Bruce G. Allen Investments, LLC Reduced Holdings in Q3 2025

Bruce G. Allen Investments, LLC

  • $140 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.29K
- 73.9%
$100.37 - $100.74 $130K - $130K
457 $46M
ELV
Elevance Health, Inc.

Healthcare
-231
- 69.37%
$274.66 - $395.76 $63.4K - $91.4K
102 $33M
CL
Colgate Palmolive CO

Consumer Defensive
-101
- 1.82%
$79.36 - $93.33 $8.02K - $9.43K
5.46K $437M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-3.94K
- 13.1%
$20.34 - $21.61 $80.1K - $85.1K
26.1K $563M
AXP
American Express CO

Financial Services
-182
- 28.57%
$294.27 - $342.31 $53.6K - $62.3K
455 $151M
CMCSA
Comcast Corp

Communication Services
-272
- 2.96%
$31.41 - $36.33 $8.54K - $9.88K
8.92K $280M
TGNA
Tegna Inc

Communication Services
-4.06K
- 40.12%
$15.04 - $21.28 $61.1K - $86.5K
6.06K $123M
CCL
Carnival Corp

Consumer Cyclical
-1.66K
- 76.31%
$28.37 - $32.49 $47.1K - $53.9K
515 $14.9M
DIS
Walt Disney CO

Communication Services
-276
- 24.58%
$112.25 - $124.0 $31K - $34.2K
847 $97M
PG
Procter & Gamble CO

Consumer Defensive
-33
- 0.59%
$150.47 - $161.22 $4.97K - $5.32K
5.58K $858M
ACN
Accenture PLC

Technology
-10
- 1.74%
$232.56 - $304.78 $2.33K - $3.05K
566 $140M
UPS
United Parcel Service Inc

Industrials
-114
- 8.94%
$82.58 - $105.54 $9.41K - $12K
1.16K $97M
T
At&T Inc.

Communication Services
-496
- 2.2%
$26.94 - $29.62 $13.4K - $14.7K
22K $622M
BAX
Baxter International Inc

Healthcare
-32
- 0.88%
$21.71 - $31.23 $695 - $999
3.63K $82.5M
Kenvue Inc Com
-197
- 3.74%
N/A
5.07K $82.3M
CRM
Salesforce, Inc.

Technology
-62
- 17.17%
$231.66 - $273.65 $14.4K - $17K
299 $70.9M
DRI
Darden Restaurants Inc

Consumer Cyclical
-40
- 6.23%
$184.73 - $220.27 $7.39K - $8.81K
602 $115M
ALL
Allstate Corp

Financial Services
-130
- 60.19%
$192.0 - $214.65 $25K - $27.9K
86 $18.5M
FDS
Factset Research Systems Inc

Financial Services
-2
- 1.32%
$283.86 - $450.3 $568 - $901
150 $43M
HON
Honeywell International Inc

Industrials
-32
- 4.31%
$207.7 - $240.4 $6.65K - $7.69K
710 $149M
PGR
Progressive Corp

Financial Services
-46
- 8.33%
$238.61 - $264.3 $11K - $12.2K
506 $125M
SAP
Sap Se

Technology
-53
- 25.12%
$252.42 - $311.93 $13.4K - $16.5K
158 $42.2M
IBM
International Business Machines Corp

Technology
-45
- 9.24%
$234.77 - $292.47 $10.6K - $13.2K
442 $125M
CSX
Csx Corp

Industrials
-799
- 22.04%
$32.05 - $36.52 $25.6K - $29.2K
2.83K $100M
FIS
Fidelity National Information Services, Inc.

Technology
-5
- 0.44%
$63.37 - $82.35 $317 - $412
1.12K $74M
ICE
Intercontinental Exchange, Inc.

Financial Services
-13
- 1.25%
$167.28 - $188.45 $2.17K - $2.45K
1.02K $173M
AMAT
Applied Materials Inc

Technology
-151
- 24.08%
$156.25 - $204.95 $23.6K - $30.9K
476 $97.5M
BMY
Bristol Myers Squibb CO

Healthcare
-279
- 8.8%
$43.31 - $48.98 $12.1K - $13.7K
2.89K $130M
VEA
Vanguard Ftse Developed Market

ETFs
-303
- 34.47%
$56.02 - $60.3 $17K - $18.3K
576 $34.5M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-51
- 2.18%
$60.9 - $70.75 $3.11K - $3.61K
2.29K $143M
V
Visa Inc.

Financial Services
-15
- 2.13%
$332.09 - $358.86 $4.98K - $5.38K
688 $235M
CI
Cigna Corp

Healthcare
-4
- 1.25%
$262.23 - $334.39 $1.05K - $1.34K
315 $90.8M
DE
Deere & CO

Industrials
-2
- 0.75%
$457.26 - $524.37 $915 - $1.05K
266 $122M
DG
Dollar General Corp

Consumer Defensive
-35
- 3.63%
$101.86 - $116.32 $3.57K - $4.07K
930 $96.1M
CB
Chubb LTD

Financial Services
-32
- 4.62%
$265.99 - $289.59 $8.51K - $9.27K
660 $186M
ABT
Abbott Laboratories

Healthcare
-68
- 2.82%
$120.51 - $136.62 $8.19K - $9.29K
2.35K $314M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-30
- 1.74%
$25.5 - $35.2 $765 - $1.06K
1.69K $43.2M
SPGI
S&P Global Inc.

Financial Services
-7
- 2.77%
$484.94 - $564.15 $3.39K - $3.95K
246 $120M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-34
- 2.21%
$65.64 - $78.22 $2.23K - $2.66K
1.5K $101M
INGR
Ingredion Inc

Consumer Defensive
-9
- 0.99%
$121.01 - $138.21 $1.09K - $1.24K
902 $110M
DOW
Dow Inc.

Basic Materials
-458
- 63.0%
$20.87 - $30.37 $9.56K - $13.9K
269 $6.17M
ALGN
Align Technology Inc

Healthcare
-64
- 82.05%
$124.88 - $207.19 $7.99K - $13.3K
14 $1.75M
TM
Toyota Motor Corp

Consumer Cyclical
-127
- 19.97%
$167.86 - $202.79 $21.3K - $25.8K
509 $97.3M
SU
Suncor Energy Inc

Energy
-358
- 44.31%
$37.83 - $43.02 $13.5K - $15.4K
450 $18.8M
CHTR
Charter Communications, Inc.

Communication Services
-19
- 42.22%
$256.57 - $418.22 $4.87K - $7.95K
26 $7.15M
SCHW
Schwab Charles Corp

Financial Services
-219
- 9.35%
$91.03 - $98.69 $19.9K - $21.6K
2.12K $203M
JLL
Jones Lang Lasalle Inc

Real Estate
-70
- 29.05%
$248.95 - $319.66 $17.4K - $22.4K
171 $51M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-113
- 13.55%
$86.07 - $90.74 $9.73K - $10.3K
721 $64.6M
MCHP
Microchip Technology Inc

Technology
-31
- 2.4%
$60.95 - $75.26 $1.89K - $2.33K
1.26K $81M
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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