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
LECO
Lincoln Electric Holdings Inc

Industrials
2.53K
+ 105.68%
$187.47 - $219.94 $475K - $557K
4.93K $923K
XLF
Financial Sector Spdr

ETFs
4.31K
+ 5.2%
$44.89 - $51.34 $193K - $221K
87.1K $4.21M
CME
Cme Group Inc.

Financial Services
667
+ 2.57%
$221.17 - $246.02 $148K - $164K
26.6K $6.18M
ITW
Illinois Tool Works Inc

Industrials
1.89K
+ 68.94%
$253.56 - $278.5 $479K - $526K
4.63K $1.17M
MET
Metlife Inc

Financial Services
5.48K
+ 114.31%
$78.15 - $88.25 $428K - $484K
10.3K $841K
DFAR
Dimensional ETF Tr Dimensional

ETFs
23.5K
+ 53.54%
$22.72 - $25.76 $534K - $605K
67.4K $1.57M
PEG
Public Service Enterprise Group Inc

Utilities
5.51K
+ 103.26%
$81.87 - $94.51 $451K - $521K
10.8K $916K
CPB
Campbell Soup CO

Consumer Defensive
10.5K
+ 1498.0%
$41.42 - $48.71 $434K - $511K
11.2K $468K
LNG
Cheniere Energy, Inc.

Energy
1.13K
+ 20.76%
$181.07 - $225.92 $204K - $254K
6.54K $1.41M
BALT
Innovator Etfs Tr
13.5K
+ 111.45%
$30.76 - $31.55 $416K - $427K
25.7K $806K
NXPI
Nxp Semiconductors N.V.

Technology
2.14K
+ 150.77%
$207.27 - $255.58 $444K - $548K
3.57K $741K
FNV
Franco Nevada Corp

Basic Materials
3.37K
+ 643.32%
$113.26 - $137.22 $382K - $463K
3.9K $458K
KKR
Kkr & Co. Inc.

Financial Services
2.27K
+ 84.62%
$129.87 - $162.87 $294K - $369K
4.94K $731K
FULT
Fulton Financial Corp

Financial Services
18.9K
+ 1255.12%
$16.97 - $21.99 $320K - $415K
20.4K $392K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
117K
+ 4.56%
$45.07 - $47.1 $5.29M - $5.53M
2.69M $122M
SCHP
Schwab Strategic Us Tips ETF

ETFs
16K
+ 820.43%
$25.74 - $53.78 $412K - $862K
18K $464K
SRLN
Ssga Active Trust

ETFs
8.5K
+ 141.43%
$41.48 - $42.08 $353K - $358K
14.5K $605K
MSTR
Microstrategy Inc

Technology
903
+ 123.19%
$162.69 - $473.83 $147K - $428K
1.64K $473K
RLI
Rli Corp

Financial Services
2.07K
+ 378.24%
$151.91 - $180.89 $314K - $374K
2.62K $431K
YUM
Yum Brands Inc

Consumer Cyclical
2.83K
+ 38.65%
$130.36 - $139.54 $369K - $395K
10.2K $1.36M
AXON
Axon Enterprise, Inc.

Industrials
236
+ 23.46%
$399.22 - $689.78 $94.2K - $163K
1.24K $738K
SECT
Sector 10, Inc.

ETFs
6.05K
+ 1547.31%
$53.17 - $57.82 $322K - $350K
6.44K $353K
EIX
Edison International

Utilities
5.32K
+ 40.22%
$77.93 - $88.36 $415K - $470K
18.6K $1.48M
SRE
Sempra Energy

Utilities
3.35K
+ 41.17%
$80.81 - $94.77 $271K - $317K
11.5K $1.01M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.31K
+ 20.21%
$100.22 - $100.73 $331K - $333K
19.7K $1.97M
SOXX
Ishares Semiconductor ETF

ETFs
1.82K
+ 40.07%
$211.27 - $239.8 $384K - $436K
6.36K $1.37M
TSCO
Tractor Supply CO

Consumer Cyclical
7.1K
+ 3213.57%
$52.59 - $303.74 $373K - $2.16M
7.32K $388K
AROC
Archrock, Inc.

Energy
12.5K
+ 646.82%
$19.92 - $26.66 $250K - $334K
14.5K $360K
SPG
Simon Property Group Inc

Real Estate
1.84K
+ 140.61%
$167.23 - $183.84 $308K - $339K
3.15K $542K
DELL
Dell Technologies Inc.

Technology
2.87K
+ 60.62%
$111.96 - $144.21 $321K - $414K
7.61K $876K
VBK
Vanguard Small Cap Growth ETF

ETFs
966
+ 29.06%
$264.18 - $304.19 $255K - $294K
4.29K $1.2M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4.06K
+ 18.02%
$131.66 - $144.0 $535K - $585K
26.6K $3.51M
ELV
Elevance Health, Inc.

Healthcare
1.37K
+ 103.95%
$365.96 - $514.62 $501K - $705K
2.69K $993K
MAR
Marriott International Inc

Consumer Cyclical
859
+ 38.18%
$246.06 - $292.59 $211K - $251K
3.11K $867K
GOLD
Barrick Gold Corp

Basic Materials
20.1K
+ 1864.19%
$15.23 - $21.19 $306K - $426K
21.2K $328K
CMCSA
Comcast Corp

Communication Services
16.4K
+ 22.0%
$37.39 - $45.14 $614K - $741K
91K $3.42M
BSX
Boston Scientific Corp

Healthcare
2.82K
+ 33.4%
$83.62 - $91.5 $235K - $258K
11.2K $1M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
15.8K
+ 19.75%
$21.81 - $22.48 $345K - $355K
95.9K $2.1M
VONE
Vanguard Russell 1000 ETF

ETFs
645
+ 3.41%
$257.18 - $277.76 $166K - $179K
19.6K $5.22M
FISV
Fiserv Inc

Technology
2.37K
+ 49.25%
N/A
7.18K $898K
RGLD
Royal Gold Inc

Basic Materials
2.24K
+ 2950.0%
$131.05 - $154.26 $294K - $346K
2.32K $305K
STX
Seagate Technology Holdings PLC

Technology
3.89K
+ 206.96%
$86.31 - $112.64 $336K - $439K
5.77K $498K
KMB
Kimberly Clark Corp

Consumer Defensive
3.23K
+ 27.08%
$130.37 - $146.09 $421K - $472K
15.2K $1.99M
SIGI
Selective Insurance Group Inc

Financial Services
2.99K
+ 1517.77%
$90.05 - $102.09 $269K - $305K
3.19K $298K
IEFA
Ishares Tr

ETFs
5.98K
+ 31.96%
$70.06 - $77.43 $419K - $463K
24.7K $1.73M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.55K
+ 141.81%
$100.18 - $109.1 $256K - $279K
4.36K $456K
WM
Waste Management Inc

Industrials
1.73K
+ 13.16%
$201.79 - $228.46 $350K - $396K
14.9K $3.01M
VDC
Vanguard Consumer Staples ETF

ETFs
1.37K
+ 46.16%
$210.96 - $223.62 $289K - $307K
4.34K $917K
OXY
Occidental Petroleum Corp

Energy
5.62K
+ 111.27%
$45.36 - $55.91 $255K - $314K
10.7K $527K
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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