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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • 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
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