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Allen Wealth Management, LLC

All holdings · as of Dec 31, 2025

60 positions

CompanyClassValueShares% of portfolio
ALLSTATE CORP—$214.6K1,0310.1%
Tesla Inc—$222.2K4940.1%
Warren E. Buffett—$229.7K4570.1%
Philip Morris International Inc.—$242.0K1,5090.1%
AbbVie Inc.—$257.1K1,1250.2%
AUTOMATIC DATA PROCESSING INC—$275.4K1,0700.2%
VERIZON COMMUNICATIONS INC—$287.0K7,0460.2%
LOWES COMPANIES INC—$289.6K1,2010.2%
GENERAL DYNAMICS CORP—$307.7K9140.2%
MetLife Inc—$313.0K3,9640.2%
MCDONALD'S CORP—$320.0K1,0470.2%
Newmont Corp—$333.3K3,3380.2%
WASTE MANAGEMENT INC—$357.2K1,6260.2%
SPDR GOLD TR—$371.3K9370.2%
STARBUCKS CORP—$417.8K4,9610.3%
Alphabet Inc.—$454.1K1,4470.3%
Northrop Grumman Corp—$456.2K8000.3%
BANK OF AMERICA CORP /DE—$479.8K8,7230.3%
Amazon.com Inc—$506.0K2,1920.3%
NOVARTIS AG—$630.1K4,5700.4%
FedEx Corp—$636.9K2,2050.4%
PROCTER & GAMBLE Co—$674.1K4,7040.4%
Walmart Inc.—$711.8K6,3890.4%
PFIZER INC—$779.4K31,3020.5%
AMGEN INC—$807.8K2,4680.5%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$829.6K25,8760.5%
Visa Inc—$908.7K2,5910.5%
JPMORGAN CHASE & CO—$960.2K2,9800.6%
MICROSOFT CORP—$988.5K2,0440.6%
COCA COLA CO—$1.01M14,4230.6%
UNILEVER PLC—$1.02M15,5340.6%
KIMBERLY CLARK CORP—$1.14M11,2540.7%
Duke Energy Corp—$1.40M11,9520.8%
SONOCO PRODUCTS CO—$1.43M32,8030.9%
STANLEY BLACK & DECKER, INC.—$1.45M19,5590.9%
T Rowe Price Group Inc—$1.48M14,4910.9%
Public Storage—$1.53M5,8800.9%
CATERPILLAR INC—$1.59M2,7711.0%
SLB LIMITED/NV—$1.67M43,4141.0%
PEPSICO INC—$1.69M11,7491.0%
NOVO-NORDISK A S—$1.74M34,1511.0%
Medtronic plc—$2.07M21,5341.2%
Bank of New York Mellon Corp/The—$2.16M18,6271.3%
RIO TINTO PLC—$2.27M28,4211.4%
JOHNSON & JOHNSON—$2.37M11,4411.4%
LINCOLN NATIONAL CORP—$2.50M56,0461.5%
Merck & Co., Inc.—$2.61M24,7611.6%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$2.62M8,6341.6%
Apple Inc.—$2.87M10,5591.7%
CITIGROUP INC—$2.89M24,8011.7%
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