Allen Capital Group
Latest statistics and disclosures from Allen Capital Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPLG, FIXD, IQLT, BRK.B, DSTL, and represent 31.24% of Allen Capital Group's stock portfolio.
- Added to shares of these 10 stocks: GBIL, JEPI, FIXD, SPY, IQLT, ADBE, BINC, ASML, JAAA, UITB.
- Started 17 new stock positions in TXN, GS, DELL, ADBE, ULTA, CMCSA, NFLX, ORCL, ISRG, MDT. ACN, TMO, CPRT, RWR, GE, BSCW, ETN.
- Reduced shares in these 10 stocks: MMM, PRU, AMGN, SHV, CSCO, NVDA, ZHDG, QQQ, AGG, SLB.
- Sold out of its positions in BDX, C, DVYE, AGG, KLAC, SLB, VXUS, WMB.
- Allen Capital Group was a net buyer of stock by $33M.
- Allen Capital Group has $800M in assets under management (AUM), dropping by 12.21%.
- Central Index Key (CIK): 0001601384
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Portfolio Holdings for Allen Capital Group
Allen Capital Group holds 221 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 8.0 | $64M | 944k | 67.51 |
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| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 7.1 | $57M | +4% | 1.3M | 45.24 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 5.7 | $46M | +4% | 1.1M | 41.49 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.5 | $44M | 95k | 460.26 |
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| Etf Ser Solutions Distillate Us (DSTL) | 5.0 | $40M | 698k | 56.73 |
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| Victory Portfolios Ii Core Intermediat (UITB) | 3.1 | $25M | +6% | 511k | 47.93 |
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| Apple (AAPL) | 2.6 | $21M | +3% | 90k | 233.00 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 2.6 | $21M | 372k | 55.63 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 2.0 | $16M | +4% | 354k | 45.51 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 1.9 | $16M | 617k | 25.13 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.9 | $15M | +6% | 373k | 41.28 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.8 | $14M | +11% | 280k | 50.88 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.5 | $12M | 172k | 67.85 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.4 | $11M | +28% | 192k | 59.51 |
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| Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) | 1.4 | $11M | +25% | 147k | 77.07 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.3 | $11M | +4% | 164k | 64.60 |
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| Tidal Etf Tr Zega Buy And Hed (ZHDG) | 1.3 | $10M | -5% | 506k | 20.50 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 1.2 | $9.6M | 99k | 96.95 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.2 | $9.5M | +8% | 177k | 53.63 |
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| Microsoft Corporation (MSFT) | 1.2 | $9.3M | +7% | 22k | 430.30 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.1 | $9.0M | +7% | 177k | 50.74 |
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| Blackstone Group Inc Com Cl A (BX) | 1.1 | $8.4M | -2% | 55k | 153.13 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $8.0M | 38k | 210.86 |
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| Janus Detroit Str Tr Henderson Mtg (JMBS) | 1.0 | $7.9M | +11% | 169k | 46.65 |
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| Meta Platforms Cl A (META) | 0.9 | $7.6M | -2% | 13k | 572.42 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.9 | $7.5M | 70k | 106.76 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.9 | $7.2M | +5% | 74k | 97.42 |
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| NVIDIA Corporation (NVDA) | 0.9 | $7.1M | -9% | 59k | 121.44 |
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| Home Depot (HD) | 0.8 | $6.7M | +7% | 17k | 405.21 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $6.3M | 38k | 165.85 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $6.1M | 48k | 128.20 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $6.1M | 35k | 173.67 |
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| UnitedHealth (UNH) | 0.8 | $6.0M | +2% | 10k | 584.68 |
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| Amazon (AMZN) | 0.7 | $5.9M | +5% | 32k | 186.33 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.7 | $5.8M | 125k | 46.74 |
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| Spdr Index Shs Fds S&p Intl Etf (DWX) | 0.7 | $5.8M | 150k | 38.40 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.7 | $5.6M | +100% | 56k | 100.29 |
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| Xylem (XYL) | 0.7 | $5.6M | +6% | 41k | 135.03 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.7 | $5.4M | +16% | 108k | 50.22 |
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| International Business Machines (IBM) | 0.6 | $4.9M | 22k | 221.08 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $4.9M | 8.5k | 576.82 |
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| Charles Schwab Corporation (SCHW) | 0.6 | $4.6M | +3% | 71k | 64.81 |
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| Wal-Mart Stores (WMT) | 0.6 | $4.5M | +3% | 56k | 80.75 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.6 | $4.4M | -4% | 41k | 108.93 |
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| Cisco Systems (CSCO) | 0.5 | $4.3M | -16% | 81k | 53.22 |
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| Deere & Company (DE) | 0.5 | $4.2M | +7% | 10k | 417.34 |
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| Kinder Morgan (KMI) | 0.5 | $4.2M | +17% | 190k | 22.09 |
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| Verizon Communications (VZ) | 0.5 | $3.9M | +20% | 88k | 44.91 |
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| Chevron Corporation (CVX) | 0.5 | $3.9M | +6% | 27k | 147.27 |
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| Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF) | 0.5 | $3.9M | 56k | 68.99 |
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| Unilever Spon Adr New (UL) | 0.5 | $3.7M | +5% | 56k | 64.96 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $3.4M | +3% | 82k | 41.12 |
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| Visa Com Cl A (V) | 0.4 | $3.3M | +7% | 12k | 274.95 |
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| Johnson & Johnson (JNJ) | 0.4 | $3.3M | +6% | 21k | 162.06 |
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| Pfizer (PFE) | 0.4 | $3.3M | +9% | 114k | 28.94 |
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| Tractor Supply Company (TSCO) | 0.4 | $3.3M | +5% | 11k | 290.94 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.4 | $3.2M | 100k | 32.27 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.4 | $3.2M | 41k | 78.56 |
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| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.4 | $3.1M | +105% | 58k | 53.53 |
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| Broadridge Financial Solutions (BR) | 0.4 | $2.8M | +67% | 13k | 215.03 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $2.8M | 24k | 117.22 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.3 | $2.8M | 73k | 37.70 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $2.6M | -4% | 31k | 84.53 |
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| Nike CL B (NKE) | 0.3 | $2.6M | +12% | 30k | 88.40 |
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| Oneok (OKE) | 0.3 | $2.6M | 29k | 91.13 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.3 | $2.6M | -8% | 54k | 47.13 |
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| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.3 | $2.4M | 90k | 26.28 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $2.3M | -3% | 29k | 80.37 |
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| Veeva Sys Cl A Com (VEEV) | 0.3 | $2.3M | +9% | 11k | 209.87 |
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| Booking Holdings (BKNG) | 0.3 | $2.3M | +6% | 543.00 | 4212.17 |
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| Paypal Holdings (PYPL) | 0.3 | $2.2M | +8% | 29k | 78.03 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $2.1M | 21k | 104.18 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $2.0M | +28% | 37k | 52.81 |
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| Dollar General (DG) | 0.2 | $2.0M | +99% | 23k | 84.57 |
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| Snowflake Cl A (SNOW) | 0.2 | $1.9M | +20% | 16k | 114.86 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.9M | +481% | 2.2k | 833.25 |
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| Workday Cl A (WDAY) | 0.2 | $1.8M | +9% | 7.4k | 244.41 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $1.8M | +103% | 35k | 50.94 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.7M | +6% | 7.1k | 246.48 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $1.7M | NEW | 3.2k | 517.78 |
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| Caterpillar (CAT) | 0.2 | $1.7M | 4.2k | 391.15 |
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| Southern Company (SO) | 0.2 | $1.6M | +76% | 18k | 90.18 |
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| Diamondback Energy (FANG) | 0.2 | $1.6M | +29% | 9.2k | 172.40 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $1.6M | +5% | 30k | 51.50 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.5M | 13k | 116.96 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.2 | $1.5M | 38k | 40.63 |
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| Procter & Gamble Company (PG) | 0.2 | $1.5M | +5% | 8.5k | 173.20 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $1.5M | +3% | 50k | 29.18 |
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| Vaneck Etf Trust Clo Etf (CLOI) | 0.2 | $1.5M | +120% | 27k | 53.04 |
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| Merck & Co (MRK) | 0.2 | $1.4M | +12% | 13k | 113.56 |
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| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.2 | $1.4M | 24k | 57.67 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.3M | +16% | 28k | 47.85 |
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| American Centy Etf Tr Focused Lrg Cap (FLV) | 0.2 | $1.3M | 19k | 69.96 |
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| Bank of America Corporation (BAC) | 0.2 | $1.3M | +2% | 32k | 39.68 |
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| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.2 | $1.3M | 16k | 80.30 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.2M | -5% | 2.1k | 584.54 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.2M | -9% | 20k | 62.32 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $1.2M | -2% | 10k | 115.30 |
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| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.1 | $1.1M | +19% | 38k | 29.41 |
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| Broadcom (AVGO) | 0.1 | $1.1M | +980% | 6.5k | 172.50 |
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| Tesla Motors (TSLA) | 0.1 | $1.1M | +31% | 4.1k | 261.63 |
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| Realty Income (O) | 0.1 | $1.1M | -6% | 17k | 63.42 |
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| Ishares Tr Short Treas Bd (SHV) | 0.1 | $1.1M | -61% | 9.5k | 110.63 |
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| Spdr Index Shs Fds Portflo Eurp Etf (SPEU) | 0.1 | $1.1M | -2% | 24k | 44.42 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.0M | 5.8k | 179.30 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $986k | 9.1k | 108.63 |
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| Ea Series Trust Freedom 100 Em (FRDM) | 0.1 | $952k | +65% | 27k | 35.78 |
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| American Electric Power Company (AEP) | 0.1 | $947k | +115% | 9.2k | 102.60 |
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| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.1 | $938k | 148k | 6.35 |
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| Nextera Energy (NEE) | 0.1 | $919k | +126% | 11k | 84.53 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $895k | +50% | 5.4k | 167.20 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $895k | NEW | 2.3k | 389.12 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $878k | -4% | 23k | 37.56 |
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| Consolidated Edison (ED) | 0.1 | $859k | +115% | 8.3k | 104.13 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $853k | +6% | 5.7k | 149.64 |
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| McDonald's Corporation (MCD) | 0.1 | $845k | +12% | 2.8k | 304.46 |
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| First Horizon National Corporation (FHN) | 0.1 | $817k | +128% | 53k | 15.53 |
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| Paychex (PAYX) | 0.1 | $785k | +149% | 5.9k | 134.19 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $766k | 9.2k | 83.21 |
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| Eli Lilly & Co. (LLY) | 0.1 | $766k | +25% | 864.00 | 885.94 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $746k | +2% | 5.7k | 131.91 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $742k | -12% | 6.8k | 108.79 |
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| Fidelity National Information Services (FIS) | 0.1 | $733k | +175% | 8.8k | 83.75 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $724k | 3.0k | 243.06 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $717k | -8% | 1.4k | 527.67 |
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| Phillips 66 (PSX) | 0.1 | $706k | -4% | 5.4k | 131.46 |
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| Nucor Corporation (NUE) | 0.1 | $683k | -9% | 4.5k | 150.34 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $671k | 12k | 57.41 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $653k | 4.2k | 154.02 |
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| Sherwin-Williams Company (SHW) | 0.1 | $638k | 1.7k | 381.67 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $612k | 9.8k | 62.69 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $558k | -4% | 3.2k | 174.57 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $544k | -20% | 6.5k | 83.15 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $543k | -4% | 2.3k | 237.21 |
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| Abbott Laboratories (ABT) | 0.1 | $536k | +11% | 4.7k | 114.01 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $525k | 995.00 | 527.81 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $520k | +2% | 1.4k | 383.93 |
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| Starbucks Corporation (SBUX) | 0.1 | $507k | 5.2k | 97.48 |
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| Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) | 0.1 | $504k | +94% | 21k | 24.08 |
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| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 0.1 | $502k | 18k | 28.46 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $497k | 11k | 45.32 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $495k | +17% | 1.0k | 493.80 |
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| Servicenow (NOW) | 0.1 | $486k | +20% | 543.00 | 894.39 |
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| Micron Technology (MU) | 0.1 | $484k | +3% | 4.7k | 103.71 |
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| Abbvie (ABBV) | 0.1 | $482k | +12% | 2.4k | 197.48 |
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| Zoetis Cl A (ZTS) | 0.1 | $482k | +23% | 2.5k | 195.38 |
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| General Dynamics Corporation (GD) | 0.1 | $480k | +14% | 1.6k | 302.27 |
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| 3M Company (MMM) | 0.1 | $470k | -88% | 3.4k | 136.71 |
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| Lowe's Companies (LOW) | 0.1 | $467k | +25% | 1.7k | 270.83 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $460k | -3% | 9.8k | 46.97 |
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| At&t (T) | 0.1 | $454k | +20% | 21k | 22.00 |
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| BP Sponsored Adr (BP) | 0.1 | $443k | 14k | 31.39 |
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| Amgen (AMGN) | 0.1 | $440k | -86% | 1.4k | 322.21 |
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| Enterprise Products Partners (EPD) | 0.1 | $438k | 15k | 29.11 |
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| Stryker Corporation (SYK) | 0.1 | $437k | 1.2k | 361.26 |
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| Costco Wholesale Corporation (COST) | 0.1 | $423k | +18% | 477.00 | 886.54 |
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| Danaher Corporation (DHR) | 0.1 | $422k | +24% | 1.5k | 278.02 |
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| Coca-Cola Company (KO) | 0.1 | $416k | 5.8k | 71.86 |
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| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.1 | $416k | -10% | 18k | 22.72 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $415k | 2.0k | 202.76 |
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| Wells Fargo & Company (WFC) | 0.1 | $410k | +17% | 7.3k | 56.49 |
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| Advanced Micro Devices (AMD) | 0.1 | $407k | +36% | 2.5k | 164.08 |
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| Altria (MO) | 0.1 | $406k | +7% | 8.0k | 51.04 |
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| Pepsi (PEP) | 0.1 | $402k | +23% | 2.4k | 170.07 |
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| Wisdomtree Tr Intl Equity Fd (DWM) | 0.0 | $395k | 6.9k | 57.56 |
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| Palo Alto Networks (PANW) | 0.0 | $391k | +9% | 1.1k | 341.80 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $387k | 17k | 23.17 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $376k | +3% | 1.3k | 281.37 |
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| Cummins (CMI) | 0.0 | $375k | +5% | 1.2k | 323.79 |
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| Prudential Financial (PRU) | 0.0 | $371k | -89% | 3.1k | 121.11 |
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| Innovator Etfs Trust International Dv (IOCT) | 0.0 | $366k | 12k | 30.79 |
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| Philip Morris International (PM) | 0.0 | $364k | +34% | 3.0k | 121.40 |
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| Wp Carey (WPC) | 0.0 | $360k | 5.8k | 62.30 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $354k | -9% | 2.9k | 121.15 |
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| Morgan Stanley Com New (MS) | 0.0 | $341k | +37% | 3.3k | 104.24 |
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| Coupang Cl A (CPNG) | 0.0 | $339k | 14k | 24.55 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $338k | -51% | 693.00 | 487.81 |
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| Dell Technologies CL C (DELL) | 0.0 | $337k | NEW | 2.8k | 118.54 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $322k | 3.4k | 95.75 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.0 | $319k | +40% | 16k | 20.56 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $318k | +40% | 16k | 19.72 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $317k | +40% | 16k | 19.56 |
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| Applied Materials (AMAT) | 0.0 | $314k | +13% | 1.6k | 202.00 |
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| American Tower Reit (AMT) | 0.0 | $310k | -29% | 1.3k | 232.56 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $307k | +18% | 4.2k | 73.67 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $302k | NEW | 854.00 | 353.48 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $294k | 5.1k | 57.62 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $294k | -10% | 5.7k | 51.12 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.0 | $291k | +46% | 17k | 16.95 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.0 | $291k | 4.8k | 61.14 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.0 | $289k | +46% | 15k | 18.81 |
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| Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU) | 0.0 | $286k | 4.2k | 68.70 |
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| Goldman Sachs (GS) | 0.0 | $285k | NEW | 575.00 | 495.11 |
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| Newmont Mining Corporation (NEM) | 0.0 | $284k | +3% | 5.3k | 53.45 |
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| Copart (CPRT) | 0.0 | $283k | NEW | 5.4k | 52.40 |
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| salesforce (CRM) | 0.0 | $280k | +25% | 1.0k | 273.79 |
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| Honeywell International (HON) | 0.0 | $277k | -20% | 1.3k | 206.71 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $275k | NEW | 559.00 | 491.27 |
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| Ge Aerospace Com New (GE) | 0.0 | $271k | NEW | 1.4k | 188.58 |
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| United Rentals (URI) | 0.0 | $262k | +4% | 324.00 | 809.73 |
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| Netflix (NFLX) | 0.0 | $260k | NEW | 367.00 | 709.27 |
|
| Medtronic SHS (MDT) | 0.0 | $259k | NEW | 2.9k | 90.03 |
|
| Oracle Corporation (ORCL) | 0.0 | $252k | NEW | 1.5k | 170.40 |
|
| Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) | 0.0 | $251k | +26% | 15k | 16.67 |
|
| Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) | 0.0 | $251k | NEW | 12k | 20.97 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.0 | $251k | +13% | 9.4k | 26.65 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $251k | NEW | 1.2k | 206.57 |
|
| Kroger (KR) | 0.0 | $241k | 4.2k | 57.30 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $240k | +5% | 2.9k | 83.75 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $240k | NEW | 388.00 | 618.57 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.0 | $239k | 6.3k | 37.71 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $239k | 1.9k | 125.62 |
|
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $237k | -12% | 4.7k | 50.60 |
|
| Walt Disney Company (DIS) | 0.0 | $237k | +5% | 2.5k | 96.20 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $234k | NEW | 5.6k | 41.77 |
|
| Qualcomm (QCOM) | 0.0 | $233k | 1.4k | 170.05 |
|
|
| Casey's General Stores (CASY) | 0.0 | $225k | -3% | 600.00 | 375.71 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $218k | +5% | 4.3k | 50.28 |
|
| Eaton Corp SHS (ETN) | 0.0 | $207k | NEW | 624.00 | 331.44 |
|
| Spdr Ser Tr Dj Reit Etf (RWR) | 0.0 | $207k | NEW | 1.9k | 106.73 |
|
| Niocorp Devs Com New (NB) | 0.0 | $24k | 11k | 2.18 |
|
Past Filings by Allen Capital Group
SEC 13F filings are viewable for Allen Capital Group going back to 2017
- 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
- Allen Capital Group 2021 Q1 filed April 29, 2021