Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Allied Investment Advisors LLC
  City: BILLINGS
  State: MT
  Zip: 59106
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $414,158,000
  Total Value Change : $46,525,000
  Securities Held Change : 7
   
All Securities Held : 70
  New Positions : 7
  Closed Positions : 1
  Increased Positions : 41
  Unchanged Positions : 13
  Decreased Positions : 9

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 13     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (AAON)1 Year Chart         AAON AAON Inc 34 - $75.49 $2,916,000 33,100 0.7% 471,000 0 0.041    General Building Mate...
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 37 - $621,000.00 $1,269,000 2 0.31% 184,000 0 0    Property & Casualty I...
   (SPLV)1 Year Chart         SPLV Powershares S&Amp;P 500 Low... 41 - $65.40 $804,000 12,200 0.19% 40,000 0 0.008    N/A
   (DFUS)1 Year Chart         DFUS Dimensional U S Equity Etf 46 - $56.72 $442,000 7,752 0.11% 40,000 0 0.001    N/A
   (CSL)1 Year Chart         CSL Carlisle Companies Inc 50 - $414.69 $321,000 820 0.08% 65,000 0 0.002    Rubber & Plastics
   (SCHV)1 Year Chart         SCHV Schwab Strategic Trust 52 - $74.77 $307,000 4,043 0.07% 24,000 0 0    Closed - End Fund - Debt
   (IJK)1 Year Chart         IJK iShares S&P mC400/BARRA GR 51 - $89.50 $307,000 3,363 0.07% 41,000 0 0.006    Closed - End Fund - E...
   (MCD)1 Year Chart         MCD McDonalds Corp 53 - $271.32 $303,000 1,073 0.07% -15,000 0 0    Restaurants
   (FIBK)1 Year Chart         FIBK First Interstate Bancsystem... 56 - $27.51 $278,000 10,210 0.07% -36,000 0 0.01    Domestic Regional Banks
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 58 - $336.86 $244,000 724 0.06% 25,000 0 0    Closed - End Fund - E...
   (IJJ)1 Year Chart         IJJ iShares S&P MC 400/BARRA VL 59 - $116.60 $236,000 1,994 0.06% 9,000 0 0.003    Closed - End Fund - E...
   (GERN)1 Year Chart         GERN Geron Corporation 69 - $3.74 $69,000 20,959 0.02% 25,000 0 0.004    Drug Manufacturers - ...
   (RVYL)1 Year Chart         RVYL Ryvyl Ord Shs 70 - $0.00 $43,000 14,684 0.01% -18,000 0 0.272    N/A
      13 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us