Holdings Channel
EntityShares/Amount
Change
Position Value
Change
MOAT +29,443+$2,563
BUYW +42,245+$574
SMOT +17,015+$559
SECT +9,932+$494
SPTS +8,344+$240
PSFF +8,807+$237
GM +4,839+$212
CI +587+$207
EMR +1,776+$202
JQC +14,601+$81
EntityShares/Amount
Change
Position Value
Change
PYPL -4,933-$303
BA -805-$210
BLRX -15,000-$24
EntityShares/Amount
Change
Position Value
Change
WMT +30,839+$454
VXUS +7,270+$467
EFA +6,668+$742
F +5,021+$75
MDT +3,472+$262
NEE +1,560+$136
INTC +1,363-$29
PML +1,139+$16
EPD +676+$1,037
AEP +630+$300
EntityShares/Amount
Change
Position Value
Change
AAPL -49,724-$11,812
MSFT -42,016-$15,044
AMZN -37,363-$1,949
PSLV -22,125-$169
PFE -20,749-$617
PHYS -20,105-$223
BDJ -18,392-$130
FLO -9,252-$133
KO -6,373-$370
Size ($ in 1000's)
At 03/31/2024: $523,750
At 12/31/2023: $525,807

Allen Mooney & Barnes Investment Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Allen Mooney & Barnes Investment Advisors LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Allen Mooney & Barnes Investment Advisors LLC
As of  03/31/2024, we find all stocks held by Allen Mooney & Barnes Investment Advisors LLC to be as follows, presented in the table below with each row detailing each Allen Mooney & Barnes Investment Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Allen Mooney & Barnes Investment Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Allen Mooney & Barnes Investment Advisors LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
ALPHABET INC CAP STK CL A 147,344 -2,360 $23,487
     GOOGL147,344-2,360$23,487
APPLE INC COM 127,987 -49,724 $22,403
     AAPL127,987-49,724$22,403
AMAZON COM INC COM 100,467 -37,363 $18,993
     AMZN100,467-37,363$18,993
EXXON MOBIL CORP COM 153,293 -784 $18,670
     XOM153,293-784$18,670
JPMORGAN CHASE & CO COM 84,516 -815 $16,517
     JPM84,516-815$16,517
AMERICAN EXPRESS CO COM 72,128 -112 $15,738
     AXP72,128-112$15,738
LOWES COS INC COM 63,453 -398 $14,940
     LOW63,453-398$14,940
ABBVIE INC COM 86,767 -1,181 $14,535
     ABBV86,767-1,181$14,535
LYONDELLBASELL INDUSTRIES N V SHS A 133,830 +276 $13,773
     LYB133,830+276$13,773
AFLAC INC COM 165,653 +90 $13,193
     AFL165,653+90$13,193
SCHWAB CHARLES CORP COM 179,008 +245 $12,642
     SCHW179,008+245$12,642
AMERICAN ELEC PWR CO INC COM 147,219 +630 $12,206
     AEP147,219+630$12,206
CUMMINS INC COM 39,782 -284 $12,048
     CMI39,782-284$12,048
BLACKROCK INC COM 15,305 +35 $12,029
     BLK15,305+35$12,029
SPDR S&P 500 ETF TRUST (SPY) 21,433 -3,351 $11,102
     SPY21,433-3,351$11,102
HONEYWELL INTL INC COM 56,246 +91 $11,073
     HON56,246+91$11,073
PRUDENTIAL FINL INC COM 99,310 -1,120 $11,056
     PRU99,310-1,120$11,056
UNITEDHEALTH GROUP INC COM 21,957 +151 $10,862
     UNH21,957+151$10,862
CONOCOPHILLIPS COM 79,370 -226 $10,550
     COP79,370-226$10,550
METLIFE INC COM 148,249 -247 $10,523
     MET148,249-247$10,523
ENTERPRISE PRODS PARTNERS L P COM 354,916 +676 $10,371
     EPD354,916+676$10,371
CVS HEALTH CORP COM 128,163 -686 $10,222
     CVS128,163-686$10,222
CISCO SYS INC COM 192,663 -11 $9,542
     CSCO192,663-11$9,542
L3HARRIS TECHNOLOGIES INC COM 46,570 +62 $9,426
     LHX46,570+62$9,426
MEDTRONIC PLC SHS 113,779 +3,472 $9,349
     MDT113,779+3,472$9,349
INTERNATIONAL BUSINESS MACHS COM 44,406 -174 $8,255
     IBM44,406-174$8,255
ALTRIA GROUP INC COM 198,678 -961 $8,231
     MO198,678-961$8,231
PEPSICO INC COM 45,148 +469 $7,601
     PEP45,148+469$7,601
EQUIFAX INC COM 28,801 -70 $7,178
     EFX28,801-70$7,178
MICROSOFT CORP COM 14,573 -42,016 $6,236
     MSFT14,573-42,016$6,236
DIAGEO PLC SPON ADR NEW 43,761 -307 $6,165
     DEO43,761-307$6,165
DISNEY WALT CO COM 51,784 -378 $6,066
     DIS51,784-378$6,066
APPLIED MATLS INC COM 28,193 -357 $6,005
     AMAT28,193-357$6,005
ISHARES MSCI EAFE ETF (EFA) 75,787 +6,668 $5,950
     EFA75,787+6,668$5,950
VISA INC COM CL A 19,461 -28 $5,365
     V19,461-28$5,365
CITIGROUP INC COM NEW 86,460 -1,182 $5,249
     C86,460-1,182$5,249
FLOWERS FOODS INC COM 221,725 -9,252 $5,066
     FLO221,725-9,252$5,066
ELI LILLY & CO COM 5,570 -479 $4,231
     LLY5,570-479$4,231
AT&T INC COM 255,370 -1,617 $4,194
     T255,370-1,617$4,194
VANGUARD SMALL CAP ETF (VB) 18,295 -421 $4,039
     VB18,295-421$4,039
VANGUARD MID CAP ETF (VO) 12,646 +7 $3,082
     VO12,646+7$3,082
VANGUARD S&P 500 ETF (VOO) 6,422 +96 $3,057
     VOO6,422+96$3,057
COCA COLA CO COM 51,013 -6,373 $3,012
     KO51,013-6,373$3,012
MERCK & CO INC COM 23,618 -70 $2,979
     MRK23,618-70$2,979
CHEVRON CORP NEW COM 18,173 -125 $2,942
     CVX18,173-125$2,942
BERKSHIRE HATHAWAY INC DEL CL B NEW      $2,775
     BRK.B6,808-2,076$2,775
WALMART INC COM 45,178 +30,839 $2,715
     WMT45,178+30,839$2,715
VANECK MORNINGSTAR WIDE MOAT ETF (MOAT) 29,443 +29,443 $2,563
     MOAT29,443+29,443$2,563
ISHARES RUSSELL 3000 ETF (IWV) 8,334 UNCH $2,470
     IWV8,334UNCH$2,470
ISHARES MSCI EMERGING MARKETS ETF (EEM) 59,502 -496 $2,468
     EEM59,502-496$2,468
STANLEY BLACK & DECKER INC COM 25,411 -332 $2,371
     SWK25,411-332$2,371
SOUTHERN CO COM 33,447 -1,819 $2,327
     SO33,447-1,819$2,327
DANAHER CORPORATION COM 9,295 -4 $2,268
     DHR9,295-4$2,268
BRISTOL MYERS SQUIBB CO COM 36,182 -1,249 $1,962
     BMY36,182-1,249$1,962
STARBUCKS CORP COM 21,768 +45 $1,870
     SBUX21,768+45$1,870
ARCHER DANIELS MIDLAND CO COM 27,570 +42 $1,725
     ADM27,570+42$1,725
PROCTER AND GAMBLE CO COM 9,521 -521 $1,484
     PG9,521-521$1,484
VERIZON COMMUNICATIONS INC COM 36,492 -3,111 $1,466
     VZ36,492-3,111$1,466
VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS) 24,486 +7,270 $1,465
     VXUS24,486+7,270$1,465
GILEAD SCIENCES INC COM 20,652 -386 $1,418
     GILD20,652-386$1,418
INVESCO QQQ TRUST SERIES I 3,018 +142 $1,344
     QQQ3,018+142$1,344
TRUIST FINL CORP COM 35,611 -1,072 $1,328
     TFC35,611-1,072$1,328
MCDONALDS CORP COM 4,901 +13 $1,316
     MCD4,901+13$1,316
JOHNSON & JOHNSON COM 8,420 -451 $1,253
     JNJ8,420-451$1,253
US BANCORP DEL COM NEW 28,766 -397 $1,206
     USB28,766-397$1,206
CATERPILLAR INC COM 2,792 +3 $1,039
     CAT2,792+3$1,039
INTERCONTINENTAL EXCHANGE INC COM (ICE) 7,746 -83 $1,034
     ICE7,746-83$1,034
TC BANCSHARES INC COM (TCBC) 76,600 +600 $1,033
     TCBC76,600+600$1,033
HOLOGIC INC COM 12,739 -79 $991
     HOLX12,739-79$991
GLOBAL PMTS INC COM 7,857 +25 $979
     GPN7,857+25$979
GOLDMAN SACHS GROUP INC COM 2,369 +19 $942
     GS2,369+19$942
VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) 19,166 +71 $934
     BNDX19,166+71$934
PHILLIPS 66 COM 5,636 -122 $932
     PSX5,636-122$932
DUKE ENERGY CORP NEW COM NEW 9,194 -1,579 $876
     DUK9,194-1,579$876
PIMCO MUN INCOME FD II COM 103,735 +1,139 $868
     PML103,735+1,139$868
WASTE MGMT INC DEL COM 4,215 -277 $868
     WM4,215-277$868
NEXTERA ENERGY INC COM 12,810 +1,560 $819
     NEE12,810+1,560$819
ISHARES RUSSELL 1000 ETF (IWB) 2,759 +5 $786
     IWB2,759+5$786
ORACLE CORP COM 6,087 +3 $750
     ORCL6,087+3$750
NVIDIA CORPORATION COM 820 +43 $743
     NVDA820+43$743
CARDINAL HEALTH INC COM 6,891 UNCH $733
     CAH6,891UNCH$733
PHILIP MORRIS INTL INC COM 8,148 +37 $729
     PM8,148+37$729
SPROTT PHYSICAL GOLD TR UNIT 39,585 -20,105 $728
     PHYS39,585-20,105$728
INTEL CORP COM 15,921 +1,363 $703
     INTC15,921+1,363$703
BANK AMERICA CORP COM 19,089 -1,464 $694
     BAC19,089-1,464$694
CLOROX CO DEL COM 4,729 -47 $685
     CLX4,729-47$685
VANGUARD GROWTH ETF (VUG) 1,902 +194 $658
     VUG1,902+194$658
ISHARES CORE S&P 500 ETF (IVV) 1,260 +120 $656
     IVV1,260+120$656
FISERV INC COM 4,034 UNCH $620
     FI4,034UNCH$620
VALMONT INDS INC COM 2,631 +126 $584
     VMI2,631+126$584
MARKEL GROUP INC COM 404 -1,172 $583
     MKL404-1,172$583
MAIN BUYWRITE ETF (BUYW) 42,245 +42,245 $574
     BUYW42,245+42,245$574
PALANTIR TECHNOLOGIES INC CL A 25,002 -3,849 $571
     PLTR25,002-3,849$571
VANECK MORNINGSTAR SMID MOAT ETF (SMOT) 17,015 +17,015 $559
     SMOT17,015+17,015$559
UNION PAC CORP COM 2,355 +3 $556
     UNP2,355+3$556
ADOBE INC COM 1,123 +11 $544
     ADBE1,123+11$544
SPDR S&P MIDCAP 400 ETF TRUST (MDY) 1,008 +1 $543
     MDY1,008+1$543
BP PLC SPONSORED ADR 13,344 +8 $529
     BP13,344+8$529
COSTCO WHSL CORP NEW COM 711 +7 $521
     COST711+7$521
GENUINE PARTS CO COM 3,510 +3 $513
     GPC3,510+3$513
ISHARES PREFERRED & INCOME SECURITIES ETF (PFF) 15,793 +111 $497
     PFF15,793+111$497
MAIN SECTOR ROTATION ETF (SECT) 9,932 +9,932 $494
     SECT9,932+9,932$494
STRYKER CORPORATION COM 1,418 UNCH $491
     SYK1,418UNCH$491
FORTINET INC COM 7,123 -80 $486
     FTNT7,123-80$486
BANK OZK LITTLE ROCK ARK COM 11,088 UNCH $477
     OZK11,088UNCH$477
QUALCOMM INC COM 2,700 -74 $473
     QCOM2,700-74$473
VANGUARD RUSSELL 1000 VALUE ETF (VONV) 6,142 +26 $471
     VONV6,142+26$471
META PLATFORMS INC CL A 881 +159 $461
     META881+159$461
SPDR GOLD SHARES (GLD) 2,095 UNCH $460
     GLD2,095UNCH$460
FINANCIAL SELECT SECTOR SPDR FUND (XLF) 11,310 +26 $459
     XLF11,310+26$459
COMCAST CORP NEW CL A 11,372 +3 $456
     CMCSA11,372+3$456
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 1,345 +1 $454
     IWF1,345+1$454
ALPHABET INC CAP STK CL C 2,769 +119 $445
     GOOG2,769+119$445
MARATHON PETE CORP COM 2,097 +21 $445
     MPC2,097+21$445
DEERE & CO COM 1,077 +153 $444
     DE1,077+153$444
NORFOLK SOUTHN CORP COM 1,728 -5 $432
     NSC1,728-5$432
HOME DEPOT INC COM 1,090 +1 $418
     HD1,090+1$418
IRON MTN INC DEL COM 5,430 -431 $416
     IRM5,430-431$416
FIRST BANCSHARES INC MS COM (FBMS) 16,910 +64 $402
     FBMS16,910+64$402
AMERIS BANCORP COM 8,567 UNCH $389
     ABCB8,567UNCH$389
RTX CORPORATION COM 3,826 +3 $386
     RTX3,826+3$386
PIMCO MUN INCOME FD III COM 51,891 +616 $379
     PMX51,891+616$379
VANGUARD INFORMATION TECHNOLOGY ETF (VGT) 713 UNCH $374
     VGT713UNCH$374
DOMINION ENERGY INC COM 7,504 +320 $368
     D7,504+320$368
SPROTT PHYSICAL SILVER TR TR UNIT 44,235 -22,125 $367
     PSLV44,235-22,125$367
BECTON DICKINSON & CO COM 1,500 -120 $361
     BDX1,500-120$361
VANGUARD INTERMEDIATE TERM BOND ETF (BIV) 4,877 +20 $359
     BIV4,877+20$359
DISCOVER FINL SVCS COM 2,900 UNCH $357
     DFS2,900UNCH$357
COLGATE PALMOLIVE CO COM 3,870 +7 $333
     CL3,870+7$333
ALLSTATE CORP COM 1,979 -219 $328
     ALL1,979-219$328
TARGET CORP COM 1,877 +7 $322
     TGT1,877+7$322
GENERAL MLS INC COM 4,771 +19 $320
     GIS4,771+19$320
ISHARES RUSSELL 1000 VALUE ETF (IWD) 1,748 UNCH $305
     IWD1,748UNCH$305
VANGUARD SHORT TERM CORPORATE BOND ETF (VCSH) 3,982 UNCH $305
     VCSH3,982UNCH$305
3M CO COM 2,848 +274 $302
     MMM2,848+274$302
ISHARES RUSSELL 2000 ETF (IWM) 1,473 +1 $298
     IWM1,473+1$298
EATON VANCE MUN BD FD COM 27,498 +30 $276
     EIM27,498+30$276
TRACTOR SUPPLY CO COM 1,102 +1 $276
     TSCO1,102+1$276
DOLLAR GEN CORP NEW COM 1,757 +171 $271
     DG1,757+171$271
KKR & CO INC COM 2,630 UNCH $264
     KKR2,630UNCH$264
COMPASS DIVERSIFIED SH BEN INT 11,000 -3,000 $262
     CODI11,000-3,000$262
VANGUARD HEALTH CARE ETF (VHT) 1,006 -2 $260
     VHT1,006-2$260
WELLS FARGO CO NEW COM 4,567 -497 $259
     WFC4,567-497$259
GENERAC HLDGS INC COM 1,844 -22 $251
     GNRC1,844-22$251
TESLA INC COM 1,438 +251 $251
     TSLA1,438+251$251
SPDR PORTFOLIO SHORT TERM TREASURY ETF (SPTS) 8,344 +8,344 $240
     SPTS8,344+8,344$240
GLOBAL X MLP ETF (MLPA) 5,000 UNCH $238
     MLPA5,000UNCH$238
PACER SWAN SOS FUND OF FUNDS ETF (PSFF) 8,807 +8,807 $237
     PSFF8,807+8,807$237
BLACKROCK ENHANCED EQUITY DIVI COM 27,989 -18,392 $227
     BDJ27,989-18,392$227
TJX COS INC NEW COM 2,309 +4 $221
     TJX2,309+4$221
MORGAN STANLEY COM NEW 2,504 +11 $217
     MS2,504+11$217
GENERAL MTRS CO COM 4,839 +4,839 $212
     GM4,839+4,839$212
PFIZER INC COM 8,004 -20,749 $211
     PFE8,004-20,749$211
FORD MTR CO DEL COM 15,967 +5,021 $208
     F15,967+5,021$208
THE CIGNA GROUP COM 587 +587 $207
     CI587+587$207
VANGUARD FINANCIALS ETF (VFH) 2,099 -710 $207
     VFH2,099-710$207
ENERGY TRANSFER L P COM UT LTD PTN 13,069 +22 $205
     ET13,069+22$205
EMERSON ELEC CO COM 1,776 +1,776 $202
     EMR1,776+1,776$202
DANIMER SCIENTIFIC INC COM CL A 99,866 UNCH $109
     DNMR99,866UNCH$109
NUVEEN CR STRATEGIES INCOME FD COM SHS 14,601 +14,601 $81
     JQC14,601+14,601$81
BOEING CO COM $0 (exited)
     BA0-805$0
BIOLINERX LTD SPONSORED ADS $0 (exited)
     BLRX0-15,000$0
PAYPAL HLDGS INC COM 0 -4,933 $0 (exited)
     PYPL0-4,933$0

See Summary: Allen Mooney & Barnes Investment Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Allen Mooney & Barnes Investment Advisors LLC

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