ALLEN MOONEY BARNES INVESTMENT ADVISORS LLC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| AAPL | APPLE | 136,231 | -29,046 | -17.57% | $169.68 | 4.92% | 0.00% | 30,260,886 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 141,460 | -898 | -0.63% | $124.65 | 3.56% | 0.00% | 21,875,388 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 78,721 | -2,219 | -2.74% | $145.82 | 3.14% | 0.00% | 19,310,288 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 161,230 | +5,605 | +3.60% | $82.12 | 3.12% | 0.00% | 19,175,124 | 2025-03-31 | ||||||
| AXP | AMERICAN EXPRESS | 67,050 | -1,603 | -2.33% | $176.96 | 2.93% | 0.01% | 18,039,845 | 2025-03-31 | ||||||
| ABBV | ABBVIE | 84,582 | +411 | +0.49% | $144.53 | 2.88% | 0.00% | 17,721,588 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 46,788 | -12,296 | -20.81% | $394.03 | 2.86% | 0.00% | 17,563,744 | 2025-03-31 | ||||||
| AEP | AMERICAN ELECTRIC POWER CO | 148,250 | +2,454 | +1.68% | $82.22 | 2.63% | 0.03% | 16,199,239 | 2025-03-31 | ||||||
| DE | DEERE & | 34,361 | +432 | +1.27% | $389.97 | 2.62% | 0.01% | 16,127,350 | 2025-03-31 | ||||||
| LOW | LOWES COMPANIES | 63,873 | +1,823 | +2.94% | $224.62 | 2.42% | 0.01% | 14,897,103 | 2025-03-31 | ||||||
| BLK | BLACKROCK | 15,626 | +399 | +2.62% | $762.59 | 2.40% | 0.01% | 14,789,321 | 2025-03-31 | ||||||
| SCHW | SCHWAB CHARLES | 183,489 | +3,959 | +2.21% | $55.07 | 2.34% | 0.01% | 14,363,489 | 2025-03-31 | ||||||
| KVUE | KENVUE | 564,498 | +17,835 | +3.26% | $22.73 | 2.20% | 0.03% | 13,536,667 | 2025-03-31 | ||||||
| CNC | CENTENE | 222,337 | +222,337 | Open | $60.22 | 2.19% | 0.04% | 13,498,079 | 2025-03-31 | ||||||
| AMZN | AMAZON | 70,731 | -28,049 | -28.40% | $114.89 | 2.19% | 0.00% | 13,457,280 | 2025-03-31 | ||||||
| CG | CARLYLE GROUP | 306,361 | +306,361 | Open | $48.69 | 2.17% | 0.08% | 13,354,276 | 2025-03-31 | ||||||
| HON | HONEYWELL INTERNATIONAL | 58,823 | +2,463 | +4.37% | $196.22 | 2.03% | 0.01% | 12,455,729 | 2025-03-31 | ||||||
| CSCO | CISCO SYSTEMS | 199,816 | +1,721 | +0.87% | $54.78 | 2.01% | 0.01% | 12,330,616 | 2025-03-31 | ||||||
| DG | DOLLAR GENERAL | 138,375 | +5,698 | +4.29% | $97.35 | 1.98% | 0.06% | 12,167,316 | 2025-03-31 | ||||||
| MDT | MEDTRONIC | 134,308 | +6,360 | +4.97% | $77.80 | 1.96% | 0.01% | 12,068,922 | 2025-03-31 | ||||||
| UNH | UNITEDHEALTH GROUP | 22,911 | +1,445 | +6.73% | $485.14 | 1.95% | 0.00% | 11,999,680 | 2025-03-31 | ||||||
| CMI | CUMMINS | 37,788 | +485 | +1.30% | $218.23 | 1.93% | 0.03% | 11,844,265 | 2025-03-31 | ||||||
| MET | METLIFE | 146,959 | +4,377 | +3.07% | $67.12 | 1.92% | 0.02% | 11,799,374 | 2025-03-31 | ||||||
| EPD | ENTERPRISE PRODUCTS PARTNERS LP | 345,249 | +5,624 | +1.66% | $20.44 | 1.92% | 0.02% | 11,786,797 | 2025-03-31 | ||||||
| META | META | 20,433 | +19,107 | +1,440.95% | $621.94 | 1.92% | 0.00% | 11,776,609 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 20,487 | +855 | +4.36% | $446.87 | 1.86% | 0.00% | 11,460,166 | 2025-03-31 | ||||||
| MO | ALTRIA | 190,366 | -197 | -0.10% | $50.01 | 1.86% | 0.01% | 11,425,747 | 2025-03-31 | ||||||
| PRU | PRUDENTIAL FINANCIAL | 98,819 | +2,295 | +2.38% | $111.45 | 1.79% | 0.03% | 11,036,115 | 2025-03-31 | ||||||
| LYB | LYONDELLBASELL INDUSTRIES NV | 147,712 | +9,266 | +6.69% | $85.54 | 1.69% | 0.05% | 10,398,892 | 2025-03-31 | ||||||
| IBM | IBM | 40,489 | -1,136 | -2.73% | $131.49 | 1.64% | 0.00% | 10,067,986 | 2025-03-31 | ||||||
| LHX | L3HARRIS TECHNOLOGIES | 47,228 | +1,748 | +3.84% | $227.48 | 1.61% | 0.03% | 9,885,207 | 2025-03-31 | ||||||
| COP | CONOCOPHILLIPS | 79,364 | +4,710 | +6.31% | $107.87 | 1.36% | 0.01% | 8,334,858 | 2025-03-31 | ||||||
| AFL | AFLAC | 65,541 | +1,151 | +1.79% | $66.64 | 1.19% | 0.01% | 7,287,531 | 2025-03-31 | ||||||
| PEP | PEPSICO | 48,299 | +2,786 | +6.12% | $168.56 | 1.18% | 0.00% | 7,241,882 | 2025-03-31 | ||||||
| EFX | EQUIFAX | 28,705 | 0 | 0.00% | $233.64 | 1.14% | 0.02% | 6,991,390 | 2025-03-31 | ||||||
| T | AT&T | 239,415 | -7,194 | -2.92% | $15.61 | 1.10% | 0.00% | 6,770,661 | 2025-03-31 | ||||||
| V | VISA | 18,807 | -1,093 | -5.49% | $220.84 | 1.07% | 0.00% | 6,591,132 | 2025-03-31 | ||||||
| C | CITIGROUP | 84,756 | -493 | -0.58% | $59.81 | 0.98% | 0.00% | 6,016,845 | 2025-03-31 | ||||||
| EFA | ISHARES MSCI EAFE ETF | 71,862 | 0 | 0.00% | $74.73 | 0.96% | 0.01% | 5,873,278 | 2025-03-31 | ||||||
| DIS | WALT DISNEY | 50,743 | +484 | +0.96% | $138.34 | 0.81% | 0.00% | 5,008,374 | 2025-03-31 | ||||||
| LLY | ELI LILLY | 5,336 | +88 | +1.68% | $303.79 | 0.72% | 0.00% | 4,407,268 | 2025-03-31 | ||||||
| AMAT | APPLIED MATERIALS | 28,729 | +487 | +1.72% | $138.83 | 0.68% | 0.00% | 4,169,174 | 2025-03-31 | ||||||
| WMT | WALMART | 46,207 | +398 | +0.87% | $48.16 | 0.66% | 0.00% | 4,056,544 | 2025-03-31 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 7,757 | +1,575 | +25.48% | $434.09 | 0.65% | 0.00% | 3,986,508 | 2025-03-31 | ||||||
| VB | VANGUARD SMALL-CAP INDEX FUND | 17,507 | 0 | 0.00% | $209.22 | 0.63% | 0.01% | 3,882,204 | 2025-03-31 | ||||||
| FLO | FLOWERS FOODS | 194,663 | +461 | +0.24% | $26.80 | 0.60% | 0.09% | 3,700,541 | 2025-03-31 | ||||||
| VO | VANGUARD MID-CAP INDEX FUND | 13,167 | +57 | +0.43% | $233.80 | 0.55% | 0.00% | 3,405,122 | 2025-03-31 | ||||||
| CVX | CHEVRON | 19,465 | -168 | -0.86% | $148.32 | 0.53% | 0.00% | 3,256,328 | 2025-03-31 | ||||||
| KO | COCA COLA | 41,197 | -185 | -0.45% | $60.54 | 0.48% | 0.00% | 2,950,508 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 5,486 | -159 | -2.82% | $0.00 | 0.48% | 0.00% | 2,921,734 | 2025-03-31 | ||||||