Allegiance Financial Group Advisory Services LLC Incresed Positions 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
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
UBER
Uber Technologies, Inc

Technology
1.63K
+ 5.22%
$86.91 - $99.57 $142K - $162K
32.9K $3.22B
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
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
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
VNQ
Vanguard Specialized Funds Van

ETFs
668
+ 7.44%
$88.47 - $93.24 $59.1K - $62.3K
9.65K $882M
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
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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