Allen Capital Group, LLC Incresed Positions in Q3 2024

Allen Capital Group, LLC

  • $855 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
55.4K
+ 4.62%
$42.87 - $45.76 $2.37M - $2.53M
1.25M $56.8M
IQLT
Ishares Msci Intl Quality Fact

ETFs
51.3K
+ 4.86%
$37.37 - $41.82 $1.92M - $2.15M
1.11M $45.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
14K
+ 1.51%
$60.84 - $67.51 $855K - $948K
944K $63.7M
DSTL
ETF Ser Solution Distillate Us

ETFs
3.13K
+ 0.45%
$50.87 - $56.8 $159K - $178K
698K $39.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
42.2K
+ 28.12%
$54.98 - $59.51 $2.32M - $2.51M
192K $11.4M
GBIL
Goldman Sachs Access Treasury

ETFs
28.1K
+ 100.04%
$99.7 - $100.3 $2.81M - $2.82M
56.3K $5.64M
AAPL
Apple Inc.

Technology
3.22K
+ 3.7%
$207.23 - $234.82 $668K - $757K
90.3K $21M
UITB
Usaa ETF Tr Core Intermediate

ETFs
29.1K
+ 6.02%
$45.71 - $48.29 $1.33M - $1.4M
511K $24.5M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
21.3K
+ 6.06%
$36.02 - $41.68 $767K - $888K
373K $15.4M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
16.5K
+ 4.91%
$41.02 - $46.01 $679K - $761K
354K $16.1M
ASML
Asml Holding Nv

Technology
1.84K
+ 481.2%
$749.82 - $1098.95 $1.38M - $2.03M
2.23K $1.85M
HD
Home Depot, Inc.

Consumer Cyclical
1.09K
+ 7.07%
$333.64 - $405.2 $364K - $442K
16.5K $6.69M
VNQ
Vanguard Specialized Funds Van

ETFs
3.81K
+ 5.46%
$82.97 - $98.97 $316K - $377K
73.5K $7.16M
BR
Broadridge Financial Solutions, Inc.

Technology
5.33K
+ 67.69%
$196.56 - $218.55 $1.05M - $1.16M
13.2K $2.84M
JMBS
Janus Detroit Str Tr Henderson

ETFs
18K
+ 11.91%
$44.13 - $47.01 $796K - $848K
169K $7.9M
IBM
International Business Machines Corp

Technology
408
+ 1.87%
$175.1 - $223.38 $71.4K - $91.1K
22.2K $4.92M
SCHP
Schwab Strategic Us Tips ETF

ETFs
14.5K
+ 8.91%
$51.58 - $53.79 $747K - $780K
177K $9.5M
AVEM
American Centy ETF Tr Avantis

ETFs
7.14K
+ 4.56%
$57.2 - $65.59 $409K - $469K
164K $10.6M
KMI
Kinder Morgan, Inc.

Energy
29K
+ 17.95%
$19.72 - $22.22 $571K - $644K
190K $4.21M
VZ
Verizon Communications Inc

Communication Services
15K
+ 20.62%
$38.89 - $45.0 $584K - $675K
87.8K $3.94M
UNH
Unitedhealth Group Inc

Healthcare
291
+ 2.9%
$488.01 - $604.18 $142K - $176K
10.3K $6.04M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
17.7K
+ 103.46%
$50.61 - $50.96 $898K - $904K
34.9K $1.78M
WMT
Walmart Inc.

Consumer Defensive
1.94K
+ 3.58%
$66.91 - $81.4 $130K - $158K
56K $4.52M
SO
Southern CO

Utilities
7.83K
+ 76.85%
$77.0 - $90.52 $603K - $709K
18K $1.62M
CLOI
Vaneck ETF Tr

ETFs
15K
+ 120.19%
$52.65 - $53.04 $789K - $795K
27.4K $1.46M
USFR
Wisdomtree Floating Rate Treas

ETFs
15.1K
+ 16.25%
$50.2 - $50.48 $760K - $764K
108K $5.44M
UL
Unilever PLC

Consumer Defensive
3.01K
+ 5.64%
$54.7 - $65.59 $164K - $197K
56.3K $3.65M
DE
Deere & CO

Industrials
704
+ 7.5%
$344.84 - $418.0 $243K - $294K
10.1K $4.21M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.19K
+ 8.23%
$57.22 - $80.08 $125K - $175K
28.8K $2.25M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
11.9K
+ 7.24%
$50.25 - $50.74 $600K - $606K
177K $8.97M
NKE
Nike, Inc.

Consumer Cyclical
3.31K
+ 12.56%
$71.09 - $89.44 $235K - $296K
29.7K $2.62M
NEE
Nextera Energy Inc

Utilities
6.07K
+ 126.34%
$69.9 - $84.97 $424K - $516K
10.9K $918K
AEP
American Electric Power CO Inc

Utilities
4.95K
+ 115.84%
$87.11 - $104.95 $431K - $520K
9.23K $946K
VEA
Vanguard Ftse Developed Market

ETFs
8.16K
+ 28.05%
$47.6 - $53.31 $389K - $435K
37.3K $1.97M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
571
+ 1.21%
$117.9 - $128.2 $67.3K - $73.2K
47.8K $6.13M
ED
Consolidated Edison Inc

Utilities
4.42K
+ 115.24%
$88.42 - $104.97 $391K - $464K
8.25K $859K
PAYX
Paychex Inc

Industrials
3.5K
+ 149.15%
$116.17 - $135.19 $407K - $473K
5.85K $785K
JNJ
Johnson & Johnson

Healthcare
1.19K
+ 6.14%
$145.48 - $167.38 $173K - $199K
20.6K $3.33M
FIS
Fidelity National Information Services, Inc.

Technology
5.58K
+ 175.95%
$72.8 - $85.04 $406K - $475K
8.75K $733K
VEEV
Veeva Systems Inc

Healthcare
958
+ 9.5%
$180.43 - $223.9 $173K - $214K
11K $2.32M
TSLA
Tesla, Inc.

Consumer Cyclical
1K
+ 31.95%
$191.76 - $263.26 $192K - $263K
4.13K $1.08M
FHN
First Horizon Corp

Financial Services
29.6K
+ 128.44%
$14.63 - $17.45 $433K - $516K
52.6K $817K
DG
Dollar General Corp

Consumer Defensive
11.6K
+ 99.47%
$80.41 - $132.42 $933K - $1.54M
23.3K $1.97M
TSCO
Tractor Supply CO

Consumer Cyclical
596
+ 5.59%
$251.95 - $290.93 $150K - $173K
11.3K $3.27M
V
Visa Inc.

Financial Services
891
+ 7.92%
$253.74 - $291.56 $226K - $260K
12.1K $3.34M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
10.6K
+ 65.87%
$31.97 - $37.3 $338K - $394K
26.6K $952K
PFE
Pfizer Inc

Healthcare
9.55K
+ 9.15%
$27.7 - $31.39 $264K - $300K
114K $3.3M
JPM
Jpmorgan Chase & CO

Financial Services
207
+ 0.55%
$194.9 - $224.8 $40.3K - $46.5K
37.7K $7.95M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.86K
+ 3.61%
$36.98 - $41.55 $106K - $119K
82.2K $3.38M
Activity Summary
Buys All Purchases 145 New Holdings 17 Increased Positions 128 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 1 Puts 1
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