Bruce G. Allen Investments, LLC Purchases in Q3 2024

Bruce G. Allen Investments, LLC

  • $129 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
326
+ 0.11%
$51.72 - $57.96 $16.9K - $18.9K
306K $17.6B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.58K
+ 1.78%
$77.02 - $85.06 $122K - $134K
90.2K $7.62B
DJP
Barclays Bank PLC

ETFs
20.5K
+ 25.55%
$32.3 - $32.3 $661K - $661K
101K $3.24B
FNDF
Schwab Fundamental Intl Large

ETFs
1.59K
+ 0.72%
$33.67 - $37.71 $53.5K - $59.9K
223K $8.34B
FNDX
Schwab Fundamental U S Large C

ETFs
288
+ 0.26%
$65.36 - $71.76 $18.8K - $20.7K
113K $8.1B
VBR
Vanguard Small Cap Value ETF

ETFs
2.23K
+ 459.18%
$179.99 - $201.6 $401K - $449K
2.71K $544M
Blackrock Inc Com
292
New
N/A
292 $277M
FNDA
Schwab Fundamental U S Small C

ETFs
3.1K
+ 51.38%
$54.26 - $60.01 $168K - $186K
9.13K $544M
GE
General Electric CO

Industrials
124
+ 2.87%
$156.66 - $189.66 $19.4K - $23.5K
4.44K $837M
VONV
Vanguard Russell 1000 Value Et

ETFs
110
+ 0.53%
$76.07 - $83.33 $8.37K - $9.17K
20.8K $1.73B
Ge Vernova Inc Com
26
+ 2.42%
N/A
1.1K $280M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
90
+ 0.63%
$61.97 - $69.37 $5.58K - $6.24K
14.3K $988M
ABBV
Abb Vie Inc.

Healthcare
44
+ 1.52%
$163.84 - $199.33 $7.21K - $8.77K
2.95K $582M
UL
Unilever PLC

Consumer Defensive
865
+ 31.22%
$54.7 - $65.59 $47.3K - $56.7K
3.64K $236M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
751
+ 664.6%
$104.47 - $116.17 $78.5K - $87.2K
864 $93.3M
IJS
Ishares S&P Smallcap 600 Value

ETFs
104
+ 1.58%
$95.81 - $109.03 $9.96K - $11.3K
6.68K $719M
JNJ
Johnson & Johnson

Healthcare
153
+ 4.87%
$145.48 - $167.38 $22.3K - $25.6K
3.29K $534M
SPY
Spdr S&P 500 ETF Trust

ETFs
8
+ 0.34%
$517.38 - $573.86 $4.14K - $4.59K
2.35K $1.35B
MCD
Mcdonalds Corp

Consumer Cyclical
54
+ 4.98%
$245.82 - $304.51 $13.3K - $16.4K
1.14K $347M
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
736
+ 1.4%
$15.25 - $17.31 $11.2K - $12.7K
53.4K $888M
TTE
Total Energies Se

Energy
1.15K
+ 48.08%
$68.61 - $68.61 $78.9K - $78.9K
3.54K $229M
BMY
Bristol Myers Squibb CO

Healthcare
614
+ 22.0%
$39.66 - $51.75 $24.4K - $31.8K
3.41K $176M
CMI
Cummins Inc

Industrials
11
+ 0.92%
$266.63 - $326.4 $2.93K - $3.59K
1.2K $390M
ING
Ing Groep Nv

Financial Services
2.75K
+ 34.6%
$16.55 - $18.66 $45.5K - $51.3K
10.7K $194M
CAT
Caterpillar Inc

Industrials
93
+ 25.0%
$316.8 - $391.12 $29.5K - $36.4K
465 $182M
RY
Royal Bank Of Canada

Financial Services
414
+ 122.85%
$105.65 - $124.73 $43.7K - $51.6K
751 $93.7M
CRH.L
Crh PLC

Basic Materials
587
+ 391.33%
N/A
737 $68.3M
BX
Blackstone Inc.

Financial Services
264
+ 56.29%
$120.77 - $159.66 $31.9K - $42.2K
733 $112M
NEE
Nextera Energy Inc

Utilities
19
+ 0.5%
$69.9 - $84.97 $1.33K - $1.61K
3.81K $322M
IQV
Iqvia Holdings Inc.

Healthcare
223
+ 1013.64%
$206.81 - $251.55 $46.1K - $56.1K
245 $58.1M
ETN
Eaton Corp PLC

Industrials
135
+ 30.61%
$272.52 - $333.02 $36.8K - $45K
576 $191M
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.35K
+ 320.9%
$31.07 - $39.36 $42K - $53.2K
1.77K $64.8M
ABT
Abbott Laboratories

Healthcare
216
+ 9.79%
$100.07 - $118.13 $21.6K - $25.5K
2.42K $276M
LOW
Lowes Companies Inc

Consumer Cyclical
59
+ 9.92%
$213.3 - $270.78 $12.6K - $16K
654 $177M
MA
Mastercard Inc

Financial Services
78
+ 59.54%
$429.6 - $500.99 $33.5K - $39.1K
209 $103M
BCE
Bce Inc

Communication Services
1.27K
+ 321.01%
$31.33 - $36.08 $39.7K - $45.7K
1.66K $57.9M
EOG
Eog Resources Inc

Energy
372
+ 47.63%
$117.9 - $132.65 $43.9K - $49.3K
1.15K $142M
PYPL
Pay Pal Holdings, Inc.

Financial Services
124
+ 7.35%
$57.22 - $80.08 $7.1K - $9.93K
1.81K $141M
NVS
Novartis Ag

Healthcare
170
+ 6.74%
$106.13 - $120.89 $18K - $20.6K
2.69K $310M
DEO
Diageo PLC

Consumer Defensive
279
+ 1395.0%
$120.02 - $140.77 $33.5K - $39.3K
299 $42M
RF
Regions Financial Corp

Financial Services
1.48K
+ 163.15%
$19.51 - $23.42 $28.9K - $34.7K
2.39K $55.8M
EQNR
Equinor Asa

Energy
1.51K
+ 363.46%
$24.19 - $29.0 $36.6K - $43.8K
1.93K $48.8M
SLF
Sun Life Financial Inc

Financial Services
118
+ 4.03%
$47.07 - $58.09 $5.55K - $6.85K
3.05K $177M
PH
Parker Hannifin Corp

Industrials
5
+ 2.12%
$501.01 - $635.92 $2.51K - $3.18K
241 $152M
GILD
Gilead Sciences, Inc.

Healthcare
109
+ 7.04%
$66.59 - $83.99 $7.26K - $9.15K
1.66K $139M
CSCO
Cisco Systems, Inc.

Technology
75
+ 1.5%
$44.74 - $53.22 $3.36K - $3.99K
5.09K $271M
INGR
Ingredion Inc

Consumer Defensive
74
+ 7.55%
$111.98 - $137.59 $8.29K - $10.2K
1.05K $145M
UNP
Union Pacific Corp

Industrials
22
+ 1.68%
$221.78 - $256.09 $4.88K - $5.63K
1.33K $329M
ORAN
Orange

Communication Services
2.6K
+ 469.86%
$10.15 - $12.19 $26.4K - $31.7K
3.16K $36.2M
Activity Summary
Buys All Purchases 439 New Holdings 158 Increased Positions 281 Sells All Sells 257 Reductions 257 Sold out 0 Options Calls 0 Puts 0
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