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
GS
Goldman Sachs Group Inc

Financial Services
16
+ 2.67%
$524.81 - $672.19 $8.4K - $10.8K
615 $335K
HON
Honeywell International Inc

Industrials
39
+ 2.65%
$202.75 - $226.52 $7.91K - $8.83K
1.51K $319K
MS
Morgan Stanley

Financial Services
156
+ 4.16%
$111.68 - $141.08 $17.4K - $22K
3.91K $455K
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.66K
+ 9.27%
$23.16 - $27.04 $131K - $153K
66.7K $1.56M
PRU
Prudential Financial Inc

Financial Services
10
+ 0.37%
$105.04 - $122.33 $1.05K - $1.22K
2.72K $303K
TSLA
Tesla, Inc.

Consumer Cyclical
2.32K
+ 53.93%
$222.15 - $428.22 $516K - $995K
6.63K $1.72M
BAC
Bank Of America Corp

Financial Services
1.26K
+ 3.73%
$39.61 - $47.74 $50.1K - $60.3K
35.1K $1.47M
CMI
Cummins Inc

Industrials
27
+ 2.38%
$312.92 - $386.07 $8.45K - $10.4K
1.16K $363K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
214
+ 3.87%
$126.86 - $146.45 $27.1K - $31.3K
5.75K $730K
FHN
First Horizon Corp

Financial Services
179
+ 0.29%
$17.7 - $22.43 $3.17K - $4.01K
62K $1.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
292
+ 1.5%
$57.21 - $65.8 $16.7K - $19.2K
19.8K $1.15M
DELL
Dell Technologies Inc.

Technology
32
+ 1.09%
$90.34 - $124.66 $2.89K - $3.99K
2.97K $270K
NOW
Service Now, Inc.

Technology
46
+ 6.82%
$783.83 - $1170.39 $36.1K - $53.8K
720 $573K
GOOG
Alphabet Inc.

Communication Services
331
+ 5.81%
$156.06 - $207.71 $51.7K - $68.8K
6.03K $941K
SCHG
Schwab Strategic Tr Us Large C

ETFs
238
+ 0.32%
$24.91 - $29.02 $5.93K - $6.91K
74.6K $1.87M
AVGO
Broadcom Inc.

Technology
1.02K
+ 15.09%
$167.43 - $244.7 $171K - $250K
7.8K $1.31M
PYPL
Pay Pal Holdings, Inc.

Financial Services
5.05K
+ 16.7%
$65.15 - $91.81 $329K - $464K
35.3K $2.3M
NVDA
Nvidia Corp

Technology
9.88K
+ 16.72%
$106.98 - $149.43 $1.06M - $1.48M
69K $7.48M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.81K
+ 7.49%
$165.25 - $224.62 $465K - $632K
40.4K $6.7M
AAPL
Apple Inc.

Technology
8.65K
+ 9.24%
$209.68 - $247.1 $1.81M - $2.14M
102K $22.7M
DFAT
Dimensional ETF Tr U S Target

ETFs
14.4K
+ 3.9%
$50.44 - $58.1 $727K - $838K
384K $19.8M
GOOGL
Alphabet Inc.

Communication Services
3.51K
+ 8.26%
$154.33 - $206.19 $542K - $724K
46K $7.11M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.63K
+ 2.73%
$40.03 - $46.81 $385K - $451K
362K $14.7M
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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