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 45.00% of Bruce G. Allen Investments's stock portfolio.
- Added to shares of these 10 stocks: VTV, SCHD, FNDX, VONV, VBR, EFV, SGOV, IJS, FNDF, TGT.
- Started 65 new stock positions in SNRE, SIRI, FTRE, GMS, Karyopharm Therapeutics, LCII, OPCH, CVE, CHRD, HQY.
- Reduced shares in these 10 stocks: VWO, FNDE, , PHYS, VEA, IWD, EFA, AVGO, JPM, SPY.
- Sold out of its positions in ALSN, AMTM, ARCH, Avangrid, CAR, BIDU, BF.A, BC, WHD, CARS.
- Bruce G. Allen Investments was a net seller of stock by $-2.0M.
- Bruce G. Allen Investments has $126M in assets under management (AUM), dropping by 2.49%.
- Central Index Key (CIK): 0002005409
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Portfolio Holdings for Bruce G. Allen Investments
Bruce G. Allen Investments holds 1095 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Bruce G. Allen Investments has 1095 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Bruce G. Allen Investments March 31, 2025 positions
- Download the Bruce G. Allen Investments March 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Msci Eafe Value Etf Etf (EFV) | 15.2 | $19M | 326k | 58.94 |
|
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| Vanguard Value Etf Etf (VTV) | 9.9 | $13M | +5% | 72k | 172.74 |
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| Schwab Fundamental International Equity Etf Etf (FNDF) | 6.7 | $8.5M | 235k | 36.14 |
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| Schwab Fundamental U.s. Large Company Etf Etf (FNDX) | 6.7 | $8.4M | +3% | 356k | 23.61 |
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| Schwab Us Dividend Equity Etf Etf (SCHD) | 6.5 | $8.2M | +4% | 295k | 27.96 |
|
| Vanguard Mid-cap Value Etf Etf (VOE) | 3.4 | $4.2M | 26k | 160.54 |
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| Sprott Physical Gold Tr Unit Cef (PHYS) | 3.0 | $3.8M | -9% | 158k | 24.06 |
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| Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP) | 2.8 | $3.6M | 101k | 35.31 |
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| Apple Stock (AAPL) | 1.6 | $2.0M | 8.9k | 222.13 |
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| Vanguard Russell 1000 Value Etf Etf (VONV) | 1.5 | $1.9M | +14% | 24k | 82.54 |
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| Pimco Rafi Esg U.s. Etf Etf (RAFE) | 1.1 | $1.4M | 39k | 36.33 |
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| Ishares Russell 1000 Value Etf Etf (IWD) | 1.1 | $1.4M | -7% | 7.5k | 188.15 |
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| Spdr S&p 500 Etf Trust Etf (SPY) | 1.0 | $1.3M | -7% | 2.4k | 559.34 |
|
| Vanguard Small Cap Value Etf Etf (VBR) | 0.8 | $1.0M | +22% | 5.5k | 186.30 |
|
| Procter And Gamble Stock (PG) | 0.8 | $948k | 5.6k | 170.41 |
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| Wisdomtree International Smallcap Dividend Fund Etf (DLS) | 0.7 | $936k | 14k | 66.00 |
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| Ishares S&p Small-cap 600 Value Etf Etf (IJS) | 0.7 | $919k | +16% | 9.4k | 97.48 |
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| Ge Aerospace Stock (GE) | 0.7 | $887k | 4.4k | 200.15 |
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| Nuveen Taxable Municpal Inm Cef (NBB) | 0.7 | $881k | 55k | 16.02 |
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| At&t Stock (T) | 0.5 | $674k | -9% | 24k | 28.28 |
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| Exxon Mobil Corp Stock (XOM) | 0.5 | $672k | -4% | 5.6k | 118.93 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.5 | $662k | -3% | 1.2k | 532.58 |
|
| Microsoft Corp Stock (MSFT) | 0.5 | $648k | 1.7k | 375.31 |
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| Abrdn Bloomberg All Commodity Strategy K-1 Free Etf Etf (BCI) | 0.5 | $648k | 30k | 21.46 |
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| Verizon Communications Stock (VZ) | 0.5 | $616k | +2% | 14k | 45.36 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.5 | $584k | -16% | 2.4k | 245.30 |
|
| Abbvie Stock (ABBV) | 0.5 | $575k | -6% | 2.7k | 209.53 |
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| Shell Plc Spon Ads Adr (SHEL) | 0.5 | $568k | 7.8k | 73.28 |
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| Johnson & Johnson Stock (JNJ) | 0.4 | $526k | -2% | 3.2k | 165.84 |
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| Colgate Palmolive Stock (CL) | 0.4 | $524k | 5.6k | 93.70 |
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| Schwab Fundamental U.s. Small Company Etf Etf (FNDA) | 0.4 | $524k | +4% | 19k | 27.39 |
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| Chevron Corp Stock (CVX) | 0.4 | $521k | -2% | 3.1k | 167.29 |
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| Unitedhealth Group Stock (UNH) | 0.4 | $501k | -3% | 956.00 | 523.75 |
|
| Coca Cola Stock (KO) | 0.4 | $443k | -2% | 6.2k | 71.62 |
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| Etracs Cmci Total Return Etn Series B Etf (UCIB) | 0.3 | $439k | 17k | 26.56 |
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| Home Depot Stock (HD) | 0.3 | $435k | -6% | 1.2k | 366.49 |
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| Vanguard Intermediate-term Bond Etf Etf (BIV) | 0.3 | $420k | 5.5k | 76.57 |
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| Energy Select Sector Spdr Fund Etf (XLE) | 0.3 | $414k | -4% | 4.4k | 93.45 |
|
| Bank America Corp Stock (BAC) | 0.3 | $402k | -2% | 9.6k | 41.73 |
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| Cummins Stock (CMI) | 0.3 | $370k | 1.2k | 313.44 |
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| Bank New York Mellon Corp Stock (BK) | 0.3 | $366k | +2% | 4.4k | 83.87 |
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| Union Pac Corp Stock (UNP) | 0.3 | $353k | 1.5k | 236.18 |
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| Mcdonalds Corp Stock (MCD) | 0.3 | $349k | -4% | 1.1k | 312.37 |
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| Comcast Corp New Cl A Stock (CMCSA) | 0.3 | $335k | -4% | 9.1k | 36.90 |
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| Ge Vernova Stock (GEV) | 0.3 | $331k | 1.1k | 305.28 |
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| Wells Fargo Stock (WFC) | 0.3 | $329k | -11% | 4.6k | 71.79 |
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| Abbott Labs Stock (ABT) | 0.3 | $321k | 2.4k | 132.65 |
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| Broadcom Stock (AVGO) | 0.2 | $301k | -28% | 1.8k | 167.43 |
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| Ishares Russell Midcap Etf Etf (IWR) | 0.2 | $297k | 3.5k | 85.07 |
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| Merck & Co Stock (MRK) | 0.2 | $290k | +2% | 3.2k | 89.76 |
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| Spdr Gold Shares Etf (GLD) | 0.2 | $290k | -10% | 1.0k | 288.14 |
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| Sanofi Adr (SNY) | 0.2 | $289k | -15% | 5.2k | 55.46 |
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| Capital Group Dividend Value Etf Etf (CGDV) | 0.2 | $283k | 7.9k | 35.64 |
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| Philip Morris Intl Stock (PM) | 0.2 | $279k | -4% | 1.8k | 158.73 |
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| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.2 | $275k | 1.4k | 194.05 |
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| Novartis Adr (NVS) | 0.2 | $274k | 2.5k | 111.48 |
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| Nextera Energy Stock (NEE) | 0.2 | $265k | 3.7k | 70.89 |
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| Chubb Stock (CB) | 0.2 | $256k | +18% | 847.00 | 301.99 |
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| Schwab Charles Corp Stock (SCHW) | 0.2 | $249k | +9% | 3.2k | 78.28 |
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| Visa Inc Com Cl A Stock (V) | 0.2 | $247k | -11% | 705.00 | 350.46 |
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| Blackrock Stock (BLK) | 0.2 | $239k | -11% | 252.00 | 946.48 |
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| Totalenergies Se Adr (TTE) | 0.2 | $238k | +28% | 3.7k | 64.69 |
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| Schwab International Dividend Equity Etf Etf (SCHY) | 0.2 | $236k | +8% | 9.3k | 25.38 |
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| Linde Stock (LIN) | 0.2 | $236k | -2% | 506.00 | 465.64 |
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| Cisco Sys Stock (CSCO) | 0.2 | $234k | -24% | 3.8k | 61.71 |
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| Amgen Stock (AMGN) | 0.2 | $233k | +26% | 749.00 | 311.55 |
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| GSK Adr (GSK) | 0.2 | $223k | -5% | 5.7k | 38.74 |
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| Starbucks Corp Stock (SBUX) | 0.2 | $222k | +13% | 2.3k | 98.09 |
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| Ing Groep Adr (ING) | 0.2 | $219k | +42% | 11k | 19.59 |
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| Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) | 0.2 | $215k | +304% | 2.1k | 100.67 |
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| Intercontinental Exchange Stock (ICE) | 0.2 | $209k | -2% | 1.2k | 172.50 |
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| Bristol-myers Squibb Stock (BMY) | 0.2 | $209k | -2% | 3.4k | 60.99 |
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| Unilever Adr (UL) | 0.2 | $202k | -3% | 3.4k | 59.55 |
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| Progressive Corp Stock (PGR) | 0.2 | $194k | +2% | 686.00 | 283.01 |
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| Tegna Stock (TGNA) | 0.1 | $184k | 10k | 18.22 |
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| Morgan Stanley Stock (MS) | 0.1 | $180k | -9% | 1.5k | 116.67 |
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| Eaton Corp Stock (ETN) | 0.1 | $179k | +15% | 659.00 | 271.83 |
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| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.1 | $179k | -12% | 573.00 | 312.04 |
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| Gilead Sciences Stock (GILD) | 0.1 | $178k | -3% | 1.6k | 112.05 |
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| Rtx Corporation Stock (RTX) | 0.1 | $178k | 1.3k | 132.46 |
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| United Parcel Service Inc Cl B Stock (UPS) | 0.1 | $175k | +56% | 1.6k | 109.99 |
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| Eli Lilly & Co Stock (LLY) | 0.1 | $174k | 211.00 | 825.91 |
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| Hershey Stock (HSY) | 0.1 | $173k | +15% | 1.0k | 171.03 |
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| Sun Life Financial Stock (SLF) | 0.1 | $171k | -2% | 3.0k | 57.26 |
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| Pnc Finl Svcs Group Stock (PNC) | 0.1 | $171k | -3% | 973.00 | 175.77 |
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| International Business Machs Stock (IBM) | 0.1 | $171k | -20% | 686.00 | 248.84 |
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| Honda Motor Ltd Adr Ech Cnv In 3 Adr (HMC) | 0.1 | $169k | +9% | 6.2k | 27.13 |
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| Marsh & Mclennan Cos Stock (MMC) | 0.1 | $169k | -2% | 692.00 | 244.03 |
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| Medtronic Stock (MDT) | 0.1 | $167k | -4% | 1.9k | 89.86 |
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| Honeywell Intl Stock (HON) | 0.1 | $166k | -24% | 782.00 | 211.75 |
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| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $161k | 2.4k | 67.85 |
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| Pepsico Stock (PEP) | 0.1 | $161k | -7% | 1.1k | 149.94 |
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| Travelers Companies Stock (TRV) | 0.1 | $159k | -7% | 600.00 | 264.46 |
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| American Express Stock (AXP) | 0.1 | $156k | -6% | 579.00 | 269.05 |
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| Target Corp Stock (TGT) | 0.1 | $155k | +267% | 1.5k | 104.36 |
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| Northrop Grumman Corp Stock (NOC) | 0.1 | $155k | -11% | 302.00 | 512.01 |
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| Raymond James Finl Stock (RJF) | 0.1 | $154k | 1.1k | 138.91 |
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| Truist Finl Corp Stock (TFC) | 0.1 | $154k | -6% | 3.7k | 41.15 |
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| Lowes Cos Stock (LOW) | 0.1 | $152k | -2% | 653.00 | 233.23 |
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| Elevance Health Stock (ELV) | 0.1 | $150k | +25% | 344.00 | 434.96 |
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| Conocophillips Stock (COP) | 0.1 | $146k | 1.4k | 105.02 |
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| Walmart Stock (WMT) | 0.1 | $145k | -23% | 1.7k | 87.79 |
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| Ge Healthcare Technologies Stock (GEHC) | 0.1 | $142k | 1.8k | 80.71 |
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| General Dynamics Corp Stock (GD) | 0.1 | $140k | -17% | 515.00 | 272.58 |
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| Eog Res Stock (EOG) | 0.1 | $140k | -3% | 1.1k | 128.24 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.1 | $139k | +23% | 254.00 | 548.12 |
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| Analog Devices Stock (ADI) | 0.1 | $136k | -3% | 672.00 | 201.67 |
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| Goldman Sachs Group Stock (GS) | 0.1 | $135k | +5% | 247.00 | 546.29 |
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| Capital One Finl Corp Stock (COF) | 0.1 | $135k | -5% | 752.00 | 179.30 |
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| Sumitomo Mitsui Finl Group Adr (SMFG) | 0.1 | $135k | +59% | 8.7k | 15.46 |
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| Air Prods & Chems Stock (APD) | 0.1 | $134k | +33% | 454.00 | 294.92 |
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| Texas Instrs Stock (TXN) | 0.1 | $132k | +2% | 737.00 | 179.70 |
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| Kenvue Stock (KVUE) | 0.1 | $132k | -15% | 5.5k | 23.98 |
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| Tjx Cos Stock (TJX) | 0.1 | $132k | -15% | 1.1k | 121.80 |
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| Parker-hannifin Corp Stock (PH) | 0.1 | $132k | -3% | 217.00 | 607.85 |
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| Ishares Gold Trust Etf (IAU) | 0.1 | $132k | -10% | 2.2k | 58.96 |
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| S&p Global Stock (SPGI) | 0.1 | $129k | -3% | 254.00 | 508.10 |
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| Csx Corp Stock (CSX) | 0.1 | $128k | +17% | 4.4k | 29.43 |
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| Darden Restaurants Stock (DRI) | 0.1 | $127k | -2% | 613.00 | 207.76 |
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| Dimensional Emerging Markets Value Etf Etf (DFEV) | 0.1 | $127k | 4.7k | 27.05 |
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| Cvs Health Corp Stock (CVS) | 0.1 | $123k | +6% | 1.8k | 67.75 |
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| Ingredion Stock (INGR) | 0.1 | $123k | 909.00 | 135.21 |
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| Baxter Intl Stock (BAX) | 0.1 | $121k | +35% | 3.5k | 34.23 |
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| Royal Caribbean Group Stock (RCL) | 0.1 | $114k | -6% | 554.00 | 205.44 |
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| Welltower Reit (WELL) | 0.1 | $113k | 736.00 | 153.21 |
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| Cms Energy Corp Stock (CMS) | 0.1 | $113k | 1.5k | 75.11 |
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| Us Bancorp Del Stock (USB) | 0.1 | $111k | -23% | 2.6k | 42.22 |
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| The Cigna Group Stock (CI) | 0.1 | $108k | -7% | 329.00 | 329.00 |
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| BP Adr (BP) | 0.1 | $108k | -29% | 3.2k | 33.79 |
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| Oracle Corp Stock (ORCL) | 0.1 | $107k | -14% | 765.00 | 139.81 |
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| Automatic Data Processing Stock (ADP) | 0.1 | $107k | 349.00 | 305.53 |
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| Toyota Motor Corp Ads Adr (TM) | 0.1 | $107k | +32% | 604.00 | 176.53 |
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| Southern Stock (SO) | 0.1 | $106k | 1.2k | 91.95 |
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| Astrazeneca Adr (AZN) | 0.1 | $106k | +44% | 1.4k | 73.50 |
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| Deere & Co Stock (DE) | 0.1 | $104k | 222.00 | 469.35 |
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| Sap Se Adr (SAP) | 0.1 | $103k | -12% | 384.00 | 268.44 |
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| Paypal Hldgs Stock (PYPL) | 0.1 | $103k | -11% | 1.6k | 65.25 |
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| Blackstone Stock (BX) | 0.1 | $102k | -5% | 727.00 | 139.78 |
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| Disney Walt Stock (DIS) | 0.1 | $102k | -6% | 1.0k | 98.70 |
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| Sony Group Corp Adr (SONY) | 0.1 | $101k | -15% | 4.0k | 25.39 |
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| American Tower Corp Reit (AMT) | 0.1 | $100k | -9% | 461.00 | 217.60 |
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| Stryker Corporation Stock (SYK) | 0.1 | $100k | -4% | 268.00 | 372.25 |
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| Lloyds Banking Group Adr (LYG) | 0.1 | $99k | -40% | 26k | 3.82 |
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| Ishares U.s. Pharmaceuticals Etf Etf (IHE) | 0.1 | $99k | 1.4k | 70.55 |
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| Genuine Parts Stock (GPC) | 0.1 | $98k | +33% | 826.00 | 119.14 |
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| Zimmer Biomet Holdings Stock (ZBH) | 0.1 | $96k | 844.00 | 113.18 |
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| Dover Corp Stock (DOV) | 0.1 | $95k | 543.00 | 175.68 |
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| Meta Platforms Inc Cl A Stock (META) | 0.1 | $94k | +41% | 163.00 | 576.36 |
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| Dollar Tree Stock (DLTR) | 0.1 | $93k | -7% | 1.2k | 75.07 |
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| Globe Life Stock (GL) | 0.1 | $93k | -4% | 702.00 | 131.72 |
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| Synopsys Stock (SNPS) | 0.1 | $92k | 215.00 | 428.85 |
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| Costco Whsl Corp Stock (COST) | 0.1 | $91k | 96.00 | 945.78 |
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| Wp Carey Reit (WPC) | 0.1 | $91k | -2% | 1.4k | 63.11 |
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| Caterpillar Stock (CAT) | 0.1 | $89k | -27% | 271.00 | 329.80 |
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| Ppg Inds Stock (PPG) | 0.1 | $89k | -15% | 813.00 | 109.35 |
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| HSBC HLDGS Adr (HSBC) | 0.1 | $88k | -6% | 1.5k | 57.43 |
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| Yum Brands Stock (YUM) | 0.1 | $87k | +9% | 551.00 | 157.36 |
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| Royal Bk Cda Stock (RY) | 0.1 | $86k | +4% | 763.00 | 112.72 |
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| Flex Ltd Ord Stock (FLEX) | 0.1 | $86k | 2.6k | 33.08 |
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| Danaher Corporation Stock (DHR) | 0.1 | $85k | -5% | 413.00 | 205.00 |
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| Gallagher Arthur J & Co Stock (AJG) | 0.1 | $85k | +30% | 245.00 | 345.24 |
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| Ubs Group Stock (UBS) | 0.1 | $84k | -28% | 2.8k | 30.63 |
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| Equinix Reit (EQIX) | 0.1 | $84k | 103.00 | 815.35 |
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| Thermo Fisher Scientific Stock (TMO) | 0.1 | $83k | -7% | 167.00 | 497.60 |
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| Coterra Energy Stock (CTRA) | 0.1 | $83k | -2% | 2.9k | 28.90 |
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| Cbre Group Inc Cl A Stock (CBRE) | 0.1 | $82k | 629.00 | 130.78 |
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| Zoetis Inc Cl A Stock (ZTS) | 0.1 | $81k | 493.00 | 164.65 |
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| Oneok Stock (OKE) | 0.1 | $81k | -4% | 818.00 | 99.22 |
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| Dollar Gen Corp Stock (DG) | 0.1 | $81k | -3% | 921.00 | 87.93 |
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| Prologis Reit (PLD) | 0.1 | $81k | -2% | 720.00 | 111.79 |
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| Kinross Gold Corp Stock (KGC) | 0.1 | $79k | +68% | 6.3k | 12.61 |
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| Regions Financial Corp Stock (RF) | 0.1 | $79k | +18% | 3.6k | 21.73 |
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| Norfolk Southn Corp Stock (NSC) | 0.1 | $79k | -12% | 334.00 | 236.85 |
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| Natwest Group Plc Spons Adr (NWG) | 0.1 | $79k | +109% | 6.6k | 11.92 |
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| Axis Cap Hldgs Stock (AXS) | 0.1 | $77k | 768.00 | 100.24 |
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| Agilent Technologies Stock (A) | 0.1 | $77k | 654.00 | 116.98 |
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| Micron Technology Stock (MU) | 0.1 | $76k | +44% | 871.00 | 86.89 |
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| Embraer Adr (ERJ) | 0.1 | $75k | -2% | 1.6k | 46.20 |
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| Cme Group Stock (CME) | 0.1 | $75k | -9% | 283.00 | 265.29 |
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| British Amern Tob Adr (BTI) | 0.1 | $74k | 1.8k | 41.37 |
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| Citigroup Stock (C) | 0.1 | $73k | -6% | 1.0k | 70.99 |
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| Hartford Insurance Group Stock (HIG) | 0.1 | $73k | -9% | 587.00 | 123.73 |
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| Agnico Eagle Mines Stock (AEM) | 0.1 | $72k | 664.00 | 108.41 |
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| National Grid Plc Sponsored Adr Ne Adr (NGG) | 0.1 | $72k | +3% | 1.1k | 65.61 |
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| Qualcomm Stock (QCOM) | 0.1 | $72k | -6% | 468.00 | 153.61 |
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| Aon Plc Shs Cl A Stock (AON) | 0.1 | $72k | +2% | 180.00 | 399.09 |
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| Stifel Finl Corp Stock (SF) | 0.1 | $72k | 761.00 | 94.26 |
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| Vornado Rlty Tr Sh Ben Int Reit (VNO) | 0.1 | $71k | 1.9k | 36.99 |
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| Barrick Gold Corp Stock (GOLD) | 0.1 | $71k | -2% | 3.7k | 19.44 |
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| Williams Cos Stock (WMB) | 0.1 | $70k | -9% | 1.2k | 59.76 |
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| Factset Resh Sys Stock (FDS) | 0.1 | $70k | -2% | 153.00 | 454.64 |
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| Dominion Energy Stock (D) | 0.1 | $69k | 1.2k | 56.07 |
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| Reinsurance Grp Of America Stock (RGA) | 0.1 | $69k | 350.00 | 196.90 |
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| Vanguard International Dividend Appreciation Etf Etf (VIGI) | 0.1 | $69k | 829.00 | 82.98 |
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| Duke Energy Corp Stock (DUK) | 0.1 | $69k | 562.00 | 121.97 |
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| Crh Plc Ord Stock (CRH) | 0.1 | $68k | +68% | 774.00 | 87.97 |
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| Banco Santander Adr (SAN) | 0.1 | $67k | -57% | 10k | 6.70 |
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| Bhp Group Adr (BHP) | 0.1 | $67k | +17% | 1.4k | 48.54 |
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| Nxp Semiconductors N V Stock (NXPI) | 0.1 | $67k | +3% | 351.00 | 190.06 |
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| Fiserv Stock (FI) | 0.1 | $67k | -26% | 302.00 | 220.83 |
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| Snap On Stock (SNA) | 0.1 | $65k | 194.00 | 337.01 |
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| Vanguard S&p Mid-cap 400 Value Etf Etf (IVOV) | 0.1 | $65k | 707.00 | 92.05 |
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| D R Horton Stock (DHI) | 0.1 | $65k | -4% | 509.00 | 127.13 |
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| Atmos Energy Corp Stock (ATO) | 0.1 | $64k | -5% | 415.00 | 154.58 |
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| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.1 | $64k | -69% | 1.3k | 50.85 |
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| Global Pmts Stock (GPN) | 0.1 | $63k | 645.00 | 97.92 |
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| Applied Matls Stock (AMAT) | 0.0 | $63k | -28% | 434.00 | 145.12 |
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| Paychex Stock (PAYX) | 0.0 | $63k | +2% | 407.00 | 154.28 |
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| Dupont De Nemours Stock (DD) | 0.0 | $63k | -4% | 837.00 | 74.68 |
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| Amphenol Corp New Cl A Stock (APH) | 0.0 | $62k | +174% | 945.00 | 65.59 |
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| BXP Reit (BXP) | 0.0 | $62k | -3% | 919.00 | 67.19 |
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| Becton Dickinson & Co Stock (BDX) | 0.0 | $62k | -3% | 269.00 | 229.06 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.0 | $61k | -10% | 393.00 | 154.64 |
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| Labcorp Holdings Stock (LH) | 0.0 | $61k | 261.00 | 232.74 |
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| Keurig Dr Pepper Stock (KDP) | 0.0 | $60k | 1.8k | 34.22 |
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| Kkr & Co Stock (KKR) | 0.0 | $60k | 517.00 | 115.61 |
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| Jones Lang Lasalle Stock (JLL) | 0.0 | $60k | +3% | 241.00 | 247.91 |
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| Teck Resources Ltd Cl B Stock (TECK) | 0.0 | $60k | +104% | 1.6k | 36.43 |
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| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.0 | $60k | 1.3k | 46.81 |
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| Prudential Adr (PUK) | 0.0 | $59k | +70% | 2.8k | 21.50 |
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| On Semiconductor Corp Stock (ON) | 0.0 | $58k | 1.4k | 40.69 |
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| Cardinal Health Stock (CAH) | 0.0 | $58k | -7% | 422.00 | 137.77 |
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| Nutrien Stock (NTR) | 0.0 | $58k | -4% | 1.2k | 49.67 |
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| Equinor Asa Adr (EQNR) | 0.0 | $58k | +34% | 2.2k | 26.45 |
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| Wec Energy Group Stock (WEC) | 0.0 | $58k | -2% | 529.00 | 108.98 |
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| Asml Holding N V N Y Registry Adr (ASML) | 0.0 | $57k | +13% | 86.00 | 662.63 |
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| Iqvia Hldgs Stock (IQV) | 0.0 | $57k | +178% | 323.00 | 176.30 |
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| Microchip Technology Stock (MCHP) | 0.0 | $57k | +63% | 1.2k | 48.41 |
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| Salesforce Stock (CRM) | 0.0 | $57k | -43% | 211.00 | 268.36 |
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| Centene Corp Del Stock (CNC) | 0.0 | $56k | +273% | 927.00 | 60.71 |
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| Everest Group Stock (EG) | 0.0 | $56k | +79% | 154.00 | 363.33 |
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| Huntington Ingalls Inds Stock (HII) | 0.0 | $56k | -2% | 274.00 | 204.04 |
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| T-mobile Us Stock (TMUS) | 0.0 | $56k | +26% | 209.00 | 266.71 |
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| Nike Inc Cl B Stock (NKE) | 0.0 | $56k | +43% | 878.00 | 63.48 |
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| Pfizer Stock (PFE) | 0.0 | $54k | -33% | 2.1k | 25.34 |
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| Nvidia Corporation Stock (NVDA) | 0.0 | $53k | +198% | 492.00 | 108.38 |
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| Sempra Stock (SRE) | 0.0 | $53k | -5% | 747.00 | 71.36 |
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| Broadridge Finl Solutions Stock (BR) | 0.0 | $53k | 218.00 | 242.46 |
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| Pinnacle Finl Partners Stock (PNFP) | 0.0 | $53k | 497.00 | 106.04 |
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| Abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free Etf Etf (BCD) | 0.0 | $53k | 1.5k | 34.12 |
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| Fidelity Natl Information Svcs Stock (FIS) | 0.0 | $53k | -3% | 704.00 | 74.68 |
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| Popular Stock (BPOP) | 0.0 | $53k | 568.00 | 92.37 |
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| Sysco Corp Stock (SYY) | 0.0 | $53k | +8% | 699.00 | 75.04 |
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| Constellation Energy Corp Stock (CEG) | 0.0 | $52k | -27% | 259.00 | 201.63 |
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| Cognizant Technology Solutions Cl A Stock (CTSH) | 0.0 | $52k | -6% | 682.00 | 76.50 |
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| Mckesson Corp Stock (MCK) | 0.0 | $52k | -6% | 77.00 | 673.84 |
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| Vanguard S&p Small-cap 600 Value Etf Etf (VIOV) | 0.0 | $52k | 617.00 | 83.97 |
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| Icici Bank Adr (IBN) | 0.0 | $52k | 1.6k | 31.52 |
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| Gatx Corp Stock (GATX) | 0.0 | $51k | -2% | 329.00 | 155.27 |
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| Mizuho Financial Group Adr (MFG) | 0.0 | $51k | -18% | 9.2k | 5.51 |
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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 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