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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
WFCWells Fargo Co New Com
Recent Activity
Decreased -4.06%
0.3%
$363,141
5,170 shares@ $70.25 avg price
GEVGe Vernova Inc Com
Recent Activity
Decreased -0.72%
0.3%
$358,863
1,091 shares@ $328.94 avg price
CMCSAComcast Corp New Cl A
Recent Activity
Decreased -0.54%
0.3%
$357,586
9,528 shares@ $37.54 avg price
CSCOCisco Sys Inc Com
Recent Activity
Decreased -0.88%
0.25%
$298,486
5,042 shares@ $59.2 avg price
SNYSanofi Sponsored Adr
Recent Activity
Decreased -1.34%
0.25%
$296,422
6,146 shares@ $48.24 avg price
BLKBlackrock Inc Com
Recent Activity
Decreased -2.05%
0.24%
$293,181
286 shares@ $1025.11 avg price
NEENextera Energy Inc Com
Recent Activity
Decreased -0.1%
0.23%
$272,852
3,806 shares@ $71.69 avg price
ABTAbbott Labs Com
Recent Activity
Decreased -0.45%
0.23%
$272,821
2,412 shares@ $113.11 avg price
GLDSpdr Gold Shares
Recent Activity
Decreased -9.86%
0.23%
$272,154
1,124 shares@ $242.13 avg price
VVisa Inc Com Cl A
Recent Activity
Decreased -0.5%
0.21%
$251,252
795 shares@ $316.05 avg price