Holdings
Asset Allocation Strategies LLC
As of Jun 30, 2026, Asset Allocation Strategies LLC reported 30 positions worth US$18.5M. Largest: Apple Inc, Jackson Financial Inc. and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 8,807 | US$2.55M | −20 | Jun 30, 2026 |
| Jackson Financial Inc. | 23,623 | US$2.42M | +1,788 | Jun 30, 2026 |
| Nvidia Corporation | 8,569 | US$1.71M | +510 | Jun 30, 2026 |
| Amazon.com, Inc. | 4,437 | US$1.06M | +182 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,773 | US$991K | +165 | Jun 30, 2026 |
| Enterprise Products Partners L.p. | 25,359 | US$932K | +351 | Jun 30, 2026 |
| Energy Transfer Lp | 45,234 | US$865K | +738 | Jun 30, 2026 |
| Microsoft Corp. | 2,087 | US$778K | +405 | Jun 30, 2026 |
| Citigroup, Inc. | 3,877 | US$543K | −31 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 1,043 | US$522K | +151 | Jun 30, 2026 |