Allen-Wealth-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-13
Total Holdings
61
Total Value
145237160
Accession Number
0001172661-25-001779
Form Type
13F-HR
Manager Name
Allen-Wealth-Management
Data Enrichment
98% identified
60 identified1 unidentified

Holdings

61 positions • $145.2M total value
Manager:
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Alphabet Inc.
Shares:1.4K
Value:$211.2K
% of Portfolio:0.1% ($211.2K/$145.2M)