ALLEN WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report: Q3 2024 - Oct 29, 2024
Value $: $144M
Signature - Title: Joe Hill - Office Manager
Location: Boone, NC
Summary: This page shows a list of all the recent 13F filings made by ALLEN WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ALLEN WEALTH MANAGEMENT, LLC reported 59 stock holdings with total value $144M as of Q3 2024. Top holdings included VTV, FNDX, AMLP, VDE, and XOM.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	59	$144M	+$28.8M	-$2.71M	+$26.1M	VTV, FNDX, AMLP, VDE, XOM	13F-HR	10/29/2024, 04:20 PM
Q2 2024	58	$112M	+$2.38M	-$1.99M	+$395K	VTV, AMLP, VDE, XOM, CVX	13F-HR	7/19/2024, 10:50 AM
Q1 2024	57	$113M	+$8.71M	-$5.61M	+$3.1M	VTV, AMLP, VDE, XOM, CVX	13F-HR	5/1/2024, 02:05 PM
Q4 2023	52	$102M	$0	$0		VTV, AMLP, VDE, XOM, DOW	13F-HR	2/14/2024, 09:41 AM