Allen Capital Group, LLC Purchases in Q4 2024

Allen Capital Group, LLC

  • $829 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PANW
Palo Alto Networks Inc

Technology
1.98K
+ 172.99%
$181.96 - $405.9 $360K - $803K
3.12K $568K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.84K
+ 1.94%
$442.29 - $483.08 $815K - $890K
97K $44M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.09K
+ 3.85%
$46.48 - $51.32 $97.1K - $107K
56.3K $2.71M
WFC
Wells Fargo & Company

Financial Services
792
+ 10.9%
$54.98 - $77.35 $43.5K - $61.3K
8.06K $565K
SHYD
Vaneck Short High Yield Muni E

ETFs
6.89K
+ 37.65%
$22.45 - $22.81 $155K - $157K
25.2K $566K
OGN
Organon & Co.

Healthcare
10.1K
New
$14.44 - $18.83 $145K - $189K
10.1K $150K
FIS
Fidelity National Information Services, Inc.

Technology
2.09K
+ 23.85%
$80.14 - $90.95 $167K - $190K
10.8K $875K
IBM
International Business Machines Corp

Technology
771
+ 3.47%
$204.9 - $238.04 $158K - $184K
23K $5.06M
SYK
Stryker Corp

Healthcare
378
+ 31.24%
$345.14 - $392.15 $130K - $148K
1.59K $571K
MS
Morgan Stanley

Financial Services
483
+ 14.78%
$104.42 - $134.99 $50.4K - $65.2K
3.75K $471K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
6.34K
+ 39.18%
$19.38 - $19.58 $123K - $124K
22.5K $437K
CPRT
Copart Inc

Consumer Cyclical
1.61K
+ 29.84%
$51.36 - $63.8 $82.7K - $103K
7.01K $402K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
6.32K
+ 39.22%
$19.42 - $19.76 $123K - $125K
22.4K $436K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
6.08K
+ 39.26%
$20.08 - $20.61 $122K - $125K
21.6K $434K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
6.67K
+ 43.4%
$18.28 - $18.87 $122K - $126K
22K $404K
BSCV
Invesco ETF Self Indexed Fd Tr
7.56K
+ 50.22%
$16.02 - $16.72 $121K - $126K
22.6K $362K
BSCU
Invesco Exc Self Ind Tr

ETFs
7.45K
+ 43.44%
$16.32 - $16.99 $122K - $127K
24.6K $402K
SO
Southern CO

Utilities
3.06K
+ 16.98%
$81.5 - $94.15 $249K - $288K
21.1K $1.73M
CLOI
Vaneck ETF Tr

ETFs
2.16K
+ 7.88%
$52.7 - $53.15 $114K - $115K
29.6K $1.56M
HD
Home Depot, Inc.

Consumer Cyclical
961
+ 5.82%
$385.02 - $431.37 $370K - $415K
17.5K $6.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
336K
+ 195.31%
$22.4 - $68.28 $7.52M - $22.9M
508K $11.8M
VUG
Vanguard Growth ETF

ETFs
161
+ 11.88%
$378.79 - $428.11 $61K - $68.9K
1.52K $622K
FANG
Diamondback Energy, Inc.

Energy
1.07K
+ 11.61%
$153.06 - $199.5 $163K - $213K
10.3K $1.68M
CRM
Salesforce, Inc.

Technology
98
+ 9.59%
$270.87 - $367.87 $26.5K - $36.1K
1.12K $374K
NFLX
Netflix Inc

Communication Services
28
+ 7.63%
$687.65 - $936.56 $19.3K - $26.2K
395 $352K
ED
Consolidated Edison Inc

Utilities
2.36K
+ 28.59%
$88.87 - $107.38 $210K - $253K
10.6K $946K
PM
Philip Morris International Inc.

Consumer Defensive
740
+ 24.71%
$118.38 - $133.06 $87.6K - $98.5K
3.74K $449K
MA
Mastercard Inc

Financial Services
84
+ 8.38%
$491.3 - $536.15 $41.3K - $45K
1.09K $571K
AJG
Arthur J. Gallagher & Co.

Financial Services
235
+ 17.6%
$278.49 - $315.16 $65.4K - $74.1K
1.57K $445K
GS
Goldman Sachs Group Inc

Financial Services
24
+ 4.17%
$486.1 - $608.57 $11.7K - $14.6K
599 $342K
HON
Honeywell International Inc

Industrials
132
+ 9.85%
$202.84 - $236.0 $26.8K - $31.2K
1.47K $332K
CPNG
Coupang, Inc.

Consumer Cyclical
4.11K
+ 29.77%
$21.98 - $26.89 $90.4K - $111K
17.9K $393K
ASML
Asml Holding Nv

Technology
517
+ 23.23%
$658.43 - $872.27 $340K - $451K
2.74K $1.9M
COST
Costco Wholesale Corp

Consumer Defensive
33
+ 6.92%
$873.59 - $994.69 $28.8K - $32.8K
510 $467K
T
At&T Inc.

Communication Services
1.25K
+ 6.07%
$21.22 - $23.88 $26.6K - $29.9K
21.9K $498K
ISRG
Intuitive Surgical Inc

Healthcare
48
+ 8.59%
$471.27 - $550.62 $22.6K - $26.4K
607 $316K
PFE
Pfizer Inc

Healthcare
11.7K
+ 10.24%
$24.8 - $30.19 $289K - $352K
126K $3.33M
XLF
Financial Sector Spdr

ETFs
21
+ 0.19%
$44.89 - $51.34 $943 - $1.08K
11K $531K
ABT
Abbott Laboratories

Healthcare
332
+ 7.06%
$111.93 - $119.39 $37.2K - $39.6K
5.03K $569K
NEE
Nextera Energy Inc

Utilities
2.39K
+ 22.02%
$69.77 - $85.43 $167K - $204K
13.3K $950K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
3.39K
+ 12.72%
$32.68 - $36.28 $111K - $123K
30K $980K
IFRA
Ishares Tr

ETFs
765
+ 7.81%
$45.94 - $51.71 $35.1K - $39.6K
10.6K $488K
SCHA
Schwab Strategic Tr Us Small C

ETFs
30.9K
+ 102.63%
$25.33 - $51.16 $783K - $1.58M
61K $1.58M
MO
Altria Group, Inc.

Consumer Defensive
208
+ 2.61%
$49.06 - $57.74 $10.2K - $12K
8.17K $427K
PG
Procter & Gamble CO

Consumer Defensive
387
+ 4.56%
$161.05 - $179.7 $62.3K - $69.5K
8.87K $1.49M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
28
+ 0.55%
$55.73 - $66.16 $1.56K - $1.85K
5.14K $309K
SBUX
Starbucks Corp

Consumer Cyclical
532
+ 10.22%
$87.44 - $102.5 $46.5K - $54.5K
5.74K $522K
MMM
3 M CO

Industrials
305
+ 8.88%
$124.74 - $137.12 $38K - $41.8K
3.74K $482K
IEMG
Ishares Inc

ETFs
190
+ 1.63%
N/A
11.9K $637K
Activity Summary
Buys All Purchases 145 New Holdings 13 Increased Positions 132 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 1 Puts 1
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