Allen Capital Group, LLC Diversified Active

CIK: 0001601384 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 10, 2022

Total Value ($000): $529,388 (100.0% shares, 0.0% debt)

Holdings (170)

BRK/B BERKSHIRE HATHAWAY INC DEL 5.8%
Value ($000) $30,487 Shares 86,388 Est. Cost $248.96 Unrealized +29.9%
USMV ISHARES TR 5.6%
Value ($000) $29,740 Shares 383,394 Est. Cost $55.68 Unrealized
SPYM SPDR SER TR 5.3%
Value ($000) $28,309 Shares 532,822 Est. Cost $34.02 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 5.3%
Value ($000) $27,856 Shares 554,122 Est. Cost $50.21 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 5.1%
Value ($000) $27,151 Shares 547,613 Est. Cost $54.40 Unrealized
IQLT ISHARES TR 4.6%
Value ($000) $24,521 Shares 665,077 Est. Cost $35.40 Unrealized
ZHDG TIDAL ETF TR 3.9%
Value ($000) $20,675 Shares 1,043,124 Est. Cost $20.15 Unrealized
JAAA JANUS DETROIT STR TR 3.6%
Value ($000) $19,195 Shares 382,332 Est. Cost $50.21 Unrealized
SJNK SPDR SER TR 3.5%
Value ($000) $18,783 Shares 715,821 Est. Cost $27.46 Unrealized
SRLN SSGA ACTIVE ETF TR 3.2%
Value ($000) $17,083 Shares 379,960 Est. Cost $45.58 Unrealized
NOBL PROSHARES TR 2.5%
Value ($000) $13,386 Shares 141,038 Est. Cost $63.94 Unrealized
AAPL APPLE INC 2.5%
Value ($000) $12,992 Shares 74,404 Est. Cost $105.42 Unrealized +56.4%
SGOL ABRDN GOLD ETF TRUST 2.0%
Value ($000) $10,695 Shares 575,603 Est. Cost $23.88 Unrealized
SPSM SPDR SER TR 1.9%
Value ($000) $9,997 Shares 237,623 Est. Cost $28.72 Unrealized
SCHP SCHWAB STRATEGIC TR 1.9%
Value ($000) $9,841 Shares 162,099 Est. Cost $61.52 Unrealized
SCHX SCHWAB STRATEGIC TR 1.8%
Value ($000) $9,693 Shares 179,994 Est. Cost $59.25 Unrealized
JEPI J P MORGAN EXCHANGE-TRADED F 1.6%
Value ($000) $8,657 Shares 141,001 Est. Cost $59.21 Unrealized
BX BLACKSTONE INC 1.6%
Value ($000) $8,464 Shares 66,679 Est. Cost $41.56 Unrealized +157.9%
SPEM SPDR INDEX SHS FDS 1.6%
Value ($000) $8,277 Shares 214,214 Est. Cost $35.11 Unrealized
SPY SPDR S&P 500 ETF TR 1.3%
Value ($000) $7,095 Shares 207,800 Est. Cost $444.57 Unrealized
VNQ VANGUARD INDEX FDS 0.9%
Value ($000) $4,818 Shares 44,459 Est. Cost $88.43 Unrealized
QUAL ISHARES TR 0.9%
Value ($000) $4,676 Shares 34,730 Est. Cost $121.67 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $4,369 Shares 24,652 Est. Cost $118.19 Unrealized +28.4%
RSPF INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $4,299 Shares 67,505 Est. Cost $42.33 Unrealized
T AT&T INC 0.8%
Value ($000) $4,058 Shares 171,721 Est. Cost $15.32 Unrealized -2.7%
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $4,024 Shares 29,521 Est. Cost $99.26 Unrealized +34.7%
SPMB SPDR SER TR 0.7%
Value ($000) $3,962 Shares 165,340 Est. Cost $25.12 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $3,950 Shares 12,811 Est. Cost $270.70 Unrealized +7.6%
FBND FIDELITY MERRIMACK STR TR 0.7%
Value ($000) $3,946 Shares 79,284 Est. Cost $51.82 Unrealized
GOOGL ALPHABET INC 0.7%
Value ($000) $3,819 Shares 1,373 Est. Cost $54.60 Unrealized +146.9%
CSCO CISCO SYS INC 0.7%
Value ($000) $3,736 Shares 67,006 Est. Cost $40.73 Unrealized +23.4%
WMT WALMART INC 0.7%
Value ($000) $3,503 Shares 23,521 Est. Cost $42.94 Unrealized +3.9%
DWX SPDR INDEX SHS FDS 0.6%
Value ($000) $3,406 Shares 87,823 Est. Cost $40.62 Unrealized
VYM VANGUARD WHITEHALL FDS 0.6%
Value ($000) $3,302 Shares 29,419 Est. Cost $79.61 Unrealized
SCHV SCHWAB STRATEGIC TR 0.6%
Value ($000) $3,248 Shares 45,491 Est. Cost $58.39 Unrealized
HD HOME DEPOT INC 0.6%
Value ($000) $3,234 Shares 10,804 Est. Cost $270.10 Unrealized +16.2%
INTC INTEL CORP 0.6%
Value ($000) $3,208 Shares 64,723 Est. Cost $49.75 Unrealized -7.2%
DLN WISDOMTREE TR 0.6%
Value ($000) $3,185 Shares 48,463 Est. Cost $80.79 Unrealized
IVV ISHARES TR 0.6%
Value ($000) $3,142 Shares 6,925 Est. Cost $268.60 Unrealized
HYG ISHARES TR 0.5%
Value ($000) $2,879 Shares 34,986 Est. Cost $85.88 Unrealized
SCHD SCHWAB STRATEGIC TR 0.5%
Value ($000) $2,680 Shares 33,968 Est. Cost $51.08 Unrealized
XYL XYLEM INC 0.5%
Value ($000) $2,550 Shares 29,911 Est. Cost $87.13 Unrealized +4.9%
AMZN AMAZON COM INC 0.5%
Value ($000) $2,530 Shares 776 Est. Cost $162.54 Unrealized -4.9%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $2,464 Shares 18,950 Est. Cost $101.12 Unrealized +10.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.5%
Value ($000) $2,459 Shares 23,585 Est. Cost $95.41 Unrealized
MMM 3M CO 0.5%
Value ($000) $2,432 Shares 16,338 Est. Cost $116.83 Unrealized -1.9%
MBB ISHARES TR 0.5%
Value ($000) $2,424 Shares 23,798 Est. Cost $108.34 Unrealized
AMGN AMGEN INC 0.4%
Value ($000) $2,369 Shares 9,798 Est. Cost $207.64 Unrealized -2.1%
RSPT INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $2,339 Shares 8,090 Est. Cost $158.44 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.4%
Value ($000) $2,334 Shares 47,556 Est. Cost $51.64 Unrealized
META META PLATFORMS INC 0.4%
Value ($000) $2,309 Shares 10,386 Est. Cost $293.97 Unrealized -15.6%
V VISA INC 0.4%
Value ($000) $2,234 Shares 10,075 Est. Cost $189.65 Unrealized +10.8%
DIS DISNEY WALT CO 0.4%
Value ($000) $2,233 Shares 16,279 Est. Cost $151.06 Unrealized -6.5%
UNP UNION PAC CORP 0.4%
Value ($000) $2,191 Shares 8,020 Est. Cost $205.81 Unrealized +12.0%
PFE PFIZER INC 0.4%
Value ($000) $2,120 Shares 40,944 Est. Cost $28.46 Unrealized +49.2%
VEA VANGUARD TAX-MANAGED INTL FD 0.4%
Value ($000) $2,064 Shares 42,978 Est. Cost $42.92 Unrealized
JD JD.COM INC 0.4%
Value ($000) $1,964 Shares 33,939 Est. Cost $75.83 Unrealized
IAGG ISHARES TR 0.4%
Value ($000) $1,957 Shares 37,545 Est. Cost $53.45 Unrealized
PRU PRUDENTIAL FINL INC 0.4%
Value ($000) $1,933 Shares 16,355 Est. Cost $85.04 Unrealized +10.7%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,911 Shares 11,735 Est. Cost $79.23 Unrealized +54.9%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,768 Shares 21,406 Est. Cost $50.81 Unrealized +33.6%
GNR SPDR INDEX SHS FDS 0.3%
Value ($000) $1,699 Shares 27,062 Est. Cost $49.23 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1,683 Shares 33,042 Est. Cost $41.64 Unrealized -0.3%
AVGO BROADCOM INC 0.3%
Value ($000) $1,681 Shares 2,669 Est. Cost $55.08 Unrealized 0.0%
LUMN LUMEN TECHNOLOGIES INC 0.3%
Value ($000) $1,679 Shares 149,018 Est. Cost $11.52 Unrealized -6.5%
PRF INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,548 Shares 9,058 Est. Cost $117.78 Unrealized
UNILEVER PLC 0.3%
Value ($000) $1,487 Shares 32,622 Est. Cost $55.36 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.3%
Value ($000) $1,408 Shares 12,942 Est. Cost $184.33 Unrealized
SPDW SPDR INDEX SHS FDS 0.3%
Value ($000) $1,389 Shares 40,508 Est. Cost $28.88 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $1,282 Shares 11,879 Est. Cost $80.72 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $1,257 Shares 4,686 Est. Cost $196.25 Unrealized
O REALTY INCOME CORP 0.2%
Value ($000) $1,248 Shares 18,010 Est. Cost $36.80 Unrealized +50.3%
GSY INVESCO ACTIVELY MANAGED ETF 0.2%
Value ($000) $1,206 Shares 24,200 Est. Cost $50.51 Unrealized
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $1,183 Shares 14,034 Est. Cost $53.08 Unrealized +57.1%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1,143 Shares 7,480 Est. Cost $76.53 Unrealized +85.7%
BAC BK OF AMERICA CORP 0.2%
Value ($000) $1,139 Shares 27,638 Est. Cost $25.14 Unrealized +62.4%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,137 Shares 2,576 Est. Cost $276.94 Unrealized +31.8%
TDIV FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,105 Shares 18,749 Est. Cost $35.21 Unrealized
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $1,101 Shares 469 Est. Cost $2298.42 Unrealized 0.0%
SPEU SPDR INDEX SHS FDS 0.2%
Value ($000) $1,083 Shares 27,873 Est. Cost $36.34 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $1,066 Shares 4,786 Est. Cost $133.18 Unrealized +46.8%
HYG ISHARES TR 0.2%
Value ($000) $1,004 Shares 241,200 Est. Cost $85.88 Unrealized
JMST J P MORGAN EXCHANGE-TRADED F 0.2%
Value ($000) $999 Shares 19,725 Est. Cost $50.65 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $998 Shares 12,161 Est. Cost $47.53 Unrealized +47.0%
SCHE SCHWAB STRATEGIC TR 0.2%
Value ($000) $963 Shares 34,683 Est. Cost $27.52 Unrealized
SPTS SPDR SER TR 0.2%
Value ($000) $912 Shares 30,758 Est. Cost $30.11 Unrealized
DGRW WISDOMTREE TR 0.2%
Value ($000) $881 Shares 13,833 Est. Cost $41.45 Unrealized
SCHA SCHWAB STRATEGIC TR 0.2%
Value ($000) $872 Shares 18,411 Est. Cost $62.68 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $864 Shares 31,194 Est. Cost $24.02 Unrealized
ESGE ISHARES INC 0.2%
Value ($000) $835 Shares 22,728 Est. Cost $36.74 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $835 Shares 6,096 Est. Cost $97.56 Unrealized
NUE NUCOR CORP 0.2%
Value ($000) $822 Shares 5,528 Est. Cost $99.57 Unrealized +16.0%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $772 Shares 21,035 Est. Cost $33.83 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $702 Shares 651 Est. Cost $132.21 Unrealized +135.6%
IUSG ISHARES TR 0.1%
Value ($000) $701 Shares 6,639 Est. Cost $93.99 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $698 Shares 1,546 Est. Cost $444.57 Unrealized
DSI ISHARES TR 0.1%
Value ($000) $683 Shares 7,886 Est. Cost $85.20 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $605 Shares 4,415 Est. Cost $69.13 Unrealized +55.7%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $591 Shares 2,351 Est. Cost $197.68 Unrealized +8.7%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $574 Shares 12,450 Est. Cost $43.50 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $557 Shares 7,444 Est. Cost $74.55 Unrealized
WPC WP CAREY INC 0.1%
Value ($000) $554 Shares 6,856 Est. Cost $69.25 Unrealized
JNK SPDR SER TR 0.1%
Value ($000) $553 Shares 5,394 Est. Cost $105.14 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $543 Shares 3,230 Est. Cost $115.24 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $528 Shares 2,134 Est. Cost $187.13 Unrealized +21.7%
ITA ISHARES TR 0.1%
Value ($000) $528 Shares 4,763 Est. Cost $104.14 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $526 Shares 6,090 Est. Cost $69.02 Unrealized +5.5%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $503 Shares 1,843 Est. Cost $19.61 Unrealized +27.6%
DE DEERE & CO 0.1%
Value ($000) $492 Shares 1,185 Est. Cost $323.09 Unrealized +12.4%
BP BP PLC 0.1%
Value ($000) $489 Shares 16,622 Est. Cost $39.25 Unrealized
MINT PIMCO ETF TR 0.1%
Value ($000) $483 Shares 4,821 Est. Cost $100.19 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $481 Shares 1,809 Est. Cost $215.84 Unrealized +11.7%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $474 Shares 12,367 Est. Cost $30.57 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $456 Shares 2,128 Est. Cost $132.88 Unrealized +33.3%
MO ALTRIA GROUP INC 0.1%
Value ($000) $454 Shares 8,687 Est. Cost $32.05 Unrealized +15.9%
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $440 Shares 10,410 Est. Cost $42.27 Unrealized
GTO INVESCO ACTIVELY MANAGED ETF 0.1%
Value ($000) $437 Shares 8,339 Est. Cost $52.40 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $433 Shares 5,543 Est. Cost $78.12 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $429 Shares 3,846 Est. Cost $64.46 Unrealized +38.4%
CLF CLEVELAND-CLIFFS INC NEW 0.1%
Value ($000) $428 Shares 13,285 Est. Cost $22.79 Unrealized -0.0%
RDVY FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $425 Shares 8,672 Est. Cost $49.01 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $413 Shares 924 Est. Cost $299.44 Unrealized +29.5%
IVW ISHARES TR 0.1%
Value ($000) $407 Shares 5,323 Est. Cost $72.85 Unrealized
ISMD NORTHERN LTS FD TR IV 0.1%
Value ($000) $403 Shares 12,155 Est. Cost $35.13 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $396 Shares 15,349 Est. Cost $22.04 Unrealized
EFAV ISHARES TR 0.1%
Value ($000) $395 Shares 5,471 Est. Cost $69.69 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $392 Shares 1,569 Est. Cost $232.48 Unrealized +14.6%
DGRO ISHARES TR 0.1%
Value ($000) $378 Shares 7,075 Est. Cost $34.89 Unrealized
DWM WISDOMTREE TR 0.1%
Value ($000) $362 Shares 6,868 Est. Cost $39.46 Unrealized
KR KROGER CO 0.1%
Value ($000) $361 Shares 6,285 Est. Cost $32.46 Unrealized +40.6%
ABT ABBOTT LABS 0.1%
Value ($000) $350 Shares 2,958 Est. Cost $53.86 Unrealized +114.2%
GLD SPDR GOLD TR 0.1%
Value ($000) $346 Shares 1,915 Est. Cost $164.04 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $343 Shares 2,970 Est. Cost $215.48 Unrealized -38.4%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $341 Shares 4,380 Est. Cost $44.34 Unrealized +88.1%
MDT MEDTRONIC PLC 0.1%
Value ($000) $328 Shares 2,957 Est. Cost $73.64 Unrealized +27.2%
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $324 Shares 1,604 Est. Cost $157.13 Unrealized 0.0%
SCHZ SCHWAB STRATEGIC TR 0.1%
Value ($000) $314 Shares 6,215 Est. Cost $51.72 Unrealized
DBA INVESCO DB MULTI-SECTOR COMM 0.1%
Value ($000) $279 Shares 12,758 Est. Cost $21.87 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $276 Shares 3,050 Est. Cost $90.49 Unrealized
RWR SPDR SER TR 0.1%
Value ($000) $270 Shares 2,304 Est. Cost $103.33 Unrealized
BA BOEING CO 0.1%
Value ($000) $269 Shares 1,403 Est. Cost $315.58 Unrealized -36.4%
SHYD VANECK ETF TRUST 0.0%
Value ($000) $264 Shares 11,358 Est. Cost $24.41 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $257 Shares 29,000 Est. Cost $444.57 Unrealized
RSPU INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $257 Shares 2,122 Est. Cost $85.21 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $255 Shares 868 Est. Cost $198.70 Unrealized +23.7%
PECO PHILLIPS EDISON & CO INC 0.0%
Value ($000) $254 Shares 7,375 Est. Cost $34.44 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $251 Shares 1,499 Est. Cost $113.69 Unrealized +30.5%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $244 Shares 2,370 Est. Cost $102.95 Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $240 Shares 4,835 Est. Cost $49.93 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $238 Shares 4,913 Est. Cost $48.49 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value ($000) $233 Shares 1,096 Est. Cost $219.90 Unrealized -13.0%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $233 Shares 3,895 Est. Cost $46.74 Unrealized +24.4%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $233 Shares 3,705 Est. Cost $44.56 Unrealized +31.6%
SBUX STARBUCKS CORP 0.0%
Value ($000) $232 Shares 2,547 Est. Cost $74.02 Unrealized +16.1%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $231 Shares 1,427 Est. Cost $146.78 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $223 Shares 2,377 Est. Cost $56.25 Unrealized +47.2%
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $212 Shares 3,990 Est. Cost $56.90 Unrealized
QEFA SPDR INDEX SHS FDS 0.0%
Value ($000) $212 Shares 2,938 Est. Cost $75.93 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $211 Shares 11,147 Est. Cost $10.13 Unrealized +40.1%
NTR NUTRIEN LTD 0.0%
Value ($000) $210 Shares 2,024 Est. Cost $73.42 Unrealized 0.0%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $210 Shares 3,513 Est. Cost $60.06 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $206 Shares 1,003 Est. Cost $174.85 Unrealized +12.5%
HON HONEYWELL INTL INC 0.0%
Value ($000) $206 Shares 1,058 Est. Cost $185.07 Unrealized -7.9%
PHYS SPROTT PHYSICAL GOLD TR 0.0%
Value ($000) $193 Shares 12,556 Est. Cost $15.37 Unrealized
NU NU HLDGS LTD 0.0%
Value ($000) $81 Shares 10,500 Est. Cost $8.03 Unrealized 0.0%
ROMEO POWER INC 0.0%
Value ($000) $30 Shares 20,400 Est. Cost $4.95 Unrealized
SJNK SPDR SER TR 0.0%
Value ($000) $22 Shares 149,300 Est. Cost $27.46 Unrealized
OPGEN INC 0.0%
Value ($000) $15 Shares 20,000 Est. Cost $1.00 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 10,800 Est. Cost $66.43 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $7 Shares 11,100 Est. Cost $115.19 Unrealized