Allen Capital Group, LLC Portfolio Holdings
Allen Capital Group, LLC
- $855 Million
- Q3 2024
Allen Capital Group, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $855 Million distributed in 234 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 $63.7M, First Tr ETF Viii Tcw Opportun with a value of $56.8M, Ishares Msci Intl Quality Fact with a value of $45.9M, Berkshire Hathaway Inc Class B with a value of $43.8M, and ETF Ser Solution Distillate Us with a value of $39.6M.
Examining the 13F form we can see an increase of $96M in the current position value, from $759M to 855M.
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 $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 234
- Current Value $855 Million
- Prior Value $759 Million
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 17 stocks
- Additional Purchases 128 stocks
- Sold out of 0 stocks
- Reduced holdings in 63 stocks