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: $695.3M159 positionsView on SEC.gov

			% of Portfolio
3M CO COM	Stock	$479K	0.1%Prev: 0.1%	3,297 SH	Increased+939 SH
ABBVIE INC COM	Stock	$19.1M	2.8%Prev: 2.9%	88,049 SH	Increased+3,467 SH
ADOBE INC COM	Stock	$14.1M	2.0%Prev: 0.1%	58,042 SH	Increased+57,100 SH
AFLAC INC COM	Stock	$7.3M	1.1%Prev: 1.2%	66,960 SH	Increased+1,419 SH
ALPHABET INC CAP STK CL A	Stock	$28.4M	4.1%Prev: 3.6%	98,668 SH	Increased-42,792 SH
ALPHABET INC CAP STK CL C	Stock	$965K	0.1%Prev: 0.1%	3,363 SH	Increased+128 SH
ALTRIA GROUP INC COM	Stock	$13.5M	1.9%Prev: 1.9%	205,053 SH	Increased+14,687 SH
AMAZON COM INC COM	Stock	$15.5M	2.2%Prev: 2.2%	74,228 SH	Increased+3,497 SH
AMEREN CORP COM	Stock	$203K	0.0%	1,849 SH	New
AMERICAN ELEC PWR CO INC COM	Stock	$20.1M	2.9%Prev: 2.6%	153,284 SH	Increased+5,034 SH
AMERICAN EXPRESS CO COM	Stock	$15.5M	2.2%Prev: 2.9%	51,366 SH	Decreased-15,684 SH
AMERIS BANCORP COM	Stock	$654K	0.1%Prev: 0.1%	8,382 SH	Increased-113 SH
APPLE INC COM	Stock	$33.9M	4.9%Prev: 4.9%	133,483 SH	Increased-2,748 SH
APPLIED MATLS INC COM	Stock	$9.3M	1.3%Prev: 0.7%	27,102 SH	Increased-1,627 SH
ARCHER DANIELS MIDLAND CO COM	Stock	$1.9M	0.3%Prev: 0.2%	26,383 SH	Increased+3,281 SH
AT&T INC COM	Stock	$7.8M	1.1%Prev: 1.1%	270,149 SH	Increased+30,734 SH
BANK AMERICA CORP COM	Stock	$713K	0.1%Prev: 0.1%	14,620 SH	Increased-1,072 SH
BANK NEW YORK MELLON CORP COM	Stock	$337K	0.0%Prev: 0.0%	2,837 SH	Increased+442 SH
BANK OZK LITTLE ROCK ARK COM	Stock	$501K	0.1%Prev: 0.1%	10,920 SH	Increased-168 SH
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$2.6M	0.4%Prev: 0.5%	5,438 SH	Decreased-48 SH
BLACKROCK ENHANCED EQUITY DIVI COM	CEF	$118K	0.0%Prev: 0.0%	13,675 SH	Increased+329 SH
BLACKROCK INC COM	Stock	$708K	0.1%Prev: 2.4%	736 SH	Decreased-14,890 SH
BOOKING HOLDINGS INC COM	Stock	$265K	0.0%Prev: 0.0%	63 SH	Decreased-3 SH
BP PLC SPONSORED ADR	ADR	$589K	0.1%Prev: 0.1%	12,526 SH	Increased+391 SH
BRISTOL-MYERS SQUIBB CO COM	Stock	$2.1M	0.3%Prev: 0.3%	33,975 SH	Increased+776 SH
BROADCOM INC COM	Stock	$688K	0.1%Prev: 0.1%	2,222 SH	Increased-151 SH
CAPITAL ONE FINL CORP COM	Stock	$689K	0.1%	3,779 SH	New
CARDINAL HEALTH INC COM	Stock	$1.4M	0.2%Prev: 0.2%	6,837 SH	Increased+83 SH
CARLYLE GROUP INC COM	Stock	$12.5M	1.8%Prev: 2.2%	258,736 SH	Decreased-47,625 SH
CATERPILLAR INC COM	Stock	$1.4M	0.2%Prev: 0.1%	2,035 SH	Increased-125 SH
CHEVRON CORPORATION COM	Stock	$3.6M	0.5%	17,396 SH	New
CISCO SYS INC COM	Stock	$16.0M	2.3%Prev: 2.0%	206,493 SH	Increased+6,677 SH
CITIGROUP INC COM NEW	Stock	$10.1M	1.5%Prev: 1.0%	89,291 SH	Increased+4,535 SH
CLOROX CO DEL COM	Stock	$452K	0.1%Prev: 0.1%	4,359 SH	Decreased-157 SH
COCA COLA CO COM	Stock	$3.1M	0.4%Prev: 0.5%	40,231 SH	Increased-966 SH
COLGATE PALMOLIVE CO COM	Stock	$321K	0.0%Prev: 0.1%	3,761 SH	Decreased+22 SH
COLONY BANKCORP INC COM	Stock	$1.1M	0.2%	56,430 SH	New
COMCAST CORP NEW CL A	Stock	$243K	0.0%Prev: 0.1%	8,474 SH	Decreased-1,403 SH
CONOCOPHILLIPS COM	Stock	$649K	0.1%Prev: 1.4%	4,916 SH	Decreased-74,448 SH
COSTCO WHOLESALE CORPORATION COM	Stock	$569K	0.1%	571 SH	New
CUMMINS INC COM	Stock	$15.9M	2.3%Prev: 1.9%	29,541 SH	Increased-8,247 SH
DANAHER CORP DEL COM	Stock	$1.8M	0.3%	9,424 SH	New
DEERE & CO COM	Stock	$1.1M	0.2%Prev: 2.6%	1,932 SH	Decreased-32,429 SH
DOLLAR GEN CORP COM	Stock	$394K	0.1%	3,320 SH	New
DOMINION ENERGY INC COM	Stock	$369K	0.1%Prev: 0.1%	5,975 SH	Increased
DOW HLDGS INC COM	Stock	$18.5M	2.7%	443,687 SH	New
DUKE ENERGY CORP NEW COM NEW	Stock	$1.0M	0.2%Prev: 0.2%	7,996 SH	Increased-32 SH
ELEVANCE HEALTH INC FORMERLY A COM	Stock	$14.5M	2.1%	49,616 SH	New
ELI LILLY & CO COM	Stock	$5.1M	0.7%Prev: 0.7%	5,542 SH	Increased+206 SH
EMERSON ELEC CO COM	Stock	$290K	0.0%Prev: 0.0%	2,216 SH	Increased+6 SH
ENTERPRISE PRODS PARTNERS L P COM	Stock	$19.1M	2.7%Prev: 1.9%	503,794 SH	Increased+158,545 SH
EOG RES INC COM	Stock	$16.0M	2.3%	110,759 SH	New
EQUIFAX INC COM	Stock	$5.2M	0.7%Prev: 1.1%	28,955 SH	Decreased+250 SH
EXXON MOBIL CORP COM	Stock	$21.9M	3.1%Prev: 3.1%	128,819 SH	Increased-32,411 SH
FEDEX CORP COM	Stock	$310K	0.0%Prev: 0.0%	871 SH	Increased-55 SH
FISERV INC COM	Stock	$6.2M	0.9%Prev: 0.1%	111,001 SH	Increased+107,090 SH
FLOWERS FOODS INC COM	Stock	$7.6M	1.1%Prev: 0.6%	931,675 SH	Increased+737,012 SH
FORD MTR CO COM	Stock	$139K	0.0%	12,012 SH	New
FORTINET INC COM	Stock	$534K	0.1%Prev: 0.1%	6,535 SH	Decreased+288 SH
GENERAL MTRS CO COM	Stock	$354K	0.1%Prev: 0.0%	4,750 SH	Increased-89 SH
GENUINE PARTS CO COM	Stock	$273K	0.0%Prev: 0.0%	2,584 SH	Decreased+72 SH
GILEAD SCIENCES INC COM	Stock	$2.3M	0.3%Prev: 0.3%	16,534 SH	Increased-88 SH
GLOBAL PMTS INC COM	Stock	$918K	0.1%Prev: 0.1%	13,636 SH	Increased+5,506 SH
GOLDMAN SACHS GROUP INC COM	Stock	$1.7M	0.2%Prev: 0.2%	2,030 SH	Increased-399 SH
HOLOGIC INC COM	Stock	$884K	0.1%Prev: 0.1%	11,700 SH	Increased-564 SH
HOME DEPOT INC COM	Stock	$264K	0.0%Prev: 0.1%	803 SH	Decreased-552 SH
HONEYWELL INTL INC COM	Stock	$13.8M	2.0%Prev: 2.0%	60,989 SH	Increased+2,166 SH
INTEL CORP COM	Stock	$293K	0.0%Prev: 0.0%	6,644 SH	Increased-4,025 SH
INTERCONTINENTAL EXCHANGE INC COM	Stock	$1.2M	0.2%Prev: 0.2%	7,316 SH	Decreased+59 SH
INTERNATIONAL BUSINESS MACHS COM	Stock	$10.0M	1.4%Prev: 1.6%	41,223 SH	Decreased+734 SH
INTUIT COM	Stock	$13.6M	2.0%	31,471 SH	New
INVESCO QQQ TRUST SERIES I	ETF	$2.1M	0.3%Prev: 0.3%	3,563 SH	Increased+65 SH
IRON MTN INC DEL COM	REIT	$279K	0.0%Prev: 0.0%	2,733 SH	Increased+35 SH
ISHARES 3-7 YEAR TREASURY BOND ETF	ETF	$204K	0.0%Prev: 0.0%	1,719 SH	Increased+7 SH
ISHARES BITCOIN TRUST ETF	ETF	$239K	0.0%	6,218 SH	New
ISHARES CORE S&P 500 ETF	ETF	$595K	0.1%Prev: 0.1%	912 SH	Increased-44 SH
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$248K	0.0%	2,500 SH	New
ISHARES MSCI EAFE ETF	ETF	$7.7M	1.1%Prev: 1.0%	78,811 SH	Increased+6,949 SH
ISHARES MSCI EMERGING MARKETS ETF	ETF	$3.4M	0.5%Prev: 0.4%	60,422 SH	Increased+1,595 SH
ISHARES PREFERRED & INCOME SECURITIES ETF	ETF	$483K	0.1%Prev: 0.1%	15,919 SH	Increased+1,641 SH
ISHARES RUSSELL 1000 ETF	ETF	$598K	0.1%Prev: 0.1%	1,677 SH	Increased+49 SH
ISHARES RUSSELL 1000 GROWTH ETF	ETF	$515K	0.1%Prev: 0.1%	1,208 SH	Increased-144 SH
ISHARES RUSSELL 2000 ETF	ETF	$389K	0.1%Prev: 0.0%	1,567 SH	Increased+99 SH
ISHARES RUSSELL MIDCAP ETF	ETF	$576K	0.1%Prev: 0.1%	5,920 SH	Increased-413 SH
JOHNSON & JOHNSON COM	Stock	$1.9M	0.3%Prev: 0.2%	7,948 SH	Increased-521 SH
JPMORGAN CHASE & CO COM	Stock	$17.7M	2.6%	60,313 SH	New
KKR & CO INC COM	Stock	$243K	0.0%Prev: 0.0%	2,630 SH	Decreased
L3HARRIS TECHNOLOGIES INC COM	Stock	$16.6M	2.4%Prev: 1.6%	48,226 SH	Increased+998 SH
LAM RESEARCH CORP COM NEW	Stock	$246K	0.0%	1,152 SH	New
LOCKHEED MARTIN CORP COM	Stock	$257K	0.0%	424 SH	New
LOWES COS INC COM	Stock	$15.6M	2.2%Prev: 2.4%	66,173 SH	Increased+2,300 SH
LYONDELLBASELL INDUSTRIES NV SHS - A -	Stock	$238K	0.0%	2,954 SH	New
MARATHON PETE CORP COM	Stock	$640K	0.1%Prev: 0.1%	2,621 SH	Increased+22 SH
MARKEL GROUP INC COM	Stock	$568K	0.1%Prev: 0.1%	297 SH	Increased+75 SH
MCDONALDS CORP COM	Stock	$1.5M	0.2%Prev: 0.2%	4,800 SH	Increased+85 SH
MEDTRONIC PLC SHS	Stock	$12.3M	1.8%Prev: 2.0%	141,752 SH	Increased+7,444 SH
MERCK & CO INC COM	Stock	$15.6M	2.3%Prev: 0.3%	130,078 SH	Increased+106,787 SH
META PLATFORMS INC CL A	Stock	$13.5M	1.9%Prev: 1.9%	23,647 SH	Increased+3,214 SH
METLIFE INC COM	Stock	$438K	0.1%Prev: 1.9%	6,200 SH	Decreased-140,759 SH
MICROSOFT CORP COM	Stock	$17.5M	2.5%Prev: 2.9%	47,180 SH	Decreased+392 SH
MORGAN STANLEY COM NEW	Stock	$364K	0.1%Prev: 0.0%	2,209 SH	Increased-238 SH
NETFLIX INC. COM	Stock	$276K	0.0%	2,870 SH	New
NEXTERA ENERGY INC COM	Stock	$1.0M	0.1%Prev: 0.1%	10,994 SH	Increased+251 SH
NORFOLK SOUTHN CORP COM	Stock	$215K	0.0%	750 SH	New
NORTHROP GRUMMAN CORP COM	Stock	$316K	0.0%Prev: 0.0%	463 SH	Increased-13 SH
NVIDIA CORPORATION COM	Stock	$1.7M	0.2%Prev: 0.2%	9,549 SH	Increased-1,796 SH
ONEOK INC NEW COM	Stock	$253K	0.0%Prev: 0.0%	2,800 SH	Decreased
ORACLE CORP COM	Stock	$628K	0.1%Prev: 0.1%	4,272 SH	Decreased-741 SH
PALANTIR TECHNOLOGIES INC CL A	Stock	$1.2M	0.2%Prev: 0.2%	7,982 SH	Decreased-6,034 SH
PEPSICO INC COM	Stock	$8.8M	1.3%Prev: 1.2%	56,440 SH	Increased+8,141 SH
PFIZER INC COM	Stock	$728K	0.1%Prev: 0.1%	25,928 SH	Increased-317 SH
PHILIP MORRIS INTL INC COM	Stock	$1.1M	0.2%Prev: 0.2%	6,831 SH	Increased+38 SH
PHILLIPS 66 COM	Stock	$949K	0.1%Prev: 0.1%	5,210 SH	Increased-256 SH
PIMCO MUN INCOME FD II COM	CEF	$789K	0.1%Prev: 0.1%	104,224 SH	Decreased-3,988 SH
PNC FINL SVCS GROUP INC COM	Stock	$230K	0.0%	1,106 SH	New
PROCTER & GAMBLE CO COM	Stock	$1.3M	0.2%	8,694 SH	New
PRUDENTIAL FINL INC COM	Stock	$10.2M	1.5%Prev: 1.8%	104,793 SH	Decreased+5,974 SH
QUALCOMM INC COM	Stock	$312K	0.0%Prev: 0.0%	2,420 SH	Increased+524 SH
RENASANT CORP COM	Stock	$326K	0.0%	9,023 SH	New
ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF	Stock	$229K	0.0%	3,700 SH	New
RTX CORPORATION COM	Stock	$843K	0.1%Prev: 0.1%	4,370 SH	Increased-64 SH
SCHWAB CHARLES CORP COM	Stock	$14.2M	2.0%Prev: 2.3%	150,785 SH	Decreased-32,704 SH
SHELL PLC SPON ADS	ADR	$243K	0.0%	2,608 SH	New
SNAP ON INC COM	Stock	$271K	0.0%Prev: 0.0%	747 SH	Increased-16 SH
SOUTHERN CO COM	Stock	$2.5M	0.4%Prev: 0.4%	26,024 SH	Increased+378 SH
SPDR GOLD SHARES	ETF	$915K	0.1%Prev: 0.1%	2,126 SH	Increased-33 SH
STANLEY BLACK & DECKER INC COM	Stock	$1.2M	0.2%Prev: 0.3%	16,399 SH	Decreased-8,455 SH
STARBUCKS CORP COM	Stock	$351K	0.1%Prev: 0.3%	3,913 SH	Decreased-14,656 SH
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	ETF	$222K	0.0%	4,506 SH	New
STATE STREET SPDR S&P 500 ETF	ETF	$14.2M	2.0%	21,761 SH	New
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST	ETF	$638K	0.1%	1,034 SH	New
STRYKER CORPORATION COM	Stock	$530K	0.1%Prev: 0.1%	1,613 SH	Decreased-102 SH
TARGET CORP COM	Stock	$287K	0.0%Prev: 0.0%	2,365 SH	Increased+427 SH
TESLA INC COM	Stock	$482K	0.1%Prev: 0.1%	1,296 SH	Decreased-1,355 SH
TJX COS INC NEW COM	Stock	$433K	0.1%Prev: 0.0%	2,709 SH	Increased+385 SH
TRACTOR SUPPLY CO COM	Stock	$232K	0.0%Prev: 0.1%	5,122 SH	Decreased-601 SH
TRUIST FINL CORP COM	Stock	$1.3M	0.2%Prev: 0.2%	29,014 SH	Increased-191 SH
UNION PAC CORP COM	Stock	$483K	0.1%Prev: 0.1%	1,990 SH	Decreased-244 SH
UNITED PARCEL SVCS INC CL B	Stock	$359K	0.1%	3,647 SH	New
UNITEDHEALTH GROUP INC COM	Stock	$14.1M	2.0%Prev: 2.0%	52,236 SH	Increased+29,325 SH
US BANCORP COM NEW	Stock	$2.2M	0.3%	43,226 SH	New
VALMONT INDS INC COM	Stock	$1.2M	0.2%Prev: 0.1%	2,923 SH	Increased+79 SH
VANGUARD GROWTH ETF	ETF	$546K	0.1%Prev: 0.1%	1,250 SH	Increased+143 SH
VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$372K	0.1%Prev: 0.0%	533 SH	Increased-18 SH
VANGUARD INTERMEDIATE-TERM BOND ETF	ETF	$449K	0.1%Prev: 0.1%	5,813 SH	Decreased-507 SH
VANGUARD MID-CAP ETF	ETF	$4.0M	0.6%Prev: 0.6%	13,826 SH	Increased+659 SH
VANGUARD RUSSELL 1000 VALUE ETF	ETF	$369K	0.1%Prev: 0.1%	3,938 SH	Increased+74 SH
VANGUARD S&P 500 ETF	ETF	$4.7M	0.7%Prev: 0.6%	7,918 SH	Increased+161 SH
VANGUARD SMALL-CAP ETF	ETF	$4.6M	0.7%Prev: 0.6%	17,655 SH	Increased+148 SH
VANGUARD TOTAL INTERNATIONAL BOND ETF	ETF	$926K	0.1%Prev: 0.2%	19,263 SH	Decreased+166 SH
VANGUARD TOTAL INTERNATIONAL STOCK ETF	ETF	$235K	0.0%	3,048 SH	New
VANGUARD TOTAL STOCK MARKET ETF	ETF	$238K	0.0%	743 SH	New
VERIZON COMMUNICATIONS INC COM	Stock	$691K	0.1%Prev: 0.2%	13,758 SH	Decreased-16,663 SH
VISA INC COM CL A	Stock	$5.5M	0.8%Prev: 1.1%	18,207 SH	Decreased-600 SH
WALMART INC COM	Stock	$5.8M	0.8%Prev: 0.7%	46,598 SH	Increased+391 SH
WASTE MGMT INC DEL COM	Stock	$356K	0.1%Prev: 0.1%	1,549 SH	Decreased-891 SH
WELLS FARGO & CO COM	Stock	$321K	0.0%	4,028 SH	New
WELLTOWER INC COM	REIT	$251K	0.0%Prev: 0.0%	1,268 SH	Increased-55 SH
WEYERHAEUSER CO COM NEW	REIT	$14.6M	2.1%	595,842 SH	New

Sold (vs prior filing)

ABBOTT LABS COM — $202K
ALLSTATE CORP COM — $360K
BECTON DICKINSON & CO COM — $208K
CENTENE CORP DEL COM — $13.5M
CHEVRON CORP NEW COM — $3.3M
COSTCO WHSL CORP NEW COM — $600K
DANAHER CORPORATION COM — $1.8M
DEXCOM INC COM — $406K
DISCOVER FINL SVCS COM — $495K
DISNEY WALT CO COM — $5.0M
DOLLAR GEN CORP NEW COM — $12.2M
EATON VANCE MUN BD FD COM — $312K
FINANCIAL SELECT SECTOR SPDR FUND — $219K
FIRST BANCSHARES INC MISS COM — $341K
GALLAGHER ARTHUR J & CO COM — $259K
GENERAC HLDGS INC COM — $210K
GENERAL MLS INC COM — $268K
ISHARES RUSSELL 3000 ETF — $1.3M
JPMORGAN CHASE & CO. COM — $19.3M
KENVUE INC COM — $13.5M
… and 9 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