Allied Investment Advisors, LLC holdings history

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90 is the total number of securities Allied Investment Advisors, LLC has owned. The longest Allied Investment Advisors, LLC has owned a single stock is 24 quarters.

Allied Investment Advisors, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VHT VANGUARD WORLD FDS24247.65%9.12%11.09%Q4 2017Q3 202324
MSFT MICROSOFT CORP24244.58%6.29%7.54%Q4 2017Q3 202324
AAPL APPLE INC24243.28%4.39%5.29%Q4 2017Q3 202324
LOW LOWES COS INC24242.96%3.37%4.34%Q4 2017Q3 202324
JPM JPMORGAN CHASE & CO24242.58%3.34%4.79%Q4 2017Q3 202324
JNJ JOHNSON & JOHNSON24242.44%3.22%4.60%Q4 2017Q3 202324
CAT CATERPILLAR INC DEL24242.65%3.17%5.34%Q4 2017Q3 202324
XOM EXXON MOBIL CORP24241.96%2.97%3.87%Q4 2017Q3 202324
PG PROCTER & GAMBLE CO24242.35%2.94%3.82%Q4 2017Q3 202324
ABT ABBOTT LABS24242.15%2.90%3.84%Q4 2017Q3 202324
EMR EMERSON ELEC CO24242.42%2.90%3.84%Q4 2017Q3 202324
MDT MEDTRONIC PLC24241.86%2.87%3.81%Q4 2017Q3 202324
DE DEERE & CO24242.21%2.86%3.88%Q4 2017Q3 202324
TGT TARGET CORP24241.66%2.79%3.43%Q4 2017Q3 202324
WMT WAL-MART STORES INC24240.40%2.76%4.11%Q4 2017Q3 202324
WFC WELLS FARGO CO NEW24241.79%2.64%3.62%Q4 2017Q3 202324
KMB KIMBERLY-CLARK CORP24241.99%2.59%3.28%Q4 2017Q3 202324
STT STATE STR CORP24241.96%2.58%4.38%Q4 2017Q3 202324
SYY SYSCO CORP24240.24%2.54%3.06%Q4 2017Q3 202324
IBM INTERNATIONAL BUSINESS...24240.34%2.34%3.18%Q4 2017Q3 202324
CVX CHEVRON CORP NEW24240.73%2.27%3.79%Q4 2017Q3 202324
USB US BANCORP DEL24240.18%1.88%2.71%Q4 2017Q3 202324
MMM 3M CO24240.20%1.74%2.62%Q4 2017Q3 202324
BAC BK OF AMERICA CORP24240.17%1.65%3.43%Q4 2017Q3 202324
NOBL PROSHARES TR24240.50%0.81%1.07%Q4 2017Q3 202324
VGT VANGUARD WORLD FDS24240.24%0.62%5.39%Q4 2017Q3 202324
BRKA BERKSHIRE HATHAWAY INC...24240.29%0.37%0.50%Q4 2017Q3 202324
HD HOME DEPOT INC24240.17%0.33%0.51%Q4 2017Q3 202324
SBUX STARBUCKS CORP24240.19%0.29%0.38%Q4 2017Q3 202324
BRKB BERKSHIRE HATHAWAY INC...24240.20%0.28%0.34%Q4 2017Q3 202324
GBCI GLACIER BANCORP INC NEW24240.10%0.26%0.75%Q4 2017Q3 202324
DNP DNP SELECT INCOME FD INC24240.04%0.10%0.18%Q4 2017Q3 202324
PEP PEPSICO INC23232.17%2.59%2.99%Q1 2018Q3 202323
BA BOEING CO1490.14%0.21%0.30%Q4 2017Q3 202323
SPLV INVESCO EXCH TRADED FD...22220.22%0.36%0.66%Q2 2018Q3 202322
VDC VANGUARD WORLD FDS22220.07%0.20%0.33%Q1 2018Q2 202322
FDX FEDEX CORP19191.84%2.57%3.90%Q1 2019Q3 202319
AAON AAON INC19190.43%0.77%1.35%Q1 2019Q3 202319
FIBK FIRST INTST BANCSYSTEM...19190.08%0.16%0.25%Q1 2019Q3 202319
SM SM ENERGY CO18180.01%0.12%0.29%Q1 2018Q2 202218
MCD MCDONALDS CORP1430.08%0.12%0.16%Q2 2019Q3 202317
TTE TOTAL SE15151.97%2.37%2.90%Q1 2020Q3 202315
RTX RTX CORPORATION14142.00%2.48%2.94%Q2 2020Q3 202314
OTIS OTIS WORLDWIDE CORP14141.61%2.05%2.46%Q2 2020Q3 202314
VDE VANGUARD WORLD FDS12120.50%4.24%6.79%Q4 2017Q3 202012
PFE PFIZER INC1020.17%1.88%2.76%Q4 2017Q3 202312
GOOGL ALPHABET INC12120.07%0.10%0.12%Q4 2020Q3 202312
MRK MERCK & CO. INC1010.17%2.18%2.84%Q4 2017Q3 202311
LMT LOCKHEED MARTIN CORP10101.60%2.07%2.38%Q2 2021Q3 202310
C CITIGROUP INC710.06%0.11%0.17%Q4 2017Q2 202310
SCHV SCHWAB STRATEGIC TR10100.08%0.08%0.09%Q2 2021Q3 202310
UTX UNITED TECHNOLOGIES CORP992.93%3.29%3.65%Q4 2017Q4 20199
WBA WALGREENS BOOTS ALLIAN...991.73%2.06%2.55%Q4 2017Q4 20199
ADP AUTOMATIC DATA PROCESS...810.07%0.09%0.14%Q2 2019Q1 20239
OASPQ OASIS PETE INC NEW990.02%0.06%0.12%Q4 2017Q4 20199
RDSB ROYAL DUTCH SHELL PLC881.75%2.30%2.64%Q1 2020Q4 20218
VIG VANGUARD SPECIALIZED F...410.10%0.18%0.26%Q4 2017Q4 20208
VIS VANGUARD WORLD FDS440.07%0.07%0.08%Q2 2021Q3 20238
SHELL PLC772.95%3.08%3.24%Q1 2022Q3 20237
GERN GERON CORP770.01%0.01%0.02%Q1 2022Q3 20237
ABBV ABBVIE INC310.06%0.13%0.21%Q4 2017Q1 20236
COST COSTCO WHSL CORP NEW660.06%0.08%0.09%Q4 2021Q1 20236
WPC WP CAREY INC660.07%0.08%0.09%Q4 2021Q1 20236
EBMT EAGLE BANCORP MONT INC550.20%0.26%0.39%Q3 2022Q3 20235
VOX VANGUARD WORLD FDS550.08%0.11%0.13%Q1 2021Q1 20225
IPAY ETF MANAGERS TR550.07%0.10%0.12%Q1 2021Q1 20225
CSL CARLISLE COS INC210.06%0.07%0.09%Q4 2021Q3 20235
TRIT TRITERRAS INC550.02%0.06%0.08%Q1 2021Q1 20225
GS GOLDMAN SACHS GROUP INC442.02%2.05%2.12%Q4 2022Q3 20234
GIS GENERAL MLS INC441.84%1.94%2.03%Q1 2018Q4 20184
BEN FRANKLIN RES INC441.19%1.56%1.98%Q1 2018Q4 20184
VNQ VANGUARD INDEX FDS330.65%0.90%1.03%Q4 2017Q2 20183
COP CONOCOPHILLIPS330.19%0.21%0.23%Q4 2017Q2 20183
SPLV POWERSHARES ETF TR II220.66%0.70%0.73%Q4 2017Q1 20182
T AT&T INC110.17%0.24%0.31%Q4 2017Q2 20192
DFUS DIMENSIONAL ETF TRUST220.11%0.11%0.11%Q2 2023Q3 20232
AMZN AMAZON COM INC220.08%0.10%0.12%Q2 2023Q3 20232
SCHD SCHWAB STRATEGIC TR220.07%0.07%0.07%Q4 2021Q1 20222
INO INOVIO PHARMACEUTICALS...220.04%0.04%0.04%Q4 2020Q1 20212
VPU VANGUARD WORLD FDS113.98%3.98%3.98%Q3 2023Q3 20231
RTN RAYTHEON CO112.60%2.60%2.60%Q1 2020Q1 20201
GE GENERAL ELECTRIC CO110.26%0.26%0.26%Q4 2017Q4 20171
GSK GLAXOSMITHKLINE PLC110.22%0.22%0.22%Q4 2017Q4 20171
VFH VANGUARD WORLD FDS110.11%0.11%0.11%Q3 2023Q3 20231
LUV SOUTHWEST AIRLS CO110.10%0.10%0.10%Q1 2021Q1 20211
CLR CONTINENTAL RES INC110.08%0.08%0.08%Q1 2020Q1 20201
ZBRA ZEBRA TECHNOLOGIES COR...110.07%0.07%0.07%Q4 2021Q4 20211
GOOG ALPHABET INC110.06%0.06%0.06%Q2 2023Q2 20231
IVV ISHARES TR110.06%0.06%0.06%Q2 2023Q2 20231
RYVYL INC110.01%0.01%0.01%Q3 2023Q3 20231
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The securities at the top of the list , including VANGUARD WORLD FDS, MICROSOFT CORP, and APPLE INC, are the highest-conviction holdings of Allied Investment Advisors, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Allied Investment Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Allied Investment Advisors, LLC owns currently or has owned in the past.