Allen Wealth Management, LLC Portfolio Holdings

Allen Wealth Management, LLC

  • $140 Billion
  • Q4 2024

Allen Wealth Management, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $140 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 $26B, Schwab Fundamental U S Large C with a value of $22.4B, Alps ETF Tr Alerian Mlp ETF with a value of $15.6B, Vanguard Energy ETF with a value of $10.9B, and Exxon Mobil Corp with a value of $5.96B.

Examining the 13F form we can see an decrease of $4.64B in the current position value, from $144B to 140B.

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 $140 Billion
ETFs: $75.2 Billion
Energy: $10.9 Billion
Financial Services: $9.1 Billion
Technology: $8.94 Billion
Healthcare: $8.82 Billion
Industrials: $8.45 Billion
Basic Materials: $4.2 Billion
Consumer Defensive: $3.76 Billion
Other: $8.43 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $140 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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