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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
IJSIshares S&p Small-cap 600 Value Etf
Recent Activity
Increased 21.08%
0.72%
$877,764
8,082 shares@ $108.61 avg price
NBBNuveen Taxable Municpal Inm Fd Com
Recent Activity
Increased 2.7%
0.67%
$822,110
54,881 shares@ $14.98 avg price
MSFTMicrosoft Corp Com
Recent Activity
Increased 1.8%
0.59%
$716,697
1,700 shares@ $421.59 avg price
BCIAbrdn Bloomberg All Commodity Strategy K-1 Free Etf
Recent Activity
Increased 2.45%
0.49%
$596,710
30,213 shares@ $19.76 avg price
FNDASchwab Fundamental U.s. Small Company Etf
Recent Activity
Increased 100.45%
0.45%
$543,595
18,303 shares@ $29.7 avg price
ABBVAbbvie Inc Com
Recent Activity
Increased 0.07%
0.43%
$523,618
2,947 shares@ $177.68 avg price
CLColgate Palmolive Co Com
Recent Activity
Increased 5.57%
0.42%
$508,732
5,596 shares@ $90.91 avg price
UNHUnitedhealth Group Inc Com
Recent Activity
Increased 1.02%
0.41%
$502,825
994 shares@ $505.87 avg price
SHELShell Plc Spon Ads
Recent Activity
Increased 1.75%
0.4%
$489,986
7,821 shares@ $62.66 avg price
BACBank America Corp Com
Recent Activity
Increased 6.71%
0.36%
$433,069
9,854 shares@ $43.95 avg price