Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AZO
Autozone Inc

Consumer Cyclical
80
+ 81.63%
$3478.38 - $3880.15 $278K - $310K
178 $660K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
777
+ 0.44%
$36.02 - $41.92 $28K - $32.6K
178K $7.47M
JVA
Coffee Holding CO Inc

Consumer Defensive
65.7K
New
$2.84 - $4.74 $187K - $312K
65.7K $284K
MCHP
Microchip Technology Inc

Technology
2.31K
+ 41.84%
$35.34 - $71.6 $81.5K - $165K
7.82K $550K
PII
Polaris Inc.

Consumer Cyclical
6.98K
+ 577.11%
$31.97 - $42.61 $223K - $298K
8.19K $333K
VT
Vanguard Total World Stk Index

ETFs
1.75K
+ 40.62%
$103.16 - $128.52 $181K - $225K
6.06K $779K
BALT
Innovator Etfs Tr
8.15K
+ 31.69%
$30.33 - $32.1 $247K - $261K
33.9K $1.09M
KR
Kroger CO

Consumer Defensive
1.88K
+ 5.41%
$64.62 - $74.0 $121K - $139K
36.6K $2.62M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
4.23K
+ 30.29%
$61.25 - $63.4 $259K - $268K
18.2K $1.15M
NET
Cloudflare, Inc.

Technology
213
+ 7.66%
$97.08 - $195.83 $20.7K - $41.7K
2.99K $586K
CVNA
Carvana Co.

Consumer Cyclical
579
+ 104.89%
$162.57 - $345.64 $94.1K - $200K
1.13K $381K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
696
+ 33.56%
$201.28 - $266.34 $140K - $185K
2.77K $737K
SMR
Nuscale Power Corp

Industrials
1.3K
+ 15.35%
$12.6 - $43.24 $16.3K - $56K
9.73K $385K
PEG
Public Service Enterprise Group Inc

Utilities
2.91K
+ 24.85%
$77.13 - $84.18 $224K - $245K
14.6K $1.23M
SPGI
S&P Global Inc.

Financial Services
429
+ 21.0%
$438.31 - $527.29 $188K - $226K
2.47K $1.3M
OLED
Universal Display Corp Pa

Technology
1.68K
+ 516.26%
$106.6 - $161.02 $179K - $271K
2.01K $310K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.74K
+ 264.34%
$105.2 - $141.69 $183K - $247K
2.4K $340K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
5.56K
+ 4.92%
$50.34 - $51.86 $280K - $288K
119K $6.09M
PMX
Pimco Municipal Income Fund Iii

Financial Services
38.6K
New
$6.55 - $7.23 $253K - $279K
38.6K $264K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
6.38K
+ 67.77%
$32.77 - $38.72 $209K - $247K
15.8K $610K
KKR
Kkr & Co. Inc.

Financial Services
1.27K
+ 24.73%
$92.79 - $134.29 $118K - $171K
6.42K $853K
NEAR
Blackrock Short Maturity Bond

ETFs
5K
New
$50.41 - $51.17 $252K - $256K
5K $255K
DKNG
Draft Kings Inc.

Consumer Cyclical
5.07K
+ 132.85%
$31.67 - $42.89 $160K - $217K
8.88K $380K
SAN
Banco Santander, S.A.

Financial Services
28.1K
+ 235.32%
$5.72 - $8.32 $161K - $234K
40K $332K
AMP
Ameriprise Financial Inc

Financial Services
56
+ 1.25%
$422.19 - $533.73 $23.6K - $29.9K
4.52K $2.41M
CCI
Crown Castle International Corp

Real Estate
2.54K
+ 37.49%
$94.83 - $107.06 $241K - $272K
9.32K $957K
GM
General Motors CO

Consumer Cyclical
4.74K
+ 56.8%
$42.48 - $50.46 $201K - $239K
13.1K $643K
AB
Alliancebernstein Holding L.P.

Financial Services
6.07K
+ 1102.73%
$33.0 - $41.77 $200K - $253K
6.62K $270K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
19K
New
$11.29 - $13.14 $215K - $250K
19K $249K
TBUX
T Rowe Price Exchange Traded F

ETFs
4.98K
+ 33.28%
$49.52 - $49.9 $247K - $248K
19.9K $991K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
8.09K
+ 1332.95%
$24.54 - $30.41 $199K - $246K
8.7K $264K
BE
Bloom Energy Corp

Industrials
10.2K
+ 1199.41%
$16.32 - $23.92 $166K - $243K
11K $263K
IWP
Ishares Russell Mid Cap Growth

ETFs
728
+ 10.71%
$104.34 - $138.68 $76K - $101K
7.53K $1.04M
VFH
Vanguard Financial ETF

ETFs
279
+ 1.05%
$104.87 - $127.3 $29.3K - $35.5K
26.9K $3.43M
HUM
Humana Inc

Healthcare
1.04K
+ 187.59%
$224.93 - $295.04 $235K - $308K
1.6K $390K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
20.7K
+ 115.31%
$10.59 - $11.48 $219K - $237K
38.6K $442K
KMX
Carmax Inc

Consumer Cyclical
3.66K
+ 566.72%
$62.27 - $82.77 $228K - $303K
4.31K $289K
SNV
Synovus Financial Corp

Financial Services
4.5K
+ 387.02%
$38.27 - $51.75 $172K - $233K
5.66K $293K
WBD
Warner Bros. Discovery, Inc.

Communication Services
10.6K
+ 6.62%
$7.69 - $11.46 $81.8K - $122K
171K $1.96M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
3.39K
+ 647.99%
$67.83 - $92.33 $230K - $313K
3.91K $284K
EXAS
Exact Sciences Corp

Healthcare
3.89K
+ 130.11%
$40.31 - $58.08 $157K - $226K
6.87K $365K
RBLX
Roblox Corp

Communication Services
1.51K
+ 95.69%
$51.22 - $105.59 $77.4K - $160K
3.09K $325K
VTR
Ventas, Inc.

Real Estate
3.93K
+ 126.67%
$62.45 - $70.08 $246K - $276K
7.04K $444K
NFG
National Fuel Gas CO

Energy
2.58K
+ 126.26%
$73.0 - $86.01 $188K - $222K
4.63K $391K
CMA
Comerica Inc

Financial Services
3.72K
+ 36.66%
$50.42 - $59.65 $188K - $222K
13.9K $827K
EQT
Eqt Corp

Energy
3.69K
+ 136.13%
$46.11 - $60.44 $170K - $223K
6.39K $372K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
2.66K
+ 4664.91%
$105.72 - $1416.0 $281K - $3.77M
2.72K $303K
SHEL
Shell PLC

Energy
4.61K
+ 13.59%
$59.75 - $73.05 $276K - $337K
38.5K $2.71M
SUN
Sunoco LP

Energy
4.31K
+ 465.95%
$50.38 - $59.13 $217K - $255K
5.24K $280K
Activity Summary
Buys All Purchases 3169 New Holdings 667 Increased Positions 2502 Sells All Sells 743 Reductions 739 Sold out 4 Options Calls 0 Puts 1
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