Allegiance Financial Group Advisory Services LLC Incresed Positions 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
RBLX
Roblox Corp

Communication Services
175
+ 1.91%
$51.22 - $105.59 $8.96K - $18.5K
9.34K $983M
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
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.96K
+ 9.44%
$72.02 - $73.82 $213K - $218K
34.2K $2.52B
DASH
Door Dash, Inc.

Communication Services
317
+ 16.17%
$163.16 - $246.51 $51.7K - $78.1K
2.28K $561M
DUK
Duke Energy Corp

Utilities
1.58K
+ 65.87%
$112.46 - $124.05 $178K - $196K
3.98K $469M
PLTR
Palantir Technologies Inc.

Technology
162
+ 5.55%
$74.01 - $144.25 $12K - $23.4K
3.08K $420M
HWM
Howmet Aerospace Inc.

Industrials
15
+ 0.51%
$112.33 - $186.13 $1.68K - $2.79K
2.94K $547M
F
Ford Motor CO

Consumer Cyclical
10.2K
+ 34.87%
$8.69 - $10.85 $88.3K - $110K
39.3K $426M
DISV
Dimensional ETF Tr Dimensional

ETFs
263
+ 0.88%
$25.93 - $32.91 $6.82K - $8.66K
30.2K $993M
GWRE
Guidewire Software, Inc.

Technology
8
+ 0.36%
$172.73 - $257.37 $1.38K - $2.06K
2.2K $518M
NTNX
Nutanix, Inc.

Technology
849
+ 22.1%
$58.17 - $83.07 $49.4K - $70.5K
4.69K $359M
RL
Ralph Lauren Corp

Consumer Cyclical
5
+ 0.34%
$182.34 - $286.22 $912 - $1.43K
1.48K $406M
VRSN
Verisign Inc

Technology
81
+ 5.03%
$234.49 - $288.8 $19K - $23.4K
1.69K $488M
ZI
Zoom Info Technologies Inc.

Technology
6.97K
+ 67.53%
$7.41 - $10.31 $51.6K - $71.8K
17.3K $175M
Siriusxm Holdings Inc
2.8K
+ 22.11%
N/A
15.5K $356M
V
Visa Inc.

Financial Services
131
+ 5.21%
$308.27 - $373.31 $40.4K - $48.9K
2.64K $939M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
563
+ 3.97%
$77.74 - $78.78 $43.8K - $44.4K
14.7K $1.16B
GOOG
Alphabet Inc.

Communication Services
64
+ 3.63%
$146.58 - $180.01 $9.38K - $11.5K
1.83K $324M
Atlassian Corporation
281
+ 29.74%
N/A
1.23K $249M
MCK
Mckesson Corp

Healthcare
6
+ 0.88%
$652.83 - $732.78 $3.92K - $4.4K
689 $505M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
103
+ 2.52%
$72.61 - $88.75 $7.48K - $9.14K
4.2K $373M
VNQ
Vanguard Specialized Funds Van

ETFs
404
+ 4.71%
$79.79 - $91.42 $32.2K - $36.9K
8.98K $800M
CME
Cme Group Inc.

Financial Services
4
+ 0.19%
$252.37 - $290.71 $1.01K - $1.16K
2.13K $586M
RGLD
Royal Gold Inc

Basic Materials
10
+ 0.68%
$155.48 - $186.71 $1.55K - $1.87K
1.49K $265M
MMM
3 M CO

Industrials
24
+ 0.95%
$126.09 - $154.15 $3.03K - $3.7K
2.55K $389M
UA
Under Armour Inc Cl C

Consumer Cyclical
44
+ 0.15%
$4.73 - $6.59 $208 - $290
30K $195M
T
At&T Inc.

Communication Services
215
+ 1.59%
$26.33 - $28.94 $5.66K - $6.22K
13.7K $396M
DFSV
Dimensional ETF Tr Dimensional

ETFs
21
+ 0.27%
$24.21 - $29.47 $508 - $619
7.94K $234M
ADT
Adt Inc.

Industrials
195
+ 0.86%
$7.54 - $8.6 $1.47K - $1.68K
22.8K $195M
TRV
Travelers Companies, Inc.

Financial Services
22
+ 2.07%
$233.83 - $276.34 $5.14K - $6.08K
1.08K $290M
FSK
Fs Kkr Capital Corp

Financial Services
45
+ 0.32%
$17.95 - $21.5 $808 - $968
14.2K $295M
SSNC
Ss&C Technologies Holdings Inc

Technology
13
+ 0.44%
$71.96 - $83.42 $935 - $1.08K
3K $248M
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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