Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TCBK
Trico Bancshares

Financial Services
111K
+ 1339.51%
$35.9 - $41.52 $3.99M - $4.61M
119K $4.83M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
40.9K
+ 2.51%
$26.82 - $30.48 $1.1M - $1.25M
1.67M $50.8M
VNQ
Vanguard Specialized Funds Van

ETFs
49.5K
+ 179.47%
$79.79 - $91.42 $3.95M - $4.53M
77.1K $6.87M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
29.8K
+ 9.09%
$55.54 - $69.09 $1.66M - $2.06M
358K $24.7M
AXON
Axon Enterprise, Inc.

Industrials
4.7K
+ 455.08%
$497.13 - $827.94 $2.34M - $3.89M
5.73K $4.75M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
35.6K
+ 1.96%
$24.63 - $29.39 $877K - $1.05M
1.85M $53.5M
MA
Mastercard Inc

Financial Services
6.51K
+ 18.13%
$479.92 - $590.74 $3.12M - $3.85M
42.4K $23.8M
MUB
Ishares National Muni Bond ETF

ETFs
42.7K
+ 12.69%
$102.31 - $105.8 $4.37M - $4.52M
379K $39.6M
XOM
Exxon Mobil Corp

Energy
71.1K
+ 22.28%
$99.93 - $119.04 $7.1M - $8.46M
390K $42M
KO
Coca Cola CO

Consumer Defensive
64.5K
+ 12.16%
$68.37 - $73.9 $4.41M - $4.77M
595K $42.1M
GLD
Spdr Gold Trust

ETFs
6.32K
+ 5.79%
$273.71 - $316.29 $1.73M - $2M
116K $35.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
12.2K
+ 0.84%
$19.1 - $23.83 $234K - $292K
1.47M $34.9M
APH
Amphenol Corp

Technology
33.6K
+ 366.59%
$59.09 - $98.75 $1.98M - $3.31M
42.7K $4.22M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
43.4K
+ 448.17%
$82.21 - $83.12 $3.57M - $3.61M
53.1K $4.4M
AME
Ametek Inc

Industrials
19.6K
+ 3827.59%
$151.41 - $182.75 $2.96M - $3.57M
20.1K $3.63M
LMT
Lockheed Martin Corp

Industrials
6.59K
+ 38.64%
$430.82 - $486.45 $2.84M - $3.2M
23.6K $10.9M
DLR
Digital Realty Trust, Inc.

Real Estate
11.2K
+ 26.65%
$136.11 - $177.69 $1.52M - $1.99M
53.1K $9.26M
MRVL
Marvell Technology, Inc.

Technology
38.9K
+ 821.92%
$49.38 - $79.97 $1.92M - $3.11M
43.6K $3.37M
HOOD
Robinhood Markets, Inc.

Technology
32.1K
+ 2288.58%
$34.17 - $93.63 $1.1M - $3M
33.5K $3.13M
BKNG
Booking Holdings Inc.

Consumer Cyclical
445
+ 123.27%
$4164.15 - $5789.24 $1.85M - $2.58M
806 $4.67M
CRWD
Crowd Strike Holdings, Inc.

Technology
4.32K
+ 86.78%
$321.63 - $509.31 $1.39M - $2.2M
9.29K $4.73M
BSX
Boston Scientific Corp

Healthcare
26.6K
+ 215.78%
$89.7 - $107.41 $2.39M - $2.86M
39K $4.18M
SYK
Stryker Corp

Healthcare
2.32K
+ 2.75%
$337.37 - $395.63 $781K - $916K
86.7K $34.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
27.7K
+ 6.59%
$96.84 - $99.46 $2.68M - $2.75M
448K $44.4M
DFAI
Dimensional ETF Tr

ETFs
13.7K
+ 1.91%
$28.02 - $34.71 $383K - $474K
729K $25.2M
IAU
Ishares Gold Trust

ETFs
31.1K
+ 12.07%
$56.1 - $64.74 $1.75M - $2.01M
289K $18M
EPI
Wisdomtree Tr India Earnings F

ETFs
59.1K
+ 12284.41%
$41.3 - $47.52 $2.44M - $2.81M
59.6K $2.83M
EME
Emcor Group, Inc.

Industrials
5.07K
+ 2337.79%
$342.02 - $534.89 $1.74M - $2.71M
5.29K $2.83M
F
Ford Motor CO

Consumer Cyclical
231K
+ 81.94%
$8.69 - $10.85 $2.01M - $2.51M
514K $5.57M
VEU
Vanguard Ftse All World Ex Us

ETFs
12.6K
+ 4.42%
$54.19 - $67.22 $684K - $849K
298K $20M
UPS
United Parcel Service Inc

Industrials
40.1K
+ 26.93%
$91.92 - $110.2 $3.69M - $4.42M
189K $19.1M
SPG
Simon Property Group Inc

Real Estate
16.7K
+ 393.98%
$140.37 - $171.44 $2.35M - $2.87M
21K $3.37M
VEEV
Veeva Systems Inc

Healthcare
9.09K
+ 1070.08%
$209.39 - $289.94 $1.9M - $2.63M
9.93K $2.86M
GWW
W.W. Grainger, Inc.

Industrials
2.34K
+ 68.68%
$919.93 - $1101.66 $2.16M - $2.58M
5.76K $5.99M
INTU
Intuit Inc

Technology
2.65K
+ 88.06%
$544.07 - $787.63 $1.44M - $2.09M
5.67K $4.46M
CDNS
Cadence Design Systems Inc

Technology
8.1K
+ 467.07%
$231.64 - $323.08 $1.88M - $2.62M
9.83K $3.03M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
67K
+ 30.14%
$45.07 - $52.57 $3.02M - $3.52M
289K $14.1M
FDVV
Fidelity High Dividend ETF

ETFs
25.2K
+ 4.82%
$43.6 - $52.02 $1.1M - $1.31M
548K $28.5M
COF
Capital One Financial Corp

Financial Services
11.2K
+ 212.24%
$150.57 - $212.76 $1.69M - $2.39M
16.5K $3.51M
FIX
Comfort Systems Usa Inc

Industrials
4.75K
+ 6506.85%
$296.51 - $536.21 $1.41M - $2.55M
4.82K $2.59M
CARR
Carrier Global Corp

Industrials
12.6K
+ 7.58%
$55.55 - $75.83 $700K - $956K
179K $13.1M
SNPS
Synopsys Inc

Technology
4.55K
+ 182.11%
$380.9 - $517.66 $1.73M - $2.36M
7.05K $3.61M
LOW
Lowes Companies Inc

Consumer Cyclical
12.2K
+ 76.06%
$210.83 - $235.28 $2.57M - $2.87M
28.3K $6.27M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
1.39K
+ 0.74%
$86.12 - $108.35 $120K - $151K
190K $20.6M
AMAT
Applied Materials Inc

Technology
9K
+ 40.21%
$126.95 - $183.52 $1.14M - $1.65M
31.4K $5.75M
VV
Vanguard Large Cap ETF

ETFs
5.48K
+ 16.66%
$228.25 - $285.3 $1.25M - $1.56M
38.4K $10.9M
LPLA
Lpl Financial Holdings Inc.

Financial Services
6.54K
+ 1232.39%
$283.31 - $388.96 $1.85M - $2.55M
7.08K $2.65M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
8.73K
+ 88.35%
$180.84 - $240.32 $1.58M - $2.1M
18.6K $4.47M
IWM
Ishares Russell 2000 ETF

ETFs
7.94K
+ 17.25%
$174.82 - $215.79 $1.39M - $1.71M
54K $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
Track This Portfolio

Track Allworth Financial LP Portfolio

Follow Allworth Financial LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email