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 41.56% of Bruce G. Allen Investments's stock portfolio.
- Added to shares of these 10 stocks: FNDF, FNDX, TLT, SCHD, IJS, DJP, WMT, HSY, VBR, IVOV.
- Started 46 new stock positions in HUN, Osisko Development Corp, LUMN, ERIC, RTO, APA, AGM, OZK, LAC, SNV.
- Reduced shares in these 10 stocks: VTV, XEL, META, USFR, BCI, NKE, JPM, JNJ, SCHY, EFA.
- Sold out of its positions in AIR, AEIS, ABNB, ARB, AMX, AMKR, BUD, AN, BGNE, BILL.
- Bruce G. Allen Investments was a net buyer of stock by $5.0M.
- Bruce G. Allen Investments has $122M in assets under management (AUM), dropping by 10.74%.
- Central Index Key (CIK): 0002005409
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Portfolio Holdings for Bruce G. Allen Investments
Bruce G. Allen Investments holds 961 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Bruce G. Allen Investments has 961 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Bruce G. Allen Investments March 31, 2024 positions
- Download the Bruce G. Allen Investments March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Msci Eafe Value Etf Etf (EFV) | 13.5 | $17M | 303k | 54.40 |
|
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| Vanguard Value Etf Etf (VTV) | 9.2 | $11M | -2% | 68k | 162.86 |
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| Schwab Fundamental International Large Co. Index Etf Etf (FNDF) | 6.5 | $7.9M | +46% | 223k | 35.61 |
|
| Schwab Fundamental Us Large Co. Index Etf Etf (FNDX) | 6.4 | $7.8M | +34% | 115k | 67.39 |
|
| Schwab Us Dividend Equity Etf Etf (SCHD) | 6.0 | $7.3M | +4% | 90k | 80.63 |
|
| Vanguard Mid-cap Value Etf Etf (VOE) | 3.3 | $4.0M | 26k | 155.91 |
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| Sprott Physical Gold Tr Unit Cef (PHYS) | 3.0 | $3.7M | 213k | 17.30 |
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| Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP) | 2.0 | $2.4M | +5% | 78k | 31.10 |
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| Vanguard Russell 1000 Value Etf Etf (VONV) | 1.3 | $1.6M | 21k | 78.64 |
|
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| Apple Stock (AAPL) | 1.3 | $1.6M | 9.3k | 171.48 |
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| Pimco Rafi Esg U.s. Etf Etf (RAFE) | 1.2 | $1.5M | 43k | 35.57 |
|
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| Ishares Russell 1000 Value Etf Etf (IWD) | 1.2 | $1.5M | 8.4k | 179.11 |
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| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 1.1 | $1.3M | +4% | 31k | 41.77 |
|
| Schwab Fundamental Emerging Markets Large Co. Index Etf Etf (FNDE) | 1.0 | $1.2M | -3% | 45k | 27.76 |
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 1.0 | $1.2M | 2.3k | 523.10 |
|
|
| Ishares 20 Year Treasury Bond Etf Etf (TLT) | 0.8 | $972k | NEW | 10k | 94.62 |
|
| Procter And Gamble Stock (PG) | 0.8 | $952k | 5.9k | 162.25 |
|
|
| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 0.8 | $935k | -3% | 18k | 51.60 |
|
| Wisdomtree International Smallcap Dividend Fund Etf (DLS) | 0.8 | $913k | +4% | 14k | 65.21 |
|
| Nuveen Taxable Municpal Inm Cef (NBB) | 0.7 | $879k | 57k | 15.32 |
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| Ge Aerospace Stock (GE) | 0.6 | $759k | 4.3k | 175.53 |
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| Microsoft Corp Stock (MSFT) | 0.6 | $755k | -4% | 1.8k | 420.72 |
|
| Jpmorgan Chase & Co Stock (JPM) | 0.6 | $723k | -9% | 3.6k | 200.30 |
|
| Ishares S&p Small-cap 600 Value Etf Etf (IJS) | 0.6 | $672k | +35% | 6.5k | 102.76 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.5 | $659k | -2% | 1.6k | 420.52 |
|
| Abrdn Bloomberg All Commodity Strategy K-1 Free Etf Etf (BCI) | 0.5 | $642k | -11% | 33k | 19.77 |
|
| Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC) | 0.5 | $627k | +9% | 45k | 13.87 |
|
| Exxon Mobil Corp Stock (XOM) | 0.5 | $626k | 5.4k | 116.24 |
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| Broadcom Stock (AVGO) | 0.5 | $614k | -3% | 463.00 | 1325.41 |
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| Verizon Communications Stock (VZ) | 0.5 | $578k | 14k | 41.96 |
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| Johnson & Johnson Stock (JNJ) | 0.5 | $574k | -11% | 3.6k | 158.19 |
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| Chevron Corp Stock (CVX) | 0.4 | $531k | +7% | 3.4k | 157.74 |
|
| Shell Plc Spon Ads Adr (SHEL) | 0.4 | $521k | 7.8k | 67.04 |
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| Merck & Co Stock (MRK) | 0.4 | $518k | 3.9k | 131.95 |
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| Home Depot Stock (HD) | 0.4 | $512k | 1.3k | 383.60 |
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| Abbvie Stock (ABBV) | 0.4 | $501k | +9% | 2.7k | 182.10 |
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| Energy Select Sector Spdr Fund Etf (XLE) | 0.4 | $493k | -2% | 5.2k | 94.41 |
|
| Unitedhealth Group Stock (UNH) | 0.4 | $464k | +6% | 938.00 | 494.70 |
|
| Colgate Palmolive Stock (CL) | 0.4 | $450k | +2% | 5.0k | 90.05 |
|
| At&t Stock (T) | 0.4 | $445k | -2% | 25k | 17.60 |
|
| Etracs Cmci Total Return Etn Series B Etf (UCIB) | 0.3 | $422k | 17k | 25.51 |
|
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| Comcast Corp New Cl A Stock (CMCSA) | 0.3 | $406k | -5% | 9.4k | 43.35 |
|
| Vanguard Intermediate-term Bond Etf Etf (BIV) | 0.3 | $398k | +14% | 5.3k | 75.39 |
|
| Coca Cola Stock (KO) | 0.3 | $395k | +5% | 6.5k | 61.18 |
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| Bank America Corp Stock (BAC) | 0.3 | $383k | 10k | 37.92 |
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| Cummins Stock (CMI) | 0.3 | $376k | 1.3k | 294.65 |
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| Schwab Fundamental Us Small Co. Index Etf Etf (FNDA) | 0.3 | $341k | +14% | 6.0k | 57.03 |
|
| GSK Adr (GSK) | 0.3 | $332k | +6% | 7.7k | 42.87 |
|
| Union Pac Corp Stock (UNP) | 0.3 | $322k | 1.3k | 245.90 |
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| Pepsico Stock (PEP) | 0.3 | $316k | +9% | 1.8k | 175.01 |
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| Sanofi Adr (SNY) | 0.3 | $309k | +4% | 6.3k | 48.60 |
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| Mcdonalds Corp Stock (MCD) | 0.3 | $308k | 1.1k | 281.95 |
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| Capital Group Dividend Value Etf Etf (CGDV) | 0.2 | $299k | +9% | 9.2k | 32.50 |
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| Wells Fargo Stock (WFC) | 0.2 | $296k | -11% | 5.1k | 57.96 |
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| Ishares Russell Midcap Etf Etf (IWR) | 0.2 | $289k | 3.4k | 84.09 |
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| Eli Lilly & Co Stock (LLY) | 0.2 | $280k | 360.00 | 777.96 |
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| Blackrock Stock (BLK) | 0.2 | $273k | +2% | 327.00 | 833.70 |
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| Novartis Adr (NVS) | 0.2 | $272k | 2.8k | 96.73 |
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| Spdr Gold Shares Etf (GLD) | 0.2 | $269k | +16% | 1.3k | 205.72 |
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| Linde Stock (LIN) | 0.2 | $267k | -7% | 575.00 | 464.32 |
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| Bank New York Mellon Corp Stock (BK) | 0.2 | $253k | 4.4k | 57.62 |
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| Cisco Sys Stock (CSCO) | 0.2 | $253k | -3% | 5.1k | 49.91 |
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| Abbott Labs Stock (ABT) | 0.2 | $251k | +13% | 2.2k | 113.66 |
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| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.2 | $250k | 1.4k | 182.61 |
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| Starbucks Corp Stock (SBUX) | 0.2 | $245k | 2.7k | 91.39 |
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| Intel Corp Stock (INTC) | 0.2 | $238k | -2% | 5.4k | 44.17 |
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| Banco Santander Adr (SAN) | 0.2 | $230k | +2% | 48k | 4.84 |
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| Nextera Energy Stock (NEE) | 0.2 | $224k | 3.5k | 63.91 |
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| BP Adr (BP) | 0.2 | $224k | -3% | 6.0k | 37.68 |
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| Visa Inc Com Cl A Stock (V) | 0.2 | $222k | 796.00 | 279.08 |
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| General Dynamics Corp Stock (GD) | 0.2 | $220k | -3% | 777.00 | 282.49 |
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| Morgan Stanley Stock (MS) | 0.2 | $209k | 2.2k | 94.16 |
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| Honda Motor Ltd Adr Ech Cnv In 3 Adr (HMC) | 0.2 | $208k | -5% | 5.6k | 37.23 |
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| Conocophillips Stock (COP) | 0.2 | $206k | -11% | 1.6k | 127.28 |
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| Honeywell Intl Stock (HON) | 0.2 | $200k | -8% | 972.00 | 205.25 |
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| International Business Machs Stock (IBM) | 0.2 | $194k | -8% | 1.0k | 190.96 |
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| United Parcel Service Inc Cl B Stock (UPS) | 0.2 | $194k | +8% | 1.3k | 148.63 |
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| Schwab Charles Corp Stock (SCHW) | 0.2 | $194k | +8% | 2.7k | 72.34 |
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| Us Bancorp Del Stock (USB) | 0.2 | $193k | +7% | 4.3k | 44.70 |
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| Pfizer Stock (PFE) | 0.2 | $193k | +13% | 6.9k | 27.75 |
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| Bristol-myers Squibb Stock (BMY) | 0.2 | $189k | +26% | 3.5k | 54.23 |
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| Northrop Grumman Corp Stock (NOC) | 0.2 | $187k | 391.00 | 478.66 |
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| Tjx Cos Stock (TJX) | 0.2 | $187k | -4% | 1.8k | 101.42 |
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| Amgen Stock (AMGN) | 0.2 | $186k | -9% | 655.00 | 284.32 |
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| Walmart Stock (WMT) | 0.2 | $184k | +181% | 3.1k | 60.17 |
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| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.1 | $182k | -4% | 525.00 | 346.61 |
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| Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) | 0.1 | $177k | +20% | 1.8k | 100.71 |
|
| Chubb Stock (CB) | 0.1 | $177k | -5% | 682.00 | 259.13 |
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| Pnc Finl Svcs Group Stock (PNC) | 0.1 | $177k | -3% | 1.1k | 161.60 |
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| Intercontinental Exchange Stock (ICE) | 0.1 | $170k | -3% | 1.2k | 137.43 |
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| Raymond James Finl Stock (RJF) | 0.1 | $163k | 1.3k | 128.42 |
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| Medtronic Stock (MDT) | 0.1 | $161k | 1.9k | 87.15 |
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| Lloyds Banking Group Adr (LYG) | 0.1 | $159k | +6% | 61k | 2.59 |
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| Unilever Adr (UL) | 0.1 | $159k | +25% | 3.2k | 50.19 |
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| Ge Healthcare Technologies Stock (GEHC) | 0.1 | $158k | 1.7k | 90.91 |
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| Sun Life Financial Stock (SLF) | 0.1 | $158k | 2.9k | 54.58 |
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| Cvs Health Corp Stock (CVS) | 0.1 | $158k | +2% | 2.0k | 79.74 |
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| Hershey Stock (HSY) | 0.1 | $157k | +245% | 809.00 | 194.50 |
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| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $157k | -4% | 2.2k | 70.00 |
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| Totalenergies Se Adr (TTE) | 0.1 | $155k | -4% | 2.3k | 68.83 |
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| American Express Stock (AXP) | 0.1 | $151k | -5% | 661.00 | 227.69 |
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| Tegna Stock (TGNA) | 0.1 | $149k | 10k | 14.94 |
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| Eaton Corp Stock (ETN) | 0.1 | $148k | -3% | 474.00 | 312.68 |
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| Applied Matls Stock (AMAT) | 0.1 | $148k | -18% | 718.00 | 206.23 |
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| Progressive Corp Stock (PGR) | 0.1 | $147k | 711.00 | 206.82 |
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| Takeda Pharmaceutical Adr (TAK) | 0.1 | $147k | +9% | 11k | 13.89 |
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| Marsh & Mclennan Cos Stock (MMC) | 0.1 | $145k | +10% | 706.00 | 205.98 |
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| S&p Global Stock (SPGI) | 0.1 | $141k | +16% | 332.00 | 425.45 |
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| Rtx Corporation Stock (RTX) | 0.1 | $141k | +7% | 1.4k | 97.53 |
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| Philip Morris Intl Stock (PM) | 0.1 | $140k | -15% | 1.5k | 91.62 |
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| The Cigna Group Stock (CI) | 0.1 | $140k | -3% | 386.00 | 363.19 |
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| Parker-hannifin Corp Stock (PH) | 0.1 | $139k | -7% | 250.00 | 555.79 |
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| Truist Finl Corp Stock (TFC) | 0.1 | $138k | +18% | 3.5k | 38.98 |
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| Sony Group Corp Adr (SONY) | 0.1 | $138k | +3% | 1.6k | 85.74 |
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| Elevance Health Stock (ELV) | 0.1 | $138k | 266.00 | 518.54 |
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| Csx Corp Stock (CSX) | 0.1 | $138k | +4% | 3.7k | 37.07 |
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| Travelers Companies Stock (TRV) | 0.1 | $135k | +23% | 587.00 | 230.14 |
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| Schwab U.s. Large-cap Value Etf Etf (SCHV) | 0.1 | $134k | 1.8k | 75.99 |
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| Lowes Cos Stock (LOW) | 0.1 | $133k | +4% | 522.00 | 254.73 |
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| Cme Group Stock (CME) | 0.1 | $132k | -3% | 615.00 | 215.29 |
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| Caterpillar Stock (CAT) | 0.1 | $132k | -12% | 360.00 | 366.43 |
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| D R Horton Stock (DHI) | 0.1 | $131k | -5% | 793.00 | 164.55 |
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| Target Corp Stock (TGT) | 0.1 | $130k | +71% | 735.00 | 177.21 |
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| Texas Instrs Stock (TXN) | 0.1 | $130k | +7% | 745.00 | 174.21 |
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| Disney Walt Stock (DIS) | 0.1 | $129k | +5% | 1.1k | 122.36 |
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| Ppg Inds Stock (PPG) | 0.1 | $128k | +5% | 883.00 | 144.90 |
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| Ing Groep Adr (ING) | 0.1 | $128k | 7.7k | 16.49 |
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| Ubs Group Stock (UBS) | 0.1 | $125k | -2% | 4.1k | 30.72 |
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| Thermo Fisher Scientific Stock (TMO) | 0.1 | $124k | 214.00 | 581.21 |
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| Taiwan Semiconductor Mfg Adr (TSM) | 0.1 | $124k | -2% | 913.00 | 136.05 |
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| Koninklijke Philips N V Ny Regis Adr (PHG) | 0.1 | $124k | +3% | 6.2k | 20.00 |
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| Microchip Technology Stock (MCHP) | 0.1 | $124k | +41% | 1.4k | 89.71 |
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| Synopsys Stock (SNPS) | 0.1 | $123k | 215.00 | 571.50 |
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| Analog Devices Stock (ADI) | 0.1 | $121k | -6% | 610.00 | 197.79 |
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| Dimensional Emerging Markets Value Etf Etf (DFEV) | 0.1 | $120k | 4.6k | 25.96 |
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| Toyota Motor Corp Ads Adr (TM) | 0.1 | $116k | 460.00 | 251.68 |
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| Lockheed Martin Corp Stock (LMT) | 0.1 | $115k | -10% | 252.00 | 454.87 |
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| Schwab International Dividend Equity Etf Etf (SCHY) | 0.1 | $114k | -38% | 4.7k | 24.26 |
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| WPP Adr (WPP) | 0.1 | $114k | +3% | 2.4k | 47.40 |
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| Ishares Gold Trust Etf (IAU) | 0.1 | $114k | 2.7k | 42.01 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.1 | $114k | -17% | 753.00 | 150.93 |
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| Gilead Sciences Stock (GILD) | 0.1 | $113k | +15% | 1.5k | 73.25 |
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| Ingredion Stock (INGR) | 0.1 | $111k | +2% | 949.00 | 116.85 |
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| Dollar Gen Corp Stock (DG) | 0.1 | $110k | +7% | 707.00 | 156.06 |
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| Danaher Corporation Stock (DHR) | 0.1 | $109k | +2% | 436.00 | 249.72 |
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| Kenvue Stock (KVUE) | 0.1 | $108k | -5% | 5.0k | 21.46 |
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| Fidelity Natl Information Svcs Stock (FIS) | 0.1 | $107k | 1.4k | 74.18 |
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| Meta Platforms Inc Cl A Stock (META) | 0.1 | $107k | -46% | 220.00 | 485.58 |
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| Hartford Finl Svcs Group Stock (HIG) | 0.1 | $107k | -22% | 1.0k | 103.05 |
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| Dollar Tree Stock (DLTR) | 0.1 | $104k | +44% | 784.00 | 133.15 |
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| Dover Corp Stock (DOV) | 0.1 | $104k | -5% | 584.00 | 177.19 |
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| Agilent Technologies Stock (A) | 0.1 | $102k | -4% | 703.00 | 145.51 |
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| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.1 | $102k | 2.0k | 50.16 |
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| Stryker Corporation Stock (SYK) | 0.1 | $101k | -19% | 283.00 | 357.87 |
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| Darden Restaurants Stock (DRI) | 0.1 | $101k | +9% | 605.00 | 167.15 |
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| Williams Cos Stock (WMB) | 0.1 | $101k | -7% | 2.6k | 38.97 |
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| Costco Whsl Corp Stock (COST) | 0.1 | $99k | -12% | 135.00 | 732.63 |
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| On Semiconductor Corp Stock (ON) | 0.1 | $98k | +6% | 1.3k | 73.55 |
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| Nxp Semiconductors N V Stock (NXPI) | 0.1 | $97k | -17% | 393.00 | 247.77 |
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| Eog Res Stock (EOG) | 0.1 | $97k | -8% | 757.00 | 127.84 |
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| American Tower Corp Reit (AMT) | 0.1 | $96k | 484.00 | 197.59 |
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| Cms Energy Corp Stock (CMS) | 0.1 | $96k | 1.6k | 60.34 |
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| Norfolk Southn Corp Stock (NSC) | 0.1 | $94k | -8% | 367.00 | 254.87 |
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| Ishares U.s. Pharmaceuticals Etf Etf (IHE) | 0.1 | $93k | +9% | 1.4k | 67.87 |
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| Royal Caribbean Group Stock (RCL) | 0.1 | $93k | +5% | 667.00 | 139.01 |
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| Qualcomm Stock (QCOM) | 0.1 | $92k | -4% | 541.00 | 169.30 |
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| Capital One Finl Corp Stock (COF) | 0.1 | $91k | 609.00 | 148.89 |
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| Vanguard Small Cap Value Etf Etf (VBR) | 0.1 | $89k | +1004% | 464.00 | 192.07 |
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| Prologis Reit (PLD) | 0.1 | $88k | -8% | 676.00 | 130.22 |
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| Sap Se Adr (SAP) | 0.1 | $87k | -13% | 444.00 | 195.03 |
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| Broadridge Finl Solutions Stock (BR) | 0.1 | $86k | 418.00 | 204.86 |
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| Charles Riv Labs Intl Stock (CRL) | 0.1 | $85k | +7% | 315.00 | 270.95 |
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| Zoetis Inc Cl A Stock (ZTS) | 0.1 | $85k | 503.00 | 169.21 |
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| Air Prods & Chems Stock (APD) | 0.1 | $85k | -3% | 351.00 | 242.27 |
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| Bhp Group Adr (BHP) | 0.1 | $85k | -10% | 1.5k | 57.69 |
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| Clorox Co Del Stock (CLX) | 0.1 | $83k | +6% | 544.00 | 153.11 |
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| Goldman Sachs Group Stock (GS) | 0.1 | $83k | -4% | 199.00 | 417.69 |
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| Oracle Corp Stock (ORCL) | 0.1 | $83k | -10% | 660.00 | 125.61 |
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| Constellation Energy Corp Stock (CEG) | 0.1 | $82k | +12% | 441.00 | 184.85 |
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| Oneok Stock (OKE) | 0.1 | $80k | +4% | 1.0k | 80.17 |
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| Sysco Corp Stock (SYY) | 0.1 | $80k | +7% | 987.00 | 81.18 |
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| Reinsurance Grp Of America Stock (RGA) | 0.1 | $80k | -7% | 414.00 | 192.88 |
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| Metlife Stock (MET) | 0.1 | $80k | -2% | 1.1k | 74.11 |
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| Flex Ltd Ord Stock (FLEX) | 0.1 | $75k | +7% | 2.6k | 28.61 |
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| Fedex Corp Stock (FDX) | 0.1 | $73k | -4% | 253.00 | 289.74 |
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| Kkr & Co Stock (KKR) | 0.1 | $73k | +12% | 723.00 | 100.58 |
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| American Intl Group Stock (AIG) | 0.1 | $73k | -7% | 928.00 | 78.17 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.1 | $72k | -7% | 149.00 | 481.57 |
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| Globe Life Stock (GL) | 0.1 | $70k | +17% | 605.00 | 116.37 |
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| Micron Technology Stock (MU) | 0.1 | $70k | -7% | 591.00 | 117.89 |
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| Paypal Hldgs Stock (PYPL) | 0.1 | $70k | 1.0k | 66.99 |
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| Factset Resh Sys Stock (FDS) | 0.1 | $70k | +5% | 153.00 | 454.39 |
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| Dupont De Nemours Stock (DD) | 0.1 | $69k | +8% | 897.00 | 76.67 |
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| Embraer Adr (ERJ) | 0.1 | $68k | 2.5k | 26.64 |
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| Becton Dickinson & Co Stock (BDX) | 0.1 | $67k | +8% | 271.00 | 247.45 |
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| Citigroup Stock (C) | 0.1 | $67k | 1.1k | 63.24 |
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| Fiserv Stock (FI) | 0.1 | $67k | -2% | 417.00 | 159.82 |
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| Vanguard International Dividend Appreciation Etf Etf (VIGI) | 0.1 | $66k | 813.00 | 81.56 |
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| General Mtrs Stock (GM) | 0.1 | $66k | +4% | 1.5k | 45.35 |
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| Coterra Energy Stock (CTRA) | 0.1 | $65k | -7% | 2.3k | 27.88 |
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| Equinix Reit (EQIX) | 0.1 | $64k | 78.00 | 825.33 |
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| Asml Holding N V N Y Registry Adr (ASML) | 0.1 | $64k | 66.00 | 970.47 |
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| Vanguard S&p Mid-cap 400 Value Etf Etf (IVOV) | 0.1 | $63k | NEW | 695.00 | 90.80 |
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| Alexandria Real Estate Eq Reit (ARE) | 0.1 | $63k | +2% | 485.00 | 128.91 |
|
| Boston Properties Reit (BXP) | 0.1 | $62k | +2% | 955.00 | 65.31 |
|
| Deere & Co Stock (DE) | 0.1 | $62k | +46% | 151.00 | 410.74 |
|
| HSBC HLDGS Adr (HSBC) | 0.1 | $62k | -34% | 1.6k | 39.36 |
|
| Automatic Data Processing Stock (ADP) | 0.1 | $61k | 245.00 | 249.74 |
|
|
| Duke Energy Corp Stock (DUK) | 0.0 | $60k | -15% | 621.00 | 96.71 |
|
| Sempra Stock (SRE) | 0.0 | $60k | +8% | 831.00 | 71.83 |
|
| Laboratory Corp Amer Hldgs Stock (LH) | 0.0 | $60k | +3% | 273.00 | 218.46 |
|
| Global Pmts Stock (GPN) | 0.0 | $59k | -10% | 441.00 | 133.66 |
|
| Stifel Finl Corp Stock (SF) | 0.0 | $59k | 750.00 | 78.17 |
|
|
| National Grid Plc Sponsored Adr Ne Adr (NGG) | 0.0 | $59k | -15% | 859.00 | 68.22 |
|
| Barrick Gold Corp Stock (GOLD) | 0.0 | $58k | +82% | 3.5k | 16.64 |
|
| Snap On Stock (SNA) | 0.0 | $58k | +7% | 196.00 | 296.22 |
|
| Nutrien Stock (NTR) | 0.0 | $57k | -30% | 1.1k | 54.31 |
|
| Lam Research Corp Stock (LRCX) | 0.0 | $57k | +15% | 59.00 | 971.58 |
|
| Blackstone Stock (BX) | 0.0 | $57k | +71% | 435.00 | 131.37 |
|
| Conagra Brands Stock (CAG) | 0.0 | $57k | +7% | 1.9k | 29.64 |
|
| Huntington Ingalls Inds Stock (HII) | 0.0 | $56k | +3% | 193.00 | 291.47 |
|
| Southern Stock (SO) | 0.0 | $56k | -15% | 779.00 | 71.74 |
|
| Marathon Pete Corp Stock (MPC) | 0.0 | $55k | +27% | 275.00 | 201.50 |
|
| Bath & Body Works Stock (BBWI) | 0.0 | $54k | +5% | 1.1k | 50.02 |
|
| Vanguard S&p Small-cap 600 Value Etf Etf (VIOV) | 0.0 | $54k | NEW | 613.00 | 88.35 |
|
| Vornado Rlty Tr Sh Ben Int Reit (VNO) | 0.0 | $54k | +5% | 1.9k | 28.77 |
|
| Masco Corp Stock (MAS) | 0.0 | $54k | +3% | 681.00 | 78.88 |
|
| Cbre Group Inc Cl A Stock (CBRE) | 0.0 | $54k | +6% | 552.00 | 97.24 |
|
| Cardinal Health Stock (CAH) | 0.0 | $54k | -26% | 479.00 | 111.90 |
|
| Toronto Dominion Bk Ont Stock (TD) | 0.0 | $53k | +11% | 870.00 | 60.38 |
|
| Reaves Util Income Fd Com Sh Ben Int Cef (UTG) | 0.0 | $53k | +2% | 1.9k | 26.97 |
|
| Emerson Elec Stock (EMR) | 0.0 | $53k | -2% | 463.00 | 113.42 |
|
| Jones Lang Lasalle Stock (JLL) | 0.0 | $52k | +6% | 267.00 | 195.09 |
|
| Paccar Stock (PCAR) | 0.0 | $52k | +9% | 417.00 | 123.89 |
|
| Albemarle Corp Stock (ALB) | 0.0 | $52k | 391.00 | 131.74 |
|
|
| Atmos Energy Corp Stock (ATO) | 0.0 | $51k | +4% | 431.00 | 118.87 |
|
| Dominion Energy Stock (D) | 0.0 | $51k | 1.0k | 49.19 |
|
|
| Cognizant Technology Solutions Cl A Stock (CTSH) | 0.0 | $50k | 687.00 | 73.29 |
|
|
| Popular Stock (BPOP) | 0.0 | $50k | +5% | 568.00 | 88.09 |
|
| Axis Cap Hldgs Stock (AXS) | 0.0 | $50k | 768.00 | 65.02 |
|
|
| Expedia Group Stock (EXPE) | 0.0 | $50k | -15% | 362.00 | 137.75 |
|
| Hess Corp Stock (HES) | 0.0 | $50k | +5% | 325.00 | 152.64 |
|
| Nov Stock (NOV) | 0.0 | $50k | +5% | 2.5k | 19.52 |
|
| Allstate Corp Stock (ALL) | 0.0 | $50k | -7% | 286.00 | 173.01 |
|
| L3harris Technologies Stock (LHX) | 0.0 | $49k | +4% | 230.00 | 213.10 |
|
| Astrazeneca Adr (AZN) | 0.0 | $49k | 722.00 | 67.75 |
|
|
| Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.0 | $49k | 87.00 | 558.51 |
|
|
| Renaissancere Hldgs Stock (RNR) | 0.0 | $48k | +7% | 206.00 | 235.03 |
|
| Expeditors Intl Wash Stock (EXPD) | 0.0 | $48k | +2% | 398.00 | 121.57 |
|
| Wisdomtree Floating Rate Treasury Fund Etf (USFR) | 0.0 | $48k | -63% | 959.00 | 50.27 |
|
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 2024 Q1 filed April 10, 2024
- Bruce G. Allen Investments 2023 Q4 filed Jan. 11, 2024