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
BHP
Bhp Group LTD

Basic Materials
-175
- 13.02%
$48.78 - $62.43 $8.54K - $10.9K
1.17K $57.1M
CRH.L
Crh PLC

Basic Materials
-278
- 37.72%
N/A
459 $42.5M
LLY
Eli Lilly & CO

Healthcare
-2
- 0.94%
$727.2 - $932.06 $1.45K - $1.86K
211 $163M
HD
Home Depot, Inc.

Consumer Cyclical
-13
- 1.02%
$385.02 - $431.37 $5.01K - $5.61K
1.27K $493M
GOLD
Barrick Gold Corp

Basic Materials
-447
- 10.62%
$15.23 - $21.19 $6.81K - $9.47K
3.76K $58.3M
HUM
Humana Inc

Healthcare
-46
- 25.99%
$233.89 - $304.18 $10.8K - $14K
131 $33.2M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-142
- 17.91%
$107.06 - $123.74 $15.2K - $17.6K
651 $71.2M
NOC
Northrop Grumman Corp

Industrials
-3
- 0.87%
$466.52 - $543.88 $1.4K - $1.63K
340 $160M
TJX
Tjx Companies Inc

Consumer Cyclical
-215
- 14.41%
$112.15 - $127.2 $24.1K - $27.3K
1.28K $154M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-25
- 1.91%
$442.29 - $483.08 $11.1K - $12.1K
1.28K $582M
BP
Bp PLC

Energy
-364
- 7.44%
$28.16 - $33.14 $10.3K - $12.1K
4.53K $134M
LYG
Lloyds Banking Group PLC

Financial Services
-768
- 1.75%
$2.67 - $3.23 $2.05K - $2.48K
43.2K $118M
MET
Metlife Inc

Financial Services
-229
- 21.2%
$78.15 - $88.25 $17.9K - $20.2K
851 $69.7M
USFR
Wisdomtree Floating Rate Treas

ETFs
-374
- 46.46%
$50.23 - $50.46 $18.8K - $18.9K
431 $21.7M
AZN
Astrazeneca PLC

Healthcare
-79
- 7.36%
$63.2 - $79.58 $4.99K - $6.29K
994 $65.1M
INGR
Ingredion Inc

Consumer Defensive
-133
- 12.62%
$132.76 - $154.86 $17.7K - $20.6K
921 $127M
PUK
Prudential PLC

Financial Services
-751
- 31.69%
$15.52 - $18.99 $11.7K - $14.3K
1.62K $25.8M
PLD
Prologis, Inc.

Real Estate
-15
- 1.99%
$101.4 - $126.96 $1.52K - $1.9K
737 $77.9M
ICE
Intercontinental Exchange, Inc.

Financial Services
-8
- 0.64%
$148.29 - $166.93 $1.19K - $1.34K
1.24K $185M
CEG
Constellation Energy Corp

Utilities
-7
- 1.91%
$224.28 - $285.52 $1.57K - $2K
359 $80.3M
ON
On Semiconductor Corp

Technology
-10
- 0.69%
$63.05 - $74.7 $631 - $747
1.45K $91.4M
TXN
Texas Instruments Inc

Technology
-2
- 0.28%
N/A
720 $135M
ASML
Asml Holding Nv

Technology
-4
- 5.0%
$658.43 - $872.27 $2.63K - $3.49K
76 $52.7M
TECK
Teck Resources LTD

Basic Materials
-79
- 9.0%
$39.99 - $52.38 $3.16K - $4.14K
799 $32.4M
QRVO
Qorvo, Inc.

Technology
-123
- 86.01%
$65.6 - $104.58 $8.07K - $12.9K
20 $1.4M
CCI
Crown Castle International Corp

Real Estate
-16
- 3.86%
$89.78 - $119.11 $1.44K - $1.91K
399 $36.2M
NEM
Newmont Corp

Basic Materials
-189
- 54.0%
$37.0 - $58.68 $6.99K - $11.1K
161 $5.99M
NGG
National Grid PLC

Utilities
-15
- 1.39%
$57.68 - $70.03 $865 - $1.05K
1.07K $63.3M
ERJ
Embraer S.A.

Industrials
-400
- 19.22%
$32.46 - $40.0 $13K - $16K
1.68K $61.7M
UTG
Reaves Utility Income Fund

Financial Services
-307
- 15.54%
$30.81 - $34.99 $9.46K - $10.7K
1.67K $52.9M
DOW
Dow Inc.

Basic Materials
-101
- 19.92%
$39.1 - $55.34 $3.95K - $5.59K
406 $16.3M
TD
Toronto Dominion Bank

Financial Services
-58
- 7.26%
$51.56 - $63.8 $2.99K - $3.7K
741 $39.5M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-39
- 2.19%
$31.24 - $37.15 $1.22K - $1.45K
1.74K $55.8M
STZ
Constellation Brands, Inc.

Consumer Defensive
-5
- 1.95%
$219.66 - $257.62 $1.1K - $1.29K
252 $55.7M
WY
Weyerhaeuser CO

Real Estate
-267
- 53.4%
$27.21 - $33.7 $7.27K - $9K
233 $6.56M
EQNR
Equinor Asa

Energy
-296
- 15.35%
$21.88 - $27.12 $6.48K - $8.03K
1.63K $38.7M
SO
Southern CO

Utilities
-12
- 1.03%
$81.5 - $94.15 $978 - $1.13K
1.15K $95M
CSX
Csx Corp

Industrials
-34
- 0.9%
$31.58 - $36.88 $1.07K - $1.25K
3.73K $120M
STLA
Stellantis N.V.

Consumer Cyclical
-603
- 37.25%
$12.37 - $13.99 $7.46K - $8.44K
1.02K $13.3M
ITUB
Itau Unibanco Holding S.A.

Financial Services
-96
- 1.81%
$4.96 - $6.57 $476 - $631
5.22K $25.9M
CAG
Conagra Brands Inc.

Consumer Defensive
-4
- 0.21%
$26.48 - $32.72 $106 - $131
1.9K $52.8M
EXR
Extra Space Storage Inc.

Real Estate
-5
- 1.81%
$142.35 - $178.32 $712 - $892
271 $40.5M
PH
Parker Hannifin Corp

Industrials
-16
- 6.64%
$621.74 - $709.46 $9.95K - $11.4K
225 $143M
PM
Philip Morris International Inc.

Consumer Defensive
-59
- 3.09%
$118.38 - $133.06 $6.98K - $7.85K
1.85K $222M
USB
Us Bancorp \De\

Financial Services
-355
- 9.44%
$43.98 - $53.66 $15.6K - $19K
3.41K $163M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-113
- 74.83%
$74.71 - $79.24 $8.44K - $8.95K
38 $2.92M
RTX
Raytheon Technologies Corp

Industrials
-13
- 0.95%
$114.45 - $127.21 $1.49K - $1.65K
1.35K $156M
RIO
Rio Tinto PLC

Basic Materials
-16
- 2.65%
$58.59 - $71.15 $937 - $1.14K
587 $34.5M
IAU
Ishares Gold Trust

ETFs
-137
- 5.18%
$48.37 - $52.65 $6.63K - $7.21K
2.51K $124M
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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