Allen Wealth Management, LLC Incresed Positions in Q1 2025

Allen Wealth Management, LLC

  • $145 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VDE
Vanguard Energy ETF

ETFs
3.24K
+ 3.61%
$119.14 - $132.76 $386K - $430K
93K $12.1B
VTV
Vanguard Value ETF

ETFs
1.45K
+ 0.94%
$167.73 - $179.21 $243K - $259K
155K $26.8B
CVX
Chevron Corp

Energy
176
+ 0.64%
$146.71 - $167.97 $25.8K - $29.6K
27.8K $4.65B
FNDX
Schwab Fundamental U S Large C

ETFs
18K
+ 1.9%
$23.03 - $25.01 $414K - $450K
963K $22.7B
LNC
Lincoln National Corp

Financial Services
2.4K
+ 4.23%
$30.06 - $39.23 $72.1K - $94.1K
59.1K $2.12B
MDT
Medtronic PLC

Healthcare
389
+ 1.86%
$79.84 - $94.5 $31.1K - $36.8K
21.3K $1.91B
Kenvue Inc
1.09K
+ 1.32%
N/A
83.6K $2.01B
NTR
Nutrien Ltd.

Basic Materials
1.77K
+ 6.03%
$45.28 - $53.84 $80.1K - $95.2K
31.1K $1.54B
KO
Coca Cola CO

Consumer Defensive
280
+ 1.69%
$60.81 - $72.32 $17K - $20.2K
16.8K $1.21B
BK
Bank Of New York Mellon Corp

Financial Services
1
+ 0.0%
$75.42 - $88.95 $75.4 - $89
23.8K $1.99B
RIO
Rio Tinto PLC

Basic Materials
768
+ 3.02%
$58.19 - $64.29 $44.7K - $49.4K
26.2K $1.57B
PSA
Public Storage

Real Estate
201
+ 3.26%
$288.99 - $313.98 $58.1K - $63.1K
6.37K $1.91B
BAC
Bank Of America Corp

Financial Services
1.75K
+ 24.47%
$39.61 - $47.74 $69.3K - $83.5K
8.9K $371M
PFE
Pfizer Inc

Healthcare
5.28K
+ 6.05%
$25.01 - $27.13 $132K - $143K
92.5K $2.34B
GD
General Dynamics Corp

Industrials
19
+ 1.73%
$241.94 - $272.58 $4.6K - $5.18K
1.12K $304M
HMC
Honda Motor CO LTD

Consumer Cyclical
3.2K
+ 5.83%
$26.9 - $30.41 $86K - $97.2K
58.1K $1.58B
PEP
Pepsico Inc

Consumer Defensive
40
+ 2.91%
$142.64 - $156.42 $5.71K - $6.26K
1.41K $212M
SWK
Stanley Black & Decker, Inc.

Industrials
719
+ 4.04%
$76.43 - $90.41 $55K - $65K
18.5K $1.42B
IRDM
Iridium Communications Inc.

Communication Services
1.45K
+ 3.7%
$26.87 - $32.66 $38.9K - $47.3K
40.6K $1.11B
GOOG
Alphabet Inc.

Communication Services
20
+ 1.5%
$156.06 - $207.71 $3.12K - $4.15K
1.35K $211M
NVO
Novo Nordisk A S

Healthcare
63
+ 1.95%
$69.3 - $90.95 $4.37K - $5.73K
3.29K $228M
MSFT
Microsoft Corp

Technology
10
+ 0.52%
$375.39 - $447.2 $3.75K - $4.47K
1.95K $731M
CAT
Caterpillar Inc

Industrials
30
+ 0.75%
$326.75 - $407.63 $9.8K - $12.2K
4.01K $1.32B
LMT
Lockheed Martin Corp

Industrials
210
+ 3.29%
$423.19 - $506.29 $88.9K - $106K
6.59K $2.94B
AAPL
Apple Inc.

Technology
112
+ 1.02%
$209.68 - $247.1 $23.5K - $27.7K
11.1K $2.46B
Activity Summary
Buys All Purchases 28 New Holdings 2 Increased Positions 26 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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