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
STRA
Strategic Education, Inc.

Consumer Defensive
14
+ 36.84%
$79.14 - $103.46 $1.11K - $1.45K
52 $4K
SLF
Sun Life Financial Inc

Financial Services
32
+ 7.79%
$54.05 - $59.19 $1.73K - $1.89K
443 $25K
SGRY
Surgery Partners, Inc.

Healthcare
3
+ 0.96%
$19.85 - $25.87 $59.6 - $77.6
315 $7K
TDS
Telephone & Data Systems Inc

Communication Services
14
+ 6.67%
$32.18 - $40.31 $451 - $564
224 $8K
TRUP
Trupanion, Inc.

Financial Services
27
+ 50.0%
$32.4 - $49.87 $875 - $1.35K
81 $3K
UI
Ubiquiti Inc.

Technology
9
+ 11.11%
$300.93 - $431.11 $2.71K - $3.88K
90 $27K
UCTT
Ultra Clean Holdings, Inc.

Technology
188
+ 91.26%
$21.41 - $39.15 $4.03K - $7.36K
394 $8K
UGP
Ultrapar Holdings Inc

Energy
389
+ 189.76%
$2.56 - $3.2 $996 - $1.24K
594 $1K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
18
+ 17.48%
N/A
121 $6K
UTHR
United Therapeutics Corp

Healthcare
22
+ 18.03%
$304.42 - $380.78 $6.7K - $8.38K
144 $44K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
5
+ 2.31%
$69.87 - $75.62 $349 - $378
221 $16K
VRNS
Varonis Systems Inc

Technology
7
+ 31.82%
$39.16 - $46.84 $274 - $328
29 $1K
VCYT
Veracyte, Inc.

Healthcare
37
+ 112.12%
$29.65 - $46.14 $1.1K - $1.71K
70 $2K
VRRM
Verra Mobility Corp

Industrials
35
+ 21.21%
$19.76 - $26.87 $692 - $940
200 $4K
VSEC
Vse Corp

Industrials
2
+ 5.71%
$90.47 - $125.62 $181 - $251
37 $4K
WRBY
Warby Parker Inc.

Healthcare
42
+ 247.06%
$17.82 - $28.42 $748 - $1.19K
59 $1K
WMG
Warner Music Group Corp.

Communication Services
6
+ 9.84%
$29.3 - $36.3 $176 - $218
67 $2K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
10
+ 2.07%
$106.46 - $114.75 $1.06K - $1.15K
494 $54K
WRLD
World Acceptance Corp

Financial Services
3
+ 50.0%
$109.64 - $152.25 $329 - $457
9 $1K
INT
World Fuel Services Corp

Energy
57
+ 4.26%
N/A
1.4K $30K
XP
Xp Inc.

Financial Services
39
+ 29.77%
$11.05 - $15.69 $431 - $612
170 $2K
XPEL
Xpel, Inc.

Consumer Cyclical
26
+ 216.67%
$29.38 - $44.62 $764 - $1.16K
38 $1K
YORW
York Water CO

Utilities
8
+ 9.3%
$30.03 - $35.0 $240 - $280
94 $3K
THW
Tekla World Healthcare Fund

Financial Services
9
+ 64.29%
$11.09 - $12.2 $99.8 - $110
23 $0
ACHC
Acadia Healthcare Company, Inc.

Healthcare
32
+ 22.54%
$28.17 - $45.41 $901 - $1.45K
174 $5K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
26
+ 13.4%
$16.61 - $20.29 $432 - $528
220 $3K
ACVA
Acv Auctions Inc.

Consumer Cyclical
22
+ 100.0%
$13.1 - $22.25 $288 - $490
44 $0
AHCO
Adapt Health Corp.

Healthcare
13
+ 5.7%
$8.45 - $11.38 $110 - $148
241 $2K
WMS
Advanced Drainage Systems, Inc.

Industrials
4
+ 10.53%
$105.29 - $126.99 $421 - $508
42 $4K
AEIS
Advanced Energy Industries Inc

Industrials
20
+ 21.51%
$94.8 - $131.54 $1.9K - $2.63K
113 $10K
Aegon LTD
702
+ 8.21%
N/A
9.25K $0
ALRM
Alarm.Com Holdings, Inc.

Technology
8
+ 133.33%
$55.65 - $63.82 $445 - $511
14 $0
ALX
Alexanders Inc

Real Estate
2
+ 16.67%
$185.64 - $219.2 $371 - $438
14 $2K
AOSL
Alpha & Omega Semiconductor LTD

Technology
40
+ 100.0%
$24.86 - $43.33 $994 - $1.73K
80 $1K
ALTO
Alto Ingredients, Inc.

Basic Materials
1
+ 33.33%
$1.14 - $1.87 $1.14 - $1.87
4 $0
Amalgamated Financial Corp
44
+ 209.52%
N/A
65 $0
AMBC
Ambac Financial Group Inc

Financial Services
10
+ 52.63%
$8.25 - $12.41 $82.5 - $124
29 $0
Amentum Holdings Inc
1.13K
+ 15.88%
N/A
8.27K $0
Amer Sports Inc
48
+ 282.35%
N/A
65 $0
America Movil Sab De Cv
366
+ 6.83%
N/A
5.73K $0
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
5
+ 5.38%
$4.07 - $5.99 $20.4 - $30
98 $0
American Centy ETF Tr
188
+ 56.29%
N/A
522 $0
American Healthcare Reit Inc
4.47K
+ 29.94%
N/A
19.4K $0
AMPL
Amplitude, Inc.

Technology
38
+ 115.15%
$10.19 - $14.44 $387 - $549
71 $0
Annaly Capital Management In
1.76K
+ 69.82%
N/A
4.27K $0
AIV
Apartment Investment & Management CO

Real Estate
4
+ 26.67%
$8.54 - $9.12 $34.2 - $36.5
19 $0
APG
A Pi Group Corp

Industrials
16
+ 7.14%
$35.67 - $40.88 $571 - $654
240 $8K
ARMK
Aramark

Industrials
31
+ 22.96%
$34.13 - $39.63 $1.06K - $1.23K
166 $5K
Arista Networks Inc
585
+ 5.69%
N/A
10.9K $0
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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