Bruce G. Allen Investments, LLC Portfolio Holdings
Bruce G. Allen Investments, LLC
- $132 Billion
- Q2 2025
Bruce G. Allen Investments, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $132 Billion distributed in 1079 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Msci Eafe Value ETF with a value of $21.3B, Vanguard Value ETF with a value of $13.5B, Schwab Fundamental Intl Large with a value of $9.35B, Schwab Fundamental U S Large C with a value of $8.63B, and Schwab Strategic Tr Us Dividen with a value of $7.73B.
Examining the 13F form we can see an increase of $5.62B in the current position value, from $126B to 132B.
Bruce G. Allen Investments, LLC is based out at Denver, CO
Below you can find more details about Bruce G. Allen Investments, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 1,079
- Current Value $132 Billion
- Prior Value $126 Billion
- Filing
- Period Q2 2025
- Filing Date July 09, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 61 stocks
- Additional Purchases 323 stocks
- Sold out of 0 stocks
- Reduced holdings in 393 stocks