Allegiance Financial Group Advisory Services LLC Purchases in Q1 2025

Allegiance Financial Group Advisory Services LLC

  • $329 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVDV
American Centy ETF Tr Avantis

ETFs
19.9K
+ 7.56%
$63.74 - $71.96 $1.27M - $1.43M
283K $19.7B
AVIG
American Centy ETF Tr Avantis

ETFs
45.3K
+ 12.43%
$40.06 - $41.55 $1.82M - $1.88M
410K $17B
DFSD
Dimensional ETF Tr Short Durat

ETFs
38.9K
+ 12.43%
$46.74 - $47.55 $1.82M - $1.85M
352K $16.7B
AVIV
American Centy ETF Tr Avantis
16.8K
+ 7.79%
$51.51 - $58.54 $865K - $983K
232K $13.2B
DFAI
Dimensional ETF Tr

ETFs
36.1K
+ 10.06%
$28.88 - $32.4 $1.04M - $1.17M
395K $12.3B
IDEV
Ishares Core Msci Intl Develop

ETFs
15.4K
+ 9.39%
$63.77 - $71.36 $983K - $1.1M
180K $12.4B
AVRE
American Centy ETF Tr Avantis
21.7K
+ 10.4%
$40.62 - $44.31 $881K - $961K
230K $9.9B
AVLV
American Centy ETF Tr Avantis
27.7K
+ 6.08%
$63.51 - $70.42 $1.76M - $1.95M
482K $31.5B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
28.5K
+ 8.2%
$36.63 - $37.45 $1.04M - $1.07M
375K $13.8B
AVES
American Centy ETF Tr Avantis

ETFs
13.4K
+ 10.38%
$44.71 - $48.65 $597K - $650K
142K $6.7B
JNJ
Johnson & Johnson

Healthcare
3.08K
+ 92.4%
$142.06 - $167.7 $437K - $516K
6.41K $1.06B
IEMG
Ishares Inc

ETFs
7.92K
+ 10.1%
N/A
86.3K $4.66B
UBER
Uber Technologies, Inc

Technology
1.35K
+ 4.27%
$63.17 - $81.49 $85.4K - $110K
33K $2.41B
SNOW
Snowflake Inc.

Technology
3.3K
New
$146.16 - $192.78 $482K - $636K
3.3K $482M
COP
Conocophillips

Energy
4.28K
New
$88.6 - $105.85 $379K - $453K
4.28K $450M
Arista Networks Inc
5.54K
New
N/A
5.54K $429M
T
At&T Inc.

Communication Services
13.5K
New
$21.56 - $28.28 $291K - $381K
13.5K $381M
INTC
Intel Corp

Technology
16.3K
New
$19.1 - $27.39 $312K - $448K
16.3K $371M
GM
General Motors CO

Consumer Cyclical
7.68K
New
$45.22 - $54.92 $347K - $422K
7.68K $361M
DASH
Door Dash, Inc.

Communication Services
1.96K
New
$168.37 - $213.38 $330K - $418K
1.96K $358M
MDT
Medtronic PLC

Healthcare
3.95K
New
$79.84 - $94.5 $316K - $373K
3.95K $355M
MSCI
Msci Inc.

Financial Services
619
New
$541.46 - $628.34 $335K - $389K
619 $350M
ADBE
Adobe Inc.

Technology
902
New
$377.84 - $464.11 $341K - $419K
902 $346M
Ge Vernova Inc
1.13K
New
N/A
1.13K $345M
MOH
Molina Healthcare, Inc.

Healthcare
1.02K
New
$266.57 - $333.27 $271K - $339K
1.02K $335M
BKNG
Booking Holdings Inc.

Consumer Cyclical
72
New
$4295.4 - $5141.88 $309K - $370K
72 $332M
RL
Ralph Lauren Corp

Consumer Cyclical
1.47K
New
$215.68 - $286.74 $317K - $422K
1.47K $325M
TPR
Tapestry, Inc.

Consumer Cyclical
4.48K
New
$65.63 - $89.21 $294K - $400K
4.48K $315M
PANW
Palo Alto Networks Inc

Technology
1.82K
New
$167.82 - $208.28 $305K - $378K
1.82K $310M
RBLX
Roblox Corp

Communication Services
5.23K
+ 132.84%
$53.77 - $75.47 $281K - $395K
9.17K $534M
EXEL
Exelixis, Inc.

Healthcare
8.26K
New
$32.38 - $39.16 $267K - $323K
8.26K $305M
DFAU
Dimensional ETF Tr

ETFs
29.9K
+ 7.16%
$37.84 - $42.29 $1.13M - $1.26M
448K $17.2B
DUK
Duke Energy Corp

Utilities
2.4K
New
$105.87 - $121.97 $254K - $292K
2.4K $292M
TRV
Travelers Companies, Inc.

Financial Services
1.06K
New
$232.43 - $265.13 $247K - $282K
1.06K $281M
AIG
American International Group, Inc.

Financial Services
3.21K
New
$70.5 - $86.94 $227K - $279K
3.21K $279M
GRMN
Garmin LTD

Technology
1.27K
New
$204.55 - $241.93 $260K - $307K
1.27K $276M
GOOG
Alphabet Inc.

Communication Services
1.76K
New
$156.06 - $207.71 $275K - $366K
1.76K $275M
ZS
Zscaler, Inc.

Technology
1.37K
New
$181.66 - $216.87 $249K - $297K
1.37K $272M
C
Citigroup Inc

Financial Services
3.78K
New
$67.23 - $84.63 $254K - $320K
3.78K $268M
NTNX
Nutanix, Inc.

Technology
3.84K
New
$61.28 - $77.44 $235K - $297K
3.84K $268M
OVV
Ovintiv Inc.

Energy
6.24K
New
$37.84 - $45.91 $236K - $287K
6.24K $267M
ALL
Allstate Corp

Financial Services
1.26K
New
$180.99 - $210.18 $227K - $264K
1.26K $260M
BIIB
Biogen Inc.

Healthcare
1.85K
New
$133.43 - $153.27 $246K - $283K
1.85K $253M
SSNC
Ss&C Technologies Holdings Inc

Technology
2.99K
New
$74.75 - $89.13 $223K - $266K
2.99K $249M
GE
General Electric CO

Industrials
708
+ 22.87%
$168.59 - $212.13 $119K - $150K
3.8K $761M
MCK
Mckesson Corp

Healthcare
306
+ 81.17%
$566.21 - $672.99 $173K - $206K
683 $460M
DKNG
Draft Kings Inc.

Consumer Cyclical
7.32K
New
$33.21 - $53.49 $243K - $391K
7.32K $243M
RGLD
Royal Gold Inc

Basic Materials
1.48K
New
$132.55 - $163.51 $196K - $242K
1.48K $242M
PINS
Pinterest, Inc.

Communication Services
7.7K
New
$29.79 - $40.0 $229K - $308K
7.7K $239M
Activity Summary
Buys All Purchases 98 New Holdings 48 Increased Positions 50 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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