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
PUK
Prudential PLC

Financial Services
16
+ 3.02%
$14.54 - $21.92 $233 - $351
546 $11K
QLYS
Qualys, Inc.

Technology
35
+ 33.33%
$121.57 - $147.7 $4.25K - $5.17K
140 $17K
RDN
Radian Group Inc

Financial Services
83
+ 101.22%
$30.6 - $34.58 $2.54K - $2.87K
165 $5K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
100
+ 25.0%
$54.9 - $62.36 $5.49K - $6.24K
500 $27K
REVG
Rev Group, Inc.

Industrials
98
+ 204.17%
$27.3 - $35.58 $2.68K - $3.49K
146 $4K
ROKU
Roku, Inc

Communication Services
86
+ 13.56%
$67.36 - $99.07 $5.79K - $8.52K
720 $50K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
790
+ 5.95%
$26.53 - $29.63 $21K - $23.4K
14.1K $378K
SAIC
Science Applications International Corp

Technology
26
+ 44.83%
$95.77 - $119.82 $2.49K - $3.12K
84 $9K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
47
+ 31.13%
$54.94 - $69.15 $2.58K - $3.25K
198 $11K
SCCO
Southern Copper Corp

Basic Materials
24
+ 11.54%
$85.92 - $101.48 $2.06K - $2.44K
232 $21K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
78
+ 26.8%
$81.1 - $94.7 $6.33K - $7.39K
369 $29K
STT
State Street Corp

Financial Services
259
+ 11.5%
$84.47 - $102.23 $21.9K - $26.5K
2.51K $224K
SMMT
Summit Therapeutics Inc.

Healthcare
98
+ 26.49%
$16.65 - $23.76 $1.63K - $2.33K
468 $9K
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
226
+ 113.0%
$12.32 - $18.17 $2.78K - $4.11K
426 $5K
SNV
Synovus Financial Corp

Financial Services
156
+ 15.49%
$43.7 - $56.87 $6.82K - $8.87K
1.16K $54K
TMDX
Trans Medics Group, Inc.

Healthcare
34
+ 121.43%
$56.73 - $79.42 $1.93K - $2.7K
62 $4K
TRMB
Trimble Inc.

Technology
73
+ 17.59%
$65.52 - $77.49 $4.78K - $5.66K
488 $32K
TGI
Triumph Group Inc

Industrials
134
+ 638.1%
$18.35 - $25.5 $2.46K - $3.42K
155 $3K
UTZ
Utz Brands, Inc.

Consumer Defensive
214
+ 521.95%
$13.18 - $15.15 $2.82K - $3.24K
255 $3K
VAL
Valaris LTD

Energy
93
+ 60.78%
$32.85 - $49.52 $3.06K - $4.61K
246 $9K
VIAV
Viavi Solutions Inc.

Technology
94
+ 8.72%
$9.71 - $12.8 $913 - $1.2K
1.17K $13K
VCTR
Victory Capital Holdings, Inc.

Financial Services
49
+ 445.45%
$55.84 - $70.58 $2.74K - $3.46K
60 $3K
WTS
Watts Water Technologies Inc

Industrials
11
+ 5.64%
$195.28 - $224.67 $2.15K - $2.47K
206 $42K
WRN
Western Copper & Gold Corp

Basic Materials
1.6K
+ 21.33%
$0.99 - $1.21 $1.58K - $1.94K
9.1K $10K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
102
+ 88.7%
$27.8 - $39.18 $2.84K - $4K
217 $6K
CHX
Champion X Corp

Energy
47
+ 12.6%
$27.3 - $31.27 $1.28K - $1.47K
420 $12K
ADPT
Adaptive Biotechnologies Corp

Healthcare
26
+ 2.42%
$6.07 - $8.66 $158 - $225
1.1K $8K
ADNT
Adient PLC

Consumer Cyclical
206
+ 210.2%
$12.81 - $18.26 $2.64K - $3.76K
304 $3K
ADT
Adt Inc.

Industrials
226
+ 161.43%
$6.87 - $8.23 $1.55K - $1.86K
366 $2K
ALKT
Alkami Technology, Inc.

Technology
79
+ 415.79%
$23.76 - $37.53 $1.88K - $2.96K
98 $2K
AMH
American Homes 4 Rent

Real Estate
53
+ 18.79%
$34.43 - $37.81 $1.82K - $2K
335 $12K
AMWD
American Woodmark Corp

Consumer Cyclical
54
+ 135.0%
$57.97 - $82.5 $3.13K - $4.46K
94 $5K
ASAN
Asana, Inc.

Technology
167
+ 1113.33%
$12.64 - $24.28 $2.11K - $4.05K
182 $2K
ASGN
Asgn Inc

Technology
27
+ 540.0%
$63.02 - $93.96 $1.7K - $2.54K
32 $2K
BIDU
Baidu, Inc.

Communication Services
8
+ 10.0%
$77.43 - $102.51 $619 - $820
88 $8K
BCC
Boise Cascade CO

Basic Materials
26
+ 236.36%
$96.38 - $129.12 $2.51K - $3.36K
37 $3K
BRZE
Braze, Inc.

Technology
77
+ 1540.0%
$32.44 - $47.22 $2.5K - $3.64K
82 $2K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
14
+ 25.0%
$110.55 - $130.35 $1.55K - $1.82K
70 $8K
BRX
Brixmor Property Group Inc.

Real Estate
81
+ 23.68%
N/A
423 $9K
BNL
Broadstone Net Lease, Inc.

Real Estate
93
+ 9.74%
$15.2 - $17.25 $1.41K - $1.6K
1.05K $17K
BY
Byline Bancorp, Inc.

Financial Services
105
+ 99.06%
$25.9 - $30.22 $2.72K - $3.17K
211 $5K
CABO
Cable One, Inc.

Communication Services
15
+ 75.0%
$226.48 - $373.32 $3.4K - $5.6K
35 $9K
CENTA
Central Garden & Pet Company C

Consumer Defensive
68
+ 618.18%
$29.86 - $34.19 $2.03K - $2.32K
79 $2K
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
13
+ 10.92%
$48.93 - $66.35 $636 - $863
132 $7K
CCB
Coastal Financial Corp

Financial Services
13
+ 10.24%
$79.67 - $100.71 $1.04K - $1.31K
140 $12K
CRSR
Corsair Gaming, Inc.

Technology
109
+ 39.35%
$6.98 - $12.53 $761 - $1.37K
386 $3K
CPNG
Coupang, Inc.

Consumer Cyclical
108
+ 5.39%
$21.34 - $25.52 $2.3K - $2.76K
2.11K $46K
CROX
Crocs, Inc.

Consumer Cyclical
28
+ 16.0%
$88.83 - $112.59 $2.49K - $3.15K
203 $21K
CYTK
Cytokinetics Inc

Healthcare
68
+ 37.16%
$40.19 - $51.12 $2.73K - $3.48K
251 $10K
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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