Allen Capital Group, LLC Purchases in Q1 2025

Allen Capital Group, LLC

  • $864 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.02M
New
$45.56 - $47.23 $46.4M - $48.1M
1.02M $47.9M
UITB
Usaa ETF Tr Core Intermediate

ETFs
230K
+ 42.16%
$45.41 - $47.18 $10.5M - $10.9M
776K $36.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.06K
+ 3.16%
$442.66 - $534.52 $1.35M - $1.64M
100K $53.3M
BRK-A
Berkshire Hathaway Inc

Financial Services
7
New
$663000.0 - $801950.0 $4.64M - $5.61M
7 $5.59M
GPC
Genuine Parts CO

Consumer Cyclical
44K
New
$115.91 - $129.02 $5.1M - $5.68M
44K $5.24M
INTU
Intuit Inc

Technology
5.85K
New
$555.63 - $630.23 $3.25M - $3.68M
5.85K $3.59M
ELV
Elevance Health, Inc.

Healthcare
7.73K
New
$365.9 - $436.25 $2.83M - $3.37M
7.73K $3.36M
USFR
Wisdomtree Floating Rate Treas

ETFs
64.3K
+ 51.01%
$50.29 - $50.5 $3.23M - $3.25M
190K $9.58M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
58.5K
+ 29.34%
$50.39 - $50.66 $2.95M - $2.96M
258K $13.1M
IQLT
Ishares Msci Intl Quality Fact

ETFs
5.84K
+ 0.6%
$36.91 - $41.03 $216K - $240K
987K $39.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
35.8K
+ 17.55%
$56.17 - $59.71 $2.01M - $2.14M
240K $13.7M
SCHW
Schwab Charles Corp

Financial Services
13.5K
+ 17.5%
$71.24 - $83.64 $960K - $1.13M
90.5K $7.09M
JPM
Jpmorgan Chase & CO

Financial Services
4.09K
+ 11.2%
$225.19 - $279.95 $920K - $1.14M
40.6K $9.95M
VZ
Verizon Communications Inc

Communication Services
14.8K
+ 15.46%
$37.81 - $46.49 $560K - $688K
111K $5.02M
UNH
Unitedhealth Group Inc

Healthcare
1.88K
+ 17.31%
$461.52 - $548.18 $867K - $1.03M
12.7K $6.67M
AVEM
American Centy ETF Tr Avantis

ETFs
14K
+ 8.19%
$57.11 - $62.4 $799K - $873K
185K $11.1M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
3.42K
+ 119.37%
$314.47 - $431.35 $1.08M - $1.48M
6.29K $2.3M
DE
Deere & CO

Industrials
1.08K
+ 9.88%
$408.57 - $509.27 $441K - $550K
12K $5.64M
SO
Southern CO

Utilities
8.21K
+ 38.93%
$80.96 - $92.96 $664K - $763K
29.3K $2.69M
KMI
Kinder Morgan, Inc.

Energy
25.3K
+ 12.19%
$26.1 - $31.22 $660K - $789K
233K $6.63M
JNJ
Johnson & Johnson

Healthcare
2.89K
+ 14.46%
$142.06 - $167.7 $411K - $485K
22.9K $3.8M
AEP
American Electric Power CO Inc

Utilities
3.38K
+ 11.04%
$90.32 - $109.27 $305K - $369K
34K $3.71M
ZHDG
Tidal ETF Tr Zega Buy & Hedge

ETFs
67.9K
+ 14.07%
$19.21 - $20.97 $1.3M - $1.42M
550K $10.7M
IVV
Ishares Core S&P 500 ETF

ETFs
1.88K
+ 22.07%
$554.06 - $615.85 $1.04M - $1.15M
10.4K $5.83M
GBIL
Goldman Sachs Access Treasury

ETFs
7.44K
+ 21.39%
$99.85 - $100.19 $743K - $745K
42.2K $4.23M
CSCO
Cisco Systems, Inc.

Technology
8.69K
+ 10.03%
$58.74 - $64.87 $510K - $563K
95.3K $5.88M
BR
Broadridge Financial Solutions, Inc.

Technology
2.16K
+ 15.37%
$221.46 - $244.83 $477K - $528K
16.2K $3.92M
UL
Unilever PLC

Consumer Defensive
9.58K
+ 15.7%
$54.72 - $60.29 $524K - $578K
70.6K $4.21M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.15K
+ 2.43%
$37.07 - $40.63 $339K - $372K
386K $15.2M
SCHP
Schwab Strategic Us Tips ETF

ETFs
11K
+ 2.87%
$25.69 - $26.89 $283K - $297K
396K $10.6M
KLAC
Kla Corp

Technology
785
+ 23.2%
$636.62 - $777.63 $500K - $610K
4.17K $2.83M
JMBS
Janus Detroit Str Tr Henderson

ETFs
10.2K
+ 5.38%
$43.53 - $45.42 $445K - $464K
200K $9.05M
TSCO
Tractor Supply CO

Consumer Cyclical
9.55K
+ 16.04%
$51.66 - $57.94 $493K - $553K
69.1K $3.81M
VEEV
Veeva Systems Inc

Healthcare
1.62K
+ 13.34%
$210.58 - $246.8 $341K - $399K
13.7K $3.18M
HD
Home Depot, Inc.

Consumer Cyclical
2.68K
+ 15.31%
$347.25 - $424.87 $929K - $1.14M
20.2K $7.39M
V
Visa Inc.

Financial Services
271
+ 2.16%
$306.92 - $362.71 $83.2K - $98.3K
12.8K $4.49M
MSFT
Microsoft Corp

Technology
4.19K
+ 18.09%
$375.39 - $447.2 $1.57M - $1.87M
27.4K $10.3M
NKE
Nike, Inc.

Consumer Cyclical
13.8K
+ 42.91%
$63.29 - $81.72 $873K - $1.13M
45.9K $2.92M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.59K
+ 8.15%
$48.65 - $53.06 $223K - $244K
60.9K $3.16M
PEP
Pepsico Inc

Consumer Defensive
3.14K
+ 22.19%
$142.64 - $156.42 $448K - $491K
17.3K $2.59M
XOM
Exxon Mobil Corp

Energy
1.17K
+ 4.58%
$105.44 - $118.93 $123K - $139K
26.7K $3.17M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.69K
+ 5.58%
$18.36 - $20.51 $178K - $199K
183K $3.62M
ADBE
Adobe Inc.

Technology
1.76K
+ 41.21%
$377.84 - $464.11 $664K - $815K
6.02K $2.31M
META
Meta Platforms, Inc.

Communication Services
1.01K
+ 7.34%
$576.36 - $736.67 $580K - $741K
14.7K $8.48M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
9.39K
New
$39.97 - $48.7 $375K - $457K
9.39K $375K
CVS
Cvs Health Corp

Healthcare
5.44K
New
$44.22 - $68.64 $241K - $374K
5.44K $368K
DUK
Duke Energy Corp

Utilities
1.68K
+ 16.07%
$105.87 - $121.97 $178K - $205K
12.2K $1.48M
SPTS
Spdr Portfolio Short Term Trea

ETFs
10.8K
+ 22.23%
$28.92 - $29.24 $314K - $317K
59.6K $1.74M
ASML
Asml Holding Nv

Technology
622
+ 22.68%
$662.63 - $776.99 $412K - $483K
3.37K $2.23M
Activity Summary
Buys All Purchases 174 New Holdings 28 Increased Positions 146 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 1 Puts 1
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