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
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.24K
+ 82.58%
$45.72 - $51.73 $102K - $116K
4.95K $227K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
4.11K
+ 71.32%
$22.77 - $24.73 $93.6K - $102K
9.87K $229K
AIG
American International Group, Inc.

Financial Services
200
+ 3.88%
$70.5 - $86.94 $14.1K - $17.4K
5.36K $465K
BKNG
Booking Holdings Inc.

Consumer Cyclical
44
+ 13.88%
$4295.4 - $5141.88 $189K - $226K
361 $1.66M
UTG
Reaves Utility Income Fund

Financial Services
2.68K
+ 658.72%
$31.08 - $34.42 $83.3K - $92.3K
3.09K $100K
BNDX
Vanguard Total International B

ETFs
1.86K
+ 9.35%
$48.33 - $49.5 $89.9K - $92.1K
21.8K $1.06M
DFAR
Dimensional ETF Tr Dimensional

ETFs
2.15K
+ 3.19%
$22.35 - $24.52 $48K - $52.7K
69.5K $1.65M
MU
Micron Technology Inc

Technology
699
+ 8.02%
$86.89 - $109.38 $60.7K - $76.5K
9.42K $818K
ET
Energy Transfer LP

Energy
7.4K
+ 13.68%
$17.26 - $21.08 $128K - $156K
61.5K $1.14M
IHDG
Wisdomtree Tr

ETFs
1.93K
+ 42.04%
$43.4 - $47.51 $83.6K - $91.5K
6.51K $282K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
589
+ 8.31%
$100.59 - $103.47 $59.2K - $60.9K
7.68K $794K
FNDF
Schwab Fundamental Intl Large

ETFs
1.79K
+ 33.98%
$32.9 - $37.45 $58.9K - $67K
7.06K $255K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.21K
+ 0.88%
$24.79 - $25.26 $30.1K - $30.7K
139K $3.5M
SHV
Ishares Tr

ETFs
651
+ 2.63%
$110.11 - $110.51 $71.7K - $71.9K
25.4K $2.8M
KMI
Kinder Morgan, Inc.

Energy
48
+ 0.07%
$26.1 - $31.22 $1.25K - $1.5K
68.5K $1.96M
SIGI
Selective Insurance Group Inc

Financial Services
938
+ 29.43%
$78.49 - $95.48 $73.6K - $89.6K
4.13K $377K
WRB
Berkley W R Corp

Financial Services
287
+ 6.3%
$56.7 - $71.27 $16.3K - $20.5K
4.84K $344K
ESS
Essex Property Trust, Inc.

Real Estate
286
+ 38.13%
N/A
1.04K $282K
GRMN
Garmin LTD

Technology
307
+ 30.25%
$204.55 - $241.93 $62.8K - $74.3K
1.32K $287K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.02K
+ 2.11%
$21.77 - $22.25 $44.1K - $45K
97.9K $2.18M
VLO
Valero Energy Corp

Energy
44
+ 0.58%
$121.76 - $142.99 $5.36K - $6.29K
7.66K $1.01M
WBD
Warner Bros. Discovery, Inc.

Communication Services
5.5K
+ 3.55%
$9.47 - $11.46 $52.1K - $63K
161K $1.72M
GIS
General Mills Inc

Consumer Defensive
2.57K
+ 13.3%
$57.56 - $65.3 $148K - $168K
21.9K $1.31M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
777
+ 1.15%
$47.59 - $48.35 $37K - $37.6K
68.1K $3.29M
KSS
Kohls Corp

Consumer Cyclical
9.42K
+ 5814.2%
$8.06 - $14.12 $75.9K - $133K
9.58K $78K
ZS
Zscaler, Inc.

Technology
322
+ 47.35%
$181.66 - $216.87 $58.5K - $69.8K
1K $198K
DVN
Devon Energy Corp

Energy
403
+ 3.12%
$33.15 - $38.55 $13.4K - $15.5K
13.3K $497K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
5.47K
+ 53.35%
$16.57 - $18.85 $90.6K - $103K
15.7K $261K
INGR
Ingredion Inc

Consumer Defensive
575
+ 63.75%
$125.6 - $137.36 $72.2K - $79K
1.48K $199K
VT
Vanguard Total World Stk Index

ETFs
699
+ 19.35%
$115.08 - $123.97 $80.4K - $86.7K
4.31K $499K
CRWD
Crowd Strike Holdings, Inc.

Technology
66
+ 1.34%
$308.86 - $455.36 $20.4K - $30.1K
4.98K $1.75M
DD
Du Pont De Nemours, Inc.

Basic Materials
1.24K
+ 10.37%
$72.7 - $84.32 $90.1K - $105K
13.2K $985K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
735
+ 22.78%
$34.58 - $45.97 $25.4K - $33.8K
3.96K $182K
EXPD
Expeditors International Of Washington Inc

Industrials
80
+ 1.23%
$109.09 - $126.48 $8.73K - $10.1K
6.6K $793K
CTRA
Coterra Energy Inc.

Energy
290
+ 1.58%
$25.51 - $29.83 $7.4K - $8.65K
18.7K $540K
LYG
Lloyds Banking Group PLC

Financial Services
179
+ 0.28%
$2.58 - $3.9 $462 - $698
63.3K $241K
FAST
Fastenal CO

Industrials
416
+ 6.35%
$71.11 - $79.98 $29.6K - $33.3K
6.97K $540K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.39K
+ 91.16%
$49.69 - $50.76 $69.2K - $70.7K
2.92K $145K
CNP
Centerpoint Energy Inc

Utilities
1.29K
+ 27.16%
$30.87 - $36.25 $39.8K - $46.7K
6.04K $218K
FISV
Fiserv Inc

Technology
541
+ 7.54%
N/A
7.72K $966K
LEG
Leggett & Platt Inc

Consumer Cyclical
11K
+ 99.51%
$7.91 - $11.06 $86.7K - $121K
22K $173K
AIQ
Global X Funds Global X Artifi

ETFs
2.14K
+ 44.16%
$36.38 - $42.77 $78K - $91.7K
7K $254K
SPGI
S&P Global Inc.

Financial Services
92
+ 4.72%
$478.26 - $543.77 $44K - $50K
2.04K $1.04M
D
Dominion Energy, Inc

Utilities
309
+ 1.46%
$52.85 - $57.43 $16.3K - $17.7K
21.5K $1.21M
SHW
Sherwin Williams CO

Basic Materials
59
+ 1.25%
$330.16 - $365.55 $19.5K - $21.6K
4.78K $1.67M
AZO
Autozone Inc

Consumer Cyclical
1
+ 1.03%
$3193.96 - $3828.11 $3.19K - $3.83K
98 $373K
CRVL
Corvel Corp

Financial Services
560
+ 4000.0%
$103.48 - $128.46 $57.9K - $71.9K
574 $64K
FITB
Fifth Third Bancorp

Financial Services
2.17K
+ 28.65%
$37.48 - $44.96 $81.2K - $97.4K
9.73K $381K
DTE
Dte Energy CO

Utilities
130
+ 5.33%
$117.6 - $138.27 $15.3K - $18K
2.57K $355K
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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