Allworth Financial LP Incresed Positions in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.46M
+ 11.93%
$77.02 - $78.58 $112M - $114M
13.6M $1.05B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.44M
+ 15.41%
$22.39 - $23.45 $99.3M - $104M
33.2M $764M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.66M
+ 9.43%
$71.75 - $75.11 $119M - $125M
19.3M $1.39B
AAPL
Apple Inc.

Technology
96.9K
+ 8.41%
$221.69 - $259.02 $21.5M - $25.1M
1.25M $313M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
71K
+ 294.93%
$521.84 - $558.82 $37M - $39.7M
95.1K $51.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
320K
+ 37.91%
$113.92 - $127.38 $36.5M - $40.8M
1.16M $134M
GOOG
Alphabet Inc.

Communication Services
145K
+ 175.94%
$163.08 - $198.16 $23.7M - $28.8M
228K $43.3M
IGM
Ishares Expanded Tech Sector E

ETFs
252K
+ 81664.08%
$94.19 - $106.95 $23.8M - $27M
253K $25.8M
VO
Vanguard Mid Cap ETF

ETFs
91.9K
+ 7.19%
$261.5 - $284.63 $24M - $26.1M
1.37M $361M
QTEC
First Trust Nasdaq 100 Technol

ETFs
130K
+ 10886.71%
$185.87 - $204.12 $24.2M - $26.6M
131K $24.7M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
752K
+ 97.33%
$28.48 - $29.56 $21.4M - $22.2M
1.52M $44.6M
MBB
Ishares Tr

ETFs
370K
+ 12.04%
$91.26 - $95.82 $33.7M - $35.4M
3.44M $315M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
620K
+ 13.3%
$50.14 - $52.56 $31.1M - $32.6M
5.28M $265M
COST
Costco Wholesale Corp

Consumer Defensive
20.8K
+ 65.17%
$873.59 - $994.69 $18.2M - $20.7M
52.7K $48.3M
AVGO
Broadcom Inc.

Technology
2.53K
+ 0.8%
$159.67 - $250.0 $404K - $633K
318K $73.7M
V
Visa Inc.

Financial Services
50.6K
+ 79.12%
$273.87 - $320.91 $13.9M - $16.2M
115K $36.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
41.4K
+ 39.34%
$442.29 - $483.08 $18.3M - $20M
146K $66.4M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
165K
+ 10219.81%
$104.52 - $115.08 $17.2M - $18.9M
166K $17.5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
844K
+ 1937.02%
$22.01 - $66.82 $18.6M - $56.4M
888K $20.2M
ORCL
Oracle Corp

Technology
105K
+ 118.88%
$165.41 - $192.43 $17.4M - $20.3M
194K $32.3M
IVV
Ishares Core S&P 500 ETF

ETFs
27.3K
+ 29.52%
$570.51 - $610.59 $15.5M - $16.6M
120K $70.4M
AMZN
Amazon Com Inc

Consumer Cyclical
31.2K
+ 10.49%
$180.88 - $232.93 $5.65M - $7.28M
329K $72.2M
NVDA
Nvidia Corp

Technology
66.4K
+ 12.77%
$117.0 - $148.88 $7.76M - $9.88M
586K $78.7M
CB
Chubb LTD

Financial Services
54.8K
+ 551.86%
$271.57 - $301.89 $14.9M - $16.5M
64.7K $17.9M
VGIT
Vanguard Intermediate Term Tre

ETFs
259K
+ 926.37%
$57.78 - $60.4 $15M - $15.6M
287K $16.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
262K
+ 1179.95%
$57.29 - $63.1 $15M - $16.5M
284K $16.3M
HD
Home Depot, Inc.

Consumer Cyclical
42.1K
+ 33.15%
$385.02 - $431.37 $16.2M - $18.1M
169K $65.7M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
309K
+ 10.95%
$35.71 - $38.39 $11M - $11.8M
3.13M $116M
TSLA
Tesla, Inc.

Consumer Cyclical
8.65K
+ 13.62%
$213.65 - $479.86 $1.85M - $4.15M
72.2K $29.2M
CAT
Caterpillar Inc

Industrials
36.1K
+ 146.3%
$360.37 - $416.88 $13M - $15.1M
60.8K $22.1M
DFIV
Dimensional ETF Tr

ETFs
345K
+ 215.65%
$34.86 - $37.97 $12M - $13.1M
505K $17.9M
MSFT
Microsoft Corp

Technology
34.2K
+ 11.22%
$406.35 - $454.46 $13.9M - $15.5M
339K $143M
WCN
Waste Connections, Inc.

Industrials
68.6K
+ 1412.94%
$171.06 - $193.25 $11.7M - $13.3M
73.4K $12.6M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
293K
+ 65.21%
$40.38 - $44.35 $11.8M - $13M
742K $30.3M
FLRN
Spdr Bloomberg Investment Grad

ETFs
377K
+ 126801.01%
$30.67 - $30.84 $11.6M - $11.6M
377K $11.6M
CVX
Chevron Corp

Energy
80.4K
+ 31.0%
$141.15 - $162.53 $11.4M - $13.1M
340K $49.2M
CARR
Carrier Global Corp

Industrials
158K
+ 1657.55%
$66.69 - $82.65 $10.5M - $13.1M
168K $11.4M
RTX
Raytheon Technologies Corp

Industrials
93K
+ 218.96%
$114.45 - $127.21 $10.6M - $11.8M
136K $15.7M
DFAT
Dimensional ETF Tr U S Target

ETFs
189K
+ 30.23%
$54.54 - $61.04 $10.3M - $11.5M
813K $45.2M
SUB
Ishares Short Term National Mu

ETFs
101K
+ 20.67%
$104.94 - $106.2 $10.6M - $10.8M
592K $62.5M
MUB
Ishares National Muni Bond ETF

ETFs
102K
+ 40.04%
$105.78 - $108.7 $10.8M - $11.1M
356K $37.9M
TDVG
T Rowe Price Exchange Traded F

Technology
259K
+ 18205.97%
$39.51 - $41.92 $10.2M - $10.9M
261K $10.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.54M
+ 275.52%
$26.93 - $84.95 $41.5M - $131M
2.1M $57.4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
37.7K
+ 2.26%
$124.26 - $134.12 $4.68M - $5.05M
1.71M $220M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
172K
+ 2578.0%
$56.06 - $61.35 $9.64M - $10.5M
179K $10.1M
SO
Southern CO

Utilities
119K
+ 363.59%
$81.5 - $94.15 $9.74M - $11.2M
152K $12.5M
VUG
Vanguard Growth ETF

ETFs
11.2K
+ 6.63%
$378.79 - $428.11 $4.24M - $4.8M
180K $74M
KJUL
Innovator U.S. Small Cap Power

Technology
301K
+ 156.55%
$28.78 - $30.34 $8.65M - $9.12M
493K $14.5M
NVS
Novartis Ag

Healthcare
91.9K
+ 2354.33%
$96.78 - $117.18 $8.89M - $10.8M
95.8K $9.32M
Activity Summary
Buys All Purchases 2174 New Holdings 382 Increased Positions 1792 Sells All Sells 942 Reductions 942 Sold out 0 Options Calls 2 Puts 1
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