Allen Investment Management LLC Reduced Holdings in Q1 2025

Allen Investment Management LLC

  • $8.51 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-495K
- 18.19%
$156.06 - $207.71 $77.3M - $103M
2.23M $348M
LOW
Lowes Companies Inc

Consumer Cyclical
-643K
- 91.84%
$222.66 - $268.42 $143M - $172M
57.1K $13.3M
VEA
Vanguard Ftse Developed Market

ETFs
-1.67M
- 67.6%
$47.4 - $52.99 $79.1M - $88.5M
800K $40.7M
KKR
Kkr & Co. Inc.

Financial Services
-116K
- 60.95%
$108.17 - $167.07 $12.6M - $19.4M
74.6K $8.62M
MCO
Moodys Corp

Financial Services
-25.3K
- 2.72%
$437.8 - $527.48 $11.1M - $13.4M
904K $421M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-157K
- 80.4%
$74.85 - $84.89 $11.8M - $13.4M
38.4K $3.14M
VTI
Vanguard Total Stock Market Et

ETFs
-298
- 0.05%
$271.18 - $303.12 $80.8K - $90.3K
606K $166M
GOOGL
Alphabet Inc.

Communication Services
-18.5K
- 16.53%
$154.33 - $206.19 $2.85M - $3.81M
93.3K $14.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4.04K
- 3.64%
$468.34 - $539.52 $1.89M - $2.18M
107K $50M
HD
Home Depot, Inc.

Consumer Cyclical
-12.3K
- 39.73%
$347.25 - $424.87 $4.29M - $5.24M
18.7K $6.86M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.69K
- 0.51%
$120.29 - $134.6 $323K - $362K
529K $64.5M
WMT
Walmart Inc.

Consumer Defensive
-30.2K
- 15.58%
$84.5 - $105.05 $2.55M - $3.17M
163K $14.4M
PANW
Palo Alto Networks Inc

Technology
-3.83K
- 1.91%
$167.82 - $208.28 $643K - $798K
197K $33.6M
APP
App Lovin Corp

Technology
-2.71K
- 19.18%
$238.08 - $510.13 $645K - $1.38M
11.4K $3.03M
SYY
Sysco Corp

Consumer Defensive
-16.7K
- 34.05%
$70.0 - $77.13 $1.17M - $1.29M
32.4K $2.43M
PLTR
Palantir Technologies Inc.

Technology
-24.4K
- 17.76%
$64.98 - $124.62 $1.58M - $3.04M
113K $9.53M
ALCO
Alico, Inc.

Consumer Defensive
-19.3K
- 47.75%
$25.9 - $32.8 $499K - $633K
21.1K $629K
URI
United Rentals, Inc.

Industrials
-262
- 9.36%
$594.17 - $789.56 $156K - $207K
2.54K $1.59M
ACWI
Ishares Msci Acwi ETF

ETFs
-481
- 0.32%
$115.16 - $124.13 $55.4K - $59.7K
151K $17.6M
ADP
Automatic Data Processing Inc

Industrials
-628
- 45.24%
$286.85 - $318.64 $180K - $200K
760 $232K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.54K
- 14.78%
$42.5 - $46.71 $193K - $212K
26.2K $1.18M
BAC
Bank Of America Corp

Financial Services
-135
- 2.3%
$39.61 - $47.74 $5.35K - $6.44K
5.73K $238K
PEP
Pepsico Inc

Consumer Defensive
-37
- 1.23%
$142.64 - $156.42 $5.28K - $5.79K
2.96K $443K
Maplebear Inc
-85.6K
- 50.0%
N/A
85.6K $0
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-1.5K
- 4.36%
$51.39 - $57.43 $77.3K - $86.4K
33K $1.83M
ELV
Elevance Health, Inc.

Healthcare
-212
- 4.92%
$365.9 - $436.25 $77.6K - $92.5K
4.1K $1.78M
ABT
Abbott Laboratories

Healthcare
-45
- 0.39%
$111.1 - $140.22 $5K - $6.31K
11.6K $1.54M
MA
Mastercard Inc

Financial Services
-1.19K
- 2.29%
$504.67 - $576.31 $602K - $687K
50.8K $27.9M
VCIT
Vanguard Intermediate Term Cor

ETFs
-312
- 0.07%
$79.17 - $82.04 $24.7K - $25.6K
424K $34.7M
IXUS
Ishares Tr

ETFs
-4.11K
- 1.03%
$65.06 - $72.31 $267K - $297K
395K $27.6M
JNJ
Johnson & Johnson

Healthcare
-13.1K
- 8.18%
$142.06 - $167.7 $1.87M - $2.2M
148K $24.5M
SPGI
S&P Global Inc.

Financial Services
-4.31K
- 0.47%
$478.26 - $543.77 $2.06M - $2.34M
909K $462M
SCHW
Schwab Charles Corp

Financial Services
-28.5K
- 0.35%
$71.24 - $83.64 $2.03M - $2.38M
8.21M $643M
V
Visa Inc.

Financial Services
-4.4K
- 0.24%
$306.92 - $362.71 $1.35M - $1.6M
1.84M $645M
Activity Summary
Buys All Purchases 54 New Holdings 7 Increased Positions 47 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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