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
A
Agilent Technologies, Inc.

Healthcare
2.36K
+ 55.09%
$125.69 - $146.56 $297K - $346K
6.65K $892K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
13.3K
+ 14.08%
$22.1 - $22.59 $295K - $301K
108K $2.4M
NWN
Northwest Natural Holding CO

Utilities
6.42K
+ 3414.89%
$38.42 - $43.85 $247K - $282K
6.61K $261K
PAYX
Paychex Inc

Industrials
1.38K
+ 14.71%
$135.86 - $148.73 $188K - $206K
10.8K $1.51M
AEP
American Electric Power CO Inc

Utilities
4K
+ 34.52%
$90.91 - $102.21 $364K - $409K
15.6K $1.44M
HRL
Hormel Foods Corp

Consumer Defensive
7.97K
+ 105.03%
$29.21 - $33.55 $233K - $268K
15.6K $488K
WPM
Wheaton Precious Metals Corp.

Basic Materials
4.47K
+ 411.89%
$56.08 - $68.53 $251K - $306K
5.55K $312K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
218
+ 5.98%
$173.13 - $258.09 $37.7K - $56.3K
3.86K $890K
LMT
Lockheed Martin Corp

Industrials
3.32K
+ 23.84%
$479.66 - $614.62 $1.59M - $2.04M
17.2K $8.37M
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.53K
+ 1521.08%
$94.77 - $97.36 $239K - $246K
2.69K $256K
TTD
Trade Desk, Inc.

Technology
1.73K
+ 46.33%
$108.7 - $139.51 $188K - $242K
5.47K $642K
SYY
Sysco Corp

Consumer Defensive
3.17K
+ 46.36%
$73.63 - $81.77 $233K - $259K
10K $764K
ECL
Ecolab Inc.

Basic Materials
1.14K
+ 64.47%
$234.32 - $261.43 $266K - $297K
2.9K $679K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
4.49K
+ 668.15%
$50.0 - $50.27 $225K - $226K
5.16K $258K
AJG
Arthur J. Gallagher & Co.

Financial Services
763
+ 25.89%
$278.49 - $315.16 $212K - $240K
3.71K $1.05M
EVRG
Evergy, Inc.

Utilities
3.65K
+ 84.56%
$59.06 - $65.0 $216K - $238K
7.98K $490K
KHC
Kraft Heinz CO

Consumer Defensive
9.14K
+ 67.3%
$30.1 - $36.02 $275K - $329K
22.7K $697K
CATH
Global X Fds Global X S&P 500

ETFs
2.15K
+ 4.79%
$68.5 - $73.81 $147K - $159K
47K $3.33M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
2.54K
+ 825.65%
$76.53 - $94.19 $195K - $240K
2.85K $243K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
13.8K
+ 23.62%
$26.63 - $30.23 $367K - $417K
72.1K $1.92M
CDNS
Cadence Design Systems Inc

Technology
645
+ 83.01%
$249.1 - $324.54 $161K - $209K
1.42K $427K
COP
Conocophillips

Energy
3.37K
+ 17.13%
$95.12 - $114.72 $321K - $387K
23.1K $2.29M
MGC
Vanguard Mega Cap ETF

ETFs
992
+ 335.14%
$204.21 - $220.18 $203K - $218K
1.29K $273K
EOG
Eog Resources Inc

Energy
1.74K
+ 22.99%
$118.22 - $136.54 $206K - $238K
9.33K $1.14M
MRVL
Marvell Technology, Inc.

Technology
494
+ 12.15%
$70.31 - $124.78 $34.7K - $61.6K
4.56K $503K
BP
Bp PLC

Energy
7.75K
+ 66.8%
$28.16 - $33.14 $218K - $257K
19.3K $571K
CCL
Carnival Corp

Consumer Cyclical
4K
+ 24.3%
$17.34 - $26.8 $69.4K - $107K
20.5K $510K
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.99K
+ 127.75%
$128.36 - $186.0 $255K - $370K
3.55K $456K
PKW
Invesco Exchange Traded Fd Tr

ETFs
1.76K
+ 165.5%
$114.02 - $125.22 $200K - $220K
2.82K $324K
SAP
Sap Se

Technology
680
+ 33.45%
$218.13 - $255.54 $148K - $174K
2.71K $667K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.94K
+ 33.16%
$67.29 - $73.38 $265K - $289K
15.8K $1.07M
SCI
Service Corp International

Consumer Cyclical
2.49K
+ 187.26%
$73.36 - $88.6 $182K - $220K
3.81K $304K
RKLB
Rocket Lab Usa, Inc.

Industrials
1.95K
+ 20.52%
$9.23 - $28.44 $18K - $55.3K
11.4K $291K
VCR
Vanguard Consumer Discretionar

ETFs
446
+ 49.06%
$328.51 - $401.37 $147K - $179K
1.36K $508K
CGDV
Capital Group Divid Value ETF

ETFs
10.1K
+ 7.53%
$35.16 - $37.12 $356K - $376K
145K $5.1M
PWZ
Invesco California Amt Free Mu

ETFs
11.3K
+ 5.22%
$24.49 - $25.25 $278K - $286K
229K $5.65M
MTD
Mettler Toledo International Inc

Healthcare
169
+ 367.39%
$1160.67 - $1498.12 $196K - $253K
215 $263K
SPGI
S&P Global Inc.

Financial Services
446
+ 29.63%
$480.36 - $529.17 $214K - $236K
1.95K $971K
APD
Air Products & Chemicals, Inc.

Basic Materials
743
+ 24.97%
$285.5 - $335.62 $212K - $249K
3.72K $1.08M
VDE
Vanguard Energy ETF

ETFs
1.65K
+ 34.09%
$116.67 - $136.78 $192K - $225K
6.47K $784K
ZG
Zillow Group, Inc.

Communication Services
2.66K
+ 585.46%
$56.08 - $82.33 $149K - $219K
3.11K $220K
KD
Kyndryl Holdings, Inc.

Technology
3.49K
+ 57.09%
$22.43 - $35.79 $78.2K - $125K
9.59K $331K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
19.2K
+ 3.93%
$23.42 - $24.25 $450K - $466K
508K $12M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
29.9K
+ 11.04%
$58.88 - $64.8 $1.76M - $1.94M
301K $17.7M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
4.95K
+ 24.08%
$40.26 - $42.88 $199K - $212K
25.5K $1.03M
DVN
Devon Energy Corp

Energy
6.83K
+ 112.3%
$30.52 - $42.96 $208K - $293K
12.9K $422K
IVZ
Invesco Ltd.

Financial Services
10.5K
+ 438.63%
$16.78 - $18.63 $177K - $196K
12.9K $225K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
380
+ 113.43%
$260.53 - $404.79 $99K - $154K
715 $273K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
8.53K
+ 899.37%
$21.25 - $22.07 $181K - $188K
9.47K $202K
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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