Allegiance Financial Group Advisory Services LLC Purchases in Q2 2025

Allegiance Financial Group Advisory Services LLC

  • $378 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MNST
Monster Beverage Corp

Consumer Defensive
3.78K
New
$55.01 - $64.24 $208K - $243K
3.78K $237M
A
Agilent Technologies, Inc.

Healthcare
1.95K
New
$99.29 - $120.52 $194K - $235K
1.95K $230M
HAL
Halliburton CO

Energy
11K
New
$19.26 - $25.7 $213K - $284K
11K $225M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.96K
+ 9.44%
$72.02 - $73.82 $213K - $218K
34.2K $2.52B
AME
Ametek Inc

Industrials
1.21K
New
$151.41 - $182.75 $183K - $221K
1.21K $219M
VRT
Vertiv Holdings CO

Industrials
1.67K
New
N/A
1.67K $214M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.24K
New
$136.63 - $176.62 $169K - $219K
1.24K $209M
DASH
Door Dash, Inc.

Communication Services
317
+ 16.17%
$163.16 - $246.51 $51.7K - $78.1K
2.28K $561M
DINO
Hf Sinclair Corp

Energy
4.94K
New
$25.91 - $41.85 $128K - $207K
4.94K $203M
DVN
Devon Energy Corp

Energy
6.3K
New
$26.8 - $37.92 $169K - $239K
6.3K $200M
PLTR
Palantir Technologies Inc.

Technology
162
+ 5.55%
$74.01 - $144.25 $12K - $23.4K
3.08K $420M
HWM
Howmet Aerospace Inc.

Industrials
15
+ 0.51%
$112.33 - $186.13 $1.68K - $2.79K
2.94K $547M
PATH
Ui Path, Inc.

Technology
11K
New
$9.79 - $13.31 $108K - $146K
11K $141M
F
Ford Motor CO

Consumer Cyclical
10.2K
+ 34.87%
$8.69 - $10.85 $88.3K - $110K
39.3K $426M
DISV
Dimensional ETF Tr Dimensional

ETFs
263
+ 0.88%
$25.93 - $32.91 $6.82K - $8.66K
30.2K $993M
GWRE
Guidewire Software, Inc.

Technology
8
+ 0.36%
$172.73 - $257.37 $1.38K - $2.06K
2.2K $518M
NTNX
Nutanix, Inc.

Technology
849
+ 22.1%
$58.17 - $83.07 $49.4K - $70.5K
4.69K $359M
RL
Ralph Lauren Corp

Consumer Cyclical
5
+ 0.34%
$182.34 - $286.22 $912 - $1.43K
1.48K $406M
VRSN
Verisign Inc

Technology
81
+ 5.03%
$234.49 - $288.8 $19K - $23.4K
1.69K $488M
ZI
Zoom Info Technologies Inc.

Technology
6.97K
+ 67.53%
$7.41 - $10.31 $51.6K - $71.8K
17.3K $175M
Siriusxm Holdings Inc
2.8K
+ 22.11%
N/A
15.5K $356M
V
Visa Inc.

Financial Services
131
+ 5.21%
$308.27 - $373.31 $40.4K - $48.9K
2.64K $939M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
563
+ 3.97%
$77.74 - $78.78 $43.8K - $44.4K
14.7K $1.16B
GOOG
Alphabet Inc.

Communication Services
64
+ 3.63%
$146.58 - $180.01 $9.38K - $11.5K
1.83K $324M
Atlassian Corporation
281
+ 29.74%
N/A
1.23K $249M
MCK
Mckesson Corp

Healthcare
6
+ 0.88%
$652.83 - $732.78 $3.92K - $4.4K
689 $505M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
103
+ 2.52%
$72.61 - $88.75 $7.48K - $9.14K
4.2K $373M
VNQ
Vanguard Specialized Funds Van

ETFs
404
+ 4.71%
$79.79 - $91.42 $32.2K - $36.9K
8.98K $800M
CME
Cme Group Inc.

Financial Services
4
+ 0.19%
$252.37 - $290.71 $1.01K - $1.16K
2.13K $586M
RGLD
Royal Gold Inc

Basic Materials
10
+ 0.68%
$155.48 - $186.71 $1.55K - $1.87K
1.49K $265M
MMM
3 M CO

Industrials
24
+ 0.95%
$126.09 - $154.15 $3.03K - $3.7K
2.55K $389M
UA
Under Armour Inc Cl C

Consumer Cyclical
44
+ 0.15%
$4.73 - $6.59 $208 - $290
30K $195M
T
At&T Inc.

Communication Services
215
+ 1.59%
$26.33 - $28.94 $5.66K - $6.22K
13.7K $396M
DFSV
Dimensional ETF Tr Dimensional

ETFs
21
+ 0.27%
$24.21 - $29.47 $508 - $619
7.94K $234M
ADT
Adt Inc.

Industrials
195
+ 0.86%
$7.54 - $8.6 $1.47K - $1.68K
22.8K $195M
TRV
Travelers Companies, Inc.

Financial Services
22
+ 2.07%
$233.83 - $276.34 $5.14K - $6.08K
1.08K $290M
FSK
Fs Kkr Capital Corp

Financial Services
45
+ 0.32%
$17.95 - $21.5 $808 - $968
14.2K $295M
SSNC
Ss&C Technologies Holdings Inc

Technology
13
+ 0.44%
$71.96 - $83.42 $935 - $1.08K
3K $248M
AIG
American International Group, Inc.

Financial Services
26
+ 0.81%
$77.56 - $87.72 $2.02K - $2.28K
3.24K $277M
ALL
Allstate Corp

Financial Services
18
+ 1.43%
$180.53 - $212.64 $3.25K - $3.83K
1.27K $258M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
44
+ 0.31%
$48.13 - $49.85 $2.12K - $2.19K
14K $688M
BRSP
Bright Spire Capital, Inc.

Real Estate
53
+ 0.28%
$4.3 - $5.59 $228 - $296
19.2K $99.8M
PG
Procter & Gamble CO

Consumer Defensive
11
+ 0.15%
$157.66 - $172.39 $1.73K - $1.9K
7.34K $1.17B
AAPL
Apple Inc.

Technology
286
+ 2.01%
$172.42 - $223.89 $49.3K - $64K
14.5K $2.97B
Activity Summary
Buys All Purchases 95 New Holdings 39 Increased Positions 56 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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