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
WMT
Walmart Inc.

Consumer Defensive
5.11K
+ 9.78%
$84.5 - $105.05 $432K - $537K
57.4K $5.04M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.92K
+ 1.91%
$50.48 - $51.04 $299K - $302K
316K $16M
ACWI
Ishares Msci Acwi ETF

ETFs
2.56K
New
$115.16 - $124.13 $295K - $318K
2.56K $297K
DKNG
Draft Kings Inc.

Consumer Cyclical
8.95K
New
$33.21 - $53.49 $297K - $479K
8.95K $297K
PFE
Pfizer Inc

Healthcare
17.5K
+ 13.9%
$25.01 - $27.13 $437K - $474K
143K $3.62M
AMD
Advanced Micro Devices Inc

Technology
2.85K
New
$96.63 - $129.55 $276K - $370K
2.85K $293K
NEM
Newmont Corp

Basic Materials
6.03K
New
$37.79 - $48.39 $228K - $292K
6.03K $291K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.78K
+ 30.82%
$168.16 - $186.21 $299K - $331K
7.55K $1.29M
AMZN
Amazon Com Inc

Consumer Cyclical
6.44K
+ 19.37%
$190.26 - $242.06 $1.22M - $1.56M
39.7K $7.54M
ED
Consolidated Edison Inc

Utilities
250
+ 2.36%
$88.0 - $110.59 $22K - $27.6K
10.9K $1.2M
QCOM
Qualcomm Inc

Technology
1.58K
New
$151.94 - $175.86 $240K - $278K
1.58K $242K
TXN
Texas Instruments Inc

Technology
1.21K
New
N/A
1.21K $234K
PGR
Progressive Corp

Financial Services
826
New
$235.61 - $291.22 $195K - $241K
826 $233K
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.97K
+ 2.03%
$28.11 - $32.0 $55.4K - $63K
98.8K $3.04M
PAYC
Paycom Software, Inc.

Technology
1.05K
New
$199.42 - $225.82 $210K - $238K
1.05K $229K
MDT
Medtronic PLC

Healthcare
2.47K
New
$79.84 - $94.5 $197K - $233K
2.47K $221K
LLY
Eli Lilly & CO

Healthcare
170
+ 12.14%
$725.72 - $929.72 $123K - $158K
1.57K $1.3M
CTAS
Cintas Corp

Industrials
1.05K
New
$182.09 - $208.14 $192K - $219K
1.05K $216K
IAU
Ishares Gold Trust

ETFs
3.65K
New
$49.74 - $58.96 $182K - $215K
3.65K $215K
ADP
Automatic Data Processing Inc

Industrials
691
New
$286.85 - $318.64 $198K - $220K
691 $211K
EMLP
First Tr Exchange Traded Iv

ETFs
5.52K
New
$35.79 - $38.28 $197K - $211K
5.52K $206K
MKTX
Marketaxess Holdings Inc

Financial Services
946
New
$189.81 - $226.47 $180K - $214K
946 $204K
AXP
American Express CO

Financial Services
753
New
$255.39 - $325.87 $192K - $245K
753 $202K
MCK
Mckesson Corp

Healthcare
299
New
$566.21 - $672.99 $169K - $201K
299 $201K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.47K
New
$79.17 - $82.04 $195K - $202K
2.47K $201K
BIBL
Northern Lts Fd Tr Iv

ETFs
5.25K
New
$37.55 - $41.94 $197K - $220K
5.25K $201K
PM
Philip Morris International Inc.

Consumer Defensive
159
+ 4.26%
$117.15 - $158.79 $18.6K - $25.2K
3.89K $618K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.53K
+ 1.21%
$44.41 - $45.98 $67.8K - $70.2K
128K $5.83M
ORCL
Oracle Corp

Technology
1.44K
+ 96.07%
$139.81 - $186.47 $201K - $269K
2.94K $411K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.38K
+ 89.97%
$51.45 - $58.51 $174K - $198K
7.14K $369K
SPY
Spdr S&P 500 ETF Trust

ETFs
331
+ 27.84%
$551.42 - $612.93 $183K - $203K
1.52K $850K
CLOI
Vaneck ETF Tr

ETFs
2.85K
+ 9.62%
$52.68 - $53.16 $150K - $151K
32.5K $1.71M
VEA
Vanguard Ftse Developed Market

ETFs
701
+ 1.84%
$47.4 - $52.99 $33.2K - $37.1K
38.7K $1.97M
FLV
American Centy ETF Tr Focused

ETFs
1.23K
+ 6.28%
$65.71 - $70.81 $80.6K - $86.8K
20.7K $1.45M
KO
Coca Cola CO

Consumer Defensive
1.33K
+ 26.03%
$60.81 - $72.32 $80.9K - $96.3K
6.45K $461K
T
At&T Inc.

Communication Services
631
+ 2.88%
$21.56 - $28.28 $13.6K - $17.8K
22.5K $637K
BSCV
Invesco ETF Self Indexed Fd Tr
8.08K
+ 35.73%
$15.87 - $16.38 $128K - $132K
30.7K $500K
BSCU
Invesco Exc Self Ind Tr

ETFs
7.95K
+ 32.31%
$16.2 - $16.64 $129K - $132K
32.5K $539K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
6.47K
+ 29.99%
$20.05 - $20.4 $130K - $132K
28K $570K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
7.11K
+ 32.24%
$18.18 - $18.58 $129K - $132K
29.1K $540K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
6.72K
+ 29.96%
$19.43 - $19.62 $131K - $132K
29.1K $570K
CRWD
Crowd Strike Holdings, Inc.

Technology
300
+ 12.73%
$308.86 - $455.36 $92.7K - $137K
2.66K $936K
MCD
Mcdonalds Corp

Consumer Cyclical
191
+ 7.05%
$279.74 - $321.29 $53.4K - $61.4K
2.9K $906K
F
Ford Motor CO

Consumer Cyclical
11.9K
New
$9.12 - $10.43 $108K - $124K
11.9K $118K
PAYX
Paychex Inc

Industrials
104
+ 1.47%
$136.06 - $154.52 $14.2K - $16.1K
7.16K $1.11M
SNOW
Snowflake Inc.

Technology
1.83K
+ 10.01%
$146.16 - $192.78 $267K - $352K
20.1K $2.93M
SBUX
Starbucks Corp

Consumer Cyclical
758
+ 13.22%
$91.75 - $115.81 $69.5K - $87.8K
6.49K $636K
AJG
Arthur J. Gallagher & Co.

Financial Services
33
+ 2.1%
$275.89 - $345.24 $9.1K - $11.4K
1.6K $553K
ABBV
Abb Vie Inc.

Healthcare
91
+ 3.28%
$169.2 - $216.66 $15.4K - $19.7K
2.87K $601K
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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