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
ODFL
Old Dominion Freight Line, Inc.

Industrials
9.4K
+ 463.72%
$146.74 - $176.07 $1.38M - $1.65M
11.4K $1.85M
GLDM
World Gold Trust

ETFs
23K
+ 868.88%
$58.96 - $67.97 $1.36M - $1.56M
25.7K $1.68M
ET
Energy Transfer LP

Energy
84.7K
+ 137.73%
$15.65 - $18.93 $1.32M - $1.6M
146K $2.65M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
2.06K
+ 1.09%
$59.98 - $74.92 $124K - $154K
192K $14.3M
MTB
M&T Bank Corp

Financial Services
6.23K
+ 33.67%
$156.58 - $193.99 $975K - $1.21M
24.7K $4.8M
DAL
Delta Air Lines, Inc.

Industrials
18.9K
+ 19.82%
$35.88 - $52.99 $679K - $1M
114K $5.63M
ADP
Automatic Data Processing Inc

Industrials
3.71K
+ 3.39%
$276.76 - $326.81 $1.03M - $1.21M
113K $34.9M
CTAS
Cintas Corp

Industrials
5.58K
+ 46.33%
$190.11 - $227.66 $1.06M - $1.27M
17.6K $3.93M
PYPL
Pay Pal Holdings, Inc.

Financial Services
17.4K
+ 103.21%
$57.41 - $74.81 $998K - $1.3M
34.2K $2.54M
PFE
Pfizer Inc

Healthcare
66.2K
+ 43.49%
$21.59 - $24.84 $1.43M - $1.64M
218K $5.3M
LNG
Cheniere Energy, Inc.

Energy
5.47K
+ 83.18%
$197.25 - $244.33 $1.08M - $1.34M
12.1K $2.94M
ZS
Zscaler, Inc.

Technology
4.13K
+ 412.18%
$174.67 - $315.32 $721K - $1.3M
5.13K $1.61M
FTNT
Fortinet, Inc.

Technology
12.8K
+ 215.73%
$84.71 - $108.69 $1.08M - $1.39M
18.7K $1.98M
KMI
Kinder Morgan, Inc.

Energy
45.9K
+ 66.94%
$25.21 - $29.4 $1.16M - $1.35M
114K $3.36M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
22.4K
+ 10.16%
$35.35 - $42.68 $791K - $955K
242K $10.3M
VGSH
Vanguard

ETFs
22.9K
+ 58.13%
$58.32 - $58.95 $1.34M - $1.35M
62.3K $3.66M
VB
Vanguard Small Cap ETF

ETFs
1.72K
+ 2.79%
$193.73 - $237.37 $333K - $409K
63.4K $15M
WM
Waste Management Inc

Industrials
6.06K
+ 40.72%
$216.47 - $242.1 $1.31M - $1.47M
20.9K $4.79M
CEG
Constellation Energy Corp

Utilities
902
+ 10.46%
$170.96 - $322.76 $154K - $291K
9.53K $3.07M
MAR
Marriott International Inc

Consumer Cyclical
4.43K
+ 139.18%
$211.12 - $274.14 $936K - $1.22M
7.62K $2.08M
PNC
Pnc Financial Services Group, Inc.

Financial Services
5.9K
+ 29.47%
$149.76 - $186.42 $884K - $1.1M
25.9K $4.83M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
32.3K
+ 2.58%
$25.27 - $27.14 $816K - $876K
1.28M $34.8M
ORI
Old Republic International Corp

Financial Services
34.1K
+ 314.75%
$35.25 - $39.79 $1.2M - $1.36M
45K $1.73M
SCHW
Schwab Charles Corp

Financial Services
9.26K
+ 27.95%
$69.06 - $91.24 $639K - $845K
42.4K $3.87M
ARCC
Ares Capital Corp

Financial Services
57.6K
+ 810.0%
$18.91 - $22.43 $1.09M - $1.29M
64.7K $1.42M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.71K
+ 20.41%
$468.22 - $566.51 $798K - $966K
10.1K $5.7M
PEAK
Healthpeak Properties, Inc.

Real Estate
65K
+ 1350.81%
N/A
69.8K $1.32M
EQIX
Equinix Inc

Real Estate
1.55K
+ 745.67%
$740.07 - $914.43 $1.15M - $1.42M
1.76K $1.4M
PARR
Par Pacific Holdings, Inc.

Energy
42.4K
+ 507.9%
$12.23 - $27.87 $518K - $1.18M
50.7K $1.35M
EGP
Eastgroup Properties Inc

Real Estate
7.32K
+ 33277.27%
$145.28 - $176.09 $1.06M - $1.29M
7.34K $1.23M
PWR
Quanta Services, Inc.

Industrials
2.53K
+ 135.24%
$239.47 - $381.26 $606K - $964K
4.4K $1.66M
PSA
Public Storage

Real Estate
4.14K
+ 57.94%
$266.31 - $309.77 $1.1M - $1.28M
11.3K $3.31M
SNOW
Snowflake Inc.

Technology
390
+ 2.79%
$130.53 - $223.77 $50.9K - $87.3K
14.4K $3.22M
NKE
Nike, Inc.

Consumer Cyclical
13.8K
+ 61.03%
$53.27 - $72.04 $738K - $998K
36.5K $2.6M
INVH
Invitation Homes Inc.

Real Estate
35.3K
+ 2497.8%
$30.53 - $35.47 $1.08M - $1.25M
36.7K $1.2M
PECO
Phillips Edison & Company, Inc.

Real Estate
33.3K
+ 391.29%
$33.53 - $37.33 $1.12M - $1.24M
41.8K $1.46M
EWJ
Ishares Msci Japan ETF

ETFs
15.2K
+ 2486.76%
$61.32 - $75.28 $933K - $1.15M
15.8K $1.19M
MPLX
Mplx LP

Energy
22.3K
+ 860.83%
$46.68 - $53.89 $1.04M - $1.2M
24.8K $1.28M
AVB
Avalonbay Communities Inc

Real Estate
5.58K
+ 639.63%
$187.23 - $215.61 $1.05M - $1.2M
6.46K $1.31M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
56.2K
+ 5341.03%
$19.44 - $19.88 $1.09M - $1.12M
57.3K $1.14M
HCRB
Hartford Fds Exchange Traded T

ETFs
32.1K
+ 15.25%
$34.42 - $35.35 $1.1M - $1.13M
242K $8.5M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
50.7K
+ 552.64%
$21.57 - $21.99 $1.09M - $1.12M
59.9K $1.31M
GS
Goldman Sachs Group Inc

Financial Services
467
+ 9.69%
$462.22 - $707.75 $216K - $331K
5.28K $3.74M
EFV
Msci Eafe Value ETF

ETFs
8.41K
+ 6.83%
$52.4 - $64.65 $440K - $543K
132K $8.35M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
44.9K
+ 86.12%
$23.33 - $24.01 $1.05M - $1.08M
97.1K $2.33M
SSO
Proshares Ultra S&P 500

ETFs
11K
+ 895.68%
$64.8 - $97.72 $713K - $1.07M
12.2K $1.19M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
47.7K
+ 48.75%
$22.09 - $22.44 $1.05M - $1.07M
146K $3.26M
SHOP
Shopify Inc.

Technology
6.97K
+ 51.82%
$76.89 - $115.35 $536K - $804K
20.4K $2.36M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
3.51K
+ 17570.0%
$267.56 - $340.8 $940K - $1.2M
3.53K $1.07M
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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