Sponsored

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

Currently, Allen Mooney & Barnes Investment Advisors LLC holds 152 types of securities in its portfolio with a total value $657.6M. In the most recent quarter, they have increased their positions in SOXX (+27.3K shares, valued at $17.5M), BDX (+106.2K shares, valued at $16.1M), N/A (+112.2K shares, valued at $14.0M); decreased their positions in N/A (-190.3K shares, valued at $22.4M), GOOGL (-36.4K shares, valued at $13.0M), IBM (-35.6K shares, valued at $10.0M); initiated new positions in SOXX (+27.3K shares, valued at $17.5M), BDX (+106.2K shares, valued at $16.1M), N/A (+112.2K shares, valued at $14.0M).

1M P&L

+14.0M+2.99%

3M P&L

+20.9M+4.54%

HY P&L

+5.7M+1.20%

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/A56.3M

11.7%

2Consumer Electronics34.5M

7.1%

3Drug Manufacturers - General28.3M

5.9%

Top Industries by Stock Count

1N/A26 stocks

21.0%

2Banks - Regional7 stocks

5.6%

3Drug Manufacturers - General6 stocks

4.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC COM119.3K shares-10.59%2026-06-302026-07-13

GOOGL ALPHABET INC CAP STK CL A62.2K shares-36.92%2026-06-302026-07-13

ABBVIE INC COM ABBVIE INC COM82.0K shares-6.89%2026-06-302026-07-13

UNITEDHEALTH GROUP INC COM UNITEDHEALTH GROUP INC COM49.5K shares-5.30%2026-06-302026-07-13

CMI CUMMINS INC COM28.0K shares-5.08%2026-06-302026-07-13

AEP AMERICAN ELEC PWR CO INC COM142.9K shares-6.76%2026-06-302026-07-13

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM57.7K shares-4.37%2026-06-302026-07-13

ELV ELEVANCE HEALTH INC FORMERLY A COM46.4K shares-6.49%2026-06-302026-07-13

Sponsored

SOXX ISHARES SEMICONDUCTOR ETF27.3K sharesnew addition2026-06-302026-07-13

EPD ENTERPRISE PRODS PARTNERS L P COM458.9K shares-8.90%2026-06-302026-07-13

MSFT MICROSOFT CORP COM45.2K shares-4.24%2026-06-302026-07-13

AMZN AMAZON COM INC COM70.4K shares-5.12%2026-06-302026-07-13

AXP AMERICAN EXPRESS CO COM49.3K shares-3.97%2026-06-302026-07-13

MRK MERCK & CO INC COM126.7K shares-2.58%2026-06-302026-07-13

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF21.8K shares0.07%2026-06-302026-07-13

BDX BECTON DICKINSON & CO COM106.2K sharesnew addition2026-06-302026-07-13

Sponsored

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A112.2K sharesnew addition2026-06-302026-07-13

WY WEYERHAEUSER CO COM NEW575.9K shares-3.35%2026-06-302026-07-13

LOW LOWES COS INC COM61.8K shares-6.59%2026-06-302026-07-13

SCHW SCHWAB CHARLES CORP COM145.5K shares-3.52%2026-06-302026-07-13

LHX L3HARRIS TECHNOLOGIES INC COM45.8K shares-5.07%2026-06-302026-07-13

MO ALTRIA GROUP INC COM179.3K shares-12.58%2026-06-302026-07-13

META PLATFORMS INC CL A META PLATFORMS INC CL A22.4K shares-5.28%2026-06-302026-07-13

EXXONMOBIL HOLDINGS CORP COM SHS EXXONMOBIL HOLDINGS CORP COM SHS85.5K sharesnew addition2026-06-302026-07-13

Sponsored

C CITIGROUP INC COM NEW83.4K shares-6.64%2026-06-302026-07-13

ADOBE INC COM ADOBE INC COM56.5K shares-2.71%2026-06-302026-07-13

MEDTRONIC PLC SHS MEDTRONIC PLC SHS130.0K shares-8.27%2026-06-302026-07-13

PRU PRUDENTIAL FINL INC COM94.1K shares-10.22%2026-06-302026-07-13

CG CARLYLE GROUP INC COM238.5K shares-7.82%2026-06-302026-07-13

APPLIED MATLS INC COM APPLIED MATLS INC COM13.5K shares-50.25%2026-06-302026-07-13

EOG EOG RES INC COM66.4K shares-40.05%2026-06-302026-07-13

INTU INTUIT COM31.2K shares-0.79%2026-06-302026-07-13

Sponsored

EFA ISHARES MSCI EAFE ETF77.2K shares-2.06%2026-06-302026-07-13

AFL AFLAC INC COM60.9K shares-9.09%2026-06-302026-07-13

PEP PEPSICO INC COM52.4K shares-7.14%2026-06-302026-07-13

FLO FLOWERS FOODS INC COM870.1K shares-6.61%2026-06-302026-07-13

HONEYWELL INTL INC COM HONEYWELL INTL INC COM28.1K sharesnew addition2026-06-302026-07-13

HONEYWELL AEROSPACE INC COM HONEYWELL AEROSPACE INC COM28.1K sharesnew addition2026-06-302026-07-13

VISA INC COM CL A VISA INC COM CL A17.5K shares-3.86%2026-06-302026-07-13

LLY ELI LILLY & CO COM4.8K shares-13.12%2026-06-302026-07-13

Sponsored

VOO VANGUARD S&P 500 ETF8.1K shares2.36%2026-06-302026-07-13

VB VANGUARD SMALL-CAP ETF16.9K shares-4.21%2026-06-302026-07-13

WMT WALMART INC COM45.1K shares-3.20%2026-06-302026-07-13

T AT&T INC COM223.4K shares-17.30%2026-06-302026-07-13

EFX EQUIFAX INC COM28.7K shares-1.04%2026-06-302026-07-13

VO VANGUARD MID-CAP ETF53.6K shares287.55%2026-06-302026-07-13

EEM ISHARES MSCI EMERGING MARKETS ETF60.4K shares0.00%2026-06-302026-07-13

CVX CHEVRON CORPORATION COM16.8K shares-3.21%2026-06-302026-07-13

Sponsored

KO COCA COLA CO COM33.9K shares-15.72%2026-06-302026-07-13

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW5.3K shares-2.68%2026-06-302026-07-13

QQQ INVESCO QQQ TRUST SERIES I3.6K shares0.51%2026-06-302026-07-13

USB US BANCORP COM NEW41.3K shares-4.51%2026-06-302026-07-13

GS GOLDMAN SACHS GROUP INC COM2.1K shares1.43%2026-06-302026-07-13

GILD GILEAD SCIENCES INC COM15.7K shares-4.99%2026-06-302026-07-13

ADM ARCHER DANIELS MIDLAND CO COM25.7K shares-2.65%2026-06-302026-07-13

BMY BRISTOL-MYERS SQUIBB CO COM33.1K shares-2.72%2026-06-302026-07-13

Sponsored

CISCO SYS INC COM CISCO SYS INC COM16.2K shares-92.15%2026-06-302026-07-13

SOUTHERN CO COM SOUTHERN CO COM19.6K shares-24.59%2026-06-302026-07-13

JNJ JOHNSON & JOHNSON COM7.3K shares-8.14%2026-06-302026-07-13

DHR DANAHER CORP DEL COM8.7K shares-7.97%2026-06-302026-07-13

IBM INTERNATIONAL BUSINESS MACHS COM5.6K shares-86.30%2026-06-302026-07-13

CAH CARDINAL HEALTH INC COM6.4K shares-5.85%2026-06-302026-07-13

CAT CATERPILLAR INC COM1.3K shares-34.30%2026-06-302026-07-13

MCD MCDONALDS CORP COM4.8K shares0.21%2026-06-302026-07-13

Sponsored

NVDA NVIDIA CORPORATION COM6.3K shares-34.11%2026-06-302026-07-13

PG PROCTER & GAMBLE CO COM8.1K shares-7.00%2026-06-302026-07-13

CBAN COLONY BANKCORP INC COM57.9K shares2.61%2026-06-302026-07-13

SWK STANLEY BLACK & DECKER INC COM11.1K shares-32.03%2026-06-302026-07-13

TFC TRUIST FINL CORP COM18.9K shares-34.75%2026-06-302026-07-13

GOOG ALPHABET INC CAP STK CL C2.6K shares-21.23%2026-06-302026-07-13

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF19.3K shares0.01%2026-06-302026-07-13

PSX PHILLIPS 66 COM5.1K shares-2.03%2026-06-302026-07-13

Sponsored

RTX CORPORATION COM RTX CORPORATION COM4.3K shares-0.96%2026-06-302026-07-13

FTNT FORTINET INC COM5.3K shares-18.41%2026-06-302026-07-13

ICE INTERCONTINENTAL EXCHANGE INC COM6.5K shares-11.04%2026-06-302026-07-13

BAC BANK OF AMER CORP COM14.0K shares-4.46%2026-06-302026-07-13

GLD SPDR GOLD SHARES2.2K shares1.41%2026-06-302026-07-13

NEXTERA ENERGY INC COM NEXTERA ENERGY INC COM8.8K shares-19.97%2026-06-302026-07-13

COF CAPITAL ONE FINL CORP COM3.8K shares0.00%2026-06-302026-07-13

BROADCOM INC COM BROADCOM INC COM2.0K shares-9.90%2026-06-302026-07-13

Sponsored

PM PHILIP MORRIS INTL INC COM4.2K shares-38.95%2026-06-302026-07-13

MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST1.0K shares0.10%2026-06-302026-07-13

IWB ISHARES RUSSELL 1000 ETF1.7K shares0.24%2026-06-302026-07-13

BLK BLACKROCK INC COM715 shares-2.85%2026-06-302026-07-13

IWR ISHARES RUSSELL MIDCAP ETF5.7K shares-4.38%2026-06-302026-07-13

GPN GLOBAL PMTS INC COM8.4K shares-38.13%2026-06-302026-07-13

IWF ISHARES RUSSELL 1000 GROWTH ETF4.8K shares300.50%2026-06-302026-07-13

DUK DUKE ENERGY CORP NEW COM NEW4.7K shares-40.70%2026-06-302026-07-13

Sponsored

OZK BANK OZK LITTLE ROCK ARK COM10.9K shares0.00%2026-06-302026-07-13

VUG VANGUARD GROWTH ETF6.6K shares427.68%2026-06-302026-07-13

DE DEERE & CO COM884 shares-54.24%2026-06-302026-07-13

MKL MARKEL GROUP INC COM282 shares-5.05%2026-06-302026-07-13

PFE PFIZER INC COM22.5K shares-13.06%2026-06-302026-07-13

UNP UNION PAC CORP COM2.0K shares0.05%2026-06-302026-07-13

COSTCO WHOLESALE CORPORATION COM COSTCO WHOLESALE CORPORATION COM571 shares0.00%2026-06-302026-07-13

CLX CLOROX CO DEL COM5.5K shares25.37%2026-06-302026-07-13

Sponsored

VGT VANGUARD INFORMATION TECHNOLOGY ETF4.3K shares700.00%2026-06-302026-07-13

SYK STRYKER CORPORATION COM1.6K shares0.12%2026-06-302026-07-13

INTC INTEL CORP COM3.6K shares-45.82%2026-06-302026-07-13

LRCX LAM RESEARCH CORP COM NEW1.2K shares0.00%2026-06-302026-07-13

PFF ISHARES PREFERRED & INCOME SECURITIES ETF16.0K shares0.73%2026-06-302026-07-13

MET METLIFE INC COM5.7K shares-7.47%2026-06-302026-07-13

ORACLE CORP COM ORACLE CORP COM3.3K shares-23.36%2026-06-302026-07-13

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF638 shares-30.04%2026-06-302026-07-13

Sponsored

IWM ISHARES RUSSELL 2000 ETF1.6K shares0.06%2026-06-302026-07-13

CHAT ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF4.7K shares27.03%2026-06-302026-07-13

MS MORGAN STANLEY COM NEW2.2K shares0.09%2026-06-302026-07-13

ABCB AMERIS BANCORP COM5.0K shares-40.31%2026-06-302026-07-13

COP CONOCOPHILLIPS COM4.3K shares-12.33%2026-06-302026-07-13

3M CO COM 3M CO COM2.7K shares-16.71%2026-06-302026-07-13

BP BP PLC SPONSORED ADR11.8K shares-6.17%2026-06-302026-07-13

BIV VANGUARD INTERMEDIATE-TERM BOND ETF5.6K shares-3.75%2026-06-302026-07-13

Sponsored

IGPT INVESCO AI AND NEXT GEN SOFTWARE ETF4.0K sharesnew addition2026-06-302026-07-13

VONV VANGUARD RUSSELL 1000 VALUE ETF4.0K shares0.41%2026-06-302026-07-13

DOMINION ENERGY INC COM DOMINION ENERGY INC COM5.7K shares-4.47%2026-06-302026-07-13

RNST RENASANT CORP COM9.1K shares0.34%2026-06-302026-07-13

SPACE EXPLORATION TECHN CORP CLASS A COM STK SPACE EXPLORATION TECHN CORP CLASS A COM STK2.2K sharesnew addition2026-06-302026-07-13

UPS UNITED PARCEL SVCS INC CL B3.4K shares-5.48%2026-06-302026-07-13

GM GENERAL MTRS CO COM4.8K shares0.00%2026-06-302026-07-13

SBUX STARBUCKS CORP COM3.4K shares-12.09%2026-06-302026-07-13

Sponsored

WASTE MGMT INC DEL COM WASTE MGMT INC DEL COM1.6K shares0.19%2026-06-302026-07-13

CL COLGATE PALMOLIVE CO COM3.8K shares0.21%2026-06-302026-07-13

TSLA TESLA INC COM804 shares-37.96%2026-06-302026-07-13

EMR EMERSON ELEC CO COM2.3K shares2.26%2026-06-302026-07-13

BSX BOSTON SCIENTIFIC CORP COM7.4K sharesnew addition2026-06-302026-07-13

TGT TARGET CORP COM2.4K shares0.00%2026-06-302026-07-13

PALANTIR TECHNOLOGIES INC CL A PALANTIR TECHNOLOGIES INC CL A2.6K shares-67.03%2026-06-302026-07-13

DG DOLLAR GEN CORP COM2.7K shares-19.70%2026-06-302026-07-13

Sponsored

SNA SNAP ON INC COM749 shares0.27%2026-06-302026-07-13

WFC WELLS FARGO & CO COM3.6K shares-11.79%2026-06-302026-07-13

WELL WELLTOWER INC COM1.2K shares-1.89%2026-06-302026-07-13

BKNG BOOKING HOLDINGS INC COM1.6K shares2401.59%2026-06-302026-07-13

GPC GENUINE PARTS CO COM2.4K shares-8.01%2026-06-302026-07-13

FDX FEDEX CORP COM872 shares0.11%2026-06-302026-07-13

PNC PNC FINL SVCS GROUP INC COM1.1K shares0.00%2026-06-302026-07-13

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF3.1K shares0.23%2026-06-302026-07-13

Sponsored

MPC MARATHON PETE CORP COM1.0K shares-61.24%2026-06-302026-07-13

HD HOME DEPOT INC COM725 shares-9.71%2026-06-302026-07-13

ISHARES CORE U.S. AGGREGATE BOND ETF ISHARES CORE U.S. AGGREGATE BOND ETF2.5K shares0.24%2026-06-302026-07-13

TJX TJX COS INC NEW COM1.6K shares-39.76%2026-06-302026-07-13

VZ VERIZON COMMUNICATIONS INC COM5.8K shares-57.82%2026-06-302026-07-13

OKE ONEOK INC NEW COM2.8K shares0.00%2026-06-302026-07-13

NSC NORFOLK SOUTHN CORP COM750 shares0.00%2026-06-302026-07-13

NOC NORTHROP GRUMMAN CORP COM438 shares-5.40%2026-06-302026-07-13

Sponsored

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF4.1K shares-8.92%2026-06-302026-07-13

LMT LOCKHEED MARTIN CORP COM426 shares0.47%2026-06-302026-07-13

VANGUARD TOTAL STOCK MARKET ETF VANGUARD TOTAL STOCK MARKET ETF586 shares-21.13%2026-06-302026-07-13

SHEL SHELL PLC SPON ADS2.7K shares4.06%2026-06-302026-07-13

IEI ISHARES 3-7 YEAR TREASURY BOND ETF1.7K shares0.06%2026-06-302026-07-13

TROW PRICE T ROWE GROUP INC COM1.8K sharesnew addition2026-06-302026-07-13

BDJ BLACKROCK ENHANCED EQUITY DIVI COM10.0K shares-26.87%2026-06-302026-07-13

JQC NUVEEN CR STRATEGIES INCOME FD COM SHS14.6K sharesnew addition2026-06-302026-07-13

Sponsored

AAPL

APPLE INC COM

-10.59%

Shares119.3K

Event2026-06-30

Filed2026-07-13

GOOGL

ALPHABET INC CAP STK CL A

-36.92%

Shares62.2K

Event2026-06-30

Filed2026-07-13

ABBVIE INC COM

-6.89%

Shares82.0K

Event2026-06-30

Filed2026-07-13

UNITEDHEALTH GROUP INC COM

-5.30%

Shares49.5K

Event2026-06-30

Filed2026-07-13

CMI

CUMMINS INC COM

-5.08%

Shares28.0K

Event2026-06-30

Filed2026-07-13

AEP

AMERICAN ELEC PWR CO INC COM

-6.76%

Shares142.9K

Event2026-06-30

Filed2026-07-13

JPMORGAN CHASE & CO COM

-4.37%

Shares57.7K

Event2026-06-30

Filed2026-07-13

ELV

ELEVANCE HEALTH INC FORMERLY A COM

-6.49%

Shares46.4K

Event2026-06-30

Filed2026-07-13

SOXX

ISHARES SEMICONDUCTOR ETF

New

Shares27.3K

Event2026-06-30

Filed2026-07-13

EPD

ENTERPRISE PRODS PARTNERS L P COM

-8.90%

Shares458.9K

Event2026-06-30

Filed2026-07-13

MSFT

MICROSOFT CORP COM

-4.24%

Shares45.2K

Event2026-06-30

Filed2026-07-13

AMZN

AMAZON COM INC COM

-5.12%

Shares70.4K

Event2026-06-30

Filed2026-07-13

AXP

AMERICAN EXPRESS CO COM

-3.97%

Shares49.3K

Event2026-06-30

Filed2026-07-13

MRK

MERCK & CO INC COM

-2.58%

Shares126.7K

Event2026-06-30

Filed2026-07-13

STATE STREET SPDR S&P 500 ETF

0.07%

Shares21.8K

Event2026-06-30

Filed2026-07-13

BDX

BECTON DICKINSON & CO COM

New

Shares106.2K

Event2026-06-30

Filed2026-07-13

ACCENTURE PLC IRELAND SHS CLASS A

New

Shares112.2K

Event2026-06-30

Filed2026-07-13

WEYERHAEUSER CO COM NEW

-3.35%

Shares575.9K

Event2026-06-30

Filed2026-07-13

LOW

LOWES COS INC COM

-6.59%

Shares61.8K

Event2026-06-30

Filed2026-07-13

SCHW

SCHWAB CHARLES CORP COM

-3.52%

Shares145.5K

Event2026-06-30

Filed2026-07-13

LHX

L3HARRIS TECHNOLOGIES INC COM

-5.07%

Shares45.8K

Event2026-06-30

Filed2026-07-13

ALTRIA GROUP INC COM

-12.58%

Shares179.3K

Event2026-06-30

Filed2026-07-13

META PLATFORMS INC CL A

-5.28%

Shares22.4K

Event2026-06-30

Filed2026-07-13

EXXONMOBIL HOLDINGS CORP COM SHS

New

Shares85.5K

Event2026-06-30

Filed2026-07-13

CITIGROUP INC COM NEW

-6.64%

Shares83.4K

Event2026-06-30

Filed2026-07-13

ADOBE INC COM

-2.71%

Shares56.5K

Event2026-06-30

Filed2026-07-13

MEDTRONIC PLC SHS

-8.27%

Shares130.0K

Event2026-06-30

Filed2026-07-13

PRU

PRUDENTIAL FINL INC COM

-10.22%

Shares94.1K

Event2026-06-30

Filed2026-07-13

CARLYLE GROUP INC COM

-7.82%

Shares238.5K

Event2026-06-30

Filed2026-07-13

APPLIED MATLS INC COM

-50.25%

Shares13.5K

Event2026-06-30

Filed2026-07-13

EOG

EOG RES INC COM

-40.05%

Shares66.4K

Event2026-06-30

Filed2026-07-13

INTU

INTUIT COM

-0.79%

Shares31.2K

Event2026-06-30

Filed2026-07-13

EFA

ISHARES MSCI EAFE ETF

-2.06%

Shares77.2K

Event2026-06-30

Filed2026-07-13

AFL

AFLAC INC COM

-9.09%

Shares60.9K

Event2026-06-30

Filed2026-07-13

PEP

PEPSICO INC COM

-7.14%

Shares52.4K

Event2026-06-30

Filed2026-07-13

FLO

FLOWERS FOODS INC COM

-6.61%

Shares870.1K

Event2026-06-30

Filed2026-07-13

HONEYWELL INTL INC COM

New

Shares28.1K

Event2026-06-30

Filed2026-07-13

HONEYWELL AEROSPACE INC COM

New

Shares28.1K

Event2026-06-30

Filed2026-07-13

VISA INC COM CL A

-3.86%

Shares17.5K

Event2026-06-30

Filed2026-07-13

LLY

ELI LILLY & CO COM

-13.12%

Shares4.8K

Event2026-06-30

Filed2026-07-13

VOO

VANGUARD S&P 500 ETF

2.36%

Shares8.1K

Event2026-06-30

Filed2026-07-13

VANGUARD SMALL-CAP ETF

-4.21%

Shares16.9K

Event2026-06-30

Filed2026-07-13

WMT

WALMART INC COM

-3.20%

Shares45.1K

Event2026-06-30

Filed2026-07-13

AT&T INC COM

-17.30%

Shares223.4K

Event2026-06-30

Filed2026-07-13

EFX

EQUIFAX INC COM

-1.04%

Shares28.7K

Event2026-06-30

Filed2026-07-13

VANGUARD MID-CAP ETF

287.55%

Shares53.6K

Event2026-06-30

Filed2026-07-13

EEM

ISHARES MSCI EMERGING MARKETS ETF

0.00%

Shares60.4K

Event2026-06-30

Filed2026-07-13

CVX

CHEVRON CORPORATION COM

-3.21%

Shares16.8K

Event2026-06-30

Filed2026-07-13

COCA COLA CO COM

-15.72%

Shares33.9K

Event2026-06-30

Filed2026-07-13

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

-2.68%

Shares5.3K

Event2026-06-30

Filed2026-07-13

QQQ

INVESCO QQQ TRUST SERIES I

0.51%

Shares3.6K

Event2026-06-30

Filed2026-07-13

USB

US BANCORP COM NEW

-4.51%

Shares41.3K

Event2026-06-30

Filed2026-07-13

GOLDMAN SACHS GROUP INC COM

1.43%

Shares2.1K

Event2026-06-30

Filed2026-07-13

GILD

GILEAD SCIENCES INC COM

-4.99%

Shares15.7K

Event2026-06-30

Filed2026-07-13

ADM

ARCHER DANIELS MIDLAND CO COM

-2.65%

Shares25.7K

Event2026-06-30

Filed2026-07-13

BMY

BRISTOL-MYERS SQUIBB CO COM

-2.72%

Shares33.1K

Event2026-06-30

Filed2026-07-13

CISCO SYS INC COM

-92.15%

Shares16.2K

Event2026-06-30

Filed2026-07-13

SOUTHERN CO COM

-24.59%

Shares19.6K

Event2026-06-30

Filed2026-07-13

JNJ

JOHNSON & JOHNSON COM

-8.14%

Shares7.3K

Event2026-06-30

Filed2026-07-13

DHR

DANAHER CORP DEL COM

-7.97%

Shares8.7K

Event2026-06-30

Filed2026-07-13

IBM

INTERNATIONAL BUSINESS MACHS COM

-86.30%

Shares5.6K

Event2026-06-30

Filed2026-07-13

CAH

CARDINAL HEALTH INC COM

-5.85%

Shares6.4K

Event2026-06-30

Filed2026-07-13

CAT

CATERPILLAR INC COM

-34.30%

Shares1.3K

Event2026-06-30

Filed2026-07-13

MCD

MCDONALDS CORP COM

0.21%

Shares4.8K

Event2026-06-30

Filed2026-07-13

NVDA

NVIDIA CORPORATION COM

-34.11%

Shares6.3K

Event2026-06-30

Filed2026-07-13

PROCTER & GAMBLE CO COM

-7.00%

Shares8.1K

Event2026-06-30

Filed2026-07-13

CBAN

COLONY BANKCORP INC COM

2.61%

Shares57.9K

Event2026-06-30

Filed2026-07-13

SWK

STANLEY BLACK & DECKER INC COM

-32.03%

Shares11.1K

Event2026-06-30

Filed2026-07-13

TFC

TRUIST FINL CORP COM

-34.75%

Shares18.9K

Event2026-06-30

Filed2026-07-13

GOOG

ALPHABET INC CAP STK CL C

-21.23%

Shares2.6K

Event2026-06-30

Filed2026-07-13

BNDX

VANGUARD TOTAL INTERNATIONAL BOND ETF

0.01%

Shares19.3K

Event2026-06-30

Filed2026-07-13

PSX

PHILLIPS 66 COM

-2.03%

Shares5.1K

Event2026-06-30

Filed2026-07-13

RTX CORPORATION COM

-0.96%

Shares4.3K

Event2026-06-30

Filed2026-07-13

FTNT

FORTINET INC COM

-18.41%

Shares5.3K

Event2026-06-30

Filed2026-07-13

ICE

INTERCONTINENTAL EXCHANGE INC COM

-11.04%

Shares6.5K

Event2026-06-30

Filed2026-07-13

BAC

BANK OF AMER CORP COM

-4.46%

Shares14.0K

Event2026-06-30

Filed2026-07-13

GLD

SPDR GOLD SHARES

1.41%

Shares2.2K

Event2026-06-30

Filed2026-07-13

NEXTERA ENERGY INC COM

-19.97%

Shares8.8K

Event2026-06-30

Filed2026-07-13

COF

CAPITAL ONE FINL CORP COM

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-13

BROADCOM INC COM

-9.90%

Shares2.0K

Event2026-06-30

Filed2026-07-13

PHILIP MORRIS INTL INC COM

-38.95%

Shares4.2K

Event2026-06-30

Filed2026-07-13

MDY

STATE STREET SPDR S&P MIDCAP 400 ETF TRUST

0.10%

Shares1.0K

Event2026-06-30

Filed2026-07-13

IWB

ISHARES RUSSELL 1000 ETF

0.24%

Shares1.7K

Event2026-06-30

Filed2026-07-13

BLK

BLACKROCK INC COM

-2.85%

Shares715

Event2026-06-30

Filed2026-07-13

IWR

ISHARES RUSSELL MIDCAP ETF

-4.38%

Shares5.7K

Event2026-06-30

Filed2026-07-13

GPN

GLOBAL PMTS INC COM

-38.13%

Shares8.4K

Event2026-06-30

Filed2026-07-13

IWF

ISHARES RUSSELL 1000 GROWTH ETF

300.50%

Shares4.8K

Event2026-06-30

Filed2026-07-13

DUK

DUKE ENERGY CORP NEW COM NEW

-40.70%

Shares4.7K

Event2026-06-30

Filed2026-07-13

OZK

BANK OZK LITTLE ROCK ARK COM

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-13

VUG

VANGUARD GROWTH ETF

427.68%

Shares6.6K

Event2026-06-30

Filed2026-07-13

DEERE & CO COM

-54.24%

Shares884

Event2026-06-30

Filed2026-07-13

MKL

MARKEL GROUP INC COM

-5.05%

Shares282

Event2026-06-30

Filed2026-07-13

PFE

PFIZER INC COM

-13.06%

Shares22.5K

Event2026-06-30

Filed2026-07-13

UNP

UNION PAC CORP COM

0.05%

Shares2.0K

Event2026-06-30

Filed2026-07-13

COSTCO WHOLESALE CORPORATION COM

0.00%

Shares571

Event2026-06-30

Filed2026-07-13

CLX

CLOROX CO DEL COM

25.37%

Shares5.5K

Event2026-06-30

Filed2026-07-13

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

700.00%

Shares4.3K

Event2026-06-30

Filed2026-07-13

SYK

STRYKER CORPORATION COM

0.12%

Shares1.6K

Event2026-06-30

Filed2026-07-13

INTC

INTEL CORP COM

-45.82%

Shares3.6K

Event2026-06-30

Filed2026-07-13

LRCX

LAM RESEARCH CORP COM NEW

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-13

PFF

ISHARES PREFERRED & INCOME SECURITIES ETF

0.73%

Shares16.0K

Event2026-06-30

Filed2026-07-13

MET

METLIFE INC COM

-7.47%

Shares5.7K

Event2026-06-30

Filed2026-07-13

ORACLE CORP COM

-23.36%

Shares3.3K

Event2026-06-30

Filed2026-07-13

ISHARES CORE S&P 500 ETF

-30.04%

Shares638

Event2026-06-30

Filed2026-07-13

IWM

ISHARES RUSSELL 2000 ETF

0.06%

Shares1.6K

Event2026-06-30

Filed2026-07-13

CHAT

ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF

27.03%

Shares4.7K

Event2026-06-30

Filed2026-07-13

MORGAN STANLEY COM NEW

0.09%

Shares2.2K

Event2026-06-30

Filed2026-07-13

ABCB

AMERIS BANCORP COM

-40.31%

Shares5.0K

Event2026-06-30

Filed2026-07-13

COP

CONOCOPHILLIPS COM

-12.33%

Shares4.3K

Event2026-06-30

Filed2026-07-13

3M CO COM

-16.71%

Shares2.7K

Event2026-06-30

Filed2026-07-13

BP PLC SPONSORED ADR

-6.17%

Shares11.8K

Event2026-06-30

Filed2026-07-13

BIV

VANGUARD INTERMEDIATE-TERM BOND ETF

-3.75%

Shares5.6K

Event2026-06-30

Filed2026-07-13

IGPT

INVESCO AI AND NEXT GEN SOFTWARE ETF

New

Shares4.0K

Event2026-06-30

Filed2026-07-13

VONV

VANGUARD RUSSELL 1000 VALUE ETF

0.41%

Shares4.0K

Event2026-06-30

Filed2026-07-13

DOMINION ENERGY INC COM

-4.47%

Shares5.7K

Event2026-06-30

Filed2026-07-13

RNST

RENASANT CORP COM

0.34%

Shares9.1K

Event2026-06-30

Filed2026-07-13

SPACE EXPLORATION TECHN CORP CLASS A COM STK

New

Shares2.2K

Event2026-06-30

Filed2026-07-13

UPS

UNITED PARCEL SVCS INC CL B

-5.48%

Shares3.4K

Event2026-06-30

Filed2026-07-13

GENERAL MTRS CO COM

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-13

SBUX

STARBUCKS CORP COM

-12.09%

Shares3.4K

Event2026-06-30

Filed2026-07-13

WASTE MGMT INC DEL COM

0.19%

Shares1.6K

Event2026-06-30

Filed2026-07-13

COLGATE PALMOLIVE CO COM

0.21%

Shares3.8K

Event2026-06-30

Filed2026-07-13

TSLA

TESLA INC COM

-37.96%

Shares804

Event2026-06-30

Filed2026-07-13

EMR

EMERSON ELEC CO COM

2.26%

Shares2.3K

Event2026-06-30

Filed2026-07-13

BSX

BOSTON SCIENTIFIC CORP COM

New

Shares7.4K

Event2026-06-30

Filed2026-07-13

TGT

TARGET CORP COM

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-13

PALANTIR TECHNOLOGIES INC CL A

-67.03%

Shares2.6K

Event2026-06-30

Filed2026-07-13

DOLLAR GEN CORP COM

-19.70%

Shares2.7K

Event2026-06-30

Filed2026-07-13

SNA

SNAP ON INC COM

0.27%

Shares749

Event2026-06-30

Filed2026-07-13

WFC

WELLS FARGO & CO COM

-11.79%

Shares3.6K

Event2026-06-30

Filed2026-07-13

WELL

WELLTOWER INC COM

-1.89%

Shares1.2K

Event2026-06-30

Filed2026-07-13

BKNG

BOOKING HOLDINGS INC COM

2401.59%

Shares1.6K

Event2026-06-30

Filed2026-07-13

GPC

GENUINE PARTS CO COM

-8.01%

Shares2.4K

Event2026-06-30

Filed2026-07-13

FDX

FEDEX CORP COM

0.11%

Shares872

Event2026-06-30

Filed2026-07-13

PNC

PNC FINL SVCS GROUP INC COM

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-13

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

0.23%

Shares3.1K

Event2026-06-30

Filed2026-07-13

MPC

MARATHON PETE CORP COM

-61.24%

Shares1.0K

Event2026-06-30

Filed2026-07-13

HOME DEPOT INC COM

-9.71%

Shares725

Event2026-06-30

Filed2026-07-13

ISHARES CORE U.S. AGGREGATE BOND ETF

0.24%

Shares2.5K

Event2026-06-30

Filed2026-07-13

TJX

TJX COS INC NEW COM

-39.76%

Shares1.6K

Event2026-06-30

Filed2026-07-13

VERIZON COMMUNICATIONS INC COM

-57.82%

Shares5.8K

Event2026-06-30

Filed2026-07-13

OKE

ONEOK INC NEW COM

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-13

NSC

NORFOLK SOUTHN CORP COM

0.00%

Shares750

Event2026-06-30

Filed2026-07-13

NOC

NORTHROP GRUMMAN CORP COM

-5.40%

Shares438

Event2026-06-30

Filed2026-07-13

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

-8.92%

Shares4.1K

Event2026-06-30

Filed2026-07-13

LMT

LOCKHEED MARTIN CORP COM

0.47%

Shares426

Event2026-06-30

Filed2026-07-13

VANGUARD TOTAL STOCK MARKET ETF

-21.13%

Shares586

Event2026-06-30

Filed2026-07-13

SHEL

SHELL PLC SPON ADS

4.06%

Shares2.7K

Event2026-06-30

Filed2026-07-13

IEI

ISHARES 3-7 YEAR TREASURY BOND ETF

0.06%

Shares1.7K

Event2026-06-30

Filed2026-07-13

TROW

PRICE T ROWE GROUP INC COM

New

Shares1.8K

Event2026-06-30

Filed2026-07-13

BDJ

BLACKROCK ENHANCED EQUITY DIVI COM

-26.87%

Shares10.0K

Event2026-06-30

Filed2026-07-13

JQC

NUVEEN CR STRATEGIES INCOME FD COM SHS

New

Shares14.6K

Event2026-06-30

Filed2026-07-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available