Allworth Financial LP Incresed Positions in Q1 2025

Allworth Financial LP

  • $17.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
10.1K
+ 10.86%
$105.87 - $121.97 $1.07M - $1.23M
103K $12.6M
DFSV
Dimensional ETF Tr Dimensional

ETFs
120K
+ 36.46%
$27.56 - $32.1 $3.3M - $3.85M
449K $12.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
39.9K
+ 1.9%
$27.01 - $28.54 $1.08M - $1.14M
2.14M $59.9M
WMT
Walmart Inc.

Consumer Defensive
34.2K
+ 15.8%
$84.5 - $105.05 $2.89M - $3.59M
251K $22M
SMB
Vaneck Short Muni ETF

ETFs
137K
+ 8.42%
$17.08 - $17.25 $2.35M - $2.37M
1.77M $30.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
76.5K
+ 14.59%
$57.21 - $65.8 $4.38M - $5.04M
601K $35.1M
VZ
Verizon Communications Inc

Communication Services
13.7K
+ 4.23%
$37.81 - $46.49 $520K - $639K
339K $15.4M
DUHP
Dimensional ETF Tr Dimensional

ETFs
85.5K
+ 11.22%
$32.57 - $35.82 $2.78M - $3.06M
848K $28.1M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
102K
+ 44.23%
$25.58 - $29.24 $2.62M - $2.99M
334K $8.74M
AMGN
Amgen Inc

Healthcare
1.72K
+ 4.91%
$258.59 - $327.36 $445K - $563K
36.8K $11.5M
COST
Costco Wholesale Corp

Consumer Defensive
703
+ 1.33%
$890.62 - $1076.86 $626K - $757K
53.4K $50.5M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
47.7K
+ 89.28%
$42.18 - $45.16 $2.01M - $2.15M
101K $4.47M
AMT
American Tower Corp

Real Estate
4.28K
+ 12.37%
$173.46 - $217.6 $743K - $932K
38.9K $8.47M
DFIV
Dimensional ETF Tr

ETFs
2.34K
+ 0.46%
$35.33 - $40.77 $82.7K - $95.5K
507K $19.9M
IDEV
Ishares Core Msci Intl Develop

ETFs
17.4K
+ 9.31%
$63.77 - $71.36 $1.11M - $1.24M
204K $14.1M
SBUX
Starbucks Corp

Consumer Cyclical
7.17K
+ 3.96%
$91.75 - $115.81 $658K - $830K
188K $18.5M
O
Realty Income Corp

Real Estate
11.9K
+ 4.42%
$51.67 - $58.49 $613K - $694K
280K $16.3M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
37.7K
+ 79.66%
$49.75 - $50.27 $1.88M - $1.9M
85K $4.25M
VGIT
Vanguard Intermediate Term Tre

ETFs
24.7K
+ 8.61%
$57.44 - $59.4 $1.42M - $1.47M
311K $18.5M
HDV
Ishares Core High Dividend ETF

ETFs
14.1K
+ 80.76%
$110.86 - $121.12 $1.57M - $1.71M
31.6K $3.83M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
103K
+ 6.78%
$28.22 - $30.06 $2.92M - $3.11M
1.63M $46.5M
STX
Seagate Technology Holdings PLC

Technology
21K
+ 363.35%
$84.92 - $108.42 $1.78M - $2.27M
26.8K $2.27M
CSCO
Cisco Systems, Inc.

Technology
6.99K
+ 1.34%
$58.74 - $64.87 $411K - $454K
527K $32.5M
WMB
Williams Companies, Inc.

Energy
25K
+ 63.13%
$54.02 - $61.09 $1.35M - $1.53M
64.6K $3.86M
MO
Altria Group, Inc.

Consumer Defensive
15.8K
+ 16.12%
$50.81 - $60.02 $802K - $948K
114K $6.83M
PLD
Prologis, Inc.

Real Estate
7.89K
+ 5.88%
$103.59 - $124.04 $817K - $979K
142K $15.9M
AVDV
American Centy ETF Tr Avantis

ETFs
17.5K
+ 18.94%
$63.74 - $71.96 $1.11M - $1.26M
110K $7.65M
MCK
Mckesson Corp

Healthcare
1.82K
+ 50.08%
$566.21 - $672.99 $1.03M - $1.22M
5.45K $3.66M
UITB
Usaa ETF Tr Core Intermediate

ETFs
22.8K
+ 4.41%
$45.41 - $47.18 $1.04M - $1.08M
540K $25.4M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
31K
+ 150.74%
$47.27 - $50.52 $1.47M - $1.57M
51.6K $2.52M
MA
Mastercard Inc

Financial Services
1.41K
+ 4.1%
$504.67 - $576.31 $714K - $815K
35.9K $19.7M
WFC
Wells Fargo & Company

Financial Services
17K
+ 10.01%
$66.78 - $81.42 $1.14M - $1.39M
187K $13.4M
HYDW
Dbx ETF Tr X Trackers Low Beta

ETFs
31.9K
+ 324.39%
$46.0 - $46.83 $1.47M - $1.49M
41.7K $1.93M
MCD
Mcdonalds Corp

Consumer Cyclical
1.45K
+ 3.25%
$279.74 - $321.29 $406K - $466K
46K $14.4M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
21.6K
+ 5.6%
$45.92 - $47.58 $994K - $1.03M
408K $19.4M
FNDX
Schwab Fundamental U S Large C

ETFs
60.5K
+ 64.57%
$23.03 - $25.01 $1.39M - $1.51M
154K $3.64M
CTAS
Cintas Corp

Industrials
6.25K
+ 107.67%
$182.09 - $208.14 $1.14M - $1.3M
12K $2.48M
GILD
Gilead Sciences, Inc.

Healthcare
6.04K
+ 16.8%
$89.14 - $117.41 $538K - $709K
42K $4.71M
NEE
Nextera Energy Inc

Utilities
23.5K
+ 6.42%
$66.96 - $76.16 $1.57M - $1.79M
390K $27.6M
VGLT
Vanguard Long Term Treasury Et

ETFs
12.5K
+ 4.33%
$53.99 - $58.43 $673K - $729K
300K $17.3M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
46.4K
+ 16.84%
$25.35 - $27.46 $1.18M - $1.27M
322K $8.52M
SYK
Stryker Corp

Healthcare
744
+ 0.89%
$355.18 - $399.9 $264K - $298K
84.4K $31.4M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
42.9K
+ 3.55%
$26.64 - $27.14 $1.14M - $1.16M
1.25M $33.5M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
19.1K
+ 10.31%
$48.43 - $49.9 $925K - $953K
204K $10.2M
F
Ford Motor CO

Consumer Cyclical
117K
+ 71.31%
$9.12 - $10.43 $1.07M - $1.23M
282K $2.83M
DFSD
Dimensional ETF Tr Short Durat

ETFs
20.4K
+ 7.73%
$46.74 - $47.55 $951K - $968K
284K $13.5M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
18.8K
+ 151.8%
$55.47 - $61.45 $1.04M - $1.15M
31.1K $1.84M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
28.6K
+ 6.83%
$44.81 - $46.22 $1.28M - $1.32M
447K $20.1M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
24.8K
+ 97.1%
$39.61 - $42.65 $981K - $1.06M
50.2K $2.05M
Activity Summary
Buys All Purchases 2143 New Holdings 301 Increased Positions 1842 Sells All Sells 1090 Reductions 1084 Sold out 6 Options Calls 1 Puts 5
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