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: $641.8M157 positionsView on SEC.gov

			% of Portfolio
3M CO COM	Stock	$512K	0.1%Prev: 0.1%	3,299 SH	Increased+553 SH
ABBVIE INC COM	Stock	$20.0M	3.1%Prev: 3.1%	86,285 SH	Decreased+4,299 SH
ADOBE INC COM	Stock	$2.0M	0.3%Prev: 1.8%	5,539 SH	Decreased-50,931 SH
AFLAC INC COM	Stock	$7.3M	1.1%Prev: 1.1%	65,487 SH	Increased+4,617 SH
ALPHABET INC CAP STK CL A	Stock	$24.1M	3.8%Prev: 3.4%	99,067 SH	Increased+36,823 SH
ALPHABET INC CAP STK CL C	Stock	$833K	0.1%Prev: 0.1%	3,422 SH	Decreased+773 SH
ALTRIA GROUP INC COM	Stock	$12.8M	2.0%Prev: 2.0%	193,941 SH	Decreased+14,674 SH
AMAZON COM INC COM	Stock	$15.8M	2.5%Prev: 2.6%	71,846 SH	Decreased+1,418 SH
AMERICAN ELEC PWR CO INC COM	Stock	$16.9M	2.6%Prev: 3.0%	150,172 SH	Decreased+7,246 SH
AMERICAN EXPRESS CO COM	Stock	$16.7M	2.6%Prev: 2.5%	50,243 SH	Increased+917 SH
AMERIS BANCORP COM	Stock	$623K	0.1%Prev: 0.1%	8,495 SH	Increased+3,492 SH
APPLE INC COM	Stock	$33.9M	5.3%Prev: 5.3%	132,981 SH	Decreased+13,638 SH
APPLIED MATLS INC COM	Stock	$5.8M	0.9%Prev: 1.5%	28,435 SH	Decreased+14,953 SH
ARCHER DANIELS MIDLAND CO COM	Stock	$1.4M	0.2%Prev: 0.3%	24,243 SH	Decreased-1,440 SH
AT&T INC COM	Stock	$7.0M	1.1%Prev: 0.7%	246,388 SH	Increased+22,971 SH
BANK AMERICA CORP COM	Stock	$700K	0.1%	13,566 SH	New
BANK NEW YORK MELLON CORP COM	Stock	$248K	0.0%	2,278 SH	New
BANK OZK LITTLE ROCK ARK COM	Stock	$557K	0.1%Prev: 0.1%	10,920 SH	Decreased
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$2.7M	0.4%Prev: 0.4%	5,378 SH	Increased+86 SH
BLACKROCK ENHANCED EQUITY DIVI COM	CEF	$123K	0.0%Prev: 0.0%	13,490 SH	Increased+3,490 SH
BLACKROCK INC COM	Stock	$886K	0.1%Prev: 0.1%	760 SH	Increased+45 SH
BOOKING HOLDINGS INC COM	Stock	$346K	0.1%Prev: 0.0%	64 SH	Increased-1,512 SH
BP PLC SPONSORED ADR	ADR	$419K	0.1%Prev: 0.1%	12,149 SH	Decreased+396 SH
BRISTOL-MYERS SQUIBB CO COM	Stock	$1.5M	0.2%Prev: 0.3%	33,846 SH	Decreased+795 SH
BROADCOM INC COM	Stock	$729K	0.1%Prev: 0.1%	2,209 SH	Decreased+207 SH
CAPITAL ONE FINL CORP COM	Stock	$792K	0.1%Prev: 0.1%	3,727 SH	Increased-52 SH
CARDINAL HEALTH INC COM	Stock	$1.1M	0.2%Prev: 0.2%	6,712 SH	Decreased+275 SH
CARLYLE GROUP INC COM	Stock	$15.5M	2.4%Prev: 1.5%	247,189 SH	Increased+8,689 SH
CATERPILLAR INC COM	Stock	$991K	0.2%Prev: 0.2%	2,077 SH	Decreased+740 SH
CENTENE CORP DEL COM	Stock	$427K	0.1%	11,956 SH	New
CHEVRON CORP NEW COM	Stock	$2.7M	0.4%	17,387 SH	New
CISCO SYS INC COM	Stock	$13.7M	2.1%Prev: 0.3%	200,281 SH	Increased+184,074 SH
CITIGROUP INC COM NEW	Stock	$8.8M	1.4%Prev: 1.8%	86,688 SH	Decreased+3,323 SH
CLOROX CO DEL COM	Stock	$553K	0.1%Prev: 0.1%	4,481 SH	Increased-984 SH
COCA COLA CO COM	Stock	$2.7M	0.4%Prev: 0.4%	40,366 SH	Decreased+6,460 SH
COLGATE PALMOLIVE CO COM	Stock	$300K	0.0%Prev: 0.1%	3,747 SH	Decreased-22 SH
COMCAST CORP NEW CL A	Stock	$266K	0.0%	8,466 SH	New
CONOCOPHILLIPS COM	Stock	$477K	0.1%Prev: 0.1%	5,040 SH	Increased+730 SH
COSTCO WHSL CORP NEW COM	Stock	$578K	0.1%	624 SH	New
CUMMINS INC COM	Stock	$16.5M	2.6%Prev: 3.0%	39,045 SH	Decreased+11,006 SH
DANAHER CORPORATION COM	Stock	$1.7M	0.3%	8,586 SH	New
DEERE & CO COM	Stock	$873K	0.1%Prev: 0.1%	1,910 SH	Increased+1,026 SH
DISNEY WALT CO COM	Stock	$339K	0.1%	2,964 SH	New
DOLLAR GEN CORP NEW COM	Stock	$322K	0.1%	3,119 SH	New
DOMINION ENERGY INC COM	Stock	$365K	0.1%Prev: 0.1%	5,975 SH	Decreased+267 SH
DUKE ENERGY CORP NEW COM NEW	Stock	$988K	0.2%Prev: 0.1%	7,987 SH	Increased+3,245 SH
EATON VANCE MUN BD FD COM	CEF	$126K	0.0%	12,638 SH	New
ELEVANCE HEALTH INC FORMERLY A COM	Stock	$15.3M	2.4%Prev: 2.7%	47,222 SH	Decreased+824 SH
ELI LILLY & CO COM	Stock	$3.9M	0.6%Prev: 0.9%	5,122 SH	Decreased+307 SH
EMERSON ELEC CO COM	Stock	$291K	0.0%Prev: 0.0%	2,215 SH	Decreased-51 SH
ENTERPRISE PRODS PARTNERS L P COM	Stock	$15.5M	2.4%Prev: 2.6%	495,026 SH	Decreased+36,090 SH
EOG RES INC COM	Stock	$12.1M	1.9%Prev: 1.3%	107,737 SH	Increased+41,335 SH
EQUIFAX INC COM	Stock	$7.4M	1.1%Prev: 0.7%	28,705 SH	Increased+50 SH
EXXON MOBIL CORP COM	Stock	$18.7M	2.9%	165,887 SH	New
FEDEX CORP COM	Stock	$224K	0.0%Prev: 0.0%	950 SH	Decreased+78 SH
FINANCIAL SELECT SECTOR SPDR FUND	ETF	$237K	0.0%	4,405 SH	New
FISERV INC COM	Stock	$14.1M	2.2%	109,436 SH	New
FLOWERS FOODS INC COM	Stock	$12.2M	1.9%Prev: 1.0%	935,708 SH	Increased+65,574 SH
FORD MTR CO COM	Stock	$143K	0.0%	11,952 SH	New
FORTINET INC COM	Stock	$534K	0.1%Prev: 0.1%	6,347 SH	Decreased+1,015 SH
GALLAGHER ARTHUR J & CO COM	Stock	$217K	0.0%	701 SH	New
GENERAC HLDGS INC COM	Stock	$284K	0.0%	1,694 SH	New
GENERAL MLS INC COM	Stock	$229K	0.0%	4,538 SH	New
GENERAL MTRS CO COM	Stock	$290K	0.0%Prev: 0.1%	4,750 SH	Decreased
GENUINE PARTS CO COM	Stock	$349K	0.1%Prev: 0.0%	2,517 SH	Increased+140 SH
GILEAD SCIENCES INC COM	Stock	$1.8M	0.3%Prev: 0.3%	16,284 SH	Decreased+575 SH
GLOBAL PMTS INC COM	Stock	$815K	0.1%Prev: 0.1%	9,805 SH	Increased+1,369 SH
GOLDMAN SACHS GROUP INC COM	Stock	$1.6M	0.2%Prev: 0.3%	1,972 SH	Decreased-87 SH
HOLOGIC INC COM	Stock	$786K	0.1%	11,642 SH	New
HOME DEPOT INC COM	Stock	$379K	0.1%Prev: 0.0%	936 SH	Increased+211 SH
HONEYWELL INTL INC COM	Stock	$12.4M	1.9%Prev: 1.0%	59,067 SH	Increased+30,936 SH
INTEL CORP COM	Stock	$293K	0.0%Prev: 0.1%	8,727 SH	Decreased+5,127 SH
INTERCONTINENTAL EXCHANGE INC COM	Stock	$1.2M	0.2%Prev: 0.1%	7,213 SH	Increased+705 SH
INTERNATIONAL BUSINESS MACHS COM	Stock	$11.5M	1.8%Prev: 0.2%	40,931 SH	Increased+35,283 SH
INVESCO QQQ TRUST SERIES I	ETF	$2.1M	0.3%Prev: 0.4%	3,421 SH	Decreased-160 SH
IRON MTN INC DEL COM	REIT	$275K	0.0%	2,702 SH	New
ISHARES 3-7 YEAR TREASURY BOND ETF	ETF	$205K	0.0%Prev: 0.0%	1,715 SH	Increased-5 SH
ISHARES CORE S&P 500 ETF	ETF	$608K	0.1%Prev: 0.1%	908 SH	Increased+270 SH
ISHARES MSCI EAFE ETF	ETF	$6.7M	1.0%Prev: 1.2%	71,709 SH	Decreased-5,481 SH
ISHARES MSCI EMERGING MARKETS ETF	ETF	$3.1M	0.5%Prev: 0.6%	58,588 SH	Decreased-1,834 SH
ISHARES PREFERRED & INCOME SECURITIES ETF	ETF	$501K	0.1%Prev: 0.1%	15,846 SH	Increased-189 SH
ISHARES RUSSELL 1000 ETF	ETF	$598K	0.1%Prev: 0.1%	1,636 SH	Decreased-45 SH
ISHARES RUSSELL 1000 GROWTH ETF	ETF	$634K	0.1%Prev: 0.1%	1,354 SH	Increased-3,484 SH
ISHARES RUSSELL 2000 ETF	ETF	$356K	0.1%Prev: 0.1%	1,472 SH	Decreased-96 SH
ISHARES RUSSELL MIDCAP ETF	ETF	$611K	0.1%Prev: 0.1%	6,333 SH	Decreased+672 SH
JOHNSON & JOHNSON COM	Stock	$1.5M	0.2%Prev: 0.3%	7,901 SH	Decreased+600 SH
JPMORGAN CHASE & CO. COM	Stock	$18.7M	2.9%	59,239 SH	New
KENVUE INC COM	Stock	$9.4M	1.5%	581,015 SH	New
KKR & CO INC COM	Stock	$342K	0.1%	2,630 SH	New
L3HARRIS TECHNOLOGIES INC COM	Stock	$14.7M	2.3%Prev: 2.0%	48,085 SH	Increased+2,305 SH
LOCKHEED MARTIN CORP COM	Stock	$211K	0.0%Prev: 0.0%	422 SH	Decreased-4 SH
LOWES COS INC COM	Stock	$16.2M	2.5%Prev: 2.1%	64,608 SH	Increased+2,797 SH
LYONDELLBASELL INDUSTRIES N V SHS - A -	Stock	$12.5M	1.9%	254,692 SH	New
MARATHON PETE CORP COM	Stock	$503K	0.1%Prev: 0.0%	2,610 SH	Increased+1,594 SH
MARKEL GROUP INC COM	Stock	$472K	0.1%Prev: 0.1%	247 SH	Decreased-35 SH
MCDONALDS CORP COM	Stock	$1.4M	0.2%Prev: 0.2%	4,732 SH	Increased-78 SH
MEDTRONIC PLC SHS	Stock	$13.1M	2.0%Prev: 1.5%	137,948 SH	Increased+7,912 SH
MERCK & CO INC COM	Stock	$2.0M	0.3%Prev: 2.5%	24,202 SH	Decreased-102,526 SH
META PLATFORMS INC CL A	Stock	$16.5M	2.6%Prev: 1.9%	22,479 SH	Increased+81 SH
METLIFE INC COM	Stock	$499K	0.1%Prev: 0.1%	6,064 SH	Increased+327 SH
MICROSOFT CORP COM	Stock	$24.0M	3.7%Prev: 2.6%	46,317 SH	Increased+1,139 SH
MORGAN STANLEY COM NEW	Stock	$350K	0.1%Prev: 0.1%	2,203 SH	Decreased-8 SH
NETFLIX INC COM	Stock	$222K	0.0%	185 SH	New
NEXTERA ENERGY INC COM	Stock	$754K	0.1%Prev: 0.1%	9,989 SH	Decreased+1,190 SH
NORFOLK SOUTHN CORP COM	Stock	$225K	0.0%Prev: 0.0%	750 SH	Decreased
NORTHROP GRUMMAN CORP COM	Stock	$287K	0.0%Prev: 0.0%	471 SH	Increased+33 SH
NUVEEN CR STRATEGIES INCOME FD COM SHS	CEF	$77K	0.0%Prev: 0.0%	14,601 SH	Increased
NVIDIA CORPORATION COM	Stock	$1.8M	0.3%Prev: 0.2%	9,406 SH	Increased+3,114 SH
ONEOK INC NEW COM	Stock	$204K	0.0%Prev: 0.0%	2,800 SH	Decreased
ORACLE CORP COM	Stock	$1.3M	0.2%Prev: 0.1%	4,566 SH	Increased+1,292 SH
PALANTIR TECHNOLOGIES INC CL A	Stock	$1.4M	0.2%Prev: 0.0%	7,706 SH	Increased+5,074 SH
PEPSICO INC COM	Stock	$7.2M	1.1%Prev: 1.1%	51,087 SH	Increased-1,326 SH
PFIZER INC COM	Stock	$659K	0.1%Prev: 0.1%	25,876 SH	Increased+3,333 SH
PHILIP MORRIS INTL INC COM	Stock	$1.1M	0.2%Prev: 0.1%	6,806 SH	Increased+2,636 SH
PHILLIPS 66 COM	Stock	$673K	0.1%Prev: 0.1%	4,948 SH	Decreased-156 SH
PIMCO MUN INCOME FD II COM	CEF	$815K	0.1%	103,025 SH	New
PNC FINL SVCS GROUP INC COM	Stock	$203K	0.0%Prev: 0.0%	1,008 SH	Decreased-98 SH
PROCTER AND GAMBLE CO COM	Stock	$1.3M	0.2%	8,617 SH	New
PRUDENTIAL FINL INC COM	Stock	$10.4M	1.6%Prev: 1.5%	100,164 SH	Increased+6,082 SH
QUALCOMM INC COM	Stock	$333K	0.1%	2,001 SH	New
RENASANT CORP COM	Stock	$362K	0.1%Prev: 0.1%	9,807 SH	Decreased+753 SH
RTX CORPORATION COM	Stock	$751K	0.1%Prev: 0.1%	4,486 SH	Decreased+158 SH
SCHWAB CHARLES CORP COM	Stock	$13.9M	2.2%Prev: 2.0%	145,928 SH	Increased+450 SH
SHOPIFY INC CL A SUB VTG SHS	Stock	$223K	0.0%	1,500 SH	New
SNAP ON INC COM	Stock	$263K	0.0%Prev: 0.0%	758 SH	Decreased+9 SH
SOUTHERN CO COM	Stock	$2.5M	0.4%Prev: 0.3%	26,643 SH	Increased+7,019 SH
SPDR GOLD SHARES	ETF	$767K	0.1%Prev: 0.1%	2,159 SH	Decreased+3 SH
SPDR S&P 500 ETF TRUST	ETF	$14.2M	2.2%	21,349 SH	New
SPDR S&P MIDCAP 400 ETF TRUST	ETF	$606K	0.1%	1,016 SH	New
STANLEY BLACK & DECKER INC COM	Stock	$1.2M	0.2%Prev: 0.2%	15,887 SH	Increased+4,741 SH
STARBUCKS CORP COM	Stock	$350K	0.1%Prev: 0.1%	4,140 SH	Decreased+700 SH
STRYKER CORPORATION COM	Stock	$616K	0.1%Prev: 0.1%	1,667 SH	Increased+52 SH
TARGET CORP COM	Stock	$217K	0.0%Prev: 0.0%	2,421 SH	Decreased+56 SH
TESLA INC COM	Stock	$587K	0.1%Prev: 0.1%	1,320 SH	Increased+516 SH
TJX COS INC NEW COM	Stock	$337K	0.1%Prev: 0.0%	2,332 SH	Increased+700 SH
TRACTOR SUPPLY CO COM	Stock	$293K	0.0%	5,148 SH	New
TRUIST FINL CORP COM	Stock	$1.5M	0.2%Prev: 0.1%	32,440 SH	Increased+13,507 SH
UNION PAC CORP COM	Stock	$477K	0.1%Prev: 0.1%	2,018 SH	Decreased+27 SH
UNITEDHEALTH GROUP INC COM	Stock	$17.6M	2.7%Prev: 3.1%	50,837 SH	Decreased+1,368 SH
US BANCORP DEL COM NEW	Stock	$2.1M	0.3%	43,289 SH	New
VALMONT INDS INC COM	Stock	$1.1M	0.2%	2,725 SH	New
VANGUARD GROWTH ETF	ETF	$525K	0.1%Prev: 0.1%	1,094 SH	Decreased-5,502 SH
VANGUARD HEALTH CARE ETF	ETF	$236K	0.0%	910 SH	New
VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$398K	0.1%Prev: 0.1%	533 SH	Decreased-3,731 SH
VANGUARD INTERMEDIATE-TERM BOND ETF	ETF	$479K	0.1%Prev: 0.1%	6,134 SH	Increased+539 SH
VANGUARD MID-CAP ETF	ETF	$3.9M	0.6%Prev: 0.7%	13,112 SH	Decreased-40,471 SH
VANGUARD RUSSELL 1000 VALUE ETF	ETF	$349K	0.1%Prev: 0.1%	3,900 SH	Decreased-54 SH
VANGUARD S&P 500 ETF	ETF	$4.5M	0.7%Prev: 0.8%	7,361 SH	Decreased-744 SH
VANGUARD SMALL-CAP ETF	ETF	$4.3M	0.7%Prev: 0.8%	16,833 SH	Decreased-79 SH
VANGUARD TOTAL INTERNATIONAL BOND ETF	ETF	$945K	0.1%Prev: 0.1%	19,097 SH	Increased-168 SH
VANGUARD TOTAL INTERNATIONAL STOCK ETF	ETF	$222K	0.0%Prev: 0.0%	3,018 SH	Decreased-37 SH
VERIZON COMMUNICATIONS INC COM	Stock	$596K	0.1%Prev: 0.0%	13,566 SH	Increased+7,763 SH
VISA INC COM CL A	Stock	$6.2M	1.0%Prev: 0.9%	18,189 SH	Increased+685 SH
WALMART INC COM	Stock	$4.8M	0.7%Prev: 0.8%	46,375 SH	Decreased+1,268 SH
WASTE MGMT INC DEL COM	Stock	$319K	0.0%Prev: 0.1%	1,444 SH	Decreased-108 SH
WELLS FARGO CO NEW COM	Stock	$355K	0.1%	4,231 SH	New
WELLTOWER INC COM	REIT	$230K	0.0%Prev: 0.0%	1,294 SH	Decreased+50 SH

Sold (vs prior filing)

ACCENTURE PLC IRELAND SHS CLASS A — $14.0M
BANK OF AMER CORP COM — $796K
BECTON DICKINSON & CO COM — $16.1M
BOSTON SCIENTIFIC CORP COM — $318K
CHEVRON CORPORATION COM — $2.8M
COLONY BANKCORP INC COM — $1.2M
COSTCO WHOLESALE CORPORATION COM — $534K
DANAHER CORP DEL COM — $1.7M
DOLLAR GEN CORP COM — $307K
EXXONMOBIL HOLDINGS CORP COM SHS — $11.7M
HONEYWELL AEROSPACE INC COM — $6.2M
INTUIT COM — $8.1M
INVESCO AI AND NEXT GEN SOFTWARE ETF — $422K
ISHARES CORE U.S. AGGREGATE BOND ETF — $248K
ISHARES SEMICONDUCTOR ETF — $17.5M
JPMORGAN CHASE & CO COM — $18.9M
LAM RESEARCH CORP COM NEW — $499K
PRICE T ROWE GROUP INC COM — $202K
PROCTER & GAMBLE CO COM — $1.2M
ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF — $464K
… and 10 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