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
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4.65K
+ 106.87%
$96.93 - $109.51 $451K - $510K
9.01K $882K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.1K
+ 0.6%
$73.78 - $76.59 $81.2K - $84.3K
185K $14.2M
CMA
Comerica Inc

Financial Services
7.22K
+ 246.38%
$56.11 - $68.38 $405K - $494K
10.1K $599K
CI
Cigna Corp

Healthcare
247
+ 4.05%
$274.49 - $329.0 $67.8K - $81.3K
6.34K $2.09M
CATH
Global X Fds Global X S&P 500

ETFs
8.26K
+ 17.57%
$66.14 - $74.2 $547K - $613K
55.3K $3.73M
AEE
Ameren Corp

Utilities
631
+ 2.16%
$86.87 - $103.67 $54.8K - $65.4K
29.8K $2.99M
ORI
Old Republic International Corp

Financial Services
9.67K
+ 828.0%
$33.46 - $39.22 $324K - $379K
10.8K $425K
XLF
Financial Sector Spdr

ETFs
4.71K
+ 5.41%
$47.32 - $52.19 $223K - $246K
91.8K $4.57M
KR
Kroger CO

Consumer Defensive
2.2K
+ 6.76%
$58.36 - $67.72 $128K - $149K
34.7K $2.35M
PLTR
Palantir Technologies Inc.

Technology
598
+ 1.73%
$64.98 - $124.62 $38.9K - $74.5K
35.2K $2.97M
UBER
Uber Technologies, Inc

Technology
1.33K
+ 6.54%
$63.17 - $81.49 $84.1K - $109K
21.7K $1.58M
MAA
Mid America Apartment Communities Inc.

Real Estate
343
+ 1.54%
$146.9 - $170.92 $50.4K - $58.6K
22.6K $3.79M
IEMG
Ishares Inc

ETFs
6.3K
+ 3.38%
N/A
193K $10.3M
AEP
American Electric Power CO Inc

Utilities
635
+ 4.07%
$90.32 - $109.27 $57.4K - $69.4K
16.2K $1.77M
PFE
Pfizer Inc

Healthcare
19.3K
+ 14.52%
$25.01 - $27.13 $483K - $524K
152K $3.86M
KRO
Kronos Worldwide Inc

Basic Materials
49.5K
+ 260.53%
$7.38 - $10.03 $365K - $496K
68.5K $512K
BP
Bp PLC

Energy
7.11K
+ 36.78%
$29.93 - $35.31 $213K - $251K
26.5K $893K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
210
+ 0.35%
$87.68 - $94.52 $18.4K - $19.8K
60.4K $5.66M
AJG
Arthur J. Gallagher & Co.

Financial Services
228
+ 6.15%
$275.89 - $345.24 $62.9K - $78.7K
3.94K $1.36M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.46K
+ 7.78%
$497.6 - $606.74 $727K - $886K
20.2K $10.1M
XLY
Select Sector Spdr Consumer Di

ETFs
2.09K
+ 47.28%
$192.6 - $233.2 $403K - $488K
6.52K $1.29M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
2.97K
+ 293.09%
$98.43 - $98.88 $292K - $294K
3.98K $393K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
5.49K
+ 192.67%
$59.37 - $95.63 $326K - $525K
8.34K $535K
WELL
Welltower Inc.

Real Estate
995
+ 19.59%
$124.05 - $156.86 $123K - $156K
6.07K $930K
MRK
Merck & Co., Inc.

Healthcare
12.9K
+ 14.18%
$83.01 - $101.02 $1.07M - $1.31M
104K $9.35M
IEFA
Ishares Tr

ETFs
1.85K
+ 7.49%
$69.57 - $78.65 $129K - $145K
26.5K $2.01M
TBUX
T Rowe Price Exchange Traded F

ETFs
5.34K
+ 55.57%
$49.57 - $49.82 $265K - $266K
15K $742K
ALL
Allstate Corp

Financial Services
234
+ 1.54%
$180.99 - $210.18 $42.4K - $49.2K
15.4K $3.18M
XLV
Select Sector Spdr Fund Health

ETFs
4
+ 0.01%
$137.61 - $149.68 $550 - $599
31.3K $4.58M
YUM
Yum Brands Inc

Consumer Cyclical
166
+ 1.63%
$123.25 - $162.53 $20.5K - $27K
10.3K $1.63M
GD
General Dynamics Corp

Industrials
52
+ 0.19%
$241.94 - $272.58 $12.6K - $14.2K
26.8K $7.31M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
864
+ 4.49%
$408.78 - $448.82 $353K - $388K
20.1K $8.44M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
8.39K
+ 3679.39%
$28.45 - $41.08 $239K - $345K
8.62K $261K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
80
+ 14.39%
$1187.71 - $1432.58 $95K - $115K
636 $911K
PECO
Phillips Edison & Company, Inc.

Real Estate
6.89K
+ 424.98%
$34.43 - $37.49 $237K - $258K
8.51K $310K
TRV
Travelers Companies, Inc.

Financial Services
403
+ 6.76%
$232.43 - $265.13 $93.7K - $107K
6.36K $1.68M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
205
+ 11.77%
$402.49 - $513.76 $82.5K - $105K
1.95K $943K
BSX
Boston Scientific Corp

Healthcare
1.09K
+ 9.73%
$89.38 - $106.18 $97.8K - $116K
12.3K $1.24M
SCHW
Schwab Charles Corp

Financial Services
1.26K
+ 3.97%
$71.24 - $83.64 $90K - $106K
33.1K $2.59M
MSTR
Microstrategy Inc

Technology
817
+ 49.94%
$239.27 - $396.5 $195K - $324K
2.45K $707K
TDVG
T Rowe Price Exchange Traded F

Technology
412
+ 0.16%
$39.23 - $42.13 $16.2K - $17.4K
261K $10.5M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
5.39K
+ 114.23%
$41.17 - $45.22 $222K - $244K
10.1K $428K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
458
+ 0.65%
$45.62 - $51.12 $20.9K - $23.4K
70.5K $3.59M
MPC
Marathon Petroleum Corp

Energy
931
+ 7.57%
$134.72 - $159.03 $125K - $148K
13.2K $1.93M
EXC
Exelon Corp

Utilities
385
+ 1.69%
$37.3 - $46.08 $14.4K - $17.7K
23.2K $1.07M
CWT
California Water Service Group

Utilities
3.42K
+ 27.54%
$41.88 - $48.46 $143K - $165K
15.8K $766K
PBI
Pitney Bowes Inc

Industrials
21.4K
+ 16831.5%
$7.03 - $10.86 $150K - $232K
21.5K $194K
CINF
Cincinnati Financial Corp

Financial Services
1.25K
+ 68.7%
$133.67 - $147.81 $167K - $185K
3.07K $453K
PHYS
Sprott Physical Gold Trust

Financial Services
6.21K
+ 68.05%
$20.25 - $24.06 $126K - $149K
15.3K $368K
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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