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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
SMFGSumitomo Mitsui Finl Group Inc Sponsored Adr
Recent Activity
Increased 29.46%
0.07%
$78,898
5,445 shares@ $14.49 avg price
CCitigroup Inc Com New
Recent Activity
Increased 2.79%
0.07%
$77,992
1,108 shares@ $70.39 avg price
CVSCvs Health Corp Com
Recent Activity
Increased 1.97%
0.07%
$76,935
1,714 shares@ $44.89 avg price
BAXBaxter Intl Inc Com
Recent Activity
Increased 247.29%
0.07%
$76,458
2,622 shares@ $29.17 avg price
RGAReinsurance Grp Of America Inc Com New
Recent Activity
Increased 0.29%
0.07%
$75,839
355 shares@ $213.64 avg price
FDSFactset Resh Sys Inc Com
Recent Activity
Increased 0.65%
0.07%
$75,404
157 shares@ $480.29 avg price
GPNGlobal Pmts Inc Com
Recent Activity
Increased 0.47%
0.06%
$72,615
648 shares@ $112.07 avg price
DGDollar Gen Corp New Com
Recent Activity
Increased 20.33%
0.06%
$72,256
953 shares@ $75.82 avg price
RFRegions Financial Corp New Com
Recent Activity
Increased 28.35%
0.06%
$72,206
3,070 shares@ $23.52 avg price
GPCGenuine Parts Co Com
Recent Activity
Increased 131.47%
0.06%
$72,158
618 shares@ $116.77 avg price