ALLEN WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JNJ | 11K | $2.03M |
 | AAPL | 10K | $2.64M |
 | TSM | 9K | $2.60M |
 | BAC | 8K | $426.24K |
 | LMT | 7K | $3.31M |
 | WMT | 6K | $661.54K |
 | PSA | 6K | $1.85M |
 | SBUX | 6K | $528.84K |
 | VZ | 6K | $242.47K |
 | PG | 4K | $682.05K |
 | NVS | 4K | $534.76K |
 | MET | 4K | $326.45K |
 | NEM | 4K | $303.94K |
 | CAT | 3K | $1.51M |
 | JPM | 3K | $907.18K |
 | V | 3K | $944.26K |
 | AMGN | 2K | $699.29K |
 | FDX | 2K | $527.98K |
 | AMZN | 2K | $485.69K |
 | MSFT | 2K | $949.92K |
Johnson & Johnson
JNJ
Shares Held
11K
Value
$2.03M
Apple Inc.
AAPL
Shares Held
10K
Value
$2.64M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
9K
Value
$2.60M
Bank of America Corporation
BAC
Shares Held
8K
Value
$426.24K
Lockheed Martin Corporation
LMT
Shares Held
7K
Value
$3.31M
Walmart Inc.
WMT
Shares Held
6K
Value
$661.54K
Public Storage
PSA
Shares Held
6K
Value
$1.85M
Starbucks Corporation
SBUX
Shares Held
6K
Value
$528.84K
Verizon Communications Inc.
VZ
Shares Held
6K
Value
$242.47K
The Procter & Gamble Company
PG
Shares Held
4K
Value
$682.05K
Novartis AG
NVS
Shares Held
4K
Value
$534.76K
MetLife, Inc.
MET
Shares Held
4K
Value
$326.45K
Newmont Corporation
NEM
Shares Held
4K
Value
$303.94K
Caterpillar Inc.
CAT
Shares Held
3K
Value
$1.51M
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$907.18K
Visa Inc.
V
Shares Held
3K
Value
$944.26K
Amgen Inc.
AMGN
Shares Held
2K
Value
$699.29K
FedEx Corporation
FDX
Shares Held
2K
Value
$527.98K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$485.69K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$949.92K