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| Name: |
ALLEN WEALTH MANAGEMENT LLC |
| City: |
Boone |
| State: |
NC |
| Zip: |
28607 |
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data |
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Filing Period: |
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| Holdings
Found :
4 |
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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 |
|
DUK |
Duke Energy Corp |
27 |
- |
$103.89 |
$1,124,000 |
11,621 |
0.99% |
-4,000 |
0 |
0.002 |
Electric Utilities |
|
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NOC |
Northrop Grumman Corp |
41 |
- |
$470.22 |
$473,000 |
988 |
0.42% |
10,000 |
0 |
0.001 |
Aerospace/Defense - M... |
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BAC |
Bank of America Corp |
48 |
- |
$39.29 |
$291,000 |
7,673 |
0.26% |
33,000 |
0 |
0 |
Domestic Money Center... |
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MCD |
McDonalds Corp |
54 |
- |
$272.38 |
$267,000 |
947 |
0.24% |
-14,000 |
0 |
0 |
Restaurants |
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