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 PML
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $788,975 | 104,224 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,210,034 | 160,482 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $814,927 | 103,025 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $823,269 | 110,506 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $876,517 | 108,212 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $861,156 | 106,447 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $982,832 | 104,668 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $886,079 | 103,878 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $881,747 | 103,735 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $851,546 | 102,596 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $777,343 | 101,085 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $937,664 | 103,724 | Shares | Sole | 2024-05-23 | |
| 2023-03-31 | $968,118 | 103,101 | Shares | Sole | 2024-05-23 | |
| 2022-12-31 | $927,693 | 102,621 | Shares | Sole | 2024-05-23 | |
| 2022-09-30 | $1,046,413 | 109,802 | Shares | Sole | 2024-05-23 | |
| 2022-06-30 | $1,155,527 | 107,591 | Shares | Sole | 2024-05-23 | |
| 2022-03-31 | $1,222,956 | 106,344 | Shares | Sole | 2024-05-23 | |
| No 13F history on record for this holder in this stock. | ||||||