Allen Mooney & Barnes Investment Advisors LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The report lists a total of 158 individual securities held by the firm.
The portfolio is diversified across various sectors, with significant positions in technology, healthcare, and consumer goods. Apple Inc. is the largest holding, with 117,671 shares. Microsoft Corporation follows with 44,771 shares, while Alphabet Inc. Class A and Class C shares are held in amounts of 62,686 and 2,624 shares, respectively.
Healthcare companies also feature prominently in the filing. AbbVie Inc. is held in 81,406 shares, while Merck & Co. Inc. and Eli Lilly & Co. are held in 125,784 and 4,730 shares, respectively. UnitedHealth Group Inc. and Johnson & Johnson round out the top healthcare positions with 49,862 and 7,369 shares.
The filing also details substantial positions in financial services, including JPMorgan Chase & Co. (57,959 shares), Bank of America Corp. (14,051 shares), and Wells Fargo & Co. (2,535 shares). Additionally, the firm holds significant stakes in exchange-traded funds, such as the SPDR S&P 500 ETF Trust (21,793 shares) and the Invesco QQQ Trust Series I (3,527 shares).
