Allworth Financial LP Incresed Positions in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.07K
+ 82.2%
$53.94 - $58.15 $57.6K - $62K
2.37K $133K
APO
Apollo Global Management, Inc.

Financial Services
190
+ 26.06%
$131.36 - $178.61 $25K - $33.9K
919 $151K
FTC
First Tr Lge Cap Growth

ETFs
13
+ 0.14%
$130.13 - $149.09 $1.69K - $1.94K
9.29K $1.28M
PSX
Phillips 66

Energy
2.48K
+ 19.44%
$110.35 - $138.93 $274K - $345K
15.3K $1.74M
TM
Toyota Motor Corp

Consumer Cyclical
50
+ 1.62%
$169.2 - $199.52 $8.46K - $9.98K
3.14K $611K
BEN
Franklin Resources Inc

Financial Services
2.86K
+ 82.71%
$19.35 - $22.76 $55.2K - $65K
6.31K $127K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
2.05K
+ 126.12%
$30.93 - $33.94 $63.3K - $69.5K
3.67K $113K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
7.52K
+ 130.58%
$27.45 - $55.56 $206K - $418K
13.3K $375K
GLW
Corning Inc

Technology
220
+ 1.14%
$44.11 - $49.76 $9.7K - $10.9K
19.6K $930K
EQT
Eqt Corp

Energy
783
+ 37.41%
$35.62 - $46.89 $27.9K - $36.7K
2.88K $132K
MLN
Vaneck Long Muni ETF

ETFs
3.9K
+ 12.02%
$17.61 - $18.29 $68.6K - $71.3K
36.3K $649K
FTLS
First Tr Long/Short Equity ETF

ETFs
771
+ 38.21%
$63.1 - $67.29 $48.7K - $51.9K
2.79K $183K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.52K
+ 9.39%
$29.73 - $30.81 $45.3K - $47K
17.8K $540K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
662
+ 10.24%
$66.77 - $71.52 $44.2K - $47.3K
7.13K $491K
IBB
Ishares Biotechnology ETF

ETFs
564
+ 36.89%
$131.21 - $148.85 $74K - $84K
2.09K $276K
KRE
Spdr S&P Regional Banking ETF

ETFs
840
+ 97.56%
$54.6 - $68.9 $45.9K - $57.9K
1.7K $102K
UHAL
Amerco

Industrials
792
+ 784.16%
$67.46 - $78.4 $53.4K - $62.1K
893 $61K
CWCO
Consolidated Water Co. Ltd.

Utilities
2.03K
+ 643.35%
$23.65 - $27.44 $48.1K - $55.8K
2.35K $60K
INTU
Intuit Inc

Technology
50
+ 1.74%
$602.01 - $706.25 $30.1K - $35.3K
2.93K $1.84M
MNST
Monster Beverage Corp

Consumer Defensive
951
+ 22.49%
$49.24 - $56.38 $46.8K - $53.6K
5.18K $272K
VTWO
Vanguard Russell 2000 ETF

ETFs
579
+ 140.53%
$87.42 - $98.06 $50.6K - $56.8K
991 $88K
AVB
Avalonbay Communities Inc

Real Estate
246
+ 47.77%
$216.28 - $237.81 $53.2K - $58.5K
761 $167K
CM
Canadian Imperial Bank Of Commerce

Financial Services
805
+ 255.56%
$59.58 - $67.31 $48K - $54.2K
1.12K $70K
PH
Parker Hannifin Corp

Industrials
78
+ 19.35%
$621.74 - $709.46 $48.5K - $55.3K
481 $305K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
520
+ 13.02%
$58.39 - $67.04 $30.4K - $34.9K
4.51K $286K
ONB
Old National Bancorp

Financial Services
2.11K
+ 150.5%
$17.94 - $23.23 $37.8K - $48.9K
3.51K $76K
PIPR
Piper Sandler Companies

Financial Services
160
+ 238.81%
$280.53 - $348.81 $44.9K - $55.8K
227 $68K
SSNC
Ss&C Technologies Holdings Inc

Technology
628
+ 49.33%
$69.93 - $77.36 $43.9K - $48.6K
1.9K $144K
CINF
Cincinnati Financial Corp

Financial Services
261
+ 16.73%
$132.86 - $160.16 $34.7K - $41.8K
1.82K $261K
IGE
Ishares Tr North Amern Nat Res

ETFs
1.16K
+ 1161.0%
$41.52 - $48.01 $48.2K - $55.7K
1.26K $53K
ABNB
Airbnb, Inc.

Consumer Cyclical
278
+ 10.96%
$125.36 - $147.37 $34.9K - $41K
2.81K $369K
ARES
Ares Management Corp

Financial Services
183
+ 24.66%
$153.38 - $183.7 $28.1K - $33.6K
925 $163K
OGE
Oge Energy Corp.

Utilities
1.18K
+ 185.83%
$39.65 - $44.08 $46.8K - $52K
1.82K $74K
VOX
Vanguard Communication Service

ETFs
161
+ 6.56%
$144.31 - $163.57 $23.2K - $26.3K
2.62K $405K
CFG
Citizens Financial Group Inc

Financial Services
965
+ 59.35%
$39.92 - $48.46 $38.5K - $46.8K
2.59K $113K
ODFL
Old Dominion Freight Line, Inc.

Industrials
447
+ 31.32%
$176.4 - $231.84 $78.9K - $104K
1.87K $330K
PBA
Pembina Pipeline Corp

Energy
1.45K
+ 84.49%
$35.89 - $43.35 $52.2K - $63K
3.18K $117K
TTWO
Take Two Interactive Software Inc

Communication Services
102
+ 10.93%
$147.66 - $190.46 $15.1K - $19.4K
1.04K $190K
VTR
Ventas, Inc.

Real Estate
962
+ 52.06%
$57.73 - $66.48 $55.5K - $64K
2.81K $165K
ATO
Atmos Energy Corp

Utilities
326
+ 32.86%
$136.41 - $151.43 $44.5K - $49.4K
1.32K $183K
AZO
Autozone Inc

Consumer Cyclical
13
+ 15.48%
$2981.19 - $3370.27 $38.8K - $43.8K
97 $310K
CGUS
Capital Group Core Equity ETF
854
+ 3.51%
$33.96 - $36.24 $29K - $30.9K
25.2K $880K
CTRA
Coterra Energy Inc.

Energy
689
+ 3.89%
$22.71 - $27.63 $15.6K - $19K
18.4K $470K
DASH
Door Dash, Inc.

Communication Services
178
+ 26.89%
$141.93 - $180.48 $25.3K - $32.1K
840 $140K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
951
+ 383.47%
$47.66 - $51.97 $45.3K - $49.4K
1.2K $58K
NHC
National Healthcare Corp

Healthcare
446
+ 377.97%
$107.42 - $135.75 $47.9K - $60.5K
564 $60K
BLOK
Amplify ETF Tr Trnsformational

ETFs
753
+ 34.93%
$36.5 - $53.22 $27.5K - $40.1K
2.91K $125K
BMO
Bank Of Montreal

Financial Services
369
+ 27.58%
$89.75 - $103.39 $33.1K - $38.2K
1.71K $165K
D
Dominion Energy, Inc

Utilities
2.23K
+ 11.71%
$52.63 - $60.92 $117K - $136K
21.2K $1.14M
Activity Summary
Buys All Purchases 2174 New Holdings 382 Increased Positions 1792 Sells All Sells 942 Reductions 942 Sold out 0 Options Calls 2 Puts 1
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