test

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
TMOThermo Fisher Scientific Inc Com
Recent Activity
Increased 1.7%
0.08%
$93,641
180 shares@ $520.23 avg price
DEDeere & Co Com
Recent Activity
Increased 5.77%
0.08%
$93,214
220 shares@ $423.7 avg price
IHEIshares U.s. Pharmaceuticals Etf
Recent Activity
Increased 0.29%
0.08%
$91,424
1,391 shares@ $65.73 avg price
NSCNorfolk Southn Corp Com
Recent Activity
Increased 3.24%
0.08%
$89,890
383 shares@ $234.7 avg price
TMToyota Motor Corp Ads
Recent Activity
Increased 6.31%
0.08%
$88,548
455 shares@ $194.62 avg price
AAgilent Technologies Inc Com
Recent Activity
Increased 0.16%
0.08%
$88,530
659 shares@ $134.34 avg price
FIFiserv Inc Com
Recent Activity
Increased 3.77%
0.07%
$84,838
413 shares@ $205.42 avg price
VNOVornado Rlty Tr Sh Ben Int
Recent Activity
Increased 2.44%
0.07%
$81,221
1,932 shares@ $42.04 avg price
CBRECbre Group Inc Cl A
Recent Activity
Increased 1.99%
0.07%
$81,006
617 shares@ $131.3 avg price
WPCWp Carey Inc Com
Recent Activity
Increased 24.88%
0.07%
$80,140
1,471 shares@ $54.48 avg price