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: $672.5M158 positionsView on SEC.gov

			% of Portfolio
3M CO COM	Stock	$454K	0.1%Prev: 0.1%	2,768 SH	Decreased-531 SH
ABBVIE INC COM	Stock	$21.3M	3.2%Prev: 3.1%	81,406 SH	Increased-4,879 SH
ACCENTURE PLC IRELAND SHS CLASS A	Stock	$20.6M	3.1%	112,243 SH	New
ADOBE INC COM	Stock	$13.9M	2.1%Prev: 0.3%	57,874 SH	Increased+52,335 SH
AFLAC INC COM	Stock	$6.8M	1.0%Prev: 1.1%	60,891 SH	Decreased-4,596 SH
ALPHABET INC CAP STK CL A	Stock	$21.6M	3.2%Prev: 3.8%	62,686 SH	Decreased-36,381 SH
ALPHABET INC CAP STK CL C	Stock	$894K	0.1%Prev: 0.1%	2,624 SH	Increased-798 SH
ALTRIA GROUP INC COM	Stock	$12.0M	1.8%Prev: 2.0%	178,134 SH	Decreased-15,807 SH
AMAZON COM INC COM	Stock	$17.8M	2.6%Prev: 2.5%	71,356 SH	Increased-490 SH
AMERICAN ELEC PWR CO INC COM	Stock	$17.1M	2.5%Prev: 2.6%	144,228 SH	Increased-5,944 SH
AMERICAN EXPRESS CO COM	Stock	$15.2M	2.3%Prev: 2.6%	49,897 SH	Decreased-346 SH
AMERIS BANCORP COM	Stock	$398K	0.1%Prev: 0.1%	5,003 SH	Decreased-3,492 SH
APPLE INC COM	Stock	$39.2M	5.8%Prev: 5.3%	117,671 SH	Increased-15,310 SH
APPLIED MATLS INC COM	Stock	$7.0M	1.0%Prev: 0.9%	13,749 SH	Increased-14,686 SH
ARCHER DANIELS MIDLAND CO COM	Stock	$2.1M	0.3%Prev: 0.2%	26,594 SH	Increased+2,351 SH
AT&T INC COM	Stock	$5.5M	0.8%Prev: 1.1%	224,300 SH	Decreased-22,088 SH
BANK OF AMER CORP COM	Stock	$765K	0.1%	14,051 SH	New
BANK OZK LITTLE ROCK ARK COM	Stock	$416K	0.1%Prev: 0.1%	9,045 SH	Decreased-1,875 SH
BECTON DICKINSON & CO COM	Stock	$18.9M	2.8%	105,324 SH	New
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$2.3M	0.3%Prev: 0.4%	4,897 SH	Decreased-481 SH
BLACKROCK ENHANCED EQUITY DIVI COM	CEF	$94K	0.0%Prev: 0.0%	10,000 SH	Decreased-3,490 SH
BLACKROCK INC COM	Stock	$753K	0.1%Prev: 0.1%	712 SH	Decreased-48 SH
BOOKING HOLDINGS INC COM	Stock	$243K	0.0%Prev: 0.1%	1,490 SH	Decreased+1,426 SH
BOSTON SCIENTIFIC CORP COM	Stock	$342K	0.1%	7,824 SH	New
BP PLC SPONSORED ADR	ADR	$494K	0.1%Prev: 0.1%	11,239 SH	Increased-910 SH
BRISTOL-MYERS SQUIBB CO COM	Stock	$2.2M	0.3%Prev: 0.2%	35,184 SH	Increased+1,338 SH
BROADCOM INC COM	Stock	$704K	0.1%Prev: 0.1%	2,004 SH	Decreased-205 SH
CAPITAL ONE FINL CORP COM	Stock	$730K	0.1%Prev: 0.1%	3,780 SH	Decreased+53 SH
CARDINAL HEALTH INC COM	Stock	$1.2M	0.2%Prev: 0.2%	5,588 SH	Increased-1,124 SH
CATERPILLAR INC COM	Stock	$1.1M	0.2%Prev: 0.2%	1,313 SH	Increased-764 SH
CHARLES SCHWAB CORP (THE) COM	Stock	$14.2M	2.1%	144,858 SH	New
CHEVRON CORPORATION COM	Stock	$3.4M	0.5%	16,538 SH	New
CISCO SYS INC COM	Stock	$1.6M	0.2%Prev: 2.1%	14,819 SH	Decreased-185,462 SH
CITIGROUP INC COM NEW	Stock	$10.9M	1.6%Prev: 1.4%	84,218 SH	Increased-2,470 SH
CLOROX CO DEL COM	Stock	$15.1M	2.2%Prev: 0.1%	186,316 SH	Increased+181,835 SH
COCA COLA CO COM	Stock	$3.0M	0.4%Prev: 0.4%	34,310 SH	Increased-6,056 SH
COLGATE PALMOLIVE CO COM	Stock	$322K	0.0%Prev: 0.0%	3,777 SH	Increased+30 SH
COLONY BANKCORP INC COM	Stock	$1.2M	0.2%	57,904 SH	New
CONOCOPHILLIPS COM	Stock	$540K	0.1%Prev: 0.1%	4,316 SH	Increased-724 SH
COSTCO WHOLESALE CORPORATION COM	Stock	$520K	0.1%	571 SH	New
CUMMINS INC COM	Stock	$14.9M	2.2%Prev: 2.6%	28,916 SH	Decreased-10,129 SH
DANAHER CORP DEL COM	Stock	$2.0M	0.3%	8,844 SH	New
DEERE & CO COM	Stock	$498K	0.1%Prev: 0.1%	741 SH	Decreased-1,169 SH
DOLLAR GEN CORP COM	Stock	$319K	0.0%	2,667 SH	New
DOMINION ENERGY INC COM	Stock	$345K	0.1%Prev: 0.1%	5,708 SH	Decreased-267 SH
DUKE ENERGY CORP NEW COM NEW	Stock	$538K	0.1%Prev: 0.2%	4,717 SH	Decreased-3,270 SH
ELEVANCE HEALTH INC FORMERLY A COM	Stock	$18.2M	2.7%Prev: 2.4%	46,767 SH	Increased-455 SH
ELI LILLY & CO COM	Stock	$5.5M	0.8%Prev: 0.6%	4,730 SH	Increased-392 SH
EMERSON ELEC CO COM	Stock	$344K	0.1%Prev: 0.0%	2,217 SH	Increased+2 SH
ENBRIDGE INC COM	Stock	$274K	0.0%	5,900 SH	New
ENTERPRISE PRODS PARTNERS L P COM	Stock	$16.4M	2.4%Prev: 2.4%	461,834 SH	Increased-33,192 SH
EOG RES INC COM	Stock	$9.3M	1.4%Prev: 1.9%	67,862 SH	Decreased-39,875 SH
EQUIFAX INC COM	Stock	$3.9M	0.6%Prev: 1.1%	28,655 SH	Decreased-50 SH
EXXONMOBIL HOLDINGS CORP COM SHS	Stock	$13.9M	2.1%	85,530 SH	New
FEDEX CORP COM	Stock	$233K	0.0%Prev: 0.0%	817 SH	Increased-133 SH
FLOWERS FOODS INC COM	Stock	$661K	0.1%Prev: 1.9%	119,103 SH	Decreased-816,605 SH
FORTINET INC COM	Stock	$953K	0.1%Prev: 0.1%	5,332 SH	Increased-1,015 SH
GENERAL MTRS CO COM	Stock	$343K	0.1%Prev: 0.0%	4,450 SH	Increased-300 SH
GENUINE PARTS CO COM	Stock	$299K	0.0%Prev: 0.1%	2,377 SH	Decreased-140 SH
GILEAD SCIENCES INC COM	Stock	$2.3M	0.3%Prev: 0.3%	15,428 SH	Increased-856 SH
GLOBAL PMTS INC COM	Stock	$689K	0.1%Prev: 0.1%	8,436 SH	Decreased-1,369 SH
GOLDMAN SACHS GROUP INC COM	Stock	$1.9M	0.3%Prev: 0.2%	2,074 SH	Increased+102 SH
HOME DEPOT INC COM	Stock	$203K	0.0%Prev: 0.1%	715 SH	Decreased-221 SH
HONEYWELL AEROSPACE INC COM	Stock	$334K	0.0%	2,152 SH	New
HONEYWELL INTL INC COM	Stock	$6.2M	0.9%Prev: 1.9%	29,569 SH	Decreased-29,498 SH
INTEL CORP COM	Stock	$373K	0.1%Prev: 0.0%	3,105 SH	Increased-5,622 SH
INTERCONTINENTAL EXCHANGE INC COM	Stock	$904K	0.1%Prev: 0.2%	5,947 SH	Decreased-1,266 SH
INTERNATIONAL BUSINESS MACHS COM	Stock	$1.1M	0.2%Prev: 1.8%	5,077 SH	Decreased-35,854 SH
INTUIT COM	Stock	$9.0M	1.3%	32,640 SH	New
INVESCO AI AND NEXT GEN SOFTWARE ETF	ETF	$412K	0.1%	4,050 SH	New
INVESCO BIOTECHNOLOGY & GENOME ETF	ETF	$204K	0.0%	2,100 SH	New
INVESCO NASDAQ 100 ETF	ETF	$218K	0.0%	715 SH	New
INVESCO QQQ TRUST SERIES I	ETF	$2.6M	0.4%Prev: 0.3%	3,527 SH	Increased+106 SH
INVESCO S&P 500 EQUAL WEIGHT ETF	ETF	$1.0M	0.2%	4,961 SH	New
ISHARES CORE S&P 500 ETF	ETF	$374K	0.1%Prev: 0.1%	489 SH	Decreased-419 SH
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$202K	0.0%	2,133 SH	New
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF	ETF	$207K	0.0%	1,940 SH	New
ISHARES MSCI EAFE ETF	ETF	$7.6M	1.1%Prev: 1.0%	73,143 SH	Increased+1,434 SH
ISHARES MSCI EMERGING MARKETS ETF	ETF	$3.8M	0.6%Prev: 0.5%	56,376 SH	Increased-2,212 SH
ISHARES PREFERRED & INCOME SECURITIES ETF	ETF	$504K	0.1%Prev: 0.1%	17,083 SH	Increased+1,237 SH
ISHARES RUSSELL 1000 ETF	ETF	$701K	0.1%Prev: 0.1%	1,685 SH	Increased+49 SH
ISHARES RUSSELL 1000 GROWTH ETF	ETF	$594K	0.1%Prev: 0.1%	4,742 SH	Decreased+3,388 SH
ISHARES RUSSELL 2000 ETF	ETF	$442K	0.1%Prev: 0.1%	1,590 SH	Increased+118 SH
ISHARES RUSSELL MIDCAP ETF	ETF	$524K	0.1%Prev: 0.1%	4,906 SH	Decreased-1,427 SH
ISHARES SEMICONDUCTOR ETF	ETF	$15.8M	2.3%	27,757 SH	New
JOHNSON & JOHNSON COM	Stock	$2.0M	0.3%Prev: 0.2%	7,369 SH	Increased-532 SH
JPMORGAN CHASE & CO COM	Stock	$19.2M	2.9%	57,959 SH	New
L3HARRIS TECHNOLOGIES INC COM	Stock	$11.2M	1.7%Prev: 2.3%	47,475 SH	Decreased-610 SH
LAM RESEARCH CORP COM NEW	Stock	$385K	0.1%	1,171 SH	New
LOCKHEED MARTIN CORP COM	Stock	$204K	0.0%Prev: 0.0%	400 SH	Decreased-22 SH
LOWES COS INC COM	Stock	$11.5M	1.7%Prev: 2.5%	62,458 SH	Decreased-2,150 SH
MANULIFE FINL CORP COM	Stock	$244K	0.0%	5,739 SH	New
MARATHON PETE CORP COM	Stock	$424K	0.1%Prev: 0.1%	1,072 SH	Decreased-1,538 SH
MARKEL GROUP INC COM	Stock	$483K	0.1%Prev: 0.1%	282 SH	Increased+35 SH
MCDONALDS CORP COM	Stock	$1.1M	0.2%Prev: 0.2%	4,821 SH	Decreased+89 SH
MEDTRONIC PLC SHS	Stock	$11.3M	1.7%Prev: 2.0%	131,529 SH	Decreased-6,419 SH
MERCK & CO INC COM	Stock	$18.3M	2.7%Prev: 0.3%	125,784 SH	Increased+101,582 SH
META PLATFORMS INC CL A	Stock	$16.5M	2.5%Prev: 2.6%	22,729 SH	Decreased+250 SH
METLIFE INC COM	Stock	$541K	0.1%Prev: 0.1%	5,743 SH	Increased-321 SH
MICROSOFT CORP COM	Stock	$23.0M	3.4%Prev: 3.7%	44,771 SH	Decreased-1,546 SH
MORGAN STANLEY COM NEW	Stock	$360K	0.1%Prev: 0.1%	1,914 SH	Increased-289 SH
NEXTERA ENERGY INC COM	Stock	$675K	0.1%Prev: 0.1%	8,907 SH	Decreased-1,082 SH
NORFOLK SOUTHN CORP COM	Stock	$232K	0.0%Prev: 0.0%	750 SH	Increased
NORTHROP GRUMMAN CORP COM	Stock	$203K	0.0%Prev: 0.0%	419 SH	Decreased-52 SH
NUVEEN CR STRATEGIES INCOME FD COM SHS	CEF	$69K	0.0%Prev: 0.0%	14,601 SH	Decreased
NVIDIA CORPORATION COM	Stock	$1.4M	0.2%Prev: 0.3%	6,171 SH	Decreased-3,235 SH
ONEOK INC NEW COM	Stock	$221K	0.0%Prev: 0.0%	2,590 SH	Increased-210 SH
ORACLE CORP COM	Stock	$450K	0.1%Prev: 0.2%	3,277 SH	Decreased-1,289 SH
PALANTIR TECHNOLOGIES INC CL A	Stock	$304K	0.0%Prev: 0.2%	1,624 SH	Decreased-6,082 SH
PEPSICO INC COM	Stock	$6.7M	1.0%Prev: 1.1%	53,081 SH	Decreased+1,994 SH
PFIZER INC COM	Stock	$636K	0.1%Prev: 0.1%	22,308 SH	Decreased-3,568 SH
PHILIP MORRIS INTL INC COM	Stock	$798K	0.1%Prev: 0.2%	4,180 SH	Decreased-2,626 SH
PHILLIPS 66 COM	Stock	$1.2M	0.2%Prev: 0.1%	4,516 SH	Increased-432 SH
PNC FINL SVCS GROUP INC COM	Stock	$246K	0.0%Prev: 0.0%	1,106 SH	Increased+98 SH
PROCTER & GAMBLE CO COM	Stock	$1.1M	0.2%	7,876 SH	New
PRUDENTIAL FINL INC COM	Stock	$10.6M	1.6%Prev: 1.6%	92,914 SH	Increased-7,250 SH
RENASANT CORP COM	Stock	$353K	0.1%Prev: 0.1%	9,087 SH	Decreased-720 SH
ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF	Stock	$432K	0.1%	4,700 SH	New
RTX CORPORATION COM	Stock	$800K	0.1%Prev: 0.1%	4,311 SH	Increased-175 SH
SHELL PLC SPON ADS	ADR	$251K	0.0%	2,640 SH	New
SHOPIFY INC CL A SUB VTG SHS	Stock	$266K	0.0%Prev: 0.0%	1,795 SH	Increased+295 SH
SNAP ON INC COM	Stock	$258K	0.0%Prev: 0.0%	710 SH	Decreased-48 SH
SOUTHERN CO COM	Stock	$1.4M	0.2%Prev: 0.4%	16,544 SH	Decreased-10,099 SH
SPACE EXPLORATION TECHN CORP CLASS A COM STK	Stock	$424K	0.1%	2,811 SH	New
SPDR GOLD SHARES	ETF	$825K	0.1%Prev: 0.1%	2,166 SH	Increased+7 SH
STANLEY BLACK & DECKER INC COM	Stock	$891K	0.1%Prev: 0.2%	10,062 SH	Decreased-5,825 SH
STARBUCKS CORP COM	Stock	$333K	0.0%Prev: 0.1%	3,549 SH	Decreased-591 SH
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	ETF	$230K	0.0%	4,312 SH	New
STATE STREET SPDR S&P 500 ETF	ETF	$16.6M	2.5%	21,793 SH	New
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST	ETF	$680K	0.1%	1,036 SH	New
STRYKER CORPORATION COM	Stock	$417K	0.1%Prev: 0.1%	1,515 SH	Decreased-152 SH
TARGET CORP COM	Stock	$371K	0.1%Prev: 0.0%	2,366 SH	Increased-55 SH
TESLA INC COM	Stock	$287K	0.0%Prev: 0.1%	810 SH	Decreased-510 SH
TJX COS INC NEW COM	Stock	$216K	0.0%Prev: 0.1%	1,634 SH	Decreased-698 SH
TRUIST FINL CORP COM	Stock	$875K	0.1%Prev: 0.2%	18,888 SH	Decreased-13,552 SH
UBER TECHNOLOGIES INC COM	Stock	$13.6M	2.0%	197,900 SH	New
UNION PAC CORP COM	Stock	$542K	0.1%Prev: 0.1%	1,993 SH	Increased-25 SH
UNITED PARCEL SVCS INC CL B	Stock	$317K	0.0%	3,395 SH	New
UNITEDHEALTH GROUP INC COM	Stock	$18.3M	2.7%Prev: 2.7%	49,862 SH	Increased-975 SH
US BANCORP COM NEW	Stock	$2.5M	0.4%	42,941 SH	New
VALERO ENERGY CORP COM	Stock	$259K	0.0%	668 SH	New
VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$536K	0.1%Prev: 0.1%	4,264 SH	Increased+3,731 SH
VANGUARD INTERMEDIATE-TERM BOND ETF	ETF	$399K	0.1%Prev: 0.1%	5,475 SH	Decreased-659 SH
VANGUARD MORNINGSTAR GROWTH ETF	ETF	$580K	0.1%	6,433 SH	New
VANGUARD MORNINGSTAR MID-CAP ETF	ETF	$4.1M	0.6%	52,552 SH	New
VANGUARD MORNINGSTAR SMALL-CAP ETF	ETF	$4.6M	0.7%	16,109 SH	New
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF	ETF	$220K	0.0%	587 SH	New
VANGUARD RUSSELL 1000 VALUE ETF	ETF	$431K	0.1%Prev: 0.1%	3,969 SH	Increased+69 SH
VANGUARD S&P 500 ETF	ETF	$4.7M	0.7%Prev: 0.7%	6,722 SH	Increased-639 SH
VANGUARD TOTAL INTERNATIONAL BOND ETF	ETF	$903K	0.1%Prev: 0.1%	19,266 SH	Decreased+169 SH
VANGUARD TOTAL INTERNATIONAL STOCK ETF	ETF	$260K	0.0%Prev: 0.0%	3,060 SH	Increased+42 SH
VERIZON COMMUNICATIONS INC COM	Stock	$268K	0.0%Prev: 0.1%	5,841 SH	Decreased-7,725 SH
VISA INC COM CL A	Stock	$6.1M	0.9%Prev: 1.0%	17,072 SH	Decreased-1,117 SH
WALMART INC COM	Stock	$4.7M	0.7%Prev: 0.7%	45,421 SH	Decreased-954 SH
WASTE MGMT INC DEL COM	Stock	$317K	0.0%Prev: 0.0%	1,554 SH	Decreased+110 SH
WELLS FARGO & CO COM	Stock	$203K	0.0%	2,535 SH	New
WELLTOWER INC COM	REIT	$289K	0.0%Prev: 0.0%	1,256 SH	Increased-38 SH
WEYERHAEUSER CO COM NEW	REIT	$11.2M	1.7%	585,560 SH	New

Sold (vs prior filing)

BANK AMERICA CORP COM — $700K
BANK NEW YORK MELLON CORP COM — $248K
CARLYLE GROUP INC COM — $15.5M
CENTENE CORP DEL COM — $427K
CHEVRON CORP NEW COM — $2.7M
COMCAST CORP NEW CL A — $266K
COSTCO WHSL CORP NEW COM — $578K
DANAHER CORPORATION COM — $1.7M
DISNEY WALT CO COM — $339K
DOLLAR GEN CORP NEW COM — $322K
EATON VANCE MUN BD FD COM — $126K
EXXON MOBIL CORP COM — $18.7M
FINANCIAL SELECT SECTOR SPDR FUND — $237K
FISERV INC COM — $14.1M
FORD MTR CO COM — $143K
GALLAGHER ARTHUR J & CO COM — $217K
GENERAC HLDGS INC COM — $284K
GENERAL MLS INC COM — $229K
HOLOGIC INC COM — $786K
IRON MTN INC DEL COM — $275K
… and 20 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