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
VERV
Verve Therapeutics, Inc.

Healthcare
4.5K
+ 10229.55%
$2.97 - $11.38 $13.4K - $51.2K
4.55K $51K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.05K
+ 51.04%
$90.21 - $112.66 $95.1K - $119K
3.12K $284K
ARW
Arrow Electronics Inc

Technology
354
+ 168.57%
$90.32 - $128.28 $32K - $45.4K
564 $71K
JMBS
Janus Detroit Str Tr Henderson

ETFs
1.11K
+ 198.21%
$43.89 - $45.45 $48.6K - $50.4K
1.67K $75K
LITE
Lumentum Holdings Inc.

Technology
404
+ 121.32%
$49.56 - $95.06 $20K - $38.4K
737 $70K
MPWR
Monolithic Power Systems Inc

Technology
29
+ 15.34%
$455.19 - $737.73 $13.2K - $21.4K
218 $159K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
270
+ 57.69%
$144.63 - $179.53 $39.1K - $48.5K
738 $121K
ORCC
Owl Rock Capital Corp

Financial Services
3.68K
+ 24533.33%
N/A
3.7K $49K
DGICA
Donegal Group Inc

Financial Services
2.45K
+ 477.19%
$17.85 - $20.86 $43.7K - $51.1K
2.96K $59K
MTG
Mgic Investment Corp

Financial Services
1.69K
+ 285.33%
$22.43 - $28.1 $38K - $47.5K
2.29K $63K
PL
Planet Labs Pbc

Industrials
2
+ 0.01%
$2.96 - $6.1 $5.92 - $12.2
18.1K $110K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
786
+ 255.19%
$48.22 - $60.41 $37.9K - $47.5K
1.09K $65K
FIVE
Five Below, Inc

Consumer Cyclical
323
+ 332.99%
$55.75 - $131.18 $18K - $42.4K
420 $55K
KBH
Kb Home

Consumer Cyclical
1.03K
+ 75.91%
$50.15 - $58.93 $51.5K - $60.5K
2.38K $126K
PPG
Ppg Industries Inc

Basic Materials
292
+ 8.88%
$91.66 - $115.04 $26.8K - $33.6K
3.58K $407K
SWK
Stanley Black & Decker, Inc.

Industrials
1.02K
+ 44.12%
$55.86 - $76.98 $57.2K - $78.8K
3.35K $226K
DOX
Amdocs LTD

Technology
523
+ 28.59%
$80.46 - $94.08 $42.1K - $49.2K
2.35K $214K
EXEL
Exelixis, Inc.

Healthcare
957
+ 134.6%
$34.13 - $46.26 $32.7K - $44.3K
1.67K $73K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.07K
+ 0.46%
$23.96 - $24.27 $25.7K - $26K
236K $5.72M
IAT
Ishares Tr

ETFs
929
+ 559.64%
$39.71 - $49.55 $36.9K - $46K
1.1K $54K
ITRI
Itron, Inc.

Technology
271
+ 63.76%
$92.04 - $132.78 $24.9K - $36K
696 $91K
MAT
Mattel Inc

Consumer Cyclical
2.35K
+ 469.46%
$14.55 - $20.12 $34.2K - $47.3K
2.85K $56K
NYT
New York Times CO

Communication Services
819
+ 405.45%
$45.37 - $57.12 $37.2K - $46.8K
1.02K $57K
PRIM
Primoris Services Corp

Industrials
541
+ 241.52%
$52.66 - $80.05 $28.5K - $43.3K
765 $59K
RL
Ralph Lauren Corp

Consumer Cyclical
154
+ 175.0%
$182.34 - $286.22 $28.1K - $44.1K
242 $66K
SYF
Synchrony Financial

Financial Services
603
+ 126.42%
$43.81 - $66.74 $26.4K - $40.2K
1.08K $72K
PATH
Ui Path, Inc.

Technology
2.6K
+ 45.76%
$9.79 - $13.31 $25.4K - $34.5K
8.27K $105K
AAP
Advance Auto Parts Inc

Consumer Cyclical
934
+ 283.03%
$30.31 - $53.25 $28.3K - $49.7K
1.26K $58K
AA
Alcoa Corp

Basic Materials
1.64K
+ 63.53%
$22.57 - $30.84 $36.9K - $50.5K
4.21K $124K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
2.62K
+ 36.57%
$2.39 - $6.79 $6.25K - $17.8K
9.77K $66K
DLTR
Dollar Tree, Inc.

Consumer Defensive
351
+ 75.65%
$67.22 - $100.51 $23.6K - $35.3K
815 $80K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
4.92K
+ 98440.0%
$9.14 - $9.99 $45K - $49.2K
4.93K $46K
H
Hyatt Hotels Corp

Consumer Cyclical
319
+ 350.55%
$104.22 - $139.65 $33.2K - $44.5K
410 $57K
SPH
Suburban Propane Partners LP

Utilities
3.56K
+ 44.7%
$17.75 - $21.62 $63.1K - $76.9K
11.5K $213K
TECK
Teck Resources LTD

Basic Materials
910
+ 38.67%
$29.05 - $41.48 $26.4K - $37.7K
3.26K $131K
PR
Permian Resources Corporation

Energy
3.36K
+ 162.45%
$10.36 - $14.93 $34.8K - $50.2K
5.43K $73K
PBI
Pitney Bowes Inc

Industrials
491
+ 2.28%
$7.81 - $10.94 $3.83K - $5.37K
22K $239K
VOD
Vodafone Group Public LTD CO

Communication Services
750
+ 2.64%
$8.19 - $10.66 $6.14K - $8K
29.2K $311K
APA
Apa Corp

Energy
2.83K
+ 91.89%
$14.03 - $21.24 $39.8K - $60.2K
5.92K $108K
BCE
Bce Inc

Communication Services
1.99K
+ 340.0%
$20.87 - $22.95 $41.5K - $45.6K
2.57K $57K
BUG
Global X Fds Cybersecurity ETF

ETFs
582
+ 12.12%
$29.9 - $37.1 $17.4K - $21.6K
5.39K $199K
BTO
John Hancock Financial Opportunities Fund

Financial Services
1.1K
+ 32.5%
$28.44 - $35.42 $31.3K - $39K
4.49K $159K
MKTX
Marketaxess Holdings Inc

Financial Services
191
+ 160.5%
$203.19 - $231.09 $38.8K - $44.1K
310 $69K
SLF
Sun Life Financial Inc

Financial Services
598
+ 134.99%
$53.39 - $66.45 $31.9K - $39.7K
1.04K $69K
XYL
Xylem Inc.

Industrials
183
+ 8.85%
$102.86 - $129.5 $18.8K - $23.7K
2.25K $291K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
3.64K
+ 68.58%
$8.65 - $10.52 $31.4K - $38.2K
8.94K $93K
FPE
First Tr Pfd Secs & Income ETF

ETFs
91
+ 0.05%
$16.93 - $17.81 $1.54K - $1.62K
196K $3.49M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
206
+ 22.27%
$106.81 - $136.49 $22K - $28.1K
1.13K $154K
HPI
John Hancock Preferred Income Fund

Financial Services
2.73K
+ 181.9%
$15.0 - $16.67 $41K - $45.6K
4.24K $67K
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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