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
XYL
Xylem Inc.

Industrials
2.51K
+ 6.48%
$126.14 - $141.53 $317K - $355K
41.3K $5.57M
WDAY
Workday, Inc.

Technology
672
+ 9.92%
$207.75 - $264.68 $140K - $178K
7.45K $1.82M
MSFT
Microsoft Corp

Technology
1.48K
+ 7.32%
$395.15 - $467.56 $583K - $690K
21.6K $9.31M
OKE
Oneok Inc

Energy
211
+ 0.75%
$78.62 - $95.27 $16.6K - $20.1K
28.5K $2.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.98K
+ 16.41%
$41.9 - $48.26 $167K - $192K
28.2K $1.35M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
843
+ 0.68%
$44.65 - $47.21 $37.6K - $39.8K
125K $5.85M
CAT
Caterpillar Inc

Industrials
59
+ 1.42%
$316.8 - $391.12 $18.7K - $23.1K
4.22K $1.65M
BKNG
Booking Holdings Inc.

Consumer Cyclical
32
+ 6.26%
$3305.62 - $4268.05 $106K - $137K
543 $2.29M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
10.2K
+ 94.66%
$23.25 - $24.3 $237K - $247K
20.9K $504K
GOOG
Alphabet Inc.

Communication Services
1.8K
+ 50.6%
$149.54 - $192.66 $269K - $347K
5.35K $895K
MCD
Mcdonalds Corp

Consumer Cyclical
300
+ 12.13%
$245.82 - $304.51 $73.7K - $91.4K
2.77K $844K
SPTS
Spdr Portfolio Short Term Trea

ETFs
6.4K
+ 19.95%
$28.75 - $29.46 $184K - $188K
38.4K $1.13M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.46K
+ 5.08%
$46.9 - $51.96 $68.3K - $75.7K
30.1K $1.55M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.56K
+ 3.22%
$25.45 - $29.53 $39.7K - $46.1K
50K $1.46M
FANG
Diamondback Energy, Inc.

Energy
2.11K
+ 29.81%
$168.46 - $210.94 $356K - $446K
9.2K $1.59M
LOW
Lowes Companies Inc

Consumer Cyclical
349
+ 25.36%
$213.3 - $270.78 $74.4K - $94.5K
1.73K $467K
AVGO
Broadcom Inc.

Technology
5.92K
+ 980.93%
$136.27 - $1745.86 $806K - $10.3M
6.52K $1.12M
ITA
Ishares Tr

ETFs
348
+ 6.5%
$131.58 - $149.64 $45.8K - $52.1K
5.7K $853K
SHW
Sherwin Williams CO

Basic Materials
21
+ 1.27%
$294.65 - $384.0 $6.19K - $8.06K
1.67K $637K
FLV
American Centy ETF Tr Focused

ETFs
81
+ 0.43%
$62.57 - $69.96 $5.07K - $5.67K
18.8K $1.31M
LLY
Eli Lilly & CO

Healthcare
176
+ 25.58%
$772.14 - $960.02 $136K - $169K
864 $765K
PM
Philip Morris International Inc.

Consumer Defensive
761
+ 34.06%
$101.25 - $127.45 $77.1K - $97K
3K $363K
PG
Procter & Gamble CO

Consumer Defensive
414
+ 5.13%
$160.76 - $177.82 $66.6K - $73.6K
8.48K $1.47M
ZTS
Zoetis Inc.

Healthcare
467
+ 23.36%
$172.58 - $196.48 $80.6K - $91.8K
2.47K $481K
NOW
Service Now, Inc.

Technology
94
+ 20.94%
$730.87 - $937.36 $68.7K - $88.1K
543 $485K
T
At&T Inc.

Communication Services
3.55K
+ 20.76%
$18.21 - $22.28 $64.6K - $79.1K
20.6K $454K
AMZN
Amazon Com Inc

Consumer Cyclical
1.77K
+ 5.89%
$161.02 - $200.0 $285K - $354K
31.8K $5.92M
MA
Mastercard Inc

Financial Services
152
+ 17.88%
$429.6 - $500.99 $65.3K - $76.2K
1K $494K
DHR
Danaher Corp

Healthcare
297
+ 24.3%
$239.25 - $280.76 $71.1K - $83.4K
1.52K $422K
ABBV
Abb Vie Inc.

Healthcare
279
+ 12.9%
$163.84 - $199.33 $45.7K - $55.6K
2.44K $482K
AMD
Advanced Micro Devices Inc

Technology
656
+ 36.0%
$128.67 - $183.96 $84.4K - $121K
2.48K $406K
MS
Morgan Stanley

Financial Services
886
+ 37.21%
$92.07 - $106.96 $81.6K - $94.8K
3.27K $340K
SPY
Spdr S&P 500 ETF Trust

ETFs
123
+ 11.37%
$517.38 - $573.86 $63.6K - $70.6K
1.21K $691K
BSCU
Invesco Exc Self Ind Tr

ETFs
5.43K
+ 46.38%
$16.19 - $17.05 $87.9K - $92.6K
17.1K $290K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
4.88K
+ 46.56%
$18.12 - $18.92 $88.5K - $92.4K
15.4K $289K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
4.46K
+ 40.43%
$19.92 - $20.67 $88.9K - $92.2K
15.5K $318K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.65K
+ 40.54%
$19.2 - $19.82 $89.2K - $92.1K
16.1K $317K
GLD
Spdr Gold Trust

ETFs
58
+ 1.98%
$215.56 - $246.98 $12.5K - $14.3K
2.98K $724K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.67K
+ 40.61%
$19.2 - $19.63 $89.7K - $91.7K
16.2K $316K
ABT
Abbott Laboratories

Healthcare
471
+ 11.13%
$100.07 - $118.13 $47.1K - $55.6K
4.7K $535K
SCHG
Schwab Strategic Tr Us Large C

ETFs
161
+ 0.79%
$92.63 - $105.69 $14.9K - $17K
20.5K $2.14M
PEP
Pepsico Inc

Consumer Defensive
445
+ 23.23%
$161.9 - $179.3 $72K - $79.8K
2.36K $401K
GD
General Dynamics Corp

Industrials
204
+ 14.73%
$279.51 - $308.09 $57K - $62.9K
1.59K $480K
COST
Costco Wholesale Corp

Consumer Defensive
73
+ 18.07%
$801.83 - $917.05 $58.5K - $66.9K
477 $422K
MDLZ
Mondelez International, Inc.

Consumer Defensive
647
+ 18.41%
$64.35 - $75.71 $41.6K - $49K
4.16K $306K
CMI
Cummins Inc

Industrials
57
+ 5.18%
$266.63 - $326.4 $15.2K - $18.6K
1.16K $374K
MO
Altria Group, Inc.

Consumer Defensive
568
+ 7.69%
$45.95 - $54.71 $26.1K - $31.1K
7.96K $406K
CRM
Salesforce, Inc.

Technology
205
+ 25.09%
$238.42 - $276.53 $48.9K - $56.7K
1.02K $279K
NEM
Newmont Corp

Basic Materials
167
+ 3.24%
$41.65 - $55.85 $6.96K - $9.33K
5.32K $284K
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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