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 51–100 of 162
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DHR | DANAHER CORPORATION COM | 9K | $1M+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 3K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC COM | 17K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 34K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 2K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 9K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 8K | $1M+ | SH |
| ADM | ARCHER DANIELS MIDLAND CO COM | 26K | $1M+ | SH |
| MCD | MCDONALDS CORP COM | 5K | $1M+ | SH |
| TFC | TRUIST FINL CORP COM | 30K | $1M+ | SH |
| CAH | CARDINAL HEALTH INC COM | 7K | $1M+ | SH |
| PG | PROCTER & GAMBLE CO COM | 9K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 7K | $1M+ | SH |
| PML | PIMCO MUN INCOME FD II COM | 160K | $1M+ | SH |
| SWK | STANLEY BLACK & DECKER INC COM | 16K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | 7K | $1M+ | SH |
| CAT | CATERPILLAR INC COM | 2K | $1M+ | SH |
| VMI | VALMONT INDS INC COM | 3K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC COM | 7K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 3K | $1M+ | SH |
| CBAN | COLONY BANKCORP INC COM | 56K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 8K | $500K+ | SH |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 19K | $500K+ | SH |
| GPN | GLOBAL PMTS INC COM | 12K | $500K+ | SH |
| COF | CAPITAL ONE FINL CORP COM | 4K | $500K+ | SH |
| DE | DEERE & CO COM | 2K | $500K+ | SH |
| HOLX | HOLOGIC INC COM | 12K | $500K+ | SH |
| GLD | SPDR GOLD SHARES | 2K | $500K+ | SH |
| ORCL | ORACLE CORP COM | 4K | $500K+ | SH |
| RTX | RTX CORPORATION COM | 4K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC COM | 10K | $500K+ | SH |
| BAC | BANK AMERICA CORP COM | 15K | $500K+ | SH |
| BLK | BLACKROCK INC COM | 744 | $500K+ | SH |
| AVGO | BROADCOM INC COM | 2K | $500K+ | SH |
| PSX | PHILLIPS 66 COM | 5K | $500K+ | SH |
| PFE | PFIZER INC COM | 26K | $500K+ | SH |
| MKL | MARKEL GROUP INC COM | 297 | $500K+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 912 | $500K+ | SH |
| ABCB | AMERIS BANCORP COM | 8K | $500K+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | 1K | $500K+ | SH |
| IWB | ISHARES RUSSELL 1000 ETF | 2K | $500K+ | SH |
| IWR | ISHARES RUSSELL MIDCAP ETF | 6K | $500K+ | SH |
| TSLA | TESLA INC COM | 1K | $500K+ | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 1K | $500K+ | SH |
| SYK | STRYKER CORPORATION COM | 2K | $500K+ | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 745 | $500K+ | SH |
| VUG | VANGUARD GROWTH ETF | 1K | $500K+ | SH |
| MMM | 3M CO COM | 3K | $500K+ | SH |
| FTNT | FORTINET INC COM | 7K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 13K | $500K+ | SH |