Allworth Financial LP Purchases in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DOCU
Docusign, Inc.

Technology
6.85K
+ 807.3%
$70.35 - $93.84 $482K - $643K
7.7K $599K
IYW
Ishares Dj Us Tech ETF

ETFs
1.5K
+ 18.44%
$122.57 - $173.27 $183K - $259K
9.61K $1.66M
TT
Trane Technologies PLC

Industrials
590
+ 22.28%
$315.21 - $437.41 $186K - $258K
3.24K $1.42M
HEI
Heico Corp

Industrials
1.46K
+ 215.19%
$236.44 - $328.0 $345K - $479K
2.14K $700K
IJK
Ishares S&P Midcap 400 Growth

ETFs
5.13K
+ 77.57%
$73.7 - $90.98 $378K - $467K
11.7K $1.07M
FCX
Freeport Mcmoran Inc

Basic Materials
10.3K
+ 82.02%
$29.15 - $44.46 $300K - $458K
22.9K $991K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
59.5K
+ 6259.89%
$7.2 - $8.65 $428K - $514K
60.4K $522K
EBAY
Ebay Inc

Consumer Cyclical
6.05K
+ 71.99%
$59.52 - $79.36 $360K - $480K
14.5K $1.08M
DHI
Horton D R Inc

Consumer Cyclical
3.88K
+ 246.19%
$115.1 - $129.63 $447K - $503K
5.46K $703K
MAIN
Main Street Capital Corp

Financial Services
8.08K
+ 80.41%
$49.15 - $59.32 $397K - $480K
18.1K $1.07M
CELH
Celsius Holdings, Inc.

Consumer Defensive
10.6K
+ 1993.05%
$33.89 - $46.39 $359K - $492K
11.1K $516K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
3.36K
+ 969.45%
$87.64 - $143.29 $295K - $482K
3.71K $531K
XLRE
Select Sector Spdr Tr Real Est

ETFs
14.9K
+ 5.17%
$37.08 - $42.26 $553K - $631K
304K $12.6M
CCL
Carnival Corp

Consumer Cyclical
10.7K
+ 48.19%
$16.43 - $28.12 $176K - $302K
33K $927K
BRO
Brown & Brown, Inc.

Financial Services
4.54K
+ 472.81%
$104.48 - $124.43 $474K - $565K
5.5K $609K
HBAN
Huntington Bancshares Inc

Financial Services
28K
+ 315.02%
$12.49 - $16.76 $350K - $469K
36.9K $618K
APD
Air Products & Chemicals, Inc.

Basic Materials
1.83K
+ 58.67%
$248.61 - $294.96 $455K - $540K
4.95K $1.4M
AVPT
Ave Point, Inc.

Technology
24.5K
+ 27215.56%
$13.33 - $19.99 $327K - $490K
24.6K $474K
YUM
Yum Brands Inc

Consumer Cyclical
3.78K
+ 36.58%
$138.36 - $161.45 $523K - $610K
14.1K $2.09M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2.08K
+ 315.13%
$225.56 - $335.19 $470K - $698K
2.74K $651K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
14.6K
+ 2299.53%
$87.84 - $1441.89 $1.28M - $21.1M
15.3K $1.38M
PSX
Phillips 66

Energy
4.32K
+ 35.29%
$92.87 - $125.73 $401K - $543K
16.6K $1.98M
ADI
Analog Devices Inc

Technology
670
+ 8.07%
$164.6 - $238.02 $110K - $159K
8.98K $2.14M
IEMG
Ishares Inc

ETFs
8.53K
+ 4.43%
N/A
201K $10.8M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.93K
+ 38.41%
$108.87 - $133.04 $319K - $389K
10.5K $1.4M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5.38K
+ 602.02%
$71.28 - $83.74 $383K - $450K
6.27K $524K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
20.7K
+ 7754.68%
$21.4 - $26.31 $443K - $545K
21K $455K
LVS
Las Vegas Sands Corp

Consumer Cyclical
10K
+ 608.14%
$30.7 - $44.12 $307K - $442K
11.7K $507K
ECL
Ecolab Inc.

Basic Materials
1.47K
+ 47.84%
$225.65 - $270.95 $331K - $397K
4.53K $1.22M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.25K
+ 27.2%
$171.4 - $227.1 $214K - $284K
5.85K $1.33M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
19.9K
+ 354.66%
$16.5 - $21.35 $328K - $424K
25.5K $543K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.57K
+ 26.82%
$116.93 - $119.39 $418K - $427K
16.9K $2.01M
DVY
Ishares Tr

ETFs
3.52K
+ 14.67%
$118.37 - $134.86 $417K - $475K
27.5K $3.65M
NUSC
Nuveen Esg Small Cap ETF

ETFs
3.26K
+ 2.62%
$33.38 - $40.81 $109K - $133K
127K $5.19M
PCAR
Paccar Inc

Industrials
4.6K
+ 154.92%
$86.4 - $99.09 $397K - $456K
7.57K $719K
ADM
Archer Daniels Midland CO

Consumer Defensive
7.57K
+ 132.29%
$41.79 - $54.16 $316K - $410K
13.3K $701K
GLW
Corning Inc

Technology
5.72K
+ 31.72%
$39.07 - $52.59 $223K - $301K
23.7K $1.25M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
35.2K
+ 1729.62%
$11.34 - $12.35 $399K - $435K
37.3K $444K
UL
Unilever PLC

Consumer Defensive
2.56K
+ 1.58%
$57.9 - $65.43 $148K - $167K
164K $10M
GILD
Gilead Sciences, Inc.

Healthcare
4.21K
+ 10.02%
$96.91 - $113.0 $408K - $476K
46.2K $5.12M
NEM
Newmont Corp

Basic Materials
6.05K
+ 100.27%
$44.18 - $59.46 $267K - $360K
12.1K $704K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
17.1K
+ 27.69%
$22.7 - $23.33 $388K - $399K
78.9K $1.84M
D
Dominion Energy, Inc

Utilities
7.08K
+ 32.86%
$49.66 - $58.0 $351K - $411K
28.6K $1.62M
KHC
Kraft Heinz CO

Consumer Defensive
23.9K
+ 52.29%
$25.61 - $30.81 $611K - $735K
69.5K $1.79M
STNG
Scorpio Tankers Inc.

Energy
10.3K
+ 1954.82%
$31.86 - $44.3 $329K - $458K
10.9K $425K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
10.3K
+ 11.64%
$16.45 - $20.92 $169K - $215K
98.4K $2.06M
HALO
Halozyme Therapeutics, Inc.

Healthcare
8.08K
+ 607.14%
$47.91 - $70.14 $387K - $566K
9.41K $489K
JBHT
Hunt J B Transport Services Inc

Industrials
2.81K
+ 1195.32%
$124.73 - $152.78 $350K - $429K
3.04K $437K
TTWO
Take Two Interactive Software Inc

Communication Services
1.51K
+ 173.93%
$194.58 - $243.05 $293K - $367K
2.38K $576K
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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