Bruce G. Allen Investments, LLC Purchases in Q3 2025

Bruce G. Allen Investments, LLC

  • $140 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
405
+ 0.53%
$175.51 - $186.57 $71.1K - $75.6K
76.8K $14.3B
FNDX
Schwab Fundamental U S Large C

ETFs
2.26K
+ 0.64%
$24.38 - $26.34 $55K - $59.4K
354K $9.31B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.31K
+ 2.51%
$26.38 - $27.95 $193K - $204K
299K $8.16B
VOE
Vanguard Mid Cap Value Index F

ETFs
409
+ 1.54%
$164.63 - $174.58 $67.3K - $71.4K
26.9K $4.7B
DJP
Barclays Bank PLC

ETFs
4.91K
+ 5.03%
N/A
102K $3.63B
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
147
+ 0.39%
$37.49 - $40.7 $5.51K - $5.98K
37.9K $1.54B
IJS
Ishares S&P Smallcap 600 Value

ETFs
27
+ 0.3%
$98.99 - $112.2 $2.67K - $3.03K
8.92K $986M
VBR
Vanguard Small Cap Value ETF

ETFs
95
+ 1.8%
$195.41 - $212.37 $18.6K - $20.2K
5.37K $1.12B
DEO
Diageo PLC

Consumer Defensive
966
+ 146.81%
$93.64 - $115.33 $90.5K - $111K
1.62K $155M
BK
Bank Of New York Mellon Corp

Financial Services
48
+ 1.06%
$90.65 - $109.75 $4.35K - $5.27K
4.58K $499M
IWD
Ishares Russell 1000 Val ETF

ETFs
25
+ 0.34%
$192.76 - $203.86 $4.82K - $5.1K
7.28K $1.48B
ORCL
Oracle Corp

Technology
17
+ 1.62%
$218.96 - $328.33 $3.72K - $5.58K
1.07K $300M
WMT
Walmart Inc.

Consumer Defensive
547
+ 26.96%
$94.4 - $104.27 $51.6K - $57K
2.58K $265M
RIO
Rio Tinto PLC

Basic Materials
893
+ 211.11%
$57.66 - $66.01 $51.5K - $58.9K
1.32K $86.9M
BAC
Bank Of America Corp

Financial Services
312
+ 3.0%
$44.92 - $52.42 $14K - $16.4K
10.7K $553M
KLAC
Kla Corp

Technology
55
New
$843.9 - $1078.6 $46.4K - $59.3K
55 $59.3M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
1.83K
+ 17.32%
$26.92 - $28.6 $49.3K - $52.4K
12.4K $347M
AZN
Astrazeneca PLC

Healthcare
590
+ 44.9%
$68.72 - $82.11 $40.5K - $48.4K
1.9K $146M
C
Citigroup Inc

Financial Services
354
+ 35.72%
$85.57 - $103.49 $30.3K - $36.6K
1.35K $137M
DHI
Horton D R Inc

Consumer Cyclical
202
+ 46.44%
$129.82 - $184.04 $26.2K - $37.2K
637 $108M
WFC
Wells Fargo & Company

Financial Services
358
+ 7.72%
$77.05 - $85.16 $27.6K - $30.5K
5K $419M
RRX
Regal Rexnord Corp

Industrials
313
+ 4471.43%
$137.95 - $159.91 $43.2K - $50.1K
320 $45.9M
HDB
Hdfc Bank LTD

Financial Services
1.32K
+ 4118.75%
$34.14 - $78.94 $45K - $104K
1.35K $46.1M
CFG
Citizens Financial Group Inc

Financial Services
742
+ 155.88%
$46.1 - $53.65 $34.2K - $39.8K
1.22K $64.7M
FLS
Flowserve Corp

Industrials
748
New
$51.98 - $57.7 $38.9K - $43.2K
748 $39.7M
CVX
Chevron Corp

Energy
15
+ 0.51%
$145.57 - $161.83 $2.18K - $2.43K
2.94K $457M
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
926
+ 1.66%
$15.52 - $16.28 $14.4K - $15.1K
56.8K $921M
PLD
Prologis, Inc.

Real Estate
258
+ 42.23%
$104.08 - $115.35 $26.9K - $29.8K
869 $99.5M
MDT
Medtronic PLC

Healthcare
227
+ 13.64%
$87.67 - $95.74 $19.9K - $21.7K
1.89K $180M
APH
Amphenol Corp

Technology
84
+ 9.43%
$97.39 - $125.4 $8.18K - $10.5K
975 $121M
ODV
Osisko Development Corp.

Basic Materials
9.33K
New
$2.1 - $3.43 $19.6K - $32K
9.33K $31.6M
UNH
Unitedhealth Group Inc

Healthcare
14
+ 1.77%
$237.77 - $353.61 $3.33K - $4.95K
804 $278M
PEP
Pepsico Inc

Consumer Defensive
129
+ 8.65%
$133.81 - $152.16 $17.3K - $19.6K
1.62K $228M
Ishares Managed Futures Active ETF
910
+ 30.85%
N/A
3.86K $102M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
63
+ 26.36%
$103.83 - $179.9 $6.54K - $11.3K
302 $54M
TMO
Thermo Fisher Scientific Inc.

Healthcare
19
+ 8.76%
$404.94 - $499.99 $7.69K - $9.5K
236 $114M
MA
Mastercard Inc

Financial Services
43
+ 17.0%
$550.18 - $598.96 $23.7K - $25.8K
296 $168M
UNP
Union Pacific Corp

Industrials
70
+ 4.81%
$214.91 - $237.16 $15K - $16.6K
1.53K $361M
CAT
Caterpillar Inc

Industrials
11
+ 5.88%
$390.92 - $477.15 $4.3K - $5.25K
198 $94.5M
MSI
Motorola Solutions, Inc.

Technology
38
+ 31.67%
$408.73 - $490.3 $15.5K - $18.6K
158 $72.3M
XLE
Energy Sector Spdr

ETFs
23
+ 0.57%
$84.25 - $91.99 $1.94K - $2.12K
4.08K $364M
NVS
Novartis Ag

Healthcare
21
+ 0.86%
$113.5 - $129.73 $2.38K - $2.72K
2.47K $317M
HSBC
Hsbc Holdings PLC

Financial Services
21
+ 1.14%
$60.27 - $70.98 $1.27K - $1.49K
1.87K $132M
DC
Dakota Gold Corp.

Basic Materials
3.61K
+ 89.61%
$3.6 - $4.94 $13K - $17.8K
7.63K $34.7M
PPG
Ppg Industries Inc

Basic Materials
249
+ 33.42%
$103.65 - $119.07 $25.8K - $29.6K
994 $104M
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.31%
$215.01 - $273.02 $430 - $546
639 $161M
NTR
Nutrien Ltd.

Basic Materials
303
+ 14.77%
$55.69 - $62.11 $16.9K - $18.8K
2.36K $138M
ICLR
Icon PLC

Healthcare
36
+ 8.74%
$139.63 - $195.01 $5.03K - $7.02K
448 $78.4M
GOOG
Alphabet Inc.

Communication Services
11
+ 4.74%
$175.16 - $255.24 $1.93K - $2.81K
243 $59.2M
Activity Summary
Buys All Purchases 226 New Holdings 36 Increased Positions 190 Sells All Sells 322 Reductions 322 Sold out 0 Options Calls 0 Puts 0
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