ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC

PrivateCIK: 2001461
Location

THOMASVILLE, GA

152
Positions
$657.55M
Total AUM (reported)
5.72M
Total Shares

Allocation by class

TOTAL AUM$657.55M152 positions
STOCK$569.78M86.7%
ETF$72.89M11.1%
REIT$14.07M2.1%
ADR$644.7K0.1%
CEF$166.7K0.0%

Portfolio Concentration

Top 311.8%4–1020.0%11–2532.8%Rest35.4%TOP 1031.7%0%100%
Top 3$77.41M11.8%
4–10$131.33M20.0%
11–25$215.93M32.8%
Rest$232.89M35.4%

Top 3 weight

11.8%

Top 10 weight

31.7%

Voting Authority Distribution

Total shares with voting rights: 5.72M

Sole

Full voting authority

5.72M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole152
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings152
Rows:

APPLE INC COM

SOLE
Stock
Shares119.34K
TypeSH
Market value$34.53M
5.25%
Sole
119.34K
Shared
0.00
None
0.00

ALPHABET INC CAP STK CL A

SOLE
Stock
Shares62.24K
TypeSH
Market value$22.24M
3.38%
Sole
62.24K
Shared
0.00
None
0.00

ABBVIE INC COM

SOLE
Stock
Shares81.99K
TypeSH
Market value$20.63M
3.14%
Sole
81.99K
Shared
0.00
None
0.00

UNITEDHEALTH GROUP INC COM

SOLE
Stock
Shares49.47K
TypeSH
Market value$20.56M
3.13%
Sole
49.47K
Shared
0.00
None
0.00

CUMMINS INC COM

SOLE
Stock
Shares28.04K
TypeSH
Market value$20.00M
3.04%
Sole
28.04K
Shared
0.00
None
0.00

AMERICAN ELEC PWR CO INC COM

SOLE
Stock
Shares142.93K
TypeSH
Market value$19.55M
2.97%
Sole
142.93K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO COM

SOLE
Stock
Shares57.68K
TypeSH
Market value$18.88M
2.87%
Sole
57.68K
Shared
0.00
None
0.00

ELEVANCE HEALTH INC FORMERLY A COM

SOLE
Stock
Shares46.40K
TypeSH
Market value$17.94M
2.73%
Sole
46.40K
Shared
0.00
None
0.00

ISHARES SEMICONDUCTOR ETF

SOLE
ETF
Shares27.35K
TypeSH
Market value$17.52M
2.67%
Sole
27.35K
Shared
0.00
None
0.00

ENTERPRISE PRODS PARTNERS L P COM

SOLE
Stock
Shares458.94K
TypeSH
Market value$16.87M
2.57%
Sole
458.94K
Shared
0.00
None
0.00

MICROSOFT CORP COM

SOLE
Stock
Shares45.18K
TypeSH
Market value$16.85M
2.56%
Sole
45.18K
Shared
0.00
None
0.00

AMAZON COM INC COM

SOLE
Stock
Shares70.43K
TypeSH
Market value$16.79M
2.55%
Sole
70.43K
Shared
0.00
None
0.00

AMERICAN EXPRESS CO COM

SOLE
Stock
Shares49.33K
TypeSH
Market value$16.68M
2.54%
Sole
49.33K
Shared
0.00
None
0.00

MERCK & CO INC COM

SOLE
Stock
Shares126.73K
TypeSH
Market value$16.28M
2.48%
Sole
126.73K
Shared
0.00
None
0.00

STATE STREET SPDR S&P 500 ETF

SOLE
ETF
Shares21.78K
TypeSH
Market value$16.26M
2.47%
Sole
21.78K
Shared
0.00
None
0.00

BECTON DICKINSON & CO COM

SOLE
Stock
Shares106.24K
TypeSH
Market value$16.08M
2.45%
Sole
106.24K
Shared
0.00
None
0.00

ACCENTURE PLC IRELAND SHS CLASS A

SOLE
Stock
Shares112.25K
TypeSH
Market value$13.97M
2.12%
Sole
112.25K
Shared
0.00
None
0.00

WEYERHAEUSER CO COM NEW

SOLE
REIT
Shares575.91K
TypeSH
Market value$13.79M
2.10%
Sole
575.91K
Shared
0.00
None
0.00

LOWES COS INC COM

SOLE
Stock
Shares61.81K
TypeSH
Market value$13.63M
2.07%
Sole
61.81K
Shared
0.00
None
0.00

SCHWAB CHARLES CORP COM

SOLE
Stock
Shares145.48K
TypeSH
Market value$13.42M
2.04%
Sole
145.48K
Shared
0.00
None
0.00

L3HARRIS TECHNOLOGIES INC COM

SOLE
Stock
Shares45.78K
TypeSH
Market value$13.30M
2.02%
Sole
45.78K
Shared
0.00
None
0.00

ALTRIA GROUP INC COM

SOLE
Stock
Shares179.27K
TypeSH
Market value$12.90M
1.96%
Sole
179.27K
Shared
0.00
None
0.00

META PLATFORMS INC CL A

SOLE
Stock
Shares22.40K
TypeSH
Market value$12.62M
1.92%
Sole
22.40K
Shared
0.00
None
0.00

EXXONMOBIL HOLDINGS CORP COM SHS

SOLE
Stock
Shares85.47K
TypeSH
Market value$11.68M
1.78%
Sole
85.47K
Shared
0.00
None
0.00

CITIGROUP INC COM NEW

SOLE
Stock
Shares83.36K
TypeSH
Market value$11.67M
1.77%
Sole
83.36K
Shared
0.00
None
0.00
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