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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
CTLTCatalent Inc Com
Recent Activity
Exited
0%
$2,423
40 shares@ $60.58 avg price
SWNSouthwestern Energy Co Com
Recent Activity
Exited
0%
$2,176
306 shares@ $7.12 avg price
SCHFSchwab International Equity Etf
Recent Activity
Exited
0%
$1,892
46 shares@ $41.14 avg price
RTORentokil Initial Plc Sponsored Adr
Recent Activity
Exited
0%
$1,695
68 shares@ $24.93 avg price
LCIDLucid Group Inc Com
Recent Activity
Exited
0%
$1,461
414 shares@ $3.53 avg price
DOOOBrp Inc Com Sun Vtg
Recent Activity
Exited
0%
$1,429
24 shares@ $59.55 avg price
BEPCBrookfield Renewable Corp Cl A Sub Vtg
Recent Activity
Exited
0%
$1,241
38 shares@ $32.66 avg price
FLGNew York Cmnty Bancorp Inc Com New
Recent Activity
Exited
0%
$1,145
102 shares@ $11.23 avg price
TXG10x Genomics Inc Cl A Com
Recent Activity
Exited
0%
$1,106
49 shares@ $22.58 avg price
SAICScience Applications Intl Corp Com
Recent Activity
Exited
0%
$975
7 shares@ $139.29 avg price