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
JNJ
Johnson & Johnson

Healthcare
18
+ 0.31%
$155.17 - $185.42 $2.79K - $3.34K
5.89K $1.09B
DFUS
Dimensional ETF Tr U S Equity

ETFs
518
+ 1.98%
$67.01 - $72.84 $34.7K - $37.7K
26.6K $1.93B
DASH
Door Dash, Inc.

Communication Services
391
+ 17.17%
$234.5 - $272.5 $91.7K - $107K
2.67K $726M
GM
General Motors CO

Consumer Cyclical
1.21K
+ 17.12%
$48.89 - $61.24 $59.1K - $74K
8.27K $504M
EXPE
Expedia Group, Inc.

Consumer Cyclical
452
+ 36.48%
$171.01 - $228.24 $77.3K - $103K
1.69K $361M
XRAY
Dentsply Sirona Inc.

Healthcare
10.9K
New
$12.37 - $16.85 $135K - $183K
10.9K $140M
FCNCA
First Citizens Bancshares Inc

Financial Services
152
+ 14.7%
$1789.16 - $2158.23 $272K - $328K
1.19K $2.12B
PNC
Pnc Financial Services Group, Inc.

Financial Services
363
+ 28.18%
$185.88 - $207.44 $67.5K - $75.3K
1.65K $332M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.27K
+ 13.63%
$23.82 - $25.84 $54.1K - $58.7K
18.9K $487M
DISV
Dimensional ETF Tr Dimensional

ETFs
74
+ 0.25%
$32.78 - $35.79 $2.43K - $2.65K
30.2K $1.08B
MOH
Molina Healthcare, Inc.

Healthcare
823
+ 106.06%
$152.31 - $306.29 $125K - $252K
1.6K $306M
ADT
Adt Inc.

Industrials
7.9K
+ 34.61%
$8.27 - $8.85 $65.3K - $69.9K
30.7K $269M
JPM
Jpmorgan Chase & CO

Financial Services
155
+ 16.15%
$282.78 - $316.06 $43.8K - $49K
1.12K $352M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
26
+ 0.12%
$41.91 - $44.87 $1.09K - $1.17K
22.1K $989M
MRK
Merck & Co., Inc.

Healthcare
307
+ 5.19%
$77.6 - $87.37 $23.8K - $26.8K
6.23K $528M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
742
+ 5.29%
$48.5 - $50.19 $36K - $37.2K
14.8K $740M
American Centy ETF Tr
279
+ 5.87%
N/A
5.03K $385M
BMY
Bristol Myers Squibb CO

Healthcare
987
+ 20.64%
$43.31 - $48.98 $42.7K - $48.3K
5.77K $260M
DFAS
Dimensional ETF Tr U S Small C

ETFs
8
+ 0.1%
$63.41 - $69.69 $507 - $558
7.74K $530M
MDT
Medtronic PLC

Healthcare
78
+ 2.13%
$87.67 - $95.74 $6.84K - $7.47K
3.73K $358M
HWM
Howmet Aerospace Inc.

Industrials
1
+ 0.03%
$171.0 - $196.23 $171 - $196
2.94K $577M
FNB
Fnb Corp

Financial Services
471
+ 3.86%
$14.75 - $16.79 $6.95K - $7.91K
12.7K $204M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
10
+ 0.24%
$87.69 - $96.0 $877 - $960
4.21K $397M
TFC
Truist Financial Corp

Financial Services
170
+ 3.03%
$42.83 - $47.07 $7.28K - $8K
5.77K $264M
PJAN
Innovator U.S. Equity Power Bu

ETFs
197
+ 2.6%
$43.95 - $45.8 $8.66K - $9.02K
7.78K $356M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
220
+ 1.49%
$78.11 - $79.07 $17.2K - $17.4K
15K $1.18B
DFSV
Dimensional ETF Tr Dimensional

ETFs
22
+ 0.28%
$29.2 - $32.74 $642 - $720
7.96K $253M
SSNC
Ss&C Technologies Holdings Inc

Technology
19
+ 0.63%
$81.85 - $90.2 $1.56K - $1.71K
3.02K $268M
TRV
Travelers Companies, Inc.

Financial Services
9
+ 0.83%
$250.62 - $279.43 $2.26K - $2.51K
1.09K $305M
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
10.1K
New
$0.69 - $1.46 $6.97K - $14.8K
10.1K $13.2M
NUE
Nucor Corp

Basic Materials
3
+ 0.15%
$133.3 - $150.33 $400 - $451
2.03K $276M
ZS
Zscaler, Inc.

Technology
24
+ 1.77%
$267.68 - $316.5 $6.42K - $7.6K
1.38K $413M
AIG
American International Group, Inc.

Financial Services
55
+ 1.7%
$76.34 - $85.87 $4.2K - $4.72K
3.3K $259M
CNC
Centene Corp

Healthcare
2.22K
+ 38.65%
$25.21 - $56.65 $55.9K - $126K
7.96K $284M
PG
Procter & Gamble CO

Consumer Defensive
74
+ 1.01%
$150.47 - $161.22 $11.1K - $11.9K
7.42K $1.14B
Atlassian Corporation
81
+ 6.61%
N/A
1.31K $209M
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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