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
ELAN
Elanco Animal Health Inc

Healthcare
2.09K
+ 791.67%
$10.04 - $12.47 $21K - $26.1K
2.35K $24K
IYK
Ishares U.S. Consumer Staples

ETFs
105
+ 4.56%
$63.29 - $71.8 $6.65K - $7.54K
2.41K $172K
OLN
Olin Corp

Basic Materials
1.1K
+ 188.47%
$23.36 - $34.41 $25.6K - $37.7K
1.68K $40K
SPSC
Sps Commerce Inc

Technology
175
+ 296.61%
$123.05 - $197.4 $21.5K - $34.5K
234 $31K
TTC
Toro CO

Industrials
317
+ 91.62%
$71.86 - $87.28 $22.8K - $27.7K
663 $48K
TSEM
Tower Semiconductor LTD

Technology
600
+ 5000.0%
$35.43 - $54.74 $21.3K - $32.8K
612 $21K
WNC
Wabash National Corp

Industrials
2.35K
+ 268.84%
$10.59 - $17.28 $24.9K - $40.6K
3.22K $35K
AROC
Archrock, Inc.

Energy
32
+ 0.22%
$22.72 - $30.34 $727 - $971
14.5K $380K
AVB
Avalonbay Communities Inc

Real Estate
112
+ 14.72%
$207.86 - $228.08 $23.3K - $25.5K
873 $187K
AXS
Axis Capital Holdings LTD

Financial Services
198
+ 507.69%
$85.54 - $100.24 $16.9K - $19.8K
237 $23K
CRI
Carters Inc

Consumer Cyclical
548
+ 313.14%
$39.79 - $55.09 $21.8K - $30.2K
723 $29K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
166
+ 2.43%
$41.61 - $44.72 $6.91K - $7.42K
6.99K $302K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
444
+ 79.43%
$45.66 - $48.85 $20.3K - $21.7K
1K $46K
FTNT
Fortinet, Inc.

Technology
96
+ 1.64%
$92.49 - $114.57 $8.88K - $11K
5.93K $571K
FOXA
Fox Corp

Communication Services
280
+ 55.23%
$47.9 - $58.0 $13.4K - $16.2K
787 $44K
GNL
Global Net Lease, Inc.

Real Estate
1.63K
+ 15.76%
$6.91 - $8.26 $11.2K - $13.4K
11.9K $95K
IP
International Paper CO

Consumer Cyclical
396
+ 22.92%
$49.38 - $60.09 $19.6K - $23.8K
2.12K $113K
EWC
Ishares Msci Canada ETF

ETFs
482
+ 198.35%
$39.3 - $42.52 $18.9K - $20.5K
725 $29K
IWV
Ishares Russell 3000 ETF

ETFs
170
+ 8.27%
$313.1 - $349.83 $53.2K - $59.5K
2.23K $706K
RPRX
Royalty Pharma PLC

Healthcare
452
+ 41.58%
$25.75 - $33.86 $11.6K - $15.3K
1.54K $47K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
797
+ 308.91%
$25.44 - $25.58 $20.3K - $20.4K
1.06K $26K
VTWO
Vanguard Russell 2000 ETF

ETFs
360
+ 36.33%
$80.08 - $92.93 $28.8K - $33.5K
1.35K $108K
AMKR
Amkor Technology, Inc.

Technology
1.36K
+ 166.3%
$18.06 - $26.73 $24.5K - $36.3K
2.17K $39K
CAG
Conagra Brands Inc.

Consumer Defensive
931
+ 17.86%
$23.9 - $27.67 $22.3K - $25.8K
6.15K $163K
THG
Hanover Insurance Group, Inc.

Financial Services
53
+ 10.17%
$147.13 - $174.61 $7.8K - $9.25K
574 $99K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
334
+ 19.98%
$25.2 - $68.74 $8.42K - $23K
2.01K $59K
JBHT
Hunt J B Transport Services Inc

Industrials
147
+ 167.05%
$146.12 - $186.55 $21.5K - $27.4K
235 $34K
ICLR
Icon PLC

Healthcare
232
+ 37.6%
$174.99 - $222.58 $40.6K - $51.6K
849 $148K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
437
+ 4.37%
$48.25 - $52.09 $21.1K - $22.8K
10.4K $515K
PDP
Invesco Exchange Traded Fd Tr

ETFs
287
+ 21.61%
$96.95 - $116.13 $27.8K - $33.3K
1.62K $161K
EFG
Msci Eafe Growth ETF

ETFs
94
+ 3.25%
$96.1 - $106.37 $9.03K - $10K
2.98K $298K
IYH
Ishares Tr

ETFs
167
+ 5.04%
$58.32 - $62.76 $9.74K - $10.5K
3.48K $212K
JHG
Janus Henderson Group PLC

Financial Services
684
+ 87.92%
$35.98 - $45.94 $24.6K - $31.4K
1.46K $52K
MFG
Mizuho Financial Group Inc

Financial Services
2.98K
+ 81.82%
$4.83 - $6.04 $14.4K - $18K
6.61K $36K
ONON
On Holding Ag

Consumer Cyclical
817
+ 52.85%
$43.92 - $63.62 $35.9K - $52K
2.36K $103K
PNW
Pinnacle West Capital Corp

Utilities
125
+ 19.08%
$81.76 - $95.25 $10.2K - $11.9K
780 $74K
POWI
Power Integrations Inc

Technology
428
+ 257.83%
$50.5 - $66.7 $21.6K - $28.5K
594 $29K
UNM
Unum Group

Financial Services
8
+ 0.36%
$71.8 - $83.34 $574 - $667
2.23K $181K
WABC
Westamerica Bancorporation

Financial Services
510
+ 13.02%
$49.12 - $52.43 $25.1K - $26.7K
4.43K $224K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
1.8K
+ 231.4%
$11.76 - $15.2 $21.1K - $27.3K
2.58K $30K
COLD
Americold Realty Trust

Real Estate
866
+ 463.1%
$20.74 - $23.05 $18K - $20K
1.05K $22K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
1.17K
+ 11.85%
$12.04 - $13.32 $14K - $15.5K
11K $138K
DOCS
Doximity, Inc.

Healthcare
287
+ 103.99%
$49.71 - $83.14 $14.3K - $23.9K
563 $32K
FSTA
Fidelity Covington Tr Msci Con

ETFs
263
+ 10.29%
$48.3 - $52.85 $12.7K - $13.9K
2.82K $144K
GUNR
Flexshares Tr Morningstar Glob

ETFs
230
+ 6.6%
$36.6 - $39.56 $8.42K - $9.1K
3.72K $144K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
239
+ 6.0%
$59.15 - $62.71 $14.1K - $15K
4.22K $260K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
620
+ 1.9%
$18.18 - $18.58 $11.3K - $11.5K
33.3K $617K
KRC
Kilroy Realty Corp

Real Estate
634
+ 192.12%
$32.02 - $40.63 $20.3K - $25.8K
964 $31K
MPWR
Monolithic Power Systems Inc

Technology
34
+ 21.94%
$565.7 - $720.25 $19.2K - $24.5K
189 $109K
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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