Allen Capital Group, LLC Incresed Positions in Q1 2025

Allen Capital Group, LLC

  • $864 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
FISV
Fiserv Inc

Technology
97
+ 9.85%
N/A
1.08K $135K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
308
+ 5.16%
$49.25 - $50.66 $15.2K - $15.6K
6.28K $311K
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
BSCW
Invesco Exg Tr Slf Indx Fd Tr
6.5K
+ 36.14%
N/A
24.5K $0
Niocorp Devs LTD
3.64K
+ 30.84%
N/A
15.4K $0
Pimco ETF Tr
51.4K
+ 10.91%
N/A
522K $0
Blackrock ETF Trust Ii
7.8K
+ 11.73%
N/A
74.3K $0
Victory Portfolios Ii
36.2K
+ 10.12%
N/A
394K $0
J P Morgan Exchange Traded F
7.39K
+ 136.0%
N/A
12.8K $0
Ea Series Trust
9.42K
+ 15.83%
N/A
68.9K $0
PECO
Phillips Edison & Company, Inc.

Real Estate
14
+ 0.22%
$34.43 - $37.49 $482 - $525
6.35K $231K
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
FHN
First Horizon Corp

Financial Services
179
+ 0.29%
$17.7 - $22.43 $3.17K - $4.01K
62K $1.2M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
214
+ 3.87%
$126.86 - $146.45 $27.1K - $31.3K
5.75K $730K
VUG
Vanguard Growth ETF

ETFs
20
+ 1.32%
$369.1 - $427.61 $7.38K - $8.55K
1.54K $569K
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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