IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Allen Mooney & Barnes Investment Advisors LLC

Q2 2024 Holdings

Filed 2024-07-12 | 151 holdings | $559.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Allen, Mooney & Barnes Investment Adviso(AAPL)APPLE INC COM037833100$35.7M169,4606.4%
Allen, Mooney & Barnes Investment Adviso(GOOGL)ALPHABET INC CAP STK CL A02079K305$26.2M144,0014.7%
Allen, Mooney & Barnes Investment Adviso(MSFT)MICROSOFT CORP COM594918104$26.2M58,5854.7%
Allen, Mooney & Barnes Investment Adviso(AMZN)AMAZON COM INC COM023135106$19.6M101,6783.5%
Allen, Mooney & Barnes Investment Adviso(XOM)EXXON MOBIL CORP COM30231G102$17.9M155,1863.2%
Allen, Mooney & Barnes Investment Adviso(JPM)JPMORGAN CHASE & CO. COM46625H100$17.3M85,7373.1%
Allen, Mooney & Barnes Investment Adviso(AXP)AMERICAN EXPRESS CO COM025816109$16.9M72,8513.0%
Allen, Mooney & Barnes Investment Adviso(ABBV)ABBVIE INC COM00287Y109$14.9M87,1312.7%
Allen, Mooney & Barnes Investment Adviso(LOW)LOWES COS INC COM548661107$14.2M64,1862.5%
Allen, Mooney & Barnes Investment Adviso(SCHW)SCHWAB CHARLES CORP COM808513105$13.3M180,2922.4%
Allen, Mooney & Barnes Investment Adviso(AEP)AMERICAN ELEC PWR CO INC COM025537101$13.1M149,3582.3%
Allen, Mooney & Barnes Investment Adviso(LYB)LYONDELLBASELL INDUSTRIES N V SHS - A -N53745100$13.0M136,2562.3%
Allen, Mooney & Barnes Investment Adviso(DE)DEERE & CO COM244199105$12.8M34,1422.3%
Allen, Mooney & Barnes Investment Adviso(BLKCHF)BLACKROCK INC COM09247X101$12.5M15,8892.2%
Allen, Mooney & Barnes Investment Adviso(HON)HONEYWELL INTL INC COM438516106$12.3M57,3802.2%
Allen, Mooney & Barnes Investment Adviso(PRU)PRUDENTIAL FINL INC COM744320102$11.7M100,0022.1%
Allen, Mooney & Barnes Investment Adviso(SPY)SPDR S&P 500 ETF TRUST78462F103$11.3M20,8412.0%
Allen, Mooney & Barnes Investment Adviso(UNH)UNITEDHEALTH GROUP INC COM91324P102$11.2M22,0892.0%
Allen, Mooney & Barnes Investment Adviso(CMI)CUMMINS INC COM231021106$11.0M39,7112.0%
Allen, Mooney & Barnes Investment Adviso(LHX)L3HARRIS TECHNOLOGIES INC COM502431109$10.5M46,7921.9%
Allen, Mooney & Barnes Investment Adviso(MET)METLIFE INC COM59156R108$10.4M147,7341.9%
Allen, Mooney & Barnes Investment Adviso(EPD)ENTERPRISE PRODS PARTNERS L P COM293792107$10.2M350,3731.8%
Allen, Mooney & Barnes Investment Adviso(CSCO)CISCO SYS INC COM17275R102$9.5M199,5311.7%
Allen, Mooney & Barnes Investment Adviso(MDT)MEDTRONIC PLC SHSG5960L103$9.4M119,9681.7%
Allen, Mooney & Barnes Investment Adviso(COP)CONOCOPHILLIPS COM20825C104$9.2M80,2731.6%
Allen, Mooney & Barnes Investment Adviso(MO)ALTRIA GROUP INC COM02209S103$9.0M197,7531.6%
Allen, Mooney & Barnes Investment Adviso(CVS)CVS HEALTH CORP COM126650100$7.7M131,0971.4%
Allen, Mooney & Barnes Investment Adviso(IBM)INTERNATIONAL BUSINESS MACHS COM459200101$7.7M44,3871.4%
Allen, Mooney & Barnes Investment Adviso(PEP)PEPSICO INC COM713448108$7.6M45,7961.4%
Allen, Mooney & Barnes Investment Adviso(EFX)EQUIFAX INC COM294429105$7.0M28,8001.2%
Allen, Mooney & Barnes Investment Adviso(AFL)AFLAC INC COM001055102$6.8M76,4891.2%
Allen, Mooney & Barnes Investment Adviso(AMAT)APPLIED MATLS INC COM038222105$6.6M28,0921.2%
Allen, Mooney & Barnes Investment Adviso(DGED)DIAGEO PLC SPON ADR NEW25243Q205$5.7M45,5471.0%
Allen, Mooney & Barnes Investment Adviso(C)CITIGROUP INC COM NEW172967424$5.6M88,2811.0%
Allen, Mooney & Barnes Investment Adviso(EFA)ISHARES MSCI EAFE ETF464287465$5.5M69,8591.0%
Allen, Mooney & Barnes Investment Adviso(DIS)DISNEY WALT CO COM254687106$5.2M52,8350.9%
Allen, Mooney & Barnes Investment Adviso(V)VISA INC COM CL A92826C839$5.1M19,4950.9%
Allen, Mooney & Barnes Investment Adviso(T)AT&T INC COM00206R102$5.0M259,1000.9%
Allen, Mooney & Barnes Investment Adviso(FLO)FLOWERS FOODS INC COM343498101$4.6M207,0720.8%
Allen, Mooney & Barnes Investment Adviso(LLY)ELI LILLY & CO COM532457108$4.5M5,0040.8%
Allen, Mooney & Barnes Investment Adviso(VB)VANGUARD SMALL-CAP ETF922908751$4.0M18,2310.7%
Allen, Mooney & Barnes Investment Adviso(VO)VANGUARD MID-CAP ETF922908629$3.3M13,8220.6%
Allen, Mooney & Barnes Investment Adviso(VOO)VANGUARD S&P 500 ETF922908363$3.2M6,3720.6%
Allen, Mooney & Barnes Investment Adviso(WMT)WALMART INC COM931142103$3.1M45,4670.6%
Allen, Mooney & Barnes Investment Adviso(MRK)MERCK & CO INC COM58933Y105$2.8M22,6270.5%
Allen, Mooney & Barnes Investment Adviso(CVX)CHEVRON CORP NEW COM166764100$2.8M17,8040.5%
Allen, Mooney & Barnes Investment Adviso(IWV)ISHARES RUSSELL 3000 ETF464287689$2.6M8,3340.5%
Allen, Mooney & Barnes Investment Adviso(KO)COCA COLA CO COM191216100$2.5M39,7760.5%
Allen, Mooney & Barnes Investment Adviso(EEM)ISHARES MSCI EMERGING MARKETS ETF464287234$2.5M59,3240.5%
Allen, Mooney & Barnes Investment Adviso(DHR)DANAHER CORPORATION COM235851102$2.3M9,1440.4%
Page 1 of 4Next