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 101–150 of 162
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| OZK | BANK OZK LITTLE ROCK ARK COM | 11K | $500K+ | SH |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | 16K | $100K–$500K | SH |
| COST | COSTCO WHOLESALE CORPORATION COM | 571 | $100K–$500K | SH |
| MET | METLIFE INC COM | 6K | $100K–$500K | SH |
| UNP | UNION PAC CORP COM | 2K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS COM | 5K | $100K–$500K | SH |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 6K | $100K–$500K | SH |
| CLX | CLOROX CO DEL COM | 4K | $100K–$500K | SH |
| QCOM | QUALCOMM INC COM | 3K | $100K–$500K | SH |
| BP | BP PLC SPONSORED ADR | 13K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP COM | 3K | $100K–$500K | SH |
| DG | DOLLAR GEN CORP NEW COM | 3K | $100K–$500K | SH |
| MS | MORGAN STANLEY COM NEW | 2K | $100K–$500K | SH |
| GM | GENERAL MTRS CO COM | 5K | $100K–$500K | SH |
| TJX | TJX COS INC NEW COM | 3K | $100K–$500K | SH |
| WY | WEYERHAEUSER CO MTN BE COM NEW | 16K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW COM | 4K | $100K–$500K | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 1K | $100K–$500K | SH |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | 4K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP COM | 4K | $100K–$500K | SH |
| EIM | EATON VANCE MUN BD FD COM | 36K | $100K–$500K | SH |
| D | DOMINION ENERGY INC COM | 6K | $100K–$500K | SH |
| RNST | RENASANT CORP COM | 10K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL COM | 2K | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC COM | 63 | $100K–$500K | SH |
| KKR | KKR & CO INC COM | 3K | $100K–$500K | SH |
| INTC | INTEL CORP COM | 9K | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP COM | 3K | $100K–$500K | SH |
| HD | HOME DEPOT INC COM | 956 | $100K–$500K | SH |
| GPC | GENUINE PARTS CO COM | 3K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO COM | 4K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO COM | 2K | $100K–$500K | SH |
| LYB | LYONDELLBASELL INDUSTRIES N V SHS - A - | 6K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP COM | 467 | $100K–$500K | SH |
| SNA | SNAP ON INC COM | 754 | $100K–$500K | SH |
| TSCO | TRACTOR SUPPLY CO COM | 5K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW CL A | 8K | $100K–$500K | SH |
| FDX | FEDEX CORP COM | 874 | $100K–$500K | SH |
| NFLX | NETFLIX INC COM | 3K | $100K–$500K | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 742 | $100K–$500K | SH |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 4K | $100K–$500K | SH |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | 2K | $100K–$500K | SH |
| WELL | WELLTOWER INC COM | 1K | $100K–$500K | SH |
| IRM | IRON MTN INC DEL COM | 3K | $100K–$500K | SH |
| GNRC | GENERAC HLDGS INC COM | 2K | $100K–$500K | SH |
| TGT | TARGET CORP COM | 2K | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC COM | 1K | $100K–$500K | SH |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 3K | $100K–$500K | SH |
| CHAT | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | 4K | $100K–$500K | SH |
| CNC | CENTENE CORP DEL COM | 5K | $100K–$500K | SH |