Allegiance Financial Group Advisory Services LLC Incresed Positions in Q4 2024

Allegiance Financial Group Advisory Services LLC

  • $309 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
6.53K
+ 6.09%
$280.04 - $302.45 $1.83M - $1.97M
114K $32.9B
AVLV
American Centy ETF Tr Avantis
23.3K
+ 5.41%
$65.51 - $71.22 $1.53M - $1.66M
455K $30.4B
DFSD
Dimensional ETF Tr Short Durat

ETFs
33.8K
+ 12.13%
$46.75 - $47.8 $1.58M - $1.62M
313K $14.7B
DFAU
Dimensional ETF Tr

ETFs
22.3K
+ 5.63%
$39.27 - $42.38 $874K - $944K
418K $16.9B
PNOV
Innovator U.S. Equity Power Bu
30.8K
+ 559.66%
N/A
36.3K $1.37B
AVIG
American Centy ETF Tr Avantis

ETFs
40.6K
+ 12.54%
$40.48 - $42.48 $1.65M - $1.73M
365K $14.8B
AVUV
American Centy ETF Tr Avantis

ETFs
8.57K
+ 5.29%
$94.37 - $106.41 $809K - $912K
171K $16.5B
XOM
Exxon Mobil Corp

Energy
7.19K
+ 160.11%
$105.51 - $125.37 $759K - $902K
11.7K $1.26B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
25.6K
+ 7.96%
$36.54 - $37.53 $935K - $961K
347K $12.8B
SPY
Spdr S&P 500 ETF Trust

ETFs
775
+ 19.67%
$567.81 - $607.81 $440K - $471K
4.72K $2.76B
NVDA
Nvidia Corp

Technology
2.17K
+ 61.89%
$117.0 - $148.88 $254K - $323K
5.67K $762M
AMZN
Amazon Com Inc

Consumer Cyclical
913
+ 24.31%
$180.88 - $232.93 $165K - $213K
4.67K $1.02B
CMCSA
Comcast Corp

Communication Services
6.33K
+ 119.06%
$37.39 - $45.14 $237K - $286K
11.6K $437M
V
Visa Inc.

Financial Services
153
+ 5.16%
$273.87 - $320.91 $41.9K - $49.1K
3.12K $985M
GE
General Electric CO

Industrials
1.24K
+ 66.81%
$159.95 - $194.23 $198K - $241K
3.1K $516M
AVDV
American Centy ETF Tr Avantis

ETFs
21.9K
+ 9.08%
$63.85 - $70.4 $1.4M - $1.54M
263K $17.1B
IEMG
Ishares Inc

ETFs
8.3K
+ 11.83%
N/A
78.4K $4.09B
HWM
Howmet Aerospace Inc.

Industrials
414
+ 19.43%
$99.72 - $120.09 $41.3K - $49.7K
2.55K $278M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
129
+ 10.35%
$442.29 - $483.08 $57.1K - $62.3K
1.38K $623M
Siriusxm Holdings Inc
2.05K
+ 20.59%
N/A
12K $274M
FSK
Fs Kkr Capital Corp

Financial Services
89
+ 0.63%
$19.71 - $22.22 $1.75K - $1.98K
14.1K $307M
BMY
Bristol Myers Squibb CO

Healthcare
92
+ 1.95%
$51.92 - $59.94 $4.78K - $5.51K
4.81K $272M
BRSP
Bright Spire Capital, Inc.

Real Estate
4.43K
+ 30.26%
$5.25 - $6.43 $23.3K - $28.5K
19.1K $108M
MPC
Marathon Petroleum Corp

Energy
699
+ 19.4%
$131.65 - $174.84 $92K - $122K
4.3K $600M
AVIV
American Centy ETF Tr Avantis
16.5K
+ 8.27%
$51.24 - $55.81 $844K - $919K
216K $11.2B
TFC
Truist Financial Corp

Financial Services
83
+ 1.75%
$41.51 - $48.1 $3.45K - $3.99K
4.83K $209M
DFAS
Dimensional ETF Tr U S Small C

ETFs
8
+ 0.1%
$63.58 - $71.15 $509 - $569
8.05K $524M
DFSV
Dimensional ETF Tr Dimensional

ETFs
75
+ 0.96%
$30.18 - $33.87 $2.26K - $2.54K
7.89K $243M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
187
+ 1.37%
$49.79 - $51.14 $9.31K - $9.56K
13.9K $696M
LOB
Live Oak Bancshares, Inc.

Financial Services
940
+ 17.49%
$38.65 - $50.22 $36.3K - $47.2K
6.31K $250M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
168
+ 1.08%
$77.02 - $78.58 $12.9K - $13.2K
15.7K $1.21B
AVES
American Centy ETF Tr Avantis

ETFs
14.5K
+ 12.68%
$46.2 - $53.09 $669K - $769K
129K $5.95B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
16
+ 0.39%
$89.9 - $100.66 $1.44K - $1.61K
4.08K $369M
JNJ
Johnson & Johnson

Healthcare
258
+ 8.4%
$143.34 - $165.86 $37K - $42.8K
3.33K $481M
LDOS
Leidos Holdings, Inc.

Technology
32
+ 1.88%
$143.17 - $201.39 $4.58K - $6.44K
1.73K $249M
DFAI
Dimensional ETF Tr

ETFs
28.2K
+ 8.53%
$29.0 - $31.6 $817K - $890K
358K $10.5B
VNQ
Vanguard Specialized Funds Van

ETFs
139
+ 1.56%
$87.85 - $98.6 $12.2K - $13.7K
9.03K $804M
DISV
Dimensional ETF Tr Dimensional

ETFs
117
+ 0.39%
$26.18 - $28.77 $3.06K - $3.37K
29.9K $794M
MSFT
Microsoft Corp

Technology
546
+ 1.36%
$406.35 - $454.46 $222K - $248K
40.6K $17.1B
IDEV
Ishares Core Msci Intl Develop

ETFs
13K
+ 8.56%
$64.18 - $70.42 $831K - $912K
164K $10.6B
DFIV
Dimensional ETF Tr

ETFs
980
+ 1.43%
$34.86 - $37.97 $34.2K - $37.2K
69.7K $2.47B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
21
+ 0.03%
$44.04 - $49.49 $925 - $1.04K
66.7K $2.94B
AVRE
American Centy ETF Tr Avantis
16.1K
+ 8.4%
$41.03 - $46.91 $662K - $757K
208K $8.74B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
17
+ 0.06%
$114.08 - $125.68 $1.94K - $2.14K
30.4K $3.48B
Activity Summary
Buys All Purchases 85 New Holdings 40 Increased Positions 45 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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