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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Allen Capital Group, LLC

Quarter ended Q1 2025 · Filed May 2, 2025 · Accession 0001601384-25-000002

Total Value
$886.4M
Positions
254
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (254)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A854920,334$60.5M6.83%
2BERKSHIRE HATHAWAY INC DELBRK-A100,055$53.3M6.01%
3J P MORGAN EXCHANGE TRADED F46641Q6701,019,115$47.9M5.41%
4ISHARES TR46434V456987,057$39.2M4.42%
5VICTORY PORTFOLIOS II92647N527776,007$36.4M4.11%
6ETF SER SOLUTIONS26922A321591,866$32.1M3.62%
7APPLE INCAAPL102,314$22.7M2.56%
8DIMENSIONAL ETF TRUST25434V609384,170$19.8M2.23%
9ETFS GOLD TR00326A104572,725$17.1M1.93%
10JANUS DETROIT STR TR47103U845316,453$16.0M1.81%
11SPDR INDEX SHS FDS78463X509385,944$15.2M1.71%
12SPDR SER TR78468R853361,813$14.7M1.66%
13PIMCO ETF TR72201R585522,321$13.8M1.55%
14J P MORGAN EXCHANGE TRADED F46641Q332239,643$13.7M1.54%
15SPDR S&P 500 ETF TRSPY38,800$13.7M1.54%
16VICTORY PORTFOLIOS II92647X830393,940$13.5M1.52%
17J P MORGAN EXCHANGE TRADED F46641Q837257,773$13.1M1.47%
18AMERICAN CENTY ETF TR025072604184,798$11.1M1.25%
19SCHWAB STRATEGIC TR808524201499,783$11.0M1.24%
20TIDAL ETF TR886364660550,316$10.7M1.20%
21SCHWAB STRATEGIC TR808524870395,663$10.6M1.20%
22MICROSOFT CORPMSFT27,362$10.3M1.16%
23JPMORGAN CHASE & CO.VYLD40,552$9.9M1.12%
24WISDOMTREE TRWT190,329$9.6M1.08%
25JANUS DETROIT STR TR47103U852200,227$9.1M1.02%
26META PLATFORMS INCMETA14,709$8.5M0.96%
27EA SERIES TRUST02072L56568,893$7.7M0.87%
28AMAZON COM INCAMZN39,655$7.5M0.85%
29NVIDIA CORPORATIONNVDA68,986$7.5M0.84%
30HOME DEPOT INCHD20,157$7.4M0.83%
31ALPHABET INCGOOG45,999$7.1M0.80%
32SCHWAB CHARLES CORPSCHW-PJ90,514$7.1M0.80%
33CHEVRON CORP NEWCVX40,631$6.8M0.77%
34TAIWAN SEMICONDUCTOR MFG LTD87403910040,368$6.7M0.76%
35UNITEDHEALTH GROUP INCUNH12,731$6.7M0.75%
36KINDER MORGAN INC DELEP-PC232,507$6.6M0.75%
37BLACKSTONE INCBX47,024$6.6M0.74%
38VANECK ETF TRUST92189F64372,719$6.4M0.72%
39VANGUARD WHITEHALL FDS92194640646,339$6.0M0.67%
40CISCO SYS INCCSCO95,293$5.9M0.66%
41FIDELITY MERRIMACK STR TR316188309127,636$5.8M0.66%
42ISHARES TR46428720010,369$5.8M0.66%
43DEERE & CODE12,015$5.6M0.64%
44SPDR INDEX SHS FDS78463X772146,590$5.6M0.63%
45BERKSHIRE HATHAWAY INC DELBRK-A7$5.6M0.63%
46GENUINE PARTS COGPC44,008$5.2M0.59%
47WALMART INCWMT57,366$5.0M0.57%
48VERIZON COMMUNICATIONS INCVZ110,602$5.0M0.57%
49VISA INCV12,802$4.5M0.51%
50PROSHARES TR74348A46742,254$4.3M0.49%
51GOLDMAN SACHS ETF TRNVGLF42,206$4.2M0.48%
52UNILEVER PLCUNLYF70,622$4.2M0.47%
53INVESCO EXCHANGE TRADED FD TIVZ54,258$3.9M0.44%
54BROADRIDGE FINL SOLUTIONS IN11133T10316,186$3.9M0.44%
55BLACKROCK ETF TRUST IIBLK74,267$3.9M0.44%
56TRACTOR SUPPLY COTSCO69,106$3.8M0.43%
57JOHNSON & JOHNSONJNJ22,903$3.8M0.43%
58AMERICAN ELEC PWR CO INC02553710133,993$3.7M0.42%
59PFIZER INCPFE143,036$3.6M0.41%
60SCHWAB STRATEGIC TR808524805183,193$3.6M0.41%
61INTUITINTU5,846$3.6M0.40%
62ELEVANCE HEALTH INCELV7,729$3.4M0.38%
63VEEVA SYS INCVEEV13,737$3.2M0.36%
64EXXON MOBIL CORPXOM26,669$3.2M0.36%
65ALPS ETF TR00162Q45260,929$3.2M0.36%
66WISDOMTREE TRWT39,772$3.2M0.36%
67SCHWAB STRATEGIC TR80852473098,836$3.0M0.34%
68SNOWFLAKE INCSNOW20,059$2.9M0.33%
69NIKE INCNKE45,941$2.9M0.33%
70KLA CORPKLAC4,168$2.8M0.32%
71ONEOK INC NEWOKE27,785$2.8M0.31%
72SOUTHERN COSOMN29,280$2.7M0.30%
73SCHWAB STRATEGIC TR80852479794,374$2.6M0.30%
74PEPSICO INCPEP17,302$2.6M0.29%
75BOOKING HOLDINGS INCBKNG535$2.5M0.28%
76INVESCO EXCHANGE TRADED FD TIVZ70,627$2.4M0.27%
77SCHWAB STRATEGIC TR80852440987,883$2.3M0.26%
78ADOBE INCADBE6,021$2.3M0.26%
79ULTA BEAUTY INCULTA6,285$2.3M0.26%
80PAYPAL HLDGS INCPYPL35,279$2.3M0.26%
81SPDR SER TR78464A65687,031$2.3M0.26%
82WORKDAY INCWDAY9,566$2.2M0.25%
83ASML HOLDING N VASMLF3,365$2.2M0.25%
84VANGUARD TAX-MANAGED FDS92194385838,741$2.0M0.22%
85SCHWAB STRATEGIC TR80852430074,613$1.9M0.21%
86SPDR SER TR78468R10159,619$1.7M0.20%
87TESLA INCTSLA6,633$1.7M0.19%
88VANECK ETF TRUST92189H74832,455$1.7M0.19%
89DIAMONDBACK ENERGY INCFANG10,536$1.7M0.19%
90UNION PAC CORPUNP7,124$1.7M0.19%
91SCHWAB STRATEGIC TR80852460766,685$1.6M0.18%
92ISHARES TR46428780414,579$1.5M0.17%
93SCHWAB STRATEGIC TR80852470654,205$1.5M0.17%
94INVESCO EXCHANGE TRADED FD TIVZ36,739$1.5M0.17%
95DUKE ENERGY CORP NEWDUKB12,161$1.5M0.17%
96BANK AMERICA CORP06050510435,120$1.5M0.17%
97AMERICAN CENTY ETF TR02507279420,741$1.4M0.16%
98CATERPILLAR INCCAT4,173$1.4M0.16%
99FIRST TR EXCHNG TRADED FD VI33740F80531,348$1.4M0.16%
100BROADCOM INCAVGO7,796$1.3M0.15%
101ELI LILLY & COLLY1,570$1.3M0.15%
102INTERNATIONAL BUSINESS MACHSINTR5,191$1.3M0.15%
103ISHARES TR46432F3397,547$1.3M0.15%
104SPDR INDEX SHS FDS78463X54123,609$1.3M0.14%
105VANGUARD INTL EQUITY INDEX F92204285827,708$1.3M0.14%
106PROCTER AND GAMBLE CO7427181097,241$1.2M0.14%
107FIRST HORIZON CORPORATIONFHN-PH62,006$1.2M0.14%
108CONSOLIDATED EDISON INCED10,859$1.2M0.14%
109ISHARES TR46428750719,768$1.2M0.13%
110FIRST TR EXCHANGE TRADED FD33738R11815,017$1.1M0.12%
111PAYCHEX INCPAYX7,164$1.1M0.12%
112EA SERIES TRUST02072L60730,728$1.1M0.12%
113MERCK & CO INCMRK11,832$1.1M0.12%
114FS CREDIT OPPORTUNITIES CORPFSCO143,502$1.0M0.11%
115SPDR INDEX SHS FDS78463X10322,649$996,7820.11%
116REALTY INCOME CORPO16,524$958,5550.11%
117XYLEM INCXYL7,955$950,3040.11%
118ALPHABET INCGOOG6,029$941,8700.11%
119CROWDSTRIKE HLDGS INCCRWD2,657$936,8050.11%
120NEXTERA ENERGY INCNEE-PW13,086$927,6670.10%
121MCDONALDS CORPMCD2,901$906,2210.10%
122ISHARES TR4642875159,838$875,4840.10%
123ISHARES TR4642887605,700$872,6700.10%
124SPDR S&P 500 ETF TRSPY1,520$850,2730.10%
125LOCKHEED MARTIN CORPLMT1,880$839,8950.09%
126J P MORGAN EXCHANGE TRADED F46641Q65415,861$806,5320.09%
127ISHARES TR4642884147,439$784,3400.09%
128SPDR INDEX SHS FDS78463X88921,369$778,0450.09%
129J P MORGAN EXCHANGE TRADED F46654Q72412,829$765,6350.09%
130SPDR GOLD TRGLD2,595$747,7230.08%
131ISHARES TR4642876715,749$730,5830.08%
132PHILLIPS 66PSX5,647$697,3480.08%
133MASTERCARD INCORPORATEDMA1,238$678,5730.08%
134ISHARES INC46434G10312,431$670,9010.08%
135ABBOTT LABSABLZF4,991$662,1210.07%
136WISDOMTREE TRWT8,175$652,8390.07%
137AT&T INCT-PC22,527$637,0590.07%
138STARBUCKS CORPSBUX6,493$636,8950.07%
139ISHARES TR46434V62110,165$627,9940.07%
140PHILIP MORRIS INTL INC7181721093,894$618,0950.07%
141WELLS FARGO CO NEW9497461018,434$605,4690.07%
142SELECT SECTOR SPDR TR81369Y60512,105$602,9500.07%
143ABBVIE INCABBV2,869$601,1130.07%
144SELECT SECTOR SPDR TR81369Y2094,089$597,0350.07%
145STRYKER CORPORATIONSYK1,598$594,8560.07%
146SHERWIN WILLIAMS COSHW1,693$591,1790.07%
147PALO ALTO NETWORKS INCPANW3,401$580,3470.07%
148ACCENTURE PLC IRELANDACN1,859$580,0820.07%
149SERVICENOW INCNOW720$573,2210.06%
150INVESCO EXCH TRD SLF IDX FDIVZ29,140$570,8530.06%
151INVESCO EXCH TRD SLF IDX FDIVZ28,048$570,7770.06%
152VANGUARD INDEX FDS9229087361,536$569,5800.06%
153VANECK ETF TRUST92189F38725,201$566,7700.06%
154GALLAGHER ARTHUR J & CO3635761091,603$553,4200.06%
155NORTHROP GRUMMAN CORPNOC1,069$547,2010.06%
1563M COMMM3,713$545,3610.06%
157ISHARES TR4642874576,540$541,0540.06%
158INVESCO EXCH TRD SLF IDX FDIVZ29,148$540,1120.06%
159INVESCO EXCH TRD SLF IDX FDIVZ32,539$539,8220.06%
160VANGUARD INDEX FDS9229087443,122$539,2940.06%
161COSTCO WHSL CORP NEW22160K105566$535,3360.06%
162NORTHERN LTS FD TR IVNTRSO21,434$509,0580.06%
163AMGEN INCAMGN1,624$505,9570.06%
164INVESCO EXCH TRD SLF IDX FDIVZ30,696$500,6520.06%
165INVESCO EXCH TRD SLF IDX FDIVZ24,476$498,5760.06%
166VANGUARD INDEX FDS9229087512,189$485,4110.05%
167ZOETIS INCZTS2,929$482,2600.05%
168ALTRIA GROUP INCMO7,930$475,9460.05%
169ISHARES TR46435U71310,560$475,9390.05%
170BP PLCBPPFF13,976$472,2490.05%
171COCA COLA COKO6,445$461,5910.05%
172MORGAN STANLEYMS-PQ3,906$455,7130.05%
173COPART INCCPRT7,959$450,4000.05%
174GENERAL DYNAMICS CORPGD1,618$441,0190.05%
175NETFLIX INCNFLX472$440,1540.05%
176LOWES COS INC5486611071,856$432,9050.05%
177COUPANG INCCPNG19,583$429,4550.05%
178RTX CORPORATIONRTX3,211$425,2880.05%
179ENTERPRISE PRODS PARTNERS L29379210712,431$424,4000.05%
180DANAHER CORPORATION2358511022,059$422,0950.05%
181ISHARES TR4642885704,081$417,9350.05%
182ISHARES TR46432F3962,048$413,9620.05%
183ORACLE CORPORCL-PD2,941$411,1810.05%
184INVESCO EXCH TRD SLF IDX FDIVZ21,038$409,8200.05%
185SALESFORCE INCCRM1,521$408,0570.05%
186WISDOMTREE TRWT6,868$399,4080.05%
187VANGUARD INDEX FDS922908363770$395,7110.04%
188MICRON TECHNOLOGY INCMU4,460$387,5290.04%
189FIDELITY COVINGTON TRUST3160923529,388$375,2380.04%
190J P MORGAN EXCHANGE TRADED F46654Q2037,143$369,8650.04%
191CVS HEALTH CORPCVS5,443$368,7630.04%
192INNOVATOR ETFS TRUSTINHD11,883$364,2140.04%
193CUMMINS INCCMI1,161$363,9040.04%
194MARKEL GROUP INCMKL192$358,9650.04%
195WP CAREY INC92936U1095,680$358,4650.04%
196GOLDMAN SACHS GROUP INCGSCE615$335,9680.04%
197HONEYWELL INTL INC4385161061,511$319,9540.04%
198PALANTIR TECHNOLOGIES INCPLTR3,756$317,0060.04%
199VANGUARD MUN BD FDS9229077466,279$311,5640.04%
200GE AEROSPACE3696043011,552$310,6410.04%
201SCHWAB STRATEGIC TR80852484714,437$310,5490.04%
202AMERICAN TOWER CORP NEW03027X1001,424$309,8620.03%
203ISHARES TR4642873093,315$307,7310.03%
204PRUDENTIAL FINL INCPUKPF2,719$303,6740.03%
205ISHARES TR4642886792,732$301,7770.03%
206ISHARES TR4642882572,560$297,9580.03%
207DRAFTKINGS INC NEWDKNG8,954$297,3620.03%
208INTUITIVE SURGICAL INCISRG596$295,1810.03%
209ADVANCED MICRO DEVICES INCAMD2,854$293,2200.03%
210NEWMONT CORPNEMCL6,033$291,2730.03%
211INVESCO EXCHANGE TRADED FD TIVZ3,966$276,2320.03%
212KROGER COKR4,062$274,9570.03%
213DELL TECHNOLOGIES INCDELL2,968$270,5430.03%
214MONDELEZ INTL INC6092071053,949$267,9400.03%
215CASEYS GEN STORES INC147528103603$261,7260.03%
216DISNEY WALT CO2546871062,601$256,6970.03%
217SPDR S&P 500 ETF TRSPY12,700$256,0320.03%
218MOODYS CORPMCO547$254,7320.03%
219INVESCO QQQ TRIVZ540$253,0410.03%
220CHIPOTLE MEXICAN GRILL INCCMG4,841$243,0670.03%
221QUALCOMM INCQCOM1,580$242,7040.03%
222CITIGROUP INCC-PR3,403$241,5790.03%
223FISERV INCFISV1,082$238,9380.03%
224PROGRESSIVE CORP743315103826$233,7660.03%
225ISHARES TR4642871501,899$231,6970.03%
226PHILLIPS EDISON & CO INCPECO6,348$231,6390.03%
227PAYCOM SOFTWARE INCPAYC1,052$229,8410.03%
228APPLIED MATLS INC0382221051,558$226,1520.03%
229MEDTRONIC PLCMDT2,467$221,6850.03%
230CINTAS CORPCTAS1,054$216,6290.02%
231TEXAS INSTRS INC8825081041,205$216,5390.02%
232ISHARES GOLD TRIAU3,649$215,1450.02%
233AUTOMATIC DATA PROCESSING INADP691$211,0350.02%
234FIRST TR EXCHANGE-TRADED FD33738D1015,516$206,7950.02%
235ALLSTATE CORPALL-PJ996$206,2420.02%
236MARKETAXESS HLDGS INCMKTX946$204,6670.02%
237AMERICAN EXPRESS COAXP753$202,5950.02%
238NORTHERN LTS FD TR IVNTRSO5,250$201,6530.02%
239VANGUARD SCOTTSDALE FDS92206C8702,465$201,5380.02%
240MCKESSON CORPMCK299$201,2240.02%
241SPDR S&P 500 ETF TRSPY13,900$160,8230.02%
242FORD MTR CO34537086011,861$118,9660.01%
243SPDR S&P 500 ETF TRSPY800$90,3960.01%
244SPDR S&P 500 ETF TRSPY900$49,1850.01%
245SPDR S&P 500 ETF TRSPY200$34,3320.00%
246SPDR S&P 500 ETF TRSPY700$32,0220.00%
247NIOCORP DEVS LTD65448460915,429$30,3950.00%
248SPDR S&P 500 ETF TRSPY200$10,4910.00%
249SPDR S&P 500 ETF TRSPY500$8,4180.00%
250SPDR S&P 500 ETF TRSPY1,600$6,3120.00%
251SPDR S&P 500 ETF TRSPY200$4,3000.00%
252SPDR S&P 500 ETF TRSPY100$3,5200.00%
253SPDR S&P 500 ETF TRSPY2,400$3,2040.00%
254SPDR S&P 500 ETF TRSPY100$2,7730.00%