Bruce G. Allen Investments, LLC Sells in Q1 2025

Bruce G. Allen Investments, LLC

  • $126 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ADP
Automatic Data Processing Inc

Industrials
-7
- 1.97%
$286.85 - $318.64 $2.01K - $2.23K
349 $107M
PLD
Prologis, Inc.

Real Estate
-17
- 2.31%
$103.59 - $124.04 $1.76K - $2.11K
720 $80.5M
EXC
Exelon Corp

Utilities
-46
- 7.96%
$37.3 - $46.08 $1.72K - $2.12K
532 $24.5M
HII
Huntington Ingalls Industries, Inc.

Industrials
-7
- 2.49%
$159.75 - $208.61 $1.12K - $1.46K
274 $55.9M
UL
Unilever PLC

Consumer Defensive
-117
- 3.33%
$54.72 - $60.29 $6.4K - $7.05K
3.4K $202M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
-16
- 1.02%
$22.15 - $24.94 $354 - $399
1.55K $38.6M
NTR
Nutrien Ltd.

Basic Materials
-58
- 4.73%
$45.28 - $53.84 $2.63K - $3.12K
1.17K $58M
ED
Consolidated Edison Inc

Utilities
-32
- 10.03%
$88.0 - $110.59 $2.82K - $3.54K
287 $31.7M
ATO
Atmos Energy Corp

Utilities
-22
- 5.03%
$136.51 - $154.58 $3K - $3.4K
415 $64.2M
BR
Broadridge Financial Solutions, Inc.

Technology
-1
- 0.46%
$221.46 - $244.83 $221 - $245
218 $52.9M
VTR
Ventas, Inc.

Real Estate
-37
- 5.64%
$56.9 - $70.47 $2.11K - $2.61K
619 $42.6M
CAH
Cardinal Health Inc

Healthcare
-35
- 7.66%
$118.02 - $137.77 $4.13K - $4.82K
422 $58.1M
PG
Procter & Gamble CO

Consumer Defensive
-66
- 1.17%
$158.56 - $176.26 $10.5K - $11.6K
5.56K $948M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-15
- 1.75%
$98.98 - $113.18 $1.48K - $1.7K
844 $95.5M
CCI
Crown Castle International Corp

Real Estate
-3
- 0.75%
$84.33 - $106.39 $253 - $319
396 $41.3M
MCK
Mckesson Corp

Healthcare
-5
- 6.1%
$566.21 - $672.99 $2.83K - $3.36K
77 $51.9M
WEC
Wec Energy Group, Inc.

Utilities
-15
- 2.76%
$92.12 - $108.98 $1.38K - $1.63K
529 $57.7M
AIG
American International Group, Inc.

Financial Services
-22
- 3.66%
$70.5 - $86.94 $1.55K - $1.91K
579 $50.3M
HES
Hess Corp

Energy
-12
- 3.68%
$135.42 - $160.52 $1.63K - $1.93K
314 $50.2M
DUK
Duke Energy Corp

Utilities
-9
- 1.58%
$105.87 - $121.97 $953 - $1.1K
562 $68.5M
HSBC
Hsbc Holdings PLC

Financial Services
-99
- 6.08%
$48.68 - $61.58 $4.82K - $6.1K
1.53K $87.8M
AMT
American Tower Corp

Real Estate
-46
- 9.07%
$173.46 - $217.6 $7.98K - $10K
461 $100M
IAU
Ishares Gold Trust

ETFs
-275
- 10.97%
$49.74 - $58.96 $13.7K - $16.2K
2.23K $132M
CTRA
Coterra Energy Inc.

Energy
-62
- 2.12%
$25.51 - $29.83 $1.58K - $1.85K
2.86K $82.6M
DG
Dollar General Corp

Consumer Defensive
-32
- 3.36%
$68.44 - $87.93 $2.19K - $2.81K
921 $81M
BMY
Bristol Myers Squibb CO

Healthcare
-105
- 2.97%
$53.9 - $63.11 $5.66K - $6.63K
3.43K $209M
DRI
Darden Restaurants Inc

Consumer Cyclical
-16
- 2.54%
$180.02 - $208.56 $2.88K - $3.34K
613 $127M
CI
Cigna Corp

Healthcare
-27
- 7.58%
$274.49 - $329.0 $7.41K - $8.88K
329 $108M
GL
Globe Life Inc.

Financial Services
-35
- 4.75%
$111.2 - $131.72 $3.89K - $4.61K
702 $92.5M
MCD
Mcdonalds Corp

Consumer Cyclical
-51
- 4.37%
$279.74 - $321.29 $14.3K - $16.4K
1.12K $349M
WPC
W. P. Carey Inc.

Real Estate
-34
- 2.31%
$53.5 - $65.05 $1.82K - $2.21K
1.44K $90.7M
MDT
Medtronic PLC

Healthcare
-97
- 4.96%
$79.84 - $94.5 $7.74K - $9.17K
1.86K $167M
SO
Southern CO

Utilities
-2
- 0.17%
$80.96 - $92.96 $162 - $186
1.15K $106M
CMS
Cms Energy Corp

Utilities
-1
- 0.07%
$64.99 - $75.11 $65 - $75.1
1.5K $113M
GOLD
Barrick Gold Corp

Basic Materials
-103
- 2.74%
$15.45 - $19.56 $1.59K - $2.01K
3.66K $71.1M
ERJ
Embraer S.A.

Industrials
-48
- 2.86%
$37.11 - $56.4 $1.78K - $2.71K
1.63K $75.4M
Gsk PLC Sponsored Adr
-364
- 5.95%
N/A
5.75K $223M
GLD
Spdr Gold Trust

ETFs
-119
- 10.59%
$243.19 - $288.14 $28.9K - $34.3K
1.01K $290M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-20
- 2.81%
$208.48 - $244.03 $4.17K - $4.88K
692 $169M
XLE
Energy Sector Spdr

ETFs
-192
- 4.15%
$85.7 - $93.96 $16.5K - $18K
4.43K $414M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-9
- 0.38%
$56.12 - $68.15 $505 - $613
2.37K $161M
Linde PLC Shs
-12
- 2.32%
N/A
506 $236M
AEM
Agnico Eagle Mines LTD

Basic Materials
-1
- 0.15%
$79.66 - $108.41 $79.7 - $108
664 $72M
RTX
Raytheon Technologies Corp

Industrials
-8
- 0.59%
$114.1 - $135.66 $913 - $1.09K
1.34K $178M
ICE
Intercontinental Exchange, Inc.

Financial Services
-26
- 2.1%
$142.8 - $176.36 $3.71K - $4.59K
1.21K $209M
GILD
Gilead Sciences, Inc.

Healthcare
-58
- 3.52%
$89.14 - $117.41 $5.17K - $6.81K
1.59K $178M
XOM
Exxon Mobil Corp

Energy
-274
- 4.63%
$105.44 - $118.93 $28.9K - $32.6K
5.65K $672M
KO
Coca Cola CO

Consumer Defensive
-135
- 2.14%
$60.81 - $72.32 $8.21K - $9.76K
6.18K $443M
ABBV
Abb Vie Inc.

Healthcare
-205
- 6.96%
$169.2 - $216.66 $34.7K - $44.4K
2.74K $575M
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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