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
CEG
Constellation Energy Corp

Utilities
566
+ 7.0%
$224.28 - $285.52 $127K - $162K
8.66K $1.95M
CSX
Csx Corp

Industrials
200
+ 0.27%
$31.58 - $36.88 $6.32K - $7.38K
73.9K $2.38M
UBER
Uber Technologies, Inc

Technology
1.66K
+ 8.88%
$59.93 - $86.34 $99.7K - $144K
20.4K $1.23M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
13.4K
+ 3.59%
$46.33 - $48.6 $620K - $651K
387K $18M
ACGL
Arch Capital Group Ltd.

Financial Services
627
+ 4.56%
$88.71 - $114.86 $55.6K - $72K
14.4K $1.33M
KO
Coca Cola CO

Consumer Defensive
67.3K
+ 14.69%
$61.74 - $71.71 $4.16M - $4.83M
526K $32.7M
STZ
Constellation Brands, Inc.

Consumer Defensive
59
+ 0.81%
$219.66 - $257.62 $13K - $15.2K
7.36K $1.63M
DHR
Danaher Corp

Healthcare
7
+ 0.13%
$226.16 - $274.52 $1.58K - $1.92K
5.34K $1.23M
ADBE
Adobe Inc.

Technology
1.47K
+ 11.55%
$437.39 - $552.96 $643K - $812K
14.2K $6.31M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
2.32K
+ 1.32%
$38.96 - $43.28 $90.4K - $100K
178K $7.01M
JPIN
Jp Morgan Diversified Return I

ETFs
69
+ 0.13%
$53.56 - $59.9 $3.7K - $4.13K
53.6K $2.87M
INTC
Intel Corp

Technology
21.4K
+ 9.22%
$19.07 - $26.23 $409K - $562K
254K $5.09M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.29K
+ 0.57%
$77.86 - $79.27 $178K - $181K
405K $31.6M
PSA
Public Storage

Real Estate
51
+ 0.72%
$289.33 - $360.21 $14.8K - $18.4K
7.15K $2.14M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
13.8K
+ 7.55%
$64.62 - $71.43 $891K - $985K
196K $12.7M
FLCB
Franklin Templeton ETF Tr Libe

ETFs
7.85K
+ 1.03%
$21.01 - $22.0 $165K - $173K
767K $16.2M
NDSN
Nordson Corp

Industrials
117
+ 1.05%
$208.83 - $264.36 $24.4K - $30.9K
11.3K $2.36M
TGT
Target Corp

Consumer Defensive
562
+ 1.73%
$121.59 - $160.69 $68.3K - $90.3K
33.1K $4.48M
AMAT
Applied Materials Inc

Technology
1.17K
+ 5.74%
$161.44 - $213.89 $188K - $249K
21.5K $3.49M
VGLT
Vanguard Long Term Treasury Et

ETFs
18.2K
+ 6.75%
$55.1 - $61.74 $1M - $1.12M
288K $15.9M
GD
General Dynamics Corp

Industrials
1.11K
+ 4.34%
$260.28 - $314.03 $289K - $349K
26.8K $7.05M
IRM
Iron Mountain Inc

Real Estate
1.21K
+ 1.91%
$101.62 - $128.14 $123K - $155K
64.4K $6.76M
SCHO
Schwab Short Term Us Treasury

ETFs
60K
+ 66.21%
$24.06 - $48.88 $1.44M - $2.93M
151K $3.62M
NVO
Novo Nordisk A S

Healthcare
1.9K
+ 6.02%
$85.0 - $120.04 $161K - $228K
33.4K $2.87M
SBUX
Starbucks Corp

Consumer Cyclical
2.22K
+ 1.24%
$87.44 - $102.5 $194K - $228K
181K $16.5M
KLAC
Kla Corp

Technology
485
+ 5.62%
$614.46 - $829.55 $298K - $402K
9.12K $5.74M
AMD
Advanced Micro Devices Inc

Technology
4.99K
+ 13.76%
$118.88 - $172.8 $593K - $862K
41.3K $4.98M
WPC
W. P. Carey Inc.

Real Estate
643
+ 0.47%
$53.44 - $61.33 $34.4K - $39.4K
136K $7.43M
UPS
United Parcel Service Inc

Industrials
2.91K
+ 2.07%
$122.65 - $138.35 $357K - $403K
144K $18.1M
VEA
Vanguard Ftse Developed Market

ETFs
16.8K
+ 4.45%
$47.57 - $52.44 $799K - $880K
394K $18.8M
SCHR
Schwab Intermediate Term Us Tr

ETFs
698K
+ 101.67%
$24.19 - $50.58 $16.9M - $35.3M
1.38M $33.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
18.4K
+ 1.6%
$57.53 - $60.83 $1.06M - $1.12M
1.17M $67.1M
JNJ
Johnson & Johnson

Healthcare
26.5K
+ 8.91%
$143.34 - $165.86 $3.79M - $4.39M
323K $46.8M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
122K
+ 7.31%
$24.04 - $26.75 $2.93M - $3.26M
1.79M $43.4M
MDLZ
Mondelez International, Inc.

Consumer Defensive
12.1K
+ 4.37%
$59.25 - $72.99 $716K - $882K
288K $17.2M
UNH
Unitedhealth Group Inc

Healthcare
2.56K
+ 3.64%
$485.52 - $625.25 $1.24M - $1.6M
73K $36.9M
IXUS
Ishares Tr

ETFs
42.7K
+ 3.26%
$65.95 - $72.56 $2.82M - $3.1M
1.35M $89.5M
DFAX
Dimensional ETF Tr
159K
+ 3.47%
$24.76 - $27.04 $3.94M - $4.31M
4.74M $118M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
189K
+ 3.0%
$38.37 - $42.82 $7.26M - $8.1M
6.49M $249M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
69.7K
+ 0.34%
$51.09 - $55.27 $3.56M - $3.85M
20.4M $1.04B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.85M
+ 6.19%
$34.13 - $37.35 $63.1M - $69M
31.7M $1.08B
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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