Allworth Financial LP has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $15.5 Billion distributed in 4132 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 $2.21B, Vanguard Bd Index Fd Inc Total with a value of $1.24B, Spdr Portfolio with a value of $1.04B, Spdr Ser Tr Fds Spdr Portfolio with a value of $1.03B, and Spdr Portfolio S&P 500 Value E with a value of $967M.
Examining the 13F form we can see an increase of $1.47B in the current position value, from $14B to 15.5B.
Also it can be appreciated an additional of 269 stocks purchases and 2 closed positions.
Below you can find more details about Allworth Financial LP portfolio as well as his latest detailed transactions.
Portfolio value
$15.5 Billion
ETFs: $12.9 Billion
Technology: $1.1 Billion
Financial Services: $262 Million
Healthcare: $212 Million
Industrials: $190 Million
Consumer Defensive: $174 Million
Consumer Cyclical: $169 Million
Communication Services: $138 Million
Other: $222 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions