Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MDLZ
Mondelez International, Inc.

Consumer Defensive
38K
+ 12.32%
$63.54 - $68.5 $2.41M - $2.6M
346K $23.3M
PRF
Invesco Exchange Traded Fd Tr

ETFs
41K
+ 11.37%
$35.77 - $42.27 $1.47M - $1.73M
401K $17M
VIG
Vanguard Dividend Appreciation

ETFs
13.1K
+ 9.16%
N/A
156K $28.5M
MU
Micron Technology Inc

Technology
16.5K
+ 175.32%
$64.72 - $127.91 $1.07M - $2.11M
25.9K $3.2M
JNJ
Johnson & Johnson

Healthcare
43.4K
+ 13.17%
$146.36 - $159.82 $6.35M - $6.93M
373K $56.9M
PGR
Progressive Corp

Financial Services
9.12K
+ 104.48%
$255.27 - $288.74 $2.33M - $2.63M
17.8K $4.76M
WELL
Welltower Inc.

Real Estate
14.8K
+ 243.76%
$136.49 - $155.22 $2.02M - $2.3M
20.9K $3.21M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.8K
+ 5.81%
$141.37 - $228.57 $254K - $410K
32.7K $7.41M
RTX
Raytheon Technologies Corp

Industrials
2.99K
+ 2.22%
$113.75 - $148.48 $340K - $443K
137K $20M
GMED
Globus Medical Inc

Healthcare
38.4K
+ 2657.69%
$55.82 - $75.5 $2.14M - $2.9M
39.8K $2.35M
TW
Tradeweb Markets Inc.

Financial Services
15.2K
+ 4730.12%
$125.37 - $149.02 $1.91M - $2.27M
15.6K $2.28M
TQQQ
Proshares Ultrapro Qqq

ETFs
26.8K
+ 335475.0%
$38.9 - $83.0 $1.04M - $2.23M
26.8K $2.23M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
221K
+ 8.42%
$10.78 - $11.28 $2.38M - $2.49M
2.85M $31.7M
MCD
Mcdonalds Corp

Consumer Cyclical
10.6K
+ 22.93%
$285.55 - $321.23 $3.01M - $3.39M
56.6K $16.5M
PSTG
Pure Storage, Inc.

Technology
37.2K
+ 4975.5%
$37.18 - $57.58 $1.38M - $2.14M
37.9K $2.18M
TJX
Tjx Companies Inc

Consumer Cyclical
16.9K
+ 100.96%
$119.13 - $135.03 $2.01M - $2.28M
33.7K $4.16M
AJG
Arthur J. Gallagher & Co.

Financial Services
6.92K
+ 175.65%
$310.86 - $348.77 $2.15M - $2.41M
10.9K $3.47M
MS
Morgan Stanley

Financial Services
9.92K
+ 34.1%
$99.83 - $140.86 $990K - $1.4M
39K $5.49M
C
Citigroup Inc

Financial Services
17.7K
+ 43.03%
$58.13 - $85.12 $1.03M - $1.5M
58.7K $5M
SXT
Sensient Technologies Corp

Basic Materials
20.9K
+ 38785.19%
$68.75 - $98.6 $1.44M - $2.07M
21K $2.07M
CVLT
Commvault Systems Inc

Technology
11.8K
+ 19656.67%
$139.35 - $190.99 $1.64M - $2.25M
11.9K $2.07M
TSCO
Tractor Supply CO

Consumer Cyclical
39.1K
+ 622.55%
$47.86 - $55.77 $1.87M - $2.18M
45.4K $2.4M
VOT
Vanguard Mid Cap Growth Index

ETFs
778
+ 1.74%
$216.28 - $284.39 $168K - $221K
45.4K $12.9M
ABT
Abbott Laboratories

Healthcare
7.94K
+ 3.15%
$123.95 - $138.08 $984K - $1.1M
260K $35.3M
WDAY
Workday, Inc.

Technology
7.99K
+ 812.82%
$210.47 - $274.71 $1.68M - $2.19M
8.97K $2.15M
EXLS
Exl Service Holdings, Inc.

Technology
43.4K
+ 18533.33%
$41.85 - $48.48 $1.81M - $2.1M
43.6K $1.91M
O
Realty Income Corp

Real Estate
34.9K
+ 12.45%
$52.27 - $58.52 $1.82M - $2.04M
315K $18.2M
SMB
Vaneck Short Muni ETF

ETFs
96K
+ 5.42%
$16.86 - $17.26 $1.62M - $1.66M
1.87M $32.2M
VGT
Vanguard Information Technolog

ETFs
607
+ 5.05%
$470.37 - $663.28 $286K - $403K
12.6K $8.38M
IDXX
Idexx Laboratories Inc

Healthcare
3.12K
+ 200.58%
$361.04 - $536.34 $1.13M - $1.67M
4.67K $2.51M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
45.5K
+ 6.93%
$48.13 - $49.85 $2.19M - $2.27M
703K $34.5M
IT
Gartner Inc

Technology
4.52K
+ 804.8%
$377.5 - $449.52 $1.71M - $2.03M
5.09K $2.06M
CATH
Global X Fds Global X S&P 500

ETFs
18.3K
+ 33.05%
$59.85 - $75.45 $1.09M - $1.38M
73.6K $5.55M
EPD
Enterprise Products Partners L.P.

Energy
62.5K
+ 145.72%
$28.95 - $34.22 $1.81M - $2.14M
105K $3.27M
BLD
Top Build Corp

Industrials
5.4K
+ 4288.1%
$275.93 - $326.59 $1.49M - $1.76M
5.53K $1.79M
PANW
Palo Alto Networks Inc

Technology
7.09K
+ 81.36%
$152.44 - $204.64 $1.08M - $1.45M
15.8K $3.23M
MEDP
Medpace Holdings, Inc.

Healthcare
5.53K
+ 9708.77%
$277.23 - $315.28 $1.53M - $1.74M
5.59K $1.75M
SPMD
Spdr Portfolio

ETFs
19K
+ 8.89%
$44.89 - $54.38 $854K - $1.03M
233K $12.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
18.2K
+ 30.07%
$85.42 - $94.39 $1.55M - $1.71M
78.6K $7.38M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
21K
+ 4910.28%
$61.92 - $81.5 $1.3M - $1.71M
21.4K $1.75M
EXP
Eagle Materials Inc

Basic Materials
8.49K
+ 1092.28%
$193.68 - $241.95 $1.64M - $2.05M
9.26K $1.87M
AEP
American Electric Power CO Inc

Utilities
17.2K
+ 105.88%
$98.59 - $109.11 $1.69M - $1.87M
33.4K $3.47M
MELI
Mercadolibre Inc

Consumer Cyclical
465
+ 67.98%
$1794.73 - $2613.63 $835K - $1.22M
1.15K $3M
MPC
Marathon Petroleum Corp

Energy
8.35K
+ 63.07%
$118.55 - $170.08 $989K - $1.42M
21.6K $3.58M
ASML
Asml Holding Nv

Technology
1.78K
+ 130.21%
$595.37 - $815.24 $1.06M - $1.45M
3.15K $2.52M
OHI
Omega Healthcare Investors Inc

Real Estate
43.9K
+ 1700.74%
$35.55 - $39.05 $1.56M - $1.71M
46.5K $1.7M
DE
Deere & CO

Industrials
2.62K
+ 38.05%
$412.99 - $531.48 $1.08M - $1.39M
9.49K $4.82M
AMT
American Tower Corp

Real Estate
6.48K
+ 16.64%
$203.96 - $228.19 $1.32M - $1.48M
45.4K $10M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
25.4K
+ 0.98%
$45.12 - $46.23 $1.15M - $1.18M
2.61M $121M
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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