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
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
5
+ 23.81%
$51.73 - $71.41 $259 - $357
26 $1K
SGDM
Sprott ETF Tr Gold Miners ETF
200
+ 173.91%
N/A
315 $0
Spyre Therapeutics Inc
17
+ 130.77%
N/A
30 $0
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
33
+ 0.82%
$39.34 - $40.41 $1.3K - $1.33K
4.06K $162K
SSRM
Ssr Mining Inc.

Basic Materials
23
+ 460.0%
$9.09 - $13.07 $209 - $301
28 $0
Standardaero Inc
271
+ 846.88%
N/A
303 $0
STEL
Stellar Bancorp Inc
96
+ 480.0%
N/A
116 $0
Super Micro Computer Inc
2.73K
+ 8.29%
N/A
35.6K $0
SGRY
Surgery Partners, Inc.

Healthcare
40
+ 12.7%
$19.3 - $23.94 $772 - $958
355 $7K
T Rowe Price ETF Inc
5.11K
+ 1.93%
N/A
270K $0
THYF
T Rowe Price Exchange Traded F
100
+ 0.52%
N/A
19.3K $0
TALK
Talkspace, Inc.

Healthcare
195
+ 48.75%
$2.58 - $3.35 $503 - $653
595 $1K
Te Connectivity PLC
981
+ 68.08%
N/A
2.42K $0
Techtarget Inc
18
+ 19.15%
N/A
112 $0
Teekay Corporation LTD
230
+ 149.35%
N/A
384 $0
TGNA
Tegna Inc

Communication Services
62
+ 21.68%
$15.42 - $18.98 $956 - $1.18K
348 $5K
TRC
Tejon Ranch CO

Industrials
23
+ 17.42%
$15.16 - $17.3 $349 - $398
155 $2K
Tempus Ai Inc
450
+ 5000.0%
N/A
459 $0
TTI
Tetra Technologies Inc

Energy
70
+ 48.28%
$2.13 - $3.77 $149 - $264
215 $0
TCBX
Third Coast Bancshares, Inc.

Financial Services
13
+ 108.33%
$27.48 - $33.21 $357 - $432
25 $0
Tidal Tr Ii
10.7K
+ 1524.54%
N/A
11.5K $0
TIPT
Tiptree Inc.

Financial Services
11
+ 61.11%
$20.69 - $24.18 $228 - $266
29 $0
Tko Group Holdings Inc
27
+ 6.04%
N/A
474 $0
TRMD
Torm PLC

Energy
18
+ 14.06%
$13.97 - $19.2 $251 - $346
146 $2K
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
50
+ 227.27%
$6.8 - $8.15 $340 - $408
72 $0
TMCI
Treace Medical Concepts, Inc.

Healthcare
26
+ 216.67%
$5.44 - $8.32 $141 - $216
38 $0
DWACW
Digital World Acquisition Corp.

Financial Services
16
+ 11.85%
N/A
151 $3K
DWAC
Digital World Acquisition Corp.

Financial Services
931
+ 30.05%
N/A
4.03K $0
Two Hbrs Invt Corp
1.65K
+ 25.02%
N/A
8.25K $0
UHALB
Amerco Com Ser N
7
+ 0.09%
N/A
7.57K $0
United Sts Nat Gas Fd LP
25
+ 208.33%
N/A
37 $0
UTI
Universal Technical Institute Inc

Consumer Defensive
1
+ 7.69%
$25.25 - $35.9 $25.3 - $35.9
14 $0
UE
Urban Edge Properties

Real Estate
7
+ 9.46%
$16.3 - $19.42 $114 - $136
81 $1K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
3
+ 0.28%
$24.96 - $25.5 $74.9 - $76.5
1.06K $26K
VUSB
Vanguard Bd Index Fds
627
+ 7.37%
N/A
9.14K $0
Vanguard Calif Tax Free Fds
3.9K
+ 390200.0%
N/A
3.9K $0
Vanguard Wellington Fd
10
+ 0.37%
N/A
2.71K $0
Veralto Corp
239
+ 37.23%
N/A
881 $0
Vicarious Surgical Inc
33
+ 3.3%
N/A
1.03K $0
Victory Portfolios Ii
131K
+ 1.99%
N/A
6.7M $0
Vitesse Energy Inc
7
+ 8.33%
N/A
91 $0
WMG
Warner Music Group Corp.

Communication Services
26
+ 38.81%
$25.91 - $31.32 $674 - $814
93 $2K
Waystar Hldg Corp
45
+ 562.5%
N/A
53 $0
WFG
West Fraser Timber Co., LTD

Basic Materials
3
+ 10.71%
$70.53 - $78.77 $212 - $236
31 $2K
Westport Fuel Systems Inc
540
+ 2160.0%
N/A
565 $0
WLDN
Willdan Group, Inc.

Industrials
9
+ 900.0%
$36.9 - $62.51 $332 - $563
10 $0
WETF
Wisdom Tree Investments, Inc.

Financial Services
37
+ 9.25%
N/A
437 $2K
Wns Hldgs LTD
23
+ 67.65%
N/A
57 $0
Workhorse Group Inc
2
+ 18.18%
N/A
13 $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
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