Allworth Financial LP Incresed Positions in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
156K
+ 1.91%
$243.75 - $303.93 $38.1M - $47.5M
8.34M $2.53B
SPYG
Spdr Portfolio

ETFs
131K
+ 1.17%
$71.83 - $95.32 $9.42M - $12.5M
11.3M $1.08B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
307K
+ 0.97%
$32.66 - $40.75 $10M - $12.5M
32M $1.29B
NVDA
Nvidia Corp

Technology
652K
+ 96.43%
$94.31 - $157.99 $61.5M - $103M
1.33M $210M
AAPL
Apple Inc.

Technology
564K
+ 43.43%
$172.42 - $223.89 $97.2M - $126M
1.86M $382M
MSFT
Microsoft Corp

Technology
70.4K
+ 19.63%
$354.56 - $497.45 $25M - $35M
429K $213M
DFAX
Dimensional ETF Tr
1.1M
+ 21.35%
$23.37 - $29.39 $25.8M - $32.5M
6.28M $184M
AVGO
Broadcom Inc.

Technology
50K
+ 15.57%
$146.29 - $275.65 $7.31M - $13.8M
371K $102M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
969K
+ 21.19%
$29.12 - $35.84 $28.2M - $34.7M
5.54M $199M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
423K
+ 2.61%
$45.11 - $52.34 $19.1M - $22.1M
16.6M $870M
VO
Vanguard Mid Cap ETF

ETFs
32.7K
+ 2.34%
$228.54 - $279.83 $7.48M - $9.16M
1.43M $400M
DFAU
Dimensional ETF Tr

ETFs
606K
+ 18.9%
$34.04 - $42.36 $20.6M - $25.7M
3.81M $162M
AMZN
Amazon Com Inc

Consumer Cyclical
116K
+ 31.68%
$167.32 - $223.3 $19.4M - $25.9M
483K $106M
QQQ
Invesco Qqq Trust, Series 1

ETFs
35.4K
+ 30.01%
$416.06 - $551.64 $14.7M - $19.5M
153K $84.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
350K
+ 1.79%
$72.02 - $73.82 $25.2M - $25.8M
19.9M $1.46B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
267K
+ 1.45%
$77.74 - $78.78 $20.8M - $21.1M
18.7M $1.47B
META
Meta Platforms, Inc.

Communication Services
27.5K
+ 56.98%
$484.66 - $738.09 $13.3M - $20.3M
75.7K $55.9M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
122K
+ 1.85%
$34.72 - $42.74 $4.22M - $5.2M
6.69M $286M
IBM
International Business Machines Corp

Technology
77.2K
+ 102.64%
$221.03 - $294.78 $17.1M - $22.8M
152K $44.9M
LLY
Eli Lilly & CO

Healthcare
33.9K
+ 144.66%
$713.71 - $898.95 $24.2M - $30.5M
57.3K $44.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
22.2K
+ 13.12%
$496.48 - $617.85 $11M - $13.7M
192K $118M
JPM
Jpmorgan Chase & CO

Financial Services
28.8K
+ 8.58%
$210.28 - $289.91 $6.06M - $8.35M
364K $106M
AXP
American Express CO

Financial Services
52K
+ 42.02%
$231.39 - $318.98 $12M - $16.6M
176K $56.1M
NFLX
Netflix Inc

Communication Services
9.34K
+ 45.11%
$855.86 - $1339.13 $7.99M - $12.5M
30K $40.2M
VUG
Vanguard Growth ETF

ETFs
16.9K
+ 10.12%
$329.49 - $438.4 $5.56M - $7.4M
184K $80.5M
WFC
Wells Fargo & Company

Financial Services
205K
+ 109.3%
$60.98 - $80.12 $12.5M - $16.4M
392K $31.4M
GOOGL
Alphabet Inc.

Communication Services
74.6K
+ 39.24%
$144.7 - $178.6 $10.8M - $13.3M
265K $46.7M
TSLA
Tesla, Inc.

Consumer Cyclical
37K
+ 48.92%
$221.86 - $362.89 $8.2M - $13.4M
113K $35.8M
VBR
Vanguard Small Cap Value ETF

ETFs
49.1K
+ 6.59%
$162.76 - $195.77 $7.99M - $9.62M
795K $155M
KLAC
Kla Corp

Technology
13.9K
+ 99.41%
$576.53 - $902.94 $8.02M - $12.6M
27.9K $25M
RWL
Invesco Exchange Traded Fd Tr

ETFs
40.2K
+ 1.82%
$89.02 - $104.29 $3.58M - $4.2M
2.25M $235M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
76.4K
+ 2.39%
$31.29 - $38.89 $2.39M - $2.97M
3.27M $127M
GOOG
Alphabet Inc.

Communication Services
54.9K
+ 24.12%
$146.58 - $180.01 $8.05M - $9.88M
283K $50.1M
CSCO
Cisco Systems, Inc.

Technology
146K
+ 27.61%
$53.19 - $69.38 $7.74M - $10.1M
673K $46.7M
PM
Philip Morris International Inc.

Consumer Defensive
60.4K
+ 58.68%
$149.23 - $184.95 $9.01M - $11.2M
163K $29.7M
VTV
Vanguard Value ETF

ETFs
66K
+ 21.86%
$153.67 - $176.74 $10.1M - $11.7M
368K $65M
IRM
Iron Mountain Inc

Real Estate
107K
+ 163.7%
$76.93 - $105.25 $8.23M - $11.3M
172K $17.7M
WMT
Walmart Inc.

Consumer Defensive
90.5K
+ 36.08%
$81.79 - $99.98 $7.4M - $9.04M
341K $33.4M
QCOM
Qualcomm Inc

Technology
68.7K
+ 178.04%
$124.66 - $159.48 $8.56M - $11M
107K $17.1M
PLTR
Palantir Technologies Inc.

Technology
65.5K
+ 186.15%
$74.01 - $144.25 $4.85M - $9.45M
101K $13.7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
117K
+ 50.47%
$91.43 - $91.74 $10.7M - $10.8M
349K $32.1M
HD
Home Depot, Inc.

Consumer Cyclical
29K
+ 16.86%
$335.24 - $380.78 $9.72M - $11M
201K $73.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9.39K
+ 9.71%
$456.74 - $568.03 $4.29M - $5.33M
106K $60.3M
CAT
Caterpillar Inc

Industrials
17.7K
+ 28.46%
$273.94 - $388.21 $4.85M - $6.87M
79.9K $31M
DELL
Dell Technologies Inc.

Technology
83.1K
+ 1031.86%
$71.63 - $125.98 $5.95M - $10.5M
91.1K $11.2M
DIS
Walt Disney CO

Communication Services
29.2K
+ 11.7%
$81.72 - $124.01 $2.39M - $3.62M
279K $34.6M
PH
Parker Hannifin Corp

Industrials
13.8K
+ 2692.8%
$517.23 - $700.54 $7.16M - $9.7M
14.4K $10M
T
At&T Inc.

Communication Services
288K
+ 19.49%
$26.33 - $28.94 $7.59M - $8.34M
1.77M $51.1M
V
Visa Inc.

Financial Services
24.6K
+ 21.17%
$308.27 - $373.31 $7.58M - $9.18M
141K $49.9M
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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