Allen Capital Group
Latest statistics and disclosures from Allen Capital Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPLG, FIXD, SPY, BRK.B, DSTL, and represent 29.82% of Allen Capital Group's stock portfolio.
- Added to shares of these 10 stocks: VFLO (+$12M), PYLD (+$12M), SCHX (+$7.8M), SCHP (+$5.4M), FIXD, TSCO, KLAC, BOXX, AEP, PEP.
- Started 13 new stock positions in CRWD, PLTR, WMB, ALL, FI, VFLO, MCO, OGN, C, KLAC. JEPQ, IGV, MKL.
- Reduced shares in these 10 stocks: SPY (-$29M), VNQ (-$7.2M), IQLT, GBIL, DG, SGOL, BX, SPLG, DSTL, NUE.
- Sold out of its positions in AMD, CMCSA, DFEV, DG, QQQ, NEM, NUE, QCOM, RWR, TXN. TMO, BNDX, VCIT, VNQ, MDT.
- Allen Capital Group was a net buyer of stock by $30M.
- Allen Capital Group has $873M in assets under management (AUM), dropping by 9.17%.
- Central Index Key (CIK): 0001601384
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Portfolio Holdings for Allen Capital Group
Allen Capital Group holds 219 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 7.3 | $64M | 930k | 68.94 |
|
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 6.6 | $58M | +6% | 1.3M | 42.97 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.5 | $57M | -33% | 97k | 586.08 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.0 | $44M | 97k | 453.28 |
|
|
| Etf Ser Solutions Distillate Us (DSTL) | 4.3 | $38M | 685k | 54.92 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 4.2 | $36M | -11% | 981k | 37.12 |
|
| Victory Portfolios Ii Core Intermediat (UITB) | 2.9 | $25M | +6% | 546k | 45.96 |
|
| Apple (AAPL) | 2.7 | $24M | +3% | 94k | 250.42 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 2.4 | $21M | 370k | 55.66 |
|
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 1.8 | $16M | 352k | 44.92 |
|
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.8 | $16M | +10% | 311k | 50.71 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.7 | $15M | 377k | 38.37 |
|
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 1.7 | $14M | -6% | 575k | 25.05 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 1.4 | $12M | +4902% | 471k | 25.92 |
|
| Victory Portfolios Ii Shares Free Cash (VFLO) | 1.4 | $12M | NEW | 358k | 34.09 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.3 | $12M | +195% | 508k | 23.18 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.3 | $12M | +6% | 204k | 57.53 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.2 | $10M | +4% | 171k | 58.79 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.2 | $10M | +12% | 199k | 50.37 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.1 | $9.9M | +117% | 385k | 25.83 |
|
| Tidal Etf Tr Zega Buy And Hed (ZHDG) | 1.1 | $9.8M | -4% | 482k | 20.30 |
|
| Microsoft Corporation (MSFT) | 1.1 | $9.8M | +7% | 23k | 421.50 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 1.0 | $8.9M | -2% | 96k | 92.73 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $8.7M | -3% | 37k | 239.71 |
|
| Blackstone Group Inc Com Cl A (BX) | 1.0 | $8.5M | -10% | 49k | 172.42 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 1.0 | $8.4M | +12% | 190k | 44.18 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $8.0M | +11% | 43k | 189.30 |
|
| Meta Platforms Cl A (META) | 0.9 | $8.0M | +3% | 14k | 585.51 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $7.9M | 59k | 134.29 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $7.4M | +6% | 38k | 197.49 |
|
| Amazon (AMZN) | 0.8 | $7.3M | +4% | 33k | 219.39 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.8 | $6.8M | -2% | 69k | 99.55 |
|
| Home Depot (HD) | 0.8 | $6.8M | +5% | 18k | 388.98 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.8 | $6.6M | +46% | 60k | 110.28 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.7 | $6.3M | +16% | 126k | 50.32 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $6.1M | 48k | 127.59 |
|
|
| Charles Schwab Corporation (SCHW) | 0.7 | $5.7M | +8% | 77k | 74.01 |
|
| Kinder Morgan (KMI) | 0.7 | $5.7M | +8% | 207k | 27.40 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.6 | $5.7M | 126k | 44.87 |
|
|
| UnitedHealth (UNH) | 0.6 | $5.5M | +4% | 11k | 505.86 |
|
| Xylem (XYL) | 0.6 | $5.2M | +9% | 45k | 116.02 |
|
| Spdr Index Shs Fds S&p Intl Etf (DWX) | 0.6 | $5.2M | 148k | 34.96 |
|
|
| Cisco Systems (CSCO) | 0.6 | $5.1M | +6% | 87k | 59.20 |
|
| International Business Machines (IBM) | 0.6 | $5.1M | +3% | 23k | 219.83 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $5.0M | 8.5k | 588.68 |
|
|
| Wal-Mart Stores (WMT) | 0.5 | $4.7M | -6% | 52k | 90.35 |
|
| Deere & Company (DE) | 0.5 | $4.6M | +8% | 11k | 423.71 |
|
| Chevron Corporation (CVX) | 0.5 | $4.3M | +10% | 29k | 144.84 |
|
| Visa Com Cl A (V) | 0.5 | $4.0M | +3% | 13k | 316.04 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF) | 0.5 | $4.0M | -2% | 55k | 72.37 |
|
| Verizon Communications (VZ) | 0.4 | $3.8M | +9% | 96k | 39.99 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.4 | $3.5M | -38% | 35k | 99.92 |
|
| Unilever Spon Adr New (UL) | 0.4 | $3.5M | +8% | 61k | 56.70 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.4 | $3.5M | +14% | 67k | 52.02 |
|
| Pfizer (PFE) | 0.4 | $3.3M | +10% | 126k | 26.53 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $3.2M | +110% | 174k | 18.50 |
|
| Broadridge Financial Solutions (BR) | 0.4 | $3.2M | +6% | 14k | 226.10 |
|
| Tractor Supply Company (TSCO) | 0.4 | $3.2M | +429% | 60k | 53.06 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.4 | $3.1M | 40k | 77.79 |
|
|
| Johnson & Johnson (JNJ) | 0.3 | $2.9M | -2% | 20k | 144.62 |
|
| Oneok (OKE) | 0.3 | $2.8M | 28k | 100.40 |
|
|
| American Electric Power Company (AEP) | 0.3 | $2.8M | +231% | 31k | 92.23 |
|
| Snowflake Cl A (SNOW) | 0.3 | $2.8M | +11% | 18k | 154.41 |
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.3 | $2.8M | -2% | 97k | 29.05 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $2.7M | +7% | 26k | 107.57 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.3 | $2.7M | +3% | 56k | 48.16 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.3 | $2.7M | -2% | 71k | 37.42 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $2.6M | +204% | 95k | 27.32 |
|
| Paypal Holdings (PYPL) | 0.3 | $2.6M | +4% | 30k | 85.35 |
|
| Veeva Sys Cl A Com (VEEV) | 0.3 | $2.5M | +9% | 12k | 210.25 |
|
| Nike CL B (NKE) | 0.3 | $2.4M | +8% | 32k | 75.67 |
|
| Booking Holdings (BKNG) | 0.3 | $2.4M | -12% | 477.00 | 4968.51 |
|
| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.3 | $2.3M | 92k | 25.31 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $2.3M | +200% | 87k | 26.07 |
|
| Pepsi (PEP) | 0.2 | $2.2M | +499% | 14k | 152.06 |
|
| Workday Cl A (WDAY) | 0.2 | $2.1M | +11% | 8.3k | 258.03 |
|
| Kla Corp Com New (KLAC) | 0.2 | $2.1M | NEW | 3.4k | 630.12 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $2.1M | +262% | 74k | 27.87 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.9M | +23% | 2.7k | 693.08 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.9M | +32% | 4.3k | 444.68 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.8M | +2% | 38k | 47.82 |
|
| Tesla Motors (TSLA) | 0.2 | $1.7M | +4% | 4.3k | 403.84 |
|
| Southern Company (SO) | 0.2 | $1.7M | +16% | 21k | 82.32 |
|
| Diamondback Energy (FANG) | 0.2 | $1.7M | +11% | 10k | 163.83 |
|
| Union Pacific Corporation (UNP) | 0.2 | $1.6M | 7.0k | 228.05 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $1.6M | +102% | 61k | 25.86 |
|
| Broadcom (AVGO) | 0.2 | $1.6M | +3% | 6.8k | 231.84 |
|
| Vaneck Etf Trust Clo Etf (CLOI) | 0.2 | $1.6M | +7% | 30k | 52.77 |
|
| Caterpillar (CAT) | 0.2 | $1.5M | 4.2k | 362.77 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.5M | 13k | 115.22 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.2 | $1.5M | 37k | 40.34 |
|
|
| Bank of America Corporation (BAC) | 0.2 | $1.5M | +5% | 34k | 43.95 |
|
| Procter & Gamble Company (PG) | 0.2 | $1.5M | +4% | 8.9k | 167.65 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $1.5M | -17% | 29k | 50.71 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.2 | $1.4M | +26% | 49k | 29.01 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $1.4M | +5% | 53k | 26.63 |
|
| American Centy Etf Tr Focused Lrg Cap (FLV) | 0.1 | $1.3M | +4% | 20k | 66.75 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $1.2M | +24% | 2.9k | 434.93 |
|
| First Horizon National Corporation (FHN) | 0.1 | $1.2M | +17% | 62k | 20.14 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.2M | 28k | 44.04 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.2M | 20k | 62.31 |
|
|
| Merck & Co (MRK) | 0.1 | $1.2M | -4% | 12k | 99.48 |
|
| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.1 | $1.2M | -3% | 15k | 78.46 |
|
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.1 | $1.2M | 23k | 49.76 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $1.1M | 11k | 107.74 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.1M | +6% | 5.7k | 190.42 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $1.1M | +62% | 1.4k | 772.00 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.0M | 5.8k | 178.08 |
|
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.1 | $1.0M | 148k | 6.82 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.1 | $1.0M | NEW | 10k | 100.12 |
|
| Paychex (PAYX) | 0.1 | $990k | +20% | 7.1k | 140.22 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $983k | -4% | 2.0k | 485.95 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 0.1 | $980k | +12% | 30k | 32.68 |
|
| Nextera Energy (NEE) | 0.1 | $951k | +22% | 13k | 71.69 |
|
| Consolidated Edison (ED) | 0.1 | $947k | +28% | 11k | 89.23 |
|
| Spdr Index Shs Fds Portflo Eurp Etf (SPEU) | 0.1 | $922k | -2% | 23k | 39.84 |
|
| Fidelity National Information Services (FIS) | 0.1 | $876k | +23% | 11k | 80.77 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $864k | -10% | 8.1k | 106.55 |
|
| Realty Income (O) | 0.1 | $850k | -6% | 16k | 53.41 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $807k | NEW | 2.4k | 342.16 |
|
| McDonald's Corporation (MCD) | 0.1 | $786k | -2% | 2.7k | 289.92 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $780k | -5% | 5.4k | 145.35 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $771k | -2% | 5.5k | 139.35 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $758k | -4% | 22k | 34.13 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $741k | +146% | 2.1k | 351.79 |
|
| Servicenow (NOW) | 0.1 | $715k | +24% | 674.00 | 1060.12 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $700k | -5% | 8.7k | 80.93 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $696k | -3% | 2.9k | 242.13 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $694k | -5% | 1.3k | 538.81 |
|
| Phillips 66 (PSX) | 0.1 | $642k | +4% | 5.6k | 113.93 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $622k | +11% | 1.5k | 410.44 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $620k | 12k | 52.22 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $602k | 9.8k | 61.34 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $583k | 4.2k | 137.57 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $581k | +2% | 1.7k | 339.93 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $572k | +8% | 1.1k | 526.57 |
|
| Stryker Corporation (SYK) | 0.1 | $572k | +31% | 1.6k | 360.05 |
|
| Abbott Laboratories (ABT) | 0.1 | $569k | +7% | 5.0k | 113.11 |
|
| Palo Alto Networks (PANW) | 0.1 | $568k | +172% | 3.1k | 181.96 |
|
| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.1 | $567k | +37% | 25k | 22.48 |
|
| Wells Fargo & Company (WFC) | 0.1 | $566k | +10% | 8.1k | 70.24 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $541k | 2.3k | 240.28 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $536k | 6.5k | 81.98 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $531k | 11k | 48.33 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $529k | -2% | 3.1k | 169.30 |
|
| Starbucks Corporation (SBUX) | 0.1 | $523k | +10% | 5.7k | 91.26 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $506k | -51% | 4.6k | 110.11 |
|
| At&t (T) | 0.1 | $499k | +6% | 22k | 22.77 |
|
| Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) | 0.1 | $497k | 21k | 23.44 |
|
|
| Northrop Grumman Corporation (NOC) | 0.1 | $494k | +5% | 1.1k | 469.12 |
|
| Abbvie (ABBV) | 0.1 | $494k | +13% | 2.8k | 177.70 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $489k | +7% | 11k | 46.29 |
|
| 3M Company (MMM) | 0.1 | $483k | +8% | 3.7k | 129.10 |
|
| Morgan Stanley Com New (MS) | 0.1 | $472k | +14% | 3.8k | 125.72 |
|
| Lowe's Companies (LOW) | 0.1 | $470k | +10% | 1.9k | 246.80 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $467k | +6% | 510.00 | 916.30 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $453k | -39% | 4.1k | 110.25 |
|
| Philip Morris International (PM) | 0.1 | $450k | +24% | 3.7k | 120.35 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $446k | +17% | 1.6k | 283.85 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $438k | +39% | 23k | 19.43 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $437k | +39% | 22k | 19.48 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.0 | $434k | +39% | 22k | 20.13 |
|
| General Dynamics Corporation (GD) | 0.0 | $431k | +2% | 1.6k | 263.43 |
|
| Altria (MO) | 0.0 | $427k | +2% | 8.2k | 52.29 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $424k | 2.0k | 206.92 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $418k | 14k | 29.56 |
|
|
| Amgen (AMGN) | 0.0 | $408k | +14% | 1.6k | 260.64 |
|
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.0 | $404k | +43% | 22k | 18.34 |
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.0 | $403k | +43% | 25k | 16.37 |
|
| Copart (CPRT) | 0.0 | $402k | +29% | 7.0k | 57.39 |
|
| Cummins (CMI) | 0.0 | $395k | 1.1k | 348.60 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $395k | 2.4k | 162.93 |
|
|
| Coupang Cl A (CPNG) | 0.0 | $394k | +29% | 18k | 21.98 |
|
| Enterprise Products Partners (EPD) | 0.0 | $384k | -18% | 12k | 31.36 |
|
| salesforce (CRM) | 0.0 | $375k | +9% | 1.1k | 334.46 |
|
| Micron Technology (MU) | 0.0 | $364k | -7% | 4.3k | 84.16 |
|
| Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) | 0.0 | $363k | +50% | 23k | 16.05 |
|
| Wisdomtree Tr Intl Equity Fd (DWM) | 0.0 | $362k | 6.9k | 52.70 |
|
|
| Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) | 0.0 | $362k | +50% | 18k | 20.11 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $356k | 17k | 21.06 |
|
|
| Netflix (NFLX) | 0.0 | $352k | +7% | 395.00 | 891.32 |
|
| Innovator Etfs Trust International Dv (IOCT) | 0.0 | $348k | 12k | 29.30 |
|
|
| Goldman Sachs (GS) | 0.0 | $343k | +4% | 599.00 | 572.62 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $341k | 3.4k | 101.53 |
|
|
| Danaher Corporation (DHR) | 0.0 | $341k | -2% | 1.5k | 229.55 |
|
| Dell Technologies CL C (DELL) | 0.0 | $338k | +3% | 2.9k | 115.24 |
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.0 | $337k | +14% | 5.4k | 62.04 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $336k | 2.9k | 115.71 |
|
|
| Honeywell International (HON) | 0.0 | $333k | +9% | 1.5k | 225.89 |
|
| Prudential Financial (PRU) | 0.0 | $321k | -11% | 2.7k | 118.51 |
|
| Coca-Cola Company (KO) | 0.0 | $318k | -11% | 5.1k | 62.26 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $317k | +8% | 607.00 | 521.96 |
|
| Wp Carey (WPC) | 0.0 | $313k | 5.8k | 54.48 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $310k | 5.1k | 60.30 |
|
|
| Markel Corporation (MKL) | 0.0 | $307k | NEW | 178.00 | 1726.23 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $299k | +3% | 6.0k | 50.13 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $288k | NEW | 3.8k | 75.63 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU) | 0.0 | $274k | 4.2k | 65.73 |
|
|
| Kroger (KR) | 0.0 | $257k | 4.2k | 61.15 |
|
|
| Walt Disney Company (DIS) | 0.0 | $255k | -7% | 2.3k | 111.37 |
|
| Oracle Corporation (ORCL) | 0.0 | $250k | 1.5k | 166.64 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $244k | 1.9k | 128.62 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $244k | 1.5k | 166.79 |
|
|
| Citigroup Com New (C) | 0.0 | $244k | NEW | 3.5k | 70.39 |
|
| American Tower Reit (AMT) | 0.0 | $243k | 1.3k | 183.41 |
|
|
| Casey's General Stores (CASY) | 0.0 | $238k | 600.00 | 396.23 |
|
|
| Phillips Edison & Co Common Stock (PECO) | 0.0 | $237k | 6.3k | 37.46 |
|
|
| Williams Companies (WMB) | 0.0 | $225k | NEW | 4.2k | 54.12 |
|
| United Rentals (URI) | 0.0 | $224k | 318.00 | 704.44 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $223k | -10% | 3.7k | 59.73 |
|
| Applied Materials (AMAT) | 0.0 | $223k | -11% | 1.4k | 162.63 |
|
| Moody's Corporation (MCO) | 0.0 | $219k | NEW | 463.00 | 473.37 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $212k | NEW | 3.8k | 56.38 |
|
| Eaton Corp SHS (ETN) | 0.0 | $210k | 633.00 | 331.87 |
|
|
| Allstate Corporation (ALL) | 0.0 | $209k | NEW | 1.1k | 192.79 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $203k | +78% | 8.4k | 24.29 |
|
| Fiserv (FI) | 0.0 | $202k | NEW | 985.00 | 205.42 |
|
| Organon & Co Common Stock (OGN) | 0.0 | $150k | NEW | 10k | 14.92 |
|
| Niocorp Devs Com New (NB) | 0.0 | $18k | +9% | 12k | 1.55 |
|
Past Filings by Allen Capital Group
SEC 13F filings are viewable for Allen Capital Group going back to 2017
- Allen Capital Group 2024 Q4 filed Jan. 23, 2025
- Allen Capital Group 2024 Q3 filed Nov. 12, 2024
- Allen Capital Group 2024 Q2 filed Aug. 12, 2024
- Allen Capital Group 2024 Q1 filed April 15, 2024
- Allen Capital Group 2023 Q4 filed Jan. 30, 2024
- Allen Capital Group 2023 Q3 filed Nov. 1, 2023
- Allen Capital Group 2023 Q2 filed July 24, 2023
- Allen Capital Group 2023 Q1 filed April 28, 2023
- Allen Capital Group 2022 Q4 filed Feb. 3, 2023
- Allen Capital Group 2022 Q3 filed Nov. 9, 2022
- Allen Capital Group 2022 Q2 filed July 27, 2022
- Allen Capital Group 2022 Q1 filed May 10, 2022
- Allen Capital Group 2021 Q4 amended filed Jan. 31, 2022
- Allen Capital Group 2021 Q4 filed Jan. 25, 2022
- Allen Capital Group 2021 Q3 filed Oct. 22, 2021
- Allen Capital Group 2021 Q2 filed July 20, 2021