Allen Wealth Management, LLC Purchases and Sells in Q4 2025

Allen Wealth Management, LLC

$166 Billion
Q4 2025

Top Buys

Incresed Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VDE	4.26K + 4.44%	$120.37 - $129.34 $513K - $551K	100K $12.6B
RIO	453 + 1.62%	$65.44 - $72.58 $29.6K - $32.9K	28.4K $2.27B
JNJ	514 + 4.7%	$185.98 - $199.58 $95.6K - $103K	11.4K $2.37B
LNC	400 + 0.72%	$38.04 - $42.0 $15.2K - $16.8K	56K $2.5B
AAPL	190 + 1.83%	$245.27 - $275.25 $46.6K - $52.3K	10.6K $2.87B
SLB	1.09K + 2.57%	$31.72 - $37.61 $34.5K - $41K	43.4K $1.67B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFIV	260K New	$45.13 - $48.25 $11.7M - $12.5M	260K $13B
VO	44.6K New	$286.27 - $296.23 $12.8M - $13.2M	44.6K $13B
KMB	11.3K New	$100.05 - $123.23 $1.13M - $1.39M	11.3K $1.14B
UNILEVER PLC	15.5K New	N/A	15.5K $1.02B
TSLA	494 New	$401.99 - $468.37 $199K - $231K	494 $222M

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMLP	-223K - 67.82%	$44.68 - $47.47 $9.99M - $10.6M	106K $4.99B
FNDX	-51.7K - 5.32%	$25.68 - $26.95 $1.33M - $1.39M	919K $25B
PSA	-516 - 8.07%	$272.78 - $311.8 $141K - $161K	5.88K $1.53B
VTV	-5.15K - 3.25%	$182.87 - $189.72 $941K - $976K	153K $29.2B
BK	-2.71K - 12.71%	$104.54 - $112.64 $284K - $305K	18.6K $2.16B
SWK	-1.97K - 9.16%	$64.43 - $75.42 $127K - $149K	19.6K $1.45B

Activity Summary All Purchases 27 New Holdings 5 Increased Positions 22 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Allen Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allen Wealth Management, LLC with notifications on news.