M.E. Allison & Co., Inc. has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $90.7 Billion distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Divid Value ETF with a value of $3.8B, Spdr S&P 500 ETF Trust with a value of $3.64B, Capital Group Growth ETF Shs C with a value of $3.1B, J P Morgan Exchange Traded Fd with a value of $2.65B, and Janus Detroit Str Tr Janus Hen with a value of $2.6B.

Examining the 13F form we can see an increase of $90.7B in the current position value.

M.E. Allison & Co., Inc. is based out at San Antonio, TX

Below you can find more details about M.E. Allison & Co., Inc. portfolio as well as his latest detailed transactions.

Portfolio value $90.7 Billion
ETFs: $36.8 Billion
Technology: $10.5 Billion
Financial Services: $9.35 Billion
Consumer Defensive: $7 Billion
Consumer Cyclical: $6.48 Billion
Healthcare: $5.15 Billion
Industrials: $3.84 Billion
Energy: $3.34 Billion
Other: $4.4 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $90.7 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 143 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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