The Analysis of Allen Mooney & Barnes Investment Advisors LLC's Holdings
Currently, Allen Mooney & Barnes Investment Advisors LLC holds 157 types of securities in its portfolio with a total value $641.8M. In the most recent quarter, they have increased their positions in ELV (+47.2K shares, valued at $15.3M), FI (+105.5K shares, valued at $13.6M), FLO (+741.8K shares, valued at $9.7M); decreased their positions in META (-16.1K shares, valued at $11.9M), GOOGL (-42.8K shares, valued at $10.4M), CNC (-212.2K shares, valued at $7.6M); initiated new positions in ELV (+47.2K shares, valued at $15.3M), INTC (+8.7K shares, valued at $292.8K), WELL (+1.3K shares, valued at $230.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC COM133.0K shares-3.59%2025-09-302025-10-15
GOOGL ALPHABET INC CAP STK CL A99.1K shares-30.16%2025-09-302025-10-15 MSFT MICROSOFT CORP COM46.3K shares-1.98%2025-09-302025-10-15 ABBV ABBVIE INC COM86.3K shares0.93%2025-09-302025-10-15 XOM EXXON MOBIL CORP COM165.9K shares1.57%2025-09-302025-10-15 JPM JPMORGAN CHASE & CO. COM59.2K shares-25.44%2025-09-302025-10-15 UNH UNITEDHEALTH GROUP INC COM50.8K shares23.81%2025-09-302025-10-15 AEP AMERICAN ELEC PWR CO INC COM150.2K shares0.86%2025-09-302025-10-15 AXP AMERICAN EXPRESS CO COM50.2K shares-24.55%2025-09-302025-10-15 META META PLATFORMS INC CL A22.5K shares-41.79%2025-09-302025-10-15 CMI CUMMINS INC COM39.0K shares1.63%2025-09-302025-10-15 LOW LOWES COS INC COM64.6K shares-0.47%2025-09-302025-10-15 AMZN AMAZON COM INC COM71.8K shares-0.24%2025-09-302025-10-15 CG CARLYLE GROUP INC COM247.2K shares-21.39%2025-09-302025-10-15 EPD ENTERPRISE PRODS PARTNERS L P COM495.0K shares44.90%2025-09-302025-10-15 ELV ELEVANCE HEALTH INC FORMERLY A COM47.2K sharesnew addition2025-09-302025-10-15 LHX L3HARRIS TECHNOLOGIES INC COM48.1K shares1.20%2025-09-302025-10-15 SPY SPDR S&P 500 ETF TRUST21.3K shares-1.09%2025-09-302025-10-15 FI FISERV INC COM109.4K shares2698.16%2025-09-302025-10-15 SCHW SCHWAB CHARLES CORP COM145.9K shares-19.80%2025-09-302025-10-15 CSCO CISCO SYS INC COM200.3K shares-0.31%2025-09-302025-10-15 MDT MEDTRONIC PLC SHS137.9K shares1.57%2025-09-302025-10-15 MO ALTRIA GROUP INC COM193.9K shares2.47%2025-09-302025-10-15 LYB LYONDELLBASELL INDUSTRIES N V SHS - A -254.7K shares1.94%2025-09-302025-10-15 HON HONEYWELL INTL INC COM59.1K shares-0.06%2025-09-302025-10-15 FLO FLOWERS FOODS INC COM935.7K shares382.50%2025-09-302025-10-15 EOG EOG RES INC COM107.7K shares74.11%2025-09-302025-10-15 IBM INTERNATIONAL BUSINESS MACHS COM40.9K shares1.28%2025-09-302025-10-15 PRU PRUDENTIAL FINL INC COM100.2K shares1.32%2025-09-302025-10-15 KVUE KENVUE INC COM581.0K shares2.35%2025-09-302025-10-15 C CITIGROUP INC COM NEW86.7K shares1.91%2025-09-302025-10-15 EFX EQUIFAX INC COM28.7K shares0.00%2025-09-302025-10-15 AFL AFLAC INC COM65.5K shares-0.71%2025-09-302025-10-15 PEP PEPSICO INC COM51.1K shares1.86%2025-09-302025-10-15 T AT&T INC COM246.4K shares2.81%2025-09-302025-10-15 EFA ISHARES MSCI EAFE ETF71.7K shares-0.28%2025-09-302025-10-15 V VISA INC COM CL A18.2K shares-3.31%2025-09-302025-10-15 AMAT APPLIED MATLS INC COM28.4K shares-0.99%2025-09-302025-10-15 WMT WALMART INC COM46.4K shares0.11%2025-09-302025-10-15 VOO VANGUARD S&P 500 ETF7.4K shares-0.14%2025-09-302025-10-15 VB VANGUARD SMALL-CAP ETF16.8K shares-0.43%2025-09-302025-10-15 LLY ELI LILLY & CO COM5.1K shares-2.96%2025-09-302025-10-15 VO VANGUARD MID-CAP ETF13.1K shares-0.42%2025-09-302025-10-15 EEM ISHARES MSCI EMERGING MARKETS ETF58.6K shares-0.41%2025-09-302025-10-15 BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW5.4K shares-2.66%2025-09-302025-10-15 CVX CHEVRON CORP NEW COM17.4K shares-2.80%2025-09-302025-10-15 KO COCA COLA CO COM40.4K shares-3.07%2025-09-302025-10-15 SO SOUTHERN CO COM26.6K shares3.92%2025-09-302025-10-15 USB US BANCORP DEL COM NEW43.3K shares0.55%2025-09-302025-10-15 QQQ INVESCO QQQ TRUST SERIES I3.4K shares-1.07%2025-09-302025-10-15 MRK MERCK & CO INC COM24.2K shares-0.30%2025-09-302025-10-15 ADBE ADOBE INC COM5.5K shares0.49%2025-09-302025-10-15 GILD GILEAD SCIENCES INC COM16.3K shares-2.06%2025-09-302025-10-15 NVDA NVIDIA CORPORATION COM9.4K shares-13.57%2025-09-302025-10-15 DHR DANAHER CORPORATION COM8.6K shares-3.22%2025-09-302025-10-15 GS GOLDMAN SACHS GROUP INC COM2.0K shares-19.97%2025-09-302025-10-15 BMY BRISTOL-MYERS SQUIBB CO COM33.8K shares0.22%2025-09-302025-10-15 TFC TRUIST FINL CORP COM32.4K shares-0.70%2025-09-302025-10-15 JNJ JOHNSON & JOHNSON COM7.9K shares-6.63%2025-09-302025-10-15 ADM ARCHER DANIELS MIDLAND CO COM24.2K shares4.77%2025-09-302025-10-15 MCD MCDONALDS CORP COM4.7K shares0.17%2025-09-302025-10-15 PLTR PALANTIR TECHNOLOGIES INC CL A7.7K shares-39.13%2025-09-302025-10-15 PG PROCTER AND GAMBLE CO COM8.6K shares-0.52%2025-09-302025-10-15 ORCL ORACLE CORP COM4.6K shares9.65%2025-09-302025-10-15 ICE INTERCONTINENTAL EXCHANGE INC COM7.2K shares-1.16%2025-09-302025-10-15 SWK STANLEY BLACK & DECKER INC COM15.9K shares-0.58%2025-09-302025-10-15 PM PHILIP MORRIS INTL INC COM6.8K shares0.01%2025-09-302025-10-15 VMI VALMONT INDS INC COM2.7K shares0.00%2025-09-302025-10-15 CAH CARDINAL HEALTH INC COM6.7K shares1.54%2025-09-302025-10-15 CAT CATERPILLAR INC COM2.1K shares-2.17%2025-09-302025-10-15 DUK DUKE ENERGY CORP NEW COM NEW8.0K shares0.20%2025-09-302025-10-15 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF19.1K shares0.00%2025-09-302025-10-15 BLK BLACKROCK INC COM760 shares-4.64%2025-09-302025-10-15 DE DEERE & CO COM1.9K shares0.84%2025-09-302025-10-15 GOOG ALPHABET INC CAP STK CL C3.4K shares-0.78%2025-09-302025-10-15 PML PIMCO MUN INCOME FD II COM103.0K shares-6.77%2025-09-302025-10-15 GPN GLOBAL PMTS INC COM9.8K shares18.98%2025-09-302025-10-15 COF CAPITAL ONE FINL CORP COM3.7K shares0.00%2025-09-302025-10-15 HOLX HOLOGIC INC COM11.6K shares-0.95%2025-09-302025-10-15 GLD SPDR GOLD SHARES2.2K shares0.00%2025-09-302025-10-15 NEE NEXTERA ENERGY INC COM10.0K shares-7.05%2025-09-302025-10-15 RTX RTX CORPORATION COM4.5K shares-1.60%2025-09-302025-10-15 AVGO BROADCOM INC COM2.2K shares-1.12%2025-09-302025-10-15 BAC BANK AMERICA CORP COM13.6K shares-17.38%2025-09-302025-10-15 PSX PHILLIPS 66 COM4.9K shares-9.56%2025-09-302025-10-15 PFE PFIZER INC COM25.9K shares-0.93%2025-09-302025-10-15 IWF ISHARES RUSSELL 1000 GROWTH ETF1.4K shares0.07%2025-09-302025-10-15 ABCB AMERIS BANCORP COM8.5K shares0.00%2025-09-302025-10-15 SYK STRYKER CORPORATION COM1.7K shares-1.36%2025-09-302025-10-15 IWR ISHARES RUSSELL MIDCAP ETF6.3K shares0.00%2025-09-302025-10-15 IVV ISHARES CORE S&P 500 ETF908 shares-4.12%2025-09-302025-10-15 MDY SPDR S&P MIDCAP 400 ETF TRUST1.0K shares0.10%2025-09-302025-10-15 IWB ISHARES RUSSELL 1000 ETF1.6K shares0.25%2025-09-302025-10-15 VZ VERIZON COMMUNICATIONS INC COM13.6K shares-7.72%2025-09-302025-10-15 TSLA TESLA INC COM1.3K shares-55.18%2025-09-302025-10-15 COST COSTCO WHSL CORP NEW COM624 shares0.00%2025-09-302025-10-15 OZK BANK OZK LITTLE ROCK ARK COM10.9K shares-1.52%2025-09-302025-10-15 CLX CLOROX CO DEL COM4.5K shares0.11%2025-09-302025-10-15 FTNT FORTINET INC COM6.3K shares1.60%2025-09-302025-10-15 VUG VANGUARD GROWTH ETF1.1K shares0.00%2025-09-302025-10-15 MMM 3M CO COM3.3K shares40.32%2025-09-302025-10-15 MPC MARATHON PETE CORP COM2.6K shares0.19%2025-09-302025-10-15 PFF ISHARES PREFERRED & INCOME SECURITIES ETF15.8K shares1.89%2025-09-302025-10-15 MET METLIFE INC COM6.1K shares-5.35%2025-09-302025-10-15 BIV VANGUARD INTERMEDIATE-TERM BOND ETF6.1K shares0.00%2025-09-302025-10-15 UNP UNION PAC CORP COM2.0K shares-0.88%2025-09-302025-10-15 COP CONOCOPHILLIPS COM5.0K shares-16.03%2025-09-302025-10-15 MKL MARKEL GROUP INC COM247 shares0.00%2025-09-302025-10-15 CNC CENTENE CORP DEL COM12.0K shares-94.67%2025-09-302025-10-15 BP BP PLC SPONSORED ADR12.1K shares0.06%2025-09-302025-10-15 VGT VANGUARD INFORMATION TECHNOLOGY ETF533 shares0.00%2025-09-302025-10-15 HD HOME DEPOT INC COM936 shares-32.47%2025-09-302025-10-15 D DOMINION ENERGY INC COM6.0K shares0.00%2025-09-302025-10-15 RNST RENASANT CORP COM9.8K shares-2.93%2025-09-302025-10-15 IWM ISHARES RUSSELL 2000 ETF1.5K shares0.14%2025-09-302025-10-15 WFC WELLS FARGO CO NEW COM4.2K shares3.73%2025-09-302025-10-15 SBUX STARBUCKS CORP COM4.1K shares0.17%2025-09-302025-10-15 MS MORGAN STANLEY COM NEW2.2K shares0.14%2025-09-302025-10-15 GPC GENUINE PARTS CO COM2.5K shares0.08%2025-09-302025-10-15 VONV VANGUARD RUSSELL 1000 VALUE ETF3.9K shares0.44%2025-09-302025-10-15 BKNG BOOKING HOLDINGS INC COM64 shares0.00%2025-09-302025-10-15 KKR KKR & CO INC COM2.6K shares0.00%2025-09-302025-10-15 DIS DISNEY WALT CO COM3.0K shares-94.15%2025-09-302025-10-15 TJX TJX COS INC NEW COM2.3K shares0.17%2025-09-302025-10-15 QCOM QUALCOMM INC COM2.0K shares-15.53%2025-09-302025-10-15 DG DOLLAR GEN CORP NEW COM3.1K shares-4.03%2025-09-302025-10-15 WM WASTE MGMT INC DEL COM1.4K shares-40.87%2025-09-302025-10-15 CL COLGATE PALMOLIVE CO COM3.7K shares0.21%2025-09-302025-10-15 INTC INTEL CORP COM8.7K sharesnew addition2025-09-302025-10-15 TSCO TRACTOR SUPPLY CO COM5.1K shares0.00%2025-09-302025-10-15 EMR EMERSON ELEC CO COM2.2K shares0.05%2025-09-302025-10-15 GM GENERAL MTRS CO COM4.8K shares-1.84%2025-09-302025-10-15 NOC NORTHROP GRUMMAN CORP COM471 shares-0.63%2025-09-302025-10-15 GNRC GENERAC HLDGS INC COM1.7K shares0.00%2025-09-302025-10-15 IRM IRON MTN INC DEL COM2.7K shares0.07%2025-09-302025-10-15 CMCSA COMCAST CORP NEW CL A8.5K shares-1.23%2025-09-302025-10-15 SNA SNAP ON INC COM758 shares-1.04%2025-09-302025-10-15 BK BANK NEW YORK MELLON CORP COM2.3K shares-5.36%2025-09-302025-10-15 XLF FINANCIAL SELECT SECTOR SPDR FUND4.4K shares0.16%2025-09-302025-10-15 VHT VANGUARD HEALTH CARE ETF910 shares0.00%2025-09-302025-10-15 WELL WELLTOWER INC COM1.3K sharesnew addition2025-09-302025-10-15 GIS GENERAL MLS INC COM4.5K shares0.67%2025-09-302025-10-15 NSC NORFOLK SOUTHN CORP COM750 sharesnew addition2025-09-302025-10-15 FDX FEDEX CORP COM950 shares-6.13%2025-09-302025-10-15 SHOP SHOPIFY INC CL A SUB VTG SHS1.5K sharesnew addition2025-09-302025-10-15 NFLX NETFLIX INC COM185 shares20.92%2025-09-302025-10-15 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF3.0K shares0.23%2025-09-302025-10-15 TGT TARGET CORP COM2.4K sharesnew addition2025-09-302025-10-15 AJG GALLAGHER ARTHUR J & CO COM701 shares0.14%2025-09-302025-10-15 LMT LOCKHEED MARTIN CORP COM422 sharesnew addition2025-09-302025-10-15 IEI ISHARES 3-7 YEAR TREASURY BOND ETF1.7K shares0.06%2025-09-302025-10-15 OKE ONEOK INC NEW COM2.8K shares0.00%2025-09-302025-10-15 PNC PNC FINL SVCS GROUP INC COM1.0K sharesnew addition2025-09-302025-10-15 F FORD MTR CO COM12.0K shares0.29%2025-09-302025-10-15 EIM EATON VANCE MUN BD FD COM12.6K shares-64.69%2025-09-302025-10-15 BDJ BLACKROCK ENHANCED EQUITY DIVI COM13.5K shares0.53%2025-09-302025-10-15 JQC NUVEEN CR STRATEGIES INCOME FD COM SHS14.6K shares0.00%2025-09-302025-10-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available