Allen Capital Group, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $829 Million distributed in 232 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $64.1M, First Tr ETF Viii Tcw Opportun with a value of $57.5M, Berkshire Hathaway Inc Class B with a value of $44M, ETF Ser Solution Distillate Us with a value of $37.6M, and Ishares Msci Intl Quality Fact with a value of $36.4M.
Examining the 13F form we can see an decrease of $26.2M in the current position value, from $855M to 829M.
Below you can find more details about Allen Capital Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$829 Million
ETFs: $538 Million
Technology: $80 Million
Financial Services: $79.9 Million
Consumer Cyclical: $28.2 Million
Communication Services: $22.1 Million
Healthcare: $19.8 Million
Energy: $18.9 Million
Industrials: $18.1 Million
Other: $23.8 Million
Stock Holdings Table Market Cap. of $200 Billions or more
