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
HYDB
Ishares Tr Edge High Yield Def

ETFs
1.04K
+ 31.93%
$46.68 - $47.95 $48.7K - $50.1K
4.31K $202K
CPNG
Coupang, Inc.

Consumer Cyclical
1.99K
+ 11033.33%
$21.98 - $26.89 $43.7K - $53.4K
2K $44K
WLK
Westlake Corp

Basic Materials
379
+ 6316.67%
$113.23 - $148.98 $42.9K - $56.5K
385 $44K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
1.28K
+ 980.77%
$32.55 - $36.44 $41.5K - $46.5K
1.41K $47K
APH
Amphenol Corp

Technology
115
+ 1.45%
$62.07 - $75.35 $7.14K - $8.67K
8.07K $560K
FNF
Fidelity National Financial, Inc.

Financial Services
1.22K
+ 27.38%
$55.19 - $63.83 $67.4K - $77.9K
5.68K $318K
GNL
Global Net Lease, Inc.

Real Estate
6.31K
+ 157.59%
$7.02 - $8.61 $44.3K - $54.3K
10.3K $75K
HBAN
Huntington Bancshares Inc

Financial Services
2.04K
+ 39.15%
$14.18 - $18.2 $29K - $37.2K
7.26K $118K
XT
Ishares Tr Exponential Technol

ETFs
724
+ 62.74%
$58.7 - $62.72 $42.5K - $45.4K
1.88K $112K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
3.55K
+ 9.87%
$21.43 - $22.55 $76.1K - $80.1K
39.5K $851K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
1.58K
+ 1267.2%
$26.39 - $35.74 $41.8K - $56.6K
1.71K $45K
HSIC
Henry Schein Inc

Healthcare
609
+ 180.71%
$66.54 - $77.66 $40.5K - $47.3K
946 $65K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2.2K
+ 2.16%
$23.25 - $23.37 $51.1K - $51.3K
104K $2.42M
CASY
Caseys General Stores Inc

Consumer Cyclical
75
+ 14.56%
$366.65 - $427.88 $27.5K - $32.1K
590 $233K
ACWI
Ishares Msci Acwi ETF

ETFs
373
+ 20.68%
$117.05 - $123.03 $43.7K - $45.9K
2.18K $255K
SUN
Sunoco LP

Energy
819
+ 90.6%
$50.8 - $56.82 $41.6K - $46.5K
1.72K $88K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
76
+ 55.07%
$338.38 - $446.21 $25.7K - $33.9K
214 $93K
VRSK
Verisk Analytics, Inc.

Industrials
104
+ 6.86%
$262.86 - $294.75 $27.3K - $30.7K
1.62K $445K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
645
+ 167.53%
$59.58 - $63.93 $38.4K - $41.2K
1.03K $63K
AAP
Advance Auto Parts Inc

Consumer Cyclical
818
+ 1543.4%
$35.69 - $47.44 $29.2K - $38.8K
871 $41K
DXCM
Dexcom Inc

Healthcare
409
+ 60.86%
$65.68 - $81.01 $26.9K - $33.1K
1.08K $84K
KEYS
Keysight Technologies, Inc.

Technology
225
+ 11.27%
$149.01 - $172.53 $33.5K - $38.8K
2.22K $356K
VONG
Vanguard Russell 1000 Growth E

ETFs
195
+ 6.98%
$95.27 - $107.82 $18.6K - $21K
2.99K $308K
DDOG
Datadog, Inc.

Technology
75
+ 7.75%
$113.98 - $168.65 $8.55K - $12.6K
1.04K $149K
DOV
Dover Corp

Industrials
258
+ 10.35%
$184.72 - $206.51 $47.7K - $53.3K
2.75K $516K
PGF
Invesco Exchange Traded Fd Tr

ETFs
2.66K
+ 967.64%
$14.4 - $15.83 $38.3K - $42.1K
2.94K $42K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.43K
+ 79.82%
$33.77 - $44.09 $48.4K - $63.1K
3.23K $109K
DLTR
Dollar Tree, Inc.

Consumer Defensive
413
+ 35.88%
$61.21 - $76.19 $25.3K - $31.5K
1.56K $117K
LKQ
Lkq Corp

Consumer Cyclical
1.09K
+ 107.82%
$36.0 - $39.99 $39.2K - $43.5K
2.1K $77K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
472
+ 126.2%
$58.22 - $78.62 $27.5K - $37.1K
846 $60K
TRP
Tc Energy Corp

Energy
814
+ 72.23%
$44.03 - $50.23 $35.8K - $40.9K
1.94K $90K
NFG
National Fuel Gas CO

Energy
578
+ 46.76%
$58.89 - $64.23 $34K - $37.1K
1.81K $110K
NUE
Nucor Corp

Basic Materials
546
+ 65.86%
$115.78 - $167.74 $63.2K - $91.6K
1.38K $160K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
3.22K
+ 50.66%
$13.01 - $14.43 $41.9K - $46.5K
9.58K $126K
CVNA
Carvana Co.

Consumer Cyclical
118
+ 30.03%
$175.8 - $260.8 $20.7K - $30.8K
511 $103K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
282
+ 43.93%
$123.69 - $133.68 $34.9K - $37.7K
924 $115K
HXL
Hexcel Corp

Industrials
567
+ 1069.81%
$58.56 - $65.31 $33.2K - $37K
620 $38K
IP
International Paper CO

Consumer Cyclical
539
+ 45.33%
$46.64 - $59.57 $25.1K - $32.1K
1.73K $93K
JCI
Johnson Controls International PLC

Industrials
351
+ 6.31%
$74.23 - $86.6 $26.1K - $30.4K
5.91K $466K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
2K
+ 397.61%
$16.46 - $17.93 $32.9K - $35.9K
2.5K $43K
NTRA
Natera, Inc.

Healthcare
15
+ 1.44%
$117.67 - $174.0 $1.77K - $2.61K
1.06K $167K
SNA
Snap On Inc

Industrials
38
+ 8.54%
$285.44 - $371.35 $10.8K - $14.1K
483 $163K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
428
+ 299.3%
$80.93 - $85.66 $34.6K - $36.7K
571 $46K
ROAD
Construction Partners, Inc.

Industrials
160
+ 14.98%
$67.44 - $101.86 $10.8K - $16.3K
1.23K $108K
HUBS
Hubspot Inc

Technology
19
+ 14.62%
$514.07 - $757.4 $9.77K - $14.4K
149 $103K
VFC
V F Corp

Consumer Cyclical
1.41K
+ 64.63%
$16.7 - $22.59 $23.5K - $31.8K
3.59K $77K
CRDO
Credo Technology Group Holding LTD

Technology
31
+ 3.63%
$30.16 - $77.25 $935 - $2.39K
886 $59K
FIW
First Trust Water ETF

ETFs
373
+ 48.69%
$102.02 - $110.91 $38.1K - $41.4K
1.14K $116K
GPN
Global Payments Inc

Industrials
249
+ 54.37%
$97.57 - $119.38 $24.3K - $29.7K
707 $79K
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
Track This Portfolio

Track Allworth Financial LP Portfolio

Follow Allworth Financial LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email