Notify me when Allied Investment Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 97 | $628M | +$49.6M | -$29.6M | +$20M | SCHD, VHT, MSFT, JPM, CAT | 13F-HR | 11/4/2025, 12:31 PM |
| Q2 2025 | 87 | $572M | +$31.6M | -$2.21M | +$29.4M | SCHD, VHT, MSFT, VPU, JPM | 13F-HR | 7/31/2025, 01:21 PM |
| Q1 2025 | 86 | $527M | +$43.1M | -$9.31M | +$33.7M | SCHD, VHT, MSFT, VPU, JPM | 13F-HR | 4/8/2025, 03:36 PM |
| Q4 2024 | 79 | $496M | +$34.2M | -$6.71M | +$27.5M | SCHD, VHT, MSFT, VPU, AAPL | 13F-HR | 1/31/2025, 04:25 PM |
| Q3 2024 | 74 | $505M | +$57.3M | -$9.54M | +$47.8M | SCHD, VHT, MSFT, VPU, AAPL | 13F-HR | 10/4/2024, 04:35 PM |
| Q2 2024 | 74 | $426M | +$18M | -$1.78M | +$16.2M | VHT, MSFT, VPU, AAPL, JPM | 13F-HR | 7/12/2024, 02:44 PM |
| Q1 2024 | 70 | $414M | +$17.2M | -$1.26M | +$15.9M | VHT, MSFT, VPU, CAT, JPM | 13F-HR | 4/11/2024, 09:58 AM |
| Q4 2023 | 63 | $368M | +$7.98M | -$1.64M | +$6.33M | VHT, MSFT, VPU, AAPL, CAT | 13F-HR | 1/9/2024, 05:48 PM |
| Q3 2023 | 58 | $334M | +$19.4M | -$15M | +$4.41M | VHT, MSFT, AAPL, VPU, CAT | 13F-HR | 10/5/2023, 10:09 AM |
| Q2 2023 | 59 | $345M | +$12.1M | -$169K | +$11.9M | VHT, MSFT, AAPL, LOW, CAT | 13F-HR | 7/10/2023, 09:25 PM |
| Q1 2023 | 58 | $323M | +$6.99M | -$853K | +$6.14M | VHT, MSFT, AAPL, XOM, CVX | 13F-HR | 4/17/2023, 09:41 PM |
| Q4 2022 | 57 | $320M | +$13M | -$2.36M | +$10.7M | VHT, MSFT, CVX, XOM, AAPL | 13F-HR | 1/12/2023, 08:13 PM |
| Q3 2022 | 55 | $268M | +$8.78M | -$96.3K | +$8.68M | VHT, MSFT, AAPL, XOM, CVX | 13F-HR | 10/13/2022, 07:00 AM |
| Q2 2022 | 55 | $279M | +$5.87M | -$695K | +$5.17M | VHT, MSFT, AAPL, XOM, CVX | 13F-HR | 7/13/2022, 01:25 PM |
| Q1 2022 | 62 | $307M | +$26.1M | -$32.5K | +$26.1M | VHT, MSFT, AAPL, CVX, XOM | 13F-HR | 4/11/2022, 04:45 PM |
| Q4 2021 | 61 | $292M | +$7.63M | -$756K | +$6.87M | VHT, MSFT, AAPL, LOW, JPM | 13F-HR | 1/19/2022, 08:36 PM |
| Q3 2021 | 56 | $264M | +$1.68M | -$1.32M | +$364K | VHT, MSFT, AAPL, LOW, JPM | 13F-HR | 10/12/2021, 09:42 PM |
| Q2 2021 | 56 | $266M | +$22.2M | -$2.12M | +$20.1M | VHT, MSFT, AAPL, TGT, LOW | 13F-HR | 7/16/2021, 04:59 PM |
| Q1 2021 | 52 | $234M | +$7.31M | -$3.23M | +$4.08M | VHT, MSFT, AAPL, CAT, DE | 13F-HR | 4/20/2021, 03:20 PM |
| Q4 2020 | 49 | $208M | +$3.04M | -$2.81M | +$229K | VHT, MSFT, AAPL, LOW, CAT | 13F-HR | 1/15/2021, 06:43 PM |
| Q3 2020 | 46 | $186M | +$8.62M | -$2.9M | +$5.72M | VHT, MSFT, AAPL, LOW, FDX | 13F-HR | 10/13/2020, 12:03 PM |
| Q2 2020 | 46 | $174M | +$19.4M | -$2.55M | +$16.8M | VHT, MSFT, AAPL, LOW, JNJ | 13F-HR | 7/10/2020, 04:52 PM |
| Q1 2020 | 43 | $135M | +$18.2M | -$7.02M | +$11.1M | VHT, MSFT, AAPL, JNJ, WMT | 13F-HR | 4/17/2020, 05:28 PM |
| Q4 2019 | 45 | $169M | +$2.26M | -$1.92M | +$340K | VHT, MSFT, VDE, AAPL, JPM | 13F-HR | 1/24/2020, 09:14 AM |
| Q3 2019 | 46 | $155M | +$3.5M | -$686K | +$2.82M | VHT, MSFT, VDE, AAPL, PG | 13F-HR | 10/17/2019, 02:32 PM |
| Q2 2019 | 48 | $149M | +$3.54M | -$1.01M | +$2.52M | VHT, MSFT, VDE, AAPL, PG | 13F-HR | 7/16/2019, 07:53 PM |
| Q1 2019 | 45 | $144M | +$16.2M | -$731K | +$15.4M | VHT, VDE, MSFT, AAPL, JNJ | 13F-HR | 4/22/2019, 04:58 PM |
| Q4 2018 | 43 | $121M | +$5M | -$238K | +$4.76M | VHT, MSFT, VDE, JNJ, ABT | 13F-HR | 2/1/2019, 06:42 AM |
| Q3 2018 | 44 | $135M | +$4.86M | -$3.14M | +$1.71M | VHT, VDE, MSFT, AAPL, JNJ | 13F-HR | 10/22/2018, 06:53 PM |
| Q2 2018 | 47 | $123M | +$3.02M | -$2.98M | +$37.8K | VHT, MSFT, VDE, AAPL, JPM | 13F-HR | 7/26/2018, 04:02 PM |
| Q1 2018 | 48 | $121M | +$17.9M | -$10.9M | +$7.01M | VHT, MSFT, VDE, JPM, AAPL | 13F-HR | 4/25/2018, 06:58 PM |
| Q4 2017 | 48 | $119M | VHT, MSFT, VGT, CAT, JPM | 13F-HR | 2/1/2018, 10:15 AM |