Allen Mooney & Barnes Investment Advisors LLC

CIK 0002001461 • 6 13F filings • Apr 16, 2025 – Jul 13, 2026

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Filer information

Filed by: Allen Mooney & Barnes Investment Advisors LLC, CCO
Address: 135 SOUTH MADISON STREET, Thomasville, GA, 31792
Phone: 334-500-4817
AUM: $664.5M

AUM over time

$672.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $664.5M162 positionsView on SEC.gov

			% of Portfolio
3M CO COM	Stock	$528K	0.1%Prev: 0.1%	3,297 SH	Increased+529 SH
ABBOTT LABS COM	Stock	$201K	0.0%	1,604 SH	New
ABBVIE INC COM	Stock	$19.9M	3.0%Prev: 3.2%	87,096 SH	Decreased+5,690 SH
ADOBE INC COM	Stock	$13.4M	2.0%Prev: 2.1%	38,403 SH	Decreased-19,471 SH
AFLAC INC COM	Stock	$7.3M	1.1%Prev: 1.0%	66,590 SH	Increased+5,699 SH
ALPHABET INC CAP STK CL A	Stock	$30.8M	4.6%Prev: 3.2%	98,298 SH	Increased+35,612 SH
ALPHABET INC CAP STK CL C	Stock	$1.0M	0.2%Prev: 0.1%	3,292 SH	Increased+668 SH
ALTRIA GROUP INC COM	Stock	$11.7M	1.8%Prev: 1.8%	202,586 SH	Decreased+24,452 SH
AMAZON COM INC COM	Stock	$16.7M	2.5%Prev: 2.6%	72,542 SH	Decreased+1,186 SH
AMERICAN ELEC PWR CO INC COM	Stock	$17.6M	2.7%Prev: 2.5%	152,897 SH	Increased+8,669 SH
AMERICAN EXPRESS CO COM	Stock	$18.7M	2.8%Prev: 2.3%	50,412 SH	Increased+515 SH
AMERIS BANCORP COM	Stock	$623K	0.1%Prev: 0.1%	8,382 SH	Increased+3,379 SH
APPLE INC COM	Stock	$35.9M	5.4%Prev: 5.8%	131,970 SH	Decreased+14,299 SH
APPLIED MATLS INC COM	Stock	$7.2M	1.1%Prev: 1.0%	28,192 SH	Increased+14,443 SH
ARCHER DANIELS MIDLAND CO COM	Stock	$1.5M	0.2%Prev: 0.3%	26,420 SH	Decreased-174 SH
AT&T INC COM	Stock	$6.5M	1.0%Prev: 0.8%	260,473 SH	Increased+36,173 SH
BANK AMERICA CORP COM	Stock	$812K	0.1%	14,756 SH	New
BANK NEW YORK MELLON CORP COM	Stock	$329K	0.0%	2,837 SH	New
BANK OZK LITTLE ROCK ARK COM	Stock	$503K	0.1%Prev: 0.1%	10,920 SH	Increased+1,875 SH
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$2.7M	0.4%Prev: 0.3%	5,378 SH	Increased+481 SH
BLACKROCK ENHANCED EQUITY DIVI COM	CEF	$129K	0.0%Prev: 0.0%	13,602 SH	Increased+3,602 SH
BLACKROCK INC COM	Stock	$796K	0.1%Prev: 0.1%	744 SH	Increased+32 SH
BOOKING HOLDINGS INC COM	Stock	$337K	0.1%Prev: 0.0%	63 SH	Increased-1,427 SH
BP PLC SPONSORED ADR	ADR	$440K	0.1%Prev: 0.1%	12,671 SH	Decreased+1,432 SH
BRISTOL-MYERS SQUIBB CO COM	Stock	$1.8M	0.3%Prev: 0.3%	34,226 SH	Decreased-958 SH
BROADCOM INC COM	Stock	$750K	0.1%Prev: 0.1%	2,167 SH	Increased+163 SH
CAPITAL ONE FINL CORP COM	Stock	$903K	0.1%Prev: 0.1%	3,727 SH	Increased-53 SH
CARDINAL HEALTH INC COM	Stock	$1.4M	0.2%Prev: 0.2%	6,712 SH	Increased+1,124 SH
CARLYLE GROUP INC COM	Stock	$14.9M	2.2%	252,313 SH	New
CATERPILLAR INC COM	Stock	$1.2M	0.2%Prev: 0.2%	2,052 SH	Increased+739 SH
CENTENE CORP DEL COM	Stock	$218K	0.0%	5,295 SH	New
CHEVRON CORP NEW COM	Stock	$2.7M	0.4%	17,631 SH	New
CISCO SYS INC COM	Stock	$15.6M	2.3%Prev: 0.2%	202,051 SH	Increased+187,232 SH
CITIGROUP INC COM NEW	Stock	$10.2M	1.5%Prev: 1.6%	87,303 SH	Decreased+3,085 SH
CLOROX CO DEL COM	Stock	$451K	0.1%Prev: 2.2%	4,471 SH	Decreased-181,845 SH
COCA COLA CO COM	Stock	$2.8M	0.4%Prev: 0.4%	40,665 SH	Decreased+6,355 SH
COLGATE PALMOLIVE CO COM	Stock	$297K	0.0%Prev: 0.0%	3,754 SH	Decreased-23 SH
COLONY BANKCORP INC COM	Stock	$1.0M	0.2%Prev: 0.2%	56,426 SH	Decreased-1,478 SH
COMCAST CORP NEW CL A	Stock	$253K	0.0%	8,470 SH	New
CONOCOPHILLIPS COM	Stock	$459K	0.1%Prev: 0.1%	4,908 SH	Decreased+592 SH
COSTCO WHOLESALE CORPORATION COM	Stock	$492K	0.1%Prev: 0.1%	571 SH	Decreased
CUMMINS INC COM	Stock	$20.0M	3.0%Prev: 2.2%	39,130 SH	Increased+10,214 SH
DANAHER CORPORATION COM	Stock	$2.2M	0.3%	9,415 SH	New
DEERE & CO COM	Stock	$885K	0.1%Prev: 0.1%	1,901 SH	Increased+1,160 SH
DOLLAR GEN CORP NEW COM	Stock	$410K	0.1%	3,086 SH	New
DOMINION ENERGY INC COM	Stock	$350K	0.1%Prev: 0.1%	5,975 SH	Increased+267 SH
DOW INC COM	Stock	$14.9M	2.2%	635,637 SH	New
DUKE ENERGY CORP NEW COM NEW	Stock	$935K	0.1%Prev: 0.1%	7,980 SH	Increased+3,263 SH
EATON VANCE MUN BD FD COM	CEF	$351K	0.1%	36,026 SH	New
ELEVANCE HEALTH INC FORMERLY A COM	Stock	$16.9M	2.5%Prev: 2.7%	48,242 SH	Decreased+1,475 SH
ELI LILLY & CO COM	Stock	$6.2M	0.9%Prev: 0.8%	5,755 SH	Increased+1,025 SH
EMERSON ELEC CO COM	Stock	$294K	0.0%Prev: 0.1%	2,215 SH	Decreased-2 SH
ENTERPRISE PRODS PARTNERS L P COM	Stock	$16.6M	2.5%Prev: 2.4%	516,486 SH	Increased+54,652 SH
EOG RES INC COM	Stock	$11.0M	1.7%Prev: 1.4%	104,517 SH	Increased+36,655 SH
EQUIFAX INC COM	Stock	$6.3M	0.9%Prev: 0.6%	28,955 SH	Increased+300 SH
EXXON MOBIL CORP COM	Stock	$20.2M	3.0%	167,848 SH	New
FEDEX CORP COM	Stock	$252K	0.0%Prev: 0.0%	874 SH	Increased+57 SH
FISERV INC COM	Stock	$4.7M	0.7%	69,692 SH	New
FLOWERS FOODS INC COM	Stock	$10.0M	1.5%Prev: 0.1%	923,390 SH	Increased+804,287 SH
FORD MTR CO COM	Stock	$157K	0.0%	11,983 SH	New
FORTINET INC COM	Stock	$523K	0.1%Prev: 0.1%	6,590 SH	Decreased+1,258 SH
GE AEROSPACE COM NEW	Stock	$216K	0.0%	700 SH	New
GENERAC HLDGS INC COM	Stock	$232K	0.0%	1,700 SH	New
GENERAL MTRS CO COM	Stock	$386K	0.1%Prev: 0.1%	4,750 SH	Increased+300 SH
GENUINE PARTS CO COM	Stock	$317K	0.0%Prev: 0.0%	2,582 SH	Increased+205 SH
GILEAD SCIENCES INC COM	Stock	$2.0M	0.3%Prev: 0.3%	16,531 SH	Decreased+1,103 SH
GLOBAL PMTS INC COM	Stock	$911K	0.1%Prev: 0.1%	11,770 SH	Increased+3,334 SH
GOLDMAN SACHS GROUP INC COM	Stock	$1.7M	0.3%Prev: 0.3%	1,981 SH	Decreased-93 SH
HOLOGIC INC COM	Stock	$870K	0.1%	11,678 SH	New
HOME DEPOT INC COM	Stock	$329K	0.0%Prev: 0.0%	956 SH	Increased+241 SH
HONEYWELL INTL INC COM	Stock	$11.8M	1.8%Prev: 0.9%	60,715 SH	Increased+31,146 SH
INTEL CORP COM	Stock	$333K	0.1%Prev: 0.1%	9,018 SH	Decreased+5,913 SH
INTERCONTINENTAL EXCHANGE INC COM	Stock	$1.2M	0.2%Prev: 0.1%	7,286 SH	Increased+1,339 SH
INTERNATIONAL BUSINESS MACHS COM	Stock	$12.2M	1.8%Prev: 0.2%	41,312 SH	Increased+36,235 SH
INVESCO QQQ TRUST SERIES I	ETF	$2.1M	0.3%Prev: 0.4%	3,436 SH	Decreased-91 SH
IRON MTN INC DEL COM	REIT	$232K	0.0%	2,799 SH	New
ISHARES 3-7 YEAR TREASURY BOND ETF	ETF	$205K	0.0%	1,718 SH	New
ISHARES BITCOIN TRUST ETF	ETF	$206K	0.0%	4,153 SH	New
ISHARES CORE S&P 500 ETF	ETF	$624K	0.1%Prev: 0.1%	912 SH	Increased+423 SH
ISHARES MSCI EAFE ETF	ETF	$7.6M	1.1%Prev: 1.1%	79,436 SH	Increased+6,293 SH
ISHARES MSCI EMERGING MARKETS ETF	ETF	$3.5M	0.5%Prev: 0.6%	63,437 SH	Decreased+7,061 SH
ISHARES PREFERRED & INCOME SECURITIES ETF	ETF	$496K	0.1%Prev: 0.1%	16,010 SH	Decreased-1,073 SH
ISHARES RUSSELL 1000 ETF	ETF	$613K	0.1%Prev: 0.1%	1,641 SH	Decreased-44 SH
ISHARES RUSSELL 1000 GROWTH ETF	ETF	$571K	0.1%Prev: 0.1%	1,207 SH	Decreased-3,535 SH
ISHARES RUSSELL 1000 VALUE ETF	ETF	$204K	0.0%	971 SH	New
ISHARES RUSSELL 2000 ETF	ETF	$363K	0.1%Prev: 0.1%	1,473 SH	Decreased-117 SH
ISHARES RUSSELL MIDCAP ETF	ETF	$598K	0.1%Prev: 0.1%	6,208 SH	Increased+1,302 SH
JOHNSON & JOHNSON COM	Stock	$1.6M	0.2%Prev: 0.3%	7,964 SH	Decreased+595 SH
JPMORGAN CHASE & CO. COM	Stock	$19.2M	2.9%	59,576 SH	New
KKR & CO INC COM	Stock	$335K	0.1%	2,630 SH	New
L3HARRIS TECHNOLOGIES INC COM	Stock	$14.2M	2.1%Prev: 1.7%	48,529 SH	Increased+1,054 SH
LOCKHEED MARTIN CORP COM	Stock	$205K	0.0%Prev: 0.0%	423 SH	Increased+23 SH
LOWES COS INC COM	Stock	$15.8M	2.4%Prev: 1.7%	65,691 SH	Increased+3,233 SH
LYONDELLBASELL INDUSTRIES N V SHS - A -	Stock	$281K	0.0%	6,491 SH	New
MARATHON PETE CORP COM	Stock	$425K	0.1%Prev: 0.1%	2,616 SH	Increased+1,544 SH
MARKEL GROUP INC COM	Stock	$638K	0.1%Prev: 0.1%	297 SH	Increased+15 SH
MCDONALDS CORP COM	Stock	$1.5M	0.2%Prev: 0.2%	4,959 SH	Increased+138 SH
MEDTRONIC PLC SHS	Stock	$13.4M	2.0%Prev: 1.7%	139,031 SH	Increased+7,502 SH
MERCK & CO INC COM	Stock	$2.6M	0.4%Prev: 2.7%	24,958 SH	Decreased-100,826 SH
META PLATFORMS INC CL A	Stock	$15.3M	2.3%Prev: 2.5%	23,140 SH	Decreased+411 SH
METLIFE INC COM	Stock	$476K	0.1%Prev: 0.1%	6,028 SH	Decreased+285 SH
MICROSOFT CORP COM	Stock	$22.6M	3.4%Prev: 3.4%	46,629 SH	Decreased+1,858 SH
MORGAN STANLEY COM NEW	Stock	$392K	0.1%Prev: 0.1%	2,206 SH	Increased+292 SH
NETFLIX INC COM	Stock	$252K	0.0%	2,690 SH	New
NEXTERA ENERGY INC COM	Stock	$817K	0.1%Prev: 0.1%	10,178 SH	Increased+1,271 SH
NORFOLK SOUTHN CORP COM	Stock	$217K	0.0%Prev: 0.0%	750 SH	Decreased
NORTHROP GRUMMAN CORP COM	Stock	$266K	0.0%Prev: 0.0%	467 SH	Increased+48 SH
NUVEEN CR STRATEGIES INCOME FD COM SHS	CEF	$73K	0.0%Prev: 0.0%	14,601 SH	Increased
NVIDIA CORPORATION COM	Stock	$1.7M	0.3%Prev: 0.2%	9,240 SH	Increased+3,069 SH
ONEOK INC NEW COM	Stock	$207K	0.0%Prev: 0.0%	2,815 SH	Decreased+225 SH
ORACLE CORP COM	Stock	$833K	0.1%Prev: 0.1%	4,272 SH	Increased+995 SH
PALANTIR TECHNOLOGIES INC CL A	Stock	$1.2M	0.2%Prev: 0.0%	6,938 SH	Increased+5,314 SH
PEPSICO INC COM	Stock	$7.8M	1.2%Prev: 1.0%	54,208 SH	Increased+1,127 SH
PFIZER INC COM	Stock	$643K	0.1%Prev: 0.1%	25,813 SH	Increased+3,505 SH
PHILIP MORRIS INTL INC COM	Stock	$1.1M	0.2%Prev: 0.1%	6,819 SH	Increased+2,639 SH
PHILLIPS 66 COM	Stock	$672K	0.1%Prev: 0.2%	5,206 SH	Decreased+690 SH
PIMCO MUN INCOME FD II COM	CEF	$1.2M	0.2%	160,482 SH	New
PNC FINL SVCS GROUP INC COM	Stock	$231K	0.0%Prev: 0.0%	1,106 SH	Decreased
PROCTER & GAMBLE CO COM	Stock	$1.3M	0.2%Prev: 0.2%	8,732 SH	Increased+856 SH
PRUDENTIAL FINL INC COM	Stock	$11.5M	1.7%Prev: 1.6%	101,714 SH	Increased+8,800 SH
QUALCOMM INC COM	Stock	$441K	0.1%	2,575 SH	New
RENASANT CORP COM	Stock	$345K	0.1%Prev: 0.1%	9,807 SH	Decreased+720 SH
ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF	Stock	$218K	0.0%Prev: 0.1%	3,700 SH	Decreased-1,000 SH
RTX CORPORATION COM	Stock	$823K	0.1%Prev: 0.1%	4,490 SH	Increased+179 SH
SCHWAB CHARLES CORP COM	Stock	$14.8M	2.2%	148,104 SH	New
SHOPIFY INC CL A SUB VTG SHS	Stock	$241K	0.0%Prev: 0.0%	1,500 SH	Decreased-295 SH
SNAP ON INC COM	Stock	$260K	0.0%Prev: 0.0%	754 SH	Increased+44 SH
SOUTHERN CO COM	Stock	$2.2M	0.3%Prev: 0.2%	25,740 SH	Increased+9,196 SH
SPDR GOLD SHARES	ETF	$846K	0.1%Prev: 0.1%	2,135 SH	Increased-31 SH
SPDR S&P 500 ETF TRUST	ETF	$14.6M	2.2%	21,393 SH	New
SPDR S&P MIDCAP 400 ETF TRUST	ETF	$614K	0.1%	1,017 SH	New
STANLEY BLACK & DECKER INC COM	Stock	$1.2M	0.2%Prev: 0.1%	16,047 SH	Increased+5,985 SH
STARBUCKS CORP COM	Stock	$353K	0.1%Prev: 0.0%	4,193 SH	Increased+644 SH
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	ETF	$246K	0.0%Prev: 0.0%	4,491 SH	Increased+179 SH
STRYKER CORPORATION COM	Stock	$567K	0.1%Prev: 0.1%	1,614 SH	Increased+99 SH
TARGET CORP COM	Stock	$232K	0.0%Prev: 0.1%	2,369 SH	Decreased+3 SH
TESLA INC COM	Stock	$593K	0.1%Prev: 0.0%	1,318 SH	Increased+508 SH
TJX COS INC NEW COM	Stock	$386K	0.1%Prev: 0.0%	2,513 SH	Increased+879 SH
TRACTOR SUPPLY CO COM	Stock	$257K	0.0%	5,140 SH	New
TRUIST FINL CORP COM	Stock	$1.5M	0.2%Prev: 0.1%	29,586 SH	Increased+10,698 SH
UNION PAC CORP COM	Stock	$465K	0.1%Prev: 0.1%	2,011 SH	Decreased+18 SH
UNITED PARCEL SERVICE INC CL B	Stock	$211K	0.0%	2,128 SH	New
UNITEDHEALTH GROUP INC COM	Stock	$16.5M	2.5%Prev: 2.7%	49,978 SH	Decreased+116 SH
US BANCORP DEL COM NEW	Stock	$2.3M	0.3%	43,077 SH	New
VALMONT INDS INC COM	Stock	$1.1M	0.2%	2,721 SH	New
VANGUARD GROWTH ETF	ETF	$552K	0.1%	1,131 SH	New
VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$562K	0.1%Prev: 0.1%	745 SH	Increased-3,519 SH
VANGUARD INTERMEDIATE-TERM BOND ETF	ETF	$453K	0.1%Prev: 0.1%	5,813 SH	Increased+338 SH
VANGUARD MID-CAP ETF	ETF	$4.0M	0.6%	13,707 SH	New
VANGUARD RUSSELL 1000 VALUE ETF	ETF	$362K	0.1%Prev: 0.1%	3,921 SH	Decreased-48 SH
VANGUARD S&P 500 ETF	ETF	$4.9M	0.7%Prev: 0.7%	7,881 SH	Increased+1,159 SH
VANGUARD SMALL-CAP ETF	ETF	$4.5M	0.7%	17,579 SH	New
VANGUARD TOTAL INTERNATIONAL BOND ETF	ETF	$923K	0.1%Prev: 0.1%	19,095 SH	Increased-171 SH
VANGUARD TOTAL INTERNATIONAL STOCK ETF	ETF	$230K	0.0%Prev: 0.0%	3,046 SH	Decreased-14 SH
VANGUARD TOTAL STOCK MARKET ETF	ETF	$249K	0.0%	742 SH	New
VERIZON COMMUNICATIONS INC COM	Stock	$509K	0.1%Prev: 0.0%	12,501 SH	Increased+6,660 SH
VISA INC COM CL A	Stock	$6.4M	1.0%Prev: 0.9%	18,199 SH	Increased+1,127 SH
WALMART INC COM	Stock	$5.2M	0.8%Prev: 0.7%	46,394 SH	Increased+973 SH
WASTE MGMT INC DEL COM	Stock	$340K	0.1%Prev: 0.0%	1,548 SH	Increased-6 SH
WELLS FARGO CO NEW COM	Stock	$382K	0.1%	4,095 SH	New
WELLTOWER INC COM	REIT	$238K	0.0%Prev: 0.0%	1,283 SH	Decreased+27 SH
WEYERHAEUSER CO MTN BE COM NEW	REIT	$385K	0.1%	16,270 SH	New

Sold (vs prior filing)

ACCENTURE PLC IRELAND SHS CLASS A — $20.6M
BANK OF AMER CORP COM — $765K
BECTON DICKINSON & CO COM — $18.9M
BOSTON SCIENTIFIC CORP COM — $342K
CHARLES SCHWAB CORP (THE) COM — $14.2M
CHEVRON CORPORATION COM — $3.4M
DANAHER CORP DEL COM — $2.0M
DOLLAR GEN CORP COM — $319K
ENBRIDGE INC COM — $274K
EXXONMOBIL HOLDINGS CORP COM SHS — $13.9M
HONEYWELL AEROSPACE INC COM — $334K
INTUIT COM — $9.0M
INVESCO AI AND NEXT GEN SOFTWARE ETF — $412K
INVESCO BIOTECHNOLOGY & GENOME ETF — $204K
INVESCO NASDAQ 100 ETF — $218K
INVESCO S&P 500 EQUAL WEIGHT ETF — $1.0M
ISHARES CORE U.S. AGGREGATE BOND ETF — $202K
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF — $207K
ISHARES SEMICONDUCTOR ETF — $15.8M
JPMORGAN CHASE & CO COM — $19.2M
… and 16 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 21, 2026	Q4 2025	13F-HR	0001213900-26-005812	$664.5M	View
Oct 8, 2026	Q3 2026	13F-HR	0001213900-26-107847	$672.5M	View
Oct 15, 2025