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
Innovator Etfs Trust
46.5K
+ 38.67%
N/A
167K $0
Innovator Etfs Trust
209K
+ 10413.87%
N/A
211K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
127K
+ 36.4%
N/A
476K $0
Innovex International Inc
120
+ 117.65%
N/A
222 $0
ITGR
Integer Holdings Corp

Healthcare
4
+ 16.67%
$115.16 - $144.36 $461 - $577
28 $3K
IMXI
International Money Express, Inc.

Technology
11
+ 52.38%
$12.62 - $21.21 $139 - $233
32 $0
Intuitive Machines Inc
2.51K
+ 8370.0%
N/A
2.54K $0
VCV
Invesco California Value Municipal Income Trust

Financial Services
1
+ 0.15%
$10.54 - $11.28 $10.5 - $11.3
684 $7K
PFM
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.08%
$44.92 - $48.18 $89.8 - $96.4
2.6K $119K
RTM
Invesco S&P 500 Equal Weight M

ETFs
2
+ 0.05%
N/A
4.05K $0
IVR
Invesco Mortgage Capital Inc.

Real Estate
80
+ 500.0%
$7.6 - $8.96 $608 - $717
96 $0
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
1
+ 0.76%
$9.88 - $10.25 $9.88 - $10.3
132 $1K
Ishares Bitcoin Trust ETF
3.6K
+ 14.15%
N/A
29.1K $0
Ishares Ethereum Tr
602
+ 25.26%
N/A
2.99K $0
ITRI
Itron, Inc.

Technology
14
+ 3.41%
$92.6 - $110.29 $1.3K - $1.54K
425 $44K
JJSF
J&J Snack Foods Corp

Consumer Defensive
3
+ 300.0%
$122.15 - $153.79 $366 - $461
4 $0
VNLA
Janus Henderson Short Duration

ETFs
1
+ 0.16%
$48.89 - $49.21 $48.9 - $49.2
636 $31K
JBT
John Bean Technologies Corp

Industrials
3
+ 1.22%
$121.81 - $131.22 $365 - $394
249 $31K
JELD
Jeld Wen Holding, Inc.

Industrials
126
+ 2520.0%
$5.46 - $9.88 $688 - $1.24K
131 $0
FROG
J Frog LTD

Technology
4
+ 5.33%
$30.59 - $42.03 $122 - $168
79 $2K
Knife River Corp
60
+ 28.57%
N/A
270 $0
Kodiak Gas Svcs Inc
30
+ 375.0%
N/A
38 $0
KOP
Koppers Holdings Inc.

Basic Materials
7
+ 5.69%
$27.81 - $32.34 $195 - $226
130 $3K
KOS
Kosmos Energy Ltd.

Energy
340
+ 92.14%
$2.12 - $3.9 $721 - $1.33K
709 $1K
KVLE
Kraneshares Kfa Val Line Dyna

ETFs
40
+ 5.23%
$24.35 - $26.26 $974 - $1.05K
805 $19K
KYMR
Kymera Therapeutics, Inc.

Healthcare
23
+ 79.31%
$27.37 - $44.36 $630 - $1.02K
52 $1K
Labcorp Holdings Inc
7
+ 1.11%
N/A
638 $0
Lam Research Corp
28.3K
+ 63.27%
N/A
73.1K $0
LAMR
Lamar Advertising CO

Real Estate
70
+ 7.2%
$110.65 - $132.9 $7.75K - $9.3K
1.04K $118K
Lazard Inc
175
+ 4375.0%
N/A
179 $0
LMND
Lemonade, Inc.

Financial Services
2
+ 4.08%
$30.77 - $38.56 $61.5 - $77.1
51 $1K
DRS
Leonardo Drs, Inc.
78
+ 200.0%
N/A
117 $0
Liberty Media Corp Del
77
+ 36.67%
N/A
287 $0
LMB
Limbach Holdings, Inc.

Industrials
2
+ 66.67%
$68.92 - $104.65 $138 - $209
5 $0
Linde PLC
1.98K
+ 22.43%
N/A
10.8K $0
LGFB
Lions Gate Entmt Corp Cl B Non
99
+ 84.62%
N/A
216 $0
LIVN
Liva Nova PLC

Healthcare
2
+ 50.0%
$37.02 - $50.73 $74 - $101
6 $0
LOB
Live Oak Bancshares, Inc.

Financial Services
5
+ 62.5%
$26.57 - $41.33 $133 - $207
13 $0
Loar Holdings Inc
15
+ 166.67%
N/A
24 $0
LPX
Louisiana Pacific Corp

Industrials
7
+ 33.33%
$89.37 - $118.15 $626 - $827
28 $2K
LOVE
Lovesac CO

Consumer Cyclical
15
+ 187.5%
$15.5 - $27.15 $233 - $407
23 $0
BOWL
Bowlero Corp.

Communication Services
29
+ 29.0%
$10.13 - $10.58 $294 - $307
129 $1K
Madison Square Garden Entmt
4
+ 1.54%
N/A
263 $0
MARPS
Marine Petroleum Trust

Energy
10
+ 2.11%
$3.77 - $4.68 $37.7 - $46.8
484 $1K
Masterbrand Inc
49
+ 14.5%
N/A
387 $0
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
80
+ 103.9%
$5.27 - $6.27 $422 - $502
157 $0
MLKN
Millerknoll, Inc.

Consumer Cyclical
14
+ 30.43%
$18.34 - $23.29 $257 - $326
60 $1K
Mineralys Therapeutics Inc
62
+ 221.43%
N/A
90 $0
MOGA
Moog Inc Cla
24
+ 13.64%
N/A
200 $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
Track This Portfolio

Track Allworth Financial LP Portfolio

Follow Allworth Financial LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email