Bruce G. Allen Investments, LLC Purchases in Q2 2025

Bruce G. Allen Investments, LLC

  • $132 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
9.24K
+ 2.84%
$52.4 - $64.65 $484K - $598K
335K $21.3B
VTV
Vanguard Value ETF

ETFs
4.12K
+ 5.7%
$153.67 - $176.74 $633K - $728K
76.4K $13.5B
META
Meta Platforms, Inc.

Communication Services
361
+ 221.47%
$484.66 - $738.09 $175K - $266K
524 $387M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
1.68K
+ 272.29%
$71.94 - $86.02 $121K - $145K
2.3K $197M
SPY
Spdr S&P 500 ETF Trust

ETFs
7
+ 0.3%
$496.48 - $617.85 $3.48K - $4.32K
2.38K $1.47B
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
43
+ 0.3%
$59.57 - $75.11 $2.56K - $3.23K
14.2K $1.07B
JPM
Jpmorgan Chase & CO

Financial Services
56
+ 2.35%
$210.28 - $289.91 $11.8K - $16.2K
2.44K $707M
ORCL
Oracle Corp

Technology
283
+ 36.99%
$122.82 - $218.63 $34.8K - $61.9K
1.05K $229M
VOE
Vanguard Mid Cap Value Index F

ETFs
104
+ 0.39%
$141.87 - $164.49 $14.8K - $17.1K
26.5K $4.36B
AMZN
Amazon Com Inc

Consumer Cyclical
414
+ 713.79%
$167.32 - $223.3 $69.3K - $92.4K
472 $104M
Ishares Managed Futures Active ETF
2.95K
New
N/A
2.95K $72.9M
GOOGL
Alphabet Inc.

Communication Services
333
+ 84.73%
$144.7 - $178.6 $48.2K - $59.5K
726 $128M
BFB
Brown Forman Corp Cl B
2.47K
+ 2622.34%
N/A
2.56K $68.9M
Ishares Bitcoin Trust ETF
758
+ 59.59%
N/A
2.03K $124M
ETN
Eaton Corp PLC

Industrials
21
+ 3.19%
$246.52 - $356.99 $5.18K - $7.5K
680 $243M
PEAK
Healthpeak Properties, Inc.

Real Estate
3.7K
+ 496.77%
N/A
4.44K $77.7M
NTR
Nutrien Ltd.

Basic Materials
885
+ 75.84%
$46.88 - $62.89 $41.5K - $55.7K
2.05K $120M
Barrick Mng Corp Com Shs
2.92K
New
N/A
2.92K $60.8M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
686
+ 12.5%
$75.05 - $77.34 $51.5K - $53.1K
6.17K $477M
CCL
Carnival Corp

Consumer Cyclical
1.95K
+ 870.54%
$16.43 - $28.12 $32K - $54.8K
2.17K $61.1M
ICLR
Icon PLC

Healthcare
390
+ 1772.73%
$126.62 - $168.7 $49.4K - $65.8K
412 $59.9M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
1.29K
+ 13.86%
$23.14 - $27.82 $29.8K - $35.8K
10.6K $289M
WMT
Walmart Inc.

Consumer Defensive
375
+ 22.67%
$81.79 - $99.98 $30.7K - $37.5K
2.03K $198M
AMAT
Applied Materials Inc

Technology
193
+ 44.47%
$126.95 - $183.52 $24.5K - $35.4K
627 $115M
AXP
American Express CO

Financial Services
58
+ 10.02%
$231.39 - $318.98 $13.4K - $18.5K
637 $203M
BTI
British American Tobacco P.L.C.

Consumer Defensive
774
+ 43.39%
$39.43 - $49.34 $30.5K - $38.2K
2.56K $121M
BK
Bank Of New York Mellon Corp

Financial Services
169
+ 3.87%
$73.31 - $91.62 $12.4K - $15.5K
4.54K $413M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
450
New
$89.4 - $99.04 $40.2K - $44.6K
450 $43.5M
COF
Capital One Financial Corp

Financial Services
85
+ 11.3%
$150.57 - $212.76 $12.8K - $18.1K
837 $178M
WFC
Wells Fargo & Company

Financial Services
53
+ 1.16%
$60.98 - $80.12 $3.23K - $4.25K
4.64K $372M
CRM
Salesforce, Inc.

Technology
150
+ 71.09%
$236.26 - $291.15 $35.4K - $43.7K
361 $98.4M
MS
Morgan Stanley

Financial Services
18
+ 1.17%
$99.83 - $140.86 $1.8K - $2.54K
1.56K $219M
TJX
Tjx Companies Inc

Consumer Cyclical
306
+ 28.25%
$119.13 - $135.03 $36.5K - $41.3K
1.39K $172M
MU
Micron Technology Inc

Technology
64
+ 7.35%
$64.72 - $127.91 $4.14K - $8.19K
935 $115M
FIS
Fidelity National Information Services, Inc.

Technology
423
+ 60.09%
$68.14 - $82.13 $28.8K - $34.7K
1.13K $91.7M
DIS
Walt Disney CO

Communication Services
94
+ 9.14%
$81.72 - $124.01 $7.68K - $11.7K
1.12K $139M
DEO
Diageo PLC

Consumer Defensive
376
+ 133.33%
$99.86 - $115.75 $37.5K - $43.5K
658 $66.4M
PEP
Pepsico Inc

Consumer Defensive
421
+ 39.31%
$128.02 - $151.37 $53.9K - $63.7K
1.49K $197M
CEG
Constellation Energy Corp

Utilities
12
+ 4.63%
$170.96 - $322.76 $2.05K - $3.87K
271 $87.5M
USB
Us Bancorp \De\

Financial Services
595
+ 22.69%
$36.4 - $45.76 $21.7K - $27.2K
3.22K $146M
MCHP
Microchip Technology Inc

Technology
122
+ 10.43%
$35.34 - $71.6 $4.31K - $8.74K
1.29K $90.9M
MSI
Motorola Solutions, Inc.

Technology
83
+ 224.32%
$394.72 - $440.39 $32.8K - $36.6K
120 $50.5M
BRO
Brown & Brown, Inc.

Financial Services
305
+ 1129.63%
$104.48 - $124.43 $31.9K - $38K
332 $36.8M
STX
Seagate Technology Holdings PLC

Technology
92
+ 28.13%
$66.54 - $144.33 $6.12K - $13.3K
419 $60.5M
DE
Deere & CO

Industrials
46
+ 20.72%
$412.99 - $531.48 $19K - $24.4K
268 $136M
Lam Research Corp Com New
284
+ 207.3%
N/A
421 $41M
CNQ
Canadian Natural Resources LTD

Energy
963
+ 116.73%
$25.14 - $34.01 $24.2K - $32.8K
1.79K $56.1M
MMM
3 M CO

Industrials
187
+ 54.52%
$126.09 - $154.15 $23.6K - $28.8K
530 $80.7M
DG
Dollar General Corp

Consumer Defensive
44
+ 4.78%
$86.02 - $114.95 $3.78K - $5.06K
965 $110M
Activity Summary
Buys All Purchases 384 New Holdings 61 Increased Positions 323 Sells All Sells 393 Reductions 393 Sold out 0 Options Calls 0 Puts 0
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