Allworth Financial LP Incresed Positions in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
37.9K
+ 38.05%
$24.82 - $25.48 $941K - $966K
137K $3.42M
ILMN
Illumina, Inc.

Healthcare
6.26K
+ 720.71%
$128.99 - $155.15 $808K - $972K
7.13K $953K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
40K
+ 11.07%
$24.61 - $25.12 $984K - $1M
401K $9.92M
SLV
I Shares Silver Trust

ETFs
34.5K
+ 78.31%
$26.33 - $31.74 $909K - $1.1M
78.6K $2.07M
CHDN
Churchill Downs Inc

Consumer Cyclical
6.01K
+ 498.01%
$129.55 - $147.45 $779K - $886K
7.22K $963K
CMF
Ishares California Muni Bond E

ETFs
13.7K
+ 248.83%
$56.66 - $58.1 $779K - $799K
19.3K $1.1M
RBCAA
Republic Bancorp Inc

Financial Services
10.8K
+ 3326.77%
$61.27 - $78.12 $662K - $845K
11.1K $778K
NKE
Nike, Inc.

Consumer Cyclical
12K
+ 96.75%
$73.36 - $89.13 $882K - $1.07M
24.5K $1.85M
SJM
J M Smucker CO

Consumer Defensive
6.95K
+ 373.76%
$106.92 - $121.75 $743K - $846K
8.81K $970K
CWB
Spdr Bloomberg Convertible Sec

ETFs
8.31K
+ 11.55%
$76.21 - $82.24 $633K - $683K
80.3K $6.25M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
32K
+ 202.31%
$23.02 - $23.23 $736K - $743K
47.8K $1.1M
NWPX
Northwest Pipe CO

Industrials
14.9K
+ 64926.09%
$43.06 - $57.6 $643K - $860K
15K $721K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
30.9K
+ 149.25%
$23.63 - $26.47 $730K - $818K
51.6K $1.23M
SCHW
Schwab Charles Corp

Financial Services
6.52K
+ 25.73%
$63.31 - $82.85 $413K - $540K
31.9K $2.36M
WCC
Wesco International Inc

Industrials
3.89K
+ 25920.0%
$164.11 - $213.19 $638K - $829K
3.9K $706K
GS
Goldman Sachs Group Inc

Financial Services
579
+ 12.15%
$486.1 - $608.57 $281K - $352K
5.35K $3.06M
MDT
Medtronic PLC

Healthcare
12.1K
+ 42.52%
$79.61 - $92.24 $960K - $1.11M
40.4K $3.23M
SCHX
Schwab Strategic Tr Us Large C

ETFs
706K
+ 200.98%
$22.4 - $68.28 $15.8M - $48.2M
1.06M $24.5M
EPD
Enterprise Products Partners L.P.

Energy
19.4K
+ 74.71%
$28.66 - $34.43 $556K - $668K
45.4K $1.42M
ACN
Accenture PLC

Technology
1.91K
+ 16.15%
$343.9 - $376.86 $657K - $720K
13.7K $4.83M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.22K
+ 33.13%
$275.15 - $388.2 $336K - $474K
4.91K $1.68M
MCK
Mckesson Corp

Healthcare
734
+ 25.36%
$482.27 - $628.5 $354K - $461K
3.63K $2.07M
BKNG
Booking Holdings Inc.

Consumer Cyclical
94
+ 42.15%
$4100.99 - $5300.34 $385K - $498K
317 $1.57M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
4.78K
+ 168.3%
$134.53 - $150.65 $643K - $720K
7.62K $1.03M
IWN
Ishares Russell2000 Val ETF

ETFs
4.71K
+ 8.72%
$162.69 - $181.35 $766K - $853K
58.7K $9.64M
LOW
Lowes Companies Inc

Consumer Cyclical
3.62K
+ 32.6%
$244.52 - $284.07 $884K - $1.03M
14.7K $3.63M
PRU
Prudential Financial Inc

Financial Services
5.37K
+ 96.77%
$114.59 - $129.52 $615K - $696K
10.9K $1.29M
HSY
Hershey CO

Consumer Defensive
4.02K
+ 129.74%
$168.67 - $193.65 $678K - $779K
7.12K $1.21M
ROK
Rockwell Automation, Inc

Industrials
1.85K
+ 39.75%
$264.65 - $302.92 $488K - $559K
6.49K $1.85M
CVBF
Cvb Financial Corp

Financial Services
27.9K
+ 23068.6%
$17.39 - $24.0 $485K - $670K
28K $600K
EUSB
Ishares Tr Esg Advanced Total

Technology
21.7K
+ 11.6%
$42.39 - $44.29 $918K - $959K
208K $8.85M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
13.8K
+ 11.98%
$51.58 - $52.91 $714K - $732K
129K $6.69M
UHS
Universal Health Services Inc

Healthcare
3.2K
+ 4850.0%
$175.8 - $236.9 $563K - $758K
3.27K $586K
SHOP
Shopify Inc.

Technology
2.13K
+ 16.58%
$78.14 - $119.49 $167K - $255K
15K $1.6M
CRSP
Crispr Therapeutics Ag

Healthcare
14.4K
+ 2117.35%
$38.65 - $55.15 $556K - $794K
15.1K $593K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
24.2K
+ 84.34%
$23.25 - $23.56 $562K - $569K
52.8K $1.23M
DFAE
Dimensional ETF Tr

ETFs
26.7K
+ 40.55%
$25.36 - $28.15 $677K - $752K
92.6K $2.35M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
28.6K
+ 18.45%
$19.8 - $20.06 $566K - $573K
183K $3.64M
IWC
Russell Micro Cap ETF

ETFs
4.03K
+ 284.28%
$120.3 - $138.84 $485K - $560K
5.45K $710K
EMR
Emerson Electric CO

Industrials
2.13K
+ 11.72%
$108.13 - $134.33 $230K - $286K
20.3K $2.51M
VLY
Valley National Bancorp

Financial Services
58.3K
+ 24183.82%
$8.7 - $10.78 $507K - $628K
58.5K $530K
ET
Energy Transfer LP

Energy
20.2K
+ 59.58%
$16.05 - $19.86 $324K - $401K
54.1K $1.06M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.2K
+ 1.07%
$126.68 - $134.74 $912K - $970K
677K $86.4M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.33K
+ 58.23%
$316.94 - $357.88 $421K - $475K
3.61K $1.24M
TJX
Tjx Companies Inc

Consumer Cyclical
3.7K
+ 30.49%
$112.15 - $127.2 $415K - $470K
15.8K $1.91M
MELI
Mercadolibre Inc

Consumer Cyclical
348
+ 102.65%
$1666.0 - $2117.3 $580K - $737K
687 $1.17M
VV
Vanguard Large Cap ETF

ETFs
1.01K
+ 3.21%
$260.27 - $280.65 $262K - $283K
32.4K $8.74M
ALGN
Align Technology Inc

Healthcare
2.26K
+ 1479.08%
$205.03 - $245.32 $464K - $555K
2.42K $503K
VGT
Vanguard Information Technolog

ETFs
91
+ 0.78%
$571.78 - $647.97 $52K - $59K
11.7K $7.27M
Activity Summary
Buys All Purchases 2174 New Holdings 382 Increased Positions 1792 Sells All Sells 942 Reductions 942 Sold out 0 Options Calls 2 Puts 1
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