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
MRNA
Moderna, Inc.

Healthcare
1.63K
+ 74.02%
$23.65 - $28.54 $38.5K - $46.4K
3.83K $105K
PNR
Pentair PLC

Industrials
373
+ 101.63%
$76.17 - $103.58 $28.4K - $38.6K
740 $75K
IBND
Spdr Bloomberg International C

ETFs
1.34K
+ 67000.0%
$29.46 - $32.59 $39.5K - $43.7K
1.34K $43K
ATR
Aptargroup, Inc.

Healthcare
26
+ 0.55%
$133.66 - $158.53 $3.48K - $4.12K
4.79K $748K
BEAM
Beam Therapeutics Inc.

Healthcare
2.48K
+ 7080.0%
$14.54 - $20.24 $36K - $50.2K
2.51K $42K
SQ
Block, Inc.

Technology
743
+ 23.09%
N/A
3.96K $226K
FVAL
Fidelity Covington Tr Value Fa

ETFs
14
+ 0.15%
$52.8 - $63.87 $739 - $894
9.56K $610K
IGF
Ishares Global Infrastructure

ETFs
654
+ 95.34%
$50.55 - $59.83 $33.1K - $39.1K
1.34K $79K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
465
+ 2.08%
$51.1 - $53.29 $23.8K - $24.8K
22.9K $1.22M
IOT
Samsara Inc.

Technology
1.05K
+ 906.9%
$33.46 - $47.74 $35.2K - $50.2K
1.17K $46K
TTEK
Tetra Tech Inc

Industrials
1.05K
+ 145.97%
$28.01 - $36.25 $29.4K - $38.1K
1.77K $63K
VTRS
Viatris Inc

Healthcare
4.44K
+ 44.22%
$7.26 - $9.12 $32.3K - $40.5K
14.5K $129K
WSM
Williams Sonoma Inc

Consumer Cyclical
243
+ 55.86%
$137.62 - $174.44 $33.4K - $42.4K
678 $110K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
2.54K
+ 230.64%
$11.71 - $19.37 $29.7K - $49.1K
3.64K $58K
AER
Aer Cap Holdings N.V.

Industrials
151
+ 9.64%
$88.97 - $117.24 $13.4K - $17.7K
1.72K $200K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
2K
+ 11764.71%
$16.12 - $20.75 $32.2K - $41.5K
2.02K $41K
BAH
Booz Allen Hamilton Holding Corp

Industrials
407
+ 11.62%
$99.97 - $129.69 $40.7K - $52.8K
3.91K $407K
KB
Kb Financial Group Inc.

Financial Services
70
+ 5.7%
$46.88 - $82.59 $3.28K - $5.78K
1.3K $107K
BPOP
Popular, Inc.

Financial Services
367
+ 2158.82%
$81.63 - $110.51 $30K - $40.6K
384 $42K
RIO
Rio Tinto PLC

Basic Materials
775
+ 39.78%
$52.32 - $62.75 $40.5K - $48.6K
2.72K $158K
CW
Curtiss Wright Corp

Industrials
67
+ 155.81%
$283.18 - $488.55 $19K - $32.7K
110 $53K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
304
+ 8.87%
$45.13 - $56.88 $13.7K - $17.3K
3.73K $212K
XRAY
Dentsply Sirona Inc.

Healthcare
2.25K
+ 56.9%
$12.55 - $16.75 $28.2K - $37.6K
6.2K $98K
OTTR
Otter Tail Corp

Utilities
548
+ 84.31%
$74.62 - $81.76 $40.9K - $44.8K
1.2K $92K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
2.2K
+ 27.45%
$41.37 - $53.28 $91.1K - $117K
10.2K $457K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
1.7K
+ 330.74%
$19.41 - $22.77 $33K - $38.7K
2.21K $50K
HSIC
Henry Schein Inc

Healthcare
462
+ 39.22%
$62.7 - $73.66 $29K - $34K
1.64K $119K
HST
Host Hotels & Resorts, Inc.

Real Estate
2.36K
+ 124.42%
$12.7 - $16.07 $30K - $37.9K
4.26K $65K
MNDY
Monday.Com Ltd.

Technology
112
+ 219.61%
$217.77 - $314.48 $24.4K - $35.2K
163 $51K
NX
Quanex Building Products Corp

Industrials
2.06K
+ 17191.67%
$15.5 - $20.19 $32K - $41.7K
2.08K $39K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
9.67K
+ 1247.35%
$3.35 - $3.97 $32.4K - $38.4K
10.4K $41K
CIEN
Ciena Corp

Technology
372
+ 107.51%
$53.5 - $83.89 $19.9K - $31.2K
718 $58K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
694
+ 23.4%
$51.68 - $52.76 $35.9K - $36.6K
3.66K $193K
NVT
N Vent Electric PLC

Industrials
267
+ 30.48%
$45.2 - $73.35 $12.1K - $19.6K
1.14K $83K
OPCH
Option Care Health, Inc.

Healthcare
1.25K
+ 126.65%
$30.69 - $34.95 $38.4K - $43.7K
2.24K $72K
FNDB
Schwab Fundamental U S Broad M

ETFs
1.52K
+ 108.01%
$20.36 - $23.98 $31K - $36.5K
2.94K $70K
SSB
South State Corp

Financial Services
427
+ 47.6%
$80.59 - $94.67 $34.4K - $40.4K
1.32K $121K
TM
Toyota Motor Corp

Consumer Cyclical
297
+ 9.68%
$158.63 - $195.39 $47.1K - $58K
3.37K $579K
UBSI
United Bankshares Inc

Financial Services
1.01K
+ 394.14%
$31.5 - $37.32 $31.8K - $37.7K
1.27K $46K
VMC
Vulcan Materials CO

Basic Materials
75
+ 11.52%
$226.49 - $276.01 $17K - $20.7K
726 $189K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
261
+ 176.35%
$120.49 - $141.16 $31.4K - $36.8K
409 $56K
AXS
Axis Capital Holdings LTD

Financial Services
344
+ 145.15%
$87.23 - $106.93 $30K - $36.8K
581 $60K
CX
Cemex Sab De Cv

Basic Materials
138
+ 0.5%
$5.02 - $7.19 $693 - $992
27.8K $192K
CFG
Citizens Financial Group Inc

Financial Services
572
+ 19.05%
$34.27 - $44.75 $19.6K - $25.6K
3.57K $159K
EXC
Exelon Corp

Utilities
2.26K
+ 9.73%
$42.2 - $47.37 $95.4K - $107K
25.5K $1.11M
FEX
First Tr Large Cap Core Alphde

ETFs
82
+ 2.17%
$90.17 - $109.96 $7.39K - $9.02K
3.87K $425K
FTS
Fortis Inc.

Utilities
766
+ 157.29%
$44.42 - $49.76 $34K - $38.1K
1.25K $59K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
3.01K
+ 67.94%
$8.48 - $11.94 $25.5K - $35.9K
7.43K $77K
JOBY
Joby Aviation, Inc.

Industrials
763
+ 11.86%
$5.33 - $10.55 $4.07K - $8.05K
7.2K $75K
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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