| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 3 | Q2 2024 | 19.9% |
| ALPS ETF TR | 3 | Q2 2024 | 13.6% |
| VANGUARD WORLD FDS | 3 | Q2 2024 | 9.9% |
| EXXON MOBIL CORP | 3 | Q2 2024 | 6.1% |
| CHEVRON CORP NEW | 3 | Q2 2024 | 3.6% |
| LOCKHEED MARTIN CORP | 3 | Q2 2024 | 2.7% |
| CISCO SYS INC | 3 | Q2 2024 | 2.6% |
| MERCK & CO INC | 3 | Q2 2024 | 2.6% |
| DOW INC | 3 | Q2 2024 | 3.7% |
| PFIZER INC | 3 | Q2 2024 | 2.2% |
View ALLEN WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-02 |
| 13F-HR | 2024-07-19 |
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-02-14 |
View ALLEN WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.