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
AVY
Avery Dennison Corp

Industrials
1.1K
+ 127.56%
$186.26 - $220.48 $204K - $242K
1.96K $366K
JEF
Jefferies Financial Group Inc.

Financial Services
2K
+ 163.12%
$61.95 - $81.75 $124K - $163K
3.22K $252K
HPE
Hewlett Packard Enterprise CO

Technology
6.68K
+ 18.08%
$19.31 - $23.95 $129K - $160K
43.6K $931K
BALL
Ball Corp

Consumer Cyclical
3.43K
+ 338.4%
$54.84 - $67.94 $188K - $233K
4.44K $243K
COIN
Coinbase Global, Inc.

Technology
90
+ 4.14%
$163.17 - $343.62 $14.7K - $30.9K
2.27K $562K
GNTX
Gentex Corp

Consumer Cyclical
6.08K
+ 956.6%
$28.6 - $31.34 $174K - $191K
6.72K $193K
LRGF
Ishares Tr

ETFs
1.61K
+ 3.26%
$58.25 - $63.26 $93.8K - $102K
51.1K $3.08M
MEAR
Blackrock Short Maturity Munic

ETFs
3.52K
+ 93.85%
$49.94 - $50.28 $176K - $177K
7.28K $363K
SGOL
Abrdn Gold ETF Trust

ETFs
6.95K
+ 93.64%
$24.46 - $26.62 $170K - $185K
14.4K $359K
WELL
Welltower Inc.

Real Estate
1.42K
+ 38.66%
$123.11 - $139.3 $174K - $197K
5.08K $640K
RGTI
Rigetti Computing, Inc.

Technology
1.5K
+ 14.89%
$0.74 - $17.08 $1.11K - $25.7K
11.6K $178K
XLY
Select Sector Spdr Consumer Di

ETFs
312
+ 7.58%
$194.8 - $239.43 $60.8K - $74.7K
4.43K $993K
SOUN
Soundhound Ai, Inc.

Technology
3.91K
+ 65.15%
$4.51 - $24.23 $17.6K - $94.7K
9.91K $196K
GM
General Motors CO

Consumer Cyclical
1.64K
+ 17.85%
$44.82 - $60.2 $73.5K - $98.7K
10.8K $576K
PCG
Pg&E Corp

Utilities
2.72K
+ 1.01%
$19.2 - $21.63 $52.1K - $58.7K
272K $5.48M
IFF
International Flavors & Fragrances Inc

Basic Materials
2.07K
+ 319.57%
$83.96 - $106.19 $174K - $220K
2.72K $230K
VT
Vanguard Total World Stk Index

ETFs
1.41K
+ 63.88%
$117.09 - $123.07 $165K - $173K
3.61K $424K
DFS
Discover Financial Services

Financial Services
12
+ 0.25%
$136.3 - $182.67 $1.64K - $2.19K
4.82K $834K
GDV
Gabelli Dividend & Income Trust

Financial Services
6.64K
+ 183.04%
$23.77 - $25.59 $158K - $170K
10.3K $247K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
534
+ 32.29%
$229.83 - $258.46 $123K - $138K
2.19K $540K
FLEX
Flex Ltd.

Technology
3.27K
+ 55.01%
$32.52 - $41.3 $106K - $135K
9.22K $354K
ALL
Allstate Corp

Financial Services
562
+ 3.85%
$181.25 - $208.2 $102K - $117K
15.1K $2.92M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
328
+ 1.16%
$89.97 - $98.59 $29.5K - $32.3K
28.6K $2.71M
WRB
Berkley W R Corp

Financial Services
2.56K
+ 128.55%
$56.48 - $64.94 $145K - $166K
4.56K $266K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
7.71K
+ 8.62%
$22.72 - $23.0 $175K - $177K
97.2K $2.22M
IDXX
Idexx Laboratories Inc

Healthcare
572
+ 61.18%
$406.92 - $495.42 $233K - $283K
1.51K $623K
PWR
Quanta Services, Inc.

Industrials
394
+ 27.21%
$296.05 - $346.6 $117K - $137K
1.84K $582K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.94K
+ 2210.51%
$22.63 - $47.53 $157K - $330K
7.26K $164K
PFS
Provident Financial Services Inc

Financial Services
7.91K
+ 35936.36%
$17.64 - $21.86 $139K - $173K
7.93K $149K
BNDX
Vanguard Total International B

ETFs
3.44K
+ 20.91%
$48.91 - $50.61 $168K - $174K
19.9K $976K
SMR
Nuscale Power Corp

Industrials
7.82K
+ 781.5%
$11.69 - $30.21 $91.4K - $236K
8.82K $158K
PGR
Progressive Corp

Financial Services
1.04K
+ 14.26%
$239.6 - $268.88 $250K - $280K
8.36K $2M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.81K
+ 194.94%
$51.54 - $52.55 $145K - $148K
4.25K $219K
PANW
Palo Alto Networks Inc

Technology
4.18K
+ 108.17%
$181.96 - $405.9 $761K - $1.7M
8.05K $1.46M
EBAY
Ebay Inc

Consumer Cyclical
2.57K
+ 45.52%
$57.51 - $67.17 $148K - $173K
8.23K $509K
REET
Ishares Global Reit ETF

ETFs
5.79K
+ 57930.0%
$23.43 - $26.54 $136K - $154K
5.8K $139K
MTCH
Match Group, Inc.

Communication Services
4.38K
+ 432.31%
$30.29 - $38.64 $133K - $169K
5.39K $176K
CMA
Comerica Inc

Financial Services
2.18K
+ 290.67%
$57.88 - $72.73 $126K - $159K
2.93K $181K
IRDM
Iridium Communications Inc.

Communication Services
4.78K
+ 491.86%
$27.32 - $33.54 $130K - $160K
5.75K $166K
CAH
Cardinal Health Inc

Healthcare
973
+ 34.77%
$107.89 - $125.33 $105K - $122K
3.77K $445K
FE
Firstenergy Corp

Utilities
3.57K
+ 292.69%
$39.14 - $44.52 $140K - $159K
4.78K $190K
ABC
Amerisourcebergen Corp

Healthcare
731
+ 43.72%
N/A
2.4K $444K
INTA
Intapp, Inc.

Technology
2.1K
+ 11650.0%
$43.86 - $70.0 $92K - $147K
2.12K $135K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.78K
+ 20.54%
$81.68 - $82.93 $145K - $148K
10.4K $855K
IYK
Ishares U.S. Consumer Staples

ETFs
2.06K
+ 836.18%
$65.32 - $70.92 $134K - $146K
2.3K $151K
XLP
Consumer Staples Sector Spdr

ETFs
1.76K
+ 20.24%
N/A
10.4K $794K
ALK
Alaska Air Group, Inc.

Industrials
1.19K
+ 41.04%
$42.48 - $67.6 $50.4K - $80.2K
4.08K $263K
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.51K
+ 30.06%
$90.66 - $99.46 $137K - $150K
6.55K $595K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.54K
+ 65.8%
$89.9 - $100.66 $139K - $155K
3.89K $351K
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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