Allworth Financial LP Incresed Positions in Q1 2025

Allworth Financial LP

  • $17.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.77M
+ 34.93%
$76.94 - $78.28 $367M - $373M
18.4M $1.44B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.85M
+ 78192.01%
$51.45 - $58.51 $95.1M - $108M
1.85M $95.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
193K
+ 1.0%
$71.17 - $73.66 $13.7M - $14.2M
19.5M $1.43B
ITOT
Ishares Core S&P Total U.S. St

ETFs
411K
+ 24.05%
$120.29 - $134.6 $49.4M - $55.3M
2.12M $259M
KAPR
Innovator U.S. Small Cap Power

ETFs
659K
+ 30377.41%
$30.82 - $33.62 $20.3M - $22.2M
661K $20.4M
IXUS
Ishares Tr

ETFs
192K
+ 14.18%
$65.06 - $72.31 $12.5M - $13.9M
1.55M $108M
DFAX
Dimensional ETF Tr
432K
+ 9.1%
$24.45 - $27.2 $10.6M - $11.7M
5.18M $136M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
231K
+ 3760.3%
$55.41 - $60.74 $12.8M - $14M
237K $13.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
741
+ 0.51%
$442.66 - $534.52 $328K - $396K
147K $78.4M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
126K
+ 23.15%
$90.0 - $96.32 $11.4M - $12.2M
672K $62M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
119K
+ 34.28%
$126.86 - $146.45 $15.1M - $17.4M
466K $59.3M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
81K
+ 1.25%
$37.07 - $40.63 $3M - $3.29M
6.57M $259M
T
At&T Inc.

Communication Services
54.1K
+ 3.8%
$21.56 - $28.28 $1.17M - $1.53M
1.48M $41.8M
CVX
Chevron Corp

Energy
7.93K
+ 2.33%
$146.71 - $167.97 $1.16M - $1.33M
348K $58.2M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
85.7K
+ 1.62%
$49.67 - $51.43 $4.26M - $4.41M
5.36M $274M
JNJ
Johnson & Johnson

Healthcare
5.96K
+ 1.84%
$142.06 - $167.7 $846K - $999K
329K $54.6M
LLY
Eli Lilly & CO

Healthcare
8.48K
+ 56.7%
$725.72 - $929.72 $6.15M - $7.88M
23.4K $19.4M
PM
Philip Morris International Inc.

Consumer Defensive
30.5K
+ 42.14%
$117.15 - $158.79 $3.57M - $4.84M
103K $16.3M
GE
General Electric CO

Industrials
33.4K
+ 132.54%
$168.59 - $212.13 $5.63M - $7.08M
58.6K $11.7M
SCHV
Schwab Strategic Tr Us Large C

ETFs
253K
+ 156.25%
$25.77 - $27.6 $6.52M - $6.98M
415K $11M
SCHG
Schwab Strategic Tr Us Large C

ETFs
279K
+ 99.2%
$24.91 - $29.02 $6.95M - $8.09M
560K $14M
DFAI
Dimensional ETF Tr

ETFs
158K
+ 28.44%
$28.88 - $32.4 $4.57M - $5.13M
715K $22.3M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
32.4K
+ 1.81%
$24.1 - $27.73 $780K - $898K
1.82M $49.4M
XOM
Exxon Mobil Corp

Energy
20.6K
+ 6.91%
$105.44 - $118.93 $2.17M - $2.45M
319K $37.9M
GLD
Spdr Gold Trust

ETFs
2.89K
+ 2.72%
$243.19 - $288.14 $704K - $834K
109K $31.5M
ABBV
Abb Vie Inc.

Healthcare
5.01K
+ 3.48%
$169.2 - $216.66 $847K - $1.08M
149K $31.2M
IBM
International Business Machines Corp

Technology
14.2K
+ 23.33%
$217.4 - $264.74 $3.09M - $3.77M
75.2K $18.7M
KO
Coca Cola CO

Consumer Defensive
4.93K
+ 0.94%
$60.81 - $72.32 $300K - $356K
531K $38M
ABT
Abbott Laboratories

Healthcare
2.97K
+ 1.19%
$111.1 - $140.22 $330K - $416K
252K $33.4M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
55.7K
+ 31.53%
$91.45 - $91.75 $5.09M - $5.11M
232K $21.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
361K
+ 8.58%
$32.42 - $36.13 $11.7M - $13M
4.57M $151M
NFLX
Netflix Inc

Communication Services
4.37K
+ 26.76%
$828.4 - $1058.6 $3.62M - $4.63M
20.7K $19.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
39.6K
+ 10.39%
$95.85 - $99.25 $3.79M - $3.93M
420K $41.6M
V
Visa Inc.

Financial Services
1.51K
+ 1.31%
$306.92 - $362.71 $462K - $546K
116K $40.7M
KLAC
Kla Corp

Technology
4.89K
+ 53.59%
$636.62 - $777.63 $3.11M - $3.8M
14K $9.52M
RWL
Invesco Exchange Traded Fd Tr

ETFs
6.38K
+ 0.29%
$96.9 - $104.39 $618K - $666K
2.21M $220M
MDLZ
Mondelez International, Inc.

Consumer Defensive
20K
+ 6.93%
$56.12 - $68.15 $1.12M - $1.36M
308K $20.9M
DFAU
Dimensional ETF Tr

ETFs
252K
+ 8.52%
$37.84 - $42.29 $9.53M - $10.6M
3.21M $123M
UNH
Unitedhealth Group Inc

Healthcare
4.01K
+ 5.49%
$461.52 - $548.18 $1.85M - $2.2M
77K $40.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
18K
+ 2.66%
$126.11 - $135.06 $2.27M - $2.43M
695K $89.7M
ISRG
Intuitive Surgical Inc

Healthcare
7.01K
+ 61.69%
$476.63 - $610.45 $3.34M - $4.28M
18.4K $9.1M
DFUS
Dimensional ETF Tr U S Equity

ETFs
57.7K
+ 49.24%
$59.61 - $66.71 $3.44M - $3.85M
175K $10.6M
PG
Procter & Gamble CO

Consumer Defensive
12.6K
+ 4.24%
$158.56 - $176.26 $2M - $2.22M
310K $52.8M
VB
Vanguard Small Cap ETF

ETFs
17.1K
+ 38.4%
$217.89 - $252.64 $3.73M - $4.33M
61.7K $13.7M
SO
Southern CO

Utilities
15.6K
+ 10.27%
$80.96 - $92.96 $1.27M - $1.45M
168K $15.4M
VIG
Vanguard Dividend Appreciation

ETFs
15.9K
+ 12.52%
N/A
143K $26.1M
ADP
Automatic Data Processing Inc

Industrials
4.77K
+ 4.55%
$286.85 - $318.64 $1.37M - $1.52M
110K $33.5M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 5.88%
$663000.0 - $801950.0 $663K - $802K
18 $14.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
27.3K
+ 9.05%
$58.01 - $64.46 $1.58M - $1.76M
328K $20.4M
Activity Summary
Buys All Purchases 2143 New Holdings 301 Increased Positions 1842 Sells All Sells 1090 Reductions 1084 Sold out 6 Options Calls 1 Puts 5
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