Allen Mooney & Barnes Investment Advisors LLC
Top Portfolio Positions
136 positions ·
$662,732,052 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
133,483 | $33,876,650 | 5.11% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
98,668 | $28,372,970 | 4.28% | |
| XOM |
Exxon Mobil Corp
Energy
|
128,819 | $21,855,431 | 3.30% | |
| AEP |
American Electric Power Co Inc
Utilities
|
153,284 | $20,092,466 | 3.03% | |
| ABBV |
AbbVie Inc.
Healthcare
|
88,049 | $19,149,777 | 2.89% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
503,794 | $19,063,564 | 2.88% | |
| DOW |
Dow Inc.
Basic Materials
|
443,687 | $18,479,563 | 2.79% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
60,313 | $17,741,672 | 2.68% | |
| MSFT |
Microsoft Corp
Technology
|
47,180 | $17,464,620 | 2.64% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
48,226 | $16,645,203 | 2.51% |
Portfolio Trend
17 quarters · across all stocks
Holdings in FLO
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,593,151 | 931,675 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $10,046,483 | 923,390 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $12,210,989 | 935,708 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,098,969 | 193,928 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $3,700,543 | 194,663 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,012,213 | 194,202 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $4,900,760 | 212,430 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,596,998 | 207,072 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $5,265,968 | 221,725 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $5,199,292 | 230,977 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $5,159,799 | 232,633 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $5,233,508 | 210,350 | Shares | Sole | 2024-05-23 | |
| 2023-03-31 | $5,700,430 | 207,969 | Shares | Sole | 2024-05-23 | |
| 2022-12-31 | $6,184,416 | 215,185 | Shares | Sole | 2024-05-23 | |
| 2022-09-30 | $5,358,248 | 217,021 | Shares | Sole | 2024-05-23 | |
| 2022-06-30 | $5,832,590 | 221,603 | Shares | Sole | 2024-05-23 | |
| 2022-03-31 | $5,751,327 | 223,700 | Shares | Sole | 2024-05-23 | |
| No 13F history on record for this holder in this stock. | ||||||