Allen Capital Group, LLC Portfolio Holdings
Allen Capital Group, LLC
- $752 Million
- Q1 2024
Allen Capital Group, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $752 Million distributed in 213 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $56.5M, First Tr ETF Viii Tcw Opportun with a value of $50.3M, Berkshire Hathaway Inc Class B with a value of $41M, Ishares Msci Intl Quality Fact with a value of $40.6M, and ETF Ser Solution Distillate Us with a value of $36.9M.
Examining the 13F form we can see an increase of $40.5M in the current position value, from $711M to 752M.
Below you can find more details about Allen Capital Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 213
- Current Value $752 Million
- Prior Value $711 Million
- Filing
- Period Q1 2024
- Filing Date April 15, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 31 stocks
- Additional Purchases 100 stocks
- Sold out of 0 stocks
- Reduced holdings in 51 stocks