Allworth Financial LP Sells in Q3 2025

Allworth Financial LP

  • $22 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XBAP
Innovator ETF Tr Us Equity Acc
-1.41M
- 90.77%
$36.72 - $37.86 $51.6M - $53.2M
143K $5.41M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.25M
- 7.05%
$39.8 - $42.86 $89.7M - $96.6M
29.7M $1.27B
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-84.8K
- 97.69%
$84.43 - $97.93 $7.16M - $8.3M
2.01K $170K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-210K
- 85.88%
$30.71 - $30.86 $6.45M - $6.48M
34.5K $1.07M
T
At&T Inc.

Communication Services
-174K
- 9.86%
$26.94 - $29.62 $4.69M - $5.16M
1.59M $45M
PM
Philip Morris International Inc.

Consumer Defensive
-13K
- 7.95%
$157.77 - $183.27 $2.05M - $2.38M
150K $24.4M
NOW
Service Now, Inc.

Technology
-4.62K
- 60.79%
$850.86 - $1044.69 $3.93M - $4.83M
2.98K $2.74M
PG
Procter & Gamble CO

Consumer Defensive
-14.3K
- 3.84%
$150.47 - $161.22 $2.15M - $2.31M
359K $55.1M
HON
Honeywell International Inc

Industrials
-904
- 0.57%
$207.7 - $240.4 $188K - $217K
158K $33.2M
IBM
International Business Machines Corp

Technology
-6.02K
- 3.95%
$234.77 - $292.47 $1.41M - $1.76M
146K $41.3M
V
Visa Inc.

Financial Services
-2.31K
- 1.64%
$332.09 - $358.86 $766K - $828K
138K $47.2M
ISRG
Intuitive Surgical Inc

Healthcare
-229
- 0.86%
$433.66 - $544.47 $99.3K - $125K
26.4K $11.8M
SYK
Stryker Corp

Healthcare
-992
- 1.14%
$368.57 - $403.53 $366K - $400K
85.7K $31.7M
CARR
Carrier Global Corp

Industrials
-1.1K
- 0.61%
$58.75 - $80.73 $64.4K - $88.5K
178K $10.6M
TQQQ
Proshares Ultrapro Qqq

ETFs
-25.7K
- 95.64%
$80.89 - $104.72 $2.08M - $2.69M
1.17K $120K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-20.6K
- 8.71%
$100.37 - $100.74 $2.06M - $2.07M
216K $21.7M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-66.4K
- 2.55%
$45.6 - $46.92 $3.03M - $3.12M
2.54M $119M
EXLS
Exl Service Holdings, Inc.

Technology
-41.5K
- 95.23%
$41.4 - $45.43 $1.72M - $1.89M
2.08K $91K
IT
Gartner Inc

Technology
-4.03K
- 79.31%
$225.98 - $406.7 $911K - $1.64M
1.05K $276K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-19K
- 24.19%
$92.18 - $95.14 $1.75M - $1.81M
59.6K $5.67M
EXP
Eagle Materials Inc

Basic Materials
-8.4K
- 90.64%
$209.12 - $242.26 $1.76M - $2.03M
867 $202K
GMED
Globus Medical Inc

Healthcare
-27.5K
- 69.0%
$51.89 - $62.79 $1.43M - $1.73M
12.3K $707K
WDAY
Workday, Inc.

Technology
-6.82K
- 76.03%
$213.69 - $247.69 $1.46M - $1.69M
2.15K $517K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-9.6K
- 84.02%
$138.59 - $171.12 $1.33M - $1.64M
1.83K $256K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-32.5K
- 27.56%
$55.15 - $58.11 $1.79M - $1.89M
85.4K $4.91M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-10.3K
- 18.36%
$181.56 - $190.33 $1.87M - $1.96M
45.7K $8.67M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
-87.7K
- 53.82%
$14.19 - $15.82 $1.24M - $1.39M
75.3K $1.07M
INTU
Intuit Inc

Technology
-1.15K
- 20.27%
$646.03 - $807.39 $742K - $928K
4.52K $3.09M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-15.1K
- 46.51%
$85.01 - $90.35 $1.28M - $1.36M
17.3K $1.55M
BXSL
Blackstone Secured Lending Fund

Financial Services
-40.1K
- 75.7%
$26.07 - $32.55 $1.05M - $1.3M
12.9K $335K
PECO
Phillips Edison & Company, Inc.

Real Estate
-34.3K
- 81.97%
$33.04 - $36.15 $1.13M - $1.24M
7.54K $258K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-25.9K
- 7.95%
$45.26 - $46.63 $1.17M - $1.21M
300K $13.9M
WCN
Waste Connections, Inc.

Industrials
-1.24K
- 1.7%
$171.32 - $191.84 $212K - $237K
71.5K $12.6M
PWZ
Invesco California Amt Free Mu

ETFs
-38.4K
- 28.5%
$22.77 - $24.07 $874K - $924K
96.3K $2.3M
NTNX
Nutanix, Inc.

Technology
-10.6K
- 75.12%
$66.06 - $81.12 $703K - $864K
3.53K $262K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-17.4K
- 9.65%
$49.78 - $50.75 $868K - $885K
163K $8.26M
GWW
W.W. Grainger, Inc.

Industrials
-291
- 5.05%
$932.44 - $1059.49 $271K - $308K
5.47K $5.21M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-3.11K
- 8.3%
$38.58 - $58.24 $120K - $181K
34.3K $1.35M
XLI
Industrial Sector Spdr

ETFs
-6.02K
- 20.15%
$147.94 - $154.99 $890K - $933K
23.8K $3.68M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-12.7K
- 6.63%
$71.6 - $76.11 $910K - $967K
179K $13.6M
TRMB
Trimble Inc.

Technology
-9.39K
- 86.22%
$76.46 - $85.24 $718K - $800K
1.5K $122K
ADBE
Adobe Inc.

Technology
-726
- 5.54%
$333.65 - $392.1 $242K - $285K
12.4K $4.37M
NVO
Novo Nordisk A S

Healthcare
-2.94K
- 7.42%
$45.38 - $71.7 $134K - $211K
36.7K $2.04M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-23K
- 5.52%
$44.22 - $45.74 $1.01M - $1.05M
393K $17.9M
TNA
Direxion Daily Small Cap Bull

ETFs
-20K
- 100.0%
$32.54 - $47.12 $651K - $942K
1 $0
NJR
New Jersey Resources Corp

Utilities
-15.5K
- 52.73%
$45.05 - $48.15 $696K - $744K
13.9K $667K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-29.6K
- 2.93%
$24.69 - $25.26 $730K - $747K
979K $24.6M
FLIN
Franklin Templeton ETF Tr

ETFs
-14.4K
- 38.03%
$37.28 - $39.98 $538K - $577K
23.5K $876K
USFR
Wisdomtree Floating Rate Treas

ETFs
-12.2K
- 15.82%
$50.23 - $50.48 $612K - $615K
64.8K $3.26M
Activity Summary
Buys All Purchases 3120 New Holdings 498 Increased Positions 2622 Sells All Sells 991 Reductions 989 Sold out 2 Options Calls 38 Puts 7
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