Allen Mooney & Barnes Investment Advisors LLC 13F Holdings

CIK 0002001461 · Thomasville, GA

As of Sep 30, 2025, Allen Mooney & Barnes Investment Advisors LLC reported 157 positions worth $641.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology132,981$33.9M5.28%
ALPHABET INCGOOGLEquity99,067$24.1M3.75%
MICROSOFT CORPMSFTTechnology46,317$24.0M3.74%
ABBVIE INCABBVEquity86,285$20.0M3.11%
EXXON MOBIL CORPXOMEnergy165,887 8.7M2.91%
JPMORGAN CHASE & COJPMFinancial Services59,239 8.7M2.91%
UNITEDHEALTH GROUP INCUNHHealthcare50,837 7.6M2.74%
AMERICAN ELECTRIC POWERAEPUtilities150,172 6.9M2.63%
AMERICAN EXPRESS COAXPFinancial Services50,243 6.7M2.60%
META PLATFORMS INCMETACommunication Services22,479 6.5M2.57%
CUMMINS INCCMIIndustrials39,045 6.5M2.57%
LOWES COMPANIES INCLOWConsumer Cyclical64,608 6.2M2.53%
AMAZON.COM INCAMZNEquity71,846 5.8M2.46%
CARLYLE GROUP INCCGFinancial Services247,189 5.5M2.41%
ENTERPRISE PRODUCTS PARTNERS LPEPDEnergy495,026 5.5M2.41%
ELEVANCE HEALTH INCELVHealthcare47,222 5.3M2.38%
L3HARRIS TECHNOLOGIES INCLHXIndustrials48,085 4.7M2.29%
SPDR S&P 500 ETF TRUSTSPY—21,349 4.2M2.22%
FISERV INCFISVTechnology109,436 4.1M2.20%
SCHWAB CHARLES CORPSCHWEquity145,928 3.9M2.17%
CISCO SYSTEMS INCCSCOTechnology200,281 3.7M2.14%
MEDTRONIC PLCMDTHealthcare137,948 3.1M2.05%
ALTRIA GROUP INCMOEquity193,941 2.8M2.00%
LYONDELLBASELL INDUSTRIES NVLYBBasic Materials254,692 2.5M1.95%
HONEYWELL INTERNATIONAL INCHONIndustrials59,067 2.4M1.94%