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
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
20.7K
+ 183.12%
$49.54 - $55.15 $1.02M - $1.14M
32K $1.61M
VEU
Vanguard Ftse All World Ex Us

ETFs
980
+ 0.34%
$56.51 - $62.98 $55.4K - $61.7K
285K $17.3M
OXY
Occidental Petroleum Corp

Energy
19.3K
+ 181.0%
$45.45 - $52.7 $878K - $1.02M
30K $1.48M
PEP
Pepsico Inc

Consumer Defensive
7.22K
+ 10.81%
$142.64 - $156.42 $1.03M - $1.13M
74K $11.1M
CME
Cme Group Inc.

Financial Services
26
+ 0.1%
$225.82 - $266.54 $5.87K - $6.93K
26.6K $7.07M
COP
Conocophillips

Energy
7.02K
+ 30.45%
$88.6 - $105.85 $622K - $743K
30.1K $3.16M
HYDB
Ishares Tr Edge High Yield Def

ETFs
18.3K
+ 424.62%
$46.82 - $47.8 $858K - $876K
22.6K $1.07M
ACN
Accenture PLC

Technology
4.48K
+ 32.59%
$300.91 - $398.25 $1.35M - $1.78M
18.2K $5.68M
DFIS
Dimensional ETF Tr Dimensional

ETFs
20.6K
+ 8.73%
$23.92 - $26.89 $494K - $555K
257K $6.64M
TPR
Tapestry, Inc.

Consumer Cyclical
11.7K
+ 689.03%
$65.63 - $89.21 $766K - $1.04M
13.4K $941K
EFV
Msci Eafe Value ETF

ETFs
76
+ 0.06%
$51.88 - $60.73 $3.94K - $4.62K
123K $7.26M
IWN
Ishares Russell2000 Val ETF

ETFs
10.3K
+ 17.62%
$149.27 - $169.4 $1.54M - $1.75M
69K $10.4M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.95K
+ 3.03%
$100.34 - $100.68 $698K - $700K
236K $23.8M
CVS
Cvs Health Corp

Healthcare
4.03K
+ 18.49%
$44.22 - $68.64 $178K - $277K
25.8K $1.75M
PRF
Invesco Exchange Traded Fd Tr

ETFs
18.4K
+ 5.38%
$39.4 - $42.61 $724K - $783K
360K $14.6M
OTIS
Otis Worldwide Corp

Industrials
4.23K
+ 15.05%
$90.77 - $104.01 $384K - $440K
32.4K $3.34M
INTC
Intel Corp

Technology
2.58K
+ 1.02%
$19.1 - $27.39 $49.3K - $70.7K
256K $5.82M
ELV
Elevance Health, Inc.

Healthcare
1.22K
+ 45.28%
$365.9 - $436.25 $445K - $531K
3.91K $1.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.4K
+ 3.44%
$18.36 - $20.51 $227K - $254K
372K $7.35M
FDL
First Tr Morningstar Dividend

ETFs
3.48K
+ 2.05%
$39.69 - $43.83 $138K - $153K
173K $7.52M
KHC
Kraft Heinz CO

Consumer Defensive
22.9K
+ 100.89%
$28.51 - $32.22 $653K - $739K
45.6K $1.39M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.93K
+ 4.83%
$68.32 - $75.06 $268K - $295K
85.3K $6.37M
EUSB
Ishares Tr Esg Advanced Total

Technology
11.4K
+ 5.47%
$42.05 - $43.43 $479K - $495K
220K $9.51M
SHEL
Shell PLC

Energy
4.91K
+ 16.92%
$62.84 - $73.29 $309K - $360K
33.9K $2.49M
WTRG
Essential Utilities, Inc.

Utilities
1.59K
+ 0.85%
$33.49 - $40.57 $53.2K - $64.5K
189K $7.46M
MMM
3 M CO

Industrials
197
+ 0.56%
$129.7 - $155.12 $25.6K - $30.6K
35.4K $5.2M
SLB
Schlumberger Limited

Energy
14.8K
+ 192.35%
$38.4 - $43.74 $570K - $649K
22.6K $942K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
19.1K
+ 59.06%
$34.28 - $36.12 $656K - $691K
51.6K $1.78M
XLRE
Select Sector Spdr Tr Real Est

ETFs
6.79K
+ 2.41%
$39.18 - $43.52 $266K - $296K
289K $12.1M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
19.8K
+ 4.94%
$24.6 - $24.99 $488K - $496K
421K $10.5M
EMN
Eastman Chemical CO

Basic Materials
13.1K
+ 7.47%
$87.05 - $103.47 $1.14M - $1.36M
188K $16.6M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
17.8K
+ 62.13%
$37.84 - $44.02 $675K - $785K
46.6K $1.79M
BMY
Bristol Myers Squibb CO

Healthcare
3.55K
+ 4.56%
$53.9 - $63.11 $191K - $224K
81.4K $4.96M
IVZ
Invesco Ltd.

Financial Services
38.9K
+ 300.58%
$14.82 - $19.34 $576K - $751K
51.8K $785K
FMB
First Tr Exchange Traded Fd Ii

ETFs
11.7K
+ 17.69%
$50.17 - $51.45 $586K - $601K
77.7K $3.92M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
118K
+ 4.71%
$11.22 - $11.8 $1.33M - $1.4M
2.63M $29.5M
SANM
Sanmina Corp

Technology
7.15K
+ 1906.93%
$73.38 - $90.52 $525K - $647K
7.53K $573K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
6.08K
+ 38.45%
$67.08 - $76.14 $408K - $463K
21.9K $1.61M
NOC
Northrop Grumman Corp

Industrials
668
+ 15.47%
$433.45 - $513.82 $290K - $343K
4.99K $2.55M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
20.5K
+ 64.61%
$23.28 - $23.95 $477K - $490K
52.2K $1.24M
HNNA
Hennessy Advisors Inc

Financial Services
54.5K
+ 202.53%
$9.96 - $12.86 $543K - $701K
81.4K $810K
UL
Unilever PLC

Consumer Defensive
283
+ 0.18%
$54.72 - $60.29 $15.5K - $17.1K
161K $9.62M
XLE
Energy Sector Spdr

ETFs
1.73K
+ 4.3%
$85.7 - $93.96 $148K - $162K
41.9K $3.92M
PGR
Progressive Corp

Financial Services
373
+ 4.46%
$235.61 - $291.22 $87.9K - $109K
8.73K $2.47M
FDVV
Fidelity High Dividend ETF

ETFs
12.8K
+ 2.5%
$48.86 - $52.28 $623K - $667K
523K $25.9M
PRU
Prudential Financial Inc

Financial Services
4.76K
+ 43.58%
$105.04 - $122.33 $500K - $582K
15.7K $1.75M
DE
Deere & CO

Industrials
326
+ 4.98%
$408.57 - $509.27 $133K - $166K
6.87K $3.23M
FANG
Diamondback Energy, Inc.

Energy
2.72K
+ 236.28%
$139.9 - $180.18 $381K - $490K
3.87K $619K
VONE
Vanguard Russell 1000 ETF

ETFs
2.69K
+ 13.73%
$250.16 - $278.79 $672K - $749K
22.3K $5.65M
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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