Allen Wealth Management, LLC Portfolio Holdings

Allen Wealth Management, LLC

  • $144 Billion
  • Q3 2024

Allen Wealth Management, LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $144 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $26.9B, Schwab Fundamental U S Large C with a value of $22.4B, Alps ETF Tr Alerian Mlp ETF with a value of $15.3B, Vanguard Energy ETF with a value of $10.9B, and Exxon Mobil Corp with a value of $6.65B.

Examining the 13F form we can see an increase of $31.9B in the current position value, from $112B to 144B.

Allen Wealth Management, LLC is based out at Boone, NC

Below you can find more details about Allen Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $144 Billion
ETFs: $75.4 Billion
Energy: $11.5 Billion
Healthcare: $10.5 Billion
Industrials: $10.1 Billion
Financial Services: $8.53 Billion
Technology: $8.46 Billion
Basic Materials: $5.35 Billion
Consumer Defensive: $4.51 Billion
Other: $8 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$35.8B
$243 Million 0.17% of portfolio
4,540
Q3 2024 New
$192B
$224 Million 0.16% of portfolio
1,844
Q3 2024 New
$1.11T
$223 Million 0.15% of portfolio
1,332
Q3 2024 Added 6.39%
$599B
$205 Million 0.14% of portfolio
446
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $144 Billion
  • Prior Value $112 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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