Allen Wealth Management, LLC Reduced Holdings in Q2 2025

Allen Wealth Management, LLC

  • $143 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-963
- 1.76%
$99.93 - $119.04 $96.2K - $115K
53.9K $5.81B
CVX
Chevron Corp

Energy
-204
- 0.73%
$133.73 - $168.51 $27.3K - $34.4K
27.6K $3.96B
DOW
Dow Inc.

Basic Materials
-13.1K
- 38.8%
$25.81 - $34.89 $338K - $457K
20.7K $547M
Kenvue Inc
-78
- 0.09%
N/A
83.6K $1.75B
MRK
Merck & Co., Inc.

Healthcare
-4
- 0.02%
$73.47 - $87.12 $294 - $348
23.6K $1.87B
AAPL
Apple Inc.

Technology
-228
- 2.06%
$172.42 - $223.89 $39.3K - $51K
10.9K $2.23B
SBUX
Starbucks Corp

Consumer Cyclical
-1.4K
- 12.54%
$79.69 - $99.41 $112K - $139K
9.78K $896M
PFE
Pfizer Inc

Healthcare
-1.13K
- 1.22%
$21.59 - $24.84 $24.4K - $28.1K
91.4K $2.22B
EPD
Enterprise Products Partners L.P.

Energy
-707
- 2.32%
$28.95 - $34.22 $20.5K - $24.2K
29.8K $924M
AMGN
Amgen Inc

Healthcare
-20
- 0.72%
$262.28 - $309.85 $5.25K - $6.2K
2.74K $765M
FDX
Fedex Corp

Industrials
-100
- 3.95%
$198.07 - $245.17 $19.8K - $24.5K
2.43K $552M
DUK
Duke Energy Corp

Utilities
-155
- 1.37%
$112.46 - $124.05 $17.4K - $19.2K
11.2K $1.32B
JNJ
Johnson & Johnson

Healthcare
-100
- 3.16%
$146.36 - $159.82 $14.6K - $16K
3.06K $467M
NVS
Novartis Ag

Healthcare
-829
- 15.43%
$101.96 - $121.01 $84.5K - $100K
4.55K $550M
ABBV
Abb Vie Inc.

Healthcare
-50
- 3.47%
$170.16 - $206.27 $8.51K - $10.3K
1.39K $258M
MET
Metlife Inc

Financial Services
-497
- 10.29%
$68.42 - $82.49 $34K - $41K
4.33K $348M
NOC
Northrop Grumman Corp

Industrials
-50
- 5.06%
$456.3 - $540.39 $22.8K - $27K
938 $469M
LOW
Lowes Companies Inc

Consumer Cyclical
-100
- 8.33%
$210.83 - $235.28 $21.1K - $23.5K
1.1K $244M
NVO
Novo Nordisk A S

Healthcare
-375
- 11.4%
$58.08 - $81.05 $21.8K - $30.4K
2.92K $201M
NEM
Newmont Corp

Basic Materials
-180
- 4.01%
$44.18 - $59.46 $7.95K - $10.7K
4.31K $251M
BAC
Bank Of America Corp

Financial Services
-240
- 2.7%
$34.39 - $47.46 $8.25K - $11.4K
8.66K $410M
AMZN
Amazon Com Inc

Consumer Cyclical
-110
- 5.07%
$167.32 - $223.3 $18.4K - $24.6K
2.06K $452M
WMT
Walmart Inc.

Consumer Defensive
-258
- 3.81%
$81.79 - $99.98 $21.1K - $25.8K
6.52K $637M
HMC
Honda Motor CO LTD

Consumer Cyclical
-383
- 0.66%
$25.0 - $30.93 $9.58K - $11.8K
57.7K $1.66B
CAT
Caterpillar Inc

Industrials
-329
- 8.2%
$273.94 - $388.21 $90.1K - $128K
3.68K $1.43B
JPM
Jpmorgan Chase & CO

Financial Services
-100
- 3.21%
$210.28 - $289.91 $21K - $29K
3.02K $874M
CSCO
Cisco Systems, Inc.

Technology
-4.22K
- 7.76%
$53.19 - $69.38 $225K - $293K
50.2K $3.48B
BK
Bank Of New York Mellon Corp

Financial Services
-377
- 1.59%
$73.31 - $91.62 $27.6K - $34.5K
23.4K $2.13B
MSFT
Microsoft Corp

Technology
-74
- 3.8%
$354.56 - $497.45 $26.2K - $36.8K
1.87K $932M
NTR
Nutrien Ltd.

Basic Materials
-27
- 0.09%
$46.88 - $62.89 $1.27K - $1.7K
31.1K $1.81B
C
Citigroup Inc

Financial Services
-1.25K
- 3.9%
$58.13 - $85.12 $72.8K - $107K
30.8K $2.62B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-159
- 1.46%
$141.37 - $228.57 $22.5K - $36.3K
10.7K $2.43B
FNDX
Schwab Fundamental U S Large C

ETFs
-7.84K
- 0.81%
$20.84 - $24.54 $163K - $192K
956K $23.4B
Activity Summary
Buys All Purchases 17 New Holdings 1 Increased Positions 16 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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