Allegiance Financial Group Advisory Services LLC Purchases in Q2 2025

Allegiance Financial Group Advisory Services LLC

  • $378 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
8.83K
+ 7.21%
$243.75 - $303.93 $2.15M - $2.68M
131K $40B
MSFT
Microsoft Corp

Technology
550
+ 1.44%
$354.56 - $497.45 $195K - $274K
38.8K $19.3B
AVDV
American Centy ETF Tr Avantis

ETFs
19.9K
+ 7.02%
$61.76 - $79.32 $1.23M - $1.58M
303K $24B
AVLV
American Centy ETF Tr Avantis
37.7K
+ 7.81%
$56.85 - $68.21 $2.14M - $2.57M
520K $35.5B
DFAU
Dimensional ETF Tr

ETFs
34K
+ 7.6%
$34.04 - $42.36 $1.16M - $1.44M
482K $20.4B
AVIV
American Centy ETF Tr Avantis
18.3K
+ 7.86%
$50.27 - $62.84 $918K - $1.15M
251K $15.6B
IDEV
Ishares Core Msci Intl Develop

ETFs
14.9K
+ 8.29%
$61.79 - $76.67 $920K - $1.14M
195K $14.8B
DFAI
Dimensional ETF Tr

ETFs
31.7K
+ 8.04%
$28.02 - $34.71 $888K - $1.1M
426K $14.7B
AVUV
American Centy ETF Tr Avantis

ETFs
17.8K
+ 9.75%
$75.17 - $91.21 $1.34M - $1.62M
201K $18.3B
AVES
American Centy ETF Tr Avantis

ETFs
12.6K
+ 8.89%
$42.02 - $53.63 $531K - $677K
155K $8.28B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
24.9K
+ 6.64%
$35.3 - $37.51 $879K - $934K
400K $15B
AVIG
American Centy ETF Tr Avantis

ETFs
26.3K
+ 6.41%
$40.41 - $41.62 $1.06M - $1.09M
436K $18.2B
AVRE
American Centy ETF Tr Avantis
19.7K
+ 8.54%
$38.75 - $44.92 $762K - $883K
250K $11B
IEMG
Ishares Inc

ETFs
7.57K
+ 8.77%
N/A
93.9K $5.64B
NVDA
Nvidia Corp

Technology
2.73K
+ 37.66%
$94.31 - $157.99 $257K - $431K
9.96K $1.57B
LDOS
Leidos Holdings, Inc.

Technology
4.41K
+ 251.92%
$132.9 - $160.3 $586K - $706K
6.16K $971M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.38K
New
$82.96 - $110.1 $364K - $483K
4.38K $483M
MRK
Merck & Co., Inc.

Healthcare
5.92K
New
$73.47 - $87.12 $435K - $516K
5.92K $473M
RBLX
Roblox Corp

Communication Services
175
+ 1.91%
$51.22 - $105.59 $8.96K - $18.5K
9.34K $983M
SAIC
Science Applications International Corp

Technology
3.8K
New
$100.22 - $123.41 $381K - $469K
3.8K $428M
Innovator Etfs Trust
16.3K
New
N/A
16.3K $425M
ADSK
Autodesk, Inc.

Technology
1.36K
New
N/A
1.36K $420M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.34K
New
$43.53 - $54.46 $319K - $400K
7.34K $400M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
16.7K
New
$19.1 - $23.83 $318K - $397K
16.7K $397M
ASTS
Ast Space Mobile, Inc.

Communication Services
7.51K
New
$20.07 - $51.83 $151K - $389K
7.51K $351M
ILMN
Illumina, Inc.

Healthcare
3.61K
New
$70.3 - $95.41 $254K - $344K
3.61K $344M
American Centy ETF Tr
4.75K
New
N/A
4.75K $337M
VEEV
Veeva Systems Inc

Healthcare
1.17K
New
$209.39 - $289.94 $245K - $339K
1.17K $337M
LYFT
Lyft, Inc.

Technology
21.1K
New
$9.97 - $17.21 $211K - $364K
21.1K $333M
TSLA
Tesla, Inc.

Consumer Cyclical
1.04K
New
$221.86 - $362.89 $231K - $377K
1.04K $330M
FIX
Comfort Systems Usa Inc

Industrials
607
New
$296.51 - $536.21 $180K - $325K
607 $325M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.73K
New
$152.42 - $182.82 $263K - $316K
1.73K $316M
AVGO
Broadcom Inc.

Technology
1.12K
New
$146.29 - $275.65 $163K - $308K
1.12K $308M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.63K
New
$153.22 - $199.8 $250K - $326K
1.63K $307M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
655
New
$328.01 - $475.68 $215K - $312K
655 $306M
VTV
Vanguard Value ETF

ETFs
1.68K
New
$153.67 - $176.74 $259K - $298K
1.68K $299M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
672
+ 86.93%
$483.48 - $539.8 $325K - $363K
1.45K $702M
EFV
Msci Eafe Value ETF

ETFs
4.26K
+ 118.2%
$52.4 - $64.65 $223K - $275K
7.86K $499M
JCI
Johnson Controls International PLC

Industrials
2.68K
New
$71.14 - $105.62 $191K - $283K
2.68K $284M
APH
Amphenol Corp

Technology
2.84K
New
$59.09 - $98.75 $168K - $280K
2.84K $281M
DDOG
Datadog, Inc.

Technology
2.08K
New
$87.0 - $134.33 $181K - $280K
2.08K $280M
COF
Capital One Financial Corp

Financial Services
1.27K
New
$150.57 - $212.76 $192K - $271K
1.27K $271M
MANH
Manhattan Associates Inc

Technology
1.34K
New
$143.9 - $197.47 $193K - $265K
1.34K $265M
NUE
Nucor Corp

Basic Materials
2.02K
New
$103.22 - $131.43 $209K - $266K
2.02K $263M
KMX
Carmax Inc

Consumer Cyclical
3.8K
New
$62.27 - $82.77 $237K - $315K
3.8K $256M
TOL
Toll Brothers, Inc.

Consumer Cyclical
2.16K
New
$90.5 - $114.3 $195K - $247K
2.16K $247M
PEP
Pepsico Inc

Consumer Defensive
1.85K
New
$128.02 - $151.37 $237K - $280K
1.85K $244M
TFC
Truist Financial Corp

Financial Services
5.6K
New
$34.79 - $42.99 $195K - $241K
5.6K $241M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.29K
New
$149.76 - $186.42 $193K - $240K
1.29K $240M
Activity Summary
Buys All Purchases 95 New Holdings 39 Increased Positions 56 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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