Allied Investment Advisors, LLC Purchases in Q3 2025

Allied Investment Advisors, LLC

  • $619 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
O
Realty Income Corp

Real Estate
179K
New
$56.13 - $60.79 $10M - $10.9M
179K $10.9M
VHT
Vanguard Health Care ETF

ETFs
8.61K
+ 5.56%
$239.12 - $259.95 $2.06M - $2.24M
164K $42.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
75.7K
+ 4.64%
$26.38 - $27.95 $2M - $2.12M
1.71M $46.6M
JNJ
Johnson & Johnson

Healthcare
3.13K
+ 4.46%
$155.17 - $185.42 $486K - $581K
73.3K $13.6M
RTX
Raytheon Technologies Corp

Industrials
1.28K
+ 1.22%
$144.19 - $167.33 $184K - $213K
106K $17.7M
MSFT
Microsoft Corp

Technology
1.78K
+ 2.86%
$491.09 - $535.64 $876K - $955K
64.1K $33.2M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
25.4K
+ 34.24%
$75.26 - $80.19 $1.91M - $2.04M
99.7K $7.95M
LOW
Lowes Companies Inc

Consumer Cyclical
1.91K
+ 3.35%
$215.01 - $273.02 $412K - $523K
59K $14.8M
JPM
Jpmorgan Chase & CO

Financial Services
796
+ 1.15%
$282.78 - $316.06 $225K - $252K
70.2K $22.1M
GPC
Genuine Parts CO

Consumer Cyclical
5.12K
+ 6.87%
$122.23 - $142.77 $626K - $731K
79.7K $11M
MDT
Medtronic PLC

Healthcare
6.61K
+ 5.6%
$87.67 - $95.74 $580K - $633K
125K $11.9M
CVX
Chevron Corp

Energy
3.64K
+ 4.38%
$145.57 - $161.83 $530K - $589K
86.8K $13.5M
LMT
Lockheed Martin Corp

Industrials
1.6K
+ 7.58%
$410.74 - $499.21 $659K - $801K
22.8K $11.4M
SYY
Sysco Corp

Consumer Defensive
7.18K
+ 5.04%
$76.33 - $82.51 $548K - $593K
150K $12.3M
STT
State Street Corp

Financial Services
2.4K
+ 1.93%
$102.01 - $117.25 $245K - $281K
127K $14.7M
PEP
Pepsico Inc

Consumer Defensive
5.18K
+ 7.59%
$133.81 - $152.16 $693K - $788K
73.3K $10.3M
USB
Us Bancorp \De\

Financial Services
10.3K
+ 4.13%
$43.94 - $50.41 $452K - $519K
260K $12.5M
XOM
Exxon Mobil Corp

Energy
4.89K
+ 4.14%
$105.83 - $117.22 $518K - $573K
123K $13.9M
PFE
Pfizer Inc

Healthcare
27.3K
+ 8.26%
$23.29 - $25.88 $636K - $707K
358K $9.12M
NVDA
Nvidia Corp

Technology
4.99K
+ 89.0%
$153.3 - $186.58 $765K - $931K
10.6K $1.98M
WFC
Wells Fargo & Company

Financial Services
4.1K
+ 2.09%
$77.05 - $85.16 $316K - $349K
201K $16.8M
FDX
Fedex Corp

Industrials
2.31K
+ 5.0%
$217.1 - $243.2 $502K - $562K
48.5K $11.4M
AVGO
Broadcom Inc.

Technology
2K
+ 226.13%
$264.74 - $369.57 $529K - $739K
2.88K $951K
SHEL
Shell PLC

Energy
6.55K
+ 3.53%
$69.82 - $73.93 $457K - $484K
192K $13.7M
VTI
Vanguard Total Stock Market Et

ETFs
409
+ 1.91%
$303.93 - $329.86 $124K - $135K
21.8K $7.16M
MMM
3 M CO

Industrials
2.64K
+ 3.27%
$144.41 - $160.2 $381K - $422K
83.3K $12.9M
VTV
Vanguard Value ETF

ETFs
3.04K
+ 57.99%
$175.51 - $186.57 $534K - $568K
8.29K $1.55M
TTE
Total Energies Se

Energy
8.67K
+ 5.06%
N/A
180K $12.3M
ABT
Abbott Laboratories

Healthcare
4.95K
+ 5.52%
$120.51 - $136.62 $597K - $676K
94.6K $12.7M
META
Meta Platforms, Inc.

Communication Services
572
+ 106.92%
$695.21 - $791.73 $398K - $453K
1.11K $812K
SPY
Spdr S&P 500 ETF Trust

ETFs
534
+ 46.35%
$617.65 - $666.84 $330K - $356K
1.69K $1.12M
MCK
Mckesson Corp

Healthcare
479
New
$659.01 - $772.54 $316K - $370K
479 $370K
QQQ
Invesco Qqq Trust, Series 1

ETFs
603
New
$546.99 - $602.2 $330K - $363K
603 $362K
GOOG
Alphabet Inc.

Communication Services
1.05K
+ 87.04%
$175.16 - $255.24 $185K - $269K
2.27K $551K
WDC
Western Digital Corp

Technology
2.64K
New
$63.84 - $120.06 $169K - $317K
2.64K $317K
CSCO
Cisco Systems, Inc.

Technology
4.43K
New
$66.2 - $71.79 $293K - $318K
4.43K $302K
MGK
Vanguard Mega Cap Growth ETF

ETFs
734
New
$362.31 - $405.74 $266K - $298K
734 $295K
GBCI
Glacier Bancorp, Inc.

Financial Services
4.27K
+ 28.79%
$42.86 - $50.13 $183K - $214K
19.1K $929K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
408
+ 10.96%
$459.11 - $506.91 $187K - $207K
4.13K $2.08M
DEO
Diageo PLC

Consumer Defensive
7.3K
+ 9.18%
$93.64 - $115.33 $684K - $842K
86.8K $8.29M
SCHW
Schwab Charles Corp

Financial Services
2.79K
New
$91.03 - $98.69 $254K - $275K
2.79K $266K
UNH
Unitedhealth Group Inc

Healthcare
683
New
$237.77 - $353.61 $162K - $242K
683 $235K
AXON
Axon Enterprise, Inc.

Industrials
320
New
$698.02 - $870.97 $223K - $279K
320 $229K
FSLR
First Solar, Inc.

Technology
1.03K
New
$160.84 - $223.53 $165K - $230K
1.03K $226K
BROS
Dutch Bros Inc.

Consumer Cyclical
4.26K
New
$52.34 - $74.24 $223K - $316K
4.26K $222K
KMB
Kimberly Clark Corp

Consumer Defensive
4.54K
+ 5.97%
$121.72 - $136.77 $552K - $621K
80.6K $10M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.65K
+ 10.12%
$101.12 - $106.18 $167K - $175K
17.9K $1.85M
PG
Procter & Gamble CO

Consumer Defensive
3.75K
+ 5.62%
$150.47 - $161.22 $564K - $604K
70.4K $10.8M
ABBV
Abb Vie Inc.

Healthcare
452
+ 24.57%
$184.85 - $231.54 $83.6K - $105K
2.29K $530K
Activity Summary
Buys All Purchases 65 New Holdings 13 Increased Positions 52 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Allied Investment Advisors, LLC Portfolio

Follow Allied Investment Advisors, 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 Allied Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allied Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email