Allworth Financial LP has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $16.1 Billion distributed in 3794 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 $2.38B, Vanguard Bd Index Fd Inc Total with a value of $1.33B, Spdr Ser Tr Fds Spdr Portfolio with a value of $1.12B, Spdr Portfolio with a value of $1.09B, and Spdr Portfolio S&P 500 Value E with a value of $1.07B.
Examining the 13F form we can see an increase of $638M in the current position value, from $15.5B to 16.1B.
Also it can be appreciated an additional of 220 stocks purchases and 1 closed positions.
Below you can find more details about Allworth Financial LP portfolio as well as his latest detailed transactions.
Portfolio value
$16.1 Billion
ETFs: $13.8 Billion
Technology: $686 Million
Financial Services: $277 Million
Healthcare: $243 Million
Industrials: $205 Million
Consumer Defensive: $188 Million
Consumer Cyclical: $180 Million
Communication Services: $140 Million
Other: $244 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
