Allegiance Financial Group Advisory Services LLC Purchases in Q3 2025

Allegiance Financial Group Advisory Services LLC

  • $435 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
13.6K
+ 10.35%
$303.93 - $329.86 $4.13M - $4.48M
145K $47.6B
AVLV
American Centy ETF Tr Avantis
49K
+ 9.42%
$68.33 - $72.69 $3.35M - $3.56M
569K $41.1B
AVDV
American Centy ETF Tr Avantis

ETFs
16.3K
+ 5.38%
$79.24 - $89.03 $1.29M - $1.45M
319K $28.4B
DFAU
Dimensional ETF Tr

ETFs
57.7K
+ 11.98%
$42.42 - $45.96 $2.45M - $2.65M
539K $24.7B
AVUV
American Centy ETF Tr Avantis

ETFs
21.2K
+ 10.58%
$90.37 - $102.12 $1.92M - $2.17M
222K $22.1B
AVIG
American Centy ETF Tr Avantis

ETFs
67.8K
+ 15.53%
$41.02 - $42.32 $2.78M - $2.87M
504K $21.2B
DFSD
Dimensional ETF Tr Short Durat

ETFs
57.6K
+ 15.39%
$47.86 - $48.43 $2.76M - $2.79M
432K $20.8B
AVIV
American Centy ETF Tr Avantis
22.6K
+ 9.03%
$61.83 - $67.44 $1.4M - $1.53M
273K $18.4B
IDEV
Ishares Core Msci Intl Develop

ETFs
19.9K
+ 10.21%
$74.68 - $80.26 $1.48M - $1.59M
214K $17.2B
DFAI
Dimensional ETF Tr

ETFs
44.1K
+ 10.34%
$34.05 - $36.55 $1.5M - $1.61M
470K $17.1B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
45K
+ 11.25%
$37.14 - $37.85 $1.67M - $1.7M
445K $16.8B
AVRE
American Centy ETF Tr Avantis
35K
+ 14.03%
$43.53 - $45.34 $1.53M - $1.59M
285K $12.7B
AVES
American Centy ETF Tr Avantis

ETFs
15.7K
+ 10.13%
$53.51 - $57.96 $838K - $908K
170K $9.77B
IEMG
Ishares Inc

ETFs
9.48K
+ 10.09%
N/A
103K $6.81B
RBLX
Roblox Corp

Communication Services
6.13K
+ 65.66%
$100.65 - $141.56 $617K - $868K
15.5K $2.14B
MSFT
Microsoft Corp

Technology
180
+ 0.46%
$491.09 - $535.64 $88.4K - $96.4K
38.9K $20.2B
AMZN
Amazon Com Inc

Consumer Cyclical
2.72K
+ 105.39%
$211.65 - $238.24 $575K - $647K
5.29K $1.16B
TSLA
Tesla, Inc.

Consumer Cyclical
921
+ 88.64%
$293.94 - $444.72 $271K - $410K
1.96K $872M
META
Meta Platforms, Inc.

Communication Services
650
New
$695.21 - $791.73 $452K - $515K
650 $478M
VZ
Verizon Communications Inc

Communication Services
9.49K
New
$40.84 - $45.06 $387K - $427K
9.49K $417M
NVDA
Nvidia Corp

Technology
532
+ 5.34%
$153.3 - $186.58 $81.6K - $99.3K
10.5K $1.96B
INTC
Intel Corp

Technology
5.45K
+ 34.62%
$19.31 - $35.5 $105K - $193K
21.2K $711M
HD
Home Depot, Inc.

Consumer Cyclical
880
New
$357.4 - $423.42 $315K - $373K
880 $357M
PCG
Pg&E Corp

Utilities
23K
New
$13.0 - $15.73 $300K - $362K
23K $348M
IBM
International Business Machines Corp

Technology
1.19K
New
$234.77 - $292.47 $280K - $349K
1.19K $337M
WMT
Walmart Inc.

Consumer Defensive
3.08K
New
$94.4 - $104.27 $290K - $321K
3.08K $317M
ZM
Zoom Video Communications, Inc.

Technology
3.76K
New
$69.77 - $86.83 $262K - $327K
3.76K $310M
UBER
Uber Technologies, Inc

Technology
1.63K
+ 5.22%
$86.91 - $99.57 $142K - $162K
32.9K $3.22B
MEDP
Medpace Holdings, Inc.

Healthcare
591
New
$308.88 - $514.16 $183K - $304K
591 $304M
EIX
Edison International

Utilities
5.46K
New
$50.42 - $56.35 $275K - $307K
5.46K $302M
ADBE
Adobe Inc.

Technology
796
New
$333.65 - $392.1 $266K - $312K
796 $281M
CVX
Chevron Corp

Energy
1.75K
New
$145.57 - $161.83 $254K - $283K
1.75K $271M
CHWY
Chewy, Inc.

Consumer Cyclical
6.39K
New
$34.27 - $42.33 $219K - $270K
6.39K $258M
BBY
Best Buy CO Inc

Consumer Cyclical
3.36K
New
$64.12 - $78.46 $216K - $264K
3.36K $257M
NBIX
Neurocrine Biosciences Inc

Healthcare
1.78K
New
$123.98 - $146.67 $221K - $262K
1.78K $250M
PEP
Pepsico Inc

Consumer Defensive
1.66K
+ 89.94%
$133.81 - $152.16 $222K - $253K
3.51K $493M
PLTR
Palantir Technologies Inc.

Technology
560
+ 18.19%
$130.68 - $186.97 $73.2K - $105K
3.64K $664M
SPY
Spdr S&P 500 ETF Trust

ETFs
108
+ 3.12%
$617.65 - $666.84 $66.7K - $72K
3.57K $2.39B
UNH
Unitedhealth Group Inc

Healthcare
675
New
$237.77 - $353.61 $160K - $239K
675 $233M
Arista Networks Inc
1.55K
New
N/A
1.55K $225M
LOB
Live Oak Bancshares, Inc.

Financial Services
6.32K
New
$30.54 - $38.72 $193K - $245K
6.32K $223M
BAH
Booz Allen Hamilton Holding Corp

Industrials
2.22K
New
$97.53 - $115.95 $216K - $257K
2.22K $222M
FTI
Technip Fmc PLC

Energy
5.46K
New
$32.19 - $40.89 $176K - $223K
5.46K $215M
DAL
Delta Air Lines, Inc.

Industrials
3.78K
New
$49.0 - $61.97 $185K - $234K
3.78K $215M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
462
New
$311.12 - $482.13 $144K - $223K
462 $211M
CEG
Constellation Energy Corp

Utilities
633
New
$298.82 - $354.89 $189K - $225K
633 $208M
BAC
Bank Of America Corp

Financial Services
3.96K
New
$44.92 - $52.42 $178K - $208K
3.96K $205M
RE
Everest Re Group LTD

Financial Services
584
New
N/A
584 $205M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
3.77K
New
$52.62 - $61.93 $199K - $234K
3.77K $204M
Activity Summary
Buys All Purchases 87 New Holdings 27 Increased Positions 60 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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