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
O
Realty Income Corp

Real Estate
608
+ 3.82%
$51.67 - $58.49 $31.4K - $35.6K
16.5K $958K
MA
Mastercard Inc

Financial Services
152
+ 14.0%
$504.67 - $576.31 $76.7K - $87.6K
1.24K $678K
AMGN
Amgen Inc

Healthcare
59
+ 3.77%
$258.59 - $327.36 $15.3K - $19.3K
1.62K $505K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
733
+ 2.44%
$32.66 - $36.43 $23.9K - $26.7K
30.7K $1.08M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.69K
+ 3.22%
$25.81 - $28.52 $43.7K - $48.3K
54.2K $1.49M
GNR
Spdr S&P Global Natural Resour

ETFs
276
+ 1.18%
$50.12 - $54.48 $13.8K - $15K
23.6K $1.26M
WDAY
Workday, Inc.

Technology
1.28K
+ 15.46%
$233.53 - $277.82 $299K - $356K
9.57K $2.23M
BKNG
Booking Holdings Inc.

Consumer Cyclical
58
+ 12.16%
$4295.4 - $5141.88 $249K - $298K
535 $2.46M
UNP
Union Pacific Corp

Industrials
164
+ 2.36%
$225.21 - $254.42 $36.9K - $41.7K
7.12K $1.68M
ITA
Ishares Tr

ETFs
336
+ 6.26%
$144.84 - $159.5 $48.7K - $53.6K
5.7K $872K
ZTS
Zoetis Inc.

Healthcare
505
+ 20.83%
$156.48 - $175.67 $79K - $88.7K
2.93K $482K
DHR
Danaher Corp

Healthcare
574
+ 38.65%
$201.62 - $250.59 $116K - $144K
2.06K $422K
XLF
Financial Sector Spdr

ETFs
1.11K
+ 10.1%
$47.32 - $52.19 $52.5K - $57.9K
12.1K $602K
SCHV
Schwab Strategic Tr Us Large C

ETFs
948
+ 1.09%
$25.77 - $27.6 $24.4K - $26.2K
87.9K $2.34M
COST
Costco Wholesale Corp

Consumer Defensive
56
+ 10.98%
$890.62 - $1076.86 $49.9K - $60.3K
566 $535K
GE
General Electric CO

Industrials
89
+ 6.08%
$168.59 - $212.13 $15K - $18.9K
1.55K $310K
AMT
American Tower Corp

Real Estate
99
+ 7.47%
$173.46 - $217.6 $17.2K - $21.5K
1.42K $309K
PSX
Phillips 66

Energy
11
+ 0.2%
$113.93 - $131.55 $1.25K - $1.45K
5.65K $697K
NOC
Northrop Grumman Corp

Industrials
16
+ 1.52%
$433.45 - $513.82 $6.94K - $8.22K
1.07K $547K
MKL
Markel Corp

Financial Services
14
+ 7.87%
$1660.14 - $2059.83 $23.2K - $28.8K
192 $358K
CPRT
Copart Inc

Consumer Cyclical
953
+ 13.6%
$52.3 - $59.83 $49.8K - $57K
7.96K $450K
MDLZ
Mondelez International, Inc.

Consumer Defensive
213
+ 5.7%
$56.12 - $68.15 $12K - $14.5K
3.95K $267K
EPD
Enterprise Products Partners L.P.

Energy
195
+ 1.59%
$31.75 - $34.14 $6.19K - $6.66K
12.4K $424K
WFC
Wells Fargo & Company

Financial Services
378
+ 4.69%
$66.78 - $81.42 $25.2K - $30.8K
8.43K $605K
CPNG
Coupang, Inc.

Consumer Cyclical
1.66K
+ 9.26%
$21.34 - $25.52 $35.4K - $42.4K
19.6K $429K
MCO
Moodys Corp

Financial Services
84
+ 18.14%
$437.8 - $527.48 $36.8K - $44.3K
547 $254K
CRM
Salesforce, Inc.

Technology
401
+ 35.8%
$268.36 - $359.95 $108K - $144K
1.52K $408K
IEMG
Ishares Inc

ETFs
553
+ 4.66%
N/A
12.4K $666K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.58K
+ 12.17%
$102.49 - $119.96 $162K - $190K
14.6K $1.52M
DGRO
Ishares Core Dividend Growth E

ETFs
347
+ 3.53%
$60.46 - $64.42 $21K - $22.4K
10.2K $627K
MU
Micron Technology Inc

Technology
139
+ 3.22%
$86.89 - $109.38 $12.1K - $15.2K
4.46K $387K
CASY
Caseys General Stores Inc

Consumer Cyclical
3
+ 0.5%
$378.71 - $442.54 $1.14K - $1.33K
603 $261K
SYK
Stryker Corp

Healthcare
10
+ 0.63%
$355.18 - $399.9 $3.55K - $4K
1.6K $594K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
250
+ 1.18%
$23.28 - $23.95 $5.82K - $5.99K
21.4K $509K
PANW
Palo Alto Networks Inc

Technology
278
+ 8.9%
$167.82 - $208.28 $46.7K - $57.9K
3.4K $580K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
308
+ 5.16%
$49.25 - $50.66 $15.2K - $15.6K
6.28K $311K
FISV
Fiserv Inc

Technology
97
+ 9.85%
N/A
1.08K $135K
AMAT
Applied Materials Inc

Technology
189
+ 13.81%
$145.06 - $195.51 $27.4K - $37K
1.56K $226K
FANG
Diamondback Energy, Inc.

Energy
266
+ 2.59%
$139.9 - $180.18 $37.2K - $47.9K
10.5K $1.68M
DIS
Walt Disney CO

Communication Services
316
+ 13.83%
$96.87 - $114.0 $30.6K - $36K
2.6K $256K
Blackrock ETF Trust Ii
7.8K
+ 11.73%
N/A
74.3K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
6.5K
+ 36.14%
N/A
24.5K $0
Victory Portfolios Ii
36.2K
+ 10.12%
N/A
394K $0
Niocorp Devs LTD
3.64K
+ 30.84%
N/A
15.4K $0
Pimco ETF Tr
51.4K
+ 10.91%
N/A
522K $0
Ea Series Trust
9.42K
+ 15.83%
N/A
68.9K $0
J P Morgan Exchange Traded F
7.39K
+ 136.0%
N/A
12.8K $0
Rtx Corporation
3.21K
New
N/A
3.21K $0
PECO
Phillips Edison & Company, Inc.

Real Estate
14
+ 0.22%
$34.43 - $37.49 $482 - $525
6.35K $231K
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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