Bruce G. Allen Investments
Latest statistics and disclosures from Bruce G. Allen Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are EFV, VTV, FNDF, FNDX, SCHD, and represent 45.73% of Bruce G. Allen Investments's stock portfolio.
- Added to shares of these 10 stocks: SCHD, DJP, DEO, VTV, VOE, KLAC, FNDX, RIO, WMT, HSY.
- Started 35 new stock positions in SMCI, LULU, AMSF, GLIBK, INGM, DNOW, DJT, MEOH, BF.A, GRBK.
- Reduced shares in these 10 stocks: EFV, SGOV, FNDF, AVGO, BCI, TGNA, ELV, GEV, AXP, BCD.
- Sold out of its positions in BCD, ACI, AMED, ANSS, Osisko Development Corp, BZH, BRC, KMX, CRI, DPZ.
- Bruce G. Allen Investments was a net seller of stock by $-708k.
- Bruce G. Allen Investments has $140M in assets under management (AUM), dropping by 5.83%.
- Central Index Key (CIK): 0002005409
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Portfolio Holdings for Bruce G. Allen Investments
Bruce G. Allen Investments holds 1080 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Bruce G. Allen Investments has 1080 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Bruce G. Allen Investments Sept. 30, 2025 positions
- Download the Bruce G. Allen Investments September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Msci Eafe Value Etf Etf (EFV) | 15.8 | $22M | -2% | 326k | 67.83 |
|
| Vanguard Value Etf Etf (VTV) | 10.3 | $14M | 77k | 186.49 |
|
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| Schwab Fundamental International Equity Etf Etf (FNDF) | 7.1 | $9.9M | 231k | 42.96 |
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| Schwab Fundamental U.s. Large Company Etf Etf (FNDX) | 6.7 | $9.3M | 354k | 26.30 |
|
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| Schwab Us Dividend Equity Etf Etf (SCHD) | 5.8 | $8.2M | +2% | 299k | 27.30 |
|
| Vanguard Mid-cap Value Etf Etf (VOE) | 3.4 | $4.7M | 27k | 174.58 |
|
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| Sprott Asset Management Lp Physical Gold Tr Cef (PHYS) | 3.1 | $4.3M | 147k | 29.62 |
|
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| Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP) | 2.6 | $3.6M | +5% | 102k | 35.44 |
|
| Apple Stock (AAPL) | 1.6 | $2.2M | 8.8k | 254.63 |
|
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| Vanguard Russell 1000 Value Etf Etf (VONV) | 1.3 | $1.8M | 20k | 89.37 |
|
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 1.1 | $1.6M | 2.4k | 666.23 |
|
|
| Pimco Rafi Esg U.s. Etf Etf (RAFE) | 1.1 | $1.5M | 38k | 40.70 |
|
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 1.1 | $1.5M | 7.3k | 203.59 |
|
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| Ge Aerospace Stock (GE) | 0.9 | $1.3M | 4.4k | 300.82 |
|
|
| Vanguard Small Cap Value Etf Etf (VBR) | 0.8 | $1.1M | 5.4k | 208.70 |
|
|
| Wisdomtree International Smallcap Dividend Fund Etf (DLS) | 0.8 | $1.1M | -4% | 14k | 79.51 |
|
| Ishares S&p Small-cap 600 Value Etf Etf (IJS) | 0.7 | $986k | 8.9k | 110.60 |
|
|
| Nuveen Taxable Municpal Inm Cef (NBB) | 0.7 | $921k | 57k | 16.22 |
|
|
| Procter And Gamble Stock (PG) | 0.6 | $858k | 5.6k | 153.64 |
|
|
| Microsoft Corp Stock (MSFT) | 0.6 | $850k | -2% | 1.6k | 517.96 |
|
| Jpmorgan Chase & Co Stock (JPM) | 0.5 | $766k | 2.4k | 315.43 |
|
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.4 | $624k | 1.2k | 502.74 |
|
|
| At&t Stock (T) | 0.4 | $622k | -2% | 22k | 28.24 |
|
| Exxon Mobil Corp Stock (XOM) | 0.4 | $599k | -4% | 5.3k | 112.75 |
|
| Schwab Fundamental U.s. Small Company Etf Etf (FNDA) | 0.4 | $599k | 19k | 31.16 |
|
|
| Verizon Communications Stock (VZ) | 0.4 | $595k | 14k | 43.95 |
|
|
| Johnson & Johnson Stock (JNJ) | 0.4 | $594k | 3.2k | 185.42 |
|
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| Ge Vernova Stock (GEV) | 0.4 | $574k | -11% | 934.00 | 614.90 |
|
| Shell Plc Spon Ads Adr (SHEL) | 0.4 | $567k | 7.9k | 71.53 |
|
|
| Abrdn Bloomberg All Commodity Strategy K-1 Free Etf Etf (BCI) | 0.4 | $563k | -13% | 26k | 21.54 |
|
| Bank America Corp Stock (BAC) | 0.4 | $553k | +2% | 11k | 51.59 |
|
| Abbvie Stock (ABBV) | 0.4 | $528k | -5% | 2.3k | 231.56 |
|
| Bank New York Mellon Corp Stock (BK) | 0.4 | $499k | 4.6k | 108.96 |
|
|
| Cummins Stock (CMI) | 0.4 | $498k | 1.2k | 422.37 |
|
|
| Vanguard Intermediate-term Bond Etf Etf (BIV) | 0.3 | $487k | 6.2k | 78.09 |
|
|
| Home Depot Stock (HD) | 0.3 | $477k | 1.2k | 405.19 |
|
|
| Chevron Corp Stock (CVX) | 0.3 | $457k | 2.9k | 155.29 |
|
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| Etracs Cmci Total Return Etn Series B Etf (UCIB) | 0.3 | $449k | 17k | 27.17 |
|
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| Broadcom Stock (AVGO) | 0.3 | $441k | -16% | 1.3k | 329.91 |
|
| Colgate Palmolive Stock (CL) | 0.3 | $437k | 5.5k | 79.94 |
|
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| Wells Fargo Stock (WFC) | 0.3 | $419k | +7% | 5.0k | 83.82 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.3 | $396k | +2% | 539.00 | 734.38 |
|
| Coca Cola Stock (KO) | 0.3 | $392k | 5.9k | 66.32 |
|
|
| Energy Select Sector Spdr Fund Etf (XLE) | 0.3 | $364k | 4.1k | 89.34 |
|
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| Union Pac Corp Stock (UNP) | 0.3 | $361k | +4% | 1.5k | 236.36 |
|
| Schwab International Dividend Equity Etf Etf (SCHY) | 0.2 | $347k | +17% | 12k | 27.94 |
|
| Ishares Russell Midcap Etf Etf (IWR) | 0.2 | $339k | 3.5k | 96.54 |
|
|
| Spdr Gold Shares Etf (GLD) | 0.2 | $326k | 918.00 | 355.47 |
|
|
| Capital Group Dividend Value Etf Etf (CGDV) | 0.2 | $325k | 7.7k | 42.03 |
|
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| Merck & Co Stock (MRK) | 0.2 | $325k | 3.9k | 83.93 |
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| Novartis Adr (NVS) | 0.2 | $317k | 2.5k | 128.24 |
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| Mcdonalds Corp Stock (MCD) | 0.2 | $315k | 1.0k | 303.89 |
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| Abbott Labs Stock (ABT) | 0.2 | $314k | -2% | 2.3k | 133.94 |
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| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.2 | $306k | 1.4k | 215.72 |
|
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| Oracle Corp Stock (ORCL) | 0.2 | $300k | 1.1k | 281.24 |
|
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| Blackrock Stock (BLK) | 0.2 | $292k | 250.00 | 1165.87 |
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| Ing Groep Adr (ING) | 0.2 | $288k | 11k | 26.08 |
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| Philip Morris Intl Stock (PM) | 0.2 | $282k | 1.7k | 162.20 |
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| Comcast Corp New Cl A Stock (CMCSA) | 0.2 | $280k | -2% | 8.9k | 31.42 |
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| Nextera Energy Stock (NEE) | 0.2 | $278k | 3.7k | 75.49 |
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| Unitedhealth Group Stock (UNH) | 0.2 | $278k | 804.00 | 345.30 |
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| Walmart Stock (WMT) | 0.2 | $266k | +26% | 2.6k | 103.06 |
|
| Sanofi Sa Adr (SNY) | 0.2 | $256k | 5.4k | 47.20 |
|
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| Cisco Sys Stock (CSCO) | 0.2 | $255k | 3.7k | 68.42 |
|
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| Eaton Corp Stock (ETN) | 0.2 | $246k | -3% | 658.00 | 374.25 |
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| GSK Adr (GSK) | 0.2 | $246k | -2% | 5.7k | 43.16 |
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| Morgan Stanley Stock (MS) | 0.2 | $244k | 1.5k | 158.96 |
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| Linde Stock (LIN) | 0.2 | $243k | 512.00 | 475.00 |
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| Hershey Stock (HSY) | 0.2 | $238k | +30% | 1.3k | 187.05 |
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| Visa Inc Com Cl A Stock (V) | 0.2 | $235k | -2% | 688.00 | 341.38 |
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| Totalenergies Se Adr (TTE) | 0.2 | $234k | +4% | 3.9k | 59.69 |
|
| Pepsico Stock (PEP) | 0.2 | $228k | +8% | 1.6k | 140.44 |
|
| Vanguard S&p Small-cap 600 Value Etf Etf (VIOV) | 0.2 | $219k | 2.3k | 95.22 |
|
|
| Rtx Corporation Stock (RTX) | 0.2 | $218k | -2% | 1.3k | 167.33 |
|
| Amgen Stock (AMGN) | 0.1 | $208k | 736.00 | 282.20 |
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| Schwab Charles Corp Stock (SCHW) | 0.1 | $203k | -9% | 2.1k | 95.47 |
|
| Tjx Cos Stock (TJX) | 0.1 | $195k | -3% | 1.3k | 144.54 |
|
| Goldman Sachs Group Stock (GS) | 0.1 | $191k | -2% | 240.00 | 796.35 |
|
| Raymond James Finl Stock (RJF) | 0.1 | $191k | -2% | 1.1k | 172.60 |
|
| Chubb Stock (CB) | 0.1 | $186k | -4% | 660.00 | 282.25 |
|
| Medtronic Stock (MDT) | 0.1 | $180k | +13% | 1.9k | 95.24 |
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| Sun Life Financial Stock (SLF) | 0.1 | $180k | 3.0k | 60.03 |
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| Unilever Adr (UL) | 0.1 | $177k | -2% | 3.0k | 59.28 |
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| Pnc Finl Svcs Group Stock (PNC) | 0.1 | $177k | -7% | 879.00 | 200.93 |
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| Capital One Finl Corp Stock (COF) | 0.1 | $176k | 829.00 | 212.58 |
|
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.1 | $176k | 724.00 | 243.10 |
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| Northrop Grumman Corp Stock (NOC) | 0.1 | $176k | -3% | 288.00 | 609.32 |
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| Royal Caribbean Group Stock (RCL) | 0.1 | $174k | -2% | 539.00 | 323.58 |
|
| Starbucks Corp Stock (SBUX) | 0.1 | $174k | 2.1k | 84.60 |
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| Truist Finl Corp Stock (TFC) | 0.1 | $173k | 3.8k | 45.72 |
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| General Dynamics Corp Stock (GD) | 0.1 | $173k | 507.00 | 341.00 |
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| Intercontinental Exchange Stock (ICE) | 0.1 | $173k | 1.0k | 168.48 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.1 | $168k | +16% | 296.00 | 568.81 |
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| Travelers Companies Stock (TRV) | 0.1 | $165k | 589.00 | 279.22 |
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| Lowes Cos Stock (LOW) | 0.1 | $161k | 639.00 | 251.31 |
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| Parker-hannifin Corp Stock (PH) | 0.1 | $159k | -6% | 209.00 | 758.15 |
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| Honda Motor Ltd Adr Ech Cnv In 3 Adr (HMC) | 0.1 | $158k | 5.1k | 30.80 |
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| Analog Devices Stock (ADI) | 0.1 | $158k | 641.00 | 245.70 |
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| Diageo Adr (DEO) | 0.1 | $155k | +146% | 1.6k | 95.43 |
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| Us Bancorp Del Stock (USB) | 0.1 | $154k | 3.2k | 48.33 |
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| Micron Technology Stock (MU) | 0.1 | $153k | 917.00 | 167.32 |
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| Gilead Sciences Stock (GILD) | 0.1 | $153k | -2% | 1.4k | 111.00 |
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| American Express Stock (AXP) | 0.1 | $151k | -28% | 455.00 | 332.16 |
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| Ishares Gold Trust Etf (IAU) | 0.1 | $151k | 2.1k | 72.77 |
|
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| Dimensional Emerging Markets Value Etf Etf (DFEV) | 0.1 | $150k | 4.7k | 31.89 |
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| Sumitomo Mitsui Finl Group Adr (SMFG) | 0.1 | $150k | 8.9k | 16.74 |
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| Honeywell Intl Stock (HON) | 0.1 | $150k | -4% | 710.00 | 210.50 |
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| Marsh & Mclennan Cos Stock (MMC) | 0.1 | $149k | +13% | 739.00 | 201.53 |
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| Flex Ltd Ord Stock (FLEX) | 0.1 | $146k | 2.5k | 57.97 |
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| Astrazeneca Adr (AZN) | 0.1 | $146k | +44% | 1.9k | 76.72 |
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| Eli Lilly & Co Stock (LLY) | 0.1 | $143k | +3% | 188.00 | 763.00 |
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| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $143k | -2% | 2.3k | 62.47 |
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| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.1 | $140k | 566.00 | 246.60 |
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| Ge Healthcare Technologies Stock (GEHC) | 0.1 | $139k | 1.9k | 75.10 |
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| Texas Instrs Stock (TXN) | 0.1 | $138k | 753.00 | 183.73 |
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| Nutrien Stock (NTR) | 0.1 | $138k | +14% | 2.4k | 58.71 |
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| Citigroup Stock (C) | 0.1 | $137k | +35% | 1.3k | 101.50 |
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| Kinross Gold Corp Stock (KGC) | 0.1 | $133k | -2% | 5.4k | 24.85 |
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| British Amern Tob Adr (BTI) | 0.1 | $133k | -2% | 2.5k | 53.08 |
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| HSBC HLDGS Adr (HSBC) | 0.1 | $132k | 1.9k | 70.98 |
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| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.1 | $132k | 2.0k | 65.00 |
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| Conocophillips Stock (COP) | 0.1 | $131k | +4% | 1.4k | 94.59 |
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| Bristol-myers Squibb Stock (BMY) | 0.1 | $131k | -8% | 2.9k | 45.10 |
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| Welltower Reit (WELL) | 0.1 | $129k | 722.00 | 178.14 |
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| Cvs Health Corp Stock (CVS) | 0.1 | $125k | 1.7k | 75.39 |
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| Progressive Corp Stock (PGR) | 0.1 | $125k | -8% | 506.00 | 246.95 |
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| International Business Machs Stock (IBM) | 0.1 | $125k | -9% | 442.00 | 282.16 |
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| Tegna Stock (TGNA) | 0.1 | $123k | -40% | 6.1k | 20.33 |
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| Air Prods & Chems Stock (APD) | 0.1 | $123k | 449.00 | 272.72 |
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| Deere & Co Stock (DE) | 0.1 | $122k | 266.00 | 457.26 |
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| Amphenol Corp New Cl A Stock (APH) | 0.1 | $121k | +9% | 975.00 | 123.75 |
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| S&p Global Stock (SPGI) | 0.1 | $120k | -2% | 246.00 | 486.71 |
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| Darden Restaurants Stock (DRI) | 0.1 | $115k | -6% | 602.00 | 190.36 |
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| Thermo Fisher Scientific Stock (TMO) | 0.1 | $115k | +8% | 236.00 | 485.02 |
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| Eog Res Stock (EOG) | 0.1 | $113k | 1.0k | 112.12 |
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| Royal Bk Cda Stock (RY) | 0.1 | $112k | 763.00 | 147.32 |
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| Sony Group Corp Adr (SONY) | 0.1 | $112k | 3.9k | 28.79 |
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| Banco Santander Adr (SAN) | 0.1 | $111k | 11k | 10.48 |
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| Agnico Eagle Mines Stock (AEM) | 0.1 | $110k | 655.00 | 168.56 |
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| BP Adr (BP) | 0.1 | $110k | +2% | 3.2k | 34.46 |
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| Ingredion Stock (INGR) | 0.1 | $110k | 902.00 | 122.11 |
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| Cms Energy Corp Stock (CMS) | 0.1 | $109k | -2% | 1.5k | 73.26 |
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| Ubs Group Stock (UBS) | 0.1 | $109k | 2.7k | 41.00 |
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| Blackstone Stock (BX) | 0.1 | $109k | 636.00 | 170.85 |
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| D R Horton Stock (DHI) | 0.1 | $108k | +46% | 637.00 | 169.47 |
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| American Tower Corp Reit (AMT) | 0.1 | $107k | +3% | 555.00 | 192.32 |
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| Southern Stock (SO) | 0.1 | $106k | 1.1k | 94.77 |
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| Genuine Parts Stock (GPC) | 0.1 | $105k | 760.00 | 138.60 |
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| Ppg Inds Stock (PPG) | 0.1 | $105k | +33% | 994.00 | 105.11 |
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| Synopsys Stock (SNPS) | 0.1 | $104k | 211.00 | 493.39 |
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| Ishares U.s. Pharmaceuticals Etf Etf (IHE) | 0.1 | $102k | 1.4k | 72.54 |
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| Ishares Managed Futures Active Etf Etf (ISMF) | 0.1 | $102k | +30% | 3.9k | 26.49 |
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| Stryker Corporation Stock (SYK) | 0.1 | $101k | 274.00 | 369.67 |
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| Lloyds Banking Group Adr (LYG) | 0.1 | $101k | -13% | 22k | 4.54 |
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| Paypal Hldgs Stock (PYPL) | 0.1 | $101k | -2% | 1.5k | 67.06 |
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| Csx Corp Stock (CSX) | 0.1 | $100k | -22% | 2.8k | 35.51 |
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| Zimmer Biomet Holdings Stock (ZBH) | 0.1 | $100k | -7% | 1.0k | 98.50 |
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| Automatic Data Processing Stock (ADP) | 0.1 | $100k | -3% | 340.00 | 293.50 |
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| Prologis Reit (PLD) | 0.1 | $100k | +42% | 869.00 | 114.52 |
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| Gallagher Arthur J & Co Stock (AJG) | 0.1 | $99k | -3% | 321.00 | 309.74 |
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| Target Corp Stock (TGT) | 0.1 | $99k | +4% | 1.1k | 89.70 |
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| Embraer Adr (ERJ) | 0.1 | $99k | 1.6k | 60.45 |
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| Amazon Stock (AMZN) | 0.1 | $98k | -5% | 447.00 | 219.57 |
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| Applied Matls Stock (AMAT) | 0.1 | $98k | -24% | 476.00 | 204.74 |
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| Toyota Motor Corp Ads Adr (TM) | 0.1 | $97k | -19% | 509.00 | 191.09 |
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| Bhp Group Adr (BHP) | 0.1 | $97k | 1.7k | 55.75 |
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| Disney Walt Stock (DIS) | 0.1 | $97k | -24% | 847.00 | 114.50 |
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| United Parcel Service Inc Cl B Stock (UPS) | 0.1 | $97k | -8% | 1.2k | 83.53 |
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| Wp Carey Reit (WPC) | 0.1 | $97k | 1.4k | 67.57 |
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| Dollar Gen Corp Stock (DG) | 0.1 | $96k | -3% | 930.00 | 103.35 |
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| Barrick Mng Corp Stock (B) | 0.1 | $96k | 2.9k | 32.77 |
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| Danaher Corporation Stock (DHR) | 0.1 | $95k | +2% | 477.00 | 198.26 |
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| Caterpillar Stock (CAT) | 0.1 | $95k | +5% | 198.00 | 477.15 |
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| Cbre Group Inc Cl A Stock (CBRE) | 0.1 | $94k | 596.00 | 157.56 |
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| Regions Financial Corp Stock (RF) | 0.1 | $93k | -2% | 3.5k | 26.37 |
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| Nvidia Corporation Stock (NVDA) | 0.1 | $93k | 496.00 | 186.58 |
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| Natwest Group Plc Spons Adr (NWG) | 0.1 | $91k | -4% | 6.5k | 14.15 |
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| The Cigna Group Stock (CI) | 0.1 | $91k | 315.00 | 288.25 |
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| Dover Corp Stock (DOV) | 0.1 | $90k | 541.00 | 166.83 |
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| Constellation Energy Corp Stock (CEG) | 0.1 | $89k | 269.00 | 329.07 |
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| Globe Life Stock (GL) | 0.1 | $89k | -3% | 619.00 | 142.97 |
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| Costco Whsl Corp Stock (COST) | 0.1 | $88k | 95.00 | 925.63 |
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| Norfolk Southn Corp Stock (NSC) | 0.1 | $87k | -8% | 291.00 | 300.41 |
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| Rio Tinto Adr (RIO) | 0.1 | $87k | +211% | 1.3k | 66.01 |
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| Qualcomm Stock (QCOM) | 0.1 | $87k | 521.00 | 166.36 |
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| Healthpeak Properties Reit (DOC) | 0.1 | $85k | 4.4k | 19.15 |
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| Agilent Technologies Stock (A) | 0.1 | $84k | +3% | 657.00 | 128.35 |
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| Nike Inc Cl B Stock (NKE) | 0.1 | $84k | +13% | 1.2k | 69.73 |
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| Stifel Finl Corp Stock (SF) | 0.1 | $83k | 730.00 | 113.47 |
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| National Grid Plc Sponsored Adr Ne Adr (NGG) | 0.1 | $83k | 1.1k | 72.67 |
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| Baxter Intl Stock (BAX) | 0.1 | $83k | 3.6k | 22.77 |
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| Kenvue Stock (KVUE) | 0.1 | $82k | -3% | 5.1k | 16.23 |
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| 3M Stock (MMM) | 0.1 | $82k | 530.00 | 155.18 |
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| Nxp Semiconductors N V Stock (NXPI) | 0.1 | $82k | -4% | 359.00 | 227.73 |
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| Microchip Technology Stock (MCHP) | 0.1 | $81k | -2% | 1.3k | 64.22 |
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| Cme Group Stock (CME) | 0.1 | $81k | +6% | 299.00 | 270.19 |
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| Prudential Adr (PUK) | 0.1 | $79k | +2% | 2.8k | 27.99 |
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| Icon Stock (ICLR) | 0.1 | $78k | +8% | 448.00 | 175.00 |
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| Equinix Reit (EQIX) | 0.1 | $78k | 100.00 | 783.24 |
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| Hartford Insurance Group Stock (HIG) | 0.1 | $78k | 585.00 | 133.39 |
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| Huntington Ingalls Inds Stock (HII) | 0.1 | $77k | -2% | 266.00 | 287.91 |
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| Williams Cos Stock (WMB) | 0.1 | $75k | -5% | 1.2k | 63.35 |
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| Vornado Rlty Tr Sh Ben Int Reit (VNO) | 0.1 | $75k | 1.8k | 40.53 |
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| Fidelity Natl Information Svcs Stock (FIS) | 0.1 | $74k | 1.1k | 65.94 |
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| Akamai Technologies Stock (AKAM) | 0.1 | $74k | +27% | 972.00 | 75.76 |
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| Labcorp Holdings Stock (LH) | 0.1 | $74k | 256.00 | 287.06 |
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| Axis Cap Hldgs Stock (AXS) | 0.1 | $73k | 761.00 | 95.80 |
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| Motorola Solutions Stock (MSI) | 0.1 | $72k | +31% | 158.00 | 457.29 |
|
| Seagate Technology Hldngs Plc Ord Stock (STX) | 0.1 | $72k | -27% | 305.00 | 236.06 |
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| Asml Holding N V N Y Registry Adr (ASML) | 0.1 | $72k | 74.00 | 968.09 |
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| Vanguard S&p Mid-cap 400 Value Etf Etf (IVOV) | 0.1 | $71k | 707.00 | 100.77 |
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| Salesforce Stock (CRM) | 0.1 | $71k | -17% | 299.00 | 237.00 |
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| Popular Stock (BPOP) | 0.1 | $70k | 554.00 | 127.01 |
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| Atmos Energy Corp Stock (ATO) | 0.1 | $70k | 412.00 | 170.75 |
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| Kkr & Co Stock (KKR) | 0.1 | $70k | -8% | 540.00 | 129.95 |
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| On Semiconductor Corp Stock (ON) | 0.0 | $70k | 1.4k | 49.31 |
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| Duke Energy Corp Stock (DUK) | 0.0 | $70k | 562.00 | 123.75 |
|
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| Zoetis Inc Cl A Stock (ZTS) | 0.0 | $69k | -3% | 473.00 | 146.32 |
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| Yum Brands Stock (YUM) | 0.0 | $69k | -11% | 453.00 | 152.00 |
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| BXP Reit (BXP) | 0.0 | $69k | 922.00 | 74.34 |
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| Oneok Stock (OKE) | 0.0 | $68k | +11% | 937.00 | 72.97 |
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| Coterra Energy Stock (CTRA) | 0.0 | $67k | 2.8k | 23.65 |
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| Corning Stock (GLW) | 0.0 | $67k | 821.00 | 82.03 |
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| Snap On Stock (SNA) | 0.0 | $67k | 192.00 | 346.53 |
|
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| Intel Corp Stock (INTC) | 0.0 | $66k | 2.0k | 33.55 |
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| Cardinal Health Stock (CAH) | 0.0 | $66k | 419.00 | 156.96 |
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| Brown Forman Corp Cl B Stock (BF.B) | 0.0 | $66k | -5% | 2.4k | 27.08 |
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| Reinsurance Grp Of America Stock (RGA) | 0.0 | $66k | 341.00 | 192.13 |
|
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| Citizens Finl Group Stock (CFG) | 0.0 | $65k | +155% | 1.2k | 53.16 |
|
| Vanguard International Dividend Appreciation Etf Etf (VIGI) | 0.0 | $65k | -13% | 721.00 | 89.61 |
|
| Agnc Invt Corp Reit (AGNC) | 0.0 | $64k | 6.6k | 9.79 |
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| Johnson Ctls Intl Stock (JCI) | 0.0 | $64k | 579.00 | 109.95 |
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| Teck Resources Ltd Cl B Stock (TECK) | 0.0 | $64k | -10% | 1.4k | 43.89 |
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| Dominion Energy Stock (D) | 0.0 | $63k | 1.0k | 61.17 |
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| Dupont De Nemours Stock (DD) | 0.0 | $63k | 811.00 | 77.90 |
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| Taiwan Semiconductor Mfg Adr (TSM) | 0.0 | $63k | -2% | 226.00 | 279.29 |
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| Iqvia Hldgs Stock (IQV) | 0.0 | $63k | +7% | 332.00 | 189.94 |
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| Equinor Asa Adr (EQNR) | 0.0 | $61k | +17% | 2.5k | 24.38 |
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| Kt Corp Adr (KT) | 0.0 | $61k | +7% | 3.1k | 19.50 |
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| Wec Energy Group Stock (WEC) | 0.0 | $60k | 523.00 | 114.59 |
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| Kla Corp Stock (KLAC) | 0.0 | $59k | NEW | 55.00 | 1078.60 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.0 | $59k | +4% | 243.00 | 243.55 |
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| Sempra Stock (SRE) | 0.0 | $57k | 637.00 | 89.98 |
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| Emerson Elec Stock (EMR) | 0.0 | $56k | 430.00 | 131.18 |
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| Lam Research Corp Stock (LRCX) | 0.0 | $56k | 421.00 | 133.90 |
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| Gatx Corp Stock (GATX) | 0.0 | $56k | 321.00 | 174.80 |
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| Toronto Dominion Bk Ont Stock (TD) | 0.0 | $56k | -4% | 696.00 | 79.95 |
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| Electronic Arts Stock (EA) | 0.0 | $55k | 272.00 | 201.70 |
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| Digital Rlty Tr Reit (DLR) | 0.0 | $55k | 317.00 | 172.88 |
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| Alibaba Group Hldg Adr (BABA) | 0.0 | $54k | +26% | 302.00 | 178.73 |
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Past Filings by Bruce G. Allen Investments
SEC 13F filings are viewable for Bruce G. Allen Investments going back to 2023
- Bruce G. Allen Investments 2025 Q3 filed Oct. 30, 2025
- Bruce G. Allen Investments 2025 Q2 filed July 9, 2025
- Bruce G. Allen Investments 2025 Q1 filed April 14, 2025
- Bruce G. Allen Investments 2024 Q4 filed Jan. 10, 2025
- Bruce G. Allen Investments 2024 Q3 filed Oct. 8, 2024
- Bruce G. Allen Investments 2024 Q2 filed July 12, 2024
- Bruce G. Allen Investments 2024 Q1 filed April 10, 2024
- Bruce G. Allen Investments 2023 Q4 filed Jan. 11, 2024