Allworth Financial LP Portfolio Holdings
Allworth Financial LP
- $17.4 Billion
- Q1 2025
Allworth Financial LP has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $17.4 Billion distributed in 4056 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 $2.25B, Vanguard Bd Index Fd Inc Short with a value of $1.44B, Vanguard Bd Index Fd Inc Total with a value of $1.43B, Spdr Ser Tr Fds Spdr Portfolio with a value of $1.15B, and Spdr Portfolio with a value of $902M.
Examining the 13F form we can see an increase of $50.4M in the current position value, from $17.3B to 17.4B. Also it can be appreciated an additional of 301 stocks purchases and 6 closed positions.
Below you can find more details about Allworth Financial LP portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 4,056
- Current Value $17.4 Billion
- Prior Value $17.3 Billion
- Filing
- Period Q1 2025
- Filing Date April 30, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 301 stocks
- Additional Purchases 1,842 stocks
- Sold out of 6 stocks
- Reduced holdings in 1,084 stocks