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
GH
Guardant Health, Inc.

Healthcare
552
+ 358.44%
$37.05 - $52.04 $20.5K - $28.7K
706 $36K
FXI
Ishares Tr

ETFs
800
+ 1066.67%
$29.59 - $37.41 $23.7K - $29.9K
875 $32K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
200
+ 0.29%
$47.89 - $48.65 $9.58K - $9.73K
68.3K $3.32M
JHMM
John Hancock Multifactor Mid C

ETFs
7
+ 0.09%
$50.32 - $61.13 $352 - $428
7.68K $469K
NXST
Nexstar Media Group, Inc.

Communication Services
179
+ 617.24%
$144.68 - $181.86 $25.9K - $32.6K
208 $35K
ON
On Semiconductor Corp

Technology
151
+ 7.86%
$31.95 - $54.21 $4.82K - $8.19K
2.07K $108K
PLMR
Palomar Holdings, Inc.

Financial Services
197
+ 1970.0%
$129.99 - $175.67 $25.6K - $34.6K
207 $31K
RRC
Range Resources Corp

Energy
731
+ 196.51%
$32.1 - $43.23 $23.5K - $31.6K
1.1K $44K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
558
+ 265.71%
$28.15 - $47.93 $15.7K - $26.7K
768 $36K
TMUS
T Mobile Us, Inc.

Communication Services
810
+ 14.16%
$220.99 - $268.54 $179K - $218K
6.53K $1.56M
ENFR
Alerian Energy Infrastructure

ETFs
927
+ 370.8%
$28.49 - $33.44 $26.4K - $31K
1.18K $37K
CRL
Charles River Laboratories International, Inc.

Healthcare
190
+ 172.73%
$99.75 - $151.89 $19K - $28.9K
300 $45K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
751
+ 53.95%
$19.5 - $30.4 $14.6K - $22.8K
2.14K $62K
ING
Ing Groep Nv

Financial Services
681
+ 10.99%
$16.62 - $21.98 $11.3K - $15K
6.88K $150K
JNPR
Juniper Networks Inc

Technology
513
+ 21.73%
$33.93 - $39.93 $17.4K - $20.5K
2.87K $114K
POR
Portland General Electric CO

Utilities
776
+ 136.86%
$39.96 - $44.75 $31K - $34.7K
1.34K $54K
UNIT
Uniti Group Inc.

Real Estate
6.92K
+ 775.67%
$4.06 - $5.24 $28.1K - $36.3K
7.81K $33K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
340
+ 138.21%
$70.7 - $82.14 $24K - $27.9K
586 $48K
ZBRA
Zebra Technologies Corp

Technology
79
+ 41.15%
$213.54 - $309.26 $16.9K - $24.4K
271 $83K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
114
+ 0.83%
$60.29 - $71.77 $6.87K - $8.18K
13.9K $974K
CLSK
Cleanspark, Inc.

Technology
107
+ 1.67%
$6.74 - $11.03 $721 - $1.18K
6.51K $71K
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
987
+ 70.05%
$23.44 - $27.69 $23.1K - $27.3K
2.4K $65K
ERIE
Erie Indemnity CO

Financial Services
98
+ 119.51%
$340.45 - $423.93 $33.4K - $41.5K
180 $62K
FXH
First Tr Exchange Trd Fd Healt

ETFs
264
+ 15.57%
$93.63 - $103.68 $24.7K - $27.4K
1.96K $203K
TDIV
First Trust Nasdaq Technology

ETFs
232
+ 57.86%
$64.41 - $90.17 $14.9K - $20.9K
633 $57K
FOR
Forestar Group Inc.

Real Estate
1.38K
+ 3273.81%
$18.45 - $21.41 $25.4K - $29.4K
1.42K $28K
PKW
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.16%
$98.58 - $123.6 $394 - $494
2.44K $302K
EMB
Ishares Tr

ETFs
275
+ 23.58%
$86.54 - $92.62 $23.8K - $25.5K
1.44K $133K
MCHI
Ishares Msci China ETF

ETFs
500
+ 1086.96%
$45.22 - $55.86 $22.6K - $27.9K
546 $30K
LYV
Live Nation Entertainment, Inc.

Communication Services
147
+ 48.84%
$118.81 - $151.28 $17.5K - $22.2K
448 $67K
MASI
Masimo Corp

Healthcare
163
+ 72.77%
$144.4 - $171.97 $23.5K - $28K
387 $65K
SBAC
Sba Communications Corp

Real Estate
110
+ 67.9%
$208.57 - $243.4 $22.9K - $26.8K
272 $63K
SCHO
Schwab Short Term Us Treasury

ETFs
985
+ 0.82%
$24.19 - $24.45 $23.8K - $24.1K
122K $2.97M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
300
+ 62.11%
$72.32 - $86.4 $21.7K - $25.9K
783 $67K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
5K
+ 1689.19%
$5.25 - $5.92 $26.3K - $29.6K
5.3K $29K
LEG
Leggett & Platt Inc

Consumer Cyclical
466
+ 2.12%
$6.56 - $9.72 $3.06K - $4.53K
22.4K $200K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.88K
+ 17.28%
$10.79 - $14.14 $20.3K - $26.6K
12.8K $175K
NUE
Nucor Corp

Basic Materials
110
+ 7.55%
$103.22 - $131.43 $11.4K - $14.5K
1.57K $202K
OLP
One Liberty Properties Inc

Real Estate
1.14K
+ 1440.51%
$23.24 - $26.54 $26.4K - $30.2K
1.22K $29K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
2.61K
+ 1603.68%
$9.18 - $11.13 $24K - $29.1K
2.78K $28K
DGX
Quest Diagnostics Inc

Healthcare
201
+ 15.22%
N/A
1.52K $208K
WDS
Woodside Energy Group LTD

Energy
1.62K
+ 81.19%
$11.5 - $16.77 $18.6K - $27.2K
3.61K $55K
WF
Woori Financial Group Inc.

Financial Services
238
+ 25.51%
$30.46 - $49.73 $7.25K - $11.8K
1.17K $58K
RDY
Dr Reddys Laboratories LTD

Healthcare
1.32K
+ 37.76%
$12.36 - $16.17 $16.4K - $21.4K
4.83K $72K
ELS
Equity Lifestyle Properties Inc

Real Estate
443
+ 204.15%
$61.46 - $68.02 $27.2K - $30.1K
660 $40K
NTCT
Netscout Systems Inc

Technology
1.04K
+ 1857.14%
$19.23 - $25.14 $20K - $26.1K
1.1K $27K
NU
Nu Holdings Ltd.

Financial Services
1.6K
+ 166.6%
$9.6 - $13.72 $15.4K - $22K
2.56K $35K
NMAI
Nuveen Multi Asset Income Fund

ETFs
2.02K
+ 412.65%
$10.75 - $12.65 $21.7K - $25.6K
2.51K $31K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
2K
+ 1741.74%
$12.07 - $14.61 $24.2K - $29.3K
2.12K $27K
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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