Allen Wealth Management, LLC Purchases in Q4 2025

Allen Wealth Management, LLC

  • $166 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
260K
New
$45.13 - $48.25 $11.7M - $12.5M
260K $13B
VO
Vanguard Mid Cap ETF

ETFs
44.6K
New
$286.27 - $296.23 $12.8M - $13.2M
44.6K $13B
KMB
Kimberly Clark Corp

Consumer Defensive
11.3K
New
$100.05 - $123.23 $1.13M - $1.39M
11.3K $1.14B
Unilever PLC
15.5K
New
N/A
15.5K $1.02B
VDE
Vanguard Energy ETF

ETFs
4.26K
+ 4.44%
$120.37 - $129.34 $513K - $551K
100K $12.6B
RIO
Rio Tinto PLC

Basic Materials
453
+ 1.62%
$65.44 - $72.58 $29.6K - $32.9K
28.4K $2.27B
JNJ
Johnson & Johnson

Healthcare
514
+ 4.7%
$185.98 - $199.58 $95.6K - $103K
11.4K $2.37B
LNC
Lincoln National Corp

Financial Services
400
+ 0.72%
$38.04 - $42.0 $15.2K - $16.8K
56K $2.5B
AAPL
Apple Inc.

Technology
190
+ 1.83%
$245.27 - $275.25 $46.6K - $52.3K
10.6K $2.87B
TSLA
Tesla, Inc.

Consumer Cyclical
494
New
$401.99 - $468.37 $199K - $231K
494 $222M
PEP
Pepsico Inc

Consumer Defensive
504
+ 4.48%
$138.84 - $153.71 $70K - $77.5K
11.7K $1.69B
NVS
Novartis Ag

Healthcare
400
+ 9.59%
$121.8 - $132.39 $48.7K - $53K
4.57K $630M
KO
Coca Cola CO

Consumer Defensive
650
+ 4.72%
$66.1 - $71.61 $43K - $46.5K
14.4K $1.01B
TROW
Price T Rowe Group Inc

Financial Services
636
+ 4.59%
$101.07 - $106.13 $64.3K - $67.5K
14.5K $1.48B
BAC
Bank Of America Corp

Financial Services
461
+ 5.58%
$48.65 - $54.11 $22.4K - $24.9K
8.72K $480M
JPM
Jpmorgan Chase & CO

Financial Services
104
+ 3.62%
$294.11 - $320.41 $30.6K - $33.3K
2.98K $960M
DUK
Duke Energy Corp

Utilities
1.01K
+ 9.25%
$121.57 - $129.03 $123K - $131K
12K $1.4B
VZ
Verizon Communications Inc

Communication Services
1.53K
+ 27.71%
$38.4 - $43.83 $58.7K - $67K
7.05K $287M
MSFT
Microsoft Corp

Technology
210
+ 11.45%
$496.82 - $542.07 $104K - $114K
2.04K $989M
MDT
Medtronic PLC

Healthcare
157
+ 0.73%
$90.06 - $98.43 $14.1K - $15.5K
21.5K $2.07B
NVO
Novo Nordisk A S

Healthcare
3.25K
+ 10.5%
$45.68 - $59.65 $148K - $194K
34.2K $1.74B
PM
Philip Morris International Inc.

Consumer Defensive
100
+ 7.1%
$144.33 - $160.86 $14.4K - $16.1K
1.51K $242M
ALL
Allstate Corp

Financial Services
70
+ 7.28%
$190.0 - $214.3 $13.3K - $15K
1.03K $215M
PG
Procter & Gamble CO

Consumer Defensive
265
+ 5.97%
$145.5 - $153.18 $38.6K - $40.6K
4.7K $674M
MET
Metlife Inc

Financial Services
1
+ 0.03%
$75.97 - $82.89 $76 - $82.9
3.96K $313M
CVX
Chevron Corp

Energy
194
+ 0.73%
$148.9 - $157.72 $28.9K - $30.6K
26.8K $4.09B
Activity Summary
Buys All Purchases 27 New Holdings 5 Increased Positions 22 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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