CIK 2001461
Allen Mooney & Barnes Investment Advisors LLC
Institutional 13F holdings & portfolio
Holdings
162
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 162
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC COM | 132K | $1M+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 98K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 47K | $1M+ | SH |
| XOM | EXXON MOBIL CORP COM | 168K | $1M+ | SH |
| CMI | CUMMINS INC COM | 39K | $1M+ | SH |
| ABBV | ABBVIE INC COM | 87K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 60K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO COM | 50K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 153K | $1M+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | 48K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 73K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | 516K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 50K | $1M+ | SH |
| LOW | LOWES COS INC COM | 66K | $1M+ | SH |
| CSCO | CISCO SYS INC COM | 202K | $1M+ | SH |
| META | META PLATFORMS INC CL A | 23K | $1M+ | SH |
| CG | CARLYLE GROUP INC COM | 252K | $1M+ | SH |
| DOW | DOW INC COM | 636K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP COM | 148K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TRUST | 21K | $1M+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC COM | 49K | $1M+ | SH |
| ADBE | ADOBE INC COM | 38K | $1M+ | SH |
| MDT | MEDTRONIC PLC SHS | 139K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 41K | $1M+ | SH |
| HON | HONEYWELL INTL INC COM | 61K | $1M+ | SH |
| MO | ALTRIA GROUP INC COM | 203K | $1M+ | SH |
| PRU | PRUDENTIAL FINL INC COM | 102K | $1M+ | SH |
| EOG | EOG RES INC COM | 105K | $1M+ | SH |
| C | CITIGROUP INC COM NEW | 87K | $1M+ | SH |
| FLO | FLOWERS FOODS INC COM | 923K | $1M+ | SH |
| PEP | PEPSICO INC COM | 54K | $1M+ | SH |
| EFA | ISHARES MSCI EAFE ETF | 79K | $1M+ | SH |
| AFL | AFLAC INC COM | 67K | $1M+ | SH |
| AMAT | APPLIED MATLS INC COM | 28K | $1M+ | SH |
| T | AT&T INC COM | 260K | $1M+ | SH |
| V | VISA INC COM CL A | 18K | $1M+ | SH |
| EFX | EQUIFAX INC COM | 29K | $1M+ | SH |
| LLY | ELI LILLY & CO COM | 6K | $1M+ | SH |
| WMT | WALMART INC COM | 46K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 8K | $1M+ | SH |
| FISV | FISERV INC COM | 70K | $1M+ | SH |
| VB | VANGUARD SMALL-CAP ETF | 18K | $1M+ | SH |
| VO | VANGUARD MID-CAP ETF | 14K | $1M+ | SH |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | 63K | $1M+ | SH |
| KO | COCA COLA CO COM | 41K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 5K | $1M+ | SH |
| CVX | CHEVRON CORP NEW COM | 18K | $1M+ | SH |
| MRK | MERCK & CO INC COM | 25K | $1M+ | SH |
| USB | US BANCORP DEL COM NEW | 43K | $1M+ | SH |
| SO | SOUTHERN CO COM | 26K | $1M+ | SH |