Allworth Financial LP Incresed Positions in Q3 2025

Allworth Financial LP

  • $22 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
124K
+ 1.48%
$303.93 - $329.86 $37.6M - $40.8M
8.46M $2.78B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.68M
+ 16.13%
$52.12 - $55.33 $140M - $148M
19.3M $1.07B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.57M
+ 38.46%
$42.67 - $46.91 $110M - $121M
9.26M $434M
AAPL
Apple Inc.

Technology
80.1K
+ 4.3%
$202.38 - $256.87 $16.2M - $20.6M
1.94M $494M
SPYG
Spdr Portfolio

ETFs
46K
+ 0.41%
$94.33 - $105.31 $4.34M - $4.84M
11.4M $1.19B
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.93M
+ 187.42%
$35.76 - $37.93 $69.1M - $73.2M
2.96M $112M
BND
Vanguard Bd Index Fd Inc Total

ETFs
766K
+ 3.86%
$72.57 - $74.72 $55.6M - $57.2M
20.6M $1.53B
PJUL
Innovator U.S. Equity Power Bu

ETFs
1.3M
+ 16594.05%
$43.83 - $45.64 $57M - $59.3M
1.31M $59.7M
NVDA
Nvidia Corp

Technology
110K
+ 8.27%
$153.3 - $186.58 $16.8M - $20.5M
1.44M $268M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
474K
+ 2.54%
$78.11 - $79.07 $37.1M - $37.5M
19.2M $1.51B
DFAX
Dimensional ETF Tr
581K
+ 9.25%
$29.25 - $31.56 $17M - $18.3M
6.86M $215M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
284K
+ 5.14%
$36.04 - $38.78 $10.3M - $11M
5.82M $225M
GOOG
Alphabet Inc.

Communication Services
21.7K
+ 7.69%
$175.16 - $255.24 $3.81M - $5.55M
304K $74.1M
DFAU
Dimensional ETF Tr

ETFs
175K
+ 4.6%
$42.42 - $45.96 $7.44M - $8.06M
3.99M $183M
ORCL
Oracle Corp

Technology
3.47K
+ 1.09%
$218.96 - $328.33 $759K - $1.14M
321K $90.2M
GOOGL
Alphabet Inc.

Communication Services
4.61K
+ 1.74%
$174.36 - $254.72 $804K - $1.18M
269K $65.5M
RWL
Invesco Exchange Traded Fd Tr

ETFs
33K
+ 1.47%
$102.17 - $110.66 $3.37M - $3.65M
2.28M $253M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
641K
+ 2.94%
$22.64 - $23.22 $14.5M - $14.9M
22.4M $519M
ABBV
Abb Vie Inc.

Healthcare
30.1K
+ 14.1%
$184.85 - $231.54 $5.57M - $6.97M
244K $56.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
37.3K
+ 3.14%
$108.46 - $120.63 $4.05M - $4.5M
1.23M $146M
MSFT
Microsoft Corp

Technology
11K
+ 2.57%
$491.09 - $535.64 $5.41M - $5.9M
440K $228M
VBR
Vanguard Small Cap Value ETF

ETFs
14.2K
+ 1.79%
$195.41 - $212.37 $2.78M - $3.02M
809K $169M
JNJ
Johnson & Johnson

Healthcare
8.64K
+ 2.32%
$155.17 - $185.42 $1.34M - $1.6M
381K $70.7M
MBB
Ishares Tr

ETFs
91.9K
+ 2.96%
$92.46 - $95.73 $8.5M - $8.8M
3.19M $304M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
59.8K
+ 1.83%
$38.85 - $41.97 $2.33M - $2.51M
3.33M $140M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
152K
+ 2.78%
$50.73 - $52.47 $7.69M - $7.96M
5.61M $293M
VUG
Vanguard Growth ETF

ETFs
7.33K
+ 3.99%
$433.97 - $484.08 $3.18M - $3.55M
191K $91.6M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
234K
+ 17.64%
$41.8 - $43.15 $9.77M - $10.1M
1.56M $66.6M
JPM
Jpmorgan Chase & CO

Financial Services
2.74K
+ 0.75%
$282.78 - $316.06 $774K - $865K
367K $116M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
51.6K
+ 5.6%
$74.93 - $80.73 $3.87M - $4.17M
973K $78.5M
HD
Home Depot, Inc.

Consumer Cyclical
3.83K
+ 1.91%
$357.4 - $423.42 $1.37M - $1.62M
205K $83M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
56.8K
+ 2.94%
$53.81 - $57.52 $3.06M - $3.27M
1.99M $114M
GE
General Electric CO

Industrials
20.1K
+ 39.22%
$244.75 - $305.63 $4.93M - $6.15M
71.4K $21.5M
ECL
Ecolab Inc.

Basic Materials
29K
+ 640.62%
$259.39 - $285.47 $7.52M - $8.28M
33.5K $9.18M
QQQ
Invesco Qqq Trust, Series 1

ETFs
780
+ 0.51%
$546.99 - $602.2 $427K - $470K
154K $92.6M
META
Meta Platforms, Inc.

Communication Services
10.9K
+ 14.45%
$695.21 - $791.73 $7.61M - $8.67M
86.7K $63.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
14.7K
+ 2.06%
$132.9 - $142.03 $1.95M - $2.09M
729K $103M
IVV
Ishares Core S&P 500 ETF

ETFs
2.41K
+ 2.01%
$620.67 - $670.08 $1.5M - $1.62M
123K $82.2M
VTV
Vanguard Value ETF

ETFs
18.9K
+ 5.13%
$175.51 - $186.57 $3.31M - $3.52M
387K $72.1M
DFAT
Dimensional ETF Tr U S Target

ETFs
53.1K
+ 5.73%
$53.36 - $59.69 $2.83M - $3.17M
979K $57M
PLTR
Palantir Technologies Inc.

Technology
11.7K
+ 11.65%
$130.68 - $186.97 $1.53M - $2.19M
112K $20.5M
CVX
Chevron Corp

Energy
13.3K
+ 3.45%
$145.57 - $161.83 $1.93M - $2.15M
398K $61.9M
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
206K
+ 138332.89%
$27.55 - $28.94 $5.68M - $5.96M
206K $5.97M
ADP
Automatic Data Processing Inc

Industrials
25.8K
+ 22.77%
$288.69 - $310.94 $7.44M - $8.02M
139K $40.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.31K
+ 1.24%
$567.77 - $614.76 $745K - $807K
107K $65.8M
BRK-A
Berkshire Hathaway Inc

Financial Services
6
+ 19.35%
$692600.0 - $759798.0 $4.16M - $4.56M
37 $27.9M
RTX
Raytheon Technologies Corp

Industrials
13.5K
+ 9.8%
$144.19 - $167.33 $1.94M - $2.25M
151K $25.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.99K
+ 2.52%
$459.11 - $506.91 $1.83M - $2.02M
162K $81.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
39.7K
+ 8.87%
$97.75 - $100.75 $3.88M - $4M
488K $48.9M
Activity Summary
Buys All Purchases 3120 New Holdings 498 Increased Positions 2622 Sells All Sells 991 Reductions 989 Sold out 2 Options Calls 38 Puts 7
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