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
IYC
Ishares U.S. Consumer Discreti

ETFs
268
+ 29.39%
$85.96 - $101.28 $23K - $27.1K
1.18K $113K
KNSL
Kinsale Capital Group, Inc.

Financial Services
72
+ 450.0%
$424.05 - $524.22 $30.5K - $37.7K
88 $40K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
244
+ 3485.71%
$125.5 - $148.67 $30.6K - $36.3K
251 $33K
HNDL
Strategy Shs

ETFs
1.79K
+ 28.29%
$21.25 - $22.4 $38.1K - $40.1K
8.13K $173K
CLX
Clorox CO

Consumer Defensive
219
+ 2.97%
$156.51 - $169.74 $34.3K - $37.2K
7.58K $1.23M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
26
+ 260.0%
$1124.26 - $1344.96 $29.2K - $35K
36 $45K
JOBY
Joby Aviation, Inc.

Industrials
3.32K
+ 200.6%
$4.8 - $9.16 $15.9K - $30.4K
4.98K $40K
MPLX
Mplx LP

Energy
517
+ 25.11%
$43.77 - $51.66 $22.6K - $26.7K
2.58K $123K
OKTA
Okta, Inc.

Technology
326
+ 25.27%
$71.81 - $86.11 $23.4K - $28.1K
1.62K $127K
UNM
Unum Group

Financial Services
21
+ 0.95%
$58.88 - $77.07 $1.24K - $1.62K
2.22K $162K
CNP
Centerpoint Energy Inc

Utilities
699
+ 17.27%
$28.58 - $32.66 $20K - $22.8K
4.75K $150K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
1.46K
+ 184.81%
$21.41 - $23.64 $31.3K - $34.5K
2.25K $49K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
516
+ 14.88%
$60.51 - $65.57 $31.2K - $33.8K
3.98K $242K
NFE
New Fortress Energy Inc.

Utilities
1.96K
+ 2156.04%
$8.0 - $15.12 $15.7K - $29.7K
2.05K $31K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
2K
+ 23.1%
$13.54 - $14.25 $27.1K - $28.5K
10.7K $149K
PPL
Ppl Corp

Utilities
1K
+ 39.66%
$31.47 - $35.0 $31.6K - $35.1K
3.53K $114K
HOOD
Robinhood Markets, Inc.

Technology
643
+ 130.69%
$22.33 - $43.2 $14.4K - $27.8K
1.14K $42K
XAR
Spdr S&P Aerospace & Defense E

ETFs
165
+ 36.5%
$153.8 - $176.52 $25.4K - $29.1K
617 $102K
VMEO
Vimeo, Inc.

Technology
4.87K
+ 5662.79%
$4.68 - $7.32 $22.8K - $35.6K
4.96K $31K
CBRE
Cbre Group, Inc.

Real Estate
204
+ 47.22%
$119.22 - $140.71 $24.3K - $28.7K
636 $83K
MU
Micron Technology Inc

Technology
1.93K
+ 28.49%
$84.16 - $113.41 $163K - $219K
8.72K $733K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
3.73K
+ 377.13%
$7.83 - $8.16 $29.2K - $30.4K
4.71K $37K
PNW
Pinnacle West Capital Corp

Utilities
365
+ 125.86%
$84.03 - $94.52 $30.7K - $34.5K
655 $55K
TOST
Toast, Inc.

Technology
156
+ 5.26%
$27.43 - $43.54 $4.28K - $6.79K
3.12K $113K
AON
Aon PLC

Financial Services
4
+ 0.19%
$344.14 - $393.31 $1.38K - $1.57K
2.12K $761K
BR
Broadridge Financial Solutions, Inc.

Technology
63
+ 4.79%
$209.64 - $236.44 $13.2K - $14.9K
1.38K $311K
PHO
Invesco Exchange Traded Fd Tr

ETFs
469
+ 181.08%
$65.79 - $72.14 $30.9K - $33.8K
728 $47K
PECO
Phillips Edison & Company, Inc.

Real Estate
788
+ 94.6%
$35.96 - $39.8 $28.3K - $31.4K
1.62K $60K
XLC
Select Sector Spdr Tr Communic

ETFs
268
+ 58.39%
$89.66 - $102.16 $24K - $27.4K
727 $70K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.22K
+ 28.81%
$25.3 - $26.31 $30.8K - $32K
5.44K $139K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
313
+ 29.56%
$89.01 - $96.24 $27.9K - $30.1K
1.37K $123K
FIS
Fidelity National Information Services, Inc.

Technology
425
+ 19.07%
$80.14 - $90.95 $34.1K - $38.7K
2.65K $214K
F
Ford Motor CO

Consumer Cyclical
12.9K
+ 8.51%
$9.69 - $11.4 $125K - $147K
165K $1.63M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
3.06K
+ 251.77%
$8.01 - $11.0 $24.5K - $33.6K
4.27K $38K
KOMP
Spdr S&P Kensho New Economies

ETFs
535
+ 74.2%
$48.59 - $54.76 $26K - $29.3K
1.26K $63K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
3.2K
+ 1066.67%
$8.36 - $9.06 $26.8K - $29K
3.5K $29K
CHWY
Chewy, Inc.

Consumer Cyclical
650
+ 52.0%
$26.51 - $35.87 $17.2K - $23.3K
1.9K $63K
X
United States Steel Corp

Basic Materials
801
+ 149.44%
$30.14 - $42.31 $24.1K - $33.9K
1.34K $45K
ANSS
Ansys Inc

Technology
65
+ 33.68%
$313.05 - $361.45 $20.3K - $23.5K
258 $87K
AVA
Avista Corp

Utilities
715
+ 296.68%
$35.46 - $39.23 $25.4K - $28K
956 $35K
JETS
ETF Ser Solutions U S Global J

ETFs
865
+ 106.66%
$20.04 - $25.93 $17.3K - $22.4K
1.68K $42K
FV
First Trust Dorsey Wright Focu

ETFs
200
+ 1.13%
$57.47 - $62.82 $11.5K - $12.6K
17.9K $1.06M
URA
Global X Uranium ETF

ETFs
1.01K
+ 304.22%
$26.78 - $33.46 $27K - $33.8K
1.34K $35K
IVT
Inven Trust Properties Corp.

Real Estate
383
+ 4.45%
$28.52 - $31.3 $10.9K - $12K
8.99K $270K
LUMN
Lumen Technologies, Inc.

Communication Services
6.91K
+ 115.31%
$5.31 - $10.12 $36.7K - $70K
12.9K $68K
LYFT
Lyft, Inc.

Technology
1.89K
+ 25.94%
$12.36 - $18.59 $23.3K - $35.1K
9.17K $118K
MTH
Meritage Homes Corp

Consumer Cyclical
180
+ 545.45%
$151.91 - $205.12 $27.3K - $36.9K
213 $32K
MSEX
Middlesex Water CO

Utilities
500
+ 1136.36%
$52.63 - $69.7 $26.3K - $34.9K
544 $28K
NI
Nisource Inc.

Utilities
570
+ 22.96%
$33.74 - $38.25 $19.2K - $21.8K
3.05K $112K
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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