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
ROP
Roper Technologies Inc

Industrials
53
+ 7.27%
$519.19 - $590.78 $27.5K - $31.3K
782 $443K
SEE
Sealed Air Corp

Consumer Cyclical
441
+ 383.48%
$23.93 - $32.95 $10.6K - $14.5K
556 $17K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
408
+ 5.09%
$28.21 - $28.85 $11.5K - $11.8K
8.42K $242K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
955
+ 53.11%
$12.23 - $15.46 $11.7K - $14.8K
2.75K $41K
WULF
Terawulf Inc.

Financial Services
279
+ 3.6%
$2.24 - $4.53 $625 - $1.26K
8.02K $35K
WLK
Westlake Corp

Basic Materials
487
+ 52.82%
$69.83 - $102.01 $34K - $49.7K
1.41K $106K
IHDG
Wisdomtree Tr

ETFs
73
+ 1.12%
$38.54 - $46.0 $2.81K - $3.36K
6.58K $296K
XPO
Xpo Logistics, Inc.

Industrials
11
+ 1.57%
$91.46 - $128.1 $1.01K - $1.41K
710 $89K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
63
+ 5.27%
$58.52 - $71.7 $3.69K - $4.52K
1.26K $86K
ATI
Allegheny Technologies Inc

Industrials
19
+ 5.67%
$41.97 - $86.8 $797 - $1.65K
354 $30K
ESLT
Elbit Systems LTD

Industrials
6
+ 3.7%
$364.73 - $454.9 $2.19K - $2.73K
168 $75K
ENR
Energizer Holdings, Inc.

Industrials
805
+ 226.12%
$19.83 - $29.97 $16K - $24.1K
1.16K $23K
FNB
Fnb Corp

Financial Services
426
+ 7.75%
$11.48 - $14.58 $4.89K - $6.21K
5.93K $86K
FCNCA
First Citizens Bancshares Inc

Financial Services
6
+ 35.29%
$1561.69 - $1966.55 $9.37K - $11.8K
23 $44K
GMS
Gms Inc.

Industrials
2
+ 0.56%
$66.73 - $108.75 $133 - $218
357 $38K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
66
+ 7.03%
$96.02 - $124.33 $6.34K - $8.21K
1.01K $115K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
249
+ 4.82%
$49.98 - $50.26 $12.4K - $12.5K
5.41K $271K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
149
+ 59.36%
$53.5 - $71.62 $7.97K - $10.7K
400 $28K
IRTC
I Rhythm Technologies, Inc.

Healthcare
3
+ 1.21%
$96.84 - $154.71 $291 - $464
250 $38K
IYF
Ishares Tr

ETFs
33
+ 3.11%
$99.23 - $120.99 $3.27K - $3.99K
1.1K $132K
MORN
Morningstar, Inc.

Financial Services
38
+ 32.48%
$255.31 - $313.93 $9.7K - $11.9K
155 $48K
NWL
Newell Brands Inc.

Consumer Defensive
2.49K
+ 444.72%
$4.48 - $6.27 $11.1K - $15.6K
3.05K $16K
PRK
Park National Corp

Financial Services
17
+ 2.47%
$141.75 - $170.63 $2.41K - $2.9K
704 $117K
PBF
Pbf Energy Inc.

Energy
411
+ 24.89%
$14.37 - $24.39 $5.91K - $10K
2.06K $44K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
1.01K
+ 7746.15%
$12.24 - $13.88 $12.3K - $14K
1.02K $13K
SMG
Scotts Miracle Gro CO

Basic Materials
145
+ 50.0%
$48.21 - $66.48 $6.99K - $9.64K
435 $28K
SPXC
Spx Corp

Industrials
20
+ 8.4%
$120.66 - $167.68 $2.41K - $3.35K
258 $43K
SXC
Sun Coke Energy, Inc.

Basic Materials
1.62K
+ 80.64%
$7.75 - $9.8 $12.6K - $15.9K
3.63K $31K
PCVX
Vaxcyte, Inc.

Healthcare
419
+ 581.94%
$28.04 - $37.2 $11.7K - $15.6K
491 $15K
AR
Antero Resources Corp

Energy
298
+ 45.02%
$31.92 - $43.78 $9.51K - $13K
960 $38K
ARKG
Ark Genomic Revolution ETF (De

ETFs
251
+ 14.29%
$18.34 - $24.56 $4.6K - $6.16K
2.01K $48K
ACLS
Axcelis Technologies Inc

Technology
31
+ 6.38%
$42.42 - $70.92 $1.32K - $2.2K
517 $36K
LPG
Dorian Lpg Ltd.

Energy
436
+ 90.46%
$17.34 - $25.75 $7.56K - $11.2K
918 $22K
FNX
First Tr Mid Cap Core Alphadex

ETFs
1
+ 0.05%
$94.92 - $114.85 $94.9 - $115
2.08K $238K
FCFS
First Cash Holdings, Inc.

Financial Services
35
+ 7.46%
$118.0 - $137.63 $4.13K - $4.82K
504 $68K
IRBO
Ishares Robotics & Artificial

ETFs
369
+ 19.24%
N/A
2.29K $73K
KSS
Kohls Corp

Consumer Cyclical
1.12K
+ 11.66%
$6.13 - $9.4 $6.85K - $10.5K
10.7K $90K
NOV
Nov Inc.

Energy
1.08K
+ 199.08%
$11.11 - $15.41 $12K - $16.6K
1.62K $20K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
67
+ 19.25%
$90.58 - $109.05 $6.07K - $7.31K
415 $45K
PTCT
Ptc Therapeutics, Inc.

Healthcare
245
+ 355.07%
$36.19 - $52.13 $8.87K - $12.8K
314 $15K
ASX
Ase Technology Holding Co., Ltd.

Technology
424
+ 9.9%
$7.42 - $10.65 $3.15K - $4.52K
4.71K $48K
BPMC
Blueprint Medicines Corp

Healthcare
74
+ 157.45%
$79.22 - $128.4 $5.86K - $9.5K
121 $15K
CUK
Carnival PLC

Consumer Cyclical
411
+ 345.38%
$14.76 - $25.51 $6.07K - $10.5K
530 $13K
CMS
Cms Energy Corp

Utilities
319
+ 16.86%
$68.57 - $75.51 $21.9K - $24.1K
2.21K $153K
DDS
Dillard'S, Inc.

Consumer Cyclical
18
+ 36.0%
$294.77 - $422.75 $5.31K - $7.61K
68 $28K
E
Eni Spa

Energy
219
+ 8.22%
$25.19 - $32.93 $5.52K - $7.21K
2.88K $93K
EXTR
Extreme Networks Inc

Technology
90
+ 4.56%
$10.84 - $17.97 $976 - $1.62K
2.06K $37K
FMX
Mexican Economic Development Inc

Consumer Defensive
87
+ 34.39%
$92.5 - $107.84 $8.05K - $9.38K
340 $35K
XT
Ishares Tr Exponential Technol

ETFs
1
+ 0.07%
$49.86 - $65.25 $49.9 - $65.3
1.42K $92K
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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