Allied Investment Advisors, LLC Portfolio Holdings
Allied Investment Advisors, LLC
- $426 Million
- Q2 2024
Allied Investment Advisors, LLC has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $426 Million distributed in 74 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Health Care ETF with a value of $35.5M, Microsoft Corp with a value of $27.5M, Vanguard Utilities ETF with a value of $19.4M, Apple Inc. with a value of $17.6M, and Jpmorgan Chase & CO with a value of $14.7M.
Examining the 13F form we can see an increase of $11.7M in the current position value, from $414M to 426M.
Below you can find more details about Allied Investment Advisors, LLC portfolio as well as his latest detailed transactions.