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  Name: ALLEN WEALTH MANAGEMENT LLC
  City: Boone
  State: NC
  Zip: 28607
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $113,353,000
  Total Value Change : $11,244,000
  Securities Held Change : 5
   
All Securities Held : 57
  New Positions : 5
  Closed Positions : 0
  Increased Positions : 25
  Unchanged Positions : 4
  Decreased Positions : 23

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MDT)1 Year Chart         MDT Medtronic Plc 20 New $81.66 $1,425,000 16,356 1.26% 1,425,000 16,356 0.001    Medical Appliances & ...
   (LNC)1 Year Chart         LNC Lincoln National Corp 22 New $31.05 $1,394,000 43,657 1.23% 1,394,000 43,657 0.023    Life & Health Insurance
   (NTR)1 Year Chart         NTR Nutrien Ltd 23 New $51.28 $1,318,000 24,268 1.16% 1,318,000 24,268 0.004    N/A
   (KVUE)1 Year Chart         KVUE Kenvue Inc. 24 New $18.03 $1,290,000 60,109 1.14% 1,290,000 60,109 0.003    N/A
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 57 New $166.56 $229,000 1,255 0.2% 229,000 1,255 0    Drug Manufacturers - ...

      5 Records Found
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