Allen Wealth Management, LLC Reduced Holdings in Q3 2025

Allen Wealth Management, LLC

  • $148 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-17.7K
- 32.86%
$105.83 - $117.22 $1.87M - $2.08M
36.2K $4.08B
PFE
Pfizer Inc

Healthcare
-55.7K
- 60.98%
$23.29 - $25.88 $1.3M - $1.44M
35.7K $908M
CSCO
Cisco Systems, Inc.

Technology
-6.96K
- 13.87%
$66.2 - $71.79 $461K - $500K
43.3K $2.96B
SBUX
Starbucks Corp

Consumer Cyclical
-3.53K
- 36.09%
$81.9 - $96.86 $289K - $342K
6.25K $529M
KO
Coca Cola CO

Consumer Defensive
-3.14K
- 18.54%
$65.67 - $71.67 $206K - $225K
13.8K $913M
UL
Unilever PLC

Consumer Defensive
-1.49K
- 7.68%
$58.43 - $65.01 $86.8K - $96.6K
17.9K $1.06B
ALL
Allstate Corp

Financial Services
-490
- 33.77%
$192.0 - $214.65 $94.1K - $105K
961 $206M
V
Visa Inc.

Financial Services
-100
- 3.49%
$332.09 - $358.86 $33.2K - $35.9K
2.77K $944M
AMGN
Amgen Inc

Healthcare
-261
- 9.53%
$271.18 - $309.22 $70.8K - $80.7K
2.48K $699M
EPD
Enterprise Products Partners L.P.

Energy
-2.32K
- 7.77%
$30.74 - $32.14 $71.2K - $74.4K
27.5K $859M
PM
Philip Morris International Inc.

Consumer Defensive
-75
- 5.05%
$157.77 - $183.27 $11.8K - $13.7K
1.41K $229M
ADP
Automatic Data Processing Inc

Industrials
-70
- 6.14%
$288.69 - $310.94 $20.2K - $21.8K
1.07K $314M
PSA
Public Storage

Real Estate
-23
- 0.36%
$271.94 - $298.09 $6.25K - $6.86K
6.4K $1.85B
VZ
Verizon Communications Inc

Communication Services
-820
- 12.94%
$40.84 - $45.06 $33.5K - $36.9K
5.52K $242M
NFLX
Netflix Inc

Communication Services
-2
- 0.99%
$1147.87 - $1297.18 $2.3K - $2.59K
200 $240M
FDX
Fedex Corp

Industrials
-191
- 7.86%
$217.1 - $243.2 $41.5K - $46.5K
2.24K $528M
MET
Metlife Inc

Financial Services
-368
- 8.5%
$73.82 - $82.37 $27.2K - $30.3K
3.96K $326M
NVS
Novartis Ag

Healthcare
-375
- 8.25%
$113.5 - $129.73 $42.6K - $48.6K
4.17K $535M
GD
General Dynamics Corp

Industrials
-203
- 18.17%
$293.92 - $341.0 $59.7K - $69.2K
914 $312M
C
Citigroup Inc

Financial Services
-5.11K
- 16.58%
$85.57 - $103.49 $437K - $529K
25.7K $2.61B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2
- 0.43%
$459.11 - $506.91 $918 - $1.01K
464 $233M
BAC
Bank Of America Corp

Financial Services
-400
- 4.62%
$44.92 - $52.42 $18K - $21K
8.26K $426M
MSFT
Microsoft Corp

Technology
-40
- 2.13%
$491.09 - $535.64 $19.6K - $21.4K
1.83K $950M
WMT
Walmart Inc.

Consumer Defensive
-100
- 1.53%
$94.4 - $104.27 $9.44K - $10.4K
6.42K $662M
JPM
Jpmorgan Chase & CO

Financial Services
-140
- 4.64%
$282.78 - $316.06 $39.6K - $44.2K
2.88K $907M
DUK
Duke Energy Corp

Utilities
-212
- 1.9%
$116.31 - $125.93 $24.7K - $26.7K
10.9K $1.35B
ABBV
Abb Vie Inc.

Healthcare
-80
- 5.76%
$184.85 - $231.54 $14.8K - $18.5K
1.31K $303M
NEM
Newmont Corp

Basic Materials
-700
- 16.26%
$57.35 - $85.25 $40.1K - $59.7K
3.61K $304M
NOC
Northrop Grumman Corp

Industrials
-31
- 3.3%
$498.9 - $609.32 $15.5K - $18.9K
907 $553M
CAT
Caterpillar Inc

Industrials
-510
- 13.85%
$390.92 - $477.15 $199K - $243K
3.17K $1.51B
MDT
Medtronic PLC

Healthcare
-286
- 1.32%
$87.67 - $95.74 $25.1K - $27.4K
21.4K $2.04B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.39K
- 12.98%
$224.68 - $282.71 $313K - $393K
9.32K $2.6B
CVX
Chevron Corp

Energy
-986
- 3.57%
$145.57 - $161.83 $144K - $160K
26.6K $4.14B
LNC
Lincoln National Corp

Financial Services
-3.95K
- 6.62%
$33.37 - $43.29 $132K - $171K
55.6K $2.24B
BK
Bank Of New York Mellon Corp

Financial Services
-2.06K
- 8.79%
$90.65 - $109.75 $186K - $226K
21.3K $2.33B
LMT
Lockheed Martin Corp

Industrials
-24
- 0.36%
$410.74 - $499.21 $9.86K - $12K
6.63K $3.31B
AAPL
Apple Inc.

Technology
-488
- 4.49%
$202.38 - $256.87 $98.8K - $125K
10.4K $2.64B
Activity Summary
Buys All Purchases 16 New Holdings 3 Increased Positions 13 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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