Allied Investment Advisors, LLC Portfolio Holdings
Allied Investment Advisors, LLC
- $505 Million
- Q3 2024
Allied Investment Advisors, LLC has filed its 13F form on October 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $505 Million distributed in 74 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $40.4M, Vanguard Health Care ETF with a value of $38M, Microsoft Corp with a value of $26.5M, Vanguard Utilities ETF with a value of $23M, and Apple Inc. with a value of $19.3M.
Examining the 13F form we can see an increase of $79.2M in the current position value, from $426M to 505M.
Below you can find more details about Allied Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$505 Million
Industrials: $112 Million
ETFs: $108 Million
Financial Services: $75.5 Million
Consumer Defensive: $59.9 Million
Technology: $47.7 Million
Energy: $45.5 Million
Healthcare: $38.7 Million
Consumer Cyclical: $16.4 Million
Other: $963,000
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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