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
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
140
+ 9.82%
$26.24 - $38.48 $3.67K - $5.39K
1.57K $45K
GMED
Globus Medical Inc

Healthcare
80
+ 5.87%
$69.68 - $93.32 $5.57K - $7.47K
1.44K $105K
KRG
Kite Realty Group Trust

Real Estate
120
+ 3.34%
$21.24 - $25.05 $2.55K - $3.01K
3.71K $83K
SHAK
Shake Shack Inc.

Consumer Cyclical
10
+ 4.81%
$82.77 - $133.38 $828 - $1.33K
218 $19K
SCVL
Shoe Carnival Inc

Consumer Cyclical
15
+ 2.43%
$21.24 - $32.31 $319 - $485
633 $13K
VTHR
Vanguard Russell 3000 ETF

ETFs
2
+ 0.34%
$243.2 - $272.04 $486 - $544
584 $144K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
219
+ 2.3%
$18.61 - $21.28 $4.08K - $4.66K
9.74K $184K
DSGX
Descartes Systems Group Inc

Technology
3
+ 0.47%
$96.4 - $122.5 $289 - $368
642 $64K
EMBC
Embecta Corp.

Healthcare
10
+ 1.02%
$12.28 - $20.93 $123 - $209
987 $12K
SSO
Proshares Ultra S&P 500

ETFs
39
+ 3.28%
$80.57 - $100.21 $3.14K - $3.91K
1.23K $101K
ARKQ
Ark Autonomous Technology & Ro

ETFs
170
+ 9.07%
$65.76 - $84.94 $11.2K - $14.4K
2.05K $135K
BILL
Bill.Com Holdings, Inc.

Technology
181
+ 41.04%
$43.59 - $97.07 $7.89K - $17.6K
622 $28K
CBT
Cabot Corp

Basic Materials
4
+ 0.36%
$81.12 - $92.51 $324 - $370
1.11K $92K
MTZ
Mastec Inc

Industrials
23
+ 3.86%
$108.66 - $160.79 $2.5K - $3.7K
619 $72K
NTRA
Natera, Inc.

Healthcare
66
+ 6.26%
$132.63 - $177.0 $8.75K - $11.7K
1.12K $158K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
32
+ 0.3%
$12.94 - $14.29 $414 - $457
10.7K $140K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
9
+ 0.28%
$52.53 - $58.51 $473 - $527
3.23K $172K
DKNG
Draft Kings Inc.

Consumer Cyclical
155
+ 4.24%
$33.21 - $53.49 $5.15K - $8.29K
3.81K $126K
FRPT
Freshpet, Inc.

Consumer Defensive
33
+ 16.67%
$83.17 - $162.59 $2.74K - $5.37K
231 $19K
HUBS
Hubspot Inc

Technology
15
+ 10.07%
$571.29 - $819.71 $8.57K - $12.3K
164 $93K
ONL
Orion Office Reit Inc.

Real Estate
945
+ 12.49%
$2.14 - $4.15 $2.02K - $3.92K
8.51K $18K
PRK
Park National Corp

Financial Services
19
+ 2.84%
$151.4 - $174.01 $2.88K - $3.31K
687 $104K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
11
+ 0.78%
$141.31 - $175.89 $1.55K - $1.93K
1.43K $205K
RGA
Reinsurance Group Of America Inc

Financial Services
6
+ 0.96%
$186.01 - $231.1 $1.12K - $1.39K
629 $123K
AYI
Acuity Brands Inc

Industrials
7
+ 1.56%
$257.8 - $337.07 $1.8K - $2.36K
455 $119K
BRCC
Brc Inc.

Consumer Defensive
214
+ 1.93%
$1.94 - $3.19 $415 - $683
11.3K $23K
HOG
Harley Davidson, Inc.

Consumer Cyclical
283
+ 7.95%
$24.13 - $30.02 $6.83K - $8.5K
3.84K $96K
INTA
Intapp, Inc.

Technology
26
+ 1.23%
$57.21 - $74.1 $1.49K - $1.93K
2.14K $124K
IWS
Ishares Russell Midcap Value E

ETFs
3
+ 0.09%
$122.59 - $135.24 $368 - $406
3.24K $408K
QLD
Proshares Ultra Qqq

ETFs
98
+ 9.43%
$88.88 - $119.12 $8.71K - $11.7K
1.14K $101K
ZG
Zillow Group, Inc.

Communication Services
26
+ 0.84%
$66.41 - $85.29 $1.73K - $2.22K
3.14K $209K
ROAD
Construction Partners, Inc.

Industrials
112
+ 9.12%
$67.61 - $93.18 $7.57K - $10.4K
1.34K $96K
FRT
Federal Realty Investment Trust

Real Estate
170
+ 8.32%
$94.7 - $111.82 $16.1K - $19K
2.21K $216K
QUIK
Quicklogic Corp

Technology
23
+ 1.15%
$5.11 - $12.0 $118 - $276
2.02K $10K
HCC
Warrior Met Coal, Inc.

Basic Materials
18
+ 0.92%
$46.21 - $57.16 $832 - $1.03K
1.96K $93K
CLSK
Cleanspark, Inc.

Technology
325
+ 5.34%
$6.72 - $12.03 $2.18K - $3.91K
6.41K $43K
EVR
Evercore Inc.

Financial Services
20
+ 8.97%
$190.28 - $291.27 $3.81K - $5.83K
243 $48K
GDDY
Go Daddy Inc.

Technology
73
+ 4.86%
$172.13 - $214.35 $12.6K - $15.6K
1.58K $283K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
753
+ 19.13%
$18.53 - $29.07 $14K - $21.9K
4.69K $88K
FNX
First Tr Mid Cap Core Alphadex

ETFs
1
+ 0.05%
$105.28 - $121.93 $105 - $122
2.08K $226K
MTH
Meritage Homes Corp

Consumer Cyclical
42
+ 19.72%
$69.41 - $152.01 $2.92K - $6.38K
255 $18K
VST
Vistra Corp.

Utilities
130
+ 9.02%
$108.49 - $191.89 $14.1K - $24.9K
1.57K $184K
AA
Alcoa Corp

Basic Materials
107
+ 4.34%
$30.5 - $39.53 $3.26K - $4.23K
2.58K $78K
FQAL
Fidelity Covington Tr Quality

ETFs
509
+ 1.35%
$63.12 - $69.13 $32.1K - $35.2K
38.2K $2.45M
PARR
Par Pacific Holdings, Inc.

Energy
199
+ 2.44%
$12.4 - $18.4 $2.47K - $3.66K
8.34K $118K
TCBK
Trico Bancshares

Financial Services
357
+ 4.5%
$39.87 - $45.12 $14.2K - $16.1K
8.29K $331K
RVT
Royce Value Trust, Inc.

Financial Services
68
+ 0.63%
$14.07 - $16.68 $957 - $1.13K
10.9K $155K
STGW
Stagwell Inc

Communication Services
55
+ 0.18%
$5.93 - $6.75 $326 - $371
30.1K $181K
EXAS
Exact Sciences Corp

Healthcare
373
+ 14.27%
$43.04 - $58.51 $16.1K - $21.8K
2.99K $129K
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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