Allen Wealth Management, LLC Sells in Q4 2024

Allen Wealth Management, LLC

  • $140 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
-122
- 0.08%
$168.32 - $181.87 $20.5K - $22.2K
154K $26B
XOM
Exxon Mobil Corp

Energy
-1.38K
- 2.42%
$105.51 - $125.37 $145K - $173K
55.4K $5.96B
DOW
Dow Inc.

Basic Materials
-1.53K
- 4.22%
$39.1 - $55.34 $59.7K - $84.6K
34.7K $1.39B
PFE
Pfizer Inc

Healthcare
-11.7K
- 11.83%
$24.8 - $30.19 $290K - $353K
87.2K $2.31B
CAT
Caterpillar Inc

Industrials
-740
- 15.68%
$360.37 - $416.88 $267K - $308K
3.98K $1.44B
MRK
Merck & Co., Inc.

Healthcare
-78
- 0.32%
$96.31 - $114.76 $7.51K - $8.95K
23.9K $2.38B
HMC
Honda Motor CO LTD

Consumer Cyclical
-1.32K
- 2.36%
$23.7 - $32.62 $31.4K - $43.2K
54.9K $1.57B
UL
Unilever PLC

Consumer Defensive
-599
- 2.98%
$56.7 - $64.64 $34K - $38.7K
19.5K $1.11B
AMGN
Amgen Inc

Healthcare
-69
- 2.44%
$258.78 - $328.31 $17.9K - $22.7K
2.76K $719M
KO
Coca Cola CO

Consumer Defensive
-450
- 2.65%
$61.74 - $71.71 $27.8K - $32.3K
16.6K $1.03B
MSFT
Microsoft Corp

Technology
-346
- 15.15%
$406.35 - $454.46 $141K - $157K
1.94K $817M
CVS
Cvs Health Corp

Healthcare
-1.2K
- 19.6%
$43.78 - $67.46 $52.4K - $80.8K
4.92K $221M
ENR
Energizer Holdings, Inc.

Industrials
-6K
- 36.71%
$31.03 - $39.39 $186K - $236K
10.3K $361M
NVS
Novartis Ag

Healthcare
-414
- 7.15%
$96.78 - $117.18 $40.1K - $48.5K
5.37K $523M
JNJ
Johnson & Johnson

Healthcare
-407
- 11.41%
$143.34 - $165.86 $58.3K - $67.5K
3.16K $457M
PG
Procter & Gamble CO

Consumer Defensive
-479
- 9.36%
$161.05 - $179.7 $77.1K - $86.1K
4.64K $778M
NTR
Nutrien Ltd.

Basic Materials
-124
- 0.42%
$44.04 - $50.78 $5.46K - $6.3K
29.3K $1.31B
SBUX
Starbucks Corp

Consumer Cyclical
-136
- 1.17%
$87.44 - $102.5 $11.9K - $13.9K
11.5K $1.05B
PEP
Pepsico Inc

Consumer Defensive
-196
- 12.49%
$151.29 - $176.1 $29.7K - $34.5K
1.37K $209M
VZ
Verizon Communications Inc

Communication Services
-400
- 5.75%
$39.6 - $45.21 $15.8K - $18.1K
6.55K $262M
GD
General Dynamics Corp

Industrials
-20
- 1.79%
$260.28 - $314.03 $5.21K - $6.28K
1.1K $289M
TROW
Price T Rowe Group Inc

Financial Services
-100
- 3.38%
$106.48 - $124.69 $10.6K - $12.5K
2.86K $323M
BK
Bank Of New York Mellon Corp

Financial Services
-1.48K
- 5.87%
$70.82 - $81.87 $105K - $121K
23.8K $1.83B
FDX
Fedex Corp

Industrials
-5
- 0.2%
$260.5 - $305.15 $1.3K - $1.53K
2.55K $717M
BAC
Bank Of America Corp

Financial Services
-210
- 2.85%
$39.22 - $47.77 $8.24K - $10K
7.15K $314M
WMT
Walmart Inc.

Consumer Defensive
-425
- 5.67%
$79.1 - $95.7 $33.6K - $40.7K
7.08K $639M
V
Visa Inc.

Financial Services
-299
- 8.61%
$273.87 - $320.91 $81.9K - $96K
3.17K $1B
JPM
Jpmorgan Chase & CO

Financial Services
-10
- 0.32%
$205.18 - $250.29 $2.05K - $2.5K
3.12K $748M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-367
- 3.26%
$172.07 - $207.36 $63.1K - $76.1K
10.9K $2.15B
CSCO
Cisco Systems, Inc.

Technology
-1.68K
- 2.98%
$52.45 - $60.02 $87.9K - $101K
54.5K $3.23B
C
Citigroup Inc

Financial Services
-51
- 0.16%
$61.31 - $72.5 $3.13K - $3.7K
31.1K $2.19B
Activity Summary
Buys All Purchases 20 New Holdings 2 Increased Positions 18 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Allen Wealth Management, LLC Portfolio

Follow Allen Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allen Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allen Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email