WhatInvestorsBuy

Rick W. Allen: Stock Portfolio, Performance and Latest Trades

Rick W. Allen

U.S. Representative, GA-12

R Republican

Trades disclosed313
Bought / sold175 / 138
Est. volume$13.7M
Typical delay514 days

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Rick W. Allen's estimated portfolio today

Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.

StockShare of portfolioAverage buy priceReturnCurrent priceFirst boughtTrades
SCHBSchwab U.S. Broad Market ETF
11.8%$26.02+14.7%$29.85Held at end of 20210
XLKSPDR Select Sector Fund - Technology
6.70%$143.45+40.4%$201.39Held at end of 20210
GOOGLAlphabet Inc. - Class A
5.35%$312.39+12.2%$350.50Dec 27, 20190
NPSRXNuveen Preferred Securities Fund - Cl R
4.49%$15.56−0.5%$15.49Held at end of 20230
USMViShares MSCI USA Min Vol Factor ETF
4.11%$93.18+6.8%$99.49Held at end of 20240
SCHDSchwab US Dividend Equity ETF
3.99%$26.77+22.0%$32.65Held at end of 20210
MARMarriott International - Class A
3.94%$308.40+15.6%$356.50Aug 22, 20190
IBTIiShares iBonds Dec 2028 Term Treasury ETF
3.85%$21.75+0.7%$21.90Held at end of 20240
MSFTMicrosoft Corporation
3.76%$480.57+10.2%$529.76Aug 27, 20190
COSTCostco Wholesale Corporation
3.74%$858.55+9.7%$942.25Apr 27, 20170
SNSXXSchwab U.S. Treasury Money Fund Investor Shares
3.48%$1.00+0.0%$1.00Held at end of 20230
XLCThe Communication Services Select Sector SPDR Fund
3.33%$116.66−4.6%$111.26Held at end of 20220
AMZNAmazon.com, Inc.
3.18%$230.82+12.6%$259.92Sep 10, 20190
XLFSPDR Select Sector Fund - Financial
3.03%$54.11−0.7%$53.75Held at end of 20240
ABBVAbbVie Inc.
2.90%$223.21+21.6%$271.36May 12, 20200
WMTWalmart Inc.
2.76%$110.70−2.3%$108.16Jan 25, 20180
AMGNAmgen Inc.
2.63%$320.75+28.8%$413.08Aug 29, 20190
CBChubb Limited
2.58%$309.30+8.2%$334.70Jul 2, 20200
XLVSPDR Select Sector Fund - Health Care
2.35%$152.90+10.4%$168.81Held at end of 20210
QUALiShares MSCI USA Quality Factor ETF
2.18%$197.42+14.4%$225.90Held at end of 20240
GSIEGoldman Sachs ActiveBeta International Equity ETF
1.92%$42.01+8.4%$45.55Held at end of 20250
IBTHiShares iBonds Dec 2027 Term Treasury ETF
1.81%$21.85+2.0%$22.29Held at end of 20240
IBTJiShares iBonds Dec 2029 Term Treasury ETF
1.76%$21.33−0.5%$21.23Held at end of 20250
CTASCintas Corporation
1.55%$186.64+5.6%$197.19May 20, 20240
DOVDover Corporation
1.42%$193.80−2.8%$188.29May 15, 20190
IBTGiShares iBonds Dec 2026 Term Treasury ETF
1.36%$22.23+2.7%$22.83Held at end of 20240
AZOAutoZone, Inc.
1.23%$3,391.50−16.1%$2,846.27Jul 16, 20240
GPNGlobal Payments Inc.
1.08%$76.63+5.8%$81.08Held at end of 20250
SHWSherwin-Williams Company
1.00%$321.73−2.1%$315.00Sep 10, 20190
XLYSPDR Select Sector Fund - Consumer Discretionary
0.93%$118.67−6.2%$111.36Held at end of 20240
DABSDoubleLine Asset-Backed Securities ETF
0.78%$49.28+0.7%$49.60Held at end of 20250
HDHome Depot, Inc.
0.75%$336.79−15.1%$285.77May 14, 20200
DEDeere & Company
0.63%$461.91+42.2%$656.87Feb 10, 20210
BACBank of America Corporation
0.44%$54.13−1.1%$53.52Held at end of 20250
FERGFerguson Enterprises Inc.
0.43%$219.25−1.9%$215.06Dec 12, 20250
ATOAtmos Energy Corporation
0.43%$164.77−3.4%$159.21Aug 19, 20250
SCHWCharles Schwab Corporation
0.43%$98.93−3.4%$95.58Dec 14, 20230
WMWaste Management, Inc.
0.43%$216.94−3.7%$208.94Jan 13, 20220
TSMTaiwan Semiconductor Manufacturing Company Ltd.
0.39%$396.07+19.2%$472.20Feb 19, 20263
XLPSPDR Select Sector Fund - Consumer Staples
0.35%$76.21+7.2%$81.70Held at end of 20220
AVGOBroadcom Inc.
0.20%$401.40−6.2%$376.51Jul 14, 20262
AMDAdvanced Micro Devices, Inc.
0.13%$548.13+17.8%$645.86Jul 14, 20261
CHDChurch & Dwight Company, Inc.
0.13%$83.07+16.5%$96.75Jan 25, 20210
KMIKinder Morgan, Inc.
0.11%$31.94−0.4%$31.82Feb 19, 20261
AXPAmerican Express Company
0.11%$315.17−3.5%$304.25May 8, 20261

Rick W. Allen's buys and sells

Feb 3, 2017 to Aug 12, 2026, 197 disclosed after the 45-day deadline.

StockActionAmountTradedDisclosed
AVGOSpouseBroadcom Inc.
Bought$1K–$15KAug 12, 2026Sep 22, 202641 days later
ROLSpouseRollins, Inc.
Sold$15K–$50KAug 12, 2026Sep 22, 202641 days later
TSMSpouseTaiwan Semiconductor Manufacturing Company Ltd.
Bought$1K–$15KAug 12, 2026Sep 22, 202641 days later
ABTSpouseAbbott Laboratories
Sold$15K–$50KJul 14, 2026Aug 18, 202635 days later
AMDSpouseAdvanced Micro Devices, Inc.
Bought$1K–$15KJul 14, 2026Aug 18, 202635 days later
AVGOSpouseBroadcom Inc.
Bought$1K–$15KJul 14, 2026Aug 18, 202635 days later
INTUSpouseIntuit Inc.
Sold$15K–$50KJun 10, 2026Jul 15, 202635 days later
US Treasury Note 4% DUE 5/31/30 (91282CNG2)Bond
Bought$100K–$250KMay 19, 2026Jun 16, 202628 days later
ACNSpouseAccenture plc Class A Ordinary Shares
Sold$15K–$50KMay 8, 2026Jun 16, 202639 days later
AXPSpouseAmerican Express Company
Bought$1K–$15KMay 8, 2026Jun 16, 202639 days later
TSMSpouseTaiwan Semiconductor Manufacturing Company Ltd.
Bought$1K–$15KMay 8, 2026Jun 16, 202639 days later
ABTSpouseAbbott Laboratories
Sold$15K–$50KApr 16, 2026Jun 5, 202650 days later · late
INTUSpouseIntuit Inc.
Sold$15K–$50KApr 16, 2026Jun 5, 202650 days later · late
PGSpouseProcter & Gamble Company
Sold$15K–$50KApr 16, 2026Jun 5, 202650 days later · late
SPGISpouseS&P Global Inc.
Sold$15K–$50KApr 16, 2026Jun 5, 202650 days later · late
US Treasury Note 3.75% DUE 12/31/28 (91282CJR3))BondSpouse
Sold$100K–$250KApr 16, 2026Jun 5, 202650 days later · late
US Treasury Note 4/375% DUE 12/15/26 (91282CJP7)BondSpouse
Sold$100K–$250KApr 16, 2026Jun 5, 202650 days later · late
AMPSpouseAmeriprise Financial, Inc.
Sold$50K–$100KApr 15, 2026Jun 5, 202651 days later · late
US Treasury Note 3.5% DUE 1/31/30 (91282CGJ4)Bond
Bought$15K–$50KMar 24, 2026May 4, 202641 days later
INTUSpouseIntuit Inc.
Sold$1K–$15KFeb 19, 2026Mar 11, 202620 days later
KMISpouseKinder Morgan, Inc.
Bought$1K–$15KFeb 19, 2026Mar 11, 202620 days later
TSMSpouseTaiwan Semiconductor Manufacturing Company Ltd.
Bought$1K–$15KFeb 19, 2026Mar 11, 202620 days later
INTUSpouseIntuit Inc.
Sold$15K–$50KFeb 18, 2026Mar 11, 202621 days later
US Treasury Note 4% DUE 7/31/29 (91282CLC3)Bond
Bought$50K–$100KFeb 18, 2026Mar 11, 202621 days later
US Treasury Note 3.5% DUE 01/31/28 (91282CGH8)Bond
Bought$100K–$250KJan 26, 2026Feb 17, 202622 days later
AWKSpouseAmerican Water Works Company, Inc.
Sold$50K–$100KJan 14, 2026Feb 17, 202634 days later
PAYXSpousePaychex, Inc.
Sold$15K–$50KJan 14, 2026Feb 17, 202634 days later
SPGISpouseS&P Global Inc.
Bought$15K–$50KJan 14, 2026Feb 17, 202634 days later
FERGSpouseFerguson Enterprises Inc.
Bought$15K–$50KDec 12, 2025Jan 15, 202634 days later
NFLXSpouseNetflix, Inc.
Sold$1K–$15KDec 12, 2025Jan 15, 202634 days later
US TREASUR NOTE 3.75% DUE 08/15/27 (91282CLG4)Bond
Bought$50K–$100KNov 14, 2025Dec 9, 202525 days later
CHDSpouseChurch & Dwight Company, Inc.
Sold$15K–$50KOct 10, 2025Nov 13, 202534 days later
US Treasury Bill 91282CLP4 3.5% Due 9/30/26Bond
Bought$50K–$100KOct 10, 2025Nov 13, 202534 days later
ACNSpouseAccenture plc Class A Ordinary Shares
Sold$1K–$15KSep 12, 2025Oct 7, 202525 days later
ACNSpouseAccenture plc Class A Ordinary Shares
Sold$1K–$15KAug 19, 2025Sep 12, 202524 days later
ATOSpouseAtmos Energy Corporation
Bought$15K–$50KAug 19, 2025Sep 12, 202524 days later
US Treasury Bill 91282CHB0 DUE 5/15/26 3.625%Bond
Bought$100K–$250KAug 19, 2025Sep 12, 202524 days later
SCHWSpouseCharles Schwab Corporation
Bought$15K–$50KJul 10, 2025Aug 11, 202532 days later
US Treasury Bill 912797PD3Bond
Bought$50K–$100KJul 10, 2025Aug 11, 202532 days later
US Treasury Bill 912797PV3Bond
Bought$50K–$100KJul 10, 2025Aug 11, 202532 days later
INTUSpouseIntuit Inc.
Bought$1K–$15KJun 20, 2025Jul 15, 202525 days later
NFLXSpouseNetflix, Inc.
Bought$15K–$50KMay 16, 2025Jun 18, 202533 days later
TMOSpouseThermo Fisher Scientific Inc
Sold$15K–$50KMay 16, 2025Jun 18, 202533 days later
US Treasury Bill 912797MS3 DUE 10/02/25Bond
Bought$1K–$15KMay 16, 2025Jun 18, 202533 days later
US Treasury Bill - Due 12/31/2025 4.25% - 91282CJS1BondSpouse
Sold$15K–$50KApr 15, 2025May 15, 202530 days later
US Treasury Bill - Due 3/15/2027 4.25% - 91282CKE0BondSpouse
Sold$50K–$100KApr 15, 2025May 15, 202530 days later
US Treasury Bill - Due 5/15/26 3.625% - 91282CHB0BondSpouse
Sold$100K–$250KApr 15, 2025May 15, 202530 days later
TMOSpouseThermo Fisher Scientific Inc
Sold$15K–$50KApr 11, 2025May 15, 202534 days later
US Treasury Bill - Due 12/15/26 4.375% - 91282CJP7BondSpouse
Bought$50K–$100KFeb 26, 2025Mar 12, 202514 days later
US Treasury Bill 91282CHB0Bond
Bought$100K–$250KJan 27, 2025Feb 20, 202524 days later
US Treasury Bill 91282CKE0Bond
Bought$100K–$250KJan 27, 2025Feb 20, 202524 days later
AZOSpouseAutoZone, Inc.
Bought$15K–$50KJan 17, 2025Feb 20, 202534 days later
US Treasury Bill 912797JR9Bond
Sold part$15K–$50KJan 8, 2025Feb 20, 202543 days later
US Treasury Bill 912797JR9Bond
Sold part$15K–$50KJan 8, 2025Feb 20, 202543 days later
ROLSpouseRollins, Inc.
Bought$15K–$50KDec 12, 2024Jan 16, 202535 days later
US TREASU NOTE 4.375% DUE 12/15/26 (91282CJP7)BondSpouse
Bought$100K–$250KDec 3, 2024Jan 16, 202544 days later
US TREASURY BILL DUE 03/20/25 (912797KJ5)Bond
Bought$15K–$50KDec 3, 2024Jan 16, 202544 days later
US TREASURY NOTE 4.25% DUE 12/31/25 (91282CJS1)Bond
Bought$50K–$100KDec 3, 2024Jan 16, 202544 days later
US Treasury Bill 91282CJR3BondSpouse
Bought$100K–$250KOct 9, 2024Nov 14, 202436 days later
US Treasury Bill 912797HP5Bond
Sold$100K–$250KSep 13, 2024Oct 18, 202435 days later
SCHWSpouseCharles Schwab Corporation
Sold$15K–$50KSep 12, 2024Oct 18, 202436 days later
US Treasury Bill 912797HP5Bond
Sold$50K–$100KAug 26, 2024Sep 20, 202425 days later
DESpouseDeere & Company
Sold$1K–$15KAug 14, 2024Sep 20, 202437 days later
AZOSpouseAutoZone, Inc.
Bought$15K–$50KJul 16, 2024Aug 8, 202423 days later
JNJSpouseJohnson & Johnson
Sold$15K–$50KJul 16, 2024Aug 8, 202423 days later
US Treasury Bill 912797HP5Bond
Bought$250K–$500KJun 25, 2024Jul 10, 202415 days later
US Treasury Bill 912797JR9Bond
Bought$250K–$500KJun 25, 2024Jul 10, 202415 days later
JNJSpouseJohnson & Johnson
Sold$15K–$50KJun 13, 2024Jul 10, 202427 days later
CTASSpouseCintas Corporation
Bought$1K–$15KMay 20, 2024Jun 21, 202432 days later
SBUXSpouseStarbucks Corporation
Sold$15K–$50KMay 20, 2024Jun 21, 202432 days later
US Treasury Bill DUE 09/15/25 (91282CFK2)BondSpouse
Bought$15K–$50KApr 23, 2024May 14, 202421 days later
AMPSpouseAmeriprise Financial, Inc.
Bought$50K–$100KApr 9, 2024May 14, 202435 days later
US Treasury Bill Due 3/20/2025 (912797KJ5)Bond
Bought$1K–$15KApr 2, 2024May 14, 202442 days later
BLKSpouseBlackRock, Inc.
Sold$50K–$100KJan 17, 2024Feb 16, 202430 days later
US Treasury Bill 912797GD3Bond
Sold$15K–$50KJan 11, 2024Feb 16, 202436 days later
US Treasury Bill 912797LL9Bond
Sold$50K–$100KJan 11, 2024Feb 16, 202436 days later
ALBSpouseAlbemarle Corporation
Sold$1K–$15KDec 21, 2023Jan 11, 202421 days later
ALBSpouseAlbemarle Corporation
Sold$1K–$15KDec 21, 2023Jan 11, 202421 days later
NEESpouseNextEra Energy, Inc.
Sold$15K–$50KDec 21, 2023Jan 11, 202421 days later
SCHWSpouseCharles Schwab Corporation
Bought$50K–$100KDec 14, 2023Jan 11, 202428 days later
US Treasury Bill 912797FH5BondSpouse
Bought$15K–$50KNov 16, 2023Dec 19, 202333 days later
US Treasury Bill 912797GD3BondSpouse
Bought$15K–$50KNov 16, 2023Dec 19, 202333 days later
US Treasury Bill 912797LL9BondSpouse
Bought$15K–$50KNov 16, 2023Dec 19, 202333 days later
ATVISpouseActivision Blizzard, Inc
Sold$1K–$15KOct 13, 2023Nov 16, 202334 days later
ATVIActivision Blizzard, Inc
Sold$15K–$50KOct 13, 2023Nov 16, 202334 days later
The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.95% Non-Cumulative Perpetual Preferred Stock, Series D (SCHW$D)Spouse
Bought$15K–$50KOct 10, 2023Nov 16, 202337 days later
US Treasury Bill 912797GD3Bond
Bought$15K–$50KOct 3, 2023Nov 16, 202344 days later
US TREASURY NOTE DUE 12/31/23 (91282CDR9)Bond
Bought$15K–$50KSep 26, 2023Oct 5, 20239 days later
US TREASURY NOTE DUE 3/21/24 (912797LL9)Bond
Bought$50K–$100KSep 26, 2023Oct 5, 20239 days later
The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.95% Non-Cumulative Perpetual Preferred Stock, Series D (SCHW$D)Spouse
Bought$15K–$50KAug 31, 2023Sep 8, 20238 days later
US TREASURY BILL24U S T BILL DUE 07/11/24BondSpouse
Bought$15K–$50KJul 17, 2023Aug 10, 202324 days later
The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.95% Non-Cumulative Perpetual Preferred Stock, Series D (SCHW$D)Spouse
Bought$15K–$50KMay 18, 2023Jun 2, 202315 days later
ATVIActivision Blizzard, Inc
Bought$1K–$15KApr 20, 2023Jun 2, 202343 days later
SSBSpouseSouthState Corporation
Sold$100K–$250KMar 27, 2023Jun 2, 202367 days later · late
ACNSpouseAccenture plc Class A Ordinary Shares
Sold$50K–$100KMar 14, 2023Aug 10, 2023149 days later · late
PFESpousePfizer, Inc.
Sold$15K–$50KMar 14, 2023Aug 10, 2023149 days later · late
SSBSpouseSouthState Corporation
Sold part$50K–$100KMar 9, 2023Aug 10, 2023154 days later · late
SSBSpouseSouthState Corporation
Sold part$50K–$100KJan 13, 2023Aug 10, 2023209 days later · late
US TREASURY NOTE 4.25% 09/24 (91282CFN6)BondSpouse
Bought$100K–$250KDec 23, 2022Aug 10, 2023230 days later · late
US TREASURY BILL DUE 10/5/23 (912796YJ2)BondSpouse
Bought$15K–$50KDec 8, 2022Aug 10, 2023245 days later · late
US TREASURY BILL DUE 10/5/23 (912796YJ2)BondSpouse
Bought$15K–$50KOct 7, 2022Aug 10, 2023307 days later · late
US TREASURY BILL DUE 12/22/22 (912796X87)BondSpouse
Bought$100K–$250KOct 7, 2022Aug 10, 2023307 days later · late
US TREASURY BILL DUE 3/23/23 (912796U31)BondSpouse
Bought$15K–$50KOct 7, 2022Aug 10, 2023307 days later · late
US TREASURY BILL DUE 3/23/23 (912796U31)BondSpouse
Bought$100K–$250KSep 19, 2022Aug 10, 2023325 days later · late
US Treasury Bill Due 9/7/23 (912796YH6)Bond
Bought$15K–$50KSep 16, 2022Aug 10, 2023328 days later · late
US TREASURY NOTE 3.25% 08/24 (91282CFG1)BondSpouse
Bought$100K–$250KSep 16, 2022Aug 10, 2023328 days later · late
US TREASURY BILL DUE 7/13/23 (912796XQ7)BondSpouse
Bought$15K–$50KAug 19, 2022Aug 10, 2023356 days later · late
AMGNSpouseAmgen Inc.
Bought$15K–$50KAug 18, 2022Aug 10, 2023357 days later · late
CBSpouseChubb Limited
Bought$15K–$50KAug 18, 2022Aug 10, 2023357 days later · late
US TREASURY BILL DUE 7/13/23 (912796XQ7)BondSpouse
Bought$100K–$250KAug 18, 2022Aug 10, 2023357 days later · late
DISWalt Disney Company
Sold$15K–$50KAug 15, 2022Sep 10, 202226 days later
DISSpouseWalt Disney Company
Sold$15K–$50KAug 11, 2022Aug 10, 2023364 days later · late
US TREASURY BILL DUE 9/15/22 (912796U49)BondSpouse
Bought$100K–$250KMay 23, 2022Aug 10, 2023444 days later · late
US TREASURY NOTE 2.25% 03/24 (91282CEG2)BondSpouse
Bought$100K–$250KMay 10, 2022Aug 10, 2023457 days later · late
US Treasury Note 2.25% Due 3/31/24 (91282CEG2)Bond
Bought$15K–$50KMay 10, 2022Aug 10, 2023457 days later · late
SSBSpouseSouthState Corporation
Sold part$50K–$100KMay 5, 2022Aug 10, 2023462 days later · late
SSBSpouseSouthState Corporation
Sold part$50K–$100KApr 4, 2022Aug 10, 2023493 days later · late
US TREASURY BILL DUE 9/15/22 (912796U49)Bond
Bought$15K–$50KMar 25, 2022Aug 10, 2023503 days later · late
US TREASURY BILL DUE 9/15/22 (912796U49)BondSpouse
Bought$100K–$250KMar 21, 2022Aug 10, 2023507 days later · late
DISSpouseWalt Disney Company
Bought$15K–$50KMar 14, 2022Aug 10, 2023514 days later · late
TMOSpouseThermo Fisher Scientific Inc
Bought$15K–$50KMar 10, 2022Aug 10, 2023518 days later · late
SSBSpouseSouthState Corporation
Sold part$50K–$100KFeb 16, 2022Aug 10, 2023540 days later · late
ATVISpouseActivision blizzard, Inc
Bought$1K–$15KFeb 10, 2022Mar 9, 202227 days later
ATVIActivision blizzard, Inc
Bought$1K–$15KFeb 10, 2022Mar 9, 202227 days later
DISSpouseWalt Disney Company
Sold part$15K–$50KFeb 10, 2022Aug 10, 2023546 days later · late
SSBSpouseSouthState Corporation
Sold part$50K–$100KFeb 9, 2022Aug 10, 2023547 days later · late
PSDTXSpousePutnam ultra Short Duration Income A [Ab]
Sold$50K–$100KJan 25, 2022Feb 13, 202219 days later
SBUXSpouseStarbucks Corporation (SbuX)
Sold$15K–$50KJan 25, 2022Feb 13, 202219 days later
DISSpouseWalt Disney Company
Sold$1K–$15KJan 25, 2022Feb 13, 202219 days later
PSDTXFundSpousePutnam Ultra Short Duration Income A
Sold$50K–$100KJan 25, 2022Aug 10, 2023562 days later · late
SBUXSpouseStarbucks Corporation
Sold$1K–$15KJan 25, 2022Aug 10, 2023562 days later · late
DISSpouseWalt Disney Company
Sold$1K–$15KJan 25, 2022Aug 10, 2023562 days later · late
SSBSpouseSouthState Corporation
Sold part$50K–$100KJan 18, 2022Aug 10, 2023569 days later · late
SSBSpouseSouthState Corporation
Sold part$50K–$100KJan 13, 2022Aug 10, 2023574 days later · late
WMSpouseWaste Management, Inc.
Bought$15K–$50KJan 13, 2022Aug 10, 2023574 days later · late
PYPLSpousePayPal Holdings, Inc. (PYPl)
Sold$1K–$15KOct 22, 2021Nov 10, 202119 days later
PYPLSpousePayPal Holdings, Inc.
Sold$1K–$15KOct 22, 2021Aug 10, 2023657 days later · late
PYPLSpousePayPal Holdings, Inc.
Sold$15K–$50KOct 22, 2021Aug 10, 2023657 days later · late
FCXSpouseFreeport-McMoRan, Inc.
Sold$15K–$50KOct 7, 2021Aug 10, 2023672 days later · late
FCXSpouseFreeport-McMoRan, Inc.
Sold$1K–$15KOct 4, 2021Nov 10, 202137 days later
FCXSpouseFreeport-McMoRan, Inc.
Sold$1K–$15KOct 4, 2021Aug 10, 2023675 days later · late
SSBSpouseSouthState Corporation
Sold part$100K–$250KSep 28, 2021Aug 10, 2023681 days later · late
PYPLSpousePayPal Holdings, Inc.
Bought$15K–$50KJul 15, 2021Aug 10, 2023756 days later · late
PFESpousePfizer, Inc.
Bought$15K–$50KJul 15, 2021Aug 10, 2023756 days later · late
DOVSpouseDover Corporation
Bought$15K–$50KJun 15, 2021Nov 8, 2021146 days later · late
DOVSpouseDover Corporation
Bought$15K–$50KJun 15, 2021Aug 10, 2023786 days later · late
SSBSpouseSouthState Corporation
Sold part$15K–$50KJun 9, 2021Aug 10, 2023792 days later · late
ACNAccenture plc Class A Ordinary Shares
Bought$50K–$100KMay 13, 2021Jun 12, 202130 days later
SSBSouth State Corporation
Sold$15K–$50KMay 13, 2021Jun 12, 202130 days later
ACNSpouseAccenture plc Class A Ordinary Shares
Bought$50K–$100KMay 13, 2021Aug 10, 2023819 days later · late
SSBSpouseSouth State Corporation
Sold part$15K–$50KMay 13, 2021Aug 10, 2023819 days later · late
ALBAlbemarle Corporation (AlB)
Bought$15K–$50KMay 4, 2021Jun 12, 202139 days later
JNJJohnson & Johnson
Bought$15K–$50KMay 4, 2021Jun 12, 202139 days later
ALBSpouseAlbemarle Corporation
Bought$15K–$50KMay 4, 2021Aug 10, 2023828 days later · late
JNJSpouseJohnson & Johnson
Bought$15K–$50KMay 4, 2021Aug 10, 2023828 days later · late
TMOThermo Fisher Scientific Inc
Sold part$15K–$50KApr 12, 2021May 9, 202127 days later
TMOSpouseThermo Fisher Scientific Inc
Sold part$15K–$50KApr 12, 2021Aug 10, 2023850 days later · late
CHDChurch & Dwight Company, Inc.
Sold$15K–$50KMar 10, 2021Apr 6, 202127 days later
MRKMerck & Company, Inc.
Sold$15K–$50KMar 10, 2021Apr 6, 202127 days later
NEENextEra Energy, Inc.
Bought$1K–$15KMar 10, 2021Apr 6, 202127 days later
TMOThermo Fisher Scientific Inc
Bought$15K–$50KMar 10, 2021Apr 6, 202127 days later
DISWalt Disney Company
Bought$15K–$50KMar 10, 2021Apr 6, 202127 days later
CHDSpouseChurch & Dwight Company, Inc.
Sold$15K–$50KMar 10, 2021Aug 10, 2023883 days later · late
MRKSpouseMerck & Company, Inc.
Sold$15K–$50KMar 10, 2021Aug 10, 2023883 days later · late
NEESpouseNextEra Energy, Inc.
Bought$1K–$15KMar 10, 2021Aug 10, 2023883 days later · late
TMOSpouseThermo Fisher Scientific Inc
Bought$15K–$50KMar 10, 2021Aug 10, 2023883 days later · late
DISSpouseWalt Disney Company
Bought$15K–$50KMar 10, 2021Aug 10, 2023883 days later · late
DESpouseDeere & Company
Bought$1K–$15KFeb 26, 2021Mar 14, 202116 days later
FCXSpouseFreeport-McMoRan, Inc.
Bought$1K–$15KFeb 26, 2021Mar 14, 202116 days later
SBUXSpouseStarbucks Corporation (SBuX)
Bought$1K–$15KFeb 26, 2021Mar 14, 202116 days later
DESpouseDeere & Company
Bought$1K–$15KFeb 26, 2021Aug 10, 2023895 days later · late
FCXSpouseFreeport-McMoRan, Inc.
Bought$1K–$15KFeb 26, 2021Aug 10, 2023895 days later · late
SBUXSpouseStarbucks Corporation
Bought$1K–$15KFeb 26, 2021Aug 10, 2023895 days later · late
SSBSouth State Corporation
Sold$15K–$50KFeb 18, 2021Mar 14, 202124 days later
SSBSpouseSouth State Corporation
Sold part$15K–$50KFeb 18, 2021Aug 10, 2023903 days later · late
ALBSpouseAlbemarle Corporation (AlB)
Bought$1K–$15KFeb 10, 2021Mar 14, 202132 days later
DEDeere & Company
Bought$15K–$50KFeb 10, 2021Mar 14, 202132 days later
FCXFreeport-McMoRan, Inc.
Bought$15K–$50KFeb 10, 2021Mar 14, 202132 days later
PYPLSpousePayPal Holdings, Inc. (PYPl)
Bought$1K–$15KFeb 10, 2021Mar 14, 202132 days later
SSBSouth State Corporation
Sold$15K–$50KFeb 10, 2021Mar 14, 202132 days later
VZSpouseVerizon Communications Inc.
Sold$1K–$15KFeb 10, 2021Mar 14, 202132 days later
ALBSpouseAlbemarle Corporation
Bought$1K–$15KFeb 10, 2021Aug 10, 2023911 days later · late
DESpouseDeere & Company
Bought$15K–$50KFeb 10, 2021Aug 10, 2023911 days later · late
FCXSpouseFreeport-McMoRan, Inc.
Bought$15K–$50KFeb 10, 2021Aug 10, 2023911 days later · late
PYPLSpousePayPal Holdings, Inc.
Bought$1K–$15KFeb 10, 2021Aug 10, 2023911 days later · late
SSBSpouseSouth State Corporation
Sold part$15K–$50KFeb 10, 2021Aug 10, 2023911 days later · late
VZSpouseVerizon Communications Inc.
Sold$1K–$15KFeb 10, 2021Aug 10, 2023911 days later · late
VZSpouseVerizon Communications Inc.
Sold$50K–$100KJan 26, 2021Aug 10, 2023926 days later · late
CHDSpouseChurch & Dwight Company, Inc.
Bought$15K–$50KJan 25, 2021Aug 10, 2023927 days later · late
KMBSpouseKimberly-Clark Corporation
Sold$15K–$50KJan 25, 2021Aug 10, 2023927 days later · late
KMBSpouseKimberly-Clark Corporation
Sold$1K–$15KJan 25, 2021Aug 10, 2023927 days later · late
PYPLSpousePayPal Holdings, Inc.
Bought$15K–$50KJan 25, 2021Aug 10, 2023927 days later · late
TMOSpouseThermo Fisher Scientific Inc
Bought$15K–$50KJan 25, 2021Aug 10, 2023927 days later · late
DISSpouseWalt Disney Company
Bought$15K–$50KJan 25, 2021Aug 10, 2023927 days later · late
SSBSpouseSouthState Corporation
Sold part$50K–$100KJan 13, 2021Aug 10, 2023939 days later · late
DSpouseDominion Energy, Inc.
Sold$15K–$50KDec 15, 2020Jan 13, 202129 days later
DSpouseDominion Energy, Inc.
Sold$15K–$50KDec 15, 2020Aug 10, 2023968 days later · late
DSpouseDominion Energy, Inc.
Sold$15K–$50KDec 15, 2020Aug 10, 2023968 days later · late
ABBVSpouseAbbVie Inc.
Bought$15K–$50KNov 16, 2020Aug 10, 2023997 days later · late
CBSpouseChubb Limited
Bought$15K–$50KNov 16, 2020Aug 10, 2023997 days later · late
SSBSpouseSouthState Corporation
Sold part$15K–$50KNov 16, 2020Aug 10, 2023997 days later · late
SBUXSpouseStarbucks Corporation
Bought$1K–$15KNov 16, 2020Aug 10, 2023997 days later · late
NEENextEra Energy, Inc.
Bought$15K–$50KSep 25, 2020Oct 6, 202011 days later
NEESpouseNextEra Energy, Inc.
Bought$15K–$50KSep 25, 2020Aug 10, 20231049 days later · late
CBChubb limited
Bought$15K–$50KJul 2, 2020Aug 18, 202047 days later · late
MRKMerck & Company, Inc.
Bought$15K–$50KJul 2, 2020Aug 18, 202047 days later · late
SBUXSpouseStarbucks Corporation (SBuX)
Sold$1K–$15KJul 2, 2020Aug 18, 202047 days later · late
CBSpouseChubb Limited
Bought$15K–$50KJul 2, 2020Aug 10, 20231134 days later · late
MRKSpouseMerck & Company, Inc.
Bought$15K–$50KJul 2, 2020Aug 10, 20231134 days later · late
SBUXSpouseStarbucks Corporation
Sold$1K–$15KJul 2, 2020Aug 10, 20231134 days later · late
DOVSpouseDover Corporation
Bought$15K–$50KJun 16, 2020Oct 20, 2021491 days later · late
DOVSpouseDover Corporation
Bought$15K–$50KJun 15, 2020Aug 10, 20231151 days later · late
DOVSpouseDover Corporation
Bought$15K–$50KJun 15, 2020Aug 10, 20231151 days later · late
MMMSpouse3M Company
Sold$1K–$15KMay 14, 2020Nov 8, 2021543 days later · late
HDSpouseHome Depot, Inc.
Bought$1K–$15KMay 14, 2020Nov 8, 2021543 days later · late
MMMSpouse3M Company
Sold$15K–$50KMay 14, 2020Aug 10, 20231183 days later · late
MMMSpouse3M Company
Sold$1K–$15KMay 14, 2020Aug 10, 20231183 days later · late
DOVSpouseDover Corporation
Sold$15K–$50KMay 14, 2020Aug 10, 20231183 days later · late
DOVSpouseDover Corporation
Sold$15K–$50KMay 14, 2020Aug 10, 20231183 days later · late
HDSpouseHome Depot, Inc.
Bought$1K–$15KMay 14, 2020Aug 10, 20231183 days later · late
HDSpouseHome Depot, Inc.
Bought$15K–$50KMay 14, 2020Aug 10, 20231183 days later · late
MARSpouseMarriott International Class A
Bought$15K–$50KMay 14, 2020Aug 10, 20231183 days later · late
ABBVSpouseAbbVie Inc.
Bought$15K–$50KMay 12, 2020Aug 10, 20231185 days later · late
NEESpouseNextEra Energy, Inc.
Bought$15K–$50KApr 17, 2020Aug 10, 20231210 days later · late
PGSpouseProcter & Gamble Company
Bought$15K–$50KApr 17, 2020Aug 10, 20231210 days later · late
TFCSpouseTruist Financial Corporation
Sold$15K–$50KApr 15, 2020Nov 8, 2021572 days later · late
PAYXSpousePaychex, Inc.
Sold$15K–$50KApr 15, 2020Aug 10, 20231212 days later · late
PSXSpousePhillips 66
Sold$15K–$50KApr 15, 2020Aug 10, 20231212 days later · late
SSBSpouseSouthState Corporation
Sold part$100K–$250KApr 15, 2020Aug 10, 20231212 days later · late
TFCSpouseTruist Financial Corporation
Sold$15K–$50KApr 15, 2020Aug 10, 20231212 days later · late
DISSpouseWalt Disney Company
Sold$15K–$50KApr 15, 2020Aug 10, 20231212 days later · late
SSBSpouseSouthState Corporation
Sold part$15K–$50KMar 16, 2020Aug 10, 20231242 days later · late
Alphabet Inc. - Class A (gOOgl)
Bought$1K–$15KFeb 28, 2020Jul 20, 2020143 days later · late
GOOGLSpouseAlphabet Inc. Class A
Bought$15K–$50KFeb 28, 2020Aug 10, 20231259 days later · late
INTUSpouseIntuit Inc.
Bought$15K–$50KFeb 28, 2020Aug 10, 20231259 days later · late
SBUXSpouseStarbucks Corporation
Bought$15K–$50KFeb 28, 2020Aug 10, 20231259 days later · late
RDS.BRoyal Dutch Shell PlC Royal Dutch Shell PlC American Deposi…
Sold$15K–$50KFeb 21, 2020Jul 20, 2020150 days later · late
SSBSouth State Corporation
Sold$50K–$100KFeb 21, 2020Jul 20, 2020150 days later · late
PSXSpousePhillips 66
Bought$15K–$50KFeb 21, 2020Aug 10, 20231266 days later · late
RDS.BSpouseRoyal Dutch Shell PLC Royal Dutch Shell PLC American Deposi…
Sold$15K–$50KFeb 21, 2020Aug 10, 20231266 days later · late
SSBSpouseSouth State Corporation
Sold part$50K–$100KFeb 21, 2020Aug 10, 20231266 days later · late
WMTSpouseWalmart Inc.
Bought$1K–$15KFeb 20, 2020Nov 8, 2021627 days later · late
US TREASURY BILL20U S T BILL DUE 07/23/20 (912796WX3)BondSpouse
Bought$15K–$50KFeb 3, 2020Aug 10, 20231284 days later · late
TSSTotal System Services, Inc.
Sold$15K–$50KDec 27, 2019Nov 8, 2021682 days later · late
UTXunited Technologies Corporation (uTX)
Sold$1K–$15KDec 27, 2019Nov 8, 2021682 days later · late
GOOGLSpouseAlphabet Inc. Class A
Bought$15K–$50KDec 27, 2019Aug 10, 20231322 days later · late
SBUXSpouseStarbucks Corporation
Bought$1K–$15KDec 27, 2019Aug 10, 20231322 days later · late
CAESpouseCAE Inc. Ordinary Shares
Sold$1K–$15KOct 31, 2019Aug 10, 20231379 days later · late
ACNAccenture plc Class A Ordinary Shares
Sold$15K–$50KOct 17, 2019Aug 10, 20231393 days later · late
INTUIntuit Inc.
Sold$50K–$100KOct 17, 2019Aug 10, 20231393 days later · late
MARMarriott International Class A
Sold$15K–$50KOct 17, 2019Aug 10, 20231393 days later · late
JNJJohnson & Johnson
Bought$1K–$15KOct 2, 2019Aug 10, 20231408 days later · late
ABTSpouseAbbott Laboratories
Bought$15K–$50KSep 27, 2019Aug 10, 20231413 days later · late
ACNSpouseAccenture plc Class A Ordinary Shares
Bought$15K–$50KSep 27, 2019Aug 10, 20231413 days later · late
AMGNSpouseAmgen Inc.
Bought$15K–$50KSep 27, 2019Aug 10, 20231413 days later · late
DISWalt Disney Company
Bought$15K–$50KSep 27, 2019Aug 10, 20231413 days later · late
BLKBlackRock, Inc.
Bought$15K–$50KSep 24, 2019Aug 10, 20231416 days later · late
DOVDover Corporation
Bought$15K–$50KSep 17, 2019Aug 10, 20231423 days later · late
ABTAbbott Laboratories
Bought$15K–$50KSep 13, 2019Aug 10, 20231427 days later · late
SSBSouthState Corporation
Sold part$15K–$50KSep 12, 2019Aug 10, 20231428 days later · late
AMZNAmazon.com, Inc.
Bought$15K–$50KSep 10, 2019Aug 10, 20231430 days later · late
AWKAmerican Water Works Company, Inc.
Bought$15K–$50KSep 10, 2019Aug 10, 20231430 days later · late
COSTCostco Wholesale Corporation
Bought$15K–$50KSep 10, 2019Aug 10, 20231430 days later · late
KMBKimberly-Clark Corporation
Bought$15K–$50KSep 10, 2019Aug 10, 20231430 days later · late
SHWSherwin-Williams Company
Bought$50K–$100KSep 10, 2019Aug 10, 20231430 days later · late
SSBSouthState Corporation
Sold part$15K–$50KSep 10, 2019Aug 10, 20231430 days later · late
US T BILL DUE 03/26/20 (912796SH3)Bond
Bought$50K–$100KAug 30, 2019Aug 10, 20231441 days later · late
AMGNAmgen Inc.
Bought$15K–$50KAug 29, 2019Aug 10, 20231442 days later · late
INTUIntuit Inc.
Bought$50K–$100KAug 29, 2019Aug 10, 20231442 days later · late
RDS.BRoyal Dutch Shell PLC Royal Dutch Shell PLC American Deposi…
Bought$50K–$100KAug 29, 2019Aug 10, 20231442 days later · late
VZVerizon Communications Inc.
Bought$50K–$100KAug 29, 2019Aug 10, 20231442 days later · late
ACNAccenture plc Class A Ordinary Shares
Bought$15K–$50KAug 28, 2019Aug 10, 20231443 days later · late
MSFTMicrosoft Corporation
Bought$15K–$50KAug 27, 2019Aug 10, 20231444 days later · late
PAYXPaychex, Inc.
Bought$15K–$50KAug 27, 2019Aug 10, 20231444 days later · late
MMM3M Company
Bought$15K–$50KAug 22, 2019Aug 10, 20231449 days later · late
MARMarriott International Class A
Bought$15K–$50KAug 22, 2019Aug 10, 20231449 days later · late
WMTWalmart Inc.
Bought$15K–$50KAug 22, 2019Aug 10, 20231449 days later · late
MMMSpouse3M Company
Bought$15K–$50KJun 19, 2019Aug 10, 20231513 days later · late
BBTSpouseBB&T Corporation
Sold part$15K–$50KJun 19, 2019Aug 10, 20231513 days later · late
KMBSpouseKimberly-Clark Corporation
Bought$1K–$15KJun 7, 2019Aug 10, 20231525 days later · late
SSBSouthState Corporation
Sold part$15K–$50KMay 22, 2019Aug 10, 20231541 days later · late
MMMSpouse3M Company
Sold$1K–$15KMay 17, 2019Aug 10, 20231546 days later · late
DOVSpouseDover Corporation
Bought$15K–$50KMay 15, 2019Aug 10, 20231548 days later · late
CCLSpouseCarnival Corporation
Sold$1K–$15KApr 11, 2019Aug 10, 20231582 days later · late
CAESpouseCAE Inc. Ordinary Shares
Bought$1K–$15KApr 9, 2019Aug 10, 20231584 days later · late
FDXSpouseFedEx Corporation
Sold$1K–$15KApr 9, 2019Aug 10, 20231584 days later · late
US T BILL DUE 08/15/19 (912796QV4)BondSpouse
Bought$15K–$50KFeb 15, 2019Aug 10, 20231637 days later · late
SSBSouthState Corporation
Sold part$15K–$50KFeb 7, 2019Aug 10, 20231645 days later · late
UTXSpouseUnited Technologies Corporation
Sold$1K–$15KJan 25, 2019Aug 10, 20231658 days later · late
TELSpouseTE Connectivity Ltd. New Switzerland Registered Shares
Sold$1K–$15KNov 20, 2018Aug 10, 20231724 days later · late
US T BILL DUE 02/14/19 (912796QX0)BondSpouse
Bought$15K–$50KAug 21, 2018Aug 10, 20231815 days later · late
WMTSpouseWalmart Inc.
Bought$1K–$15KJun 28, 2018Aug 10, 20231869 days later · late
BAYZFSpouseBayer AG Ordinary Shares
Sold$1K–$15KJun 7, 2018Aug 10, 20231890 days later · late
PAYXSpousePaychex, Inc.
Bought$1K–$15KMay 23, 2018Aug 10, 20231905 days later · late
WMTSpouseWalmart Inc.
Sold$1K–$15KMay 23, 2018Aug 10, 20231905 days later · late
BBTSpouseBB&T Corporation
Sold part$15K–$50KApr 27, 2018Aug 10, 20231931 days later · late
DOVSpouseDover Corporation
Sold$15K–$50KApr 11, 2018Aug 10, 20231947 days later · late
CISpouseThe Cigna Group
Sold$15K–$50KFeb 7, 2018Aug 10, 20232010 days later · late
CCLSpouseCarnival Corporation
Bought$1K–$15KJan 29, 2018Aug 10, 20232019 days later · late
PGSpouseProcter & Gamble Company
Sold$1K–$15KJan 29, 2018Aug 10, 20232019 days later · late
WMTSpouseWalmart Inc.
Bought$1K–$15KJan 25, 2018Aug 10, 20232023 days later · late
MRKSpouseMerck & Company, Inc.
Sold$1K–$15KNov 30, 2017Aug 10, 20232079 days later · late
TELSpouseTE Connectivity Ltd. New Switzerland Registered Shares
Bought$1K–$15KNov 30, 2017Aug 10, 20232079 days later · late
DISSpouseWalt Disney Company
Bought$1K–$15KNov 30, 2017Aug 10, 20232079 days later · late
GENERAL ELECTRIC 5.55% DUE 02/15/22 (36966R5P7)BondSpouse
Sold$1K–$15KNov 2, 2017Aug 10, 20232107 days later · late
FDXSpouseFedEx Corporation
Bought$1K–$15KMay 16, 2017Aug 10, 20232277 days later · late
GESpouseGeneral Electric Company
Sold$1K–$15KMay 16, 2017Aug 10, 20232277 days later · late
COSTSpouseCostco Wholesale Corporation
Bought$15K–$50KApr 27, 2017Aug 10, 20232296 days later · late
XOMSpouseExxon Mobil Corporation
Sold$1K–$15KApr 27, 2017Aug 10, 20232296 days later · late
BBTSpouseBB&T Corporation
Sold$1K–$15KMar 23, 2017Aug 10, 20232331 days later · late
BBTSpouseBB&T Corporation
Sold part$15K–$50KMar 23, 2017Aug 10, 20232331 days later · late
OSpouseRealty Income Corporation
Sold$15K–$50KFeb 13, 2017Aug 10, 20232369 days later · late
MONSANTOOtherSpouse
Bought$1K–$15KFeb 3, 2017Aug 10, 20232379 days later · late

Rick W. Allen's portfolio by sector

Share of the estimated stock portfolio.

12%Consumer
SectorShareValueHoldings
Other58%~$4.3M18
Consumer Discretionary12%~$855K6
Consumer Staples6.6%~$486.4K3
Health Care5.5%~$405.9K2
Communication Services5.3%~$392.7K1
Financials4.6%~$340K5
Technology4.5%~$328.6K4
Industrials2.5%~$182.5K3
Utilities0.9%~$62.7K2
Energy0.1%~$8K1

Portfolio performance: Rick W. Allen vs. benchmarks

Copying everything that was public: the holdings in each annual financial disclosure, bought on the day it was published, and every trade on the day it was disclosed. Since Jul 24, 2020.

  • You, copying after each disclosure – estimated value
  • S&P 500
  • Nasdaq-100
−40%−20%0%+20%+40%+60%+80%+100%+120%OctJulApr2024OctJulApr+117%Nasdaq-100+91%S&P 500+58%You, copying
Oct 1, 2021 to Oct 7, 2026, buying on disclosure dates; call options valued with their leverage (strike and expiry from the disclosure); prices adjusted for dividends and splits.
Total returnPer year
You, copying after each disclosure – estimated value+57.9%+9.5%
S&P 500+91.4%+13.8%
Nasdaq-100+116.8%+16.7%

Rick W. Allen's most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
SSBSouth State Corporation
027
DISWalt Disney Company
66
DOVDover Corporation
73
SBUXStarbucks Corporation
55
ACNAccenture plc Class A Ordinary Shares
45
INTUIntuit Inc.
35
TMOThermo Fisher Scientific Inc
44
PYPLPayPal Holdings, Inc. (PYPl)
43
FCXFreeport-McMoRan, Inc.
43
NEENextEra Energy, Inc.
51
ALBAlbemarle Corporation (AlB)
42
MMM3M Company
24

Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.