Allworth Financial LP Incresed Positions in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
47.4K
+ 14.22%
$96.64 - $101.23 $4.58M - $4.8M
381K $36.9M
WFC
Wells Fargo & Company

Financial Services
13.4K
+ 8.54%
$54.98 - $77.35 $736K - $1.04M
170K $11.9M
IAU
Ishares Gold Trust

ETFs
61.3K
+ 29.84%
$48.37 - $52.65 $2.97M - $3.23M
267K $13.2M
VFH
Vanguard Financial ETF

ETFs
25.3K
+ 1638.33%
$108.87 - $126.2 $2.75M - $3.19M
26.8K $3.16M
VOOV
Vanguard S&P 500 Value ETF

ETFs
16.2K
+ 580.51%
$184.21 - $199.29 $2.99M - $3.23M
19K $3.51M
AGNC
Agnc Investment Corp.

Real Estate
312K
+ 5488.04%
$9.21 - $10.59 $2.87M - $3.3M
318K $2.93M
WEC
Wec Energy Group, Inc.

Utilities
30.3K
+ 534.32%
$92.94 - $101.82 $2.81M - $3.08M
35.9K $3.38M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
49K
+ 216.52%
$60.13 - $67.31 $2.95M - $3.3M
71.7K $4.35M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
58.3K
+ 499.15%
$46.46 - $51.66 $2.71M - $3.01M
70K $3.37M
DFSV
Dimensional ETF Tr Dimensional

ETFs
89.4K
+ 37.36%
$30.18 - $33.87 $2.7M - $3.03M
329K $10.1M
MO
Altria Group, Inc.

Consumer Defensive
46.7K
+ 90.99%
$49.06 - $57.74 $2.29M - $2.69M
98K $5.12M
ENB
Enbridge Inc

Energy
58.3K
+ 516.13%
$40.4 - $43.92 $2.36M - $2.56M
69.6K $2.95M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
9.89K
+ 48.09%
$172.07 - $207.36 $1.7M - $2.05M
30.5K $6.02M
PFF
Ishares Trust Ishares Pfd And

ETFs
78.8K
+ 330.2%
$31.23 - $33.51 $2.46M - $2.64M
103K $3.23M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
100K
+ 73.0%
$23.88 - $24.32 $2.39M - $2.43M
237K $5.68M
IWM
Ishares Russell 2000 ETF

ETFs
10.4K
+ 28.21%
$216.13 - $242.4 $2.25M - $2.52M
47.3K $10.5M
UITB
Usaa ETF Tr Core Intermediate

ETFs
68.9K
+ 15.37%
$45.83 - $48.07 $3.16M - $3.31M
517K $23.8M
MA
Mastercard Inc

Financial Services
2.16K
+ 6.68%
$491.3 - $536.15 $1.06M - $1.16M
34.5K $18.2M
BX
Blackstone Inc.

Financial Services
9.38K
+ 34.61%
$148.45 - $199.05 $1.39M - $1.87M
36.5K $6.29M
OTIS
Otis Worldwide Corp

Industrials
23.7K
+ 529.17%
$92.57 - $106.01 $2.19M - $2.51M
28.1K $2.6M
MCD
Mcdonalds Corp

Consumer Cyclical
9.16K
+ 25.89%
$288.47 - $316.54 $2.64M - $2.9M
44.6K $12.9M
SCHV
Schwab Strategic Tr Us Large C

ETFs
136K
+ 520.43%
$25.79 - $80.4 $3.5M - $10.9M
162K $4.22M
LLY
Eli Lilly & CO

Healthcare
4.3K
+ 40.4%
$727.2 - $932.06 $3.13M - $4.01M
15K $11.5M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
88.6K
+ 38.34%
N/A
320K $7.59M
AEE
Ameren Corp

Utilities
23.1K
+ 380.06%
$85.81 - $94.98 $1.98M - $2.19M
29.2K $2.6M
PEP
Pepsico Inc

Consumer Defensive
19K
+ 39.8%
$151.29 - $176.1 $2.88M - $3.35M
66.8K $10.2M
PG
Procter & Gamble CO

Consumer Defensive
20.9K
+ 7.58%
$161.05 - $179.7 $3.37M - $3.76M
297K $49.8M
VB
Vanguard Small Cap ETF

ETFs
7.83K
+ 21.29%
$233.76 - $261.58 $1.83M - $2.05M
44.6K $10.7M
FNDX
Schwab Fundamental U S Large C

ETFs
90K
+ 2488.83%
$23.49 - $71.77 $2.11M - $6.46M
93.6K $2.22M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
84K
+ 22521.18%
$23.11 - $25.17 $1.94M - $2.11M
84.4K $1.95M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
21.7K
+ 13.99%
$91.29 - $91.8 $1.98M - $1.99M
177K $16.1M
NEE
Nextera Energy Inc

Utilities
77.6K
+ 26.89%
$69.77 - $85.43 $5.42M - $6.63M
366K $26.3M
ICSH
Blackrock Ultra Short Term Bon

ETFs
36.8K
+ 33.49%
$50.35 - $50.69 $1.86M - $1.87M
147K $7.41M
ISRG
Intuitive Surgical Inc

Healthcare
3K
+ 35.84%
$471.27 - $550.62 $1.41M - $1.65M
11.4K $5.93M
IEMG
Ishares Inc

ETFs
33.5K
+ 21.87%
N/A
186K $10M
IWB
Ishares Tr Russell 1000 ETF

ETFs
5.3K
+ 60.46%
$311.11 - $335.64 $1.65M - $1.78M
14.1K $4.53M
NOW
Service Now, Inc.

Technology
1.5K
+ 134.77%
$867.18 - $1148.42 $1.3M - $1.72M
2.61K $2.77M
FDVV
Fidelity High Dividend ETF

ETFs
41.4K
+ 8.83%
$49.66 - $52.63 $2.06M - $2.18M
510K $25.5M
ADP
Automatic Data Processing Inc

Industrials
204
+ 0.2%
$280.08 - $307.97 $57.1K - $62.8K
105K $30.7M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
17.9K
+ 8.45%
$100.16 - $100.7 $1.79M - $1.8M
229K $23M
PLTR
Palantir Technologies Inc.

Technology
9.99K
+ 40.64%
$36.46 - $82.38 $364K - $823K
34.6K $2.62M
CRM
Salesforce, Inc.

Technology
1.15K
+ 5.32%
$270.87 - $367.87 $312K - $424K
22.8K $7.63M
MS
Morgan Stanley

Financial Services
10.5K
+ 60.01%
$104.42 - $134.99 $1.1M - $1.42M
28K $3.52M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
76.1K
+ 122.95%
$22.65 - $23.8 $1.72M - $1.81M
138K $3.14M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
174K
+ 304.12%
$27.54 - $83.04 $4.79M - $14.4M
231K $6.41M
IGV
Ishares Expanded Tech Software

ETFs
16.3K
+ 1222.33%
$87.5 - $110.17 $1.42M - $1.79M
17.6K $1.76M
PNC
Pnc Financial Services Group, Inc.

Financial Services
7.91K
+ 55.79%
$178.39 - $215.0 $1.41M - $1.7M
22.1K $4.26M
BAC
Bank Of America Corp

Financial Services
9.54K
+ 3.59%
$39.22 - $47.77 $374K - $455K
275K $12.1M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
59.2K
+ 22.69%
$25.0 - $25.11 $1.48M - $1.49M
320K $8.02M
Activity Summary
Buys All Purchases 2174 New Holdings 382 Increased Positions 1792 Sells All Sells 942 Reductions 942 Sold out 0 Options Calls 2 Puts 1
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