ALLGEN FINANCIAL ADVISORS, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FBYD | 43K | $475.77K |
 | LMB | 10K | $928.95K |
 | WMT | 9K | $939.79K |
 | AAPL | 9K | $2.30M |
 | RTX | 7K | $1.25M |
 | MSFT | 7K | $3.50M |
 | BRK-B | 5K | $2.68M |
 | PG | 5K | $812.56K |
 | XOM | 4K | $442.04K |
 | HD | 2K | $932.34K |
 | SO | 2K | $217.97K |
 | HOOD | 2K | $216.92K |
 | NVDA | 1K | $264.80K |
 | CSL | 1K | $421.84K |
 | TSLA | 1K | $504.31K |
 | GOOGL | 935 | $227.38K |
 | VMC | 770 | $236.87K |
 | HCA | 538 | $229.30K |
 | NFLX | 250 | $299.73K |
Falcon's Beyond Global, Inc. Class A Common Stock
FBYD
Shares Held
43K
Value
$475.77K
Limbach Holdings, Inc.
LMB
Shares Held
10K
Value
$928.95K
Walmart Inc.
WMT
Shares Held
9K
Value
$939.79K
Apple Inc.
AAPL
Shares Held
9K
Value
$2.30M
RTX Corporation
RTX
Shares Held
7K
Value
$1.25M
Microsoft Corporation
MSFT
Shares Held
7K
Value
$3.50M
Berkshire Hathaway Inc.
BRK-B
Shares Held
5K
Value
$2.68M
The Procter & Gamble Company
PG
Shares Held
5K
Value
$812.56K
Exxon Mobil Corporation
XOM
Shares Held
4K
Value
$442.04K
The Home Depot, Inc.
HD
Shares Held
2K
Value
$932.34K
The Southern Company
SO
Shares Held
2K
Value
$217.97K
Robinhood Markets, Inc.
HOOD
Shares Held
2K
Value
$216.92K
NVIDIA Corporation
NVDA
Shares Held
1K
Value
$264.80K
Carlisle Companies Incorporated
CSL
Shares Held
1K
Value
$421.84K
Tesla, Inc.
TSLA
Shares Held
1K
Value
$504.31K
Alphabet Inc.
GOOGL
Shares Held
935
Value
$227.38K
Vulcan Materials Company
VMC
Shares Held
770
Value
$236.87K
HCA Healthcare, Inc.
HCA
Shares Held
538
Value
$229.30K
Netflix, Inc.
NFLX
Shares Held
250
Value
$299.73K