Allen Mooney & Barnes Investment Advisors LLC
161 holdingsFiling period: 2026-03-31Current AUM: $782.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 133.5K | $33.9M | $41.2M | 5.27% | +1.5K | 2026-03-31 |
| 2 | GOOGL | ALPHABET INC CAP STK CL A | 98.7K | $28.4M | $35.1M | 4.49% | +370 | 2026-03-31 |
| 3 | XOM | EXXON MOBIL CORP COM | 128.8K | $21.9M | $20.0M | 2.56% | -39,029 | 2026-03-31 |
| 4 | XOM | EXXON MOBIL CORP COM | 128.8K | $21.9M | $20.0M | 2.56% | -39,029 | 2026-03-31 |
| 5 | AEP | AMERICAN ELEC PWR CO INC COM | 153.3K | $20.1M | $19.6M | 2.51% | +387 | 2026-03-31 |
| 6 | ABBV | ABBVIE INC COM | 88.0K | $19.1M | $22.1M | 2.83% | +953 | 2026-03-31 |
| 7 | EPD | ENTERPRISE PRODS PARTNERS L P COM | 503.8K | $19.1M | $19.2M | 2.45% | -12,692 | 2026-03-31 |
| 8 | DOW | DOW HLDGS INC COM | 443.7K | $18.5M | $13.4M | 1.72% | -191,950 | 2026-03-31 |
| 9 | JPM | JPMORGAN CHASE & CO COM | 60.3K | $17.7M | $21.2M | 2.71% | +737 | 2026-03-31 |
| 10 | MSFT | MICROSOFT CORP COM | 47.2K | $17.5M | $21.9M | 2.80% | +551 | 2026-03-31 |
| 11 | LHX | L3HARRIS TECHNOLOGIES INC COM | 48.2K | $16.6M | $13.4M | 1.71% | -303 | 2026-03-31 |
| 12 | CSCO | CISCO SYS INC COM | 206.5K | $16.0M | $23.9M | 3.06% | +4.4K | 2026-03-31 |
| 13 | EOG | EOG RES INC COM | 110.8K | $16.0M | $16.5M | 2.11% | +6.2K | 2026-03-31 |
| 14 | CMI | CUMMINS INC COM | 29.5K | $15.9M | $18.7M | 2.40% | -9,589 | 2026-03-31 |
| 15 | MRK | MERCK & CO INC COM | 130.1K | $15.6M | $16.9M | 2.17% | +105.1K | 2026-03-31 |
| 16 | LOW | LOWES COS INC COM | 66.2K | $15.6M | $13.8M | 1.76% | +482 | 2026-03-31 |
| 17 | AXP | AMERICAN EXPRESS CO COM | 51.4K | $15.5M | $17.3M | 2.21% | +954 | 2026-03-31 |
| 18 | AMZN | AMAZON COM INC COM | 74.2K | $15.5M | $20.2M | 2.58% | +1.7K | 2026-03-31 |
| 19 | WY | WEYERHAEUSER CO COM NEW | 595.8K | $14.6M | $14.9M | 1.91% | +579.6K | 2026-03-31 |
| 20 | ELV | ELEVANCE HEALTH INC FORMERLY A COM | 49.6K | $14.5M | $18.6M | 2.38% | +1.4K | 2026-03-31 |
| 21 | SCHW | SCHWAB CHARLES CORP COM | 150.8K | $14.2M | $15.9M | 2.03% | +2.7K | 2026-03-31 |
| 22 | SPY | STATE STREET SPDR S&P 500 ETF | 21.8K | $14.2M | $16.3M | 2.08% | +368 | 2026-03-31 |
| 23 | UNH | UNITEDHEALTH GROUP INC COM | 52.2K | $14.1M | $21.6M | 2.77% | +2.3K | 2026-03-31 |
| 24 | ADBE | ADOBE INC COM | 58.0K | $14.1M | $14.5M | 1.86% | +19.6K | 2026-03-31 |
| 25 | HON | HONEYWELL INTL INC COM | 61.0K | $13.8M | $7.4M | 0.95% | +274 | 2026-03-31 |
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