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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
XOMExxon Mobil Corp Com
Recent Activity
Decreased -1.38%
0.52%
$636,922
5,921 shares@ $107.58 avg price
TAt&t Inc Com
Recent Activity
Decreased -0.89%
0.49%
$600,331
26,365 shares@ $22.77 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Decreased -1.91%
0.48%
$581,558
1,283 shares@ $453.28 avg price
AVGOBroadcom Inc Com
Recent Activity
Decreased -37.19%
0.48%
$581,455
2,508 shares@ $231.85 avg price
VZVerizon Communications Inc Com
Recent Activity
Decreased -0.09%
0.44%
$530,067
13,255 shares@ $39.99 avg price
HDHome Depot Inc Com
Recent Activity
Decreased -1.01%
0.4%
$492,850
1,267 shares@ $388.99 avg price
JNJJohnson & Johnson Com
Recent Activity
Decreased -1.42%
0.39%
$469,437
3,246 shares@ $144.63 avg price
CVXChevron Corp New Com
Recent Activity
Decreased -4.28%
0.38%
$463,053
3,197 shares@ $144.84 avg price
CMICummins Inc Com
Recent Activity
Decreased -0.49%
0.34%
$417,274
1,197 shares@ $348.6 avg price
IEMGIshares Core Msci Emerging Markets Etf
Recent Activity
Decreased -56.71%
0.33%
$401,305
7,685 shares@ $52.22 avg price