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
PFN
Pimco Income Strategy Fund Ii

Financial Services
3.54K
+ 179.64%
$6.87 - $7.56 $24.3K - $26.8K
5.51K $40K
AOS
Smith A O Corp

Industrials
399
+ 133.44%
$59.63 - $70.52 $23.8K - $28.1K
698 $45K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
1.18K
+ 676.44%
$20.6 - $29.93 $24.2K - $35.2K
1.35K $30K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
155
+ 82.89%
$97.32 - $136.25 $15.1K - $21.1K
342 $43K
CSQ
Calamos Strategic Total Return Fund

Financial Services
736
+ 13.38%
$13.86 - $18.24 $10.2K - $13.4K
6.24K $113K
CE
Celanese Corp

Basic Materials
472
+ 83.54%
$37.49 - $59.36 $17.7K - $28K
1.04K $57K
LEU
Centrus Energy Corp

Energy
20
+ 11.49%
$54.43 - $208.81 $1.09K - $4.18K
194 $35K
RECS
Columbia ETF Tr I

ETFs
544
+ 38.39%
$29.4 - $36.79 $16K - $20K
1.96K $72K
DPZ
Dominos Pizza Inc

Consumer Cyclical
57
+ 32.76%
$430.72 - $497.52 $24.6K - $28.4K
231 $104K
FFIV
F5, Inc.

Technology
50
+ 13.74%
$239.25 - $295.9 $12K - $14.8K
414 $121K
THRM
Gentherm Inc

Consumer Cyclical
885
+ 1609.09%
$23.32 - $28.7 $20.6K - $25.4K
940 $26K
ICFI
Icf International, Inc.

Industrials
298
+ 451.52%
$78.62 - $88.51 $23.4K - $26.4K
364 $30K
PKI
Perkinelmer Inc

Healthcare
206
+ 17.9%
N/A
1.36K $164K
SPSB
Spdr Portfolio Short Term Corp

ETFs
826
+ 65.24%
$29.82 - $30.19 $24.6K - $24.9K
2.09K $63K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
400
+ 1428.57%
N/A
428 $26K
ALLY
Ally Financial Inc.

Financial Services
597
+ 385.16%
$30.09 - $38.95 $18K - $23.3K
752 $29K
CBOE
Cboe Global Markets, Inc.

Financial Services
94
+ 34.56%
$205.81 - $234.23 $19.3K - $22K
366 $85K
CLPT
Clear Point Neuro, Inc.

Healthcare
2K
+ 3076.92%
$10.51 - $14.71 $21K - $29.4K
2.07K $24K
CPNG
Coupang, Inc.

Consumer Cyclical
254
+ 12.03%
$19.76 - $30.81 $5.02K - $7.83K
2.37K $70K
CROX
Crocs, Inc.

Consumer Cyclical
245
+ 120.69%
$88.67 - $120.26 $21.7K - $29.5K
448 $45K
APPS
Digital Turbine, Inc.

Technology
3.98K
+ 2824.82%
$2.2 - $7.54 $8.76K - $30K
4.12K $24K
INDA
Ishares Msci India Index Fund

ETFs
300
+ 19.13%
$49.13 - $55.86 $14.7K - $16.8K
1.87K $104K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
475
+ 121.79%
$36.01 - $45.69 $17.1K - $21.7K
865 $39K
TRP
Tc Energy Corp

Energy
445
+ 31.72%
$44.48 - $51.4 $19.8K - $22.9K
1.85K $90K
WWD
Woodward, Inc.

Industrials
8
+ 2.26%
$157.29 - $247.55 $1.26K - $1.98K
362 $88K
GDDY
Go Daddy Inc.

Technology
126
+ 8.0%
$162.11 - $192.36 $20.4K - $24.2K
1.7K $306K
GRAB
Grab Holdings LTD

Technology
4.54K
+ 2390.0%
$3.48 - $5.25 $15.8K - $23.8K
4.73K $23K
IONS
Ionis Pharmaceuticals Inc

Healthcare
517
+ 231.84%
$25.51 - $40.0 $13.2K - $20.7K
740 $29K
EWG
Ishares Msci Germany ETF

ETFs
501
+ 146.92%
$33.22 - $42.57 $16.6K - $21.3K
842 $35K
BBUS
J P Morgan Exchg Traded Fd

ETFs
142
+ 20.88%
$89.63 - $111.92 $12.7K - $15.9K
822 $91K
JD
Jd.Com, Inc.

Consumer Cyclical
830
+ 158.4%
$31.44 - $41.32 $26.1K - $34.3K
1.35K $44K
NI
Nisource Inc.

Utilities
554
+ 17.72%
$37.11 - $40.64 $20.6K - $22.5K
3.68K $148K
OMF
One Main Holdings, Inc.

Financial Services
129
+ 6.53%
$40.42 - $57.0 $5.21K - $7.35K
2.11K $119K
PENN
Penn National Gaming Inc

Consumer Cyclical
582
+ 7.59%
$13.75 - $18.28 $8K - $10.6K
8.25K $147K
RJF
Raymond James Financial Inc

Financial Services
81
+ 10.87%
$123.65 - $153.88 $10K - $12.5K
826 $126K
ROL
Rollins Inc

Consumer Cyclical
308
+ 13.29%
$50.65 - $58.58 $15.6K - $18K
2.63K $148K
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
365
+ 18250.0%
$58.92 - $70.55 $21.5K - $25.8K
367 $23K
FOUR
Shift4 Payments, Inc.

Technology
226
+ 410.91%
$72.5 - $99.11 $16.4K - $22.4K
281 $27K
TDC
Teradata Corp

Technology
1.02K
+ 61.81%
$19.2 - $23.59 $19.5K - $23.9K
2.66K $59K
AVTR
Avantor, Inc.

Basic Materials
1.96K
+ 109.99%
$11.94 - $16.29 $23.4K - $31.9K
3.74K $50K
CM
Canadian Imperial Bank Of Commerce

Financial Services
73
+ 6.54%
$54.6 - $70.83 $3.99K - $5.17K
1.19K $84K
CBRE
Cbre Group, Inc.

Real Estate
103
+ 13.36%
$113.94 - $140.12 $11.7K - $14.4K
874 $122K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
40
+ 1.22%
$81.84 - $93.53 $3.27K - $3.74K
3.31K $306K
GTES
Gates Industrial Corp PLC

Industrials
630
+ 42.97%
$15.56 - $23.13 $9.8K - $14.6K
2.1K $48K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
449
+ 14.75%
$38.16 - $46.72 $17.1K - $21K
3.49K $154K
ONON
On Holding Ag

Consumer Cyclical
49
+ 2.07%
$37.65 - $60.68 $1.84K - $2.97K
2.41K $125K
ROST
Ross Stores, Inc.

Consumer Cyclical
175
+ 4.34%
$126.62 - $154.26 $22.2K - $27K
4.21K $537K
BWX
Spdr Bloomberg International T

ETFs
913
+ 681.34%
$21.87 - $23.49 $20K - $21.4K
1.05K $24K
TCOM
Trip.Com Group LTD

Consumer Cyclical
493
+ 32.41%
$52.21 - $67.1 $25.7K - $33.1K
2.01K $118K
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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