Bruce G. Allen Investments, LLC Incresed Positions in Q4 2024

Bruce G. Allen Investments, LLC

  • $123 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WPC
W. P. Carey Inc.

Real Estate
293
+ 24.87%
$53.44 - $61.33 $15.7K - $18K
1.47K $80.1M
OXY
Occidental Petroleum Corp

Energy
139
+ 185.33%
$45.36 - $55.91 $6.31K - $7.77K
214 $10.6M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
15
+ 375.0%
$338.38 - $446.21 $5.08K - $6.69K
19 $8.26M
VST
Vistra Corp.

Utilities
32
+ 27.83%
$115.74 - $166.61 $3.7K - $5.33K
147 $20.3M
GPN
Global Payments Inc

Industrials
3
+ 0.47%
$97.57 - $119.38 $293 - $358
648 $72.6M
UNP
Union Pacific Corp

Industrials
136
+ 10.2%
$223.15 - $249.32 $30.3K - $33.9K
1.47K $335M
DE
Deere & CO

Industrials
12
+ 5.77%
$389.45 - $466.0 $4.67K - $5.59K
220 $93.2M
BA
Boeing CO

Industrials
17
+ 13.39%
$138.14 - $180.72 $2.35K - $3.07K
144 $25.5M
WSM
Williams Sonoma Inc

Consumer Cyclical
31
+ 1550.0%
$129.13 - $198.21 $4K - $6.14K
33 $6.11M
YUM
Yum Brands Inc

Consumer Cyclical
61
+ 13.83%
$130.36 - $139.54 $7.95K - $8.51K
502 $67.3M
CBRE
Cbre Group, Inc.

Real Estate
12
+ 1.98%
$119.22 - $140.71 $1.43K - $1.69K
617 $81M
Natwest Group PLC Spons Adr
336
+ 11.94%
N/A
3.15K $32M
DELL
Dell Technologies Inc.

Technology
47
+ 156.67%
$111.96 - $144.21 $5.26K - $6.78K
77 $8.87M
DG
Dollar General Corp

Consumer Defensive
161
+ 20.33%
$73.27 - $84.47 $11.8K - $13.6K
953 $72.3M
SLF
Sun Life Financial Inc

Financial Services
18
+ 0.59%
$55.43 - $62.69 $998 - $1.13K
3.07K $182M
SLB
Schlumberger Limited

Energy
148
+ 65.2%
$36.83 - $45.59 $5.45K - $6.75K
375 $14.4M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
125
+ 8.67%
$19.11 - $24.18 $2.39K - $3.02K
1.57K $35.5M
ZM
Zoom Video Communications, Inc.

Technology
47
+ 77.05%
$67.21 - $89.03 $3.16K - $4.18K
108 $8.81M
CCL
Carnival Corp

Consumer Cyclical
38
+ 7.72%
$17.34 - $26.8 $659 - $1.02K
530 $13.2M
AON
Aon PLC

Financial Services
5
+ 2.94%
$344.14 - $393.31 $1.72K - $1.97K
175 $62.9M
ABC
Amerisourcebergen Corp

Healthcare
18
+ 15.79%
N/A
132 $29.7M
GIS
General Mills Inc

Consumer Defensive
123
+ 31.22%
$62.78 - $74.62 $7.72K - $9.18K
517 $33M
ENB
Enbridge Inc

Energy
62
+ 9.14%
$40.4 - $43.92 $2.5K - $2.72K
740 $31.4M
FDS
Factset Research Systems Inc

Financial Services
1
+ 0.64%
$449.69 - $495.72 $450 - $496
157 $75.4M
IBM
International Business Machines Corp

Technology
21
+ 2.49%
$204.9 - $238.04 $4.3K - $5K
865 $190M
OKTA
Okta, Inc.

Technology
41
+ 43.16%
$71.81 - $86.11 $2.94K - $3.53K
136 $10.7M
LPLA
Lpl Financial Holdings Inc.

Financial Services
10
+ 250.0%
$229.85 - $335.91 $2.3K - $3.36K
14 $4.57M
CTVA
Corteva, Inc.

Basic Materials
76
+ 20.11%
$55.21 - $64.13 $4.2K - $4.87K
454 $25.9M
Brookfield Corp Cl A LTD Vt Sh
38
+ 13.19%
N/A
326 $18.7M
ALGN
Align Technology Inc

Healthcare
16
+ 1600.0%
$205.03 - $245.32 $3.28K - $3.93K
17 $3.55M
RMD
Resmed Inc

Healthcare
16
+ 42.11%
$228.69 - $256.07 $3.66K - $4.1K
54 $12.3M
COIN
Coinbase Global, Inc.

Technology
5
+ 19.23%
$163.17 - $343.62 $816 - $1.72K
31 $7.7M
APA
Apa Corp

Energy
133
+ 380.0%
$20.47 - $27.07 $2.72K - $3.6K
168 $3.88M
DGX
Quest Diagnostics Inc

Healthcare
22
+ 23.4%
N/A
116 $17.5M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
214
+ 1070.0%
$9.71 - $15.34 $2.08K - $3.28K
234 $3.11M
CHK
Chesapeake Energy Corp

Energy
25
+ 113.64%
$81.46 - $87.57 $2.04K - $2.19K
47 $4.68M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
43
+ 9.05%
$16.43 - $22.77 $706 - $979
518 $11.4M
Jacobs Solutions Inc Com
15
+ 7.11%
N/A
226 $30.2M
WM
Waste Management Inc

Industrials
15
+ 19.23%
$201.79 - $228.46 $3.03K - $3.43K
93 $18.8M
CHTR
Charter Communications, Inc.

Communication Services
5
+ 11.63%
$315.38 - $408.02 $1.58K - $2.04K
48 $16.5M
WTW
Willis Towers Watson PLC

Financial Services
5
+ 10.64%
$287.99 - $332.53 $1.44K - $1.66K
52 $16.3M
AJG
Arthur J. Gallagher & Co.

Financial Services
7
+ 3.87%
$278.49 - $315.16 $1.95K - $2.21K
188 $53.4M
MT
Arcelor Mittal

Basic Materials
124
+ 76.07%
$22.93 - $26.51 $2.84K - $3.29K
287 $6.64M
ETR
Entergy Corp

Utilities
114
+ 100.0%
$73.19 - $156.4 $8.34K - $17.8K
228 $17.3M
Corpay Inc Com Shs
5
+ 29.41%
N/A
22 $7.45M
AGCO
Agco Corp

Industrials
24
+ 64.86%
$89.46 - $101.89 $2.15K - $2.45K
61 $5.7M
IWR
Ishares Russell Mid Cap ETF

ETFs
12
+ 0.35%
$87.25 - $95.52 $1.05K - $1.15K
3.48K $307M
K
Kellogg CO

Consumer Defensive
24
+ 14.72%
$80.34 - $81.29 $1.93K - $1.95K
187 $15.1M
D
Dominion Energy, Inc

Utilities
117
+ 10.49%
$52.63 - $60.92 $6.16K - $7.13K
1.23K $66.4M
Activity Summary
Buys All Purchases 332 New Holdings 42 Increased Positions 290 Sells All Sells 299 Reductions 298 Sold out 1 Options Calls 0 Puts 0
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