ALLEN MOONEY BARNES INVESTMENT ADVISORS LLC

Stock Holdings
Option Holdings
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Open
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Reduced
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%
Created with Highcharts 10.1.0
$169.684.92%0.00%30,260,8862025-03-31
GOOGL
ALPHABET
141,460-898-0.63%
Created with Highcharts 10.1.0
$124.653.56%0.00%21,875,3882025-03-31
JPM
JPMORGAN CHASE
78,721-2,219-2.74%
Created with Highcharts 10.1.0
$145.823.14%0.00%19,310,2882025-03-31
XOM
EXXON MOBIL
161,230+5,605+3.60%
Created with Highcharts 10.1.0
$82.123.12%0.00%19,175,1242025-03-31
AXP
AMERICAN EXPRESS
67,050-1,603-2.33%
Created with Highcharts 10.1.0
$176.962.93%0.01%18,039,8452025-03-31
ABBV
ABBVIE
84,582+411+0.49%
Created with Highcharts 10.1.0
$144.532.88%0.00%17,721,5882025-03-31
MSFT
MICROSOFT
46,788-12,296-20.81%
Created with Highcharts 10.1.0
$394.032.86%0.00%17,563,7442025-03-31
AEP
AMERICAN ELECTRIC POWER CO
148,250+2,454+1.68%
Created with Highcharts 10.1.0
$82.222.63%0.03%16,199,2392025-03-31
DE
DEERE &
34,361+432+1.27%
Created with Highcharts 10.1.0
$389.972.62%0.01%16,127,3502025-03-31
LOW
LOWES COMPANIES
63,873+1,823+2.94%
Created with Highcharts 10.1.0
$224.622.42%0.01%14,897,1032025-03-31
BLK
BLACKROCK
15,626+399+2.62%
Created with Highcharts 10.1.0
$762.592.40%0.01%14,789,3212025-03-31
SCHW
SCHWAB CHARLES
183,489+3,959+2.21%
Created with Highcharts 10.1.0
$55.072.34%0.01%14,363,4892025-03-31
KVUE
KENVUE
564,498+17,835+3.26%
Created with Highcharts 10.1.0
$22.732.20%0.03%13,536,6672025-03-31
CNC
CENTENE
222,337+222,337
Open
Created with Highcharts 10.1.0
$60.222.19%0.04%13,498,0792025-03-31
AMZN
AMAZON
70,731-28,049-28.40%
Created with Highcharts 10.1.0
$114.892.19%0.00%13,457,2802025-03-31
CG
CARLYLE GROUP
306,361+306,361
Open
Created with Highcharts 10.1.0
$48.692.17%0.08%13,354,2762025-03-31
HON
HONEYWELL INTERNATIONAL
58,823+2,463+4.37%
Created with Highcharts 10.1.0
$196.222.03%0.01%12,455,7292025-03-31
CSCO
CISCO SYSTEMS
199,816+1,721+0.87%
Created with Highcharts 10.1.0
$54.782.01%0.01%12,330,6162025-03-31
DG
DOLLAR GENERAL
138,375+5,698+4.29%
Created with Highcharts 10.1.0
$97.351.98%0.06%12,167,3162025-03-31
MDT
MEDTRONIC
134,308+6,360+4.97%
Created with Highcharts 10.1.0
$77.801.96%0.01%12,068,9222025-03-31
UNH
UNITEDHEALTH GROUP
22,911+1,445+6.73%
Created with Highcharts 10.1.0
$485.141.95%0.00%11,999,6802025-03-31
CMI
CUMMINS
37,788+485+1.30%
Created with Highcharts 10.1.0
$218.231.93%0.03%11,844,2652025-03-31
MET
METLIFE
146,959+4,377+3.07%
Created with Highcharts 10.1.0
$67.121.92%0.02%11,799,3742025-03-31
EPD
ENTERPRISE PRODUCTS PARTNERS LP
345,249+5,624+1.66%
Created with Highcharts 10.1.0
$20.441.92%0.02%11,786,7972025-03-31
META
META
20,433+19,107+1,440.95%
Created with Highcharts 10.1.0
$621.941.92%0.00%11,776,6092025-03-31
SPY
SPDR S&P 500 ETF
20,487+855+4.36%
Created with Highcharts 10.1.0
$446.871.86%0.00%11,460,1662025-03-31
MO
ALTRIA
190,366-197-0.10%
Created with Highcharts 10.1.0
$50.011.86%0.01%11,425,7472025-03-31
PRU
PRUDENTIAL FINANCIAL
98,819+2,295+2.38%
Created with Highcharts 10.1.0
$111.451.79%0.03%11,036,1152025-03-31
LYB
LYONDELLBASELL INDUSTRIES NV
147,712+9,266+6.69%
Created with Highcharts 10.1.0
$85.541.69%0.05%10,398,8922025-03-31
IBM
IBM
40,489-1,136-2.73%
Created with Highcharts 10.1.0
$131.491.64%0.00%10,067,9862025-03-31
LHX
L3HARRIS TECHNOLOGIES
47,228+1,748+3.84%
Created with Highcharts 10.1.0
$227.481.61%0.03%9,885,2072025-03-31
COP
CONOCOPHILLIPS
79,364+4,710+6.31%
Created with Highcharts 10.1.0
$107.871.36%0.01%8,334,8582025-03-31
AFL
AFLAC
65,541+1,151+1.79%
Created with Highcharts 10.1.0
$66.641.19%0.01%7,287,5312025-03-31
PEP
PEPSICO
48,299+2,786+6.12%
Created with Highcharts 10.1.0
$168.561.18%0.00%7,241,8822025-03-31
EFX
EQUIFAX
28,70500.00%
Created with Highcharts 10.1.0
$233.641.14%0.02%6,991,3902025-03-31
T
AT&T
239,415-7,194-2.92%
Created with Highcharts 10.1.0
$15.611.10%0.00%6,770,6612025-03-31
V
VISA
18,807-1,093-5.49%
Created with Highcharts 10.1.0
$220.841.07%0.00%6,591,1322025-03-31
C
CITIGROUP
84,756-493-0.58%
Created with Highcharts 10.1.0
$59.810.98%0.00%6,016,8452025-03-31
EFA
ISHARES MSCI EAFE ETF
71,86200.00%
Created with Highcharts 10.1.0
$74.730.96%0.01%5,873,2782025-03-31
DIS
WALT DISNEY
50,743+484+0.96%
Created with Highcharts 10.1.0
$138.340.81%0.00%5,008,3742025-03-31
LLY
ELI LILLY
5,336+88+1.68%
Created with Highcharts 10.1.0
$303.790.72%0.00%4,407,2682025-03-31
AMAT
APPLIED MATERIALS
28,729+487+1.72%
Created with Highcharts 10.1.0
$138.830.68%0.00%4,169,1742025-03-31
WMT
WALMART
46,207+398+0.87%
Created with Highcharts 10.1.0
$48.160.66%0.00%4,056,5442025-03-31
VOO
VANGUARD 500 INDEX FUND
7,757+1,575+25.48%
Created with Highcharts 10.1.0
$434.090.65%0.00%3,986,5082025-03-31
VB
VANGUARD SMALL-CAP INDEX FUND
17,50700.00%
Created with Highcharts 10.1.0
$209.220.63%0.01%3,882,2042025-03-31
FLO
FLOWERS FOODS
194,663+461+0.24%
Created with Highcharts 10.1.0
$26.800.60%0.09%3,700,5412025-03-31
VO
VANGUARD MID-CAP INDEX FUND
13,167+57+0.43%
Created with Highcharts 10.1.0
$233.800.55%0.00%3,405,1222025-03-31
CVX
CHEVRON
19,465-168-0.86%
Created with Highcharts 10.1.0
$148.320.53%0.00%3,256,3282025-03-31
KO
COCA COLA
41,197-185-0.45%
Created with Highcharts 10.1.0
$60.540.48%0.00%2,950,5082025-03-31
BRK.B
BERKSHIRE HATHAWAY
5,486-159-2.82%
Created with Highcharts 10.1.0
$0.000.48%0.00%2,921,7342025-03-31