Allen Wealth Management, LLC Sells in Q1 2025

Allen Wealth Management, LLC

  • $145 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-23
- 0.21%
$165.25 - $224.62 $3.8K - $5.17K
10.9K $1.8B
MRK
Merck & Co., Inc.

Healthcare
-312
- 1.3%
$83.01 - $101.02 $25.9K - $31.5K
23.6K $2.12B
DOW
Dow Inc.

Basic Materials
-898
- 2.59%
$34.36 - $41.92 $30.9K - $37.6K
33.8K $1.18B
FDX
Fedex Corp

Industrials
-20
- 0.78%
$230.33 - $281.53 $4.61K - $5.63K
2.53K $617M
TROW
Price T Rowe Group Inc

Financial Services
-430
- 15.05%
$91.57 - $116.93 $39.4K - $50.3K
2.43K $223M
AMZN
Amazon Com Inc

Consumer Cyclical
-25
- 1.14%
$190.26 - $242.06 $4.76K - $6.05K
2.17K $412M
WMT
Walmart Inc.

Consumer Defensive
-300
- 4.24%
$84.5 - $105.05 $25.4K - $31.5K
6.78K $595M
ADP
Automatic Data Processing Inc

Industrials
-100
- 9.02%
$286.85 - $318.64 $28.7K - $31.9K
1.01K $308M
MET
Metlife Inc

Financial Services
-74
- 1.51%
$77.7 - $87.0 $5.75K - $6.44K
4.83K $388M
VZ
Verizon Communications Inc

Communication Services
-815
- 12.44%
$37.81 - $46.49 $30.8K - $37.9K
5.74K $260M
JPM
Jpmorgan Chase & CO

Financial Services
-5
- 0.16%
$225.19 - $279.95 $1.13K - $1.4K
3.12K $764M
UL
Unilever PLC

Consumer Defensive
-150
- 0.77%
$54.72 - $60.29 $8.21K - $9.04K
19.3K $1.15B
SBUX
Starbucks Corp

Consumer Cyclical
-300
- 2.61%
$91.75 - $115.81 $27.5K - $34.7K
11.2K $1.1B
EPD
Enterprise Products Partners L.P.

Energy
-400
- 1.29%
$31.75 - $34.14 $12.7K - $13.7K
30.5K $1.04B
CVS
Cvs Health Corp

Healthcare
-499
- 10.15%
$44.22 - $68.64 $22.1K - $34.3K
4.42K $299M
V
Visa Inc.

Financial Services
-50
- 1.58%
$306.92 - $362.71 $15.3K - $18.1K
3.12K $1.09B
CSCO
Cisco Systems, Inc.

Technology
-84
- 0.15%
$58.74 - $64.87 $4.93K - $5.45K
54.4K $3.36B
DUK
Duke Energy Corp

Utilities
-186
- 1.62%
$105.87 - $121.97 $19.7K - $22.7K
11.3K $1.38B
XOM
Exxon Mobil Corp

Energy
-532
- 0.96%
$105.44 - $118.93 $56.1K - $63.3K
54.9K $6.52B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-8.13K
- 2.5%
$48.65 - $53.06 $395K - $431K
317K $16.4B
Activity Summary
Buys All Purchases 28 New Holdings 2 Increased Positions 26 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Allen Wealth Management, LLC Portfolio

Follow Allen Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allen Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allen Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email