Notify me when Allied Investment Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 97 | $628,345,186 | +$49,606,297 | -$29,628,691 | +$19,977,606 | SCHD, VHT, MSFT, JPM, CAT | 13F-HR | 04 Nov 2025, 12:31 |
| Q2 2025 | 87 | $571,939,355 | +$31,566,107 | -$2,214,637 | +$29,351,470 | SCHD, VHT, MSFT, VPU, JPM | 13F-HR | 31 Jul 2025, 13:21 |
| Q1 2025 | 86 | $527,446,520 | +$43,054,354 | -$9,307,652 | +$33,746,702 | SCHD, VHT, MSFT, VPU, JPM | 13F-HR | 08 Apr 2025, 15:36 |
| Q4 2024 | 79 | $496,216,222 | +$34,239,505 | -$6,708,508 | +$27,530,997 | SCHD, VHT, MSFT, VPU, AAPL | 13F-HR | 31 Jan 2025, 16:25 |
| Q3 2024 | 74 | $504,881,169 | +$57,342,499 | -$9,536,799 | +$47,805,700 | SCHD, VHT, MSFT, VPU, AAPL | 13F-HR | 04 Oct 2024, 16:35 |
| Q2 2024 | 74 | $426,194,072 | +$17,991,088 | -$1,779,665 | +$16,211,423 | VHT, MSFT, VPU, AAPL, JPM | 13F-HR | 12 Jul 2024, 14:44 |
| Q1 2024 | 70 | $414,157,720 | +$17,200,625 | -$1,255,770 | +$15,944,855 | VHT, MSFT, VPU, CAT, JPM | 13F-HR | 11 Apr 2024, 09:58 |
| Q4 2023 | 63 | $367,637,082 | +$7,975,427 | -$1,640,749 | +$6,334,678 | VHT, MSFT, VPU, AAPL, CAT | 13F-HR | 09 Jan 2024, 17:48 |
| Q3 2023 | 58 | $334,188,287 | +$19,442,096 | -$15,028,346 | +$4,413,750 | VHT, MSFT, AAPL, VPU, CAT | 13F-HR | 05 Oct 2023, 10:09 |
| Q2 2023 | 59 | $345,147,445 | +$12,095,034 | -$168,832 | +$11,926,202 | VHT, MSFT, AAPL, LOW, CAT | 13F-HR | 10 Jul 2023, 21:25 |
| Q1 2023 | 58 | $322,750,408 | +$6,994,081 | -$852,795 | +$6,141,286 | VHT, MSFT, AAPL, XOM, CVX | 13F-HR | 17 Apr 2023, 21:41 |
| Q4 2022 | 57 | $319,782,037 | +$13,014,702 | -$2,356,250 | +$10,658,452 | VHT, MSFT, CVX, XOM, AAPL | 13F-HR | 12 Jan 2023, 20:13 |
| Q3 2022 | 55 | $268,092,000 | +$8,780,287 | -$96,302 | +$8,683,985 | VHT, MSFT, AAPL, XOM, CVX | 13F-HR | 13 Oct 2022, 07:00 |
| Q2 2022 | 55 | $278,767,000 | +$5,866,399 | -$694,964 | +$5,171,435 | VHT, MSFT, AAPL, XOM, CVX | 13F-HR | 13 Jul 2022, 13:25 |
| Q1 2022 | 62 | $306,750,209 | +$26,084,028 | -$32,466 | +$26,051,562 | VHT, MSFT, AAPL, CVX, XOM | 13F-HR | 11 Apr 2022, 16:45 |
| Q4 2021 | 61 | $292,265,000 | +$7,625,688 | -$755,803 | +$6,869,885 | VHT, MSFT, AAPL, LOW, JPM | 13F-HR | 19 Jan 2022, 20:36 |
| Q3 2021 | 56 | $264,376,000 | +$1,678,852 | -$1,315,065 | +$363,787 | VHT, MSFT, AAPL, LOW, JPM | 13F-HR | 12 Oct 2021, 21:42 |
| Q2 2021 | 56 | $265,520,000 | +$22,180,342 | -$2,122,570 | +$20,057,772 | VHT, MSFT, AAPL, TGT, LOW | 13F-HR | 16 Jul 2021, 16:59 |
| Q1 2021 | 52 | $233,508,000 | +$7,311,214 | -$3,232,203 | +$4,079,011 | VHT, MSFT, AAPL, CAT, DE | 13F-HR | 20 Apr 2021, 15:20 |
| Q4 2020 | 49 | $208,077,000 | +$3,037,764 | -$2,808,750 | +$229,014 | VHT, MSFT, AAPL, LOW, CAT | 13F-HR | 15 Jan 2021, 18:43 |
| Q3 2020 | 46 | $185,902,000 | +$8,622,167 | -$2,899,461 | +$5,722,706 | VHT, MSFT, AAPL, LOW, FDX | 13F-HR | 13 Oct 2020, 12:03 |
| Q2 2020 | 46 | $173,597,000 | +$19,390,726 | -$2,554,796 | +$16,835,930 | VHT, MSFT, AAPL, LOW, JNJ | 13F-HR | 10 Jul 2020, 16:52 |
| Q1 2020 | 43 | $134,881,000 | +$18,153,096 | -$7,015,736 | +$11,137,360 | VHT, MSFT, AAPL, JNJ, WMT | 13F-HR | 17 Apr 2020, 17:28 |
| Q4 2019 | 45 | $169,246,000 | +$2,262,386 | -$1,922,731 | +$339,655 | VHT, MSFT, VDE, AAPL, JPM | 13F-HR | 24 Jan 2020, 09:14 |
| Q3 2019 | 46 | $155,240,000 | +$3,500,694 | -$685,620 | +$2,815,074 | VHT, MSFT, VDE, AAPL, PG | 13F-HR | 17 Oct 2019, 14:32 |
| Q2 2019 | 48 | $149,087,000 | +$3,536,501 | -$1,014,549 | +$2,521,952 | VHT, MSFT, VDE, AAPL, PG | 13F-HR | 16 Jul 2019, 19:53 |
| Q1 2019 | 45 | $144,222,000 | +$16,166,413 | -$730,712 | +$15,435,701 | VHT, VDE, MSFT, AAPL, JNJ | 13F-HR | 22 Apr 2019, 16:58 |
| Q4 2018 | 43 | $121,082,000 | +$4,997,159 | -$238,200 | +$4,758,959 | VHT, MSFT, VDE, JNJ, ABT | 13F-HR | 01 Feb 2019, 06:42 |
| Q3 2018 | 44 | $134,602,000 | +$4,855,389 | -$3,142,135 | +$1,713,254 | VHT, VDE, MSFT, AAPL, JNJ | 13F-HR | 22 Oct 2018, 18:53 |
| Q2 2018 | 47 | $122,749,000 | +$3,015,986 | -$2,978,206 | +$37,780 | VHT, MSFT, VDE, AAPL, JPM | 13F-HR | 26 Jul 2018, 16:02 |
| Q1 2018 | 48 | $121,429,000 | +$17,897,241 | -$10,883,650 | +$7,013,591 | VHT, MSFT, VDE, JPM, AAPL | 13F-HR | 25 Apr 2018, 18:58 |
| Q4 2017 | 48 | $118,667,000 | $0 | VHT, MSFT, VGT, CAT, JPM | 13F-HR | 01 Feb 2018, 10:15 |