Allen Wealth Management, LLC Reduced Holdings in Q4 2025

Allen Wealth Management, LLC

  • $166 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-223K
- 67.82%
$44.68 - $47.47 $9.99M - $10.6M
106K $4.99B
FNDX
Schwab Fundamental U S Large C

ETFs
-51.7K
- 5.32%
$25.68 - $26.95 $1.33M - $1.39M
919K $25B
PSA
Public Storage

Real Estate
-516
- 8.07%
$272.78 - $311.8 $141K - $161K
5.88K $1.53B
VTV
Vanguard Value ETF

ETFs
-5.15K
- 3.25%
$182.87 - $189.72 $941K - $976K
153K $29.2B
BK
Bank Of New York Mellon Corp

Financial Services
-2.71K
- 12.71%
$104.54 - $112.64 $284K - $305K
18.6K $2.16B
SWK
Stanley Black & Decker, Inc.

Industrials
-1.97K
- 9.16%
$64.43 - $75.42 $127K - $149K
19.6K $1.45B
LMT
Lockheed Martin Corp

Industrials
-84
- 1.27%
$452.1 - $514.24 $38K - $43.2K
6.55K $3.17B
PFE
Pfizer Inc

Healthcare
-4.35K
- 12.21%
$24.23 - $27.37 $105K - $119K
31.3K $779M
SBUX
Starbucks Corp

Consumer Cyclical
-1.29K
- 20.64%
$78.46 - $87.26 $101K - $113K
4.96K $418M
NOC
Northrop Grumman Corp

Industrials
-107
- 11.8%
$558.0 - $637.95 $59.7K - $68.3K
800 $456M
ABBV
Abb Vie Inc.

Healthcare
-184
- 14.06%
$211.96 - $244.38 $39K - $45K
1.13K $257M
V
Visa Inc.

Financial Services
-175
- 6.33%
$325.75 - $352.42 $57K - $61.7K
2.59K $909M
EPD
Enterprise Products Partners L.P.

Energy
-1.6K
- 5.82%
$30.19 - $32.26 $48.3K - $51.6K
25.9K $830M
LOW
Lowes Companies Inc

Consumer Cyclical
-50
- 4.0%
$225.0 - $247.99 $11.3K - $12.4K
1.2K $290M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7
- 1.51%
$475.68 - $513.11 $3.33K - $3.59K
457 $230M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-688
- 7.38%
$280.66 - $305.09 $193K - $210K
8.63K $2.62B
AMZN
Amazon Com Inc

Consumer Cyclical
-20
- 0.9%
$213.04 - $254.0 $4.26K - $5.08K
2.19K $506M
NEM
Newmont Corp

Basic Materials
-267
- 7.41%
$78.63 - $98.27 $21K - $26.2K
3.34K $333M
WMT
Walmart Inc.

Consumer Defensive
-30
- 0.47%
$101.18 - $109.03 $3.04K - $3.27K
6.39K $712M
CAT
Caterpillar Inc

Industrials
-400
- 12.61%
$480.82 - $585.49 $192K - $234K
2.77K $1.59B
AMGN
Amgen Inc

Healthcare
-10
- 0.4%
$290.13 - $341.71 $2.9K - $3.42K
2.47K $808M
FDX
Fedex Corp

Industrials
-34
- 1.52%
$224.63 - $268.67 $7.64K - $9.13K
2.21K $637M
XOM
Exxon Mobil Corp

Energy
-687
- 1.9%
$110.64 - $119.78 $76K - $82.3K
35.5K $4.27B
CSCO
Cisco Systems, Inc.

Technology
-1.98K
- 4.57%
$67.46 - $78.0 $133K - $154K
41.3K $3.18B
C
Citigroup Inc

Financial Services
-906
- 3.52%
$93.93 - $102.87 $85.1K - $93.2K
24.8K $2.89B
MRK
Merck & Co., Inc.

Healthcare
-871
- 3.4%
$82.49 - $92.93 $71.8K - $80.9K
24.8K $2.61B
Activity Summary
Buys All Purchases 27 New Holdings 5 Increased Positions 22 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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