Bruce G. Allen Investments, LLC has filed its 13F form on January 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $123 Billion distributed in 1090 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Msci Eafe Value ETF with a value of $16.9B, Vanguard Value ETF with a value of $11.6B, Schwab Fundamental U S Large C with a value of $8.17B, Schwab Strategic Tr Us Dividen with a value of $7.7B, and Schwab Fundamental Intl Large with a value of $7.69B.
Examining the 13F form we can see an decrease of $5.54B in the current position value, from $129B to 123B.
Also it can be appreciated an additional of 42 stocks purchases and 1 closed positions.
Bruce G. Allen Investments, LLC is based out at Denver, CO
Below you can find more details about Bruce G. Allen Investments, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$123 Billion
ETFs: $75.6 Billion
Financial Services: $13.3 Billion
Technology: $6.73 Billion
Healthcare: $5.32 Billion
Industrials: $4.81 Billion
Consumer Defensive: $3.96 Billion
Energy: $2.96 Billion
Consumer Cyclical: $2.75 Billion
Other: $6.07 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
