Allen Capital Group, LLC Sells in Q1 2025

Allen Capital Group, LLC

  • $864 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.31M
- 97.66%
$42.4 - $44.11 $55.4M - $57.7M
31.3K $1.37M
DSTL
ETF Ser Solution Distillate Us

ETFs
-93K
- 13.58%
$53.28 - $57.28 $4.95M - $5.33M
592K $32.1M
XYL
Xylem Inc.

Industrials
-37.2K
- 82.37%
$114.02 - $132.04 $4.24M - $4.91M
7.96K $950K
IBM
International Business Machines Corp

Technology
-17.8K
- 77.45%
$217.4 - $264.74 $3.88M - $4.72M
5.19K $1.29M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-10K
- 1.08%
$64.88 - $72.1 $650K - $723K
920K $60.5M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-26.3K
- 38.34%
$97.38 - $104.52 $2.56M - $2.75M
42.3K $4.32M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-23.2K
- 24.2%
N/A
72.7K $6.24M
BX
Blackstone Inc.

Financial Services
-2.28K
- 4.62%
$136.53 - $186.74 $311K - $425K
47K $6.57M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-7.74K
- 1.53%
$21.75 - $24.28 $168K - $188K
500K $11M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-13K
- 44.98%
$50.72 - $50.92 $658K - $660K
15.9K $806K
PG
Procter & Gamble CO

Consumer Defensive
-1.63K
- 18.33%
$158.56 - $176.26 $258K - $286K
7.24K $1.23M
SHV
Ishares Tr

ETFs
-1.86K
- 40.52%
$110.11 - $110.51 $205K - $206K
2.73K $301K
CAT
Caterpillar Inc

Industrials
-74
- 1.74%
$326.75 - $407.63 $24.2K - $30.2K
4.17K $1.38M
ACN
Accenture PLC

Technology
-246
- 11.69%
$300.91 - $398.25 $74K - $98K
1.86K $580K
MRK
Merck & Co., Inc.

Healthcare
-360
- 2.95%
$83.01 - $101.02 $29.9K - $36.4K
11.8K $1.06M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.62K
- 3.38%
$126.11 - $135.06 $205K - $219K
46.3K $5.98M
LMT
Lockheed Martin Corp

Industrials
-142
- 7.02%
$423.19 - $506.29 $60.1K - $71.9K
1.88K $839K
IGV
Ishares Expanded Tech Software

ETFs
-157
- 1.57%
$88.3 - $107.83 $13.9K - $16.9K
9.84K $875K
TDIV
First Trust Nasdaq Technology

ETFs
-153
- 1.01%
$73.39 - $83.95 $11.2K - $12.8K
15K $1.11M
OKE
Oneok Inc

Energy
-515
- 1.82%
$89.57 - $109.85 $46.1K - $56.6K
27.8K $2.76M
MUB
Ishares National Muni Bond ETF

ETFs
-673
- 8.3%
$104.71 - $107.69 $70.5K - $72.5K
7.44K $784K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-295
- 5.74%
$47.79 - $59.89 $14.1K - $17.7K
4.84K $243K
VB
Vanguard Small Cap ETF

ETFs
-61
- 2.71%
$217.89 - $252.64 $13.3K - $15.4K
2.19K $485K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-478
- 5.52%
$78.0 - $84.37 $37.3K - $40.3K
8.18K $652K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-2.48K
- 14.64%
$20.2 - $22.24 $50K - $55.1K
14.4K $310K
LOW
Lowes Companies Inc

Consumer Cyclical
-47
- 2.47%
$222.66 - $268.42 $10.5K - $12.6K
1.86K $432K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-27
- 0.66%
$101.98 - $115.66 $2.75K - $3.12K
4.08K $417K
IVW
Ishares S&P 500 Growth ETF

ETFs
-46
- 1.37%
$92.45 - $106.69 $4.25K - $4.91K
3.32K $307K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.48K
- 6.58%
$19.42 - $19.54 $28.8K - $28.9K
21K $409K
NEE
Nextera Energy Inc

Utilities
-176
- 1.33%
$66.96 - $76.16 $11.8K - $13.4K
13.1K $927K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-4.49K
- 4.9%
$25.21 - $26.38 $113K - $118K
87K $2.3M
ISRG
Intuitive Surgical Inc

Healthcare
-11
- 1.81%
$476.63 - $610.45 $5.24K - $6.71K
596 $295K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-325
- 0.88%
$39.4 - $42.61 $12.8K - $13.8K
36.7K $1.48M
C
Citigroup Inc

Financial Services
-59
- 1.7%
$67.23 - $84.63 $3.97K - $4.99K
3.4K $241K
ALL
Allstate Corp

Financial Services
-86
- 7.95%
$180.99 - $210.18 $15.6K - $18.1K
996 $206K
FSCO
Fs Cr Opportunities Corp Com
-4.09K
- 2.77%
N/A
144K $0
RYF
Invesco S&P 500 Equal Weight F

ETFs
-400
- 0.73%
N/A
54.3K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-666
- 0.93%
N/A
70.6K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
-198
- 4.76%
N/A
3.97K $0
VTV
Vanguard Value ETF

ETFs
-3
- 0.1%
$167.73 - $179.21 $503 - $538
3.12K $539K
GD
General Dynamics Corp

Industrials
-17
- 1.04%
$241.94 - $272.58 $4.11K - $4.63K
1.62K $441K
SHW
Sherwin Williams CO

Basic Materials
-16
- 0.94%
$330.16 - $365.55 $5.28K - $5.85K
1.69K $591K
XLV
Select Sector Spdr Fund Health

ETFs
-151
- 3.56%
$137.61 - $149.68 $20.8K - $22.6K
4.09K $597K
KR
Kroger CO

Consumer Defensive
-134
- 3.19%
$58.36 - $67.72 $7.82K - $9.07K
4.06K $274K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-841
- 3.79%
$33.84 - $37.77 $28.5K - $31.8K
21.4K $778K
PLTR
Palantir Technologies Inc.

Technology
-45
- 1.18%
$64.98 - $124.62 $2.92K - $5.61K
3.76K $317K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-69
- 0.25%
$42.5 - $46.71 $2.93K - $3.22K
27.7K $1.25M
WPC
W. P. Carey Inc.

Real Estate
-72
- 1.25%
$53.5 - $65.05 $3.85K - $4.68K
5.68K $358K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-495
- 0.52%
$27.01 - $28.54 $13.4K - $14.1K
94.4K $2.64M
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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