Allen Wealth Management, LLC Purchases and Sells in Q3 2024

Allen Wealth Management, LLC

$144 Billion
Q3 2024

Top Buys

Incresed Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	14.7K + 10.6%	$159.75 - $174.57 $2.36M - $2.57M	154K $26.9B
LMT	47 + 0.75%	$460.3 - $584.56 $21.6K - $27.5K	6.31K $3.69B
SWK	846 + 5.18%	$77.75 - $110.17 $65.8K - $93.2K	17.2K $1.89B
KENVUE INC	9.62K + 14.37%	N/A	76.6K $1.77B
PSA	295 + 5.44%	$283.13 - $365.01 $83.5K - $108K	5.72K $2.08B
PFE	14.5K + 17.15%	$27.7 - $31.39 $401K - $455K	98.9K $2.86B

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FNDX	313K New	$65.36 - $71.76 $20.4M - $22.4M	313K $22.4B
NEM	4.54K New	$41.65 - $55.85 $189K - $254K	4.54K $243M
PM	1.84K New	$101.25 - $127.45 $187K - $235K	1.84K $224M
BRK-B	446 New	$405.19 - $478.57 $181K - $213K	446 $205M

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSM	-3.3K - 22.67%	$147.95 - $191.05 $489K - $631K	11.3K $1.96B
CVS	-3.18K - 34.23%	$55.81 - $63.18 $178K - $201K	6.11K $384M
XOM	-2.42K - 4.08%	$109.72 - $119.0 $265K - $288K	56.8K $6.65B
NVO	-300 - 9.71%	$119.07 - $145.42 $35.7K - $43.6K	2.79K $332M
V	-566 - 14.01%	$253.74 - $291.56 $144K - $165K	3.47K $955M
FDX	-65 - 2.48%	$254.64 - $313.52 $16.6K - $20.4K	2.56K $699M

Activity Summary All Purchases 32 New Holdings 4 Increased Positions 28 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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