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
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
22
+ 0.07%
$44.64 - $55.3 $982 - $1.22K
32K $1.77M
MOH
Molina Healthcare, Inc.

Healthcare
553
+ 242.54%
$290.25 - $353.24 $161K - $195K
781 $232K
TMP
Tompkins Financial Corp

Financial Services
2.5K
+ 3207.69%
$55.65 - $65.06 $139K - $163K
2.58K $161K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
1.25K
+ 279.29%
$66.89 - $111.18 $83.9K - $139K
1.7K $189K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.35K
+ 1242.2%
$90.5 - $114.3 $123K - $155K
1.46K $166K
AEE
Ameren Corp

Utilities
2.94K
+ 9.87%
$94.23 - $101.68 $277K - $299K
32.7K $3.15M
DEO
Diageo PLC

Consumer Defensive
1.57K
+ 132.18%
$99.86 - $115.75 $156K - $181K
2.75K $277K
EA
Electronic Arts Inc.

Communication Services
845
+ 72.28%
$132.53 - $159.7 $112K - $135K
2.01K $321K
EXPD
Expeditors International Of Washington Inc

Industrials
1.69K
+ 25.55%
$102.84 - $122.24 $173K - $206K
8.28K $946K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
3K
+ 148.59%
$49.79 - $50.59 $149K - $152K
5.02K $253K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
13.3K
+ 523.13%
$10.78 - $11.57 $144K - $154K
15.9K $179K
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.13K
+ 3.99%
$35.9 - $43.76 $40.6K - $49.4K
29.4K $1.27M
KD
Kyndryl Holdings, Inc.

Technology
766
+ 6.93%
$27.77 - $41.96 $21.3K - $32.1K
11.8K $495K
NDSN
Nordson Corp

Industrials
23
+ 0.2%
$167.51 - $223.5 $3.85K - $5.14K
11.4K $2.43M
LDOS
Leidos Holdings, Inc.

Technology
832
+ 113.66%
$132.9 - $160.3 $111K - $133K
1.56K $246K
UNP
Union Pacific Corp

Industrials
2.07K
+ 3.87%
$208.27 - $238.46 $431K - $494K
55.5K $12.8M
BXSL
Blackstone Secured Lending Fund

Financial Services
7.15K
+ 15.61%
$26.88 - $32.74 $192K - $234K
53K $1.63M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
2.41K
+ 1562.34%
$47.63 - $60.01 $115K - $144K
2.56K $152K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
10.5K
+ 210.07%
$12.71 - $14.52 $134K - $153K
15.5K $216K
TTE
Total Energies Se

Energy
2.11K
+ 79.65%
N/A
4.75K $325K
HQH
Tekla Healthcare Investors

Financial Services
9.16K
+ 53894.12%
$14.14 - $16.32 $130K - $150K
9.18K $142K
FDX
Fedex Corp

Industrials
1.3K
+ 13.96%
$198.07 - $245.17 $258K - $319K
10.6K $2.41M
MNST
Monster Beverage Corp

Consumer Defensive
2.07K
+ 68.7%
$55.01 - $64.24 $114K - $133K
5.08K $318K
HIG
Hartford Financial Services Group, Inc.

Financial Services
896
+ 10.49%
$109.83 - $131.67 $98.4K - $118K
9.44K $1.2M
ICF
Ishares Tr

ETFs
2.29K
+ 152.26%
$54.56 - $62.47 $125K - $143K
3.79K $232K
MCO
Moodys Corp

Financial Services
201
+ 18.53%
$396.7 - $501.59 $79.7K - $101K
1.29K $645K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
145
+ 0.28%
$26.69 - $33.44 $3.87K - $4.85K
52.1K $1.71M
AAL
American Airlines Group Inc.

Industrials
12.5K
+ 25.93%
N/A
60.9K $671K
DXCM
Dexcom Inc

Healthcare
961
+ 33.77%
$59.83 - $87.57 $57.5K - $84.2K
3.81K $332K
ROKU
Roku, Inc

Communication Services
1.41K
+ 196.39%
$55.1 - $87.89 $77.9K - $124K
2.13K $187K
VDC
Vanguard Consumer Staples ETF

ETFs
621
+ 14.15%
$204.89 - $224.73 $127K - $140K
5.01K $1.1M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
5.75K
+ 1.86%
N/A
316K $7.49M
MRK
Merck & Co., Inc.

Healthcare
15.7K
+ 15.05%
$73.47 - $87.12 $1.15M - $1.37M
120K $9.49M
VRSN
Verisign Inc

Technology
403
+ 70.33%
$234.49 - $288.8 $94.5K - $116K
976 $281K
ILMN
Illumina, Inc.

Healthcare
430
+ 7.32%
$70.3 - $95.41 $30.2K - $41K
6.31K $601K
VOOV
Vanguard S&P 500 Value ETF

ETFs
246
+ 1.25%
$162.65 - $188.71 $40K - $46.4K
19.9K $3.76M
BIIB
Biogen Inc.

Healthcare
1.16K
+ 114.26%
$113.38 - $135.49 $132K - $157K
2.18K $273K
CTRA
Coterra Energy Inc.

Energy
7.89K
+ 42.18%
$22.6 - $29.07 $178K - $229K
26.6K $674K
USRT
Ishares Core U.S. Reit ETF

ETFs
2.75K
+ 13.55%
$50.37 - $57.97 $139K - $160K
23.1K $1.3M
PAYX
Paychex Inc

Industrials
1.54K
+ 15.06%
$137.01 - $159.78 $211K - $246K
11.8K $1.71M
UGI
Ugi Corp

Utilities
3.43K
+ 129.27%
$30.18 - $36.59 $103K - $125K
6.08K $221K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
9.6K
+ 2400.0%
$11.53 - $13.87 $111K - $133K
10K $138K
SONO
Sonos Inc

Technology
12.3K
+ 1917.0%
$7.7 - $11.25 $94.6K - $138K
12.9K $139K
LNT
Alliant Energy Corp

Utilities
2.21K
+ 433.99%
$58.79 - $64.85 $130K - $143K
2.72K $164K
PFGC
Performance Food Group CO

Consumer Defensive
1.45K
+ 247.01%
$71.62 - $89.56 $103K - $129K
2.03K $177K
MGEE
Mge Energy Inc

Utilities
1.46K
+ 2430.0%
$86.85 - $93.48 $127K - $136K
1.52K $134K
SBUX
Starbucks Corp

Consumer Cyclical
14.7K
+ 7.8%
$79.69 - $99.41 $1.17M - $1.46M
203K $18.6M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
346
+ 2.15%
$73.0 - $85.5 $25.3K - $29.6K
16.4K $1.38M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.52K
+ 60.42%
$49.79 - $50.75 $125K - $128K
6.69K $339K
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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