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
ETSY
Etsy Inc

Consumer Cyclical
5.06K
New
$44.4 - $57.29 $225K - $290K
5.06K $239M
HUM
Humana Inc

Healthcare
858
New
$249.11 - $303.11 $214K - $260K
858 $227M
IBM
International Business Machines Corp

Technology
911
New
$217.4 - $264.74 $198K - $241K
911 $226M
EIX
Edison International

Utilities
3.83K
New
$50.06 - $80.01 $192K - $307K
3.83K $226M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
3.06K
New
$61.25 - $72.83 $188K - $223K
3.06K $217M
CVS
Cvs Health Corp

Healthcare
3.18K
New
$44.22 - $68.64 $141K - $219K
3.18K $216M
TT
Trane Technologies PLC

Industrials
637
New
$332.0 - $400.86 $211K - $255K
637 $215M
NOC
Northrop Grumman Corp

Industrials
398
New
$433.45 - $513.82 $173K - $205K
398 $204M
CME
Cme Group Inc.

Financial Services
569
+ 36.66%
$225.82 - $266.54 $128K - $152K
2.12K $563M
ACI
Albertsons Companies, Inc.

Consumer Defensive
9.17K
New
$19.58 - $22.02 $180K - $202K
9.17K $202M
Atlassian Corporation
945
New
N/A
945 $201M
CL
Colgate Palmolive CO

Consumer Defensive
2.14K
New
$85.68 - $97.5 $183K - $208K
2.14K $200M
PCG
Pg&E Corp

Utilities
11.3K
New
$15.16 - $20.4 $172K - $231K
11.3K $195M
INCY
Incyte Corp

Healthcare
3.65K
+ 110.74%
$60.0 - $75.26 $219K - $275K
6.94K $420M
ADT
Adt Inc.

Industrials
22.6K
New
$6.87 - $8.23 $155K - $186K
22.6K $184M
VRSN
Verisign Inc

Technology
501
+ 45.18%
$205.1 - $254.74 $103K - $128K
1.61K $409M
CNC
Centene Corp

Healthcare
2.72K
+ 64.08%
$55.93 - $65.89 $152K - $179K
6.98K $423M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.56K
+ 61.66%
$119.38 - $161.42 $186K - $252K
4.09K $489M
FTNT
Fortinet, Inc.

Technology
1.54K
+ 38.31%
$92.49 - $114.57 $143K - $177K
5.57K $537M
GWRE
Guidewire Software, Inc.

Technology
605
+ 38.12%
$166.74 - $218.22 $101K - $132K
2.19K $411M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
384
+ 39.63%
$233.07 - $290.7 $89.5K - $112K
1.35K $365M
WU
Western Union CO

Financial Services
10.4K
New
$10.24 - $11.62 $107K - $121K
10.4K $110M
ZI
Zoom Info Technologies Inc.

Technology
10.3K
New
$9.43 - $12.01 $97.3K - $124K
10.3K $103M
HWM
Howmet Aerospace Inc.

Industrials
380
+ 14.93%
$110.79 - $139.39 $42.1K - $53K
2.93K $379M
VZ
Verizon Communications Inc

Communication Services
1.5K
+ 25.55%
$37.81 - $46.49 $56.8K - $69.8K
7.38K $335M
PJAN
Innovator U.S. Equity Power Bu

ETFs
2.51K
+ 42.35%
$41.09 - $43.24 $103K - $108K
8.42K $349M
MMM
3 M CO

Industrials
377
+ 17.52%
$129.7 - $155.12 $48.9K - $58.5K
2.53K $371M
MPC
Marathon Petroleum Corp

Energy
347
+ 8.07%
$134.72 - $159.03 $46.7K - $55.2K
4.65K $677M
DISV
Dimensional ETF Tr Dimensional

ETFs
21
+ 0.07%
$26.09 - $30.21 $548 - $634
29.9K $871M
JPM
Jpmorgan Chase & CO

Financial Services
273
+ 18.71%
$225.19 - $279.95 $61.5K - $76.4K
1.73K $425M
PFE
Pfizer Inc

Healthcare
2.78K
+ 31.92%
$25.01 - $27.13 $69.5K - $75.4K
11.5K $291M
HOOD
Robinhood Markets, Inc.

Technology
680
+ 12.25%
$35.63 - $65.28 $24.2K - $44.4K
6.23K $259M
BMY
Bristol Myers Squibb CO

Healthcare
365
+ 7.59%
$53.9 - $63.11 $19.7K - $23K
5.18K $316M
PLTR
Palantir Technologies Inc.

Technology
84
+ 2.97%
$64.98 - $124.62 $5.46K - $10.5K
2.92K $246M
NVDA
Nvidia Corp

Technology
1.57K
+ 27.6%
$106.98 - $149.43 $167K - $234K
7.24K $784M
Siriusxm Holdings Inc
660
+ 5.49%
N/A
12.7K $286M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
28
+ 0.12%
$39.96 - $43.3 $1.12K - $1.21K
23K $949M
BRSP
Bright Spire Capital, Inc.

Real Estate
19
+ 0.1%
$5.48 - $6.23 $104 - $118
19.1K $106M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
104
+ 0.75%
$49.25 - $50.66 $5.12K - $5.27K
14K $694M
PDEC
Innovator U.S. Equity Power Bu
159
+ 1.54%
N/A
10.5K $394M
LDOS
Leidos Holdings, Inc.

Technology
18
+ 1.04%
$126.82 - $161.11 $2.28K - $2.9K
1.75K $236M
CFG
Citizens Financial Group Inc

Financial Services
109
+ 1.61%
$39.73 - $48.36 $4.33K - $5.27K
6.9K $283M
DFSV
Dimensional ETF Tr Dimensional

ETFs
22
+ 0.28%
$27.56 - $32.1 $606 - $706
7.92K $223M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
11
+ 0.27%
$80.73 - $94.96 $888 - $1.04K
4.1K $340M
DFAS
Dimensional ETF Tr U S Small C

ETFs
8
+ 0.1%
$58.81 - $68.2 $470 - $546
8.06K $482M
DFUS
Dimensional ETF Tr U S Equity

ETFs
293
+ 1.09%
$59.61 - $66.71 $17.5K - $19.5K
27.2K $1.64B
AVUV
American Centy ETF Tr Avantis

ETFs
12.2K
+ 7.14%
$84.95 - $100.62 $1.03M - $1.23M
183K $15.9B
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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