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
CL
Colgate Palmolive CO

Consumer Defensive
8K
+ 41.47%
$87.57 - $96.0 $700K - $768K
27.3K $2.48M
TNA
Direxion Daily Small Cap Bull

ETFs
20K
+ 1000000.0%
$19.12 - $33.54 $382K - $671K
20K $670K
MAA
Mid America Apartment Communities Inc.

Real Estate
7.48K
+ 33.06%
$145.91 - $168.0 $1.09M - $1.26M
30.1K $4.46M
DFAE
Dimensional ETF Tr

ETFs
12.7K
+ 13.18%
$22.87 - $28.95 $291K - $368K
109K $3.16M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
12.9K
+ 15.12%
$49.18 - $50.17 $632K - $645K
97.9K $4.91M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.06K
+ 168.52%
$179.95 - $278.88 $371K - $575K
3.28K $915K
TOWN
Towne Bank (Va)

Financial Services
19K
+ 3572.37%
$30.4 - $35.29 $578K - $671K
19.5K $667K
WEC
Wec Energy Group, Inc.

Utilities
7.81K
+ 22.0%
$102.24 - $109.76 $798K - $857K
43.3K $4.51M
DX
Dynex Capital Inc

Real Estate
52.6K
+ 18921.94%
$11.13 - $12.99 $585K - $683K
52.9K $646K
HYMU
Blackrock ETF Tr Ii High Yield
27.9K
+ 583.16%
N/A
32.7K $749K
BK
Bank Of New York Mellon Corp

Financial Services
4.92K
+ 18.57%
$73.31 - $91.62 $360K - $450K
31.4K $2.86M
ACN
Accenture PLC

Technology
2.93K
+ 16.11%
$279.23 - $323.21 $819K - $948K
21.1K $6.32M
PFF
Ishares Trust Ishares Pfd And

ETFs
20.7K
+ 24.52%
$29.0 - $30.68 $601K - $636K
105K $3.23M
ESS
Essex Property Trust, Inc.

Real Estate
2.28K
+ 220.37%
N/A
3.32K $905K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
6.28K
+ 19615.63%
$78.85 - $101.3 $495K - $636K
6.31K $622K
LEN
Lennar Corp

Consumer Cyclical
5.69K
+ 179.54%
$102.76 - $115.66 $584K - $658K
8.85K $979K
FNDX
Schwab Fundamental U S Large C

ETFs
19.2K
+ 12.47%
$20.84 - $24.54 $400K - $472K
173K $4.25M
XLU
Utilities Sector Spdr

ETFs
5.23K
+ 7.83%
$73.09 - $82.77 $382K - $433K
72K $5.88M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.85K
+ 4.41%
$166.82 - $194.23 $308K - $359K
43.7K $8.49M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
581
+ 0.5%
$59.24 - $71.39 $34.4K - $41.5K
117K $8.31M
ENB
Enbridge Inc

Energy
11.9K
+ 17.35%
$41.09 - $47.16 $489K - $561K
80.5K $3.65M
AIG
American International Group, Inc.

Financial Services
7.1K
+ 132.58%
$77.56 - $87.72 $551K - $623K
12.5K $1.07M
MDT
Medtronic PLC

Healthcare
8.05K
+ 21.28%
$80.68 - $88.86 $649K - $715K
45.9K $4M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.52K
+ 77.9%
$421.16 - $509.5 $638K - $772K
3.46K $1.54M
NVO
Novo Nordisk A S

Healthcare
8.85K
+ 28.71%
$58.08 - $81.05 $514K - $717K
39.7K $2.74M
STLD
Steel Dynamics Inc

Basic Materials
5.99K
+ 119.32%
N/A
11K $1.08M
TRV
Travelers Companies, Inc.

Financial Services
2.1K
+ 33.03%
$233.83 - $276.34 $491K - $581K
8.46K $2.26M
JCI
Johnson Controls International PLC

Industrials
3.97K
+ 62.94%
$71.14 - $105.62 $282K - $419K
10.3K $1.08M
GTY
Getty Realty Corp

Real Estate
20.9K
+ 6425.77%
$27.38 - $30.93 $574K - $648K
21.3K $588K
PAVE
Global X Fds Us Infrastructure

ETFs
1.66K
+ 1.92%
$33.78 - $43.68 $56K - $72.4K
88K $3.84M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.68K
+ 39.54%
$219.76 - $276.94 $369K - $465K
5.93K $1.64M
AFL
Aflac Inc

Financial Services
6.98K
+ 23.92%
$99.77 - $112.45 $696K - $785K
36.2K $3.81M
JEPI
J P Morgan Exchange Traded Fd

ETFs
15.7K
+ 1.39%
$51.14 - $57.0 $803K - $895K
1.14M $65M
TWLO
Twilio Inc

Communication Services
4.17K
+ 286.33%
$81.34 - $124.36 $339K - $518K
5.63K $699K
BTI
British American Tobacco P.L.C.

Consumer Defensive
11.1K
+ 231.72%
$39.43 - $49.34 $438K - $548K
15.9K $752K
IBB
Ishares Biotechnology ETF

ETFs
4.31K
+ 246.6%
$112.02 - $129.0 $483K - $556K
6.06K $766K
MCK
Mckesson Corp

Healthcare
294
+ 5.4%
$652.83 - $732.78 $192K - $215K
5.74K $4.21M
LRN
Stride, Inc.

Consumer Defensive
3.72K
+ 6408.62%
$124.45 - $160.72 $463K - $597K
3.78K $548K
CNM
Core & Main, Inc.

Industrials
8.91K
+ 6188.19%
$44.53 - $60.36 $397K - $538K
9.06K $546K
RGLD
Royal Gold Inc

Basic Materials
2.86K
+ 129.57%
$155.48 - $186.71 $445K - $534K
5.07K $901K
USA
Liberty All Star Equity Fund

Financial Services
78.9K
+ 2809.83%
$5.9 - $6.81 $466K - $537K
81.7K $556K
NOC
Northrop Grumman Corp

Industrials
1.19K
+ 23.89%
$456.3 - $540.39 $543K - $644K
6.18K $3.09M
DOCU
Docusign, Inc.

Technology
6.85K
+ 807.3%
$70.35 - $93.84 $482K - $643K
7.7K $599K
IYW
Ishares Dj Us Tech ETF

ETFs
1.5K
+ 18.44%
$122.57 - $173.27 $183K - $259K
9.61K $1.66M
TT
Trane Technologies PLC

Industrials
590
+ 22.28%
$315.21 - $437.41 $186K - $258K
3.24K $1.42M
HEI
Heico Corp

Industrials
1.46K
+ 215.19%
$236.44 - $328.0 $345K - $479K
2.14K $700K
IJK
Ishares S&P Midcap 400 Growth

ETFs
5.13K
+ 77.57%
$73.7 - $90.98 $378K - $467K
11.7K $1.07M
FCX
Freeport Mcmoran Inc

Basic Materials
10.3K
+ 82.02%
$29.15 - $44.46 $300K - $458K
22.9K $991K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
59.5K
+ 6259.89%
$7.2 - $8.65 $428K - $514K
60.4K $522K
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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