Allegiance Financial Group Advisory Services LLC Incresed Positions in Q1 2025

Allegiance Financial Group Advisory Services LLC

  • $329 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVDV
American Centy ETF Tr Avantis

ETFs
19.9K
+ 7.56%
$63.74 - $71.96 $1.27M - $1.43M
283K $19.7B
AVIG
American Centy ETF Tr Avantis

ETFs
45.3K
+ 12.43%
$40.06 - $41.55 $1.82M - $1.88M
410K $17B
DFSD
Dimensional ETF Tr Short Durat

ETFs
38.9K
+ 12.43%
$46.74 - $47.55 $1.82M - $1.85M
352K $16.7B
AVIV
American Centy ETF Tr Avantis
16.8K
+ 7.79%
$51.51 - $58.54 $865K - $983K
232K $13.2B
DFAI
Dimensional ETF Tr

ETFs
36.1K
+ 10.06%
$28.88 - $32.4 $1.04M - $1.17M
395K $12.3B
IDEV
Ishares Core Msci Intl Develop

ETFs
15.4K
+ 9.39%
$63.77 - $71.36 $983K - $1.1M
180K $12.4B
AVRE
American Centy ETF Tr Avantis
21.7K
+ 10.4%
$40.62 - $44.31 $881K - $961K
230K $9.9B
AVLV
American Centy ETF Tr Avantis
27.7K
+ 6.08%
$63.51 - $70.42 $1.76M - $1.95M
482K $31.5B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
28.5K
+ 8.2%
$36.63 - $37.45 $1.04M - $1.07M
375K $13.8B
AVES
American Centy ETF Tr Avantis

ETFs
13.4K
+ 10.38%
$44.71 - $48.65 $597K - $650K
142K $6.7B
JNJ
Johnson & Johnson

Healthcare
3.08K
+ 92.4%
$142.06 - $167.7 $437K - $516K
6.41K $1.06B
IEMG
Ishares Inc

ETFs
7.92K
+ 10.1%
N/A
86.3K $4.66B
UBER
Uber Technologies, Inc

Technology
1.35K
+ 4.27%
$63.17 - $81.49 $85.4K - $110K
33K $2.41B
RBLX
Roblox Corp

Communication Services
5.23K
+ 132.84%
$53.77 - $75.47 $281K - $395K
9.17K $534M
DFAU
Dimensional ETF Tr

ETFs
29.9K
+ 7.16%
$37.84 - $42.29 $1.13M - $1.26M
448K $17.2B
GE
General Electric CO

Industrials
708
+ 22.87%
$168.59 - $212.13 $119K - $150K
3.8K $761M
MCK
Mckesson Corp

Healthcare
306
+ 81.17%
$566.21 - $672.99 $173K - $206K
683 $460M
CME
Cme Group Inc.

Financial Services
569
+ 36.66%
$225.82 - $266.54 $128K - $152K
2.12K $563M
INCY
Incyte Corp

Healthcare
3.65K
+ 110.74%
$60.0 - $75.26 $219K - $275K
6.94K $420M
VRSN
Verisign Inc

Technology
501
+ 45.18%
$205.1 - $254.74 $103K - $128K
1.61K $409M
CNC
Centene Corp

Healthcare
2.72K
+ 64.08%
$55.93 - $65.89 $152K - $179K
6.98K $423M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.56K
+ 61.66%
$119.38 - $161.42 $186K - $252K
4.09K $489M
FTNT
Fortinet, Inc.

Technology
1.54K
+ 38.31%
$92.49 - $114.57 $143K - $177K
5.57K $537M
GWRE
Guidewire Software, Inc.

Technology
605
+ 38.12%
$166.74 - $218.22 $101K - $132K
2.19K $411M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
384
+ 39.63%
$233.07 - $290.7 $89.5K - $112K
1.35K $365M
HWM
Howmet Aerospace Inc.

Industrials
380
+ 14.93%
$110.79 - $139.39 $42.1K - $53K
2.93K $379M
VZ
Verizon Communications Inc

Communication Services
1.5K
+ 25.55%
$37.81 - $46.49 $56.8K - $69.8K
7.38K $335M
PJAN
Innovator U.S. Equity Power Bu

ETFs
2.51K
+ 42.35%
$41.09 - $43.24 $103K - $108K
8.42K $349M
MMM
3 M CO

Industrials
377
+ 17.52%
$129.7 - $155.12 $48.9K - $58.5K
2.53K $371M
MPC
Marathon Petroleum Corp

Energy
347
+ 8.07%
$134.72 - $159.03 $46.7K - $55.2K
4.65K $677M
DISV
Dimensional ETF Tr Dimensional

ETFs
21
+ 0.07%
$26.09 - $30.21 $548 - $634
29.9K $871M
JPM
Jpmorgan Chase & CO

Financial Services
273
+ 18.71%
$225.19 - $279.95 $61.5K - $76.4K
1.73K $425M
PFE
Pfizer Inc

Healthcare
2.78K
+ 31.92%
$25.01 - $27.13 $69.5K - $75.4K
11.5K $291M
HOOD
Robinhood Markets, Inc.

Technology
680
+ 12.25%
$35.63 - $65.28 $24.2K - $44.4K
6.23K $259M
BMY
Bristol Myers Squibb CO

Healthcare
365
+ 7.59%
$53.9 - $63.11 $19.7K - $23K
5.18K $316M
PLTR
Palantir Technologies Inc.

Technology
84
+ 2.97%
$64.98 - $124.62 $5.46K - $10.5K
2.92K $246M
NVDA
Nvidia Corp

Technology
1.57K
+ 27.6%
$106.98 - $149.43 $167K - $234K
7.24K $784M
Siriusxm Holdings Inc
660
+ 5.49%
N/A
12.7K $286M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
28
+ 0.12%
$39.96 - $43.3 $1.12K - $1.21K
23K $949M
BRSP
Bright Spire Capital, Inc.

Real Estate
19
+ 0.1%
$5.48 - $6.23 $104 - $118
19.1K $106M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
104
+ 0.75%
$49.25 - $50.66 $5.12K - $5.27K
14K $694M
PDEC
Innovator U.S. Equity Power Bu
159
+ 1.54%
N/A
10.5K $394M
LDOS
Leidos Holdings, Inc.

Technology
18
+ 1.04%
$126.82 - $161.11 $2.28K - $2.9K
1.75K $236M
CFG
Citizens Financial Group Inc

Financial Services
109
+ 1.61%
$39.73 - $48.36 $4.33K - $5.27K
6.9K $283M
DFSV
Dimensional ETF Tr Dimensional

ETFs
22
+ 0.28%
$27.56 - $32.1 $606 - $706
7.92K $223M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
11
+ 0.27%
$80.73 - $94.96 $888 - $1.04K
4.1K $340M
DFAS
Dimensional ETF Tr U S Small C

ETFs
8
+ 0.1%
$58.81 - $68.2 $470 - $546
8.06K $482M
DFUS
Dimensional ETF Tr U S Equity

ETFs
293
+ 1.09%
$59.61 - $66.71 $17.5K - $19.5K
27.2K $1.64B
AVUV
American Centy ETF Tr Avantis

ETFs
12.2K
+ 7.14%
$84.95 - $100.62 $1.03M - $1.23M
183K $15.9B
Activity Summary
Buys All Purchases 98 New Holdings 48 Increased Positions 50 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Allegiance Financial Group Advisory Services LLC Portfolio

Follow Allegiance Financial Group Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allegiance Financial Group Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allegiance Financial Group Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email