Allworth Financial LP Portfolio Holdings
Allworth Financial LP
- $14 Billion
- Q1 2024
Allworth Financial LP has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $14 Billion distributed in 4006 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $2.15B, Vanguard Bd Index Fd Inc Total with a value of $1.2B, Spdr Ser Tr Fds Spdr Portfolio with a value of $1.02B, Spdr Portfolio S&P 500 Value E with a value of $972M, and Spdr Portfolio with a value of $933M.
Examining the 13F form we can see an increase of $950M in the current position value, from $13.1B to 14B.
Below you can find more details about Allworth Financial LP portfolio as well as his latest detailed transactions.
Portfolio value
$14 Billion
ETFs: $12.6 Billion
Technology: $409 Million
Financial Services: $191 Million
Consumer Cyclical: $124 Million
Healthcare: $111 Million
Industrials: $103 Million
Consumer Defensive: $92.4 Million
Communication Services: $90.6 Million
Other: $130 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 4,006
- Current Value $14 Billion
- Prior Value $13.1 Billion
- Filing
- Period Q1 2024
- Filing Date April 25, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 298 stocks
- Additional Purchases 1,343 stocks
- Sold out of 0 stocks
- Reduced holdings in 978 stocks