Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NJR
New Jersey Resources Corp

Utilities
161
+ 0.55%
$44.23 - $49.97 $7.12K - $8.05K
29.3K $1.31M
SLB
Schlumberger Limited

Energy
1.72K
+ 7.63%
$31.95 - $42.2 $55K - $72.6K
24.3K $820K
KMB
Kimberly Clark Corp

Consumer Defensive
428
+ 3.03%
$126.84 - $145.22 $54.3K - $62.2K
14.6K $1.88M
COLB
Columbia Banking System, Inc.

Financial Services
6.47K
+ 3.35%
$20.71 - $25.63 $134K - $166K
199K $4.66M
TGT
Target Corp

Consumer Defensive
255
+ 0.76%
$88.76 - $105.77 $22.6K - $27K
33.7K $3.32M
CPRT
Copart Inc

Consumer Cyclical
228
+ 0.79%
$47.72 - $63.84 $10.9K - $14.6K
29K $1.42M
BDX
Becton Dickinson & CO

Healthcare
1.8K
+ 17.88%
$165.15 - $226.42 $297K - $407K
11.8K $2.04M
FDL
First Tr Morningstar Dividend

ETFs
113
+ 0.07%
$38.19 - $43.19 $4.32K - $4.88K
173K $7.26M
VGLT
Vanguard Long Term Treasury Et

ETFs
3.12K
+ 1.04%
$53.66 - $58.71 $168K - $183K
303K $17M
XLV
Select Sector Spdr Fund Health

ETFs
272
+ 0.87%
$128.77 - $144.3 $35K - $39.2K
31.6K $4.26M
WCN
Waste Connections, Inc.

Industrials
132
+ 0.18%
$183.26 - $199.95 $24.2K - $26.4K
72.7K $13.6M
AMGN
Amgen Inc

Healthcare
1.88K
+ 5.11%
$262.28 - $309.85 $493K - $582K
38.6K $10.8M
PEP
Pepsico Inc

Consumer Defensive
1.44K
+ 1.94%
$128.02 - $151.37 $184K - $217K
75.4K $9.96M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11K
+ 7.5%
$483.48 - $539.8 $5.34M - $5.96M
158K $76.9M
EMN
Eastman Chemical CO

Basic Materials
7.99K
+ 4.24%
$72.7 - $88.29 $581K - $706K
196K $14.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
41.1K
+ 1.92%
$24.32 - $27.87 $999K - $1.14M
2.18M $57.8M
CVX
Chevron Corp

Energy
37.3K
+ 10.73%
$133.73 - $168.51 $4.99M - $6.29M
385K $55.1M
UNH
Unitedhealth Group Inc

Healthcare
13.8K
+ 17.96%
$274.35 - $599.47 $3.8M - $8.3M
90.9K $28.4M
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