Allworth Financial LP Incresed Positions in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Community West Bancshares Ne
14
+ 0.2%
N/A
7.03K $0
CCU
United Breweries CO Inc

Consumer Defensive
20
+ 13.51%
$12.5 - $15.6 $250 - $312
168 $2K
COMP
Compass, Inc.

Technology
19
+ 19.39%
$5.8 - $8.98 $110 - $171
117 $0
CMPO
Compo Secure, Inc.

Industrials
19
+ 90.48%
$9.65 - $14.46 $183 - $275
40 $0
Concentra Group Holdings Par
7
+ 4.86%
N/A
151 $0
Cooper Cos Inc
257
+ 36.61%
N/A
959 $0
Core Laboratories Inc
649
+ 194.89%
N/A
982 $0
Core Natural Resources Inc
1.18K
+ 4079.31%
N/A
1.21K $0
Core Scientific Inc New
323
+ 235.77%
N/A
460 $0
CXW
Core Civic, Inc.

Real Estate
11
+ 31.43%
$19.06 - $23.06 $210 - $254
46 $0
Corpay Inc
65
+ 37.36%
N/A
239 $0
CMRE
Costamare Inc.

Industrials
25
+ 67.57%
$6.84 - $10.34 $171 - $259
62 $0
Crane Company
52
+ 15.38%
N/A
390 $0
CRON
Cronos Group Inc.

Healthcare
110
+ 13.03%
$1.62 - $2.14 $178 - $235
954 $1K
CCRN
Cross Country Healthcare Inc

Healthcare
2
+ 2.22%
$12.79 - $14.9 $25.6 - $29.8
92 $1K
CTO
Cto Realty Growth, Inc.

Real Estate
3
+ 4.69%
$16.86 - $19.44 $50.6 - $58.3
67 $1K
CTS
Cts Corp

Technology
6
+ 19.35%
$34.96 - $43.62 $210 - $262
37 $1K
Curbline Pptys Corp
17
+ 27.42%
N/A
79 $0
CTOS
Custom Truck One Source, Inc.

Industrials
11
+ 20.75%
$3.39 - $5.07 $37.3 - $55.8
64 $0
CVI
Cvr Energy Inc

Energy
7
+ 10.45%
$16.06 - $28.28 $112 - $198
74 $1K
Cybin Inc
20
+ 76.92%
N/A
46 $0
Dave Inc
13
+ 260.0%
N/A
18 $0
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
107
+ 465.22%
$6.16 - $7.97 $659 - $853
130 $0
CDAY
Ceridian Hcm Holding Inc.

Technology
1
+ 0.35%
N/A
288 $18K
DRH
Diamond Rock Hospitality CO

Real Estate
69
+ 13.09%
$6.4 - $7.99 $442 - $551
596 $4K
Diana Shipping Inc
104
+ 40.47%
N/A
361 $0
DFSE
Dimensional ETF Tr Dimen Emrgn
18
+ 0.46%
N/A
3.9K $0
DFSI
Dimensional ETF Tr Dimen Intl
42
+ 0.6%
N/A
7.1K $0
Dimensional ETF Trust
738
+ 1.13%
N/A
66.3K $0
Dimensional ETF Trust
12.3K
+ 4.61%
N/A
280K $0
Direxion Shs ETF Tr
4K
+ 1777.78%
N/A
4.23K $0
Diversified Energy Company P
4.16K
+ 10143.9%
N/A
4.2K $0
DNP
Dnp Select Income Fund Inc

Financial Services
240
+ 0.79%
$8.89 - $9.88 $2.13K - $2.37K
30.8K $301K
Ea Series Trust
1K
+ 173.91%
N/A
1.58K $0
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
1.38K
+ 0.34%
N/A
408K $0
DRLL
Ea Ser Tr Strive U S Energy Et
44
+ 4.43%
N/A
1.04K $0
EBF
Ennis, Inc.

Industrials
24
+ 141.18%
$17.27 - $20.22 $414 - $485
41 $0
TRDA
Entrada Therapeutics, Inc.

Healthcare
26
+ 72.22%
$6.72 - $9.23 $175 - $240
62 $0
HSC
Harsco Corp

Industrials
4
+ 11.43%
N/A
39 $0
ESTA
Establishment Labs Holdings Inc.

Healthcare
9
+ 128.57%
$27.31 - $42.71 $246 - $384
16 $0
ETF Opportunities Trust
101
+ 1010.0%
N/A
111 $0
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
4
+ 1.31%
$25.26 - $29.45 $101 - $118
309 $8K
Everus Constr Group
9
+ 3.77%
N/A
248 $0
EE
Excelerate Energy, Inc.

Utilities
5
+ 4.1%
$24.7 - $31.83 $124 - $159
127 $3K
Exchange Traded Concepts Tru
119
+ 51.74%
N/A
349 $0
EZPW
Ezcorp Inc

Financial Services
14
+ 29.79%
$12.97 - $16.38 $182 - $229
61 $0
F&G Annuities & Life Inc
253
+ 702.78%
N/A
289 $0
Ferguson Enterprises Inc
176
+ 55.35%
N/A
494 $0
Fidelity Covington Trust
183
+ 17.51%
N/A
1.23K $0
Activity Summary
Buys All Purchases 3169 New Holdings 667 Increased Positions 2502 Sells All Sells 743 Reductions 739 Sold out 4 Options Calls 0 Puts 1
Track This Portfolio

Track Allworth Financial LP Portfolio

Follow Allworth Financial LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email