Allen Wealth Management, LLC Reduced Holdings in Q3 2024

Allen Wealth Management, LLC

  • $144 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-3.3K
- 22.67%
$147.95 - $191.05 $489K - $631K
11.3K $1.96B
CVS
Cvs Health Corp

Healthcare
-3.18K
- 34.23%
$55.81 - $63.18 $178K - $201K
6.11K $384M
XOM
Exxon Mobil Corp

Energy
-2.42K
- 4.08%
$109.72 - $119.0 $265K - $288K
56.8K $6.65B
NVO
Novo Nordisk A S

Healthcare
-300
- 9.71%
$119.07 - $145.42 $35.7K - $43.6K
2.79K $332M
V
Visa Inc.

Financial Services
-566
- 14.01%
$253.74 - $291.56 $144K - $165K
3.47K $955M
FDX
Fedex Corp

Industrials
-65
- 2.48%
$254.64 - $313.52 $16.6K - $20.4K
2.56K $699M
ENR
Energizer Holdings, Inc.

Industrials
-3.5K
- 17.64%
$28.36 - $32.53 $99.3K - $114K
16.3K $519M
TROW
Price T Rowe Group Inc

Financial Services
-162
- 5.19%
$101.71 - $120.75 $16.5K - $19.6K
2.96K $322M
EPD
Enterprise Products Partners L.P.

Energy
-800
- 2.69%
$27.88 - $30.0 $22.3K - $24K
28.9K $842M
PG
Procter & Gamble CO

Consumer Defensive
-255
- 4.75%
$160.76 - $177.82 $41K - $45.3K
5.12K $887M
ALL
Allstate Corp

Financial Services
-200
- 12.11%
$158.43 - $192.86 $31.7K - $38.6K
1.45K $275M
AMGN
Amgen Inc

Healthcare
-50
- 1.74%
$309.38 - $337.38 $15.5K - $16.9K
2.83K $911M
MET
Metlife Inc

Financial Services
-498
- 9.22%
$67.96 - $82.48 $33.8K - $41.1K
4.9K $404M
JPM
Jpmorgan Chase & CO

Financial Services
-5
- 0.16%
$194.9 - $224.8 $975 - $1.12K
3.13K $660M
LOW
Lowes Companies Inc

Consumer Cyclical
-13
- 1.07%
$213.3 - $270.78 $2.77K - $3.52K
1.2K $325M
WMT
Walmart Inc.

Consumer Defensive
-45
- 0.6%
$66.91 - $81.4 $3.01K - $3.66K
7.5K $606M
CAT
Caterpillar Inc

Industrials
-360
- 7.09%
$316.8 - $391.12 $114K - $141K
4.72K $1.85B
UL
Unilever PLC

Consumer Defensive
-751
- 3.6%
$54.7 - $65.59 $41.1K - $49.3K
20.1K $1.31B
SBUX
Starbucks Corp

Consumer Cyclical
-345
- 2.88%
$72.51 - $98.6 $25K - $34K
11.6K $1.13B
BK
Bank Of New York Mellon Corp

Financial Services
-42
- 0.17%
$59.54 - $72.17 $2.5K - $3.03K
25.3K $1.81B
Activity Summary
Buys All Purchases 32 New Holdings 4 Increased Positions 28 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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