M.E. Allison & Co., Inc. Incresed Positions in Q3 2025

M.E. Allison & Co., Inc.

  • $144 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
8.47K
+ 104.18%
$202.38 - $256.87 $1.71M - $2.17M
16.6K $4.22B
CGGR
Capital Group Growth ETF Shs C

ETFs
16.6K
+ 12.42%
$40.2 - $44.58 $668K - $741K
150K $6.61B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
19.2K
+ 30.3%
$50.53 - $50.82 $968K - $974K
82.4K $4.18B
CGUS
Capital Group Core Equity ETF
15.4K
+ 27.7%
$36.89 - $39.72 $568K - $612K
71K $2.81B
JNJ
Johnson & Johnson

Healthcare
1.6K
+ 22.0%
$155.17 - $185.42 $248K - $297K
8.87K $1.65B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.01K
+ 114.46%
$459.11 - $506.91 $461K - $509K
1.88K $947M
SPY
Spdr S&P 500 ETF Trust

ETFs
232
+ 3.6%
$617.65 - $666.84 $143K - $155K
6.68K $4.45B
XOM
Exxon Mobil Corp

Energy
3.73K
+ 50.62%
$105.83 - $117.22 $395K - $437K
11.1K $1.25B
CGDV
Capital Group Divid Value ETF

ETFs
3.16K
+ 2.51%
$39.59 - $42.21 $125K - $133K
129K $5.41B
SBR
Sabine Royalty Trust

Energy
4.98K
+ 122.58%
$65.49 - $82.12 $326K - $409K
9.04K $718M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.74K
+ 9.38%
$55.61 - $57.37 $319K - $329K
67K $3.82B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.05K
+ 7.59%
$53.81 - $57.52 $164K - $175K
43.2K $2.49B
TSLA
Tesla, Inc.

Consumer Cyclical
431
+ 50.89%
$293.94 - $444.72 $127K - $192K
1.28K $568M
GOOGL
Alphabet Inc.

Communication Services
115
+ 2.95%
$174.36 - $254.72 $20.1K - $29.3K
4.01K $975M
WM
Waste Management Inc

Industrials
983
+ 67.65%
$213.88 - $237.1 $210K - $233K
2.44K $538M
IVV
Ishares Core S&P 500 ETF

ETFs
220
+ 20.02%
$620.67 - $670.08 $137K - $147K
1.32K $883M
XLK
Technology Sector Spdr

ETFs
158
+ 3.04%
$250.97 - $282.66 $39.7K - $44.7K
5.35K $1.51B
GE
General Electric CO

Industrials
125
+ 3.62%
$244.75 - $305.63 $30.6K - $38.2K
3.58K $1.08B
MSFT
Microsoft Corp

Technology
10
+ 0.13%
$491.09 - $535.64 $4.91K - $5.36K
7.65K $3.96B
KO
Coca Cola CO

Consumer Defensive
3.76K
+ 17.04%
$65.67 - $71.67 $247K - $269K
25.8K $1.71B
CVX
Chevron Corp

Energy
67
+ 0.6%
$145.57 - $161.83 $9.75K - $10.8K
11.2K $1.74B
SOUN
Soundhound Ai, Inc.

Technology
2K
+ 11.83%
$10.11 - $18.05 $20.2K - $36.1K
18.9K $304M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.18K
+ 7.09%
$59.61 - $63.09 $70.3K - $74.4K
17.8K $1.12B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
440
+ 6.34%
$108.46 - $120.63 $47.7K - $53.1K
7.38K $877M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.08%
$567.77 - $614.76 $1.14K - $1.23K
2.58K $1.58B
QQQ
Invesco Qqq Trust, Series 1

ETFs
39
+ 2.28%
$546.99 - $602.2 $21.3K - $23.5K
1.75K $1.05B
VIG
Vanguard Dividend Appreciation

ETFs
50
+ 0.58%
N/A
8.68K $1.87B
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.1K
+ 19.4%
$63.41 - $69.69 $69.8K - $76.7K
6.77K $463M
Victory Portfolios Ii
917
+ 3.42%
N/A
27.8K $1.04B
Ge Vernova Inc
31
+ 3.8%
N/A
846 $520M
ORCL
Oracle Corp

Technology
90
+ 9.23%
$218.96 - $328.33 $19.7K - $29.5K
1.07K $300M
XLY
Select Sector Spdr Consumer Di

ETFs
104
+ 3.89%
$216.09 - $242.18 $22.5K - $25.2K
2.78K $665M
MRK
Merck & Co., Inc.

Healthcare
500
+ 7.0%
$77.6 - $87.37 $38.8K - $43.7K
7.64K $641M
CAT
Caterpillar Inc

Industrials
1
+ 0.12%
$390.92 - $477.15 $391 - $477
846 $403M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
535
+ 4.48%
$62.09 - $66.51 $33.2K - $35.6K
12.5K $814M
WFC
Wells Fargo & Company

Financial Services
27
+ 0.14%
$77.05 - $85.16 $2.08K - $2.3K
18.8K $1.57B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1
+ 0.07%
$224.68 - $282.71 $225 - $283
1.36K $378M
XLF
Financial Sector Spdr

ETFs
627
+ 3.23%
$51.37 - $54.25 $32.2K - $34K
20.1K $1.08B
ALGN
Align Technology Inc

Healthcare
1.36K
+ 77.71%
$124.88 - $207.19 $170K - $282K
3.11K $389M
LUV
Southwest Airlines CO

Industrials
2K
+ 13.39%
$29.06 - $37.7 $58K - $75.3K
16.9K $540M
XLV
Select Sector Spdr Fund Health

ETFs
240
+ 4.85%
$129.01 - $139.72 $31K - $33.5K
5.19K $722M
UAA
Under Armour, Inc.

Consumer Cyclical
18K
+ 95.23%
$4.77 - $7.37 $85.8K - $133K
36.9K $184M
BAC
Bank Of America Corp

Financial Services
2
+ 0.02%
$44.92 - $52.42 $89.8 - $105
12.2K $629M
PFE
Pfizer Inc

Healthcare
164
+ 0.45%
$23.29 - $25.88 $3.82K - $4.24K
36.5K $930M
CGMS
Capital Grp Core Plus Income E
1.52K
+ 5.87%
N/A
27.4K $760M
Capital Group Conservative E
750
+ 7.2%
N/A
11.2K $336M
DVN
Devon Energy Corp

Energy
400
+ 6.0%
$31.75 - $36.99 $12.7K - $14.8K
7.06K $248M
DFAT
Dimensional ETF Tr U S Target

ETFs
3
+ 0.04%
$53.36 - $59.69 $160 - $179
7.44K $433M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
37
+ 0.08%
$26.88 - $27.78 $995 - $1.03K
48K $1.33B
Activity Summary
Buys All Purchases 90 New Holdings 19 Increased Positions 71 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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