Allen Mooney & Barnes Investment Advisors LLC
155 holdingsFiling period: 2026-06-30Current AUM: $700.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc.com | 119.3K | $34.5M | $41.0M | 5.86% | -14,140 | 2026-06-30 |
| 2 | GOOGL | Alphabet Inc Cap Stk CL A | 62.2K | $22.2M | $19.7M | 2.82% | -36,424 | 2026-06-30 |
| 3 | ABBV | Abbvie Inc.com | 82.0K | $20.6M | $23.5M | 3.36% | -6,063 | 2026-06-30 |
| 4 | UNH | Unitedhealth Group Inc.com | 49.5K | $20.6M | $20.3M | 2.90% | -2,767 | 2026-06-30 |
| 5 | CMI | Cummins Inc.com | 28.0K | $20.0M | $14.6M | 2.09% | -1,502 | 2026-06-30 |
| 6 | AEP | American Elec Pwr Co Inc.com | 142.9K | $19.6M | $18.5M | 2.64% | -10,358 | 2026-06-30 |
| 7 | JPM | JPMorgan Chase & Co.com | 57.7K | $18.9M | $19.3M | 2.75% | -2,633 | 2026-06-30 |
| 8 | ELV | Elevance Health Inc Formerly A.com | 46.4K | $17.9M | $20.0M | 2.86% | -3,218 | 2026-06-30 |
| 9 | SOXX | iShares Semiconductor ETF | 27.3K | $17.5M | $13.5M | 1.92% | -- | 2026-06-30 |
| 10 | EPD | Enterprise Prods Partners L P.com | 458.9K | $16.9M | $17.0M | 2.42% | -44,858 | 2026-06-30 |
| 11 | MSFT | Microsoft Corp.com | 45.2K | $16.9M | $24.1M | 3.43% | -2,002 | 2026-06-30 |
| 12 | AMZN | Amazon.com Inc.com | 70.4K | $16.8M | $17.5M | 2.50% | -3,800 | 2026-06-30 |
| 13 | AXP | American Express Co.com | 49.3K | $16.7M | $15.5M | 2.22% | -2,040 | 2026-06-30 |
| 14 | MRK | Merck & Co Inc.com | 126.7K | $16.3M | $17.8M | 2.54% | -3,350 | 2026-06-30 |
| 15 | SPY | State Street Spdr S&P 500 ETF | 21.8K | $16.3M | $16.7M | 2.38% | +16 | 2026-06-30 |
| 16 | BDX | Becton Dickinson & Co.com | 106.2K | $16.1M | $20.9M | 2.98% | -- | 2026-06-30 |
| 17 | — | Accenture PLC Ireland Shs Class A | 112.2K | $14.0M | $14.0M | 1.99% | -- | 2026-06-30 |
| 18 | WY | Weyerhaeuser Co.com New | 575.9K | $13.8M | $11.3M | 1.61% | -19,934 | 2026-06-30 |
| 19 | LOW | Lowes Cos Inc.com | 61.8K | $13.6M | $12.3M | 1.75% | -4,362 | 2026-06-30 |
| 20 | SCHW | Schwab Charles Corp.com | 145.5K | $13.4M | $13.1M | 1.86% | -5,307 | 2026-06-30 |
| 21 | LHX | L3Harris Technologies Inc.com | 45.8K | $13.3M | $11.9M | 1.70% | -2,446 | 2026-06-30 |
| 22 | MO | Altria Group Inc.com | 179.3K | $12.9M | $13.2M | 1.88% | -25,786 | 2026-06-30 |
| 23 | META | Meta Platforms Inc CL A | 22.4K | $12.6M | $14.1M | 2.02% | -1,249 | 2026-06-30 |
| 24 | XOM | Exxonmobil Holdings Corp.com Shs | 85.5K | $11.7M | $15.8M | 2.25% | -- | 2026-06-30 |
| 25 | XOM | Exxonmobil Holdings Corp.com Shs | 85.5K | $11.7M | $15.8M | 2.25% | -- | 2026-06-30 |
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