Avoid Fraud, Get The Facts, And Find The Best
Legal Name: ALLEN INVESTMENT MANAGEMENT, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 12, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
COMCAST CORP (20030N101)
|
4,395,147 |
$185,827k |
|
MICROSOFT CORP (594918104)
|
1,381,910 |
$185,121k |
|
CHARTER COMMUNICATIO (16119P108)
|
461,056 |
$182,200k |
|
LABORATORY CORP AMER (50540R409)
|
1,008,774 |
$174,417k |
|
TRANSDIGM GROUP INC COM (893641100)
|
355,685 |
$172,080k |
|
Alphabet Inc (02079K107)
|
152,387 |
$164,717k |
|
ADVANCE AUTO PARTS (00751Y106)
|
1,058,722 |
$163,191k |
|
Amazon.com Inc (023135106)
|
80,550 |
$152,532k |
|
Facebook Inc (30303M102)
|
783,412 |
$151,199k |
|
US FOODS HLDG CORP (912008109)
|
3,984,882 |
$142,499k |
|
LOWES CO (548661107)
|
1,359,585 |
$137,196k |
|
UNITEDHEALTH GRP INC (91324P102)
|
547,537 |
$133,605k |
|
Booking Holdings, Inc. (09857L108)
|
69,267 |
$129,856k |
|
MOODYS CORP (615369105)
|
626,112 |
$122,286k |
|
SYSCO CORP (871829107)
|
1,319,481 |
$93,314k |
|
Charles Schwab Corp/The (808513105)
|
1,652,207 |
$66,402k |
|
SERVICENOW INC (81762P102)
|
204,248 |
$56,080k |
|
EQUINIX INC (29444U700)
|
84,208 |
$42,465k |
|
ALPS ALERIAN MLP ETF (00162Q866)
|
4,256,987 |
$41,931k |
|
S&P GLOBAL INC (78409V104)
|
180,785 |
$41,181k |
|
FISERV INC (337738108)
|
450,668 |
$41,083k |
|
iShares Core MSCI Total Intern (46432F834)
|
673,328 |
$39,484k |
|
SHERWIN WILLIAMS CO (824348106)
|
57,405 |
$26,308k |
|
JOHNSON & JOHNSON (478160104)
|
171,168 |
$23,840k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
141,438 |
$21,228k |
|
UNITED TECHNOLOGIES (913017109)
|
162,835 |
$21,201k |
|
IQVIA HOLDINGS INC (46266C105)
|
122,977 |
$19,787k |
|
ACTIVISION BLIZZARD INC (00507V109)
|
403,227 |
$19,032k |
|
Twitter Inc (90184L102)
|
416,595 |
$14,539k |
|
LIBERTY BROADBAND CORP (530307107)
|
137,130 |
$14,102k |
|
MONGODB INC CL A (60937P106)
|
91,816 |
$13,964k |
|
Netflix Inc (64110L106)
|
34,812 |
$12,787k |
|
ALIBABA GROUP HLDG LTD (01609W102)
|
72,214 |
$12,237k |
|
DANAHER CORP (235851102)
|
77,761 |
$11,114k |
|
LIBERTY BROADBAND CORP (530307305)
|
102,938 |
$10,728k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
33,917 |
$9,938k |
|
ALPHABET INC (02079K305)
|
8,361 |
$9,053k |
|
GENERAL ELECTRIC CO (369604103)
|
832,696 |
$8,743k |
|
Berkshire Hathaway, Inc. (084670702)
|
39,573 |
$8,436k |
|
MercadoLibre Inc (58733R102)
|
12,863 |
$7,869k |
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
143,622 |
$7,388k |
|
VANGUARD BD INDEX FD INC (921937827)
|
91,690 |
$7,384k |
|
KAYNE ANDERS MLP/MID (486606106)
|
459,818 |
$7,040k |
|
Tortoise Energy Infrastructu (89147L100)
|
305,458 |
$6,888k |
|
PROCTER & GAMBLE CO (742718109)
|
62,615 |
$6,866k |
|
CLEARBRIDGE MLP AND MIDSTRM (184692101)
|
573,531 |
$6,854k |
|
Tortoise Midstream Energy Fund (89148B101)
|
507,765 |
$6,850k |
|
GENERAL DYNAMICS (369550108)
|
35,326 |
$6,423k |
|
IHS MARKIT LTD (G47567105)
|
100,722 |
$6,418k |
|
ADOBE INC (00724F101)
|
21,562 |
$6,353k |
|
ISHARES TR (464288240)
|
133,170 |
$6,227k |
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
100,606 |
$6,181k |
|
ISHARES TR (464288257)
|
83,527 |
$6,157k |
|
3M CO (88579Y101)
|
34,865 |
$6,043k |
|
ABIOMED INC (003654100)
|
21,937 |
$5,714k |
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
38,843 |
$5,071k |
|
Apple Inc (037833100)
|
25,537 |
$5,054k |
|
LIBERTY GLOBAL PLC (G5480U104)
|
179,024 |
$4,832k |
|
MONDELEZ INTL INC (609207105)
|
88,792 |
$4,786k |
|
PayPal Holdings Inc (70450Y103)
|
39,454 |
$4,516k |
|
COCA-COLA CO (191216100)
|
85,378 |
$4,347k |
|
Boeing Co/The (097023105)
|
11,822 |
$4,303k |
|
salesforce.com Inc (79466L302)
|
28,269 |
$4,289k |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
22,715 |
$4,242k |
|
TABLEAU SOFTWARE INC CL A (87336U105)
|
25,516 |
$4,236k |
|
COUPA SOFTWARE INC COM (22266L106)
|
32,802 |
$4,153k |
|
ARES CAP CORP (04010L103)
|
218,336 |
$3,917k |
|
BERKSHIRE HATHAWAY (084670108)
|
12 |
$3,820k |
|
DIAGEO P L C (25243Q205)
|
21,991 |
$3,789k |
|
SPDR SER TR (78468R739)
|
77,391 |
$3,787k |
|
Shopify Inc (82509L107)
|
12,560 |
$3,770k |
|
iShares Short Term Nat'l Muni (464288158)
|
35,329 |
$3,764k |
|
ISHARES (464287234)
|
86,731 |
$3,722k |
|
MASTERCARD INC (57636Q104)
|
13,981 |
$3,698k |
|
UNILEVER PLC (904767704)
|
57,134 |
$3,541k |
|
Illumina Inc (452327109)
|
9,208 |
$3,390k |
|
Square Inc (852234103)
|
46,652 |
$3,384k |
|
Twilio Inc (90138F102)
|
23,400 |
$3,191k |
|
Spotify Technology SA (L8681T102)
|
21,363 |
$3,124k |
|
EXPEDIA GROUP INC (30212P303)
|
22,722 |
$3,023k |
|
Baidu Inc (056752108)
|
23,779 |
$2,791k |
|
PAYCOM SOFTWARE (70432V102)
|
12,046 |
$2,731k |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
20,656 |
$2,628k |
|
ISHARES TR CORE S&P TTL STK (464287150)
|
39,340 |
$2,621k |
|
VANGUARD BD INDEX FD INC (921937819)
|
27,475 |
$2,377k |
|
ETSY INC COM (29786A106)
|
38,618 |
$2,370k |
|
BLACKSTONE GROUP (09253U108)
|
52,420 |
$2,328k |
|
COGNEX CORP (192422103)
|
45,400 |
$2,178k |
|
Incyte Corp (45337C102)
|
18,863 |
$1,603k |
|
B. Riley Wealth Management, Inc. (037612306)
|
41,305 |
$1,417k |
|
OAKTREE CAP GROUP (674001201)
|
28,029 |
$1,389k |
|
THIRD PT REINS LTD (G8827U100)
|
125,000 |
$1,290k |
|
KKR & CO INC (48251W104)
|
50,471 |
$1,275k |
|
CARLYLE GROUP L P (14309L102)
|
52,115 |
$1,178k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
6,985 |
$1,086k |
|
SONY CORP-ADR (B:SNE US) (835699307)
|
20,172 |
$1,057k |
|
PALO ALTO NETWORKS (697435105)
|
5,117 |
$1,043k |
|
Ionis Pharmaceuticals Inc (462222100)
|
15,680 |
$1,008k |
|
INVESCO EXCHANGE TRADED FD T (46137V258)
|
15,073 |
$980k |
|
ABBOTT LABS (002824100)
|
11,627 |
$978k |
|
MERCK & CO INC (58933Y105)
|
11,326 |
$950k |
|
ISHARES (464287465)
|
13,414 |
$882k |
|
INTEL CORP (458140100)
|
17,483 |
$837k |
|
ISHARES RUS (464287689)
|
4,807 |
$829k |
|
ISHA (464287101)
|
6,353 |
$823k |
|
DONALDSON INC COM (257651109)
|
16,000 |
$814k |
|
DOVER CORP (260003108)
|
7,987 |
$800k |
|
JD.com Inc (47215P106)
|
26,130 |
$791k |
|
CINCINNATI FINL CORP (172062101)
|
7,622 |
$790k |
|
NEKTAR THERAPEUTICS (640268108)
|
21,362 |
$760k |
|
PEPSICO INC (713448108)
|
5,763 |
$756k |
|
PFIZER INC (717081103)
|
17,248 |
$747k |
|
Neurocrine Biosciences Inc. (64125C109)
|
8,147 |
$688k |
|
BlackRock, Inc. (09247X101)
|
1,433 |
$673k |
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
2,493 |
$671k |
|
HOME DEPOT INC (437076102)
|
3,078 |
$640k |
|
GRUBHUB INC (400110102)
|
7,991 |
$623k |
|
ABBVIE INC (00287Y109)
|
8,487 |
$617k |
|
TPG SPECIALTY LENDING INC (87265K102)
|
30,935 |
$606k |
|
ALTERYX INC (02156B103)
|
5,466 |
$596k |
|
ISHARES (464288752)
|
15,165 |
$579k |
|
LendingClub Corp (52603A109)
|
167,140 |
$548k |
|
UNILEVER N.V (904784709)
|
9,020 |
$548k |
|
AEP (025537101)
|
6,066 |
$534k |
|
SMARTSHEET INC-CLASS A (83200N103)
|
10,598 |
$513k |
|
ALTRIA GROUP INC (02209S103)
|
10,555 |
$500k |
|
NIKE INC (654106103)
|
5,815 |
$488k |
|
BLACKROCK TCP CAP CORP (09259E108)
|
33,024 |
$471k |
|
CARGURUS INC (141788109)
|
12,917 |
$466k |
|
UNITED THERAPEUTICS CORP DEL (91307C102)
|
5,923 |
$462k |
|
MCDONALDS CORP (580135101)
|
2,201 |
$457k |
|
ISHARES (464287887)
|
2,500 |
$456k |
|
JPMORGAN CHASE & CO (46625H100)
|
3,983 |
$445k |
|
ConocoPhillips (20825C104)
|
7,175 |
$438k |
|
FOMENTO ECON MEXI (344419106)
|
4,500 |
$435k |
|
MARRIOTT INTL INC (571903202)
|
3,100 |
$435k |
|
ISHARES TR S&P MC 400GR ETF (464287606)
|
1,889 |
$427k |
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
2,969 |
$423k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
2,671 |
$420k |
|
EMERSON ELEC CO (291011104)
|
6,078 |
$406k |
|
EURONET WORLDWIDE INC (298736109)
|
2,404 |
$404k |
|
TJX COMPANIES INC (872540109)
|
7,600 |
$402k |
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
4,493 |
$400k |
|
ISHARES (464287630)
|
3,302 |
$398k |
|
CREDIT ACCEPTANCE CORP (225310101)
|
800 |
$387k |
|
TEXAS INSTRUMENTS (882508104)
|
3,340 |
$383k |
|
ROPER TECHNOLOGIES (776696106)
|
1,000 |
$366k |
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
3,943 |
$365k |
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
1,720 |
$345k |
|
PHILIP MORRIS INTL (718172109)
|
4,167 |
$327k |
|
COLGATE PALMOLIVE CO (194162103)
|
4,506 |
$323k |
|
MORGAN STANLEY (617446448)
|
7,363 |
$323k |
|
Phillips 66 (718546104)
|
3,443 |
$322k |
|
NORFOLK SOUTHERN (655844108)
|
1,589 |
$317k |
|
OKTA INC CL A (679295105)
|
2,561 |
$316k |
|
MARKEL CORP (570535104)
|
262 |
$285k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
3,616 |
$283k |
|
ENSTAR GROUP LTD (G3075P101)
|
1,600 |
$279k |
|
EPAM SYS INC COM USD0.001 (29414B104)
|
1,610 |
$279k |
|
SELECT SECTOR SPDR (81369Y407)
|
2,278 |
$272k |
|
ISHARES TR U.S. TECH ETF (464287721)
|
1,366 |
$270k |
|
GOLUB CAP BDC INC (38173M102)
|
14,894 |
$265k |
|
HUMANA INC (444859102)
|
1,000 |
$265k |
|
DuPont de Nemours Inc (26614N102)
|
3,481 |
$261k |
|
New Mtm Fin Corp (647551100)
|
18,558 |
$259k |
|
SELECT SECTOR SPDR TR SBI CONS STPLS (81369Y308)
|
4,313 |
$250k |
|
SELECT SECTOR SPDR (81369Y704)
|
3,202 |
$248k |
|
ELECTRONIC ARTS INC (285512109)
|
2,440 |
$247k |
|
BAXTER INTL INC (071813109)
|
2,990 |
$245k |
|
NVIDIA Corp (67066G104)
|
1,451 |
$238k |
|
PLURALSIGHT INC COM CL A (72941B106)
|
7,816 |
$237k |
|
MATADOR RES CO COM (576485205)
|
11,700 |
$233k |
|
IAC INTERACTIVECORP (44919P508)
|
1,037 |
$226k |
|
BROADCOM INC (11135F101)
|
779 |
$224k |
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
8,004 |
$221k |
|
Shutterstock (825690100)
|
5,500 |
$216k |
|
JEFFERIES FINANCIAL (47233W109)
|
11,050 |
$212k |
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
1,250 |
$204k |
|
GANNETT INC (36473H104)
|
15,170 |
$124k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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