Bruce G. Allen Investments, LLC Reduced Holdings in Q4 2024

Bruce G. Allen Investments, LLC

  • $123 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-9.18K
- 89.33%
$87.1 - $98.49 $799K - $904K
1.1K $95.7M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-19.5K
- 43.73%
$28.89 - $33.95 $564K - $663K
25.1K $730M
IEMG
Ishares Inc

ETFs
-10.1K
- 56.72%
N/A
7.69K $401M
PHYS
Sprott Physical Gold Trust

Financial Services
-16.4K
- 8.59%
$19.66 - $21.66 $322K - $355K
174K $3.51B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.09K
- 10.81%
$44.04 - $49.49 $136K - $153K
25.5K $1.12B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.34K
- 71.82%
$100.16 - $100.7 $135K - $135K
527 $52.9M
PFE
Pfizer Inc

Healthcare
-4.01K
- 55.6%
$24.8 - $30.19 $99.5K - $121K
3.21K $85.1M
PEP
Pepsico Inc

Consumer Defensive
-586
- 33.68%
$151.29 - $176.1 $88.7K - $103K
1.15K $175M
AVGO
Broadcom Inc.

Technology
-1.49K
- 37.19%
$159.67 - $250.0 $237K - $371K
2.51K $581M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-170
- 1.19%
$62.71 - $68.47 $10.7K - $11.6K
14.1K $890M
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
-1.47K
- 3.66%
$36.21 - $38.2 $53.4K - $56.3K
38.8K $1.41B
MCHP
Microchip Technology Inc

Technology
-864
- 54.75%
$55.51 - $79.05 $48K - $68.3K
714 $40.9M
TGT
Target Corp

Consumer Defensive
-449
- 52.64%
$121.59 - $160.69 $54.6K - $72.1K
404 $54.6M
ORCL
Oracle Corp

Technology
-437
- 32.86%
$165.41 - $192.43 $72.3K - $84.1K
893 $149M
TTE
Total Energies Se

Energy
-674
- 19.03%
N/A
2.87K $156M
ING
Ing Groep Nv

Financial Services
-2.89K
- 26.98%
$15.1 - $17.73 $43.6K - $51.2K
7.81K $122M
DHI
Horton D R Inc

Consumer Cyclical
-231
- 30.31%
$137.24 - $194.56 $31.7K - $44.9K
531 $74.2M
NVS
Novartis Ag

Healthcare
-240
- 8.91%
$96.78 - $117.18 $23.2K - $28.1K
2.45K $239M
XOM
Exxon Mobil Corp

Energy
-83
- 1.38%
$105.51 - $125.37 $8.76K - $10.4K
5.92K $637M
VZ
Verizon Communications Inc

Communication Services
-13
- 0.1%
$39.6 - $45.21 $515 - $588
13.3K $530M
JNJ
Johnson & Johnson

Healthcare
-47
- 1.43%
$143.34 - $165.86 $6.74K - $7.8K
3.25K $469M
ELV
Elevance Health, Inc.

Healthcare
-41
- 13.02%
$365.96 - $514.62 $15K - $21.1K
274 $101M
SNY
Sanofi

Healthcare
-84
- 1.35%
$45.89 - $57.31 $3.85K - $4.81K
6.15K $296M
VONV
Vanguard Russell 1000 Value Et

ETFs
-236
- 1.13%
$80.87 - $87.69 $19.1K - $20.7K
20.6K $1.67B
BCE
Bce Inc

Communication Services
-1.59K
- 95.31%
$22.53 - $34.84 $35.7K - $55.2K
78 $1.81M
FIS
Fidelity National Information Services, Inc.

Technology
-634
- 46.55%
$80.14 - $90.95 $50.8K - $57.7K
728 $58.8M
NEE
Nextera Energy Inc

Utilities
-4
- 0.1%
$69.77 - $85.43 $279 - $342
3.81K $273M
GD
General Dynamics Corp

Industrials
-77
- 10.95%
$260.28 - $314.03 $20K - $24.2K
626 $165M
MU
Micron Technology Inc

Technology
-331
- 35.44%
$84.16 - $113.41 $27.9K - $37.5K
603 $50.7M
CAT
Caterpillar Inc

Industrials
-90
- 19.35%
$360.37 - $416.88 $32.4K - $37.5K
375 $136M
CMCSA
Comcast Corp

Communication Services
-52
- 0.54%
$37.39 - $45.14 $1.94K - $2.35K
9.53K $358M
UL
Unilever PLC

Consumer Defensive
-123
- 3.38%
$56.7 - $64.64 $6.97K - $7.95K
3.51K $199M
INTC
Intel Corp

Technology
-1.32K
- 47.82%
$19.07 - $26.23 $25.1K - $34.6K
1.44K $28.8M
LKQ
Lkq Corp

Consumer Cyclical
-867
- 75.33%
$36.0 - $39.99 $31.2K - $34.7K
284 $10.4M
IQV
Iqvia Holdings Inc.

Healthcare
-129
- 52.65%
$190.97 - $236.63 $24.6K - $30.5K
116 $22.8M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-28
- 1.16%
$59.25 - $72.99 $1.66K - $2.04K
2.38K $142M
HSY
Hershey CO

Consumer Defensive
-68
- 7.23%
$168.67 - $193.65 $11.5K - $13.2K
872 $148M
DHR
Danaher Corp

Healthcare
-41
- 8.61%
$226.16 - $274.52 $9.27K - $11.3K
435 $99.9M
PG
Procter & Gamble CO

Consumer Defensive
-7
- 0.12%
$161.05 - $179.7 $1.13K - $1.26K
5.63K $944M
MSI
Motorola Solutions, Inc.

Technology
-72
- 64.86%
$449.08 - $504.6 $32.3K - $36.3K
39 $18M
Linde PLC Shs
-3
- 0.58%
N/A
518 $217M
GLD
Spdr Gold Trust

ETFs
-123
- 9.86%
$236.59 - $257.5 $29.1K - $31.7K
1.12K $272M
WMB
Williams Companies, Inc.

Energy
-911
- 41.13%
$46.37 - $59.74 $42.2K - $54.4K
1.3K $70.6M
PPG
Ppg Industries Inc

Basic Materials
-134
- 12.27%
$119.09 - $131.37 $16K - $17.6K
958 $114M
CVX
Chevron Corp

Energy
-143
- 4.28%
$141.15 - $162.53 $20.2K - $23.2K
3.2K $463M
UPS
United Parcel Service Inc

Industrials
-132
- 11.53%
$122.65 - $138.35 $16.2K - $18.3K
1.01K $128M
LMT
Lockheed Martin Corp

Industrials
-21
- 11.54%
$479.66 - $614.62 $10.1K - $12.9K
161 $78.2M
CE
Celanese Corp

Basic Materials
-106
- 36.18%
$67.03 - $136.68 $7.11K - $14.5K
187 $12.9M
AMT
American Tower Corp

Real Estate
-8
- 1.55%
$179.4 - $232.01 $1.44K - $1.86K
507 $93M
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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