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
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.65K
+ 1.52%
$22.11 - $22.43 $36.4K - $36.9K
110K $2.46M
MFC
Manulife Financial Corp

Financial Services
1.85K
+ 33.32%
$28.41 - $31.82 $52.7K - $59K
7.42K $231K
PFG
Principal Financial Group Inc

Financial Services
71
+ 0.9%
$76.34 - $89.04 $5.42K - $6.32K
7.94K $669K
EBAY
Ebay Inc

Consumer Cyclical
177
+ 2.15%
$61.61 - $70.93 $10.9K - $12.6K
8.4K $569K
SECT
Sector 10, Inc.

ETFs
1.65K
+ 25.63%
$50.98 - $57.8 $84.2K - $95.4K
8.09K $413K
ABC
Amerisourcebergen Corp

Healthcare
315
+ 13.11%
N/A
2.72K $503K
CSGP
Costar Group, Inc.

Real Estate
559
+ 28.67%
$69.29 - $80.37 $38.7K - $44.9K
2.51K $198K
ACWI
Ishares Msci Acwi ETF

ETFs
523
+ 24.02%
$115.16 - $124.13 $60.2K - $64.9K
2.7K $314K
SPOT
Spotify Technology S.A.

Communication Services
37
+ 9.95%
$457.79 - $648.32 $16.9K - $24K
409 $224K
EA
Electronic Arts Inc.

Communication Services
407
+ 53.41%
$116.53 - $146.29 $47.4K - $59.5K
1.17K $168K
TXN
Texas Instruments Inc

Technology
290
+ 0.23%
N/A
126K $24.6M
WST
West Pharmaceutical Services Inc

Healthcare
317
+ 229.71%
$199.11 - $347.87 $63.1K - $110K
455 $101K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
766
+ 64.53%
$75.92 - $84.67 $58.2K - $64.9K
1.95K $150K
HCA
Hca Healthcare, Inc.

Healthcare
64
+ 8.72%
$296.7 - $345.55 $19K - $22.1K
798 $275K
HUM
Humana Inc

Healthcare
192
+ 52.75%
$249.11 - $303.11 $47.8K - $58.2K
556 $147K
AMCR
Amcor PLC

Consumer Cyclical
4.65K
+ 16.44%
$9.33 - $10.39 $43.4K - $48.3K
33K $319K
CRDO
Credo Technology Group Holding LTD

Technology
1.92K
+ 216.82%
$39.45 - $85.5 $75.8K - $164K
2.81K $112K
AVNT
Avient Corp

Basic Materials
1.42K
+ 2450.0%
$36.91 - $44.21 $52.4K - $62.8K
1.48K $54K
MAIN
Main Street Capital Corp

Financial Services
1.24K
+ 14.04%
$54.71 - $63.1 $67.7K - $78.1K
10.1K $568K
OKTA
Okta, Inc.

Technology
92
+ 5.69%
$78.83 - $116.72 $7.25K - $10.7K
1.71K $179K
NFG
National Fuel Gas CO

Energy
231
+ 12.73%
$60.71 - $79.19 $14K - $18.3K
2.05K $161K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.71K
+ 1.19%
$49.25 - $50.66 $380K - $391K
657K $32.6M
CASY
Caseys General Stores Inc

Consumer Cyclical
64
+ 10.85%
$378.71 - $442.54 $24.2K - $28.3K
654 $283K
X
United States Steel Corp

Basic Materials
923
+ 69.04%
$30.47 - $43.0 $28.1K - $39.7K
2.26K $95K
RVNU
Xtrackers Municipal Infrastruc

ETFs
2.06K
+ 89.42%
$24.5 - $25.39 $50.5K - $52.4K
4.37K $107K
DFIP
Dimensional ETF Tr Inflation P

ETFs
185
+ 0.72%
$40.27 - $42.11 $7.45K - $7.79K
26K $1.09M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
3.19K
+ 171.61%
$12.61 - $14.92 $40.2K - $47.5K
5.04K $72K
PII
Polaris Inc.

Consumer Cyclical
1.19K
+ 7462.5%
$40.9 - $58.36 $48.8K - $69.7K
1.21K $49K
BRO
Brown & Brown, Inc.

Financial Services
257
+ 36.56%
$100.54 - $124.4 $25.8K - $32K
960 $119K
LCNB
Lcnb Corp

Financial Services
3.29K
+ 100.0%
$14.32 - $15.76 $47K - $51.8K
6.57K $97K
VTR
Ventas, Inc.

Real Estate
295
+ 10.5%
$56.9 - $70.47 $16.8K - $20.8K
3.11K $213K
WLK
Westlake Corp

Basic Materials
537
+ 139.48%
$99.12 - $119.16 $53.2K - $64K
922 $92K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
851
+ 82.62%
$58.38 - $64.16 $49.7K - $54.6K
1.88K $111K
ES
Eversource Energy

Utilities
61
+ 0.66%
$55.63 - $63.8 $3.39K - $3.89K
9.35K $580K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
321
+ 45.92%
$186.55 - $250.04 $59.9K - $80.3K
1.02K $205K
PEG
Public Service Enterprise Group Inc

Utilities
849
+ 7.83%
$78.2 - $90.39 $66.4K - $76.7K
11.7K $962K
VRSN
Verisign Inc

Technology
94
+ 19.62%
$205.1 - $254.74 $19.3K - $23.9K
573 $145K
GCOR
Goldman Sachs ETF Tr Access U

ETFs
1.01K
+ 29.48%
$39.88 - $41.33 $40.1K - $41.6K
4.42K $182K
LNC
Lincoln National Corp

Financial Services
662
+ 12.92%
$30.06 - $39.23 $19.9K - $26K
5.78K $207K
FNDA
Schwab Fundamental U S Small C

ETFs
2.12K
+ 38.12%
$26.87 - $30.99 $57K - $65.7K
7.68K $210K
VRSK
Verisk Analytics, Inc.

Industrials
30
+ 1.85%
$268.63 - $301.33 $8.06K - $9.04K
1.65K $490K
FIS
Fidelity National Information Services, Inc.

Technology
801
+ 30.18%
$68.12 - $83.42 $54.6K - $66.8K
3.46K $258K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
554
+ 33.23%
$53.69 - $62.68 $29.7K - $34.7K
2.22K $133K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
1.47K
+ 136.68%
$28.11 - $30.42 $41.4K - $44.8K
2.55K $74K
VDC
Vanguard Consumer Staples ETF

ETFs
48
+ 1.11%
$206.54 - $226.16 $9.91K - $10.9K
4.39K $960K
FLO
Flowers Foods Inc

Consumer Defensive
2.25K
+ 904.82%
$18.05 - $20.78 $40.7K - $46.8K
2.5K $47K
HII
Huntington Ingalls Industries, Inc.

Industrials
193
+ 151.97%
$159.75 - $208.61 $30.8K - $40.3K
320 $65K
OC
Owens Corning

Industrials
380
+ 86.56%
$137.83 - $191.19 $52.4K - $72.7K
819 $116K
LKQ
Lkq Corp

Consumer Cyclical
679
+ 32.35%
$36.24 - $44.05 $24.6K - $29.9K
2.78K $118K
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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