0001085146-23-001734.txt : 20230418
0001085146-23-001734.hdr.sgml : 20230418
20230417214138
ACCESSION NUMBER: 0001085146-23-001734
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230418
DATE AS OF CHANGE: 20230417
EFFECTIVENESS DATE: 20230418
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Allied Investment Advisors, LLC
CENTRAL INDEX KEY: 0001729869
IRS NUMBER: 453171273
STATE OF INCORPORATION: MT
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18241
FILM NUMBER: 23825356
BUSINESS ADDRESS:
STREET 1: 3409 TRANSTECH WAY
STREET 2: SUITE A
CITY: BILLINGS
STATE: MT
ZIP: 59106
BUSINESS PHONE: 406-839-2035
MAIL ADDRESS:
STREET 1: 3409 TRANSTECH WAY
STREET 2: SUITE A
CITY: BILLINGS
STATE: MT
ZIP: 59106
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001729869
XXXXXXXX
03-31-2023
03-31-2023
false
Allied Investment Advisors, LLC
3409 TRANSTECH WAY
SUITE A
BILLINGS
MT
59106
13F HOLDINGS REPORT
028-18241
000159103
N
Kellie Hirsch
Operations Manager
406-839-2379
/s/ Kellie Hirsch
Billings
MT
04-17-2023
0
58
322750408
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
3M CO
COM
88579Y101
BBG001S5T7X2
5737114
54582
SH
SOLE
54582
0
0
AAON INC
COM PAR $0.004
000360206
BBG001S6CZK0
2221453
22975
SH
SOLE
22975
0
0
ABBOTT LABS
COM
002824100
BBG001S5N9M6
7052759
69650
SH
SOLE
69650
0
0
ABBVIE INC
COM
00287Y109
BBG0025Y4RZ3
203197
1275
SH
SOLE
1275
0
0
ALPHABET INC
CAP STK CL A
02079K305
BBG009S39JY5
262852
2534
SH
SOLE
2534
0
0
APPLE INC
COM
037833100
BBG001S5N8V8
13405730
81296
SH
SOLE
81296
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
BBG001S82KF6
237324
1066
SH
SOLE
1066
0
0
BANK AMERICA CORP
COM
060505104
BBG001S5P0Y0
6966617
243588
SH
SOLE
243588
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
BBG001S902J2
931200
2
SH
SOLE
2
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
BBG001S90346
873510
2829
SH
SOLE
2829
0
0
BOEING CO
COM
097023105
BBG001S5P0V3
687848
3238
SH
SOLE
3238
0
0
CATERPILLAR INC
COM
149123101
BBG001S5PJ06
9899618
43260
SH
SOLE
43260
0
0
CHEVRON CORP NEW
COM
166764100
BBG001S67ZC5
10860419
66563
SH
SOLE
66563
0
0
CITIGROUP INC
COM NEW
172967424
BBG001S72ZG4
205144
4375
SH
SOLE
4375
0
0
COSTCO WHSL CORP NEW
COM
22160K105
BBG001S9KRQ7
224585
452
SH
SOLE
452
0
0
DEERE & CO
COM
244199105
BBG001S5QFF7
9502846
23016
SH
SOLE
23016
0
0
DNP SELECT INCOME FD INC
COM
23325P104
BBG001S5QKC9
176254
15994
SH
SOLE
15994
0
0
EAGLE BANCORP MONT INC
COM
26942G100
BBG001SF3Q66
779239
55226
SH
SOLE
55226
0
0
EMERSON ELEC CO
COM
291011104
BBG001S5QVT7
8011477
91938
SH
SOLE
91938
0
0
EXXON MOBIL CORP
COM
30231G102
BBG001S69V32
11026269
100550
SH
SOLE
100550
0
0
FEDEX CORP
COM
31428X106
BBG001S5R3M5
8700899
38080
SH
SOLE
38080
0
0
FIRST INTST BANCSYSTEM INC
COM CL A
32055Y201
BBG001S9F1B6
322607
10804
SH
SOLE
10804
0
0
GERON CORP
COM
374163103
BBG001S6TSX4
45481
20959
SH
SOLE
20959
0
0
GLACIER BANCORP INC NEW
COM
37637Q105
BBG001S6HGM5
498617
11869
SH
SOLE
11869
0
0
GOLDMAN SACHS GROUP INC
COM
38141G104
BBG001SC07Z6
6534349
19976
SH
SOLE
19976
0
0
HOME DEPOT INC
COM
437076102
BBG001S5RTW7
605291
2051
SH
SOLE
2051
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
BBG001S5S399
7026031
53597
SH
SOLE
53597
0
0
INVESCO EXCH TRADED FD TR II
S&P500 LOW VOL
46138E354
BBG001V18CG8
761280
12200
SH
SOLE
12200
0
0
JOHNSON & JOHNSON
COM
478160104
BBG001S5SHQ9
7878547
50829
SH
SOLE
50829
0
0
JPMORGAN CHASE & CO
COM
46625H100
BBG001S8CRC3
9236764
70883
SH
SOLE
70883
0
0
KIMBERLY-CLARK CORP
COM
494368103
BBG001S5SLZ0
7431225
55366
SH
SOLE
55366
0
0
LOCKHEED MARTIN CORP
COM
539830109
BBG001S7PS57
7497498
15860
SH
SOLE
15860
0
0
LOWES COS INC
COM
548661107
BBG001S5SVL3
9721142
48613
SH
SOLE
48613
0
0
MCDONALDS CORP
COM
580135101
BBG001S5T110
361815
1294
SH
SOLE
1294
0
0
MEDTRONIC PLC
SHS
G5960L103
BBG001S5T2S9
6678561
82840
SH
SOLE
82840
0
0
MERCK & CO INC
COM
58933Y105
BBG001S5TC52
8648549
81291
SH
SOLE
81291
0
0
MICROSOFT CORP
COM
594918104
BBG001S5TD05
17810021
61776
SH
SOLE
61776
0
0
OTIS WORLDWIDE CORP
COM
68902V107
BBG00RP60LN7
7656937
90722
SH
SOLE
90722
0
0
PEPSICO INC
COM
713448108
BBG001S695T1
8601096
47181
SH
SOLE
47181
0
0
PFIZER INC
COM
717081103
BBG001S5V466
6391238
156648
SH
SOLE
156648
0
0
PROCTER AND GAMBLE CO
COM
742718109
BBG001S5V4L9
8038861
54065
SH
SOLE
54065
0
0
PROSHARES TR
S&P 500 DV ARIST
74348A467
BBG005D266P2
1955456
21432
SH
SOLE
21432
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
BBG001S5X5Q9
8735748
89204
SH
SOLE
89204
0
0
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
BBG001T66WQ7
271436
4139
SH
SOLE
4139
0
0
SHELL PLC
SPON ADS
780259305
BBG0147BN6H1
9659585
167876
SH
SOLE
167876
0
0
STARBUCKS CORP
COM
855244109
BBG001S72KH6
722662
6940
SH
SOLE
6940
0
0
STATE STR CORP
COM
857477103
BBG001S5RLD5
7633715
100855
SH
SOLE
100855
0
0
SYSCO CORP
COM
871829107
BBG001S5WJS8
7771037
100622
SH
SOLE
100622
0
0
TARGET CORP
COM
87612E106
BBG001SC0K41
7527884
45450
SH
SOLE
45450
0
0
TOTALENERGIES SE
SPONSORED ADS
89151E109
BBG001S6WYD9
8418050
142558
SH
SOLE
142558
0
0
US BANCORP DEL
COM NEW
902973304
BBG001S6T8C1
5890498
163398
SH
SOLE
163398
0
0
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
BBG001SHVR41
253124
1308
SH
SOLE
1308
0
0
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
BBG001SHVR32
28111096
117886
SH
SOLE
117886
0
0
VANGUARD WORLD FDS
INDUSTRIAL ETF
92204A603
BBG001SHVTX5
221944
1165
SH
SOLE
1165
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
BBG001SHTTR5
905469
2349
SH
SOLE
2349
0
0
WALMART INC
COM
931142103
BBG001S5XH92
7738029
52479
SH
SOLE
52479
0
0
WELLS FARGO CO NEW
COM
949746101
BBG001S5XF23
6994321
187114
SH
SOLE
187114
0
0
WP CAREY INC
COM
92936U109
BBG001S67MM3
228090
2945
SH
SOLE
2945
0
0