Bruce G. Allen Investments, LLC Reduced Holdings in Q1 2025

Bruce G. Allen Investments, LLC

  • $126 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DIS
Walt Disney CO

Communication Services
-74
- 6.71%
$96.87 - $114.0 $7.17K - $8.44K
1.03K $102M
TFC
Truist Financial Corp

Financial Services
-264
- 6.6%
$39.48 - $48.15 $10.4K - $12.7K
3.73K $154M
IBM
International Business Machines Corp

Technology
-179
- 20.69%
$217.4 - $264.74 $38.9K - $47.4K
686 $171M
MET
Metlife Inc

Financial Services
-225
- 26.44%
$77.7 - $87.0 $17.5K - $19.6K
626 $50.3M
RJF
Raymond James Financial Inc

Financial Services
-4
- 0.36%
$137.62 - $172.64 $550 - $691
1.11K $154M
LYG
Lloyds Banking Group PLC

Financial Services
-17.3K
- 40.13%
$2.58 - $3.9 $44.7K - $67.6K
25.9K $98.8M
STZ
Constellation Brands, Inc.

Consumer Defensive
-48
- 19.05%
$161.05 - $222.93 $7.73K - $10.7K
204 $37.4M
FISV
Fiserv Inc

Technology
-111
- 26.88%
N/A
302 $66.7M
KKR
Kkr & Co. Inc.

Financial Services
-3
- 0.58%
$108.17 - $167.07 $325 - $501
517 $59.8M
SRE
Sempra Energy

Utilities
-43
- 5.44%
$67.85 - $87.67 $2.92K - $3.77K
747 $53.3M
DHR
Danaher Corp

Healthcare
-22
- 5.06%
$201.62 - $250.59 $4.44K - $5.51K
413 $84.7M
PEP
Pepsico Inc

Consumer Defensive
-83
- 7.19%
$142.64 - $156.42 $11.8K - $13K
1.07K $161M
EQIX
Equinix Inc

Real Estate
-1
- 0.96%
$803.0 - $959.97 $803 - $960
103 $84M
SNPS
Synopsys Inc

Technology
-3
- 1.38%
$428.58 - $551.54 $1.29K - $1.65K
215 $92.2M
LOW
Lowes Companies Inc

Consumer Cyclical
-19
- 2.83%
$222.66 - $268.42 $4.23K - $5.1K
653 $152M
ADI
Analog Devices Inc

Technology
-25
- 3.59%
$201.56 - $243.82 $5.04K - $6.1K
672 $136M
WDS
Woodside Energy Group LTD

Energy
-747
- 56.68%
$14.15 - $16.33 $10.6K - $12.2K
571 $8.27M
A
Agilent Technologies, Inc.

Healthcare
-5
- 0.76%
$116.69 - $152.6 $583 - $763
654 $76.5M
CE
Celanese Corp

Basic Materials
-169
- 90.37%
$47.02 - $74.12 $7.95K - $12.5K
18 $1.02M
TT
Trane Technologies PLC

Industrials
-30
- 60.0%
$332.0 - $400.86 $9.96K - $12K
20 $6.74M
CRL
Charles River Laboratories International, Inc.

Healthcare
-17
- 6.46%
$150.52 - $190.14 $2.56K - $3.23K
246 $37M
PSO
Pearson PLC

Communication Services
-695
- 62.16%
$15.45 - $17.75 $10.7K - $12.3K
423 $6.77M
PH
Parker Hannifin Corp

Industrials
-8
- 3.56%
$591.65 - $707.05 $4.73K - $5.66K
217 $132M
SNDR
Schneider National, Inc.

Industrials
-47
- 3.06%
$22.65 - $30.73 $1.06K - $1.44K
1.49K $34M
NSC
Norfolk Southern Corp

Industrials
-49
- 12.79%
$227.69 - $259.76 $11.2K - $12.7K
334 $79.1M
SLF
Sun Life Financial Inc

Financial Services
-73
- 2.38%
$54.05 - $59.19 $3.95K - $4.32K
2.99K $171M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-13
- 7.22%
$497.6 - $606.74 $6.47K - $7.89K
167 $83.1M
BSX
Boston Scientific Corp

Healthcare
-153
- 34.85%
$89.38 - $106.18 $13.7K - $16.2K
286 $28.9M
ALB
Albemarle Corp

Basic Materials
-55
- 12.64%
$69.95 - $97.49 $3.85K - $5.36K
380 $27.4M
EMR
Emerson Electric CO

Industrials
-33
- 7.35%
$108.64 - $131.17 $3.59K - $4.33K
416 $45.6M
VNO
Vornado Realty Trust

Real Estate
-5
- 0.26%
$35.4 - $43.26 $177 - $216
1.93K $71.3M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-10
- 0.91%
$28.45 - $41.08 $285 - $411
1.08K $32.9M
DHI
Horton D R Inc

Consumer Cyclical
-22
- 4.14%
$125.29 - $147.65 $2.76K - $3.25K
509 $64.7M
GPN
Global Payments Inc

Industrials
-3
- 0.46%
$92.18 - $113.03 $277 - $339
645 $63.2M
BXP
Boston Properties Inc

Real Estate
-37
- 3.87%
$63.97 - $74.91 $2.37K - $2.77K
919 $61.7M
AKAM
Akamai Technologies Inc

Technology
-10
- 1.81%
N/A
544 $43.8M
DEO
Diageo PLC

Consumer Defensive
-20
- 6.62%
$104.79 - $126.12 $2.1K - $2.52K
282 $29.6M
CCL
Carnival Corp

Consumer Cyclical
-306
- 57.74%
$19.08 - $28.49 $5.84K - $8.72K
224 $4.38M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-66
- 12.84%
$92.51 - $102.81 $6.11K - $6.79K
448 $41.4M
CAG
Conagra Brands Inc.

Consumer Defensive
-240
- 12.62%
$23.9 - $27.67 $5.74K - $6.64K
1.66K $44.3M
TSLA
Tesla, Inc.

Consumer Cyclical
-1
- 1.79%
$222.15 - $428.22 $222 - $428
55 $14.3M
SMG
Scotts Miracle Gro CO

Basic Materials
-18
- 2.81%
$54.76 - $77.7 $986 - $1.4K
622 $34.1M
IP
International Paper CO

Consumer Cyclical
-152
- 42.34%
$49.38 - $60.09 $7.51K - $9.13K
207 $11M
NEE
Nextera Energy Inc

Utilities
-72
- 1.89%
$66.96 - $76.16 $4.82K - $5.48K
3.73K $265M
IR
Ingersoll Rand Inc.

Industrials
-82
- 57.75%
$79.44 - $94.23 $6.51K - $7.73K
60 $4.8M
GIS
General Mills Inc

Consumer Defensive
-99
- 19.15%
$57.56 - $65.3 $5.7K - $6.46K
418 $25M
DOV
Dover Corp

Industrials
-8
- 1.45%
$174.65 - $206.43 $1.4K - $1.65K
543 $95.4M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-70
- 12.5%
$55.05 - $64.52 $3.85K - $4.52K
490 $27.6M
AVTR
Avantor, Inc.

Basic Materials
-361
- 90.7%
$15.5 - $22.57 $5.6K - $8.15K
37 $600K
Activity Summary
Buys All Purchases 316 New Holdings 66 Increased Positions 250 Sells All Sells 410 Reductions 405 Sold out 5 Options Calls 0 Puts 0
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