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
ETSY
Etsy Inc

Consumer Cyclical
4.07K
+ 528.87%
$40.8 - $63.88 $166K - $260K
4.84K $242K
IWY
Ishares Tr Russell 200 Growth

ETFs
179
+ 3.96%
$187.5 - $246.51 $33.6K - $44.1K
4.7K $1.16M
VST
Vistra Corp.

Utilities
430
+ 27.35%
$98.07 - $195.04 $42.2K - $83.9K
2K $388K
WDC
Western Digital Corp

Technology
2.82K
+ 294.76%
$30.54 - $63.99 $86K - $180K
3.77K $241K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
1.54K
+ 1642.55%
$49.95 - $128.54 $77.1K - $198K
1.64K $203K
IWR
Ishares Russell Mid Cap ETF

ETFs
781
+ 4.27%
$74.88 - $91.97 $58.5K - $71.8K
19.1K $1.75M
PHYS
Sprott Physical Gold Trust

Financial Services
7.03K
+ 45.82%
$22.82 - $26.29 $160K - $185K
22.4K $566K
GDV
Gabelli Dividend & Income Trust

Financial Services
6.82K
+ 66.47%
$21.11 - $26.01 $144K - $177K
17.1K $444K
GAB
Gabelli Equity Trust Inc

Financial Services
33.5K
+ 620.25%
$4.97 - $5.87 $167K - $197K
38.9K $226K
SYY
Sysco Corp

Consumer Defensive
2.51K
+ 26.59%
$68.0 - $75.91 $171K - $191K
12K $905K
CCJ
Cameco Corp

Energy
1.06K
+ 30.6%
$36.68 - $74.46 $38.9K - $78.9K
4.52K $335K
XAR
Spdr S&P Aerospace & Defense E

ETFs
755
+ 122.37%
$144.94 - $210.94 $109K - $159K
1.37K $289K
FICO
Fair Isaac Corp

Technology
104
+ 93.69%
$1503.62 - $2206.01 $156K - $229K
215 $393K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
955
+ 29.4%
$104.23 - $134.39 $99.5K - $128K
4.2K $564K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
2.35K
+ 2284.47%
$68.45 - $79.52 $161K - $187K
2.46K $195K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
17.3K
+ 244.01%
$10.29 - $11.24 $178K - $194K
24.4K $266K
SPOT
Spotify Technology S.A.

Communication Services
127
+ 31.05%
$503.3 - $775.9 $63.9K - $98.5K
536 $411K
UNM
Unum Group

Financial Services
2.32K
+ 104.22%
$70.48 - $82.91 $164K - $193K
4.55K $367K
FDN
First Tr Fd Dow Jones

ETFs
374
+ 21.07%
$200.29 - $269.33 $74.9K - $101K
2.15K $578K
SOUN
Soundhound Ai, Inc.

Technology
14.5K
+ 130.64%
$7.18 - $11.76 $104K - $170K
25.5K $273K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
956
+ 572.46%
$153.22 - $199.8 $146K - $191K
1.12K $210K
AZN
Astrazeneca PLC

Healthcare
3.26K
+ 25.93%
$64.87 - $75.0 $212K - $245K
15.9K $1.11M
FTC
First Tr Lge Cap Growth

ETFs
4
+ 0.04%
$116.97 - $150.97 $468 - $604
9.3K $1.4M
CAH
Cardinal Health Inc

Healthcare
367
+ 9.23%
$125.0 - $168.0 $45.9K - $61.7K
4.35K $729K
TMC
Tmc The Metals CO Inc.

Basic Materials
16.5K
+ 111.24%
$1.62 - $7.49 $26.7K - $123K
31.3K $206K
CRDO
Credo Technology Group Holding LTD

Technology
356
+ 12.68%
$33.3 - $95.05 $11.9K - $33.8K
3.16K $292K
PFFA
Etfis Ser Tr I

ETFs
8.65K
+ 61785.71%
$19.49 - $21.31 $169K - $184K
8.66K $180K
CNX
Cnx Resources Corp

Energy
5.27K
+ 1491.5%
$28.13 - $34.85 $148K - $183K
5.62K $189K
VRT
Vertiv Holdings CO

Industrials
2.05K
+ 316.18%
N/A
2.7K $234K
LHX
L3 Harris Technologies, Inc.

Industrials
95
+ 2.58%
$200.21 - $256.99 $19K - $24.4K
3.77K $946K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
19.5K
+ 6492.0%
$7.42 - $8.86 $145K - $173K
19.8K $175K
AVAV
Aero Vironment Inc

Industrials
508
+ 319.5%
$111.65 - $284.95 $56.7K - $145K
667 $190K
IBDV
Ishares Tr

Technology
7.81K
+ 180.39%
$21.28 - $21.98 $166K - $172K
12.1K $266K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
2.72K
+ 1368.84%
$35.11 - $63.01 $95.6K - $172K
2.92K $178K
DASH
Door Dash, Inc.

Communication Services
464
+ 52.25%
$163.16 - $246.51 $75.7K - $114K
1.35K $333K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.02K
+ 37.48%
$105.69 - $140.64 $107K - $143K
3.73K $493K
HOMB
Home Bancshares Inc

Financial Services
5.95K
+ 809.12%
$25.05 - $29.62 $149K - $176K
6.68K $190K
RVT
Royce Value Trust, Inc.

Financial Services
10.7K
+ 97.93%
$12.5 - $15.21 $134K - $163K
21.6K $325K
CNI
Canadian National Railway CO

Industrials
1.41K
+ 46.13%
$92.66 - $108.13 $130K - $152K
4.45K $463K
ES
Eversource Energy

Utilities
2.41K
+ 25.78%
$54.25 - $65.89 $131K - $159K
11.8K $747K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
1.4K
+ 2.71%
$32.79 - $36.78 $45.9K - $51.5K
53K $1.95M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.64K
+ 24.13%
$58.41 - $72.69 $95.7K - $119K
8.43K $612K
CODI
Compass Diversified Holdings

Industrials
28.3K
+ 2825.7%
$6.0 - $18.81 $170K - $532K
29.3K $183K
FNF
Fidelity National Financial, Inc.

Financial Services
3.62K
+ 82.64%
$53.62 - $66.59 $194K - $241K
7.99K $448K
VAW
Vanguard Materials ETF

ETFs
840
+ 563.76%
$163.82 - $196.64 $138K - $165K
989 $192K
FAST
Fastenal CO

Industrials
9.73K
+ 139.69%
$40.65 - $83.16 $396K - $809K
16.7K $701K
ICE
Intercontinental Exchange, Inc.

Financial Services
610
+ 14.24%
$151.62 - $183.47 $92.5K - $112K
4.89K $897K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
6.04K
+ 339.86%
$22.73 - $29.21 $137K - $176K
7.81K $209K
VTWG
Vanguard Russell 2000 Growth E

ETFs
694
+ 118.84%
$163.6 - $208.47 $114K - $145K
1.28K $266K
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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