Bruce G. Allen Investments, LLC Sells in Q2 2025

Bruce G. Allen Investments, LLC

  • $132 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.84K
- 0.96%
$24.32 - $27.87 $69.1K - $79.2K
292K $7.73B
UNH
Unitedhealth Group Inc

Healthcare
-166
- 17.36%
$274.35 - $599.47 $45.5K - $99.5K
790 $246M
DJP
Barclays Bank PLC

ETFs
-3.29K
- 3.26%
N/A
97.5K $3.31B
VONV
Vanguard Russell 1000 Value Et

ETFs
-3.28K
- 13.97%
$73.19 - $85.21 $240K - $279K
20.2K $1.72B
AAPL
Apple Inc.

Technology
-27
- 0.3%
$172.42 - $223.89 $4.66K - $6.05K
8.87K $1.82B
ABBV
Abb Vie Inc.

Healthcare
-332
- 12.11%
$170.16 - $206.27 $56.5K - $68.5K
2.41K $447M
CVX
Chevron Corp

Energy
-187
- 6.01%
$133.73 - $168.51 $25K - $31.5K
2.93K $419M
DLTR
Dollar Tree, Inc.

Consumer Defensive
-1.14K
- 91.7%
$67.22 - $100.51 $76.5K - $114K
103 $10.2M
XOM
Exxon Mobil Corp

Energy
-99
- 1.75%
$99.93 - $119.04 $9.89K - $11.8K
5.55K $598M
XLE
Energy Sector Spdr

ETFs
-377
- 8.51%
$76.44 - $94.13 $28.8K - $35.5K
4.05K $344M
PHYS
Sprott Physical Gold Trust

Financial Services
-10.4K
- 6.59%
$22.82 - $26.29 $237K - $273K
147K $3.73B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2
- 0.16%
$483.48 - $539.8 $967 - $1.08K
1.24K $603M
CB
Chubb LTD

Financial Services
-155
- 18.3%
$274.32 - $302.46 $42.5K - $46.9K
692 $200M
TGT
Target Corp

Consumer Defensive
-424
- 28.53%
$88.76 - $105.77 $37.6K - $44.8K
1.06K $105M
PGR
Progressive Corp

Financial Services
-134
- 19.53%
$255.27 - $288.74 $34.2K - $38.7K
552 $147M
UPS
United Parcel Service Inc

Industrials
-313
- 19.71%
$91.92 - $110.2 $28.8K - $34.5K
1.28K $129M
MCD
Mcdonalds Corp

Consumer Cyclical
-71
- 6.36%
$285.55 - $321.23 $20.3K - $22.8K
1.05K $306M
FISV
Fiserv Inc

Technology
-152
- 50.33%
N/A
150 $25.9M
SAP
Sap Se

Technology
-173
- 45.05%
$237.53 - $309.8 $41.1K - $53.6K
211 $64.2M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-381
- 17.87%
$100.35 - $100.71 $38.2K - $38.4K
1.75K $176M
SCHW
Schwab Charles Corp

Financial Services
-841
- 26.41%
$69.06 - $91.24 $58.1K - $76.7K
2.34K $214M
AON
Aon PLC

Financial Services
-78
- 43.33%
$335.85 - $398.81 $26.2K - $31.1K
102 $36.4M
SBUX
Starbucks Corp

Consumer Cyclical
-219
- 9.67%
$79.69 - $99.41 $17.5K - $21.8K
2.05K $187M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-534
- 5.67%
$83.54 - $100.04 $44.6K - $53.4K
8.89K $884M
MCK
Mckesson Corp

Healthcare
-52
- 67.53%
$652.83 - $732.78 $33.9K - $38.1K
25 $18.3M
LLY
Eli Lilly & CO

Healthcare
-29
- 13.74%
$713.71 - $898.95 $20.7K - $26.1K
182 $142M
BDX
Becton Dickinson & CO

Healthcare
-92
- 34.2%
$165.15 - $226.42 $15.2K - $20.8K
177 $30.5M
VZ
Verizon Communications Inc

Communication Services
-49
- 0.36%
$41.67 - $45.62 $2.04K - $2.24K
13.5K $586M
CRH.L
Crh PLC

Basic Materials
-343
- 44.32%
N/A
431 $39.6M
COP
Conocophillips

Energy
-68
- 4.9%
$82.66 - $106.1 $5.62K - $7.21K
1.32K $118M
IBM
International Business Machines Corp

Technology
-199
- 29.01%
$221.03 - $294.78 $44K - $58.7K
487 $144M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-41
- 5.92%
$212.1 - $244.27 $8.7K - $10K
651 $142M
CAG
Conagra Brands Inc.

Consumer Defensive
-785
- 47.23%
$20.4 - $26.78 $16K - $21K
877 $18M
KO
Coca Cola CO

Consumer Defensive
-284
- 4.59%
$68.37 - $73.9 $19.4K - $21K
5.9K $417M
HAL
Halliburton CO

Energy
-931
- 77.33%
$19.26 - $25.7 $17.9K - $23.9K
273 $5.56M
CTSH
Cognizant Technology Solutions Corp

Technology
-333
- 48.83%
$66.47 - $81.81 $22.1K - $27.2K
349 $27.2M
RYAAY
Ryanair Holdings PLC

Industrials
-584
- 92.11%
$39.21 - $57.84 $22.9K - $33.8K
50 $2.88M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-130
- 0.43%
$19.55 - $21.78 $2.54K - $2.83K
30.1K $624M
T
At&T Inc.

Communication Services
-1.33K
- 5.57%
$26.33 - $28.94 $35K - $38.4K
22.5K $652M
MDT
Medtronic PLC

Healthcare
-194
- 10.44%
$80.68 - $88.86 $15.7K - $17.2K
1.66K $145M
Kenvue Inc Com
-241
- 4.38%
N/A
5.27K $110M
EOG
Eog Resources Inc

Energy
-99
- 9.06%
$104.61 - $129.97 $10.4K - $12.9K
994 $119M
HMC
Honda Motor CO LTD

Consumer Cyclical
-1.09K
- 17.43%
$25.0 - $30.93 $27.2K - $33.6K
5.15K $148M
GILD
Gilead Sciences, Inc.

Healthcare
-169
- 10.64%
$96.91 - $113.0 $16.4K - $19.1K
1.42K $157M
ELV
Elevance Health, Inc.

Healthcare
-11
- 3.2%
$372.27 - $452.69 $4.09K - $4.98K
333 $130M
ICE
Intercontinental Exchange, Inc.

Financial Services
-177
- 14.58%
$151.62 - $183.47 $26.8K - $32.5K
1.04K $190M
GPN
Global Payments Inc

Industrials
-94
- 14.57%
$67.47 - $99.6 $6.34K - $9.36K
551 $44.1M
CL
Colgate Palmolive CO

Consumer Defensive
-34
- 0.61%
$87.57 - $96.0 $2.98K - $3.26K
5.56K $506M
UNP
Union Pacific Corp

Industrials
-40
- 2.67%
$208.27 - $238.46 $8.33K - $9.54K
1.46K $335M
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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