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: $657.6M152 positionsView on SEC.gov

			% of Portfolio
3M CO COM	Stock	$445K	0.1%Prev: 0.1%	2,746 SH	Increased+395 SH
ABBVIE INC COM	Stock	$20.6M	3.1%Prev: 2.6%	81,986 SH	Increased-3,506 SH
ACCENTURE PLC IRELAND SHS CLASS A	Stock	$14.0M	2.1%	112,246 SH	New
ADOBE INC COM	Stock	$11.6M	1.8%Prev: 0.4%	56,470 SH	Increased+50,958 SH
AFLAC INC COM	Stock	$7.1M	1.1%Prev: 1.1%	60,870 SH	Increased-5,086 SH
ALPHABET INC CAP STK CL A	Stock	$22.2M	3.4%Prev: 4.1%	62,244 SH	Decreased-79,606 SH
ALPHABET INC CAP STK CL C	Stock	$936K	0.1%Prev: 0.1%	2,649 SH	Increased-800 SH
ALTRIA GROUP INC COM	Stock	$12.9M	2.0%Prev: 1.8%	179,267 SH	Increased-10,007 SH
AMAZON COM INC COM	Stock	$16.8M	2.6%Prev: 2.6%	70,428 SH	Increased-1,590 SH
AMERICAN ELEC PWR CO INC COM	Stock	$19.6M	3.0%Prev: 2.5%	142,926 SH	Increased-5,963 SH
AMERICAN EXPRESS CO COM	Stock	$16.7M	2.5%Prev: 3.5%	49,326 SH	Decreased-17,261 SH
AMERIS BANCORP COM	Stock	$452K	0.1%Prev: 0.1%	5,003 SH	Decreased-3,492 SH
APPLE INC COM	Stock	$34.5M	5.3%Prev: 4.6%	119,343 SH	Increased-18,585 SH
APPLIED MATLS INC COM	Stock	$9.7M	1.5%Prev: 0.9%	13,482 SH	Increased-15,236 SH
ARCHER DANIELS MIDLAND CO COM	Stock	$2.0M	0.3%Prev: 0.2%	25,683 SH	Increased+2,543 SH
AT&T INC COM	Stock	$4.6M	0.7%Prev: 1.1%	223,417 SH	Decreased-16,247 SH
BANK OF AMER CORP COM	Stock	$796K	0.1%	13,968 SH	New
BANK OZK LITTLE ROCK ARK COM	Stock	$569K	0.1%Prev: 0.1%	10,920 SH	Increased-168 SH
BECTON DICKINSON & CO COM	Stock	$16.1M	2.4%	106,244 SH	New
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$2.6M	0.4%Prev: 0.4%	5,292 SH	Decreased-233 SH
BLACKROCK ENHANCED EQUITY DIVI COM	CEF	$96K	0.0%Prev: 0.0%	10,000 SH	Decreased-3,419 SH
BLACKROCK INC COM	Stock	$687K	0.1%Prev: 0.1%	715 SH	Decreased-82 SH
BOOKING HOLDINGS INC COM	Stock	$281K	0.0%Prev: 0.1%	1,576 SH	Decreased+1,512 SH
BOSTON SCIENTIFIC CORP COM	Stock	$318K	0.0%	7,442 SH	New
BP PLC SPONSORED ADR	ADR	$434K	0.1%Prev: 0.1%	11,753 SH	Increased-389 SH
BRISTOL-MYERS SQUIBB CO COM	Stock	$1.9M	0.3%Prev: 0.3%	33,051 SH	Increased-721 SH
BROADCOM INC COM	Stock	$756K	0.1%Prev: 0.1%	2,002 SH	Increased-232 SH
CAPITAL ONE FINL CORP COM	Stock	$758K	0.1%Prev: 0.1%	3,779 SH	Decreased+52 SH
CARDINAL HEALTH INC COM	Stock	$1.5M	0.2%Prev: 0.2%	6,437 SH	Increased-173 SH
CARLYLE GROUP INC COM	Stock	$10.0M	1.5%Prev: 2.7%	238,500 SH	Decreased-75,934 SH
CATERPILLAR INC COM	Stock	$1.4M	0.2%Prev: 0.1%	1,337 SH	Increased-786 SH
CHEVRON CORPORATION COM	Stock	$2.8M	0.4%	16,837 SH	New
CISCO SYS INC COM	Stock	$1.9M	0.3%Prev: 2.3%	16,207 SH	Decreased-184,691 SH
CITIGROUP INC COM NEW	Stock	$11.7M	1.8%Prev: 1.2%	83,365 SH	Increased-1,696 SH
CLOROX CO DEL COM	Stock	$522K	0.1%Prev: 0.1%	5,465 SH	Decreased+989 SH
COCA COLA CO COM	Stock	$2.8M	0.4%Prev: 0.5%	33,906 SH	Decreased-7,740 SH
COLGATE PALMOLIVE CO COM	Stock	$346K	0.1%Prev: 0.1%	3,769 SH	Increased+30 SH
COLONY BANKCORP INC COM	Stock	$1.2M	0.2%	57,904 SH	New
CONOCOPHILLIPS COM	Stock	$448K	0.1%Prev: 0.1%	4,310 SH	Decreased-1,692 SH
COSTCO WHOLESALE CORPORATION COM	Stock	$534K	0.1%	571 SH	New
CUMMINS INC COM	Stock	$20.0M	3.0%Prev: 2.1%	28,039 SH	Increased-10,378 SH
DANAHER CORP DEL COM	Stock	$1.7M	0.3%	8,673 SH	New
DEERE & CO COM	Stock	$561K	0.1%Prev: 0.2%	884 SH	Decreased-1,010 SH
DOLLAR GEN CORP COM	Stock	$307K	0.0%	2,666 SH	New
DOMINION ENERGY INC COM	Stock	$390K	0.1%Prev: 0.1%	5,708 SH	Increased-267 SH
DUKE ENERGY CORP NEW COM NEW	Stock	$600K	0.1%Prev: 0.2%	4,742 SH	Decreased-3,229 SH
ELEVANCE HEALTH INC FORMERLY A COM	Stock	$17.9M	2.7%	46,398 SH	New
ELI LILLY & CO COM	Stock	$5.8M	0.9%Prev: 0.7%	4,815 SH	Increased-463 SH
EMERSON ELEC CO COM	Stock	$324K	0.0%Prev: 0.0%	2,266 SH	Increased+52 SH
ENTERPRISE PRODS PARTNERS L P COM	Stock	$16.9M	2.6%Prev: 1.7%	458,936 SH	Increased+117,306 SH
EOG RES INC COM	Stock	$8.6M	1.3%Prev: 1.2%	66,402 SH	Increased+4,525 SH
EQUIFAX INC COM	Stock	$4.5M	0.7%Prev: 1.2%	28,655 SH	Decreased-50 SH
EXXONMOBIL HOLDINGS CORP COM SHS	Stock	$11.7M	1.8%	85,466 SH	New
FEDEX CORP COM	Stock	$273K	0.0%Prev: 0.0%	872 SH	Increased-140 SH
FLOWERS FOODS INC COM	Stock	$6.9M	1.0%Prev: 0.5%	870,134 SH	Increased+676,206 SH
FORTINET INC COM	Stock	$819K	0.1%Prev: 0.1%	5,332 SH	Increased-915 SH
GENERAL MTRS CO COM	Stock	$366K	0.1%Prev: 0.0%	4,750 SH	Increased-89 SH
GENUINE PARTS CO COM	Stock	$280K	0.0%Prev: 0.1%	2,377 SH	Decreased-138 SH
GILEAD SCIENCES INC COM	Stock	$2.0M	0.3%Prev: 0.3%	15,709 SH	Increased-917 SH
GLOBAL PMTS INC COM	Stock	$612K	0.1%Prev: 0.1%	8,436 SH	Decreased+195 SH
GOLDMAN SACHS GROUP INC COM	Stock	$2.1M	0.3%Prev: 0.3%	2,059 SH	Increased-405 SH
HOME DEPOT INC COM	Stock	$256K	0.0%Prev: 0.1%	725 SH	Decreased-661 SH
HONEYWELL AEROSPACE INC COM	Stock	$6.2M	0.9%	28,068 SH	New
HONEYWELL INTL INC COM	Stock	$6.3M	1.0%Prev: 2.3%	28,131 SH	Decreased-30,973 SH
INTEL CORP COM	Stock	$503K	0.1%	3,600 SH	New
INTERCONTINENTAL EXCHANGE INC COM	Stock	$801K	0.1%Prev: 0.2%	6,508 SH	Decreased-790 SH
INTERNATIONAL BUSINESS MACHS COM	Stock	$1.6M	0.2%Prev: 2.0%	5,648 SH	Decreased-34,766 SH
INTUIT COM	Stock	$8.1M	1.2%	31,223 SH	New
INVESCO AI AND NEXT GEN SOFTWARE ETF	ETF	$422K	0.1%	4,050 SH	New
INVESCO QQQ TRUST SERIES I	ETF	$2.6M	0.4%Prev: 0.3%	3,581 SH	Increased+123 SH
ISHARES 3-7 YEAR TREASURY BOND ETF	ETF	$202K	0.0%Prev: 0.0%	1,720 SH	Decreased+6 SH
ISHARES CORE S&P 500 ETF	ETF	$478K	0.1%Prev: 0.1%	638 SH	Decreased-309 SH
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$248K	0.0%	2,506 SH	New
ISHARES MSCI EAFE ETF	ETF	$8.0M	1.2%Prev: 1.1%	77,190 SH	Increased+5,279 SH
ISHARES MSCI EMERGING MARKETS ETF	ETF	$4.1M	0.6%Prev: 0.5%	60,422 SH	Increased+1,595 SH
ISHARES PREFERRED & INCOME SECURITIES ETF	ETF	$489K	0.1%Prev: 0.1%	16,035 SH	Increased+483 SH
ISHARES RUSSELL 1000 ETF	ETF	$688K	0.1%Prev: 0.1%	1,681 SH	Increased+49 SH
ISHARES RUSSELL 1000 GROWTH ETF	ETF	$601K	0.1%Prev: 0.1%	4,838 SH	Increased+3,485 SH
ISHARES RUSSELL 2000 ETF	ETF	$471K	0.1%Prev: 0.1%	1,568 SH	Increased+98 SH
ISHARES RUSSELL MIDCAP ETF	ETF	$624K	0.1%Prev: 0.1%	5,661 SH	Increased-672 SH
ISHARES SEMICONDUCTOR ETF	ETF	$17.5M	2.7%	27,349 SH	New
JOHNSON & JOHNSON COM	Stock	$1.9M	0.3%Prev: 0.2%	7,301 SH	Increased-1,161 SH
JPMORGAN CHASE & CO COM	Stock	$18.9M	2.9%	57,680 SH	New
L3HARRIS TECHNOLOGIES INC COM	Stock	$13.3M	2.0%Prev: 2.0%	45,780 SH	Increased-1,737 SH
LAM RESEARCH CORP COM NEW	Stock	$499K	0.1%	1,152 SH	New
LOCKHEED MARTIN CORP COM	Stock	$217K	0.0%	426 SH	New
LOWES COS INC COM	Stock	$13.6M	2.1%Prev: 2.4%	61,811 SH	Decreased-3,099 SH
MARATHON PETE CORP COM	Stock	$260K	0.0%Prev: 0.1%	1,016 SH	Decreased-1,589 SH
MARKEL GROUP INC COM	Stock	$551K	0.1%Prev: 0.1%	282 SH	Increased+35 SH
MCDONALDS CORP COM	Stock	$1.3M	0.2%Prev: 0.2%	4,810 SH	Decreased+86 SH
MEDTRONIC PLC SHS	Stock	$10.2M	1.5%Prev: 1.9%	130,036 SH	Decreased-5,776 SH
MERCK & CO INC COM	Stock	$16.3M	2.5%Prev: 0.3%	126,728 SH	Increased+102,452 SH
META PLATFORMS INC CL A	Stock	$12.6M	1.9%Prev: 4.7%	22,398 SH	Decreased-16,219 SH
METLIFE INC COM	Stock	$485K	0.1%Prev: 0.1%	5,737 SH	Decreased-670 SH
MICROSOFT CORP COM	Stock	$16.9M	2.6%Prev: 3.9%	45,178 SH	Decreased-2,074 SH
MORGAN STANLEY COM NEW	Stock	$462K	0.1%Prev: 0.1%	2,211 SH	Increased+11 SH
NEXTERA ENERGY INC COM	Stock	$772K	0.1%Prev: 0.1%	8,799 SH	Increased-1,948 SH
NORFOLK SOUTHN CORP COM	Stock	$236K	0.0%	750 SH	New
NORTHROP GRUMMAN CORP COM	Stock	$223K	0.0%Prev: 0.0%	438 SH	Decreased-36 SH
NUVEEN CR STRATEGIES INCOME FD COM SHS	CEF	$71K	0.0%Prev: 0.0%	14,601 SH	Decreased
NVIDIA CORPORATION COM	Stock	$1.3M	0.2%Prev: 0.3%	6,292 SH	Decreased-4,591 SH
ONEOK INC NEW COM	Stock	$243K	0.0%Prev: 0.0%	2,800 SH	Increased
ORACLE CORP COM	Stock	$480K	0.1%Prev: 0.1%	3,274 SH	Decreased-890 SH
PALANTIR TECHNOLOGIES INC CL A	Stock	$307K	0.0%Prev: 0.3%	2,632 SH	Decreased-10,027 SH
PEPSICO INC COM	Stock	$7.1M	1.1%Prev: 1.1%	52,413 SH	Increased+2,261 SH
PFIZER INC COM	Stock	$543K	0.1%Prev: 0.1%	22,543 SH	Decreased-3,577 SH
PHILIP MORRIS INTL INC COM	Stock	$754K	0.1%Prev: 0.2%	4,170 SH	Decreased-2,635 SH
PHILLIPS 66 COM	Stock	$863K	0.1%Prev: 0.1%	5,104 SH	Increased-367 SH
PNC FINL SVCS GROUP INC COM	Stock	$272K	0.0%	1,106 SH	New
PRICE T ROWE GROUP INC COM	Stock	$202K	0.0%	1,775 SH	New
PROCTER & GAMBLE CO COM	Stock	$1.2M	0.2%	8,085 SH	New
PRUDENTIAL FINL INC COM	Stock	$10.2M	1.5%Prev: 1.7%	94,082 SH	Decreased-4,775 SH
RENASANT CORP COM	Stock	$385K	0.1%Prev: 0.1%	9,054 SH	Increased-1,049 SH
ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF	Stock	$464K	0.1%	4,700 SH	New
RTX CORPORATION COM	Stock	$821K	0.1%Prev: 0.1%	4,328 SH	Increased-231 SH
SCHWAB CHARLES CORP COM	Stock	$13.4M	2.0%Prev: 2.7%	145,478 SH	Decreased-36,471 SH
SHELL PLC SPON ADS	ADR	$210K	0.0%	2,714 SH	New
SNAP ON INC COM	Stock	$301K	0.0%Prev: 0.0%	749 SH	Increased-17 SH
SOUTHERN CO COM	Stock	$1.9M	0.3%Prev: 0.4%	19,624 SH	Decreased-6,013 SH
SPACE EXPLORATION TECHN CORP CLASS A COM STK	Stock	$375K	0.1%	2,195 SH	New
SPDR GOLD SHARES	ETF	$794K	0.1%Prev: 0.1%	2,156 SH	Increased-3 SH
STANLEY BLACK & DECKER INC COM	Stock	$1.0M	0.2%Prev: 0.2%	11,146 SH	Decreased-4,834 SH
STARBUCKS CORP COM	Stock	$352K	0.1%Prev: 0.1%	3,440 SH	Decreased-693 SH
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	ETF	$220K	0.0%	4,104 SH	New
STATE STREET SPDR S&P 500 ETF	ETF	$16.3M	2.5%	21,777 SH	New
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST	ETF	$728K	0.1%	1,035 SH	New
STRYKER CORPORATION COM	Stock	$508K	0.1%Prev: 0.1%	1,615 SH	Decreased-75 SH
TARGET CORP COM	Stock	$309K	0.0%	2,365 SH	New
TESLA INC COM	Stock	$338K	0.1%Prev: 0.2%	804 SH	Decreased-2,141 SH
TJX COS INC NEW COM	Stock	$247K	0.0%Prev: 0.0%	1,632 SH	Decreased-696 SH
TRUIST FINL CORP COM	Stock	$943K	0.1%Prev: 0.2%	18,933 SH	Decreased-13,736 SH
UNION PAC CORP COM	Stock	$541K	0.1%Prev: 0.1%	1,991 SH	Increased-45 SH
UNITED PARCEL SVCS INC CL B	Stock	$371K	0.1%	3,447 SH	New
UNITEDHEALTH GROUP INC COM	Stock	$20.6M	3.1%Prev: 2.1%	49,469 SH	Increased+8,407 SH
US BANCORP COM NEW	Stock	$2.5M	0.4%	41,278 SH	New
VANGUARD GROWTH ETF	ETF	$568K	0.1%Prev: 0.1%	6,596 SH	Increased+5,502 SH
VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$510K	0.1%Prev: 0.1%	4,264 SH	Increased+3,731 SH
VANGUARD INTERMEDIATE-TERM BOND ETF	ETF	$429K	0.1%Prev: 0.1%	5,595 SH	Decreased-539 SH
VANGUARD MID-CAP ETF	ETF	$4.3M	0.7%Prev: 0.6%	53,583 SH	Increased+40,416 SH
VANGUARD RUSSELL 1000 VALUE ETF	ETF	$420K	0.1%Prev: 0.1%	3,954 SH	Increased+71 SH
VANGUARD S&P 500 ETF	ETF	$5.6M	0.8%Prev: 0.7%	8,105 SH	Increased+734 SH
VANGUARD SMALL-CAP ETF	ETF	$5.1M	0.8%Prev: 0.7%	16,912 SH	Increased+6 SH
VANGUARD TOTAL INTERNATIONAL BOND ETF	ETF	$933K	0.1%Prev: 0.2%	19,265 SH	Decreased+168 SH
VANGUARD TOTAL INTERNATIONAL STOCK ETF	ETF	$261K	0.0%Prev: 0.0%	3,055 SH	Increased+44 SH
VANGUARD TOTAL STOCK MARKET ETF	ETF	$217K	0.0%	586 SH	New
VERIZON COMMUNICATIONS INC COM	Stock	$246K	0.0%Prev: 0.1%	5,803 SH	Decreased-8,898 SH
VISA INC COM CL A	Stock	$6.0M	0.9%Prev: 1.1%	17,504 SH	Decreased-1,307 SH
WALMART INC COM	Stock	$5.1M	0.8%Prev: 0.7%	45,107 SH	Increased-1,216 SH
WASTE MGMT INC DEL COM	Stock	$346K	0.1%Prev: 0.1%	1,552 SH	Decreased-890 SH
WELLS FARGO & CO COM	Stock	$294K	0.0%	3,553 SH	New
WELLTOWER INC COM	REIT	$282K	0.0%	1,244 SH	New
WEYERHAEUSER CO COM NEW	REIT	$13.8M	2.1%	575,908 SH	New

Sold (vs prior filing)

ABBOTT LABS COM — $208K
ALLSTATE CORP COM — $281K
BANK AMERICA CORP COM — $777K
BANK NEW YORK MELLON CORP COM — $219K
CENTENE CORP DEL COM — $12.2M
CHEVRON CORP NEW COM — $2.6M
COMCAST CORP NEW CL A — $306K
COSTCO WHSL CORP NEW COM — $618K
DANAHER CORPORATION COM — $1.8M
DEXCOM INC COM — $529K
DISNEY WALT CO COM — $6.3M
DOLLAR GEN CORP NEW COM — $372K
EATON VANCE MUN BD FD COM — $346K
EXXON MOBIL CORP COM — $17.6M
FINANCIAL SELECT SECTOR SPDR FUND — $230K
FISERV INC COM — $674K
FORD MTR CO COM — $129K
GALLAGHER ARTHUR J & CO COM — $224K
GENERAC HLDGS INC COM — $243K
GENERAL MLS INC COM — $234K
… and 18 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