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
UAL
United Airlines Holdings, Inc.

Industrials
3.82K
+ 54.49%
$56.15 - $84.23 $215K - $322K
10.8K $863K
URA
Global X Uranium ETF

ETFs
9.6K
+ 2883.48%
$20.26 - $38.81 $195K - $373K
9.94K $385K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.07K
+ 8.94%
$45.98 - $56.15 $141K - $173K
37.4K $2.1M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
26.2K
+ 244.79%
$11.71 - $13.88 $306K - $363K
36.9K $511K
BP
Bp PLC

Energy
15.8K
+ 59.61%
$26.11 - $33.81 $412K - $533K
42.2K $1.26M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
31K
+ 4678.88%
$11.35 - $12.45 $352K - $386K
31.7K $377K
MGK
Vanguard Mega Cap Growth ETF

ETFs
432
+ 12.03%
$273.67 - $366.17 $118K - $158K
4.02K $1.47M
NBIX
Neurocrine Biosciences Inc

Healthcare
2.85K
+ 2107.41%
$87.54 - $128.18 $249K - $365K
2.98K $374K
HPE
Hewlett Packard Enterprise CO

Technology
6.01K
+ 13.25%
$12.51 - $20.45 $75.2K - $123K
51.4K $1.05M
PFBC
Preferred Bank

Financial Services
4K
+ 36363.64%
$75.32 - $87.67 $301K - $351K
4.01K $347K
JPIN
Jp Morgan Diversified Return I

ETFs
40
+ 0.08%
$52.18 - $64.25 $2.09K - $2.57K
48.8K $3.13M
CTVA
Corteva, Inc.

Basic Materials
2.21K
+ 14.43%
$55.52 - $74.53 $123K - $165K
17.5K $1.31M
DTE
Dte Energy CO

Utilities
2.67K
+ 104.09%
$127.39 - $139.49 $341K - $373K
5.24K $694K
UITB
Usaa ETF Tr Core Intermediate

ETFs
5.66K
+ 1.05%
$45.95 - $47.33 $260K - $268K
546K $25.7M
GGG
Graco Inc

Industrials
3.89K
+ 836.99%
$74.02 - $87.26 $288K - $340K
4.36K $374K
COP
Conocophillips

Energy
8.86K
+ 29.44%
$82.66 - $106.1 $732K - $940K
38.9K $3.49M
SOXX
Ishares Semiconductor ETF

ETFs
110
+ 1.81%
$154.86 - $239.07 $17K - $26.3K
6.19K $1.48M
CASY
Caseys General Stores Inc

Consumer Cyclical
555
+ 84.86%
$415.82 - $510.91 $231K - $284K
1.21K $616K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.51K
+ 98.57%
$99.37 - $134.05 $348K - $470K
7.07K $801K
GBIL
Goldman Sachs Access Treasury

ETFs
3.27K
+ 1718.95%
$99.83 - $100.19 $326K - $327K
3.46K $346K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
9.99K
+ 6571.05%
$29.44 - $33.91 $294K - $339K
10.1K $331K
FL
Foot Locker, Inc.

Consumer Cyclical
13.3K
+ 24601.85%
$11.12 - $24.5 $148K - $325K
13.3K $326K
IR
Ingersoll Rand Inc.

Industrials
3.74K
+ 85.3%
$66.75 - $84.94 $249K - $317K
8.12K $675K
TTD
Trade Desk, Inc.

Technology
3.22K
+ 60.84%
$45.27 - $79.4 $146K - $256K
8.52K $612K
CTSH
Cognizant Technology Solutions Corp

Technology
4.06K
+ 144.99%
$66.47 - $81.81 $270K - $332K
6.87K $535K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
11.7K
+ 8.43%
$24.94 - $25.42 $292K - $297K
150K $3.82M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
22
+ 0.03%
$30.87 - $39.17 $679 - $862
75K $2.94M
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
17.9K
+ 1331.07%
$14.86 - $17.74 $265K - $317K
19.2K $340K
INTC
Intel Corp

Technology
17.6K
+ 6.88%
$18.13 - $22.69 $320K - $400K
274K $6.14M
IQDF
Flexshares International Quali

ETFs
474
+ 0.34%
$22.1 - $27.31 $10.5K - $12.9K
140K $3.79M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
9.42K
+ 2.24%
$24.66 - $25.17 $232K - $237K
431K $10.8M
CNC
Centene Corp

Healthcare
6.27K
+ 142.9%
$53.4 - $64.29 $335K - $403K
10.7K $578K
MLM
Martin Marietta Materials Inc

Basic Materials
432
+ 40.56%
$452.51 - $568.19 $195K - $245K
1.5K $821K
XLE
Energy Sector Spdr

ETFs
7.9K
+ 18.84%
$76.44 - $94.13 $604K - $744K
49.8K $4.23M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
143
+ 3.54%
$299.15 - $396.54 $42.8K - $56.7K
4.18K $1.66M
MMM
3 M CO

Industrials
751
+ 2.12%
$126.09 - $154.15 $94.7K - $116K
36.2K $5.51M
EEM
Ishares Msci Emerging Markets

ETFs
3.29K
+ 10.2%
$38.52 - $48.28 $127K - $159K
35.6K $1.72M
URI
United Rentals, Inc.

Industrials
270
+ 35.43%
$551.94 - $753.4 $149K - $203K
1.03K $777K
KRG
Kite Realty Group Trust

Real Estate
13.1K
+ 353.44%
$19.53 - $23.3 $256K - $306K
16.8K $381K
TRGP
Targa Resources Corp.

Energy
1.81K
+ 287.58%
$157.32 - $205.72 $284K - $372K
2.43K $423K
TPR
Tapestry, Inc.

Consumer Cyclical
705
+ 5.27%
$60.6 - $87.81 $42.7K - $61.9K
14.1K $1.24M
EUSB
Ishares Tr Esg Advanced Total

Technology
5.52K
+ 2.51%
$42.54 - $43.56 $235K - $240K
225K $9.81M
AZO
Autozone Inc

Consumer Cyclical
80
+ 81.63%
$3478.38 - $3880.15 $278K - $310K
178 $660K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
777
+ 0.44%
$36.02 - $41.92 $28K - $32.6K
178K $7.47M
MCHP
Microchip Technology Inc

Technology
2.31K
+ 41.84%
$35.34 - $71.6 $81.5K - $165K
7.82K $550K
PII
Polaris Inc.

Consumer Cyclical
6.98K
+ 577.11%
$31.97 - $42.61 $223K - $298K
8.19K $333K
VT
Vanguard Total World Stk Index

ETFs
1.75K
+ 40.62%
$103.16 - $128.52 $181K - $225K
6.06K $779K
BALT
Innovator Etfs Tr
8.15K
+ 31.69%
$30.33 - $32.1 $247K - $261K
33.9K $1.09M
KR
Kroger CO

Consumer Defensive
1.88K
+ 5.41%
$64.62 - $74.0 $121K - $139K
36.6K $2.62M
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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