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
MRNA
Moderna, Inc.

Healthcare
297
+ 15.62%
$28.35 - $47.53 $8.42K - $14.1K
2.2K $62K
DHI
Horton D R Inc

Consumer Cyclical
15
+ 0.96%
$125.29 - $147.65 $1.88K - $2.21K
1.58K $200K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
140
+ 1.44%
$196.12 - $229.48 $27.5K - $32.1K
9.88K $2M
TFII
Tfi International Inc.

Industrials
30
+ 8.75%
$76.98 - $140.13 $2.31K - $4.2K
373 $28K
CPB
Campbell Soup CO

Consumer Defensive
62
+ 0.55%
$37.29 - $42.04 $2.31K - $2.61K
11.2K $449K
RH
Rh

Consumer Cyclical
4
+ 2.92%
$216.63 - $454.52 $867 - $1.82K
141 $33K
WULF
Terawulf Inc.

Financial Services
251
+ 3.35%
$2.73 - $6.82 $685 - $1.71K
7.74K $21K
SAM
Boston Beer CO Inc

Consumer Defensive
18
+ 4.14%
$219.16 - $301.26 $3.94K - $5.42K
453 $108K
IT
Gartner Inc

Technology
30
+ 5.64%
$418.25 - $548.38 $12.5K - $16.5K
562 $235K
DOV
Dover Corp

Industrials
59
+ 2.14%
$174.65 - $206.43 $10.3K - $12.2K
2.81K $493K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
59
+ 1.52%
$80.73 - $94.96 $4.76K - $5.6K
3.95K $327K
PENN
Penn National Gaming Inc

Consumer Cyclical
46
+ 0.6%
$16.23 - $22.73 $747 - $1.05K
7.66K $124K
ALK
Alaska Air Group, Inc.

Industrials
721
+ 17.69%
$49.22 - $76.6 $35.5K - $55.2K
4.8K $236K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
268
+ 5.46%
$62.43 - $84.12 $16.7K - $22.5K
5.18K $337K
XNCR
Xencor Inc

Healthcare
40
+ 1.75%
$10.64 - $24.13 $426 - $965
2.33K $24K
AUB
Atlantic Union Bankshares Corp

Financial Services
52
+ 1.08%
$30.68 - $39.07 $1.6K - $2.03K
4.86K $151K
FMC
Fmc Corp

Basic Materials
21
+ 0.42%
$34.54 - $56.38 $725 - $1.18K
5.05K $212K
IONQ
Ion Q, Inc.

Technology
929
+ 33.75%
$18.27 - $51.07 $17K - $47.4K
3.68K $81K
ATR
Aptargroup, Inc.

Healthcare
43
+ 0.91%
$141.7 - $159.83 $6.09K - $6.87K
4.76K $706K
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
30
+ 0.15%
$4.22 - $7.74 $127 - $232
20.5K $128K
SNOW
Snowflake Inc.

Technology
502
+ 3.72%
$146.16 - $192.78 $73.4K - $96.8K
14K $2.04M
RGTIW
Rigetti Computing Inc Wt Exp (

Technology
5K
+ 33.33%
$1.96 - $8.8 $9.8K - $44K
20K $55K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
38
+ 0.79%
$77.33 - $90.16 $2.94K - $3.43K
4.86K $380K
HUBB
Hubbell Inc

Industrials
15
+ 2.82%
$330.91 - $456.86 $4.96K - $6.85K
547 $181K
LEN
Lennar Corp

Consumer Cyclical
187
+ 6.28%
$113.93 - $141.54 $21.3K - $26.5K
3.17K $363K
IJK
Ishares S&P Midcap 400 Growth

ETFs
68
+ 1.04%
$81.62 - $96.63 $5.55K - $6.57K
6.62K $550K
DECK
Deckers Outdoor Corp

Consumer Cyclical
748
+ 52.13%
$111.56 - $223.11 $83.4K - $167K
2.18K $244K
URI
United Rentals, Inc.

Industrials
3
+ 0.4%
$594.17 - $789.56 $1.78K - $2.37K
762 $477K
FTC
First Tr Lge Cap Growth

ETFs
2
+ 0.02%
$127.87 - $148.89 $256 - $298
9.29K $1.22M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
176
+ 4.56%
$203.38 - $274.79 $35.8K - $48.4K
4.04K $829K
RBCAA
Republic Bancorp Inc

Financial Services
4
+ 0.04%
$63.57 - $69.14 $254 - $277
11.1K $711K
NDSN
Nordson Corp

Industrials
69
+ 0.61%
$200.12 - $224.07 $13.8K - $15.5K
11.3K $2.28M
ROST
Ross Stores, Inc.

Consumer Cyclical
141
+ 3.62%
$123.3 - $154.95 $17.4K - $21.8K
4.04K $515K
IWY
Ishares Tr Russell 200 Growth

ETFs
150
+ 3.43%
$210.19 - $243.33 $31.5K - $36.5K
4.52K $953K
CCL
Carnival Corp

Consumer Cyclical
1.79K
+ 8.75%
$19.08 - $28.49 $34.2K - $51.1K
22.3K $434K
RKLB
Rocket Lab Usa, Inc.

Industrials
458
+ 4.01%
$17.12 - $31.57 $7.84K - $14.5K
11.9K $212K
BA
Boeing CO

Industrials
419
+ 1.77%
$148.15 - $186.25 $62.1K - $78K
24.1K $4.11M
FLR
Fluor Corp

Industrials
29
+ 0.48%
$34.29 - $55.28 $994 - $1.6K
6.1K $218K
FDM
First Trust Dow Jones Select M

ETFs
13
+ 0.09%
$61.73 - $71.81 $802 - $934
14.5K $902K
ALGN
Align Technology Inc

Healthcare
141
+ 5.84%
$158.86 - $234.89 $22.4K - $33.1K
2.56K $406K
WCC
Wesco International Inc

Industrials
19
+ 0.49%
$155.3 - $199.95 $2.95K - $3.8K
3.92K $609K
SNPS
Synopsys Inc

Technology
74
+ 3.05%
$428.58 - $551.54 $31.7K - $40.8K
2.5K $1.07M
PWR
Quanta Services, Inc.

Industrials
28
+ 1.52%
$236.71 - $358.03 $6.63K - $10K
1.87K $475K
SOUN
Soundhound Ai, Inc.

Technology
1.15K
+ 11.64%
$8.12 - $20.62 $9.36K - $23.8K
11.1K $89K
ROG
Rogers Corp

Technology
87
+ 2.6%
$67.53 - $102.68 $5.88K - $8.93K
3.44K $232K
MAR
Marriott International Inc

Consumer Cyclical
76
+ 2.44%
$237.01 - $304.45 $18K - $23.1K
3.19K $758K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
21
+ 0.52%
$333.37 - $384.99 $7K - $8.08K
4.04K $1.35M
MS
Morgan Stanley

Financial Services
1.04K
+ 3.72%
$111.68 - $141.08 $116K - $147K
29.1K $3.39M
IYW
Ishares Dj Us Tech ETF

ETFs
112
+ 1.4%
$140.44 - $166.79 $15.7K - $18.7K
8.11K $1.14M
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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