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: $608.9M153 positionsView on SEC.gov

			% of Portfolio
3M CO COM	Stock	$358K	0.1%Prev: 0.1%	2,351 SH	Decreased-946 SH
ABBOTT LABS COM	Stock	$208K	0.0%	1,528 SH	New
ABBVIE INC COM	Stock	$15.9M	2.6%Prev: 2.8%	85,492 SH	Decreased-2,557 SH
ADOBE INC COM	Stock	$2.1M	0.4%Prev: 2.0%	5,512 SH	Decreased-52,530 SH
AFLAC INC COM	Stock	$7.0M	1.1%Prev: 1.1%	65,956 SH	Decreased-1,004 SH
ALLSTATE CORP COM	Stock	$281K	0.0%	1,396 SH	New
ALPHABET INC CAP STK CL A	Stock	$25.0M	4.1%Prev: 4.1%	141,850 SH	Decreased+43,182 SH
ALPHABET INC CAP STK CL C	Stock	$612K	0.1%Prev: 0.1%	3,449 SH	Decreased+86 SH
ALTRIA GROUP INC COM	Stock	$11.1M	1.8%Prev: 1.9%	189,274 SH	Decreased-15,779 SH
AMAZON COM INC COM	Stock	$15.8M	2.6%Prev: 2.2%	72,018 SH	Increased-2,210 SH
AMERICAN ELEC PWR CO INC COM	Stock	$15.4M	2.5%Prev: 2.9%	148,889 SH	Decreased-4,395 SH
AMERICAN EXPRESS CO COM	Stock	$21.2M	3.5%Prev: 2.2%	66,587 SH	Increased+15,221 SH
AMERIS BANCORP COM	Stock	$550K	0.1%Prev: 0.1%	8,495 SH	Decreased+113 SH
APPLE INC COM	Stock	$28.3M	4.6%Prev: 4.9%	137,928 SH	Decreased+4,445 SH
APPLIED MATLS INC COM	Stock	$5.3M	0.9%Prev: 1.3%	28,718 SH	Decreased+1,616 SH
ARCHER DANIELS MIDLAND CO COM	Stock	$1.2M	0.2%Prev: 0.3%	23,140 SH	Decreased-3,243 SH
AT&T INC COM	Stock	$6.9M	1.1%Prev: 1.1%	239,664 SH	Decreased-30,485 SH
BANK AMERICA CORP COM	Stock	$777K	0.1%Prev: 0.1%	16,419 SH	Increased+1,799 SH
BANK NEW YORK MELLON CORP COM	Stock	$219K	0.0%Prev: 0.0%	2,407 SH	Decreased-430 SH
BANK OZK LITTLE ROCK ARK COM	Stock	$522K	0.1%Prev: 0.1%	11,088 SH	Increased+168 SH
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$2.7M	0.4%Prev: 0.4%	5,525 SH	Increased+87 SH
BLACKROCK ENHANCED EQUITY DIVI COM	CEF	$119K	0.0%Prev: 0.0%	13,419 SH	Increased-256 SH
BLACKROCK INC COM	Stock	$836K	0.1%Prev: 0.1%	797 SH	Increased+61 SH
BOOKING HOLDINGS INC COM	Stock	$371K	0.1%Prev: 0.0%	64 SH	Increased+1 SH
BP PLC SPONSORED ADR	ADR	$363K	0.1%Prev: 0.1%	12,142 SH	Decreased-384 SH
BRISTOL-MYERS SQUIBB CO COM	Stock	$1.6M	0.3%Prev: 0.3%	33,772 SH	Decreased-203 SH
BROADCOM INC COM	Stock	$616K	0.1%Prev: 0.1%	2,234 SH	Decreased+12 SH
CAPITAL ONE FINL CORP COM	Stock	$793K	0.1%Prev: 0.1%	3,727 SH	Increased-52 SH
CARDINAL HEALTH INC COM	Stock	$1.1M	0.2%Prev: 0.2%	6,610 SH	Decreased-227 SH
CARLYLE GROUP INC COM	Stock	$16.2M	2.7%Prev: 1.8%	314,434 SH	Increased+55,698 SH
CATERPILLAR INC COM	Stock	$824K	0.1%Prev: 0.2%	2,123 SH	Decreased+88 SH
CENTENE CORP DEL COM	Stock	$12.2M	2.0%	224,169 SH	New
CHEVRON CORP NEW COM	Stock	$2.6M	0.4%	17,888 SH	New
CISCO SYS INC COM	Stock	$13.9M	2.3%Prev: 2.3%	200,898 SH	Decreased-5,595 SH
CITIGROUP INC COM NEW	Stock	$7.2M	1.2%Prev: 1.5%	85,061 SH	Decreased-4,230 SH
CLOROX CO DEL COM	Stock	$537K	0.1%Prev: 0.1%	4,476 SH	Increased+117 SH
COCA COLA CO COM	Stock	$2.9M	0.5%Prev: 0.4%	41,646 SH	Decreased+1,415 SH
COLGATE PALMOLIVE CO COM	Stock	$340K	0.1%Prev: 0.0%	3,739 SH	Increased-22 SH
COMCAST CORP NEW CL A	Stock	$306K	0.1%Prev: 0.0%	8,571 SH	Increased+97 SH
CONOCOPHILLIPS COM	Stock	$539K	0.1%Prev: 0.1%	6,002 SH	Decreased+1,086 SH
COSTCO WHSL CORP NEW COM	Stock	$618K	0.1%	624 SH	New
CUMMINS INC COM	Stock	$12.6M	2.1%Prev: 2.3%	38,417 SH	Decreased+8,876 SH
DANAHER CORPORATION COM	Stock	$1.8M	0.3%	8,872 SH	New
DEERE & CO COM	Stock	$963K	0.2%Prev: 0.2%	1,894 SH	Decreased-38 SH
DEXCOM INC COM	Stock	$529K	0.1%	6,056 SH	New
DISNEY WALT CO COM	Stock	$6.3M	1.0%	50,649 SH	New
DOLLAR GEN CORP NEW COM	Stock	$372K	0.1%	3,250 SH	New
DOMINION ENERGY INC COM	Stock	$338K	0.1%Prev: 0.1%	5,975 SH	Decreased
DUKE ENERGY CORP NEW COM NEW	Stock	$941K	0.2%Prev: 0.2%	7,971 SH	Decreased-25 SH
EATON VANCE MUN BD FD COM	CEF	$346K	0.1%	35,791 SH	New
ELI LILLY & CO COM	Stock	$4.1M	0.7%Prev: 0.7%	5,278 SH	Decreased-264 SH
EMERSON ELEC CO COM	Stock	$295K	0.0%Prev: 0.0%	2,214 SH	Increased-2 SH
ENTERPRISE PRODS PARTNERS L P COM	Stock	$10.6M	1.7%Prev: 2.7%	341,630 SH	Decreased-162,164 SH
EOG RES INC COM	Stock	$7.4M	1.2%Prev: 2.3%	61,877 SH	Decreased-48,882 SH
EQUIFAX INC COM	Stock	$7.4M	1.2%Prev: 0.7%	28,705 SH	Increased-250 SH
EXXON MOBIL CORP COM	Stock	$17.6M	2.9%Prev: 3.1%	163,319 SH	Decreased+34,500 SH
FEDEX CORP COM	Stock	$230K	0.0%Prev: 0.0%	1,012 SH	Decreased+141 SH
FINANCIAL SELECT SECTOR SPDR FUND	ETF	$230K	0.0%	4,398 SH	New
FISERV INC COM	Stock	$674K	0.1%Prev: 0.9%	3,911 SH	Decreased-107,090 SH
FLOWERS FOODS INC COM	Stock	$3.1M	0.5%Prev: 1.1%	193,928 SH	Decreased-737,747 SH
FORD MTR CO COM	Stock	$129K	0.0%Prev: 0.0%	11,918 SH	Decreased-94 SH
FORTINET INC COM	Stock	$660K	0.1%Prev: 0.1%	6,247 SH	Increased-288 SH
GALLAGHER ARTHUR J & CO COM	Stock	$224K	0.0%	700 SH	New
GENERAC HLDGS INC COM	Stock	$243K	0.0%	1,694 SH	New
GENERAL MLS INC COM	Stock	$234K	0.0%	4,508 SH	New
GENERAL MTRS CO COM	Stock	$238K	0.0%Prev: 0.1%	4,839 SH	Decreased+89 SH
GENUINE PARTS CO COM	Stock	$305K	0.1%Prev: 0.0%	2,515 SH	Increased-69 SH
GILEAD SCIENCES INC COM	Stock	$1.8M	0.3%Prev: 0.3%	16,626 SH	Decreased+92 SH
GLOBAL PMTS INC COM	Stock	$660K	0.1%Prev: 0.1%	8,241 SH	Decreased-5,395 SH
GOLDMAN SACHS GROUP INC COM	Stock	$1.7M	0.3%Prev: 0.2%	2,464 SH	Increased+434 SH
HOLOGIC INC COM	Stock	$766K	0.1%Prev: 0.1%	11,754 SH	Decreased+54 SH
HOME DEPOT INC COM	Stock	$508K	0.1%Prev: 0.0%	1,386 SH	Increased+583 SH
HONEYWELL INTL INC COM	Stock	$13.8M	2.3%Prev: 2.0%	59,104 SH	Decreased-1,885 SH
INTERCONTINENTAL EXCHANGE INC COM	Stock	$1.3M	0.2%Prev: 0.2%	7,298 SH	Increased-18 SH
INTERNATIONAL BUSINESS MACHS COM	Stock	$11.9M	2.0%Prev: 1.4%	40,414 SH	Increased-809 SH
INVESCO QQQ TRUST SERIES I	ETF	$1.9M	0.3%Prev: 0.3%	3,458 SH	Decreased-105 SH
IRON MTN INC DEL COM	REIT	$277K	0.0%Prev: 0.0%	2,700 SH	Decreased-33 SH
ISHARES 3-7 YEAR TREASURY BOND ETF	ETF	$204K	0.0%Prev: 0.0%	1,714 SH	Increased-5 SH
ISHARES CORE S&P 500 ETF	ETF	$588K	0.1%Prev: 0.1%	947 SH	Decreased+35 SH
ISHARES MSCI EAFE ETF	ETF	$6.4M	1.1%Prev: 1.1%	71,911 SH	Decreased-6,900 SH
ISHARES MSCI EMERGING MARKETS ETF	ETF	$2.8M	0.5%Prev: 0.5%	58,827 SH	Decreased-1,595 SH
ISHARES PREFERRED & INCOME SECURITIES ETF	ETF	$477K	0.1%Prev: 0.1%	15,552 SH	Decreased-367 SH
ISHARES RUSSELL 1000 ETF	ETF	$554K	0.1%Prev: 0.1%	1,632 SH	Decreased-45 SH
ISHARES RUSSELL 1000 GROWTH ETF	ETF	$574K	0.1%Prev: 0.1%	1,353 SH	Increased+145 SH
ISHARES RUSSELL 2000 ETF	ETF	$317K	0.1%Prev: 0.1%	1,470 SH	Decreased-97 SH
ISHARES RUSSELL MIDCAP ETF	ETF	$582K	0.1%Prev: 0.1%	6,333 SH	Increased+413 SH
JOHNSON & JOHNSON COM	Stock	$1.3M	0.2%Prev: 0.3%	8,462 SH	Decreased+514 SH
JPMORGAN CHASE & CO. COM	Stock	$23.0M	3.8%	79,452 SH	New
KENVUE INC COM	Stock	$11.9M	2.0%	567,656 SH	New
KKR & CO INC COM	Stock	$350K	0.1%Prev: 0.0%	2,630 SH	Increased
L3HARRIS TECHNOLOGIES INC COM	Stock	$11.9M	2.0%Prev: 2.4%	47,517 SH	Decreased-709 SH
LOWES COS INC COM	Stock	$14.4M	2.4%Prev: 2.2%	64,910 SH	Decreased-1,263 SH
LYONDELLBASELL INDUSTRIES N V SHS - A -	Stock	$14.5M	2.4%	249,852 SH	New
MARATHON PETE CORP COM	Stock	$433K	0.1%Prev: 0.1%	2,605 SH	Decreased-16 SH
MARKEL GROUP INC COM	Stock	$493K	0.1%Prev: 0.1%	247 SH	Decreased-50 SH
MCDONALDS CORP COM	Stock	$1.4M	0.2%Prev: 0.2%	4,724 SH	Decreased-76 SH
MEDTRONIC PLC SHS	Stock	$11.8M	1.9%Prev: 1.8%	135,812 SH	Decreased-5,940 SH
MERCK & CO INC COM	Stock	$1.9M	0.3%Prev: 2.3%	24,276 SH	Decreased-105,802 SH
META PLATFORMS INC CL A	Stock	$28.5M	4.7%Prev: 1.9%	38,617 SH	Increased+14,970 SH
METLIFE INC COM	Stock	$515K	0.1%Prev: 0.1%	6,407 SH	Increased+207 SH
MICROSOFT CORP COM	Stock	$23.5M	3.9%Prev: 2.5%	47,252 SH	Increased+72 SH
MORGAN STANLEY COM NEW	Stock	$310K	0.1%Prev: 0.1%	2,200 SH	Decreased-9 SH
NETFLIX INC COM	Stock	$205K	0.0%	153 SH	New
NEXTERA ENERGY INC COM	Stock	$746K	0.1%Prev: 0.1%	10,747 SH	Decreased-247 SH
NORTHROP GRUMMAN CORP COM	Stock	$237K	0.0%Prev: 0.0%	474 SH	Decreased+11 SH
NUVEEN CR STRATEGIES INCOME FD COM SHS	CEF	$79K	0.0%	14,601 SH	New
NVIDIA CORPORATION COM	Stock	$1.7M	0.3%Prev: 0.2%	10,883 SH	Increased+1,334 SH
ONEOK INC NEW COM	Stock	$229K	0.0%Prev: 0.0%	2,800 SH	Decreased
ORACLE CORP COM	Stock	$910K	0.1%Prev: 0.1%	4,164 SH	Increased-108 SH
PALANTIR TECHNOLOGIES INC CL A	Stock	$1.7M	0.3%Prev: 0.2%	12,659 SH	Increased+4,677 SH
PEPSICO INC COM	Stock	$6.6M	1.1%Prev: 1.3%	50,152 SH	Decreased-6,288 SH
PFIZER INC COM	Stock	$633K	0.1%Prev: 0.1%	26,120 SH	Decreased+192 SH
PHILIP MORRIS INTL INC COM	Stock	$1.2M	0.2%Prev: 0.2%	6,805 SH	Increased-26 SH
PHILLIPS 66 COM	Stock	$653K	0.1%Prev: 0.1%	5,471 SH	Decreased+261 SH
PIMCO MUN INCOME FD II COM	CEF	$823K	0.1%Prev: 0.1%	110,506 SH	Increased+6,282 SH
PIMCO MUN INCOME FD III COM	CEF	$359K	0.1%	52,307 SH	New
PROCTER AND GAMBLE CO COM	Stock	$1.4M	0.2%	8,662 SH	New
PRUDENTIAL FINL INC COM	Stock	$10.6M	1.7%Prev: 1.5%	98,857 SH	Increased-5,936 SH
QUALCOMM INC COM	Stock	$377K	0.1%Prev: 0.0%	2,369 SH	Increased-51 SH
RENASANT CORP COM	Stock	$363K	0.1%Prev: 0.0%	10,103 SH	Increased+1,080 SH
RTX CORPORATION COM	Stock	$666K	0.1%Prev: 0.1%	4,559 SH	Decreased+189 SH
SCHWAB CHARLES CORP COM	Stock	$16.6M	2.7%Prev: 2.0%	181,949 SH	Increased+31,164 SH
SNAP ON INC COM	Stock	$238K	0.0%Prev: 0.0%	766 SH	Decreased+19 SH
SOUTHERN CO COM	Stock	$2.4M	0.4%Prev: 0.4%	25,637 SH	Decreased-387 SH
SPDR GOLD SHARES	ETF	$658K	0.1%Prev: 0.1%	2,159 SH	Decreased+33 SH
SPDR S&P 500 ETF TRUST	ETF	$13.3M	2.2%	21,585 SH	New
SPDR S&P MIDCAP 400 ETF TRUST	ETF	$575K	0.1%	1,015 SH	New
STANLEY BLACK & DECKER INC COM	Stock	$1.1M	0.2%Prev: 0.2%	15,980 SH	Decreased-419 SH
STARBUCKS CORP COM	Stock	$379K	0.1%Prev: 0.1%	4,133 SH	Increased+220 SH
STRYKER CORPORATION COM	Stock	$669K	0.1%Prev: 0.1%	1,690 SH	Increased+77 SH
TESLA INC COM	Stock	$936K	0.2%Prev: 0.1%	2,945 SH	Increased+1,649 SH
TJX COS INC NEW COM	Stock	$287K	0.0%Prev: 0.1%	2,328 SH	Decreased-381 SH
TRACTOR SUPPLY CO COM	Stock	$272K	0.0%Prev: 0.0%	5,148 SH	Increased+26 SH
TRUIST FINL CORP COM	Stock	$1.4M	0.2%Prev: 0.2%	32,669 SH	Increased+3,655 SH
UNION PAC CORP COM	Stock	$468K	0.1%Prev: 0.1%	2,036 SH	Decreased+46 SH
UNITEDHEALTH GROUP INC COM	Stock	$12.8M	2.1%Prev: 2.0%	41,062 SH	Decreased-11,174 SH
US BANCORP DEL COM NEW	Stock	$1.9M	0.3%	43,054 SH	New
VALMONT INDS INC COM	Stock	$890K	0.1%Prev: 0.2%	2,725 SH	Decreased-198 SH
VANGUARD GROWTH ETF	ETF	$480K	0.1%Prev: 0.1%	1,094 SH	Decreased-156 SH
VANGUARD HEALTH CARE ETF	ETF	$226K	0.0%	910 SH	New
VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$354K	0.1%Prev: 0.1%	533 SH	Decreased
VANGUARD INTERMEDIATE-TERM BOND ETF	ETF	$474K	0.1%Prev: 0.1%	6,134 SH	Increased+321 SH
VANGUARD MID-CAP ETF	ETF	$3.7M	0.6%Prev: 0.6%	13,167 SH	Decreased-659 SH
VANGUARD RUSSELL 1000 VALUE ETF	ETF	$331K	0.1%Prev: 0.1%	3,883 SH	Decreased-55 SH
VANGUARD S&P 500 ETF	ETF	$4.2M	0.7%Prev: 0.7%	7,371 SH	Decreased-547 SH
VANGUARD SMALL-CAP ETF	ETF	$4.0M	0.7%Prev: 0.7%	16,906 SH	Decreased-749 SH
VANGUARD TOTAL INTERNATIONAL BOND ETF	ETF	$945K	0.2%Prev: 0.1%	19,097 SH	Increased-166 SH
VANGUARD TOTAL INTERNATIONAL STOCK ETF	ETF	$208K	0.0%Prev: 0.0%	3,011 SH	Decreased-37 SH
VERIZON COMMUNICATIONS INC COM	Stock	$636K	0.1%Prev: 0.1%	14,701 SH	Decreased+943 SH
VISA INC COM CL A	Stock	$6.7M	1.1%Prev: 0.8%	18,811 SH	Increased+604 SH
WALMART INC COM	Stock	$4.5M	0.7%Prev: 0.8%	46,323 SH	Decreased-275 SH
WASTE MGMT INC DEL COM	Stock	$559K	0.1%Prev: 0.1%	2,442 SH	Increased+893 SH
WELLS FARGO CO NEW COM	Stock	$327K	0.1%	4,079 SH	New

Sold (vs prior filing)

AMEREN CORP COM — $203K
CHEVRON CORPORATION COM — $3.6M
COLONY BANKCORP INC COM — $1.1M
COSTCO WHOLESALE CORPORATION COM — $569K
DANAHER CORP DEL COM — $1.8M
DOLLAR GEN CORP COM — $394K
DOW HLDGS INC COM — $18.5M
ELEVANCE HEALTH INC FORMERLY A COM — $14.5M
INTEL CORP COM — $293K
INTUIT COM — $13.6M
ISHARES BITCOIN TRUST ETF — $239K
ISHARES CORE U.S. AGGREGATE BOND ETF — $248K
JPMORGAN CHASE & CO COM — $17.7M
LAM RESEARCH CORP COM NEW — $246K
LOCKHEED MARTIN CORP COM — $257K
LYONDELLBASELL INDUSTRIES NV SHS - A - — $238K
NETFLIX INC. COM — $276K
NORFOLK SOUTHN CORP COM — $215K
PNC FINL SVCS GROUP INC COM — $230K
PROCTER & GAMBLE CO COM — $1.3M
… and 12 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