Allegiance Financial Group Advisory Services LLC Sells in Q3 2025

Allegiance Financial Group Advisory Services LLC

  • $435 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.93K
- 12.74%
$567.77 - $614.76 $1.1M - $1.19M
13.2K $8.12B
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.21K
- 50.44%
$108.97 - $121.65 $241K - $269K
2.17K $262M
VEU
Vanguard Ftse All World Ex Us

ETFs
-7.16K
- 8.57%
$66.38 - $71.68 $475K - $513K
76.3K $5.45B
SNOW
Snowflake Inc.

Technology
-660
- 20.64%
$191.73 - $241.0 $127K - $159K
2.54K $572M
DUK
Duke Energy Corp

Utilities
-1.33K
- 33.38%
$116.31 - $125.93 $154K - $167K
2.65K $328M
FSK
Fs Kkr Capital Corp

Financial Services
-3.72K
- 26.27%
$14.93 - $22.48 $55.6K - $83.6K
10.4K $157M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-2.92K
- 39.82%
$54.35 - $59.32 $159K - $173K
4.42K $261M
PANW
Palo Alto Networks Inc

Technology
-520
- 32.24%
$167.06 - $208.19 $86.9K - $108K
1.09K $223M
VO
Vanguard Mid Cap ETF

ETFs
-655
- 10.25%
$279.83 - $293.74 $183K - $192K
5.74K $1.69B
FSCO
Fs Cr Opportunities Corp Com
-9.77K
- 16.12%
N/A
50.8K $351M
SAIC
Science Applications International Corp

Technology
-360
- 9.46%
$97.2 - $120.6 $35K - $43.4K
3.44K $342M
V
Visa Inc.

Financial Services
-123
- 4.65%
$332.09 - $358.86 $40.8K - $44.1K
2.52K $861M
EFV
Msci Eafe Value ETF

ETFs
-1.53K
- 19.42%
$62.79 - $68.42 $95.9K - $104K
6.34K $430M
EXEL
Exelixis, Inc.

Healthcare
-1.05K
- 12.93%
$36.22 - $46.25 $37.8K - $48.3K
7.04K $291M
VONG
Vanguard Russell 1000 Growth E

ETFs
-2.75K
- 11.64%
$108.08 - $121.73 $297K - $334K
20.8K $2.51B
XOM
Exxon Mobil Corp

Energy
-925
- 11.12%
$105.83 - $117.22 $97.9K - $108K
7.4K $834M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-427
- 24.71%
$182.33 - $194.5 $77.9K - $83.1K
1.3K $253M
RGLD
Royal Gold Inc

Basic Materials
-458
- 30.72%
$151.42 - $200.58 $69.4K - $91.9K
1.03K $207M
UA
Under Armour Inc Cl C

Consumer Cyclical
-249
- 0.83%
$4.66 - $6.93 $1.16K - $1.73K
29.8K $144M
BNDX
Vanguard Total International B

ETFs
-973
- 5.59%
$49.0 - $49.51 $47.7K - $48.2K
16.4K $813M
PDEC
Innovator U.S. Equity Power Bu
-1.54K
- 14.7%
N/A
8.94K $375M
Innovator Etfs Trust
-1.83K
- 11.2%
N/A
14.5K $383M
ADSK
Autodesk, Inc.

Technology
-153
- 11.27%
N/A
1.2K $382M
Siriusxm Holdings Inc
-1.63K
- 10.5%
N/A
13.9K $322M
AVGO
Broadcom Inc.

Technology
-266
- 23.81%
$264.74 - $369.57 $70.4K - $98.3K
851 $281M
VRSN
Verisign Inc

Technology
-19
- 1.12%
$263.02 - $305.98 $5K - $5.81K
1.67K $467M
VONV
Vanguard Russell 1000 Value Et

ETFs
-1.02K
- 5.92%
$84.55 - $89.54 $86.2K - $91.3K
16.2K $1.45B
MCK
Mckesson Corp

Healthcare
-58
- 8.42%
$659.01 - $772.54 $38.2K - $44.8K
631 $488M
CME
Cme Group Inc.

Financial Services
-18
- 0.85%
$258.83 - $287.1 $4.66K - $5.17K
2.11K $569M
TT
Trane Technologies PLC

Industrials
-9
- 1.42%
$398.96 - $472.54 $3.59K - $4.25K
627 $265M
NTNX
Nutanix, Inc.

Technology
-40
- 0.85%
$66.06 - $81.12 $2.64K - $3.24K
4.65K $346M
GWRE
Guidewire Software, Inc.

Technology
-1
- 0.05%
$207.82 - $261.88 $208 - $262
2.2K $505M
COF
Capital One Financial Corp

Financial Services
-41
- 3.22%
$207.29 - $229.74 $8.5K - $9.42K
1.23K $262M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-401
- 1.17%
$72.57 - $74.72 $29.1K - $30K
33.8K $2.52B
BRSP
Bright Spire Capital, Inc.

Real Estate
-1.92K
- 10.04%
$4.91 - $5.94 $9.45K - $11.4K
17.2K $96.3M
ILMN
Illumina, Inc.

Healthcare
-12
- 0.33%
$91.69 - $109.88 $1.1K - $1.32K
3.6K $342M
DDOG
Datadog, Inc.

Technology
-136
- 6.53%
$124.52 - $155.15 $16.9K - $21.1K
1.95K $277M
AME
Ametek Inc

Industrials
-4
- 0.33%
$176.44 - $192.03 $706 - $768
1.21K $227M
ALL
Allstate Corp

Financial Services
-24
- 1.88%
$192.0 - $214.65 $4.61K - $5.15K
1.25K $270M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3
- 0.21%
$459.11 - $506.91 $1.38K - $1.52K
1.44K $725M
VRT
Vertiv Holdings CO

Industrials
-3
- 0.18%
N/A
1.66K $251M
LYFT
Lyft, Inc.

Technology
-3.73K
- 17.64%
$13.41 - $22.93 $50K - $85.4K
17.4K $383M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.5K
- 6.87%
$49.43 - $54.52 $173K - $191K
47.5K $2.57B
DFIV
Dimensional ETF Tr

ETFs
-3.33K
- 5.26%
$42.66 - $46.53 $142K - $155K
60K $2.77B
RL
Ralph Lauren Corp

Consumer Cyclical
-4
- 0.27%
$272.1 - $320.75 $1.09K - $1.28K
1.47K $463M
INCY
Incyte Corp

Healthcare
-157
- 3.73%
$67.27 - $86.96 $10.6K - $13.7K
4.05K $343M
Ge Vernova Inc
-15
- 1.9%
N/A
776 $477M
APH
Amphenol Corp

Technology
-91
- 3.21%
$97.39 - $125.4 $8.86K - $11.4K
2.75K $340M
TPR
Tapestry, Inc.

Consumer Cyclical
-232
- 6.53%
$86.48 - $116.14 $20.1K - $26.9K
3.32K $376M
Activity Summary
Buys All Purchases 87 New Holdings 27 Increased Positions 60 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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