Allegiance Financial Group Advisory Services LLC Reduced Holdings in Q1 2025

Allegiance Financial Group Advisory Services LLC

  • $329 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-2.42K
- 5.96%
$375.39 - $447.2 $908K - $1.08M
38.2K $14.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.49K
- 8.94%
$507.05 - $563.67 $754K - $839K
15.2K $7.79B
VTWO
Vanguard Russell 2000 ETF

ETFs
-4.24K
- 9.28%
$80.08 - $92.93 $340K - $394K
41.5K $3.35B
VONG
Vanguard Russell 1000 Growth E

ETFs
-3.88K
- 12.25%
$92.71 - $107.38 $360K - $417K
27.8K $2.58B
AAPL
Apple Inc.

Technology
-692
- 4.64%
$209.68 - $247.1 $145K - $171K
14.2K $3.16B
FCNCA
First Citizens Bancshares Inc

Financial Services
-40
- 3.64%
$1728.36 - $2231.14 $69.1K - $89.2K
1.06K $1.97B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-2.93K
- 9.64%
$110.75 - $119.78 $325K - $351K
27.5K $3.18B
AMZN
Amazon Com Inc

Consumer Cyclical
-818
- 17.52%
$190.26 - $242.06 $156K - $198K
3.85K $733M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-8.11K
- 12.16%
$42.5 - $46.71 $345K - $379K
58.6K $2.65B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.31K
- 12.09%
$71.17 - $73.66 $306K - $317K
31.3K $2.3B
XOM
Exxon Mobil Corp

Energy
-3.02K
- 25.8%
$105.44 - $118.93 $318K - $359K
8.67K $1.03B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-602
- 43.78%
$442.66 - $534.52 $266K - $322K
773 $412M
SPY
Spdr S&P 500 ETF Trust

ETFs
-139
- 2.95%
$551.42 - $612.93 $76.6K - $85.2K
4.58K $2.56B
VEU
Vanguard Ftse All World Ex Us

ETFs
-8.91K
- 8.45%
$56.51 - $62.98 $504K - $561K
96.5K $5.86B
VO
Vanguard Mid Cap ETF

ETFs
-549
- 7.37%
$251.87 - $277.95 $138K - $153K
6.9K $1.79B
VONV
Vanguard Russell 1000 Value Et

ETFs
-2.04K
- 8.26%
$80.21 - $86.14 $163K - $175K
22.6K $1.87B
CMCSA
Comcast Corp

Communication Services
-2.7K
- 23.22%
$33.19 - $38.23 $89.7K - $103K
8.94K $330M
V
Visa Inc.

Financial Services
-603
- 19.35%
$306.92 - $362.71 $185K - $219K
2.51K $881M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.53K
- 9.76%
$76.94 - $78.28 $118K - $120K
14.2K $1.11B
PG
Procter & Gamble CO

Consumer Defensive
-694
- 8.65%
$158.56 - $176.26 $110K - $122K
7.33K $1.25B
F
Ford Motor CO

Consumer Cyclical
-9.03K
- 23.66%
$9.12 - $10.43 $82.4K - $94.2K
29.1K $292M
VNQ
Vanguard Specialized Funds Van

ETFs
-456
- 5.05%
$85.55 - $94.34 $39K - $43K
8.57K $776M
EFV
Msci Eafe Value ETF

ETFs
-835
- 18.81%
$51.88 - $60.73 $43.3K - $50.7K
3.6K $212M
FSK
Fs Kkr Capital Corp

Financial Services
-1
- 0.01%
$20.47 - $24.06 $20.5 - $24.1
14.1K $296M
DFIV
Dimensional ETF Tr

ETFs
-6.22K
- 8.92%
$35.33 - $40.77 $220K - $254K
63.5K $2.5B
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
Track This Portfolio

Track Allegiance Financial Group Advisory Services LLC Portfolio

Follow Allegiance Financial Group Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allegiance Financial Group Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allegiance Financial Group Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email