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CIK: 0001729869
Total reported value
$796.5M
$796.5M
86 檔
18.3%
At the close of Q1 2025, Allied Investment Advisors, LLC disclosed equity holdings valued at approximately $796.5M, spread across 86 reported holdings.
In Q1 2025, Allied Investment Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 8.12% | -0.54% | +5.25% | |
| 2 | VHT | Vanguard Health Care ETF | ETF-Other | 7.35% | +0.09% | +6.87% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.44% | -0.32% | +2.14% | |
| 4 | VPU | Vanguard Utilities ETF | ETF-Other | 4.44% | -0.30% | +4.43% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.26% | -0.03% | +0.93% | |
| 6 | CAT | Caterpillar Inc | Stock-Industrials | 2.69% | -1.26% | +2.91% | |
| 7 | WFC | Wells Fargo & Co | Stock-Financials | 2.69% | -0.13% | -0.38% | |
| 8 | RTX | Rtx CORP | Stock-Industrials | 2.65% | -0.33% | +2.86% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.60% | -3.08% | EXIT | |
| 10 | SHEL | Shell Plc-adr | Stock-Energy | 2.52% | -0.68% | +4.57% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 2.52% | -0.76% | +4.30% | |
| 12 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.44% | -0.28% | +4.93% | |
| 13 | BAC | Bank Of America CORP | Stock-Financials | 2.43% | +0.11% | +4.43% | |
| 14 | DE | Deere & Co | Stock-Industrials | 2.39% | +0.02% | +2.00% | |
| 15 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.29% | +0.09% | +1.04% | |
| 16 | ABT | Abbott Laboratories | Stock-Healthcare | 2.27% | -0.15% | +4.03% | |
| 17 | MMM | 3m Co | Stock-Industrials | 2.25% | +0.03% | +2.77% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.17% | -0.19% | +10.31% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 2.15% | -0.02% | -38.87% | |
| 20 | EMR | Emerson Electric Co | Stock-Industrials | 2.15% | -0.05% | +3.20% | |
| 21 | OTIS | Otis Worldwide CORP | Stock-Industrials | 2.14% | -0.12% | +6.04% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.13% | -0.08% | +6.03% | |
| 23 | STT | State Street CORP | Stock-Financials | 2.06% | +0.29% | +3.34% | |
| 24 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 2.01% | — | +5.04% | |
| 25 | FDX | Fedex CORP | Stock-Industrials | 2.01% | -0.56% | +6.47% | |
| 26 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 2.00% | +0.15% | +6.56% | |
| 27 | MDT | Medtronic plc | Stock-Healthcare | 1.97% | -0.22% | +8.46% | |
| 28 | SYY | Sysco CORP | Stock-Consumer Staples | 1.96% | +0.15% | +9.15% | |
| 29 | USB | US Bancorp | Stock-Financials | 1.88% | +0.09% | +4.89% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.82% | -0.34% | +13.82% | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.74% | -0.47% | +9.77% | |
| 32 | AAON | Aaon Inc | Stock-Industrials | 1.71% | +0.49% | -6.91% | |
| 33 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.51% | +0.14% | — | |
| 34 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 1.49% | +0.04% | +17.72% | |
| 35 | PFE | Pfizer Inc | Stock-Healthcare | 1.46% | -0.27% | +15.66% | |
| 36 | TGT | Target CORP | Stock-Consumer Disc | 1.38% | -0.02% | +14.13% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.77% | +0.02% | — | |
| 38 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.74% | +0.21% | +249.37% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.01% | — | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.34% | -0.09% | — | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.32% | -0.08% | +0.85% | |
| 42 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.32% | -0.01% | +0.42% | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.30% | -0.02% | — | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.27% | -0.04% | -9.72% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.24% | — | -5.11% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.22% | +0.04% | — | |
| 47 | PICK | Ishares Msci Global Metals & | ETF-Other | 0.22% | -0.06% | — | |
| 48 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.17% | -0.02% | — | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.13% | — | +127.43% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.13% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 2 | VHT | Vanguard Health Care ETF | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | VPU | Vanguard Utilities ETF | — | NEW | New buy |
| 5 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 6 | CAT | Caterpillar Inc | — | NEW | New buy |
| 7 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 8 | RTX | Rtx CORP | — | NEW | New buy |
| 9 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 10 | SHEL | Shell Plc-adr | — | NEW | New buy |
| 11 | CVX | Chevron CORP | — | NEW | New buy |
| 12 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 13 | BAC | Bank Of America CORP | — | NEW | New buy |
| 14 | DE | Deere & Co | — | NEW | New buy |
| 15 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 16 | ABT | Abbott Laboratories | — | NEW | New buy |
| 17 | MMM | 3m Co | — | NEW | New buy |
| 18 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 19 | AAPL | Apple Inc | — | NEW | New buy |
| 20 | EMR | Emerson Electric Co | — | NEW | New buy |
| 21 | OTIS | Otis Worldwide CORP | — | NEW | New buy |
| 22 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 23 | STT | State Street CORP | — | NEW | New buy |
| 24 | TTEN | Totalenergies Se -spon Adr | — | NEW | New buy |
| 25 | FDX | Fedex CORP | — | NEW | New buy |
| 26 | KMB | Kimberly-clark CORP | — | NEW | New buy |
| 27 | MDT | Medtronic plc | — | NEW | New buy |
| 28 | SYY | Sysco CORP | — | NEW | New buy |
| 29 | USB | US Bancorp | — | NEW | New buy |
| 30 | PEP | Pepsico Inc | — | NEW | New buy |
| 31 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 32 | AAON | Aaon Inc | — | NEW | New buy |
| 33 | GPC | Genuine Parts Co | — | NEW | New buy |
| 34 | DEO | Diageo Plc-sponsored Adr | — | NEW | New buy |
| 35 | PFE | Pfizer Inc | — | NEW | New buy |
| 36 | TGT | Target CORP | — | NEW | New buy |
| 37 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 38 | VGK | Vanguard Ftse Europe ETF | — | NEW | New buy |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 40 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 41 | WMT | Walmart Inc | — | NEW | New buy |
| 42 | NOBL | Proshares S&p 500 Dividend A | — | NEW | New buy |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 44 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 45 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 46 | VGT | Vanguard Info Tech ETF | — | NEW | New buy |
| 47 | PICK | Ishares Msci Global Metals & | — | NEW | New buy |
| 48 | SPLV | Invesco S&p 500 Low Volatili | — | NEW | New buy |
| 49 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 50 | HD | Home Depot Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Allied Investment Advisors, LLC reported a total U.S. public equity portfolio value of $796.5M across 86 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHD, VHT, MSFT) accounted for 18.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
SCHD
市值: $42.8M
During Q1 2025, Allied Investment Advisors, LLC's top holdings by market value included SCHD (8.1%)、VHT (7.3%)、MSFT (4.4%). The largest single position, SCHD, represented 8.1% of total portfolio value.
In Q1 2025, Allied Investment Advisors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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