Allen Wealth Management, LLC Purchases in Q3 2024

Allen Wealth Management, LLC

  • $144 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
313K
New
$65.36 - $71.76 $20.4M - $22.4M
313K $22.4B
VTV
Vanguard Value ETF

ETFs
14.7K
+ 10.6%
$159.75 - $174.57 $2.36M - $2.57M
154K $26.9B
LMT
Lockheed Martin Corp

Industrials
47
+ 0.75%
$460.3 - $584.56 $21.6K - $27.5K
6.31K $3.69B
SWK
Stanley Black & Decker, Inc.

Industrials
846
+ 5.18%
$77.75 - $110.17 $65.8K - $93.2K
17.2K $1.89B
Kenvue Inc
9.62K
+ 14.37%
N/A
76.6K $1.77B
PSA
Public Storage

Real Estate
295
+ 5.44%
$283.13 - $365.01 $83.5K - $108K
5.72K $2.08B
PFE
Pfizer Inc

Healthcare
14.5K
+ 17.15%
$27.7 - $31.39 $401K - $455K
98.9K $2.86B
MDT
Medtronic PLC

Healthcare
2.1K
+ 11.99%
$76.84 - $91.03 $161K - $191K
19.6K $1.76B
CSCO
Cisco Systems, Inc.

Technology
1.05K
+ 1.9%
$44.74 - $53.22 $46.8K - $55.7K
56.2K $2.99B
AAPL
Apple Inc.

Technology
537
+ 5.2%
$207.23 - $234.82 $111K - $126K
10.9K $2.53B
PM
Philip Morris International Inc.

Consumer Defensive
1.84K
New
$101.25 - $127.45 $187K - $235K
1.84K $224M
LNC
Lincoln National Corp

Financial Services
6.09K
+ 13.2%
$28.71 - $34.05 $175K - $207K
52.2K $1.64B
C
Citigroup Inc

Financial Services
3.72K
+ 13.53%
$56.11 - $67.61 $209K - $251K
31.2K $1.95B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
446
New
$405.19 - $478.57 $181K - $213K
446 $205M
DUK
Duke Energy Corp

Utilities
195
+ 1.61%
$99.35 - $117.71 $19.4K - $23K
12.3K $1.42B
RIO
Rio Tinto PLC

Basic Materials
434
+ 1.83%
$59.71 - $71.21 $25.9K - $30.9K
24.1K $1.72B
KO
Coca Cola CO

Consumer Defensive
77
+ 0.45%
$62.69 - $73.01 $4.83K - $5.62K
17K $1.22B
HMC
Honda Motor CO LTD

Consumer Cyclical
3.75K
+ 7.15%
$29.02 - $33.61 $109K - $126K
56.2K $1.78B
DOW
Dow Inc.

Basic Materials
327
+ 0.91%
$50.15 - $55.41 $16.4K - $18.1K
36.2K $1.98B
ABBV
Abb Vie Inc.

Healthcare
200
+ 16.14%
$163.84 - $199.33 $32.8K - $39.9K
1.44K $284M
JNJ
Johnson & Johnson

Healthcare
100
+ 2.88%
$145.48 - $167.38 $14.5K - $16.7K
3.57K $578M
NTR
Nutrien Ltd.

Basic Materials
3.02K
+ 11.44%
$45.26 - $52.2 $137K - $158K
29.4K $1.41B
NVS
Novartis Ag

Healthcare
100
+ 1.76%
$106.13 - $120.89 $10.6K - $12.1K
5.79K $666M
CVX
Chevron Corp

Energy
1.97K
+ 7.83%
$137.88 - $161.97 $271K - $318K
27.1K $3.99B
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.09%
$233.44 - $279.45 $233 - $279
1.11K $307M
AMZN
Amazon Com Inc

Consumer Cyclical
130
+ 6.37%
$161.02 - $200.0 $20.9K - $26K
2.17K $404M
MRK
Merck & Co., Inc.

Healthcare
1.94K
+ 8.78%
$111.15 - $128.97 $216K - $250K
24K $2.73B
GOOG
Alphabet Inc.

Communication Services
80
+ 6.39%
$149.54 - $192.66 $12K - $15.4K
1.33K $223M
MSFT
Microsoft Corp

Technology
30
+ 1.33%
$395.15 - $467.56 $11.9K - $14K
2.28K $983M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.89K
+ 1.53%
$44.66 - $49.15 $218K - $240K
324K $15.3B
VDE
Vanguard Energy ETF

ETFs
1.95K
+ 2.24%
$117.44 - $131.06 $229K - $255K
88.9K $10.9B
Activity Summary
Buys All Purchases 32 New Holdings 4 Increased Positions 28 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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