Question 1

What stocks does ALLIED PRIVATE WEALTH LLC hold in its portfolio?

Accepted Answer

ALLIED PRIVATE WEALTH LLC's top stock holdings include AAPL, VOO, CGDV and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ALLIED PRIVATE WEALTH LLC's largest stock holdings?

Accepted Answer

ALLIED PRIVATE WEALTH LLC's largest stock holdings as of their last filing include AAPL (valued at approximately $21.2 million), VOO (valued at approximately $7.4 million), CGDV (valued at approximately $7.2 million), MSFT (valued at approximately $9.3 million), AMZN (valued at approximately $4.6 million).

Question 3

When was ALLIED PRIVATE WEALTH LLC's last SEC filing?

Accepted Answer

ALLIED PRIVATE WEALTH LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ALLIED PRIVATE WEALTH LLC recently bought or sold?

Accepted Answer

ALLIED PRIVATE WEALTH LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ALLIED PRIVATE WEALTH LLC reported?

Accepted Answer

ALLIED PRIVATE WEALTH LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does ALLIED PRIVATE WEALTH LLC invest in?

Accepted Answer

ALLIED PRIVATE WEALTH LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.