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.
Portfolio value
$17.4 Billion
ETFs: $14.3 Billion
Technology: $759 Million
Financial Services: $430 Million
Healthcare: $319 Million
Industrials: $274 Million
Consumer Defensive: $255 Million
Consumer Cyclical: $225 Million
Communication Services: $205 Million
Other: $355 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
