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
KKR
Kkr & Co. Inc.

Financial Services
199
+ 4.03%
$108.17 - $167.07 $21.5K - $33.2K
5.14K $594K
DELL
Dell Technologies Inc.

Technology
445
+ 5.85%
$90.34 - $124.66 $40.2K - $55.5K
8.05K $733K
COIN
Coinbase Global, Inc.

Technology
148
+ 6.53%
$172.23 - $301.3 $25.5K - $44.6K
2.41K $415K
GWW
W.W. Grainger, Inc.

Industrials
62
+ 1.85%
$953.54 - $1132.42 $59.1K - $70.2K
3.41K $3.37M
UAL
United Airlines Holdings, Inc.

Industrials
236
+ 3.48%
$69.05 - $110.52 $16.3K - $26.1K
7.02K $484K
MRVL
Marvell Technology, Inc.

Technology
167
+ 3.66%
$61.57 - $126.06 $10.3K - $21.1K
4.73K $291K
HPE
Hewlett Packard Enterprise CO

Technology
1.73K
+ 3.96%
$14.77 - $24.42 $25.5K - $42.2K
45.3K $699K
EMR
Emerson Electric CO

Industrials
459
+ 2.26%
$108.64 - $131.17 $49.9K - $60.2K
20.7K $2.27M
AMAT
Applied Materials Inc

Technology
927
+ 4.32%
$145.06 - $195.51 $134K - $181K
22.4K $3.25M
VV
Vanguard Large Cap ETF

ETFs
486
+ 1.5%
$253.32 - $282.66 $123K - $137K
32.9K $8.45M
USXF
Ishares Esg Advanced Msci Usa

Technology
6.66K
+ 2.4%
$46.38 - $52.65 $309K - $351K
284K $13.3M
VGT
Vanguard Information Technolog

ETFs
342
+ 2.93%
$542.38 - $646.34 $185K - $221K
12K $6.52M
PCG
Pg&E Corp

Utilities
1.17K
+ 0.43%
$15.16 - $20.4 $17.8K - $23.9K
273K $4.69M
DIS
Walt Disney CO

Communication Services
20.5K
+ 8.95%
$96.87 - $114.0 $1.99M - $2.34M
250K $24.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
451
+ 1.48%
$165.25 - $224.62 $74.5K - $101K
30.9K $5.13M
DFAS
Dimensional ETF Tr U S Small C

ETFs
48
+ 0.03%
$58.81 - $68.2 $2.82K - $3.27K
172K $10.3M
TGT
Target Corp

Consumer Defensive
287
+ 0.87%
$103.65 - $142.5 $29.7K - $40.9K
33.4K $3.49M
DLR
Digital Realty Trust, Inc.

Real Estate
2.23K
+ 5.61%
$142.1 - $183.56 $316K - $409K
41.9K $6.01M
IRM
Iron Mountain Inc

Real Estate
1.03K
+ 1.6%
$82.79 - $111.31 $85.1K - $114K
65.4K $5.63M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
1.73K
+ 0.93%
$95.35 - $107.82 $165K - $187K
188K $18M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.69K
+ 1.78%
$507.05 - $563.67 $857K - $953K
96.7K $49.7M
CAT
Caterpillar Inc

Industrials
1.33K
+ 2.19%
$326.75 - $407.63 $436K - $544K
62.2K $20.5M
DAL
Delta Air Lines, Inc.

Industrials
680
+ 0.72%
$43.6 - $69.06 $29.6K - $47K
95.5K $4.16M
UPS
United Parcel Service Inc

Industrials
5.17K
+ 3.6%
$109.66 - $136.26 $567K - $704K
149K $16.4M
HON
Honeywell International Inc

Industrials
465
+ 0.34%
$202.75 - $226.52 $94.3K - $105K
138K $29.3M
AMZN
Amazon Com Inc

Consumer Cyclical
37.5K
+ 11.4%
$190.26 - $242.06 $7.14M - $9.08M
367K $69.7M
HD
Home Depot, Inc.

Consumer Cyclical
3.04K
+ 1.8%
$347.25 - $424.87 $1.06M - $1.29M
172K $63M
ORCL
Oracle Corp

Technology
16.9K
+ 8.7%
$139.81 - $186.47 $2.36M - $3.15M
211K $29.5M
ETN
Eaton Corp PLC

Industrials
2.98K
+ 4.81%
$271.83 - $371.23 $811K - $1.11M
65.1K $17.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.45K
+ 1.47%
$551.42 - $612.93 $1.35M - $1.5M
169K $94.8M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
67.6K
+ 2.16%
$34.58 - $38.65 $2.34M - $2.61M
3.19M $112M
DFAT
Dimensional ETF Tr U S Target

ETFs
30
+ 0.0%
$50.44 - $58.1 $1.51K - $1.74K
813K $41.9M
GOOGL
Alphabet Inc.

Communication Services
7K
+ 3.82%
$154.33 - $206.19 $1.08M - $1.44M
190K $29.4M
NVDA
Nvidia Corp

Technology
90.2K
+ 15.38%
$106.98 - $149.43 $9.64M - $13.5M
676K $73.3M
MSFT
Microsoft Corp

Technology
19.9K
+ 5.88%
$375.39 - $447.2 $7.48M - $8.91M
359K $135M
VBR
Vanguard Small Cap Value ETF

ETFs
2.64K
+ 0.36%
$183.02 - $207.75 $484K - $549K
746K $139M
TSLA
Tesla, Inc.

Consumer Cyclical
3.38K
+ 4.68%
$222.15 - $428.22 $751K - $1.45M
75.6K $19.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
602
+ 0.05%
$102.49 - $119.96 $61.7K - $72.2K
1.17M $122M
AVGO
Broadcom Inc.

Technology
2.77K
+ 0.87%
$167.43 - $244.7 $464K - $678K
321K $53.7M
AAPL
Apple Inc.

Technology
49.1K
+ 3.93%
$209.68 - $247.1 $10.3M - $12.1M
1.3M $288M
VTI
Vanguard Total Stock Market Et

ETFs
128K
+ 1.59%
$271.18 - $303.12 $34.8M - $38.9M
8.18M $2.25B
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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