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
BAX
Baxter International Inc

Healthcare
349
+ 12.66%
$28.63 - $37.84 $9.99K - $13.2K
3.11K $90K
ING
Ing Groep Nv

Financial Services
108
+ 1.73%
$15.1 - $17.73 $1.63K - $1.91K
6.35K $99K
MFA
Mfa Financial, Inc.

Real Estate
109
+ 1.83%
$10.19 - $12.72 $1.11K - $1.39K
6.06K $61K
BLDR
Builders First Source, Inc.

Industrials
24
+ 6.63%
$142.93 - $198.25 $3.43K - $4.76K
386 $55K
BHP
Bhp Group LTD

Basic Materials
80
+ 5.29%
$48.78 - $62.43 $3.9K - $4.99K
1.59K $77K
EQC
Equity Commonwealth

Real Estate
52
+ 5.86%
$1.5 - $20.39 $78 - $1.06K
940 $1K
MDB
Mongo Db, Inc.

Technology
10
+ 1.75%
$232.81 - $350.13 $2.33K - $3.5K
580 $135K
VOD
Vodafone Group Public LTD CO

Communication Services
2.25K
+ 9.04%
$8.37 - $9.95 $18.8K - $22.3K
27.1K $230K
HCA
Hca Healthcare, Inc.

Healthcare
143
+ 24.2%
$297.52 - $415.61 $42.5K - $59.4K
734 $220K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2.79K
+ 7.34%
$20.55 - $23.26 $57.3K - $64.9K
40.8K $858K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
7.66K
+ 2.32%
$28.6 - $29.27 $219K - $224K
337K $9.67M
MRNA
Moderna, Inc.

Healthcare
281
+ 17.35%
$36.85 - $63.93 $10.4K - $18K
1.9K $79K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
69
+ 2.17%
$114.08 - $125.68 $7.87K - $8.67K
3.25K $372K
ASML
Asml Holding Nv

Technology
181
+ 16.32%
$658.43 - $872.27 $119K - $158K
1.29K $894K
FNDA
Schwab Fundamental U S Small C

ETFs
2.29K
+ 69.85%
$29.26 - $59.11 $66.9K - $135K
5.56K $165K
EXAS
Exact Sciences Corp

Healthcare
3
+ 0.11%
$49.33 - $71.97 $148 - $216
2.61K $146K
TECK
Teck Resources LTD

Basic Materials
12
+ 0.45%
$39.99 - $52.38 $480 - $629
2.65K $107K
PFG
Principal Financial Group Inc

Financial Services
397
+ 5.32%
$74.91 - $91.26 $29.7K - $36.2K
7.87K $608K
HPQ
Hp Inc

Technology
2.96K
+ 7.35%
$32.46 - $39.3 $96.1K - $116K
43.3K $1.41M
IQV
Iqvia Holdings Inc.

Healthcare
22
+ 2.35%
$190.97 - $236.63 $4.2K - $5.21K
960 $188K
LEG
Leggett & Platt Inc

Consumer Cyclical
603
+ 5.79%
$9.5 - $13.67 $5.73K - $8.24K
11K $105K
UNP
Union Pacific Corp

Industrials
3.89K
+ 7.67%
$223.15 - $249.32 $868K - $970K
54.6K $12.5M
MPWR
Monolithic Power Systems Inc

Technology
16
+ 11.51%
$560.06 - $942.58 $8.96K - $15.1K
155 $91K
XLB
Select Sector Spdr Fd Material

ETFs
74
+ 1.96%
$83.8 - $97.58 $6.2K - $7.22K
3.85K $323K
AWK
American Water Works Company, Inc.

Utilities
165
+ 5.46%
$123.83 - $146.07 $20.4K - $24.1K
3.19K $396K
AZN
Astrazeneca PLC

Healthcare
1.46K
+ 12.92%
$63.2 - $79.58 $92.3K - $116K
12.8K $836K
PPG
Ppg Industries Inc

Basic Materials
14
+ 0.39%
$119.09 - $131.37 $1.67K - $1.84K
3.6K $430K
MCHP
Microchip Technology Inc

Technology
1.28K
+ 24.51%
$55.51 - $79.05 $70.8K - $101K
6.48K $371K
SCHC
Schwab Strategic Tr Intl Small

ETFs
19
+ 0.17%
$33.93 - $38.37 $645 - $729
11.2K $386K
HAP
Vaneck ETF Tr Natural Resource

ETFs
103
+ 1.38%
$45.28 - $53.12 $4.66K - $5.47K
7.57K $345K
FSLR
First Solar, Inc.

Technology
1
+ 0.15%
$175.88 - $240.66 $176 - $241
686 $120K
XLU
Utilities Sector Spdr

ETFs
3.58K
+ 5.56%
$74.89 - $82.93 $268K - $297K
67.9K $5.14M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
4.45K
+ 6.44%
$33.39 - $37.66 $149K - $168K
73.6K $2.46M
EEM
Ishares Msci Emerging Markets

ETFs
1.31K
+ 4.53%
$41.82 - $47.36 $54.8K - $62.1K
30.2K $1.26M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
249
+ 35.12%
$701.85 - $1046.91 $175K - $261K
958 $682K
DHI
Horton D R Inc

Consumer Cyclical
82
+ 5.54%
$137.24 - $194.56 $11.3K - $16K
1.56K $218K
HIG
Hartford Financial Services Group, Inc.

Financial Services
21
+ 0.26%
$107.06 - $123.74 $2.25K - $2.6K
8.1K $886K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
92
+ 5.58%
$396.64 - $516.74 $36.5K - $47.5K
1.74K $701K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
64
+ 1.81%
$82.28 - $117.52 $5.27K - $7.52K
3.6K $304K
BOND
Pimco Active Bond Exchange Tra

ETFs
3.27K
+ 3.74%
$90.42 - $94.5 $295K - $309K
90.6K $8.19M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
799
+ 1.34%
$88.59 - $94.57 $70.8K - $75.6K
60.2K $5.35M
GIS
General Mills Inc

Consumer Defensive
1.52K
+ 8.51%
$62.78 - $74.62 $95.4K - $113K
19.4K $1.23M
CWT
California Water Service Group

Utilities
461
+ 3.86%
$45.33 - $54.6 $20.9K - $25.2K
12.4K $562K
NUSC
Nuveen Esg Small Cap ETF

ETFs
683
+ 0.52%
$41.74 - $46.2 $28.5K - $31.6K
132K $5.54M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
1.17K
+ 2.3%
$26.65 - $29.34 $31.1K - $34.3K
52K $1.41M
CTAS
Cintas Corp

Industrials
192
+ 3.42%
$182.7 - $226.47 $35.1K - $43.5K
5.8K $1.06M
LHX
L3 Harris Technologies, Inc.

Industrials
36
+ 0.97%
$208.94 - $264.22 $7.52K - $9.51K
3.74K $785K
ADI
Analog Devices Inc

Technology
194
+ 2.27%
$206.35 - $236.48 $40K - $45.9K
8.75K $1.86M
CVS
Cvs Health Corp

Healthcare
4.18K
+ 23.74%
$43.78 - $67.46 $183K - $282K
21.8K $978K
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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