Allen Mooney & Barnes Investment Advisors LLC

13F filer, CIK 2001461, Thomasville, GA

Allen Mooney & Barnes Investment Advisors LLC reported $592,775,293 across 149 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-14. Its ten largest share positions make up 36.66% of the portfolio.

Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001213900-25-003175

Period: 2024-12-31
Reported value: $593M
Holdings: 149
Top 10 weight: 36.66%
New: 3
Sold out: 9

Largest buys vs the previous quarter

Security	Shares change	Approx. value
KVUEnew	+546,663	$11.7M
MDTadded	+8,629	$689K
MSFTadded	+1,442	$608K
DXCMnew	+6,132	$477K
TSLAadded	+1,066	$430K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
AMZNreduced	-5,991	-$1.31M
VXUSexited	-16,188	-$1.05M
DGreduced	-9,497	-$720K
AAPLreduced	-2,761	-$691K
AXPreduced	-2,215	-$657K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001213900-25-003175, largest first. % of portfolio is the value over $592,775,296, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AAPLAPPLE INC	165,277	$41.4M	6.98%	-2,761	Timeline
GOOGLALPHABET INC	142,358	$26.9M	4.55%	-743	Timeline
MSFTMICROSOFT CORP	59,084	$24.9M	4.2%	+1,442	Timeline
AMZNAMAZON COM INC	98,780	$21.7M	3.66%	-5,991	Timeline
AXPAMERICAN EXPRESS CO	68,653	$20.4M	3.44%	-2,215	Timeline
JPMJPMORGAN CHASE & CO	80,940	$19.4M	3.27%	-2,440	Timeline
XOMEXXON MOBIL CORP	155,625	$16.7M	2.82%	+2,885	Timeline
BLKBLACKROCK INC	15,227	$15.6M	2.63%	-292	Timeline
LOWLOWES COS INC	62,050	$15.3M	2.58%	-1,076	Timeline
ABBVABBVIE INC	84,171	$15M	2.52%	-433	Timeline
DEDEERE & CO	33,929	$14.4M	2.43%	+238	Timeline
AEPAMERICAN ELEC PWR CO INC	145,796	$13.4M	2.27%	+500	Timeline
SCHWCHARLES SCHWAB CORP (THE)	179,530	$13.3M	2.24%	+2,628	Timeline
CMICUMMINS INC	37,303	$13M	2.19%	-1,040	Timeline
HONHONEYWELL INTL INC	56,360	$12.7M	2.15%	+211	Timeline
CSCOCISCO SYS INC	198,095	$11.7M	1.98%	+1,000	Timeline
METMETLIFE INC	142,582	$11.7M	1.97%	-499	Timeline
KVUEKENVUE INC	546,663	$11.7M	1.97%	new	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	19,632	$11.5M	1.94%	+166	Timeline
PRUPRUDENTIAL FINL INC	96,524	$11.4M	1.93%	-1,093	Timeline
UNHUNITEDHEALTH GROUP INC	21,466	$10.9M	1.83%	-3	Timeline
EPDENTERPRISE PRODS PARTNERS L	339,625	$10.7M	1.8%	-3,031	Timeline
LYBLYONDELLBASELL INDUSTRIES NV	138,446	$10.3M	1.73%	+4,117	Timeline
MDTMEDTRONIC PLC	127,948	$10.2M	1.72%	+8,629	Timeline
DGDOLLAR GEN CORP	132,677	$10.1M	1.7%	-9,497	Timeline
MOALTRIA GROUP INC	190,563	$9.96M	1.68%	-1,051	Timeline
LHXL3HARRIS TECHNOLOGIES INC	45,480	$9.56M	1.61%	-141	Timeline
IBMINTERNATIONAL BUSINESS MACHS	41,625	$9.15M	1.54%	-1,121	Timeline
COPCONOCOPHILLIPS	74,654	$7.4M	1.25%	-3,737	Timeline
EFXEQUIFAX INC	28,705	$7.32M	1.23%	0	Timeline
PEPPEPSICO INC	45,513	$6.92M	1.17%	+1,132	Timeline
AFLAFLAC INC	64,390	$6.66M	1.12%	+42	Timeline
VVISA INC	19,900	$6.29M	1.06%	+179	Timeline
CCITIGROUP INC	85,249	$6M	1.01%	+79	Timeline
DEODIAGEO PLC	45,877	$5.83M	0.98%	+1,161	Timeline
TAT&T INC	246,609	$5.62M	0.95%	-5,127	Timeline
DISDISNEY WALT CO	50,259	$5.6M	0.94%	-367	Timeline
EFAISHARES TR	71,862	$5.43M	0.92%	+3,143	Timeline
AMATAPPLIED MATLS INC	28,242	$4.59M	0.77%	+194	Timeline
VBVANGUARD INDEX FDS	17,507	$4.21M	0.71%	-251	Timeline
WMTWALMART INC	45,809	$4.14M	0.7%	+44	Timeline
LLYELI LILLY & CO	5,248	$4.05M	0.68%	+127	Timeline
FLOFLOWERS FOODS INC	194,202	$4.01M	0.68%	-18,228	Timeline
VOVANGUARD INDEX FDS	13,110	$3.46M	0.58%	-605	Timeline
VOOVANGUARD INDEX FDS	6,182	$3.33M	0.56%	-178	Timeline
CVXCHEVRON CORPORATION	19,633	$2.84M	0.48%	+1,532	Timeline
KOCOCA COLA CO	41,382	$2.58M	0.43%	+230	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	5,645	$2.56M	0.43%	0	Timeline
EEMISHARES TR	58,832	$2.46M	0.42%	-76	Timeline
MRKMERCK & CO INC	23,075	$2.3M	0.39%	+170	Timeline
SOSOUTHERN CO	27,340	$2.25M	0.38%	+287	Timeline
DHRDANAHER CORP DEL	8,852	$2.03M	0.34%	-69	Timeline
SWKSTANLEY BLACK & DECKER INC	24,680	$1.98M	0.33%	-1,229	Timeline
BMYBRISTOL-MYERS SQUIBB CO	32,793	$1.85M	0.31%	-3,307	Timeline
QQQINVESCO QQQ TR	3,532	$1.81M	0.3%	+5	Timeline
SBUXSTARBUCKS CORP	18,466	$1.69M	0.28%	-2,576	Timeline
GILDGILEAD SCIENCES INC	16,728	$1.55M	0.26%	-2,205	Timeline
PGPROCTER & GAMBLE CO	8,844	$1.48M	0.25%	+145	Timeline
IWVISHARES TR	4,203	$1.4M	0.24%	0	Timeline
MCDMCDONALDS CORP	4,824	$1.4M	0.24%	-28	Timeline
GSGOLDMAN SACHS GROUP INC	2,433	$1.39M	0.24%	+12	Timeline
NVDANVIDIA CORPORATION	10,242	$1.38M	0.23%	+650	Timeline
TFCTRUIST FINL CORP	29,985	$1.3M	0.22%	-797	Timeline
JNJJOHNSON & JOHNSON	8,283	$1.2M	0.2%	+106	Timeline
VZVERIZON COMMUNICATIONS INC	29,673	$1.19M	0.2%	-2,054	Timeline
ADMARCHER DANIELS MIDLAND CO	22,681	$1.15M	0.19%	-3,293	Timeline
USBUS BANCORP	23,166	$1.11M	0.19%	-4,615	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	7,359	$1.1M	0.18%	-57	Timeline
PMPHILIP MORRIS INTL INC	8,247	$992K	0.17%	+67	Timeline
BNDXVANGUARD CHARLOTTE FDS	19,097	$937K	0.16%	0	Timeline
TSLATESLA INC	2,306	$931K	0.16%	+1,066	Timeline
GPNGLOBAL PMTS INC	8,219	$921K	0.16%	+9	Timeline
HOLXHOLOGIC INC	12,243	$883K	0.15%	-33	Timeline
PLTRPALANTIR TECHNOLOGIES INC	11,500	$870K	0.15%	-6,804	Timeline
DUKDUKE ENERGY CORP NEW	8,011	$863K	0.15%	-35	Timeline
PMLPIMCO MUN INCOME FD II	106,447	$861K	0.15%	+1,779	Timeline
ORCLORACLE CORP	5,041	$840K	0.14%	-264	Timeline
CATCATERPILLAR INC	2,270	$823K	0.14%	-313	Timeline
CAHCARDINAL HEALTH INC	6,844	$809K	0.14%	-47	Timeline
FISVFISERV INC	3,911	$803K	0.14%	-86	Timeline
VMIVALMONT INDS INC	2,599	$797K	0.13%	+5	Timeline
METAMETA PLATFORMS INC	1,326	$777K	0.13%	+99	Timeline
NEENEXTERA ENERGY INC	10,756	$771K	0.13%	-186	Timeline
CLXCLOROX CO DEL	4,512	$733K	0.12%	-47	Timeline
BACBANK OF AMER CORP	16,658	$732K	0.12%	-185	Timeline
PFEPFIZER INC	25,851	$686K	0.12%	+3,256	Timeline
GOOGALPHABET INC	3,484	$664K	0.11%	-673	Timeline
PSXPHILLIPS 66	5,414	$617K	0.1%	+5	Timeline
FTNTFORTINET INC	6,479	$612K	0.1%	-176	Timeline
AVGOBROADCOM INC	2,586	$599K	0.1%	-203	Timeline
SYKSTRYKER CORPORATION	1,621	$584K	0.1%	+86	Timeline
COSTCOSTCO WHOLESALE CORPORATION	634	$581K	0.1%	-24	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	1,012	$576K	0.1%	+1	Timeline
UNPUNION PAC CORP	2,525	$576K	0.1%	+59	Timeline
IWFISHARES TR	1,355	$544K	0.09%	+6	Timeline
ABCBAMERIS BANCORP	8,495	$532K	0.09%	-72	Timeline
IWRISHARES TR	5,998	$530K	0.09%	0	Timeline
IWBISHARES TR	1,624	$523K	0.09%	+5	Timeline
GLDSPDR GOLD TR	2,159	$523K	0.09%	+64	Timeline
HDHOME DEPOT INC	1,324	$515K	0.09%	+10	Timeline
WMWASTE MGMT INC DEL	2,496	$504K	0.08%	-1,829	Timeline
DISCOVER FINANCIAL SERVICESDISCOVER FINANCIAL SERVICES	2,900	$502K	0.08%	0
RTXRTX CORPORATION	4,331	$501K	0.08%	+78	Timeline
OZKBANK OZK LITTLE ROCK ARK	11,088	$494K	0.08%	0	Timeline
IVVISHARES TR	814	$479K	0.08%	0	Timeline
DXCMDEXCOM INC	6,132	$477K	0.08%	new	Timeline
BIVVANGUARD BD INDEX FDS	6,320	$472K	0.08%	-650	Timeline
VUGVANGUARD INDEX FDS	1,093	$449K	0.08%	+196	Timeline
VGTVANGUARD WORLD FD	713	$443K	0.07%	0	Timeline
ADBEADOBE INC	962	$428K	0.07%	+26	Timeline
PFFISHARES TR	13,242	$416K	0.07%	-508	Timeline
KKRKKR & CO INC	2,630	$389K	0.07%	0	Timeline
PIMCO MUN INCOME FD IIIPIMCO MUN INCOME FD III	52,117	$384K	0.06%	+83
MKLMARKEL GROUP INC	222	$383K	0.06%	-50	Timeline
CMCSACOMCAST CORP NEW	9,875	$371K	0.06%	+48	Timeline
BPBP PLC	12,519	$370K	0.06%	-94	Timeline
MPCMARATHON PETE CORP	2,591	$362K	0.06%	+1,009	Timeline
FIRST BANCSHARES INC MISSFIRST BANCSHARES INC MISS	10,035	$351K	0.06%	+10
CLCOLGATE PALMOLIVE CO	3,729	$339K	0.06%	+8	Timeline
ALLALLSTATE CORP	1,740	$336K	0.06%	0	Timeline
IWMISHARES TR	1,467	$324K	0.05%	+2	Timeline
DDOMINION ENERGY INC	5,975	$322K	0.05%	-1,247	Timeline
MSMORGAN STANLEY	2,554	$321K	0.05%	+3	Timeline
BKNGBOOKING HOLDINGS INC	64	$318K	0.05%	+3	Timeline
EIMEATON VANCE MUN BD FD	30,265	$314K	0.05%	+2,706	Timeline
VONVVANGUARD SCOTTSDALE FDS	3,846	$313K	0.05%	-2,360	Timeline
MMM3M CO	2,400	$310K	0.05%	-4	Timeline
TSCOTRACTOR SUPPLY CO	5,723	$304K	0.05%	+4,618	Timeline
QCOMQUALCOMM INC	1,916	$294K	0.05%	+82	Timeline
GPCGENUINE PARTS CO	2,510	$293K	0.05%	-198	Timeline
WFCWELLS FARGO & CO	4,149	$291K	0.05%	-28	Timeline
GISGENERAL MILLS INC	4,459	$284K	0.05%	-52	Timeline
OKEONEOK INC NEW	2,800	$281K	0.05%	0	Timeline
TJXTJX COS INC NEW	2,320	$280K	0.05%	+3	Timeline
IRMIRON MTN INC DEL	2,597	$273K	0.05%	+1	Timeline
GNRCGENERAC HLDGS INC	1,729	$268K	0.05%	-73	Timeline
TGTTARGET CORP	1,937	$262K	0.04%	+201	Timeline
GMGENERAL MTRS CO	4,839	$258K	0.04%	0	Timeline
EMREMERSON ELEC CO	2,068	$256K	0.04%	0	Timeline
INTCINTEL CORP	12,309	$247K	0.04%	-480	Timeline
SNASNAP ON INC	713	$242K	0.04%	new	Timeline
FDXFEDEX CORP	858	$241K	0.04%	+67	Timeline
VHTVANGUARD WORLD FD	910	$231K	0.04%	0	Timeline
XLFSELECT SECTOR SPDR TR	4,394	$212K	0.04%	-48	Timeline
NOCNORTHROP GRUMMAN CORP	452	$212K	0.04%	+46	Timeline
BDXBECTON DICKINSON & CO	909	$206K	0.03%	-284	Timeline
ABTABBOTT LABORATORIES	1,770	$200K	0.03%	-15	Timeline
BDJBLACKROCK ENHANCED EQUITY DI	13,276	$110K	0.02%	+65	Timeline
XJQCXNUVEEN CR STRATEGIES INCOME	14,601	$83.1K	0.01%	0	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
VXUSVANGUARD STAR FDS	16,188	$1.05M	shares
LMTLOCKHEED MARTIN CORP	568	$332K	shares
VFHVANGUARD WORLD FD	2,099	$231K	shares
CARRCARRIER GLOBAL CORPORATION	2,709	$218K	shares
IEIISHARES TR	1,709	$204K	shares
AJGGALLAGHER ARTHUR J & CO	726	$204K	shares
CITHE CIGNA GROUP	578	$200K	shares
FFORD MTR CO	11,251	$119K	shares
DANIMER SCIENTIFIC INCDANIMER SCIENTIFIC INC	107,616	$48.9K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001213900-25-003175	base		2025-01-14	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC