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
APH
Amphenol Corp

Technology
1.08K
+ 13.43%
$61.62 - $78.55 $66.8K - $85.1K
9.16K $600K
BGSF
Bgsf, Inc.

Industrials
19.5K
+ 97.99%
$3.37 - $5.92 $65.7K - $115K
39.4K $144K
FNDC
Schwab Fundamental Intl Small

ETFs
1.01K
+ 47.8%
$33.34 - $37.44 $33.6K - $37.7K
3.12K $112K
VALE
Vale S.A.

Basic Materials
3.81K
+ 233.74%
$8.5 - $10.19 $32.4K - $38.8K
5.44K $54K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
2.67K
+ 677.41%
$16.25 - $41.86 $43.4K - $112K
3.06K $56K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
222
+ 12.05%
$98.98 - $113.18 $22K - $25.1K
2.07K $233K
JCI
Johnson Controls International PLC

Industrials
390
+ 6.6%
$76.12 - $90.6 $29.7K - $35.3K
6.3K $504K
DGX
Quest Diagnostics Inc

Healthcare
273
+ 26.05%
N/A
1.32K $181K
COF
Capital One Financial Corp

Financial Services
178
+ 3.48%
$163.87 - $209.82 $29.2K - $37.3K
5.29K $947K
GPC
Genuine Parts CO

Consumer Cyclical
247
+ 7.28%
$115.91 - $129.02 $28.6K - $31.9K
3.64K $433K
EWL
Ishares Inc Msci Switzerlnd

ETFs
613
+ 71.36%
$45.85 - $53.59 $28.1K - $32.9K
1.47K $76K
ALHC
Alignment Healthcare, Inc.

Healthcare
287
+ 6.91%
$11.32 - $18.62 $3.25K - $5.34K
4.44K $82K
CGGR
Capital Group Growth ETF Shs C

ETFs
12K
+ 9.35%
$33.98 - $39.84 $407K - $477K
140K $4.8M
DINO
Hf Sinclair Corp

Energy
1.13K
+ 553.92%
$30.66 - $38.48 $34.6K - $43.5K
1.33K $43K
VOD
Vodafone Group Public LTD CO

Communication Services
1.33K
+ 4.91%
$8.05 - $9.86 $10.7K - $13.1K
28.4K $266K
VO
Vanguard Mid Cap ETF

ETFs
29.3K
+ 2.14%
$251.87 - $277.95 $7.38M - $8.14M
1.4M $362M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
431
+ 828.85%
$79.96 - $87.71 $34.5K - $37.8K
483 $39K
CMS
Cms Energy Corp

Utilities
258
+ 15.79%
$64.99 - $75.11 $16.8K - $19.4K
1.89K $142K
MUR
Murphy Oil Corp

Energy
1.24K
+ 246.63%
$24.02 - $33.9 $29.9K - $42.1K
1.75K $49K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
1.22K
+ 12.68%
$12.89 - $15.19 $15.7K - $18.5K
10.8K $160K
TRGP
Targa Resources Corp.

Energy
116
+ 22.66%
$178.44 - $217.22 $20.7K - $25.2K
628 $125K
TDG
Trans Digm Group Inc

Industrials
1
+ 0.36%
$1251.32 - $1394.11 $1.25K - $1.39K
282 $390K
WSO
Watsco Inc

Industrials
48
+ 17.65%
$463.86 - $530.75 $22.3K - $25.5K
320 $162K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
371
+ 3.76%
$30.38 - $34.94 $11.3K - $13K
10.2K $350K
APA
Apa Corp

Energy
1.7K
+ 122.51%
$18.54 - $25.45 $31.5K - $43.2K
3.08K $64K
BR
Broadridge Financial Solutions, Inc.

Technology
41
+ 2.98%
$221.46 - $244.83 $9.08K - $10K
1.42K $343K
HSBC
Hsbc Holdings PLC

Financial Services
364
+ 24.93%
$48.68 - $61.58 $17.7K - $22.4K
1.82K $104K
MOH
Molina Healthcare, Inc.

Healthcare
78
+ 52.0%
$266.57 - $333.27 $20.8K - $26K
228 $75K
MCO
Moodys Corp

Financial Services
84
+ 8.39%
$437.8 - $527.48 $36.8K - $44.3K
1.09K $505K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
21
+ 58.33%
$1227.6 - $1458.46 $25.8K - $30.6K
57 $76K
XRAY
Dentsply Sirona Inc.

Healthcare
2.52K
+ 175.77%
$14.93 - $20.31 $37.6K - $51.1K
3.95K $58K
DG
Dollar General Corp

Consumer Defensive
164
+ 12.1%
$68.44 - $87.93 $11.2K - $14.4K
1.52K $133K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
1.25K
+ 421.28%
$23.61 - $24.38 $29.4K - $30.4K
1.54K $37K
HAS
Hasbro, Inc.

Consumer Cyclical
449
+ 93.15%
$56.16 - $69.06 $25.2K - $31K
931 $57K
HEI
Heico Corp

Industrials
44
+ 6.94%
$219.6 - $270.85 $9.66K - $11.9K
678 $181K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
3.85K
+ 81.69%
$7.89 - $8.07 $30.4K - $31.1K
8.57K $68K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
1.35K
+ 95.2%
$21.77 - $22.56 $29.3K - $30.4K
2.76K $62K
WSBC
Wesbanco Inc

Financial Services
1.12K
+ 45.36%
$30.36 - $37.08 $34K - $41.5K
3.59K $111K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
363
+ 6.48%
$55.76 - $59.54 $20.2K - $21.6K
5.96K $346K
DOX
Amdocs LTD

Technology
213
+ 13.18%
$82.21 - $92.02 $17.5K - $19.6K
1.83K $167K
BC
Brunswick Corp

Consumer Cyclical
547
+ 4972.73%
$53.49 - $70.51 $29.3K - $38.6K
558 $30K
IDXX
Idexx Laboratories Inc

Healthcare
48
+ 3.19%
$406.29 - $469.04 $19.5K - $22.5K
1.56K $653K
IRBO
Ishares Robotics & Artificial

ETFs
930
+ 94.13%
N/A
1.92K $61K
SON
Sonoco Products CO

Consumer Cyclical
646
+ 152.0%
$44.71 - $49.22 $28.9K - $31.8K
1.07K $50K
AFG
American Financial Group Inc

Financial Services
254
+ 36.18%
$119.82 - $138.45 $30.4K - $35.2K
956 $125K
IBKR
Interactive Brokers Group, Inc.

Financial Services
268
+ 19.45%
$161.03 - $235.53 $43.2K - $63.1K
1.65K $272K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
407
+ 11.33%
$59.63 - $64.37 $24.3K - $26.2K
4K $248K
ROL
Rollins Inc

Consumer Cyclical
230
+ 11.02%
$45.65 - $54.03 $10.5K - $12.4K
2.32K $125K
VONG
Vanguard Russell 1000 Growth E

ETFs
653
+ 21.85%
$92.71 - $107.38 $60.5K - $70.1K
3.64K $337K
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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