Allen Capital Group, LLC Incresed Positions in Q3 2025

Allen Capital Group, LLC

  • $1.02 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UITB
Usaa ETF Tr Core Intermediate

ETFs
167K
+ 21.53%
$46.38 - $47.74 $7.75M - $7.98M
943K $44.8M
JCPB
J P Morgan Exchange Traded Fd

ETFs
136K
+ 13.34%
$46.37 - $47.77 $6.31M - $6.5M
1.16M $54.9M
NVDA
Nvidia Corp

Technology
6.29K
+ 9.11%
$153.3 - $186.58 $964K - $1.17M
75.3K $14M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.45K
+ 11.03%
$224.68 - $282.71 $1M - $1.26M
44.8K $12.5M
IQLT
Ishares Msci Intl Quality Fact

ETFs
30.4K
+ 3.08%
$41.43 - $44.2 $1.26M - $1.34M
1.02M $45M
GOOGL
Alphabet Inc.

Communication Services
6.26K
+ 13.6%
$174.36 - $254.72 $1.09M - $1.59M
52.3K $12.7M
MSFT
Microsoft Corp

Technology
2.74K
+ 10.0%
$491.09 - $535.64 $1.34M - $1.46M
30.1K $15.6M
SGOL
Abrdn Gold ETF Trust

ETFs
14.7K
+ 2.56%
$31.18 - $36.81 $458K - $541K
587K $21.6M
SCHP
Schwab Strategic Us Tips ETF

ETFs
161K
+ 40.59%
$26.44 - $27.1 $4.25M - $4.35M
556K $15M
AVEM
American Centy ETF Tr Avantis

ETFs
20.1K
+ 10.86%
$68.33 - $75.41 $1.37M - $1.51M
205K $15.4M
JPM
Jpmorgan Chase & CO

Financial Services
4.41K
+ 10.86%
$282.78 - $316.06 $1.25M - $1.39M
45K $14.2M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
22.2K
+ 5.75%
$42.67 - $46.91 $947K - $1.04M
408K $19.1M
KLAC
Kla Corp

Technology
1.85K
+ 44.39%
$843.9 - $1078.6 $1.56M - $2M
6.02K $6.49M
ZTS
Zoetis Inc.

Healthcare
25.3K
+ 865.28%
$141.13 - $159.19 $3.58M - $4.03M
28.3K $4.14M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
31.5K
+ 8.69%
$42.26 - $47.16 $1.33M - $1.48M
393K $18.2M
DFAT
Dimensional ETF Tr U S Target

ETFs
14.9K
+ 3.87%
$53.36 - $59.69 $793K - $887K
399K $23.2M
PEP
Pepsico Inc

Consumer Defensive
25.7K
+ 148.43%
$133.81 - $152.16 $3.44M - $3.91M
43K $6.04M
BX
Blackstone Inc.

Financial Services
11.5K
+ 24.42%
$152.77 - $188.68 $1.75M - $2.17M
58.5K $10M
SCHW
Schwab Charles Corp

Financial Services
14.7K
+ 16.26%
$91.03 - $98.69 $1.34M - $1.45M
105K $10M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
51.2K
+ 16.18%
$50.53 - $50.82 $2.59M - $2.6M
368K $18.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
97.9K
+ 103.74%
$26.38 - $27.95 $2.58M - $2.74M
192K $5.25M
SCHX
Schwab Strategic Tr Us Large C

ETFs
18.1K
+ 3.62%
$24.46 - $26.5 $442K - $479K
518K $13.6M
CPRT
Copart Inc

Consumer Cyclical
59.6K
+ 749.18%
$44.6 - $49.97 $2.66M - $2.98M
67.6K $3.04M
HD
Home Depot, Inc.

Consumer Cyclical
4.33K
+ 21.49%
$357.4 - $423.42 $1.55M - $1.83M
24.5K $9.92M
JMBS
Janus Detroit Str Tr Henderson

ETFs
53K
+ 26.46%
$44.34 - $45.94 $2.35M - $2.43M
253K $11.6M
GPC
Genuine Parts CO

Consumer Cyclical
10.5K
+ 23.75%
$122.23 - $142.77 $1.28M - $1.49M
54.5K $7.55M
AMZN
Amazon Com Inc

Consumer Cyclical
4.47K
+ 11.26%
$211.65 - $238.24 $945K - $1.06M
44.1K $9.69M
SNOW
Snowflake Inc.

Technology
2K
+ 9.97%
$191.73 - $241.0 $383K - $482K
22.1K $4.98M
AVGO
Broadcom Inc.

Technology
991
+ 12.71%
$264.74 - $369.57 $262K - $366K
8.79K $2.9M
ASML
Asml Holding Nv

Technology
531
+ 15.78%
$689.63 - $968.09 $366K - $514K
3.9K $3.77M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
726
+ 11.55%
$473.44 - $553.71 $344K - $402K
7.01K $3.83M
VEEV
Veeva Systems Inc

Healthcare
1.95K
+ 14.2%
$269.2 - $297.91 $525K - $581K
15.7K $4.67M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
35.2K
+ 19.2%
$21.69 - $23.34 $763K - $821K
218K $5.08M
INTU
Intuit Inc

Technology
1.29K
+ 22.07%
$646.03 - $807.39 $833K - $1.04M
7.14K $4.87M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
20.4K
+ 217.21%
$47.75 - $54.24 $974K - $1.11M
29.8K $1.6M
IVV
Ishares Core S&P 500 ETF

ETFs
125
+ 1.21%
$620.67 - $670.08 $77.6K - $83.8K
10.5K $7.02M
PFE
Pfizer Inc

Healthcare
43.5K
+ 30.42%
$23.29 - $25.88 $1.01M - $1.13M
187K $4.75M
KMI
Kinder Morgan, Inc.

Energy
41.6K
+ 17.9%
$26.23 - $28.5 $1.09M - $1.19M
274K $7.76M
UL
Unilever PLC

Consumer Defensive
17.8K
+ 25.24%
$58.43 - $65.01 $1.04M - $1.16M
88.4K $5.24M
SCHG
Schwab Strategic Tr Us Large C

ETFs
15.1K
+ 20.24%
$28.92 - $32.19 $437K - $486K
89.7K $2.86M
JNJ
Johnson & Johnson

Healthcare
2.92K
+ 12.74%
$155.17 - $185.42 $453K - $541K
25.8K $4.79M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
19.1K
+ 303.92%
$48.5 - $50.19 $926K - $958K
25.4K $1.27M
WDAY
Workday, Inc.

Technology
3.65K
+ 38.11%
$213.69 - $247.69 $779K - $903K
13.2K $3.18M
ELV
Elevance Health, Inc.

Healthcare
5.53K
+ 71.56%
$274.66 - $395.76 $1.52M - $2.19M
13.3K $4.28M
NKE
Nike, Inc.

Consumer Cyclical
8.77K
+ 19.09%
$69.24 - $79.24 $607K - $695K
54.7K $3.81M
CVX
Chevron Corp

Energy
8.68K
+ 21.36%
$145.57 - $161.83 $1.26M - $1.4M
49.3K $7.66M
VZ
Verizon Communications Inc

Communication Services
22.9K
+ 20.68%
$40.84 - $45.06 $934K - $1.03M
133K $5.87M
TSCO
Tractor Supply CO

Consumer Cyclical
12.3K
+ 17.84%
$54.08 - $62.65 $667K - $772K
81.4K $4.63M
BKNG
Booking Holdings Inc.

Consumer Cyclical
66
+ 12.34%
$5364.25 - $5815.92 $354K - $384K
601 $3.24M
Activity Summary
Buys All Purchases 174 New Holdings 35 Increased Positions 139 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 1 Puts 1
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