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Government Tracker

Richard W. Allen

House
Chamber
Georgia District 12
Represents
54
Trades on record
-0.8%
Avg return, 30d
+1.0%
Avg return, 90d
+1.3%
Avg return, 180d

Disclosed holdings

120 assets, filed Aug 11, 2026 (FD Original).
(15140RCU1) [BA] ⇒ · R.W. Allen & Associates, Inc. RWA&A - Securities SP $15,001 - $50,000
ABBV AbbVie Inc. · Stock (public) $250,000
GOOGL Alphabet Inc. - Class A · Stock (public) $250,000
GOOGL Alphabet Inc. - Class A · Stock (public) $250,000
AMZN Amazon.com, Inc. · Stock (public) $250,000
AWK American Water Works Company, Inc. · Stock (public) $100,000
AMP Ameriprise Financial, Inc. Common Stock · Stock (public) $100,000
AMGN Amgen Inc. · Stock (public) $100,000
AMGN Amgen Inc. · Stock (public) $100,000
AZO AutoZone, Inc. Common Stock · Stock (public) · LIVTR SP $15,001 - $50,000
AZO AutoZone, Inc. Common Stock · Stock (public) $100,000
CASH ACCOUNTS Bank/brokerage account · CONT IRA SP $1,001 - $15,000
CASH ACCOUNTS Bank/brokerage account · IRA $1,001 - $15,000
CASH ACCOUNTS Bank/brokerage account · SCH1 $15,001 - $50,000
CASH ASSETS, 44% Interest Other liability $5,000,000
COMMERCIAL RENTAL PROPERTY Real property $1,000,000
Centier Bank 4.8% CD FDIC INS DUE 07/27/26 $250,000
CB Chubb Limited · Stock (public) $250,000
CTAS Cintas Corporation · Stock (public) $100,000
COST Costco Wholesale Corporation · Stock (public) $100,000
COST Costco Wholesale Corporation · Stock (public) $250,000
DABS DoubleLine Asset-Backed Securities ETF · Exchange-traded fund · CONT IRA SP $15,001 - $50,000
DABS DoubleLine Asset-Backed Securities ETF · Exchange-traded fund · INIRA SP $15,001 - $50,000
DABS DoubleLine Asset-Backed Securities ETF · Exchange-traded fund · IRA $15,001 - $50,000
DABS DoubleLine Asset-Backed Securities ETF · Exchange-traded fund · SCH1 $15,001 - $50,000
DOV Dover Corporation · Stock (public) $100,000
FERG Ferguson Enterprises Inc. Common Stock (FERG) [ST] ⇒ · R.W. Allen & Associates, Inc. RWA&A - Securities SP $15,001 - $50,000
GPN Global Payments Inc. Common Stock · Stock (public) $100,000
GSIE Goldman Sachs ActiveBeta International Equity ETF · Exchange-traded fund · CONT IRA SP $15,001 - $50,000
GSIE Goldman Sachs ActiveBeta International Equity ETF · Exchange-traded fund · INIRA SP $15,001 - $50,000
GSIE Goldman Sachs ActiveBeta International Equity ETF · Exchange-traded fund · IRA $15,001 - $50,000
GSIE Goldman Sachs ActiveBeta International Equity ETF (GSIE) [EF] ⇒ · R.W. Allen & Associates, Inc. RWA&A - Securities SP $15,001 - $50,000
INTU Intuit Inc. · Stock (public) $100,000
INTU Intuit Inc. · Stock (public) $100,000
MAR Marriott International - Class A · Stock (public) $100,000
MAR Marriott International - Class A · Stock (public) $250,000
MSFT Microsoft Corporation · Stock (public) $100,000
MSFT Microsoft Corporation · Stock (public) $250,000
Morgan Stanley Bank 4.25% Due 9/13/27 (61776CAS6) Bank/brokerage account $250,000
Northwestern Mutual ORD Life 2 [WU] ⇒ · R.W. Allen & Associates, Inc. R.W. ALLEN, LLC LIFE $15,001 - $50,000
Northwestern Mutual ORD Life 3 [WU] ⇒ · R.W. Allen & Associates, Inc. R.W. ALLEN, LLC LIFE $15,001 - $50,000
Northwestern Mutual ORD Life-Former EOL WU · Spouse $100,001 - $250,000
Northwestern Mutual Whole Life 2 [WU] ⇒ · R.W. Allen & Associates, Inc. RWA&A - Securities SP $15,001 - $50,000
NPSRX Nuveen Preferred Securities Fund - Cl R · Mutual fund $100,000
NPSRX Nuveen Preferred Securities Fund - Cl R · Mutual fund $250,000
Personal Home Real property $5,000,000
Personal Home in DC Real property $5,000,000
PG Procter & Gamble Company · Stock (public) $100,000
R.W. Allen Construction Services, LLC, 15% Interest Other liability $250,000
RAWA Leasing Equipment Other liability $250,000
RW Allen Construction LLC2, 22% Interest Other liability $5,000,000
XLY SPDR Select Sector Fund - Consumer Discretionary · Exchange-traded fund · CONT IRA SP $1,001 - $15,000
XLY SPDR Select Sector Fund - Consumer Discretionary · Exchange-traded fund · INIRA SP $1,001 - $15,000
XLY SPDR Select Sector Fund - Consumer Discretionary · Exchange-traded fund · IRA $1,001 - $15,000
XLP SPDR Select Sector Fund - Consumer Staples · Exchange-traded fund · CONT IRA SP $1,001 - $15,000
XLP SPDR Select Sector Fund - Consumer Staples · Exchange-traded fund · IRA $15,001 - $50,000
XLF SPDR Select Sector Fund - Financial · Exchange-traded fund · CONT IRA SP $1,001 - $15,000
XLF SPDR Select Sector Fund - Financial · Exchange-traded fund · INIRA SP $1,001 - $15,000
XLF SPDR Select Sector Fund - Financial · Exchange-traded fund · IRA $15,001 - $50,000
XLF SPDR Select Sector Fund - Financial · Exchange-traded fund $250,000
XLV SPDR Select Sector Fund - Health Care · Exchange-traded fund · CONT IRA SP $1,001 - $15,000
XLV SPDR Select Sector Fund - Health Care · Exchange-traded fund · INIRA SP $1,001 - $15,000
XLV SPDR Select Sector Fund - Health Care · Exchange-traded fund · IRA $15,001 - $50,000
XLV SPDR Select Sector Fund - Health Care · Exchange-traded fund $100,000
XLK SPDR Select Sector Fund - Technology · Exchange-traded fund $250,000
XLK SPDR Select Sector Fund - Technology · Exchange-traded fund $250,000
SCHB Schwab U.S. Broad Market ETF · Exchange-traded fund $250,000
SCHB Schwab U.S. Broad Market ETF · Exchange-traded fund $250,000
Schwab U.S. Broad Market ETF Exchange-traded fund $500,000
SCHB Schwab U.S. Broad Market ETF · Exchange-traded fund · LIVTR SP $15,001 - $50,000
SCHB Schwab U.S. Broad Market ETF · Exchange-traded fund $500,000
SNSXX Schwab U.S. Treasury Money Fund Investor Shares · Mutual fund · CONT IRA SP $15,001 - $50,000
SNSXX Schwab U.S. Treasury Money Fund Investor Shares · Mutual fund · INIRA SP $15,001 - $50,000
Schwab U.S. Treasury Money Fund Investor Shares (SNSXX) $100,000
Schwab U.S. Treasury Money Fund Investor Shares (SNSXX) $100,000
SCHD Schwab US Dividend Equity ETF · Exchange-traded fund · CONT IRA SP $15,001 - $50,000
SCHD Schwab US Dividend Equity ETF · Exchange-traded fund · INIRA SP $1,001 - $15,000
Schwab US Dividend Equity ETF Exchange-traded fund $250,000
SCHD Schwab US Dividend Equity ETF · Exchange-traded fund $250,000
SHW Sherwin-Williams Company · Stock (public) $100,000
South State Bank Bank/brokerage account · CONT IRA SP $1,001 - $15,000
The Charles Schwab Corporation Depositary Shares each $250,000
XLC The Communication Services Select Sector SPDR Fund · Exchange-traded fund · INIRA SP $1,001 - $15,000
XLC The Communication Services Select Sector SPDR Fund · Exchange-traded fund · LIVTR SP $15,001 - $50,000
The Communication Services Select Sector SPDR Fund (XLC) $250,000
US TREASUR NOTE 3.75% DUE 08/15/27 (91282CLG4) $100,000
US Treasury 3.75% 12/31/28 (91282CJR3) Government security $250,000
US Treasury 4.375% 12/15/26 (91282CJP7) Government security $250,000
US Treasury Bill - Due 12/15/26 4.375% - 91282CJP7 Government security $100,000
US Treasury Bill 912797PD3 Government security $100,000
US Treasury Bill 912797PV3 Government security $100,000
US Treasury Bill 91282CHB0 Government security $250,000
US Treasury Bill 91282CKE0 Government security $100,000
US Treasury Bill 91282CLP4 3.5% Due 9/30/26 Government security $100,000
WMT Walmart Inc. · Stock (public) $250,000
USMV iShares MSCI USA Min Vol Factor ETF · Exchange-traded fund $100,000
USMV iShares MSCI USA Min Vol Factor ETF · Exchange-traded fund · INIRA SP $15,001 - $50,000
USMV iShares MSCI USA Min Vol Factor ETF · Exchange-traded fund $250,000
QUAL iShares MSCI USA Quality Factor ETF · Exchange-traded fund · CONT IRA SP $1,001 - $15,000
QUAL iShares MSCI USA Quality Factor ETF · Exchange-traded fund · INIRA SP $1,001 - $15,000
QUAL iShares MSCI USA Quality Factor ETF · Exchange-traded fund $100,000
IBTG iShares iBonds Dec 2026 Term Treasury ETF · Exchange-traded fund · CONT IRA SP $15,001 - $50,000
IBTG iShares iBonds Dec 2026 Term Treasury ETF · Exchange-traded fund · INIRA SP $15,001 - $50,000
IBTG iShares iBonds Dec 2026 Term Treasury ETF · Exchange-traded fund · IRA $15,001 - $50,000
IBTH iShares iBonds Dec 2027 Term Treasury ETF · Exchange-traded fund · CONT IRA SP $15,001 - $50,000
IBTH iShares iBonds Dec 2027 Term Treasury ETF · Exchange-traded fund · INIRA SP $1,001 - $15,000
IBTH iShares iBonds Dec 2027 Term Treasury ETF · Exchange-traded fund · IRA $15,001 - $50,000
IBTI iShares iBonds Dec 2028 Term Treasury ETF · Exchange-traded fund · CONT IRA SP $15,001 - $50,000
IBTI iShares iBonds Dec 2028 Term Treasury ETF · Exchange-traded fund · INIRA SP $15,001 - $50,000
IBTI iShares iBonds Dec 2028 Term Treasury ETF · Exchange-traded fund · IRA $15,001 - $50,000
IBTI iShares iBonds Dec 2028 Term Treasury ETF · Exchange-traded fund $250,000
IBTJ iShares iBonds Dec 2029 Term Treasury ETF · Exchange-traded fund · INIRA SP $15,001 - $50,000
⇒ · R.W. Allen & Associates, Inc. RWA&A - Securities SP $15,001 - $50,000
⇒ · R.W. Allen & Associates, Inc. RWA&A - Securities SP $15,001 - $50,000
⇒ · R.W. Allen & Associates, Inc. RWA&A - Securities SP $15,001 - $50,000
⇒ · R.W. Allen & Associates, Inc. RWA&A - Securities SP $15,001 - $50,000
⇒ · R.W. Allen & Associates, Inc. RWA&A - Securities SP $15,001 - $50,000
⇒ · R.W. Allen & Associates, Inc. RWA&A - Securities SP $15,001 - $50,000
⇒ · R.W. Allen & Associates, Inc. RWA&A - Securities SP None
⇒ · R.W. Allen & Associates, Inc. RWA&A - Securities $15,001 - $50,000
Show all 120

Current holdings

ABT Last activity: Sale Jul 14, 2026
AMD Last activity: Purchase Jul 14, 2026
AVGO Last activity: Purchase Jul 14, 2026
INTU Last activity: Sale Jun 10, 2026
ACN Last activity: Sale May 8, 2026
AXP Last activity: Purchase May 8, 2026
TSM Last activity: Purchase May 8, 2026
PG Last activity: Sale Apr 16, 2026
SPGI Last activity: Sale Apr 16, 2026
AMP Last activity: Sale Apr 15, 2026
KMI Last activity: Purchase Feb 19, 2026
AWK Last activity: Sale Jan 14, 2026
PAYX Last activity: Sale Jan 14, 2026
FERG Last activity: Purchase Dec 12, 2025
NFLX Last activity: Sale Dec 12, 2025
CHD Last activity: Sale Oct 10, 2025
ATO Last activity: Purchase Aug 19, 2025
SCHW Last activity: Purchase Jul 10, 2025
TMO Last activity: Sale May 16, 2025
AZO Last activity: Purchase Jan 17, 2025
ROL Last activity: Purchase Dec 12, 2024
Show all 21

Top investments by return

INTU Sale Apr 16, 2026 +27.7%
PAYX Sale Jan 14, 2026 +19.4%
AZO Purchase Jan 17, 2025 +11.6%
TSM Purchase Feb 19, 2026 +11.4%
AXP Purchase May 8, 2026 +8.4%

Full activity log

DateTicker / AssetTypeAmountOversight
Jul 14, 2026 ABT Sale $15,001 - $50,000 House Committee on Energy and Commerce
Jul 14, 2026 AMD Purchase $1,001 - $15,000 House Committee on Energy and Commerce
Jul 14, 2026 AVGO Purchase $1,001 - $15,000 House Committee on Energy and Commerce
Jun 10, 2026 INTU Sale $15,001 - $50,000 —
May 19, 2026 US Treasury Purchase $100,001 - $250,000 —
May 8, 2026 ACN Sale $15,001 - $50,000 —
May 8, 2026 AXP Purchase $1,001 - $15,000 —
May 8, 2026 TSM Purchase $1,001 - $15,000 House Committee on Energy and Commerce
Apr 16, 2026 ABT Sale $15,001 - $50,000 House Committee on Energy and Commerce
Apr 16, 2026 INTU Sale $15,001 - $50,000 —
Apr 16, 2026 PG Sale $15,001 - $50,000 —
Apr 16, 2026 SPGI Sale $15,001 - $50,000 —
Apr 16, 2026 US Treasury Sale $100,001 - $250,000 —
Apr 16, 2026 US Treasury Sale $100,001 - $250,000 —
Apr 15, 2026 AMP Sale $50,001 - $100,000 —
Mar 24, 2026 US Treasury Purchase $15,001 - $50,000 —
Feb 19, 2026 INTU Sale $1,001 - $15,000 —
Feb 19, 2026 KMI Purchase $1,001 - $15,000 House Committee on Energy and Commerce
Feb 19, 2026 TSM Purchase $1,001 - $15,000 House Committee on Energy and Commerce
Feb 18, 2026 INTU Sale $15,001 - $50,000 —
Feb 18, 2026 US Treasury Purchase $50,001 - $100,000 —
Jan 26, 2026 US Treasury Purchase $100,001 - $250,000 —
Jan 14, 2026 AWK Sale $50,001 - $100,000 —
Jan 14, 2026 PAYX Sale $15,001 - $50,000 —
Jan 14, 2026 SPGI Purchase $15,001 - $50,000 —
Dec 12, 2025 FERG Purchase $15,001 - $50,000 —
Dec 12, 2025 NFLX Sale $1,001 - $15,000 —
Nov 14, 2025 US Treasury Purchase $50,001 - $100,000 —
Oct 10, 2025 CHD Sale $15,001 - $50,000 —
Oct 10, 2025 US Treasury Purchase $50,001 - $100,000 —
Sep 12, 2025 ACN Sale $1,001 - $15,000 —
Aug 19, 2025 ACN Sale $1,001 - $15,000 —
Aug 19, 2025 ATO Purchase $15,001 - $50,000 House Committee on Energy and Commerce
Aug 19, 2025 US Treasury Purchase $100,001 - $250,000 —
Jul 10, 2025 SCHW Purchase $15,001 - $50,000 —
Jul 10, 2025 US Treasury Purchase $50,001 - $100,000 —
Jul 10, 2025 US Treasury Purchase $50,001 - $100,000 —
Jun 20, 2025 INTU Purchase $1,001 - $15,000 —
May 16, 2025 NFLX Purchase $15,001 - $50,000 —
May 16, 2025 TMO Sale $15,001 - $50,000 House Committee on Energy and Commerce
May 16, 2025 US Treasury Purchase $1,001 - $15,000 —
Apr 15, 2025 US Treasury Sale $15,001 - $50,000 —
Apr 15, 2025 US Treasury Sale $50,001 - $100,000 —
Apr 15, 2025 US Treasury Sale $100,001 - $250,000 —
Apr 11, 2025 TMO Sale $15,001 - $50,000 House Committee on Energy and Commerce
Feb 26, 2025 US Treasury Purchase $50,001 - $100,000 —
Jan 27, 2025 US Treasury Purchase $100,001 - $250,000 —
Jan 27, 2025 US Treasury Purchase $100,001 - $250,000 —
Jan 17, 2025 AZO Purchase $15,001 - $50,000 —
Jan 8, 2025 US Treasury Sale $15,001 - $50,000 —
Dec 12, 2024 ROL Purchase $15,001 - $50,000 —
Dec 3, 2024 US Treasury Purchase $100,001 - $250,000 —
Dec 3, 2024 US Treasury Purchase $15,001 - $50,000 —
Dec 3, 2024 US Treasury Purchase $50,001 - $100,000 —