Allied Investment Advisors, LLC Incresed Positions in Q4 2024

Allied Investment Advisors, LLC

  • $498 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
976
+ 1.18%
$221.69 - $259.02 $216K - $253K
83.7K $21M
COST
Costco Wholesale Corp

Consumer Defensive
508
+ 42.72%
$873.59 - $994.69 $444K - $505K
1.7K $1.55M
WMT
Walmart Inc.

Consumer Defensive
2.02K
+ 11.87%
$79.1 - $95.7 $159K - $193K
19K $1.72M
FDX
Fedex Corp

Industrials
119
+ 0.29%
$260.5 - $305.15 $31K - $36.3K
40.8K $11.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
750
+ 24.61%
$442.29 - $483.08 $332K - $362K
3.8K $1.72M
DE
Deere & CO

Industrials
217
+ 0.83%
$389.45 - $466.0 $84.5K - $101K
26.3K $11.2M
TTE
Total Energies Se

Energy
3.59K
+ 2.36%
N/A
156K $10.7M
GOOGL
Alphabet Inc.

Communication Services
800
+ 28.57%
$161.86 - $196.66 $129K - $157K
3.6K $681K
ABT
Abbott Laboratories

Healthcare
1.84K
+ 2.17%
$111.93 - $119.39 $206K - $219K
86.6K $9.79M
FIBK
First Interstate Bancsystem Inc

Financial Services
3.27K
+ 32.03%
$29.32 - $35.47 $95.9K - $116K
13.5K $437K
GBCI
Glacier Bancorp, Inc.

Financial Services
500
+ 3.37%
$44.09 - $58.89 $22K - $29.4K
15.3K $769K
ABBV
Abb Vie Inc.

Healthcare
565
+ 44.31%
$164.99 - $203.87 $93.2K - $115K
1.84K $326K
ORCL
Oracle Corp

Technology
371
+ 21.76%
$165.41 - $192.43 $61.4K - $71.4K
2.08K $345K
CVX
Chevron Corp

Energy
1.57K
+ 2.11%
$141.15 - $162.53 $222K - $255K
76.1K $11M
MCD
Mcdonalds Corp

Consumer Cyclical
204
+ 19.01%
$288.47 - $316.54 $58.8K - $64.6K
1.28K $370K
IBM
International Business Machines Corp

Technology
200
+ 3.84%
$204.9 - $238.04 $41K - $47.6K
5.4K $1.19M
SYY
Sysco Corp

Consumer Defensive
2.98K
+ 2.41%
$73.63 - $81.77 $219K - $243K
126K $9.66M
SPY
Spdr S&P 500 ETF Trust

ETFs
15
+ 1.63%
$567.81 - $607.81 $8.52K - $9.12K
934 $547K
HD
Home Depot, Inc.

Consumer Cyclical
125
+ 7.06%
$385.02 - $431.37 $48.1K - $53.9K
1.9K $737K
META
Meta Platforms, Inc.

Communication Services
18
+ 3.82%
$554.08 - $632.68 $9.97K - $11.4K
489 $288K
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.1K
+ 200.0%
$25.79 - $80.4 $209K - $651K
12.2K $316K
LLY
Eli Lilly & CO

Healthcare
18
+ 7.14%
$727.2 - $932.06 $13.1K - $16.8K
270 $208K
PG
Procter & Gamble CO

Consumer Defensive
587
+ 0.95%
$161.05 - $179.7 $94.5K - $105K
62.1K $10.4M
SHEL
Shell PLC

Energy
1.39K
+ 0.81%
$60.63 - $70.23 $84.5K - $97.9K
174K $10.9M
PFE
Pfizer Inc

Healthcare
3.53K
+ 1.36%
$24.8 - $30.19 $87.6K - $107K
263K $6.97M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
978K
+ 204.77%
$26.93 - $84.95 $26.3M - $83M
1.45M $39.7M
DEO
Diageo PLC

Consumer Defensive
1.52K
+ 2.45%
$118.0 - $139.88 $179K - $213K
63.6K $8.08M
KMB
Kimberly Clark Corp

Consumer Defensive
1.05K
+ 1.54%
$130.37 - $146.09 $137K - $154K
69.6K $9.12M
PEP
Pepsico Inc

Consumer Defensive
1.27K
+ 2.31%
$151.29 - $176.1 $191K - $223K
56.1K $8.53M
XOM
Exxon Mobil Corp

Energy
1.81K
+ 1.7%
$105.51 - $125.37 $191K - $227K
108K $11.7M
JNJ
Johnson & Johnson

Healthcare
799
+ 1.3%
$143.34 - $165.86 $115K - $133K
62.5K $9.03M
TGT
Target Corp

Consumer Defensive
813
+ 1.35%
$121.59 - $160.69 $98.9K - $131K
60.9K $8.24M
LOW
Lowes Companies Inc

Consumer Cyclical
37
+ 0.07%
$244.52 - $284.07 $9.05K - $10.5K
52.6K $13M
LMT
Lockheed Martin Corp

Industrials
89
+ 0.48%
$479.66 - $614.62 $42.7K - $54.7K
18.7K $9.09M
VHT
Vanguard Health Care ETF

ETFs
2.36K
+ 1.75%
$250.81 - $283.3 $591K - $668K
137K $34.8M
Activity Summary
Buys All Purchases 42 New Holdings 6 Increased Positions 36 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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