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 151–162 of 162
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NSC | NORFOLK SOUTHN CORP COM | 750 | $100K–$500K | SH |
| GE | GE AEROSPACE COM NEW | 700 | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC CL B | 2K | $100K–$500K | SH |
| OKE | ONEOK INC NEW COM | 3K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 4K | $100K–$500K | SH |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 2K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP COM | 423 | $100K–$500K | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 971 | $100K–$500K | SH |
| ABT | ABBOTT LABS COM | 2K | $100K–$500K | SH |
| F | FORD MTR CO COM | 12K | $100K–$500K | SH |
| BDJ | BLACKROCK ENHANCED EQUITY DIVI COM | 14K | $100K–$500K | SH |
| JQC | NUVEEN CR STRATEGIES INCOME FD COM SHS | 15K | $50K–$100K | SH |