Allen Capital Group, LLC Incresed Positions in Q4 2024

Allen Capital Group, LLC

  • $829 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
3.35K
+ 3.7%
$221.69 - $259.02 $742K - $867K
93.7K $23.5M
AEP
American Electric Power CO Inc

Utilities
21.4K
+ 231.85%
$90.91 - $102.21 $1.94M - $2.19M
30.6K $2.82M
PEP
Pepsico Inc

Consumer Defensive
11.8K
+ 499.75%
$151.29 - $176.1 $1.79M - $2.08M
14.2K $2.15M
GOOGL
Alphabet Inc.

Communication Services
4.36K
+ 11.44%
$161.86 - $196.66 $706K - $858K
42.5K $8.04M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
30.6K
+ 10.91%
$50.62 - $50.97 $1.55M - $1.56M
311K $15.7M
KMI
Kinder Morgan, Inc.

Energy
16.8K
+ 8.83%
$22.59 - $28.54 $380K - $480K
207K $5.68M
AMZN
Amazon Com Inc

Consumer Cyclical
1.44K
+ 4.53%
$180.88 - $232.93 $260K - $335K
33.2K $7.29M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.35K
+ 6.69%
$172.07 - $207.36 $405K - $488K
37.6K $7.42M
SCHW
Schwab Charles Corp

Financial Services
6.07K
+ 8.55%
$63.31 - $82.85 $384K - $503K
77K $5.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
22.4K
+ 12.68%
$50.37 - $50.6 $1.13M - $1.13M
199K $10M
USFR
Wisdomtree Floating Rate Treas

ETFs
17.8K
+ 16.4%
$50.23 - $50.46 $892K - $896K
126K $6.34M
CSCO
Cisco Systems, Inc.

Technology
5.29K
+ 6.5%
$52.45 - $60.02 $277K - $317K
86.6K $5.13M
NVDA
Nvidia Corp

Technology
235
+ 0.4%
$117.0 - $148.88 $27.5K - $35K
59.1K $7.94M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
84.1K
+ 6.7%
$42.84 - $45.38 $3.6M - $3.81M
1.34M $57.5M
TSLA
Tesla, Inc.

Consumer Cyclical
179
+ 4.33%
$213.65 - $479.86 $38.2K - $85.9K
4.31K $1.74M
V
Visa Inc.

Financial Services
394
+ 3.25%
$273.87 - $320.91 $108K - $126K
12.5K $3.96M
UITB
Usaa ETF Tr Core Intermediate

ETFs
34.6K
+ 6.76%
$45.83 - $48.07 $1.58M - $1.66M
546K $25.1M
META
Meta Platforms, Inc.

Communication Services
450
+ 3.4%
$554.08 - $632.68 $249K - $285K
13.7K $8.08M
JMBS
Janus Detroit Str Tr Henderson

ETFs
20.6K
+ 12.16%
$44.03 - $46.65 $907K - $961K
190K $8.39M
MSFT
Microsoft Corp

Technology
1.54K
+ 7.12%
$406.35 - $454.46 $626K - $700K
23.2K $9.77M
AVGO
Broadcom Inc.

Technology
256
+ 3.93%
$159.67 - $250.0 $40.9K - $64K
6.77K $1.57M
ACN
Accenture PLC

Technology
1.25K
+ 146.49%
$343.9 - $376.86 $430K - $471K
2.11K $740K
SCHP
Schwab Strategic Us Tips ETF

ETFs
207K
+ 117.14%
$25.74 - $53.78 $5.34M - $11.2M
385K $9.93M
FHN
First Horizon Corp

Financial Services
9.22K
+ 17.52%
$14.91 - $21.42 $137K - $197K
61.8K $1.25M
DE
Deere & CO

Industrials
842
+ 8.34%
$389.45 - $466.0 $328K - $392K
10.9K $4.63M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
566
+ 24.62%
$338.38 - $446.21 $192K - $253K
2.87K $1.25M
BR
Broadridge Financial Solutions, Inc.

Technology
833
+ 6.31%
$209.64 - $236.44 $175K - $197K
14K $3.17M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.42K
+ 4.94%
$77.25 - $91.3 $110K - $130K
30.2K $2.58M
CVX
Chevron Corp

Energy
2.7K
+ 10.11%
$141.15 - $162.53 $381K - $439K
29.4K $4.26M
WDAY
Workday, Inc.

Technology
836
+ 11.22%
$233.85 - $279.91 $195K - $234K
8.29K $2.14M
LLY
Eli Lilly & CO

Healthcare
536
+ 62.04%
$727.2 - $932.06 $390K - $500K
1.4K $1.08M
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.6K
+ 6.05%
$57.53 - $60.83 $669K - $708K
204K $11.7M
SPTS
Spdr Portfolio Short Term Trea

ETFs
10.3K
+ 26.87%
$28.88 - $29.33 $298K - $303K
48.8K $1.41M
ADBE
Adobe Inc.

Technology
1.06K
+ 32.92%
$437.39 - $552.96 $462K - $584K
4.26K $1.9M
VEEV
Veeva Systems Inc

Healthcare
1.08K
+ 9.75%
$201.81 - $250.45 $217K - $270K
12.1K $2.55M
NOW
Service Now, Inc.

Technology
131
+ 24.13%
$867.18 - $1148.42 $114K - $150K
674 $714K
BAC
Bank Of America Corp

Financial Services
1.72K
+ 5.34%
$39.22 - $47.77 $67.3K - $81.9K
33.9K $1.49M
PAYX
Paychex Inc

Industrials
1.21K
+ 20.68%
$135.86 - $148.73 $164K - $180K
7.06K $989K
GOOG
Alphabet Inc.

Communication Services
344
+ 6.43%
$163.08 - $198.16 $56.1K - $68.2K
5.7K $1.09M
PANW
Palo Alto Networks Inc

Technology
1.98K
+ 172.99%
$181.96 - $405.9 $360K - $803K
3.12K $568K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.84K
+ 1.94%
$442.29 - $483.08 $815K - $890K
97K $44M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.09K
+ 3.85%
$46.48 - $51.32 $97.1K - $107K
56.3K $2.71M
WFC
Wells Fargo & Company

Financial Services
792
+ 10.9%
$54.98 - $77.35 $43.5K - $61.3K
8.06K $565K
SHYD
Vaneck Short High Yield Muni E

ETFs
6.89K
+ 37.65%
$22.45 - $22.81 $155K - $157K
25.2K $566K
FIS
Fidelity National Information Services, Inc.

Technology
2.09K
+ 23.85%
$80.14 - $90.95 $167K - $190K
10.8K $875K
IBM
International Business Machines Corp

Technology
771
+ 3.47%
$204.9 - $238.04 $158K - $184K
23K $5.06M
SYK
Stryker Corp

Healthcare
378
+ 31.24%
$345.14 - $392.15 $130K - $148K
1.59K $571K
MS
Morgan Stanley

Financial Services
483
+ 14.78%
$104.42 - $134.99 $50.4K - $65.2K
3.75K $471K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
6.34K
+ 39.18%
$19.38 - $19.58 $123K - $124K
22.5K $437K
Activity Summary
Buys All Purchases 145 New Holdings 13 Increased Positions 132 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 1 Puts 1
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