Fund Holdings — Bruce G. Allen Investments, LLC

Total Portfolio Value
$123.23M
Total Bought
$4.64M
Total Sold
$7.44M
Net Transaction
-$2.80M
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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VANGUARD SMALL CAP VALUE ETF2,7124,471+1,7595448860.72%+342
ISHARES S&P SMALL-CAP 600 VALUE ETF6,6758,082+1,4077198780.71%+159
SPDR S&P 500 ETF TRUST(SPY)2,3542,558+2041,3511,4991.22%+149
APPLE INC COM(AAPL)9,1299,014-1152,1272,2571.83%+130
VANGUARD FTSE DEVELOPED MARKETS ETF1,4604,112+2,652771970.16%+120
ISHARES MSCI EAFE ETF01,576+1,57601190.10%+119
VANGUARD MID-CAP VALUE ETF25,15626,724+1,5684,2184,3233.51%+105
SALESFORCE INC COM(CRM)81373+292221250.10%+103
JPMORGAN CHASE & CO. COM(JPM)2,8802,862-186076860.56%+79
GE VERNOVA INC COM(GEV)1,0991,091-82803590.29%+79
SCHWAB US DIVIDEND EQUITY ETF90,161281,838+191,6777,6217,7006.25%+79
ISHARES MSCI INTL VALUE FACTOR ETF
MSCI INTL VLU FT
02,875+2,8750780.06%+78
SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF4,8508,585+3,7351271980.16%+72
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF112,897345,093+232,1968,1018,1726.63%+70
BANK AMERICA CORP COM9,2359,854+6193664330.35%+67
WELLS FARGO CO NEW COM(WFC)5,3895,170-2193043630.29%+59
BAXTER INTL INC COM7552,622+1,86729760.06%+48
ISHARES 0-3 MONTH TREASURY BOND ETF16527+5118530.04%+45
ROSS STORES INC COM(ROST)127416+28919630.05%+44
SAP SE SPON ADR(SAP)291437+146671080.09%+41
BANK NEW YORK MELLON CORP COM4,0224,278+2562893290.27%+40
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN(DJP)100,558102,218+1,6603,2423,2802.66%+38
CAPITAL ONE FINL CORP COM(COF)700796+961051420.12%+37
GOLDMAN SACHS GROUP INC COM(GS)197234+37981340.11%+36
GENUINE PARTS CO COM(GPC)267618+35137720.06%+35
RAYMOND JAMES FINL INC COM(RJF)1,1271,111-161381730.14%+35
CHUBB LIMITED COM
COM
571713+1421651970.16%+32
MORGAN STANLEY COM NEW(MS)1,7461,700-461822140.17%+32
VISA INC COM CL A(V)799795-42202510.20%+32
ROYAL CARIBBEAN GROUP COM
COM
607595-121081370.11%+30
CISCO SYS INC COM(CSCO)5,0875,042-452712980.24%+28
CUMMINS INC COM(CMI)1,2031,197-63904170.34%+28
SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR(SMFG)4,2065,445+1,23953790.06%+26
TEGNA INC COM10,13610,121-151601850.15%+25
CANADIAN NATL RY CO COM(CNI)0240+2400240.02%+24
HONEYWELL INTL INC COM(HON)1,0211,042+212112350.19%+24
BRISTOL-MYERS SQUIBB CO COM(BMY)3,4053,538+1331762000.16%+24
CAPITAL GROUP DIVIDEND VALUE ETF
SHS CREAT UNIT
7,0887,957+8692582810.23%+22
ISHARES BITCOIN TRUST ETF(IBIT)1,2721,272046670.05%+22
DISNEY WALT CO COM(DIS)1,0551,103+481011230.10%+21
BLACKSTONE INC COM(BX)733771+381121330.11%+21
SCHWAB CHARLES CORP COM(SCHW)3,0102,907-1031952150.17%+20
MCKESSON CORP COM(MCK)5482+2827470.04%+20
T-MOBILE US INC COM(TMUS)92165+7319360.03%+17
REGIONS FINANCIAL CORP NEW COM(RF)2,3923,070+67856720.06%+16
BLACKROCK INC COM(BLK)292286-62772930.24%+16
MIZUHO FINANCIAL GROUP INC SPONSORED ADR(MFG)9,61011,369+1,75940560.05%+15
KT CORP SPONSORED ADR(KT)0975+9750150.01%+15
AT&T INC COM(T)26,60426,365-2395856000.49%+15
ISHARES MSCI ACWI EX U.S. ETF0283+2830150.01%+15
ANALOG DEVICES INC COM(ADI)580697+1171331480.12%+15
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
609652+432152290.19%+14
FLEX LTD ORD(FLEX)2,6342,645+11881020.08%+13
AMERICAN EXPRESS CO COM(AXP)631622-91711850.15%+13
FISERV INC COM(FISV)398413+1572850.07%+13
DARDEN RESTAURANTS INC COM(DRI)635629-61041170.10%+13
GILEAD SCIENCES INC COM(GILD)1,6581,646-121391520.12%+13
AKAMAI TECHNOLOGIES INC COM(AKAM)399554+15540530.04%+13
EXPEDIA GROUP INC COM NEW(EXPE)379369-1056690.06%+13
TOYOTA MOTOR CORP ADS(TM)428455+2776890.07%+12
PAYPAL HLDGS INC COM(PYPL)1,8101,788-221411530.12%+11
DEVON ENERGY CORP NEW COM(DVN)70420+3503140.01%+11
SONY GROUP CORP SPONSORED ADR(SONY)9224,709+3,787891000.08%+11
CITIGROUP INC COM NEW(C)1,0781,108+3067780.06%+11
GENERAL MTRS CO COM(GM)1,3751,352-2362720.06%+10
WALMART INC COM(WMT)2,3032,170-1331861960.16%+10
LAM RESEARCH CORP COM NEW(LRCX)0137+1370100.01%+10
PROGRESSIVE CORP COM(PGR)596672+761511610.13%+10
SMURFIT WESTROCK PLC SHS(SW)0181+1810100.01%+10
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)435431-476850.07%+10
SNAP ON INC COM(SNA)197196-157670.05%+9
MOLINA HEALTHCARE INC COM(MOH)638+322110.01%+9
TESLA INC COM(TSLA)5556+114230.02%+8
PINNACLE FINL PARTNERS INC COM502501-149570.05%+8
ICL GROUP LTD SHS(ICL)2951,892+1,597190.01%+8
DISCOVER FINL SVCS COM267263-437460.04%+8
GATX CORP COM(GATX)335338+344520.04%+8
BATH & BODY WORKS INC COM1,0821,094+1235420.03%+8
ONEOK INC NEW COM(OKE)856854-278860.07%+8
STIFEL FINL CORP COM(SF)765750-1572800.06%+8
WEBSTER FINL CORP COM(WBS)886886041490.04%+8
MODERNA INC COM(MRNA)7194+187080.01%+8
VANGUARD DIVIDEND APPRECIATION ETF1,3721,425+532722790.23%+7
AUTOMATIC DATA PROCESSING INC COM350356+6971040.08%+7
CARDINAL HEALTH INC COM(CAH)425457+3247540.04%+7
MARVELL TECHNOLOGY INC COM(MRVL)183183013200.02%+7
LAUDER ESTEE COS INC CL A(EL)10106+96180.01%+7
HSBC HLDGS PLC SPON ADR NEW(HSBC)1,6271,627074800.07%+7
VORNADO RLTY TR SH BEN INT(VNO)1,8861,932+4674810.07%+7
WP CAREY INC COM(WPC)1,1781,471+29373800.07%+7
ULTA BEAUTY INC COM(ULTA)419+15280.01%+7
OCCIDENTAL PETE CORP COM(OXY)75214+1394110.01%+7
VISTRA CORP COM(VST)115147+3214200.02%+7
GLOBAL PMTS INC COM(GPN)645648+366730.06%+7
UNION PAC CORP COM(UNP)1,3331,469+1363293350.27%+6
DEERE & CO COM(DE)208220+1287930.08%+6
EMERSON ELEC CO COM(EMR)451449-249560.05%+6
BOEING CO COM(BA)127144+1719250.02%+6
WILLIAMS SONOMA INC COM(WSM)233+31060.00%+6
KKR & CO INC COM(KKR)545520-2571770.06%+6
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Bruce G. Allen Investments, LLC — 13F Holdings — Q4 2024 | TickerTrail