Allied Investment Advisors, LLC Reduced Holdings in Q4 2024

Allied Investment Advisors, LLC

  • $498 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VPU
Vanguard Utilities ETF

ETFs
-966
- 0.73%
$160.52 - $179.11 $155K - $173K
131K $21.5M
CAT
Caterpillar Inc

Industrials
-662
- 1.56%
$360.37 - $416.88 $239K - $276K
41.8K $15.2M
AAON
Aaon, Inc.

Industrials
-24.2K
- 16.34%
$106.25 - $140.75 $2.57M - $3.41M
124K $14.6M
OTIS
Otis Worldwide Corp

Industrials
-400
- 0.39%
$92.57 - $106.01 $37K - $42.4K
103K $9.55M
MDT
Medtronic PLC

Healthcare
-452
- 0.42%
$79.61 - $92.24 $36K - $41.7K
106K $8.5M
MMM
3 M CO

Industrials
-1.56K
- 1.94%
$124.74 - $137.12 $195K - $214K
78.8K $10.2M
MSFT
Microsoft Corp

Technology
-520
- 0.84%
$406.35 - $454.46 $211K - $236K
61.1K $25.8M
RTX
Raytheon Technologies Corp

Industrials
-95
- 0.09%
$114.45 - $127.21 $10.9K - $12.1K
103K $11.9M
MRK
Merck & Co., Inc.

Healthcare
-2.07K
- 16.87%
$96.31 - $114.76 $199K - $237K
10.2K $1.01M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-690
- 4.09%
$99.2 - $108.47 $68.4K - $74.8K
16.2K $1.61M
SBUX
Starbucks Corp

Consumer Cyclical
-75
- 1.06%
$87.44 - $102.5 $6.56K - $7.69K
6.99K $637K
IVV
Ishares Core S&P 500 ETF

ETFs
-23
- 3.35%
$570.51 - $610.59 $13.1K - $14K
663 $390K
VFH
Vanguard Financial ETF

ETFs
-195
- 4.84%
$108.87 - $126.2 $21.2K - $24.6K
3.83K $452K
C
Citigroup Inc

Financial Services
-18
- 0.5%
$61.31 - $72.5 $1.1K - $1.31K
3.57K $251K
AMZN
Amazon Com Inc

Consumer Cyclical
-96
- 3.84%
$180.88 - $232.93 $17.4K - $22.4K
2.4K $527K
USB
Us Bancorp \De\

Financial Services
-2.21K
- 0.98%
$43.98 - $53.66 $97.2K - $119K
224K $10.7M
STT
State Street Corp

Financial Services
-1.55K
- 1.3%
$85.96 - $100.78 $133K - $156K
117K $11.5M
GS
Goldman Sachs Group Inc

Financial Services
-1.21K
- 5.24%
$486.1 - $608.57 $588K - $736K
21.9K $12.5M
BAC
Bank Of America Corp

Financial Services
-1.21K
- 0.41%
$39.22 - $47.77 $47.6K - $57.9K
294K $12.9M
EMR
Emerson Electric CO

Industrials
-646
- 0.64%
$108.13 - $134.33 $69.9K - $86.8K
100K $12.4M
JPM
Jpmorgan Chase & CO

Financial Services
-2.91K
- 4.02%
$205.18 - $250.29 $598K - $729K
69.5K $16.7M
WFC
Wells Fargo & Company

Financial Services
-7.78K
- 3.78%
$54.98 - $77.35 $428K - $602K
198K $13.9M
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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