Allworth Financial LP Portfolio Holdings
Allworth Financial LP
- $17.3 Billion
- Q4 2024
Allworth Financial LP has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $17.3 Billion distributed in 3967 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $2.33B, Vanguard Bd Index Fd Inc Total with a value of $1.39B, Spdr Ser Tr Fds Spdr Portfolio with a value of $1.08B, Spdr Portfolio with a value of $1.08B, and Vanguard Bd Index Fd Inc Short with a value of $1.05B.
Examining the 13F form we can see an increase of $1.23B in the current position value, from $16.1B to 17.3B.
Below you can find more details about Allworth Financial LP portfolio as well as his latest detailed transactions.
Portfolio value
$17.3 Billion
ETFs: $14.4 Billion
Technology: $814 Million
Financial Services: $411 Million
Healthcare: $276 Million
Industrials: $269 Million
Consumer Cyclical: $233 Million
Consumer Defensive: $229 Million
Communication Services: $204 Million
Other: $323 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 3,967
- Current Value $17.3 Billion
- Prior Value $16.1 Billion
- Filing
- Period Q4 2024
- Filing Date January 30, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 382 stocks
- Additional Purchases 1,792 stocks
- Sold out of 0 stocks
- Reduced holdings in 942 stocks