AllGen Financial Advisors, Inc.

Business address
100 W. Lucerne Circle, Suite 200, Orlando, FL, 32801
Top securities (13F)
VTI, BND, VEU, IAU, QQQM, MGV, JMBS, DIVI, JMUB, BIL, FLQM, SPIB, TIPX, JPIB, QQQ, AVEM, SPTL, MSFT, TLT, and SCHG
Fiscal year end
31 December
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AllGen Financial Advisors, Inc. has filed 22 SEC EDGAR filings since 15 Feb 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 29 Oct 2025 30 Sep 2025 028-23098
N-PX Open Document Open Filing 19 Aug 2025 30 Jun 2025 028-23098
13F-HR Open Document Open Filing 07 Aug 2025 30 Jun 2025 028-23098
13F-HR Open Document Open Filing 06 May 2025 31 Mar 2025 028-23098
13F-HR Open Document Open Filing 13 Feb 2025 31 Dec 2024 028-23098
13F-HR Open Document Open Filing 24 Oct 2024 30 Sep 2024 028-23098
N-PX Open Document Open Filing 26 Aug 2024 30 Jun 2024 028-23098
13F-HR Open Document Open Filing 12 Aug 2024 30 Jun 2024 028-23098
13F-HR Open Document Open Filing 23 Apr 2024 31 Mar 2024 028-23098
13F-HR Open Document Open Filing 06 Feb 2024 31 Dec 2023 028-23098
13F-HR Open Document Open Filing 16 Oct 2023 30 Sep 2023 028-23098
13F-HR Open Document Open Filing 27 Jul 2023 30 Jun 2023 028-23098
13F-HR Open Document Open Filing 05 May 2023 31 Mar 2023 028-23098
13F-HR Open Document Open Filing 15 Feb 2023 31 Dec 2022 028-23098
13F-HR Open Document Open Filing 15 Feb 2023 30 Sep 2022 028-23098
13F-HR Open Document Open Filing 15 Feb 2023 30 Jun 2022 028-23098
13F-HR Open Document Open Filing 15 Feb 2023 31 Mar 2022 028-23098
13F-HR Open Document Open Filing 15 Feb 2023 31 Dec 2021 028-23098
13F-HR Open Document Open Filing 15 Feb 2023 30 Sep 2021 028-23098
13F-HR Open Document Open Filing 15 Feb 2023 30 Jun 2021 028-23098
13F-HR Open Document Open Filing 15 Feb 2023 31 Mar 2021 028-23098
13F-HR Open Document Open Filing 15 Feb 2023 31 Dec 2020 028-23098