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BRUCE G ALLEN

@Bruce G. Allen Investments, Llc

Latest period2024 - Q4ReportedManaged Assets$123.228MTotal holdings1090
Assets growth rate-4.3%Assets growth rate (2-Q avg)1.99%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bruce G. Allen Investments, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1090 positions.

Assets under management

The assets under management (AUM) of Bruce G. Allen Investments, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 123.228M in assets, with a quarterly growth rate of -4.3% and a 2-quarter average growth rate of 1.99%. The portfolio is managed by BRUCE G ALLEN, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHVSchwab U.s. Large-cap Value Etf
Recent Activity
Exited
0%
$142,996
1,779 shares@ $80.38 avg price
ESGDIshares Esg Aware Msci Eafe Etf
Recent Activity
Exited
0%
$38,297
455 shares@ $84.17 avg price
CVECenovus Energy Inc Com
Recent Activity
Exited
0%
$18,503
1,106 shares@ $16.73 avg price
MROMarathon Oil Corp Com
Recent Activity
Exited
0%
$8,442
317 shares@ $26.64 avg price
BABAAlibaba Group Hldg Ltd Sponsored Ads
Recent Activity
Exited
0%
$7,535
71 shares@ $106.13 avg price
SCHXSchwab U.s. Large-cap Etf
Recent Activity
Exited
0%
$4,410
65 shares@ $67.85 avg price
APTVAptiv Plc Shs
Recent Activity
Exited
0%
$3,961
55 shares@ $72.02 avg price
LNTAlliant Energy Corp Com
Recent Activity
Exited
0%
$3,277
54 shares@ $60.69 avg price
ATHMAutohome Inc Sp Ads Rp Cl A
Recent Activity
Exited
0%
$3,197
98 shares@ $32.63 avg price
BLDTopbuild Corp Com
Recent Activity
Exited
0%
$2,441
6 shares@ $406.84 avg price