ALLEN WEALTH MANAGEMENT, LLC
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Boone, NC
CIK
0002012003
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
57
113,353
VTV, AMLP, VDE, XOM
13F-HR
5/1/2024
000117266124001963
Q4 2023
52
102,107
VTV, AMLP, VDE, XOM
13F-HR
2/14/2024
000117266124000973