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Allen Mooney & Barnes Investment Advisors Llc

Portfolio Manager
Allen Mooney & Barnes Investment Advisors LLC
Performance
-0.99% (2026 Q1)
AUM (13F)
$695.30M
# of Holdings
159
Performance Rank
Allocation (Top 20)
52.64%

Allen Mooney & Barnes Investment Advisors Llc Holdings Map

Top 50 Allen Mooney & Barnes Investment Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC COM
4.87%133.5K$33.9M
+1.15%(+1.51K)
2025-Q1: 136.2K shares2025-Q2: 137.9K shares2025-Q3: 133.0K shares2025-Q4: 132.0K shares2026-Q1: 133.5K shares
$179.11(+58.66%)
2026-03-31
GOOGL
ALPHABET INC CAP STK CL A
4.08%98.7K$28.4M
+0.38%(+370)
2025-Q1: 141.5K shares2025-Q2: 141.8K shares2025-Q3: 99.1K shares2025-Q4: 98.3K shares2026-Q1: 98.7K shares
$129.62(+199.68%)
2026-03-31
XOM
EXXON MOBIL CORP COM
3.14%128.8K$21.9M
-23.25%(-39.03K)
2025-Q1: 161.2K shares2025-Q2: 163.3K shares2025-Q3: 165.9K shares2025-Q4: 167.8K shares2026-Q1: 128.8K shares
$78.75(+96.67%)
2026-03-31
AEP
AMERICAN ELEC PWR CO INC COM
2.89%153.3K$20.1M
+0.25%(+387)
2025-Q1: 148.3K shares2025-Q2: 148.9K shares2025-Q3: 150.2K shares2025-Q4: 152.9K shares2026-Q1: 153.3K shares
$81.61(+67.93%)
2026-03-31
ABBV
ABBVIE INC COM
2.75%88.0K$19.1M
+1.09%(+953)
2025-Q1: 84.6K shares2025-Q2: 85.5K shares2025-Q3: 86.3K shares2025-Q4: 87.1K shares2026-Q1: 88.0K shares
$151.49(+36.05%)
2026-03-31
EPD
ENTERPRISE PRODS PARTNERS L P COM
2.74%503.8K$19.1M
-2.46%(-12.69K)
2025-Q1: 345.2K shares2025-Q2: 341.6K shares2025-Q3: 495.0K shares2025-Q4: 516.5K shares2026-Q1: 503.8K shares
$26.65(+44.44%)
2026-03-31
DOW
DOW HLDGS INC COM
2.66%443.7K$18.5M
-30.20%(-191.95K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 635.6K shares2026-Q1: 443.7K shares
$23.15(+76.20%)
2026-03-31
JPM
JPMORGAN CHASE & CO COM
2.55%60.3K$17.7M
+1.24%(+737)
2025-Q1: 78.7K shares2025-Q2: 79.5K shares2025-Q3: 59.2K shares2025-Q4: 59.6K shares2026-Q1: 60.3K shares
$149.98(+106.29%)
2026-03-31
MSFT
MICROSOFT CORP COM
2.51%47.2K$17.5M
+1.18%(+551)
2025-Q1: 46.8K shares2025-Q2: 47.3K shares2025-Q3: 46.3K shares2025-Q4: 46.6K shares2026-Q1: 47.2K shares
$406.05(+1.31%)
2026-03-31
LHX
L3HARRIS TECHNOLOGIES INC COM
2.39%48.2K$16.6M
-0.62%(-303)
2025-Q1: 47.2K shares2025-Q2: 47.5K shares2025-Q3: 48.1K shares2025-Q4: 48.5K shares2026-Q1: 48.2K shares
$226.90(+33.38%)
2026-03-31

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