Sponsored

The Analysis of Allen Mooney & Barnes Investment Advisors LLC's Holdings & P&L

Currently, Allen Mooney & Barnes Investment Advisors LLC holds 159 types of securities in its portfolio with a total value $695.3M. In the most recent quarter, they have increased their positions in WY (+579.6K shares, valued at $14.2M), INTU (+31.5K shares, valued at $13.6M), N/A (+105.1K shares, valued at $12.6M); decreased their positions in DOW (-191.9K shares, valued at $8.0M), XOM (-39.0K shares, valued at $6.6M), CMI (-9.6K shares, valued at $5.2M); initiated new positions in INTU (+31.5K shares, valued at $13.6M), AGG (+2.5K shares, valued at $248.2K), N/A (+1.2K shares, valued at $246.2K).

1M P&L

+15.4M+2.44%

3M P&L

-469.4K-0.07%

HY P&L

+27.3M+4.41%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A49.9M

8.1%

2Consumer Electronics33.9M

5.5%

3Drug Manufacturers - General31.3M

5.1%

Top Industries by Stock Count

1N/A28 stocks

19.3%

2Banks - Regional7 stocks

4.8%

3Drug Manufacturers - General6 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC COM133.5K shares1.15%2026-03-312026-04-13

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A98.7K shares0.38%2026-03-312026-04-13

XOM EXXON MOBIL CORP COM128.8K shares-23.25%2026-03-312026-04-13

AEP AMERICAN ELEC PWR CO INC COM153.3K shares0.25%2026-03-312026-04-13

ABBV ABBVIE INC COM88.0K shares1.09%2026-03-312026-04-13

EPD ENTERPRISE PRODS PARTNERS L P COM503.8K shares-2.46%2026-03-312026-04-13

DOW DOW HLDGS INC COM443.7K shares-30.20%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO COM60.3K shares1.24%2026-03-312026-04-13

Sponsored

MSFT MICROSOFT CORP COM47.2K shares1.18%2026-03-312026-04-13

LHX L3HARRIS TECHNOLOGIES INC COM48.2K shares-0.62%2026-03-312026-04-13

CSCO CISCO SYS INC COM206.5K shares2.20%2026-03-312026-04-13

EOG EOG RES INC COM110.8K shares5.97%2026-03-312026-04-13

CMI CUMMINS INC COM29.5K shares-24.51%2026-03-312026-04-13

MERCK & CO INC COM MERCK & CO INC COM130.1K shares421.19%2026-03-312026-04-13

LOW LOWES COS INC COM66.2K shares0.73%2026-03-312026-04-13

AXP AMERICAN EXPRESS CO COM51.4K shares1.89%2026-03-312026-04-13

Sponsored

AMZN AMAZON COM INC COM74.2K shares2.32%2026-03-312026-04-13

WY WEYERHAEUSER CO COM NEW595.8K shares3562.21%2026-03-312026-04-13

ELV ELEVANCE HEALTH INC FORMERLY A COM49.6K shares2.85%2026-03-312026-04-13

SCHW SCHWAB CHARLES CORP COM150.8K shares1.81%2026-03-312026-04-13

SPY STATE STREET SPDR S&P 500 ETF21.8K shares1.72%2026-03-312026-04-13

UNH UNITEDHEALTH GROUP INC COM52.2K shares4.52%2026-03-312026-04-13

ADBE ADOBE INC COM58.0K shares51.14%2026-03-312026-04-13

HON HONEYWELL INTL INC COM61.0K shares0.45%2026-03-312026-04-13

Sponsored

INTU INTUIT COM31.5K sharesnew addition2026-03-312026-04-13

MO ALTRIA GROUP INC COM205.1K shares1.22%2026-03-312026-04-13

META META PLATFORMS INC CL A23.6K shares2.19%2026-03-312026-04-13

CG CARLYLE GROUP INC COM258.7K shares2.55%2026-03-312026-04-13

MEDTRONIC PLC SHS MEDTRONIC PLC SHS141.8K shares1.96%2026-03-312026-04-13

PRU PRUDENTIAL FINL INC COM104.8K shares3.03%2026-03-312026-04-13

CITIGROUP INC COM NEW CITIGROUP INC COM NEW89.3K shares2.28%2026-03-312026-04-13

IBM INTERNATIONAL BUSINESS MACHS COM41.2K shares-0.22%2026-03-312026-04-13

Sponsored

AMAT APPLIED MATLS INC COM27.1K shares-3.87%2026-03-312026-04-13

PEP PEPSICO INC COM56.4K shares4.12%2026-03-312026-04-13

T AT&T INC COM270.1K shares3.71%2026-03-312026-04-13

EFA ISHARES MSCI EAFE ETF78.8K shares-0.79%2026-03-312026-04-13

FLO FLOWERS FOODS INC COM931.7K shares0.90%2026-03-312026-04-13

AFL AFLAC INC COM67.0K shares0.56%2026-03-312026-04-13

FI FISERV INC COM111.0K shares59.27%2026-03-312026-04-13

WMT WALMART INC COM46.6K shares0.44%2026-03-312026-04-13

Sponsored

V VISA INC COM CL A18.2K shares0.04%2026-03-312026-04-13

EFX EQUIFAX INC COM29.0K shares0.00%2026-03-312026-04-13

LLY ELI LILLY & CO COM5.5K shares-3.70%2026-03-312026-04-13

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF7.9K shares0.47%2026-03-312026-04-13

VB VANGUARD SMALL-CAP ETF17.7K shares0.43%2026-03-312026-04-13

VO VANGUARD MID-CAP ETF13.8K shares0.87%2026-03-312026-04-13

CVX CHEVRON CORPORATION COM17.4K shares-1.33%2026-03-312026-04-13

EEM ISHARES MSCI EMERGING MARKETS ETF60.4K shares-4.75%2026-03-312026-04-13

Sponsored

KO COCA COLA CO COM40.2K shares-1.07%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW5.4K shares1.12%2026-03-312026-04-13

SO SOUTHERN CO COM26.0K shares1.10%2026-03-312026-04-13

GILD GILEAD SCIENCES INC COM16.5K shares0.02%2026-03-312026-04-13

USB US BANCORP COM NEW43.2K shares0.35%2026-03-312026-04-13

BMY BRISTOL-MYERS SQUIBB CO COM34.0K shares-0.73%2026-03-312026-04-13

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I3.6K shares3.70%2026-03-312026-04-13

JNJ JOHNSON & JOHNSON COM7.9K shares-0.20%2026-03-312026-04-13

Sponsored

ADM ARCHER DANIELS MIDLAND CO COM26.4K shares-0.14%2026-03-312026-04-13

DHR DANAHER CORP DEL COM9.4K shares0.10%2026-03-312026-04-13

GS GOLDMAN SACHS GROUP INC COM2.0K shares2.47%2026-03-312026-04-13

NVDA NVIDIA CORPORATION COM9.5K shares3.34%2026-03-312026-04-13

MCD MCDONALDS CORP COM4.8K shares-3.21%2026-03-312026-04-13

CAH CARDINAL HEALTH INC COM6.8K shares1.86%2026-03-312026-04-13

CAT CATERPILLAR INC COM2.0K shares-0.83%2026-03-312026-04-13

TFC TRUIST FINL CORP COM29.0K shares-1.93%2026-03-312026-04-13

Sponsored

PG PROCTER & GAMBLE CO COM8.7K shares-0.44%2026-03-312026-04-13

VMI VALMONT INDS INC COM2.9K shares7.42%2026-03-312026-04-13

PLTR PALANTIR TECHNOLOGIES INC CL A8.0K shares15.05%2026-03-312026-04-13

STANLEY BLACK & DECKER INC COM STANLEY BLACK & DECKER INC COM16.4K shares2.19%2026-03-312026-04-13

ICE INTERCONTINENTAL EXCHANGE INC COM7.3K shares0.41%2026-03-312026-04-13

PM PHILIP MORRIS INTL INC COM6.8K shares0.18%2026-03-312026-04-13

CBAN COLONY BANKCORP INC COM56.4K shares0.01%2026-03-312026-04-13

DE DEERE & CO COM1.9K shares1.63%2026-03-312026-04-13

Sponsored

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW8.0K shares0.20%2026-03-312026-04-13

NEE NEXTERA ENERGY INC COM11.0K shares8.02%2026-03-312026-04-13

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C3.4K shares2.16%2026-03-312026-04-13

PSX PHILLIPS 66 COM5.2K shares0.08%2026-03-312026-04-13

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF19.3K shares0.88%2026-03-312026-04-13

GPN GLOBAL PMTS INC COM13.6K shares15.85%2026-03-312026-04-13

GLD SPDR GOLD SHARES2.1K shares-0.42%2026-03-312026-04-13

HOLX HOLOGIC INC COM11.7K shares0.19%2026-03-312026-04-13

Sponsored

RTX RTX CORPORATION COM4.4K shares-2.67%2026-03-312026-04-13

PML PIMCO MUN INCOME FD II COM104.2K shares-35.06%2026-03-312026-04-13

PFE PFIZER INC COM25.9K shares0.45%2026-03-312026-04-13

BAC BANK AMERICA CORP COM14.6K shares-0.92%2026-03-312026-04-13

BLACKROCK INC COM BLACKROCK INC COM736 shares-1.08%2026-03-312026-04-13

VZ VERIZON COMMUNICATIONS INC COM13.8K shares10.06%2026-03-312026-04-13

COF CAPITAL ONE FINL CORP COM3.8K shares1.40%2026-03-312026-04-13

BROADCOM INC COM BROADCOM INC COM2.2K shares2.54%2026-03-312026-04-13

Sponsored

ABCB AMERIS BANCORP COM8.4K shares0.00%2026-03-312026-04-13

COP CONOCOPHILLIPS COM4.9K shares0.16%2026-03-312026-04-13

MPC MARATHON PETE CORP COM2.6K shares0.19%2026-03-312026-04-13

MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST1.0K shares1.67%2026-03-312026-04-13

ORCL ORACLE CORP COM4.3K shares0.00%2026-03-312026-04-13

IWB ISHARES RUSSELL 1000 ETF1.7K shares2.19%2026-03-312026-04-13

IVV ISHARES CORE S&P 500 ETF912 shares0.00%2026-03-312026-04-13

BP BP PLC SPONSORED ADR12.5K shares-1.14%2026-03-312026-04-13

Sponsored

IWR ISHARES RUSSELL MIDCAP ETF5.9K shares-4.64%2026-03-312026-04-13

COST COSTCO WHOLESALE CORPORATION COM571 shares0.00%2026-03-312026-04-13

MKL MARKEL GROUP INC COM297 shares0.00%2026-03-312026-04-13

VUG VANGUARD GROWTH ETF1.3K shares10.52%2026-03-312026-04-13

FTNT FORTINET INC COM6.5K shares-0.83%2026-03-312026-04-13

SYK STRYKER CORPORATION COM1.6K shares-0.06%2026-03-312026-04-13

IWF ISHARES RUSSELL 1000 GROWTH ETF1.2K shares0.08%2026-03-312026-04-13

OZK BANK OZK LITTLE ROCK ARK COM10.9K shares0.00%2026-03-312026-04-13

Sponsored

UNP UNION PAC CORP COM2.0K shares-1.04%2026-03-312026-04-13

PFF ISHARES PREFERRED & INCOME SECURITIES ETF15.9K shares-0.57%2026-03-312026-04-13

TSLA TESLA INC COM1.3K shares-1.67%2026-03-312026-04-13

MMM 3M CO COM3.3K shares0.00%2026-03-312026-04-13

CLX CLOROX CO DEL COM4.4K shares-2.51%2026-03-312026-04-13

BIV VANGUARD INTERMEDIATE-TERM BOND ETF5.8K shares0.00%2026-03-312026-04-13

MET METLIFE INC COM6.2K shares2.85%2026-03-312026-04-13

TJX TJX COS INC NEW COM2.7K shares7.80%2026-03-312026-04-13

Sponsored

DG DOLLAR GEN CORP COM3.3K shares7.58%2026-03-312026-04-13

IWM ISHARES RUSSELL 2000 ETF1.6K shares6.38%2026-03-312026-04-13

VGT VANGUARD INFORMATION TECHNOLOGY ETF533 shares-28.46%2026-03-312026-04-13

D DOMINION ENERGY INC COM6.0K shares0.00%2026-03-312026-04-13

VONV VANGUARD RUSSELL 1000 VALUE ETF3.9K shares0.43%2026-03-312026-04-13

MS MORGAN STANLEY COM NEW2.2K shares0.14%2026-03-312026-04-13

UPS UNITED PARCEL SVCS INC CL B3.6K shares71.38%2026-03-312026-04-13

WM WASTE MGMT INC DEL COM1.5K shares0.06%2026-03-312026-04-13

Sponsored

GM GENERAL MTRS CO COM4.8K shares0.00%2026-03-312026-04-13

SBUX STARBUCKS CORP COM3.9K shares-6.68%2026-03-312026-04-13

BK BANK NEW YORK MELLON CORP COM2.8K shares0.00%2026-03-312026-04-13

RNST RENASANT CORP COM9.0K shares-7.99%2026-03-312026-04-13

WFC WELLS FARGO & CO COM4.0K shares-1.64%2026-03-312026-04-13

CL COLGATE PALMOLIVE CO COM3.8K shares0.19%2026-03-312026-04-13

NOC NORTHROP GRUMMAN CORP COM463 shares-0.86%2026-03-312026-04-13

QCOM QUALCOMM INC COM2.4K shares-6.02%2026-03-312026-04-13

Sponsored

FDX FEDEX CORP COM871 shares-0.34%2026-03-312026-04-13

INTC INTEL CORP COM6.6K shares-26.33%2026-03-312026-04-13

EMR EMERSON ELEC CO COM2.2K shares0.05%2026-03-312026-04-13

TGT TARGET CORP COM2.4K shares-0.17%2026-03-312026-04-13

IRM IRON MTN INC DEL COM2.7K shares-2.36%2026-03-312026-04-13

NFLX NETFLIX INC. COM2.9K shares6.69%2026-03-312026-04-13

GPC GENUINE PARTS CO COM2.6K shares0.08%2026-03-312026-04-13

SNA SNAP ON INC COM747 shares-0.93%2026-03-312026-04-13

Sponsored

BKNG BOOKING HOLDINGS INC COM63 shares0.00%2026-03-312026-04-13

HD HOME DEPOT INC COM803 shares-16.00%2026-03-312026-04-13

LMT LOCKHEED MARTIN CORP COM424 shares0.24%2026-03-312026-04-13

OKE ONEOK INC NEW COM2.8K shares-0.53%2026-03-312026-04-13

WELL WELLTOWER INC COM1.3K shares-1.17%2026-03-312026-04-13

AGG ISHARES CORE U.S. AGGREGATE BOND ETF2.5K sharesnew addition2026-03-312026-04-13

LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW1.2K sharesnew addition2026-03-312026-04-13

KKR & CO INC COM KKR & CO INC COM2.6K shares0.00%2026-03-312026-04-13

Sponsored

CMCSA COMCAST CORP NEW CL A8.5K shares0.05%2026-03-312026-04-13

SHEL SHELL PLC SPON ADS2.6K sharesnew addition2026-03-312026-04-13

IBIT ISHARES BITCOIN TRUST ETF6.2K shares49.72%2026-03-312026-04-13

VTI VANGUARD TOTAL STOCK MARKET ETF743 shares0.13%2026-03-312026-04-13

LYB LYONDELLBASELL INDUSTRIES NV SHS - A -3.0K shares-54.49%2026-03-312026-04-13

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF3.0K shares0.07%2026-03-312026-04-13

TSCO TRACTOR SUPPLY CO COM5.1K shares-0.35%2026-03-312026-04-13

PNC PNC FINL SVCS GROUP INC COM1.1K shares0.00%2026-03-312026-04-13

Sponsored

CHAT ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF3.7K shares0.00%2026-03-312026-04-13

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF4.5K shares0.33%2026-03-312026-04-13

NSC NORFOLK SOUTHN CORP COM750 shares0.00%2026-03-312026-04-13

IEI ISHARES 3-7 YEAR TREASURY BOND ETF1.7K shares0.06%2026-03-312026-04-13

AEE AMEREN CORP COM1.8K sharesnew addition2026-03-312026-04-13

F FORD MTR CO COM12.0K shares0.24%2026-03-312026-04-13

BDJ BLACKROCK ENHANCED EQUITY DIVI COM13.7K shares0.54%2026-03-312026-04-13

AAPL

APPLE INC COM

1.15%

Shares133.5K

Event2026-03-31

Filed2026-04-13

ALPHABET INC CAP STK CL A

0.38%

Shares98.7K

Event2026-03-31

Filed2026-04-13

XOM

EXXON MOBIL CORP COM

-23.25%

Shares128.8K

Event2026-03-31

Filed2026-04-13

AEP

AMERICAN ELEC PWR CO INC COM

0.25%

Shares153.3K

Event2026-03-31

Filed2026-04-13

ABBV

ABBVIE INC COM

1.09%

Shares88.0K

Event2026-03-31

Filed2026-04-13

EPD

ENTERPRISE PRODS PARTNERS L P COM

-2.46%

Shares503.8K

Event2026-03-31

Filed2026-04-13

DOW

DOW HLDGS INC COM

-30.20%

Shares443.7K

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO COM

1.24%

Shares60.3K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP COM

1.18%

Shares47.2K

Event2026-03-31

Filed2026-04-13

LHX

L3HARRIS TECHNOLOGIES INC COM

-0.62%

Shares48.2K

Event2026-03-31

Filed2026-04-13

CSCO

CISCO SYS INC COM

2.20%

Shares206.5K

Event2026-03-31

Filed2026-04-13

EOG

EOG RES INC COM

5.97%

Shares110.8K

Event2026-03-31

Filed2026-04-13

CMI

CUMMINS INC COM

-24.51%

Shares29.5K

Event2026-03-31

Filed2026-04-13

MERCK & CO INC COM

421.19%

Shares130.1K

Event2026-03-31

Filed2026-04-13

LOW

LOWES COS INC COM

0.73%

Shares66.2K

Event2026-03-31

Filed2026-04-13

AXP

AMERICAN EXPRESS CO COM

1.89%

Shares51.4K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC COM

2.32%

Shares74.2K

Event2026-03-31

Filed2026-04-13

WEYERHAEUSER CO COM NEW

3562.21%

Shares595.8K

Event2026-03-31

Filed2026-04-13

ELV

ELEVANCE HEALTH INC FORMERLY A COM

2.85%

Shares49.6K

Event2026-03-31

Filed2026-04-13

SCHW

SCHWAB CHARLES CORP COM

1.81%

Shares150.8K

Event2026-03-31

Filed2026-04-13

SPY

STATE STREET SPDR S&P 500 ETF

1.72%

Shares21.8K

Event2026-03-31

Filed2026-04-13

UNH

UNITEDHEALTH GROUP INC COM

4.52%

Shares52.2K

Event2026-03-31

Filed2026-04-13

ADBE

ADOBE INC COM

51.14%

Shares58.0K

Event2026-03-31

Filed2026-04-13

HON

HONEYWELL INTL INC COM

0.45%

Shares61.0K

Event2026-03-31

Filed2026-04-13

INTU

INTUIT COM

New

Shares31.5K

Event2026-03-31

Filed2026-04-13

ALTRIA GROUP INC COM

1.22%

Shares205.1K

Event2026-03-31

Filed2026-04-13