Allen Wealth Management, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $145 Billion distributed in 61 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $26.8B, Schwab Fundamental U S Large C with a value of $22.7B, Alps ETF Tr Alerian Mlp ETF with a value of $16.4B, Vanguard Energy ETF with a value of $12.1B, and Exxon Mobil Corp with a value of $6.52B.
Examining the 13F form we can see an increase of $5.68B in the current position value, from $140B to 145B.
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
$145 Billion
ETFs: $78.3 Billion
Energy: $12.2 Billion
Financial Services: $9.78 Billion
Healthcare: $9.19 Billion
Technology: $8.36 Billion
Industrials: $8.11 Billion
Basic Materials: $4.51 Billion
Consumer Defensive: $4.19 Billion
Other: $8.56 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
