Allied Investment Advisors, LLC Incresed Positions in Q1 2025

Allied Investment Advisors, LLC

  • $526 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VHT
Vanguard Health Care ETF

ETFs
9.42K
+ 6.87%
$254.06 - $273.83 $2.39M - $2.58M
147K $38.5M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
39.7K
+ 249.37%
$63.07 - $73.5 $2.51M - $2.92M
55.7K $3.95M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
76.4K
+ 5.25%
$27.01 - $28.54 $2.06M - $2.18M
1.53M $42.2M
JNJ
Johnson & Johnson

Healthcare
6.44K
+ 10.31%
$142.06 - $167.7 $915K - $1.08M
68.9K $11.4M
SHEL
Shell PLC

Energy
7.94K
+ 4.57%
$62.84 - $73.29 $499K - $582K
182K $13.2M
CVX
Chevron Corp

Energy
3.27K
+ 4.3%
$146.71 - $167.97 $480K - $550K
79.4K $13.3M
ABT
Abbott Laboratories

Healthcare
3.49K
+ 4.03%
$111.1 - $140.22 $388K - $489K
90.1K $11.9M
RTX
Raytheon Technologies Corp

Industrials
2.94K
+ 2.86%
$114.1 - $135.66 $335K - $399K
106K $14M
XOM
Exxon Mobil Corp

Energy
6.88K
+ 6.34%
$105.44 - $118.93 $725K - $818K
115K $13.7M
MDT
Medtronic PLC

Healthcare
9K
+ 8.46%
$79.84 - $94.5 $719K - $851K
115K $10.4M
MMM
3 M CO

Industrials
2.18K
+ 2.77%
$129.7 - $155.12 $283K - $339K
80.9K $11.9M
VPU
Vanguard Utilities ETF

ETFs
5.81K
+ 4.43%
$161.24 - $173.33 $937K - $1.01M
137K $23.2M
DE
Deere & CO

Industrials
527
+ 2.0%
$408.57 - $509.27 $215K - $268K
26.9K $12.6M
KMB
Kimberly Clark Corp

Consumer Defensive
4.57K
+ 6.56%
$124.46 - $147.4 $568K - $673K
74.2K $10.5M
PEP
Pepsico Inc

Consumer Defensive
7.76K
+ 13.82%
$142.64 - $156.42 $1.11M - $1.21M
63.9K $9.58M
PG
Procter & Gamble CO

Consumer Defensive
3.75K
+ 6.03%
$158.56 - $176.26 $594K - $661K
65.9K $11.2M
PFE
Pfizer Inc

Healthcare
41.1K
+ 15.66%
$25.01 - $27.13 $1.03M - $1.12M
304K $7.7M
SYY
Sysco Corp

Consumer Defensive
11.6K
+ 9.15%
$70.0 - $77.13 $809K - $891K
138K $10.3M
JPM
Jpmorgan Chase & CO

Financial Services
643
+ 0.93%
$225.19 - $279.95 $145K - $180K
70.2K $17.2M
TTE
Total Energies Se

Energy
7.88K
+ 5.04%
N/A
164K $11.3M
VTV
Vanguard Value ETF

ETFs
2.25K
+ 127.43%
$167.73 - $179.21 $378K - $404K
4.02K $686K
SPY
Spdr S&P 500 ETF Trust

ETFs
218
+ 23.34%
$551.42 - $612.93 $120K - $134K
1.15K $644K
LMT
Lockheed Martin Corp

Industrials
1.83K
+ 9.77%
$423.19 - $506.29 $774K - $926K
20.5K $9.18M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
68
+ 0.42%
$97.38 - $104.52 $6.62K - $7.11K
16.3K $1.64M
SCHV
Schwab Strategic Tr Us Large C

ETFs
29
+ 0.24%
$25.77 - $27.6 $747 - $800
12.2K $320K
WMT
Walmart Inc.

Consumer Defensive
161
+ 0.85%
$84.5 - $105.05 $13.6K - $16.9K
19.2K $1.68M
AMZN
Amazon Com Inc

Consumer Cyclical
31
+ 1.29%
$190.26 - $242.06 $5.9K - $7.5K
2.43K $463K
NVDA
Nvidia Corp

Technology
435
+ 9.34%
$106.98 - $149.43 $46.5K - $65K
5.09K $551K
BAC
Bank Of America Corp

Financial Services
13.1K
+ 4.43%
$39.61 - $47.74 $517K - $623K
307K $12.8M
LOW
Lowes Companies Inc

Consumer Cyclical
2.6K
+ 4.93%
$222.66 - $268.42 $578K - $697K
55.2K $12.9M
GOOGL
Alphabet Inc.

Communication Services
101
+ 2.81%
$154.33 - $206.19 $15.6K - $20.8K
3.7K $571K
DEO
Diageo PLC

Consumer Defensive
11.3K
+ 17.72%
$104.79 - $126.12 $1.18M - $1.42M
74.8K $7.84M
GS
Goldman Sachs Group Inc

Financial Services
228
+ 1.04%
$524.81 - $672.19 $120K - $153K
22.1K $12.1M
STT
State Street Corp

Financial Services
3.91K
+ 3.34%
$84.47 - $102.23 $330K - $400K
121K $10.8M
USB
Us Bancorp \De\

Financial Services
11K
+ 4.89%
$40.92 - $50.9 $448K - $558K
235K $9.92M
FDX
Fedex Corp

Industrials
2.64K
+ 6.47%
$230.33 - $281.53 $608K - $744K
43.4K $10.6M
CAT
Caterpillar Inc

Industrials
1.22K
+ 2.91%
$326.75 - $407.63 $398K - $496K
43K $14.2M
TGT
Target Corp

Consumer Defensive
8.61K
+ 14.13%
$103.65 - $142.5 $893K - $1.23M
69.6K $7.26M
EMR
Emerson Electric CO

Industrials
3.22K
+ 3.2%
$108.64 - $131.17 $349K - $422K
104K $11.4M
MSFT
Microsoft Corp

Technology
1.31K
+ 2.14%
$375.39 - $447.2 $492K - $586K
62.4K $23.4M
Activity Summary
Buys All Purchases 50 New Holdings 9 Increased Positions 41 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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