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
ABBV
Abb Vie Inc.

Healthcare
337
+ 13.81%
$164.99 - $203.87 $55.6K - $68.7K
2.78K $493K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
227
+ 3.95%
$49.79 - $51.14 $11.3K - $11.6K
5.97K $299K
ETN
Eaton Corp PLC

Industrials
9
+ 1.44%
$326.96 - $377.52 $2.94K - $3.4K
633 $210K
DELL
Dell Technologies Inc.

Technology
95
+ 3.34%
$111.96 - $144.21 $10.6K - $13.7K
2.94K $338K
LOW
Lowes Companies Inc

Consumer Cyclical
178
+ 10.32%
$244.52 - $284.07 $43.5K - $50.6K
1.9K $469K
Blackrock ETF Trust Ii
8.52K
+ 14.71%
N/A
66.5K $0
Victory Portfolios Ii
358K
New
N/A
358K $0
Niocorp Devs LTD
1K
+ 9.27%
N/A
11.8K $0
Ea Series Trust
19K
+ 46.95%
N/A
59.5K $0
J P Morgan Exchange Traded F
684
+ 14.39%
N/A
5.44K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
6.01K
+ 50.26%
N/A
18K $0
ORCL
Oracle Corp

Technology
22
+ 1.49%
$165.41 - $192.43 $3.64K - $4.23K
1.5K $249K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
182
+ 0.38%
$126.68 - $134.74 $23.1K - $24.5K
48K $6.12M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
246
+ 1.17%
$23.42 - $24.2 $5.76K - $5.95K
21.2K $496K
FLV
American Centy ETF Tr Focused

ETFs
765
+ 4.08%
$66.11 - $71.93 $50.6K - $55K
19.5K $1.3M
DGRO
Ishares Core Dividend Growth E

ETFs
64
+ 0.66%
$60.73 - $64.94 $3.89K - $4.16K
9.82K $602K
BP
Bp PLC

Energy
32
+ 0.23%
$28.16 - $33.14 $901 - $1.06K
14.1K $418K
GE
General Electric CO

Industrials
26
+ 1.81%
$159.95 - $194.23 $4.16K - $5.05K
1.46K $244K
NOC
Northrop Grumman Corp

Industrials
58
+ 5.83%
$466.52 - $543.88 $27.1K - $31.5K
1.05K $494K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
207
+ 1.24%
$20.55 - $23.26 $4.25K - $4.81K
16.9K $356K
AMGN
Amgen Inc

Healthcare
199
+ 14.57%
$258.78 - $328.31 $51.5K - $65.3K
1.57K $407K
SCHR
Schwab Intermediate Term Us Tr

ETFs
3.69K
+ 78.6%
$24.19 - $50.58 $89.1K - $186K
8.37K $203K
XOM
Exxon Mobil Corp

Energy
1.77K
+ 7.46%
$105.51 - $125.37 $187K - $222K
25.5K $2.74M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
63.8K
+ 204.88%
$26.93 - $84.95 $1.72M - $5.42M
94.9K $2.59M
GD
General Dynamics Corp

Industrials
46
+ 2.89%
$260.28 - $314.03 $12K - $14.4K
1.64K $430K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
1.38K
+ 1.53%
$25.25 - $26.34 $34.8K - $36.3K
91.5K $2.32M
SHW
Sherwin Williams CO

Basic Materials
37
+ 2.21%
$338.75 - $399.71 $12.5K - $14.8K
1.71K $580K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.52K
+ 5.05%
$26.63 - $30.23 $67.2K - $76.3K
52.5K $1.4M
SCHV
Schwab Strategic Tr Us Large C

ETFs
58K
+ 200.1%
$25.79 - $80.4 $1.49M - $4.66M
86.9K $2.27M
SCHG
Schwab Strategic Tr Us Large C

ETFs
53.9K
+ 262.8%
$25.93 - $105.3 $1.4M - $5.67M
74.4K $2.07M
PSX
Phillips 66

Energy
265
+ 4.93%
$110.35 - $138.93 $29.2K - $36.8K
5.64K $642K
DUK
Duke Energy Corp

Utilities
35
+ 0.34%
$105.76 - $120.76 $3.7K - $4.23K
10.5K $1.13M
CAT
Caterpillar Inc

Industrials
26
+ 0.62%
$360.37 - $416.88 $9.37K - $10.8K
4.25K $1.54M
VZ
Verizon Communications Inc

Communication Services
8.01K
+ 9.13%
$39.6 - $45.21 $317K - $362K
95.8K $3.83M
TSCO
Tractor Supply CO

Consumer Cyclical
48.3K
+ 429.1%
$52.59 - $303.74 $2.54M - $14.7M
59.6K $3.16M
VEA
Vanguard Ftse Developed Market

ETFs
776
+ 2.08%
$47.57 - $52.44 $36.9K - $40.7K
38K $1.82M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
91.3K
+ 111.0%
$18.41 - $40.87 $1.68M - $3.73M
174K $3.21M
NKE
Nike, Inc.

Consumer Cyclical
2.47K
+ 8.32%
$73.36 - $89.13 $181K - $220K
32.1K $2.43M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
967
+ 0.77%
$44.87 - $46.86 $43.4K - $45.3K
126K $5.66M
UL
Unilever PLC

Consumer Defensive
4.78K
+ 8.49%
$56.7 - $64.64 $271K - $309K
61K $3.46M
XYL
Xylem Inc.

Industrials
3.86K
+ 9.35%
$116.02 - $137.45 $448K - $531K
45.1K $5.24M
AVEM
American Centy ETF Tr Avantis

ETFs
7.09K
+ 4.33%
$58.59 - $66.14 $415K - $469K
171K $10M
UNH
Unitedhealth Group Inc

Healthcare
515
+ 4.98%
$485.52 - $625.25 $250K - $322K
10.9K $5.49M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.92K
+ 1.05%
$38.37 - $42.82 $151K - $168K
377K $14.5M
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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