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| Happy Holidays!! thanks for using AUM13F!! |
| Allen Mooney & Barnes Investment Advisors LLC
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| CRD # | 113106 |
| SEC # | 801-60350 |
| CIK # | 0002001461 |
| AUM | $1.0 B (2025-04-23) |
| Employees | 22 (50% Investors, 77% Brokers) |
| Phone | 866-277-1500 |
| Address | 135 South Madison Street Thomasville, GA 31792 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002001461 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 28.5 | ||
| Apple Inc | 28.3 | ||
| Alphabet Inc | 25.0 | ||
| Microsoft Corp | 23.5 | ||
| J P Morgan Chase & Co | 23.0 | ||
| American Express Co | 21.2 | ||
| Exxon Mobil Corp | 17.6 | ||
| Schwab Charles Corp | 16.6 | ||
| Carlyle Group LP | 16.2 | ||
| AbbVie Inc | 15.9 | ||
| Amazon Com Inc | 15.8 | ||
| American Electric Power Co Inc | 15.4 | ||
| LyondellBasell Industries NV | 14.5 | ||
| Lowes Companies Inc | 14.4 | ||
| Cisco Systems Inc | 13.9 | ||
| Honeywell International Inc | 13.8 | ||
| UnitedHealth Group Inc | 12.8 | ||
| Cummins Inc | 12.6 | ||
| Centene Corp | 12.2 | ||
| Harris Corp /DE/ | 11.9 | ||
| International Business Machines Corp | 11.9 | ||
| Kenvue Inc | 11.9 | ||
| Medtronic Holdings Ltd | 11.8 | ||
| Altria Group Inc | 11.1 | ||
| Prudential Financial Inc | 10.6 | ||
| Enterprise Products Partners L P | 10.6 | ||
| Equifax Inc | 7.4 | ||
| EOG Resources Inc | 7.4 | ||
| Citigroup Inc | 7.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 713 | 335.9 |
| (b) Individuals (high net worth individuals) | 119 | 159.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 35 | 79.8 |
| (h) Charitable organizations | 23 | 88.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 10.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 111.9 |
| (n) Other | 75 | 224.6 |
| Total | 985 | 1,010.7 |
| By Discretionary | ||
| Discretionary | 985 | 1,010.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 985 | 1,010.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,010.7 | |
| Total | 985 | 1,010.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002001461] |
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|---|---|---|
|
Dinuzzo Private Wealth Inc
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PA | 1.0 |
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Montis Financial LLC
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MA | 1.0 |
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AA Financial Advisors LLC
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OH | 1.0 |
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Cleveland Wealth LLC
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OH | 1.0 |
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Covenant Partners LLC
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TN | 1.0 |
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NPA Asset Management LLC
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NJ | 1.0 |
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Fitzroy Investment Advisors LLC
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FL | 1.0 |
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Baxter Brothers Inc
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CT | 1.0 |
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Strategic Benefit Consultants Inc
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IN | 1.0 |
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Aspire Capital Advisors LLC
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WA | 1.0 |