Allworth Financial LP New Holdings in Q1 2025

Allworth Financial LP

  • $17.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
12
New
$67.41 - $69.37 $809 - $832
12 $0
Upstream Bio Inc
185
New
N/A
185 $0
TYRA
Tyra Biosciences, Inc.

Healthcare
100
New
$9.3 - $16.73 $930 - $1.67K
100 $0
TNET
Trinet Group, Inc.

Industrials
10
New
$66.51 - $95.72 $665 - $957
10 $0
Skyward Specialty Ins Group
3
New
N/A
3 $0
SMPL
Simply Good Foods CO

Consumer Defensive
13
New
$32.98 - $39.5 $429 - $514
13 $0
RVLV
Revolve Group, Inc.

Consumer Cyclical
15
New
$21.26 - $33.75 $319 - $506
15 $0
RELY
Remitly Global, Inc.

Technology
44
New
$19.49 - $27.14 $858 - $1.19K
44 $0
RM
Regional Management Corp.

Financial Services
20
New
$28.98 - $36.94 $580 - $739
20 $0
RGNX
Regenxbio Inc.

Healthcare
65
New
$5.92 - $8.7 $385 - $566
65 $0
RDVT
Red Violet, Inc.

Technology
12
New
$33.88 - $43.16 $407 - $518
12 $0
Rapport Therapeutics Inc
15
New
N/A
15 $0
PACK
Ranpak Holdings Corp.

Consumer Cyclical
93
New
$5.39 - $8.43 $501 - $784
93 $0
RXT
Rackspace Technology, Inc.

Technology
328
New
$1.65 - $2.96 $541 - $971
328 $0
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
0
New
$14.27 - $15.19 $0 - $0
0 $0
NX
Quanex Building Products Corp

Industrials
12
New
$18.54 - $24.18 $222 - $290
12 $0
Qiagen Nv
306
New
N/A
306 $0
Proshares Tr
127
New
N/A
127 $0
REI
Ring Energy, Inc.

Energy
125
New
$1.09 - $1.51 $136 - $189
125 $0
RNG
Ring Central, Inc.

Technology
38
New
$24.76 - $36.77 $941 - $1.4K
38 $0
TUA
Simpl Exch Traded Fds Sht Term
677
New
N/A
677 $0
Series Portfolios Tr
553
New
N/A
553 $0
SCMB
Schwab Strategic Tr Mun Bd ETF
1.15K
New
N/A
1.15K $0
Schwab Strategic Tr
52
New
N/A
52 $0
Sandisk Corp
173
New
N/A
173 $0
Sable Offshore Corp
6
New
N/A
6 $0
RXST
Rx Sight, Inc.

Healthcare
10
New
$24.37 - $35.84 $244 - $358
10 $0
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
89
New
$9.68 - $16.7 $862 - $1.49K
89 $0
RUSHB
Rush Enterpries Inc Cl B

Consumer Cyclical
7
New
$51.68 - $58.59 $362 - $410
7 $0
Rubrik Inc.
26
New
N/A
26 $0
Roundhill ETF Trust
1.63K
New
N/A
1.63K $0
Root Inc
3
New
N/A
3 $0
UTI
Universal Technical Institute Inc

Consumer Defensive
13
New
$24.77 - $29.54 $322 - $384
13 $0
Proshares Tr
192
New
N/A
192 $0
Fidelity Covington Trust
17
New
N/A
17 $0
Dave Inc
5
New
N/A
5 $0
CRDB
Crawford & Company Class B
79
New
N/A
79 $0
Coreweave Inc
16
New
N/A
16 $0
Core Natural Resources Inc
29
New
N/A
29 $0
CPA
Copa Holdings, S.A.

Industrials
1
New
$85.71 - $98.05 $85.7 - $98.1
1 $0
CMPO
Compo Secure, Inc.

Industrials
21
New
$10.39 - $17.2 $218 - $361
21 $0
CIFR
Cipher Mining Inc.

Financial Services
154
New
$2.3 - $6.08 $354 - $936
154 $0
Cg Oncology Inc
32
New
N/A
32 $0
Centuri Holdings Inc
14
New
N/A
14 $0
CADL
Candel Therapeutics, Inc.

Healthcare
45
New
$5.65 - $12.21 $254 - $549
45 $0
CDZI
Cadiz Inc

Utilities
76
New
$2.93 - $5.45 $223 - $414
76 $0
BYRN
Byrna Technologies Inc.

Industrials
9
New
$16.84 - $34.19 $152 - $308
9 $0
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
0
New
$72.7 - $77.51 $0 - $0
0 $0
Dianthus Therapeutics Inc
27
New
N/A
27 $0
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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