVerizon Communications$1,186,638$82,140 ▼-6.5%29,6730.2%Computer and TechnologyADMArcher-Daniels-Midland$1,145,842$166,362 ▼-12.7%22,6810.2%Consumer StaplesUSBU.S. Bancorp$1,108,046$220,739 ▼-16.6%23,1660.2%FinanceICEIntercontinental Exchange$1,096,589$8,494 ▼-0.8%7,3590.2%FinancePMPhilip Morris International$992,487$8,063 ▲0.8%8,2470.2%Consumer StaplesBNDXVanguard Total International Bond ETF$936,7120.0%19,0970.2%ETFTSLATesla$931,255$430,493 ▲86.0%2,3060.2%Auto/Tires/TrucksGPNGlobal Payments$921,060$1,009 ▲0.1%8,2190.2%Business ServicesHOLXHologic$882,598$2,379 ▼-0.3%12,2430.1%MedicalPALANTIR TECHNOLOGIES INC CL A$869,745$514,587 ▼-37.2%11,5000.1%StockDUKDuke Energy$863,054$3,771 ▼-0.4%8,0110.1%UtilitiesPMLPIMCO Municipal Income Fund II$861,160$14,392 ▲1.7%106,4470.1%Financial ServicesORCLOracle$840,109$43,997 ▼-5.0%5,0410.1%Computer and TechnologyCATCaterpillar$823,471$113,545 ▼-12.1%2,2700.1%Industrial ProductsCAHCardinal Health$809,440$5,559 ▼-0.7%6,8440.1%MedicalFIFiserv$803,398$17,666 ▼-2.2%3,9110.1%Business ServicesVMIValmont Industries$796,931$1,533 ▲0.2%2,5990.1%Industrial ProductsMETAMeta Platforms$776,615$57,983 ▲8.1%1,3260.1%Computer and TechnologyNEENextEra Energy$771,068$13,334 ▼-1.7%10,7560.1%UtilitiesCLXClorox$732,782$7,633 ▼-1.0%4,5120.1%Consumer StaplesBACBank of America$732,121$8,131 ▼-1.1%16,6580.1%FinancePFEPfizer$685,815$86,380 ▲14.4%25,8510.1%MedicalGOOGAlphabet$663,554$128,178 ▼-16.2%3,4840.1%Computer and TechnologyPSXPhillips 66$616,780$570 ▲0.1%5,4140.1%Oils/EnergyFTNTFortinet$612,136$16,628 ▼-2.6%6,4790.1%Computer and TechnologyAVGOBroadcom$599,460$47,057 ▼-7.3%2,5860.1%Computer and TechnologySYKStryker$583,820$30,974 ▲5.6%1,6210.1%MedicalCOSTCostco Wholesale$581,025$21,995 ▼-3.6%6340.1%Retail/WholesaleMDYSPDR S&P MidCap 400 ETF Trust$576,416$570 ▲0.1%1,0120.1%ETFUNPUnion Pacific$575,786$13,454 ▲2.4%2,5250.1%TransportationIWFiShares Russell 1000 Growth ETF$544,185$2,410 ▲0.4%1,3550.1%ETFABCBAmeris Bancorp$531,520$4,505 ▼-0.8%8,4950.1%FinanceIWRiShares Russell Mid-Cap ETF$530,2230.0%5,9980.1%ETFIWBiShares Russell 1000 ETF$523,072$1,610 ▲0.3%1,6240.1%ETFGLDSPDR Gold Shares$522,759$15,496 ▲3.1%2,1590.1%FinanceHDHome Depot$515,020$3,890 ▲0.8%1,3240.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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