Bruce G. Allen Investments, LLC Incresed Positions in Q4 2024

Bruce G. Allen Investments, LLC

  • $123 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
1.76K
+ 64.86%
$197.36 - $217.3 $347K - $382K
4.47K $886M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.41K
+ 21.08%
$104.59 - $118.05 $147K - $166K
8.08K $878M
SPY
Spdr S&P 500 ETF Trust

ETFs
204
+ 8.67%
$567.81 - $607.81 $116K - $124K
2.56K $1.5B
VEA
Vanguard Ftse Developed Market

ETFs
2.65K
+ 181.64%
$47.57 - $52.44 $126K - $139K
4.11K $197M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.57K
+ 6.23%
$160.89 - $176.18 $252K - $276K
26.7K $4.32B
CRM
Salesforce, Inc.

Technology
292
+ 360.49%
$270.87 - $367.87 $79.1K - $107K
373 $125M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
192K
+ 212.59%
$26.93 - $84.95 $5.16M - $16.3M
282K $7.7B
SCHY
Schwab Strategic Tr Intl Divid

ETFs
3.74K
+ 77.01%
$23.01 - $26.06 $85.9K - $97.3K
8.59K $198M
FNDX
Schwab Fundamental U S Large C

ETFs
232K
+ 205.67%
$23.49 - $71.77 $5.45M - $16.7M
345K $8.17B
BAC
Bank Of America Corp

Financial Services
619
+ 6.7%
$39.22 - $47.77 $24.3K - $29.6K
9.85K $433M
ROST
Ross Stores, Inc.

Consumer Cyclical
289
+ 227.56%
$138.59 - $156.61 $40.1K - $45.3K
416 $62.9M
SAP
Sap Se

Technology
146
+ 50.17%
$218.13 - $255.54 $31.8K - $37.3K
437 $108M
BK
Bank Of New York Mellon Corp

Financial Services
256
+ 6.36%
$70.82 - $81.87 $18.1K - $21K
4.28K $329M
DJP
Barclays Bank PLC

ETFs
1.66K
+ 1.65%
N/A
102K $3.28B
COF
Capital One Financial Corp

Financial Services
96
+ 13.71%
$145.19 - $192.01 $13.9K - $18.4K
796 $142M
GS
Goldman Sachs Group Inc

Financial Services
37
+ 18.78%
$486.1 - $608.57 $18K - $22.5K
234 $134M
GPC
Genuine Parts CO

Consumer Cyclical
351
+ 131.46%
$113.11 - $143.63 $39.7K - $50.4K
618 $72.2M
CB
Chubb LTD

Financial Services
142
+ 24.87%
$271.57 - $301.89 $38.6K - $42.9K
713 $197M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1.24K
+ 29.46%
$12.27 - $15.41 $15.2K - $19.1K
5.45K $78.9M
HON
Honeywell International Inc

Industrials
21
+ 2.06%
$202.84 - $236.0 $4.26K - $4.96K
1.04K $235M
BMY
Bristol Myers Squibb CO

Healthcare
133
+ 3.91%
$51.92 - $59.94 $6.91K - $7.97K
3.54K $200M
CGDV
Capital Group Divid Value ETF

ETFs
869
+ 12.26%
$35.16 - $37.12 $30.6K - $32.3K
7.96K $281M
DIS
Walt Disney CO

Communication Services
48
+ 4.55%
$92.39 - $117.6 $4.43K - $5.64K
1.1K $123M
BX
Blackstone Inc.

Financial Services
38
+ 5.18%
$148.45 - $199.05 $5.64K - $7.56K
771 $133M
MCK
Mckesson Corp

Healthcare
28
+ 51.85%
$482.27 - $628.5 $13.5K - $17.6K
82 $46.8M
TMUS
T Mobile Us, Inc.

Communication Services
73
+ 79.35%
$206.1 - $246.94 $15K - $18K
165 $36.4M
RF
Regions Financial Corp

Financial Services
678
+ 28.34%
$22.45 - $27.47 $15.2K - $18.6K
3.07K $72.2M
MFG
Mizuho Financial Group Inc

Financial Services
1.76K
+ 18.3%
$4.05 - $5.26 $7.12K - $9.25K
11.4K $55.6M
ADI
Analog Devices Inc

Technology
117
+ 20.17%
$206.35 - $236.48 $24.1K - $27.7K
697 $148M
ACN
Accenture PLC

Technology
43
+ 7.06%
$343.9 - $376.86 $14.8K - $16.2K
652 $229M
FLEX
Flex Ltd.

Technology
11
+ 0.42%
$32.52 - $41.3 $358 - $454
2.65K $102M
FISV
Fiserv Inc

Technology
15
+ 3.77%
N/A
413 $84.8M
AKAM
Akamai Technologies Inc

Technology
155
+ 38.85%
N/A
554 $53M
TM
Toyota Motor Corp

Consumer Cyclical
27
+ 6.31%
$169.2 - $199.52 $4.57K - $5.39K
455 $88.5M
DVN
Devon Energy Corp

Energy
350
+ 500.0%
$30.52 - $42.96 $10.7K - $15K
420 $13.7M
SONY
Sony Group Corp

Technology
3.79K
+ 410.74%
$17.53 - $96.8 $66.4K - $367K
4.71K $99.6M
C
Citigroup Inc

Financial Services
30
+ 2.78%
$61.31 - $72.5 $1.84K - $2.18K
1.11K $78M
PGR
Progressive Corp

Financial Services
76
+ 12.75%
$239.6 - $268.88 $18.2K - $20.4K
672 $161M
MOH
Molina Healthcare, Inc.

Healthcare
32
+ 533.33%
$274.73 - $341.91 $8.79K - $10.9K
38 $11.1M
TSLA
Tesla, Inc.

Consumer Cyclical
1
+ 1.82%
$213.65 - $479.86 $214 - $480
56 $22.6M
ICL
Icl Group Ltd.

Basic Materials
1.6K
+ 541.36%
$3.92 - $5.13 $6.26K - $8.19K
1.89K $9.37M
GATX
Gatx Corp

Industrials
3
+ 0.9%
$128.5 - $165.82 $386 - $497
338 $52.4M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
12
+ 1.11%
$28.38 - $39.27 $341 - $471
1.09K $42.4M
MRNA
Moderna, Inc.

Healthcare
187
+ 2671.43%
$36.85 - $63.93 $6.89K - $12K
194 $8.07M
VIG
Vanguard Dividend Appreciation

ETFs
53
+ 3.86%
N/A
1.43K $279M
ADP
Automatic Data Processing Inc

Industrials
6
+ 1.71%
$280.08 - $307.97 $1.68K - $1.85K
356 $104M
CAH
Cardinal Health Inc

Healthcare
32
+ 7.53%
$107.89 - $125.33 $3.45K - $4.01K
457 $54M
EL
Estee Lauder Companies Inc

Consumer Defensive
96
+ 960.0%
$62.74 - $97.24 $6.02K - $9.34K
106 $7.95M
VNO
Vornado Realty Trust

Real Estate
46
+ 2.44%
$38.63 - $45.76 $1.78K - $2.1K
1.93K $81.2M
Activity Summary
Buys All Purchases 332 New Holdings 42 Increased Positions 290 Sells All Sells 299 Reductions 298 Sold out 1 Options Calls 0 Puts 0
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