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
CTVA
Corteva, Inc.

Basic Materials
1.61K
+ 11.78%
$55.94 - $66.15 $90.3K - $107K
15.3K $963K
FNV
Franco Nevada Corp

Basic Materials
171
+ 4.39%
$120.72 - $157.56 $20.6K - $26.9K
4.07K $640K
COLB
Columbia Banking System, Inc.

Financial Services
21.3K
+ 12.42%
$23.89 - $28.84 $509K - $614K
193K $4.81M
NWPX
Northwest Pipe CO

Industrials
6.78K
+ 45.32%
$40.07 - $53.13 $272K - $360K
21.7K $897K
XLC
Select Sector Spdr Tr Communic

ETFs
1.83K
+ 252.13%
$94.84 - $105.31 $174K - $193K
2.56K $246K
HIG
Hartford Financial Services Group, Inc.

Financial Services
443
+ 5.47%
$106.31 - $123.73 $47.1K - $54.8K
8.54K $1.06M
DNP
Dnp Select Income Fund Inc

Financial Services
15.5K
+ 103.81%
$8.93 - $9.92 $139K - $154K
30.5K $301K
DOW
Dow Inc.

Basic Materials
7.35K
+ 42.91%
$34.36 - $41.92 $252K - $308K
24.5K $854K
HCRB
Hartford Fds Exchange Traded T

ETFs
1K
+ 0.48%
$34.11 - $35.31 $34.1K - $35.3K
210K $7.39M
HWM
Howmet Aerospace Inc.

Industrials
975
+ 49.77%
$110.79 - $139.39 $108K - $136K
2.93K $380K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
4.72K
+ 100.7%
$36.14 - $40.81 $171K - $193K
9.42K $348K
SPG
Simon Property Group Inc

Real Estate
1.1K
+ 34.84%
$159.48 - $187.78 $175K - $206K
4.25K $705K
DVY
Ishares Tr

ETFs
670
+ 2.87%
$128.58 - $138.1 $86.1K - $92.5K
24K $3.22M
ED
Consolidated Edison Inc

Utilities
305
+ 5.22%
$88.0 - $110.59 $26.8K - $33.7K
6.15K $680K
VDE
Vanguard Energy ETF

ETFs
805
+ 12.44%
$119.14 - $132.76 $95.9K - $107K
7.28K $943K
AWK
American Water Works Company, Inc.

Utilities
539
+ 16.92%
$121.01 - $149.31 $65.2K - $80.5K
3.72K $549K
MEAR
Blackrock Short Maturity Munic

ETFs
2.97K
+ 40.73%
$49.97 - $50.36 $148K - $149K
10.2K $514K
DFAE
Dimensional ETF Tr

ETFs
3.89K
+ 4.21%
$24.64 - $26.86 $95.9K - $105K
96.5K $2.5M
AOA
Ishares Tr Core Aggressive All

ETFs
1.98K
+ 6.75%
$75.7 - $80.01 $150K - $159K
31.4K $2.4M
CGDV
Capital Group Divid Value ETF

ETFs
2.58K
+ 1.79%
$34.95 - $37.36 $90.2K - $96.5K
147K $5.24M
EEM
Ishares Msci Emerging Markets

ETFs
2.03K
+ 6.72%
$40.81 - $45.34 $82.9K - $92.1K
32.3K $1.41M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.82K
+ 209.5%
$50.48 - $51.04 $142K - $144K
4.17K $211K
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.03K
+ 1.38%
$50.44 - $50.7 $102K - $103K
149K $7.55M
ADM
Archer Daniels Midland CO

Consumer Defensive
3.08K
+ 116.13%
$45.22 - $52.17 $139K - $160K
5.72K $274K
XYLD
Global X Fds S&P 500 Covered C

ETFs
3.65K
+ 141.91%
$39.02 - $42.89 $142K - $157K
6.22K $245K
SNY
Sanofi

Healthcare
1.54K
+ 23.56%
$48.15 - $59.42 $74K - $91.3K
8.06K $447K
WPM
Wheaton Precious Metals Corp.

Basic Materials
161
+ 2.9%
$55.75 - $77.63 $8.98K - $12.5K
5.72K $443K
TJX
Tjx Companies Inc

Consumer Cyclical
927
+ 5.86%
$112.81 - $126.16 $105K - $117K
16.7K $2.04M
CHKP
Check Point Software Technologies LTD

Technology
409
+ 66.94%
$179.88 - $231.31 $73.6K - $94.6K
1.02K $232K
PLBC
Plumas Bancorp

Financial Services
3.09K
+ 75.31%
$41.9 - $48.2 $129K - $149K
7.19K $311K
ETR
Entergy Corp

Utilities
470
+ 5.91%
$75.26 - $87.89 $35.4K - $41.3K
8.42K $720K
BAC
Bank Of America Corp

Financial Services
17.4K
+ 6.33%
$39.61 - $47.74 $690K - $831K
292K $12.2M
LNG
Cheniere Energy, Inc.

Energy
37
+ 0.57%
$209.32 - $253.66 $7.74K - $9.39K
6.58K $1.52M
LOW
Lowes Companies Inc

Consumer Cyclical
1.35K
+ 9.17%
$222.66 - $268.42 $300K - $362K
16.1K $3.74M
NEM
Newmont Corp

Basic Materials
1.23K
+ 25.69%
$37.79 - $48.39 $46.6K - $59.7K
6.04K $291K
TT
Trane Technologies PLC

Industrials
538
+ 25.5%
$332.0 - $400.86 $179K - $216K
2.65K $892K
VOOV
Vanguard S&P 500 Value ETF

ETFs
641
+ 3.37%
$179.71 - $192.06 $115K - $123K
19.7K $3.62M
DXCM
Dexcom Inc

Healthcare
1.77K
+ 163.27%
$67.74 - $90.75 $120K - $160K
2.85K $194K
FNDE
Schwab Fundamental Emerging Mk

ETFs
3.08K
+ 35.32%
$28.11 - $32.0 $86.7K - $98.7K
11.8K $363K
AEM
Agnico Eagle Mines LTD

Basic Materials
56
+ 1.66%
$79.66 - $108.41 $4.46K - $6.07K
3.43K $372K
AON
Aon PLC

Financial Services
53
+ 2.5%
$348.44 - $409.32 $18.5K - $21.7K
2.17K $867K
CAH
Cardinal Health Inc

Healthcare
207
+ 5.49%
$118.02 - $137.77 $24.4K - $28.5K
3.98K $548K
MGC
Vanguard Mega Cap ETF

ETFs
578
+ 44.88%
$199.2 - $222.69 $115K - $129K
1.87K $375K
XYL
Xylem Inc.

Industrials
784
+ 61.06%
$114.02 - $132.04 $89.4K - $104K
2.07K $247K
AVDE
American Centy ETF Tr Avantis

ETFs
1.21K
+ 33.99%
$60.63 - $68.55 $73.4K - $83K
4.77K $316K
ECL
Ecolab Inc.

Basic Materials
164
+ 5.66%
$229.72 - $269.82 $37.7K - $44.3K
3.06K $776K
BRSP
Bright Spire Capital, Inc.

Real Estate
17.1K
+ 2719.24%
$5.48 - $6.23 $93.7K - $107K
17.7K $98K
HNI
Hni Corp

Industrials
2.11K
+ 3984.91%
$43.17 - $51.26 $91.2K - $108K
2.17K $96K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
1.85K
+ 1067.05%
$49.6 - $50.28 $91.6K - $92.8K
2.02K $101K
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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