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
TDG
Trans Digm Group Inc

Industrials
59
+ 20.92%
$1231.75 - $1520.64 $72.7K - $89.7K
341 $518K
COLL
Collegium Pharmaceutical, Inc

Healthcare
4.29K
+ 7401.72%
$24.67 - $30.44 $106K - $131K
4.35K $128K
IWV
Ishares Russell 3000 ETF

ETFs
151
+ 6.79%
$281.67 - $351.0 $42.5K - $53K
2.38K $833K
LYFT
Lyft, Inc.

Technology
5.35K
+ 49.11%
$9.97 - $17.21 $53.4K - $92.1K
16.2K $256K
OSK
Oshkosh Corp

Industrials
1.11K
+ 1877.97%
$79.17 - $113.62 $87.7K - $126K
1.17K $132K
SCI
Service Corp International

Consumer Cyclical
1.5K
+ 39.04%
$73.58 - $81.65 $110K - $123K
5.35K $435K
BNDX
Vanguard Total International B

ETFs
2.26K
+ 10.38%
$48.77 - $49.55 $110K - $112K
24K $1.19M
ITW
Illinois Tool Works Inc

Industrials
525
+ 11.44%
$218.41 - $252.43 $115K - $133K
5.12K $1.26M
IIF
Morgan Stanley India Investment Fund, Inc.

Financial Services
4.4K
+ 880.0%
$22.65 - $28.29 $99.7K - $124K
4.9K $138K
INOD
Innodata Inc

Technology
2.23K
+ 306.18%
$29.68 - $51.96 $66.2K - $116K
2.96K $151K
PDI
Pimco Dynamic Income Fund

Financial Services
6.65K
+ 1095.72%
$17.02 - $19.87 $113K - $132K
7.26K $137K
ASTS
Ast Space Mobile, Inc.

Communication Services
814
+ 22.89%
$20.07 - $51.83 $16.3K - $42.2K
4.37K $204K
HSY
Hershey CO

Consumer Defensive
963
+ 13.4%
$151.29 - $173.13 $146K - $167K
8.15K $1.35M
FITB
Fifth Third Bancorp

Financial Services
2.51K
+ 25.78%
$33.32 - $41.51 $83.5K - $104K
12.2K $503K
NNI
Nelnet Inc

Financial Services
1.01K
+ 50400.0%
$101.27 - $121.3 $102K - $122K
1.01K $122K
BNTX
Bio N Tech Se

Healthcare
1.12K
+ 1176.84%
$86.65 - $120.54 $96.9K - $135K
1.21K $129K
RMD
Resmed Inc

Healthcare
375
+ 53.04%
$204.54 - $258.0 $76.7K - $96.8K
1.08K $279K
ZETA
Zeta Global Holdings Corp.

Technology
7.76K
+ 6015.5%
$11.02 - $16.81 $85.5K - $130K
7.89K $122K
ALGN
Align Technology Inc

Healthcare
225
+ 8.8%
$144.32 - $190.42 $32.5K - $42.8K
2.78K $526K
STRL
Sterling Construction CO Inc

Industrials
495
+ 1053.19%
$104.96 - $231.51 $52K - $115K
542 $125K
BHP
Bhp Group LTD

Basic Materials
2.48K
+ 147.24%
$40.22 - $50.88 $99.8K - $126K
4.17K $200K
ELP
Energy CO Of Parana

Utilities
13K
+ 6683.08%
$7.01 - $9.24 $91.4K - $120K
13.2K $120K
FLO
Flowers Foods Inc

Consumer Defensive
7.88K
+ 315.03%
$15.86 - $19.21 $125K - $151K
10.4K $165K
MFC
Manulife Financial Corp

Financial Services
3.52K
+ 47.44%
$26.93 - $32.44 $94.8K - $114K
10.9K $349K
RPM
Rpm International Inc

Basic Materials
1.08K
+ 368.03%
$96.97 - $117.58 $105K - $127K
1.38K $151K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.4K
+ 379.4%
$69.8 - $85.28 $97.7K - $119K
1.77K $146K
RSG
Republic Services, Inc.

Industrials
447
+ 33.86%
$227.2 - $258.07 $102K - $115K
1.77K $435K
DISV
Dimensional ETF Tr Dimensional

ETFs
398
+ 1.48%
$25.93 - $32.91 $10.3K - $13.1K
27.2K $895K
FLR
Fluor Corp

Industrials
402
+ 6.6%
$30.86 - $51.42 $12.4K - $20.7K
6.5K $333K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
4.69K
+ 178.95%
$24.14 - $25.43 $113K - $119K
7.31K $181K
VCR
Vanguard Consumer Discretionar

ETFs
184
+ 14.05%
$290.42 - $364.35 $53.4K - $67K
1.49K $541K
CGUS
Capital Group Core Equity ETF
575
+ 2.19%
$29.93 - $36.93 $17.2K - $21.2K
26.9K $992K
CHTR
Charter Communications, Inc.

Communication Services
248
+ 87.63%
$321.68 - $427.25 $79.8K - $106K
531 $217K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
13.8K
+ 2228.99%
$6.66 - $8.12 $92.2K - $112K
14.5K $117K
FBT
First Trust Nyse Arca Biotechn

ETFs
978
+ 19.5%
$145.67 - $165.99 $142K - $162K
5.99K $966K
IVZ
Invesco Ltd.

Financial Services
5.11K
+ 9.87%
$12.14 - $15.77 $62.1K - $80.6K
56.9K $897K
NICE
Nice Ltd.

Technology
643
+ 285.78%
$141.3 - $178.32 $90.9K - $115K
868 $146K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
1.32K
+ 874.83%
$66.94 - $88.47 $88.4K - $117K
1.47K $121K
FISV
Fiserv Inc

Technology
875
+ 11.34%
N/A
8.59K $1.08M
WPM
Wheaton Precious Metals Corp.

Basic Materials
432
+ 7.56%
$70.56 - $92.75 $30.5K - $40.1K
6.15K $552K
APAM
Artisan Partners Asset Management Inc.

Financial Services
2.43K
+ 3323.29%
$33.85 - $44.55 $82.1K - $108K
2.5K $110K
HRB
H&R Block Inc

Consumer Cyclical
1.96K
+ 64.76%
$54.32 - $63.04 $106K - $123K
4.98K $273K
EPR
Epr Properties

Real Estate
1.74K
+ 153.57%
$43.53 - $59.11 $75.9K - $103K
2.88K $167K
MATW
Matthews International Corp

Industrials
4.51K
+ 4173.15%
$18.8 - $24.36 $84.7K - $110K
4.62K $110K
SWX
Southwest Gas Holdings, Inc.

Utilities
1.45K
+ 367.68%
$66.91 - $76.44 $96.7K - $110K
1.84K $136K
AXSM
Axsome Therapeutics, Inc.

Healthcare
1.06K
+ 361.77%
$95.65 - $116.49 $101K - $123K
1.35K $141K
IONQ
Ion Q, Inc.

Technology
704
+ 19.12%
$20.68 - $48.04 $14.6K - $33.8K
4.39K $188K
MKL
Markel Corp

Financial Services
46
+ 38.33%
$1678.5 - $1997.36 $77.2K - $91.9K
166 $331K
CSL
Carlisle Companies Inc

Industrials
267
+ 157.06%
$317.1 - $408.5 $84.7K - $109K
437 $163K
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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