Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
24.6K
+ 21.17%
$308.27 - $373.31 $7.58M - $9.18M
141K $49.9M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
80.6K
+ 4.35%
$45.88 - $54.4 $3.7M - $4.38M
1.93M $105M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
19.9K
+ 99.19%
$376.48 - $440.65 $7.51M - $8.78M
40K $17.6M
ALL
Allstate Corp

Financial Services
45.6K
+ 296.35%
$180.53 - $212.64 $8.23M - $9.69M
61K $12.3M
CMI
Cummins Inc

Industrials
27.2K
+ 482.2%
$267.12 - $336.65 $7.28M - $9.17M
32.9K $10.8M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
36.5K
+ 4.13%
$60.34 - $74.89 $2.2M - $2.73M
922K $69M
DUK
Duke Energy Corp

Utilities
78K
+ 75.78%
$112.46 - $124.05 $8.77M - $9.68M
181K $21.4M
TFC
Truist Financial Corp

Financial Services
200K
+ 512.52%
$34.79 - $42.99 $6.95M - $8.59M
239K $10.3M
DUHP
Dimensional ETF Tr Dimensional

ETFs
183K
+ 21.56%
$29.36 - $35.56 $5.37M - $6.5M
1.03M $36.6M
HUBB
Hubbell Inc

Industrials
20.7K
+ 3780.8%
$315.94 - $408.41 $6.53M - $8.45M
21.2K $8.67M
CME
Cme Group Inc.

Financial Services
29.2K
+ 109.58%
$252.37 - $290.71 $7.37M - $8.49M
55.8K $15.4M
PLD
Prologis, Inc.

Real Estate
87.6K
+ 61.65%
$89.76 - $112.34 $7.86M - $9.84M
230K $24.1M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
47.8K
+ 3351.09%
$140.37 - $177.56 $6.71M - $8.49M
49.2K $8.46M
TXN
Texas Instruments Inc

Technology
42.4K
+ 33.54%
N/A
169K $32.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
25.1K
+ 2.16%
$90.56 - $109.49 $2.28M - $2.75M
1.19M $130M
BRK-A
Berkshire Hathaway Inc

Financial Services
13
+ 72.22%
$725400.0 - $809350.0 $9.43M - $10.5M
31 $22.6M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
86.5K
+ 31572.63%
$84.41 - $106.28 $7.3M - $9.19M
86.8K $8.24M
VEA
Vanguard Ftse Developed Market

ETFs
103K
+ 27.39%
$45.65 - $57.01 $4.68M - $5.84M
477K $27.2M
DFAT
Dimensional ETF Tr U S Target

ETFs
113K
+ 13.92%
$44.8 - $53.97 $5.07M - $6.11M
926K $50M
ACT
Enact Holdings, Inc.

Financial Services
215K
+ 203040.56%
$31.91 - $37.44 $6.87M - $8.06M
215K $8M
IVV
Ishares Core S&P 500 ETF

ETFs
1.49K
+ 1.26%
$498.8 - $620.9 $745K - $927K
120K $74.7M
GD
General Dynamics Corp

Industrials
25.2K
+ 94.15%
$247.68 - $291.66 $6.25M - $7.36M
52K $15.2M
OKE
Oneok Inc

Energy
101K
+ 448.0%
$78.71 - $100.37 $7.92M - $10.1M
123K $10M
INGR
Ingredion Inc

Consumer Defensive
57K
+ 3856.26%
$123.22 - $140.95 $7.02M - $8.03M
58.4K $7.92M
BKR
Baker Hughes CO

Energy
202K
+ 4343.53%
$35.0 - $44.92 $7.05M - $9.05M
206K $7.9M
HON
Honeywell International Inc

Industrials
20.3K
+ 14.67%
$182.86 - $232.88 $3.71M - $4.73M
159K $37M
COST
Costco Wholesale Corp

Consumer Defensive
5.34K
+ 10.0%
$908.13 - $1056.85 $4.85M - $5.65M
58.7K $58.2M
BR
Broadridge Financial Solutions, Inc.

Technology
31.1K
+ 2191.75%
$217.22 - $246.25 $6.75M - $7.65M
32.5K $7.9M
R
Ryder System Inc

Industrials
47.3K
+ 135234.3%
$130.14 - $160.88 $6.16M - $7.61M
47.4K $7.53M
CI
Cigna Corp

Healthcare
22.4K
+ 352.73%
$301.89 - $340.04 $6.76M - $7.61M
28.7K $9.49M
CRM
Salesforce, Inc.

Technology
26.2K
+ 99.1%
$236.26 - $291.15 $6.19M - $7.63M
52.6K $14.4M
AMD
Advanced Micro Devices Inc

Technology
41.7K
+ 152.44%
$78.21 - $143.81 $3.26M - $5.99M
69K $9.79M
IPPP
Listed Fds Tr Preferred Plus E
695K
New
$9.03 - $9.95 $6.27M - $6.91M
695K $6.79M
NOW
Service Now, Inc.

Technology
6.29K
+ 480.44%
$721.65 - $1040.18 $4.54M - $6.54M
7.6K $7.81M
GL
Globe Life Inc.

Financial Services
54.5K
+ 9535.9%
$113.29 - $133.09 $6.17M - $7.25M
55K $6.84M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
93.9K
+ 1.75%
$49.73 - $51.44 $4.67M - $4.83M
5.46M $281M
XBAP
Innovator ETF Tr Us Equity Acc
111K
+ 7.74%
$32.27 - $36.74 $3.59M - $4.09M
1.55M $56.9M
PG
Procter & Gamble CO

Consumer Defensive
63.3K
+ 20.45%
$157.66 - $172.39 $9.98M - $10.9M
373K $59.4M
ETN
Eaton Corp PLC

Industrials
2.98K
+ 4.57%
$246.52 - $356.99 $734K - $1.06M
68.1K $24.3M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
269K
+ 1.25%
$22.54 - $23.17 $6.07M - $6.24M
21.8M $501M
AFG
American Financial Group Inc

Financial Services
45.5K
+ 4760.67%
$116.9 - $132.12 $5.32M - $6.01M
46.5K $5.86M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
19.1K
+ 2.74%
$114.78 - $133.31 $2.19M - $2.54M
715K $95.3M
XLK
Technology Sector Spdr

ETFs
8.93K
+ 12.87%
$179.73 - $253.23 $1.61M - $2.26M
78.3K $19.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
48.3K
+ 6.61%
$39.89 - $49.46 $1.93M - $2.39M
780K $38.6M
ISRG
Intuitive Surgical Inc

Healthcare
8.25K
+ 44.92%
$451.58 - $565.94 $3.73M - $4.67M
26.6K $14.5M
BAC
Bank Of America Corp

Financial Services
77.7K
+ 26.57%
$34.39 - $47.46 $2.67M - $3.69M
370K $17.5M
VXF
Vanguard Extended Market ETF

ETFs
24.9K
+ 178.72%
$150.43 - $192.71 $3.74M - $4.79M
38.8K $7.47M
MBB
Ishares Tr

ETFs
50.1K
+ 1.64%
$91.41 - $94.22 $4.58M - $4.72M
3.1M $291M
MO
Altria Group, Inc.

Consumer Defensive
83.5K
+ 73.4%
$55.56 - $60.91 $4.64M - $5.09M
197K $11.6M
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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