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
NUE
Nucor Corp

Basic Materials
81
+ 5.89%
$114.48 - $142.52 $9.27K - $11.5K
1.46K $175K
SBAC
Sba Communications Corp

Real Estate
62
+ 62.0%
$192.76 - $224.91 $12K - $13.9K
162 $35K
TYL
Tyler Technologies Inc

Technology
24
+ 9.09%
$553.41 - $646.74 $13.3K - $15.5K
288 $167K
BHF
Brighthouse Financial, Inc.

Financial Services
166
+ 44.86%
$45.74 - $62.97 $7.59K - $10.5K
536 $31K
CDNS
Cadence Design Systems Inc

Technology
312
+ 21.94%
$233.96 - $324.52 $73K - $101K
1.73K $441K
CBSH
Commerce Bancshares Inc

Financial Services
231
+ 55.0%
$58.85 - $68.59 $13.6K - $15.8K
651 $40K
E
Eni Spa

Energy
177
+ 7.11%
$27.51 - $31.47 $4.87K - $5.57K
2.67K $82K
FXH
First Tr Exchange Trd Fd Healt

ETFs
142
+ 9.14%
$102.5 - $112.02 $14.6K - $15.9K
1.7K $175K
BEN
Franklin Resources Inc

Financial Services
1.03K
+ 16.38%
$18.92 - $22.24 $19.5K - $23K
7.34K $141K
GWRE
Guidewire Software, Inc.

Technology
14
+ 2.33%
$166.74 - $218.22 $2.33K - $3.06K
614 $115K
PJP
Invesco Exchange Traded Fd Tr

ETFs
37
+ 1.37%
$81.43 - $87.33 $3.01K - $3.23K
2.74K $237K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
159
+ 345.65%
$89.18 - $104.04 $14.2K - $16.5K
205 $18K
IOO
Ishares Tr Global 100 ETF

ETFs
213
+ 14.51%
$96.2 - $105.12 $20.5K - $22.4K
1.68K $161K
LSTR
Landstar System Inc

Industrials
127
+ 58.53%
$146.63 - $177.82 $18.6K - $22.6K
344 $51K
NSA
National Storage Affiliates Trust

Real Estate
347
+ 202.92%
$35.92 - $39.59 $12.5K - $13.7K
518 $20K
PVAL
Putnam ETF Tr Putnam Focused L
300
+ 11.19%
$36.8 - $39.59 $11K - $11.9K
2.98K $113K
TPL
Texas Pacific Land Corp

Energy
8
+ 42.11%
$1180.08 - $1431.01 $9.44K - $11.4K
27 $35K
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
400
+ 19.05%
$36.19 - $37.18 $14.5K - $14.9K
2.5K $90K
TMC
Tmc The Metals CO Inc.

Basic Materials
4.8K
+ 47.96%
$1.05 - $2.37 $5.04K - $11.4K
14.8K $25K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
219
+ 95.22%
$73.27 - $96.21 $16K - $21.1K
449 $32K
ASH
Ashland Global Holdings Inc

Basic Materials
325
+ 63.85%
$55.87 - $73.16 $18.2K - $23.8K
834 $49K
AGO
Assured Guaranty LTD

Financial Services
155
+ 27.58%
$82.9 - $95.47 $12.8K - $14.8K
717 $63K
CTSH
Cognizant Technology Solutions Corp

Technology
186
+ 7.11%
$75.32 - $90.7 $14K - $16.9K
2.8K $214K
NFRA
Flexshares Stoxx Global Broad

ETFs
220
+ 147.65%
$53.37 - $57.8 $11.7K - $12.7K
369 $21K
FLJP
Franklin Templeton ETF Tr

ETFs
465
+ 4650.0%
$27.82 - $30.67 $12.9K - $14.3K
475 $13K
HUN
Huntsman Corp

Basic Materials
851
+ 222.77%
$15.79 - $18.04 $13.4K - $15.4K
1.23K $19K
IDA
Idacorp Inc

Utilities
12
+ 0.7%
$105.58 - $119.04 $1.27K - $1.43K
1.74K $201K
NI
Nisource Inc.

Utilities
74
+ 2.42%
$35.57 - $41.23 $2.63K - $3.05K
3.13K $125K
OGE
Oge Energy Corp.

Utilities
86
+ 4.74%
$39.76 - $46.32 $3.42K - $3.98K
1.9K $87K
OPCH
Option Care Health, Inc.

Healthcare
63
+ 6.82%
$22.7 - $35.2 $1.43K - $2.22K
987 $34K
QRVO
Qorvo, Inc.

Technology
87
+ 3.35%
$69.12 - $90.57 $6.01K - $7.88K
2.69K $194K
RJF
Raymond James Financial Inc

Financial Services
164
+ 28.23%
$137.62 - $172.64 $22.6K - $28.3K
745 $103K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
437
+ 46.89%
$38.78 - $44.63 $16.9K - $19.5K
1.37K $53K
TPG
Tpg Inc.

Financial Services
369
+ 132.26%
$46.15 - $69.77 $17K - $25.7K
648 $30K
XPEV
Xpeng Inc.

Consumer Cyclical
37
+ 2.76%
$11.55 - $26.34 $427 - $975
1.38K $28K
ADC
Agree Realty Corp

Real Estate
105
+ 20.04%
$68.36 - $77.19 $7.18K - $8.1K
629 $48K
AKAM
Akamai Technologies Inc

Technology
138
+ 120.0%
N/A
253 $22K
ANSS
Ansys Inc

Technology
55
+ 21.32%
$316.56 - $360.36 $17.4K - $19.8K
313 $99K
CVNA
Carvana Co.

Consumer Cyclical
41
+ 8.02%
$166.52 - $285.33 $6.83K - $11.7K
552 $115K
CELH
Celsius Holdings, Inc.

Consumer Defensive
267
+ 100.75%
$21.28 - $35.62 $5.68K - $9.51K
532 $18K
CIVI
Civitas Resources, Inc.

Energy
421
+ 141.75%
$32.05 - $54.79 $13.5K - $23.1K
718 $25K
FXL
First Tr Exchange Traded Fd Fi

ETFs
112
+ 78.32%
$131.2 - $160.72 $14.7K - $18K
255 $33K
FEX
First Tr Large Cap Core Alphde

ETFs
174
+ 4.82%
$99.27 - $109.89 $17.3K - $19.1K
3.79K $388K
HMY
Harmony Gold Mining CO LTD

Basic Materials
80
+ 4.65%
$8.25 - $14.77 $660 - $1.18K
1.8K $26K
EEMV
Ishares Msci Emerging Markets

ETFs
203
+ 7.04%
$57.07 - $59.29 $11.6K - $12K
3.09K $179K
IYY
Ishares Tr

ETFs
107
+ 24.83%
$134.05 - $149.75 $14.3K - $16K
538 $73K
OMF
One Main Holdings, Inc.

Financial Services
352
+ 21.67%
$45.35 - $58.06 $16K - $20.4K
1.98K $96K
RF
Regions Financial Corp

Financial Services
786
+ 30.7%
$20.84 - $24.77 $16.4K - $19.5K
3.35K $72K
RIO
Rio Tinto PLC

Basic Materials
156
+ 8.71%
$58.19 - $64.29 $9.08K - $10K
1.95K $117K
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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