Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Hanson McClain Advisors

Latest statistics and disclosures from Allworth Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, BND, SPDW, SPYV, BSV, and represent 43.91% of Allworth Financial's stock portfolio.
Added to shares of these 10 stocks: BND (+$38M), SPYV (+$38M), VTI (+$36M), SGOV (+$25M), SPDW (+$24M), BSV (+$23M), SPYG (+$23M), SCHR (+$18M), AAPL (+$17M), IXUS (+$15M).
Started 283 new stock positions in IBDX, IVOL, GCMG, RDUS, PSQ, VTNR, IEO, FOR, Volcon, TRS.
Reduced shares in these 10 stocks: IVV (-$31M), VOO (-$18M), IEI (-$17M), UITB (-$12M), SPYD (-$12M), SPIB (-$12M), MUB (-$11M), TLT (-$8.2M), VEA (-$6.8M), LVHD (-$6.1M).
Sold out of its positions in AIR, Abcam Plc Ads, ACVA, ACMR, AMRK, ATEN, AAN, ABCL, PALL, ACIW.
Allworth Financial was a net buyer of stock by $392M.
Allworth Financial has $13B in assets under management (AUM), dropping by 12.07%.
Central Index Key (CIK): 0001555170

Tip: Access up to 7 years of quarterly data

Positions held by Hanson McClain Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Allworth Financial

Allworth Financial holds 3449 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Allworth Financial has 3449 total positions. Only the first 250 positions are shown.

Sign up to view all of the Allworth Financial Dec. 31, 2023 positions
Download the Allworth Financial December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	14.8	$1.9B		8.1M	237.22	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	8.8	$1.2B	+3%	16M	73.55	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	7.2	$935M	+2%	28M	34.01	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	6.6	$865M	+4%	19M	46.63	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	6.5	$853M	+2%	11M	77.02	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	6.2	$810M	+2%	12M	65.06	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	4.4	$580M		25M	23.04	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.0	$264M		1.1M	232.64	View chart
Ishares Tr Mbs Etf (MBB)	1.9	$247M		2.6M	94.08	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	1.6	$212M	+3%	4.1M	51.26	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.6	$211M	+2%	5.9M	35.41	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	1.5	$202M		2.4M	85.34	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.5	$192M	+5%	1.8M	105.23	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.4	$180M		2.2M	81.55	View chart
Apple (AAPL)	1.2	$158M	+12%	820k	192.53	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	1.0	$134M	-4%	3.7M	36.35	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$123M		680k	179.97	View chart
Ishares Tr Core Total Usd (IUSB)	0.9	$118M		2.6M	46.07	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$97M		3.3M	29.23	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.7	$90M		3.7M	24.42	View chart
Ishares Tr Core Msci Total (IXUS)	0.7	$90M	+20%	1.4M	64.93	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$82M	+12%	173k	475.31	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.6	$82M	-2%	2.5M	33.25	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$79M	+6%	728k	108.25	View chart
Microsoft Corporation (MSFT)	0.6	$75M	+9%	200k	376.04	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$75M	-3%	669k	111.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$60M	+8%	148k	409.52	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.4	$55M	+16%	1.3M	42.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$55M	-35%	115k	477.63	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.4	$50M	-2%	862k	58.45	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.4	$50M	+30%	597k	84.33	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$50M	-3%	160k	310.88	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$50M	+23%	901k	54.98	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$49M	+5%	464k	105.43	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$45M	-7%	597k	75.10	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$42M	-7%	138k	303.17	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$41M	+7%	275k	149.50	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$41M	+7%	392k	104.10	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.3	$40M	-4%	1.6M	24.68	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$37M	+21%	135k	277.15	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$37M	-3%	371k	99.25	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.3	$36M	-9%	3.2M	11.47	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$35M	+254%	349k	100.27	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$31M	+145%	615k	49.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$30M		85k	356.66	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$30M		532k	56.40	View chart
Amazon (AMZN)	0.2	$30M	+61%	197k	151.94	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$30M	+37%	384k	77.37	View chart
Ishares Tr Faln Angls Usd (FALN)	0.2	$29M	-5%	1.1M	26.40	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$28M	-5%	676k	41.10	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$27M	-11%	583k	46.36	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$27M	-2%	512k	52.33	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.2	$27M	-30%	682k	39.19	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.2	$26M	-4%	516k	50.23	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$24M	-30%	225k	108.41	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$24M	-22%	496k	47.90	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$24M	+34%	138k	170.40	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$23M	+87%	119k	191.17	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.2	$21M	+83%	453k	47.00	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.2	$21M	-35%	626k	32.83	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$20M	+5%	395k	51.05	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$20M	-12%	136k	147.14	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$20M	+4%	112k	173.89	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$19M	+6%	138k	139.69	View chart
NVIDIA Corporation (NVDA)	0.1	$19M	+26%	38k	495.21	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$18M	+2%	631k	28.61	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.1	$18M	-40%	373k	46.91	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$17M	-8%	604k	28.64	View chart
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)	0.1	$17M	+650%	790k	21.62	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$17M	-5%	177k	93.81	View chart
Johnson & Johnson (JNJ)	0.1	$16M	-3%	104k	156.74	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$16M	-7%	323k	50.62	View chart
Procter & Gamble Company (PG)	0.1	$16M	+7%	109k	146.54	View chart
Exxon Mobil Corporation (XOM)	0.1	$16M	+5%	159k	99.98	View chart
Costco Wholesale Corporation (COST)	0.1	$16M	+39%	24k	660.08	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$15M	+8%	183k	84.38	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.1	$15M	+3%	594k	25.88	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$15M		405k	37.22	View chart
UnitedHealth (UNH)	0.1	$15M		28k	526.47	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$15M	+138%	196k	76.13	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$15M	-4%	162k	91.39	View chart
Home Depot (HD)	0.1	$15M	+39%	42k	346.55	View chart
Chevron Corporation (CVX)	0.1	$14M	+23%	96k	149.16	View chart
JPMorgan Chase & Co. (JPM)	0.1	$14M		84k	170.10	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$14M	+3%	297k	47.74	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$14M	-11%	196k	72.54	View chart
Broadcom (AVGO)	0.1	$14M	+138%	12k	1116.28	View chart
Visa Com Cl A (V)	0.1	$14M		53k	260.35	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$14M	+450%	72k	192.48	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$13M	+2%	280k	47.79	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$13M		151k	84.87	View chart
Mastercard Incorporated Cl A (MA)	0.1	$13M		30k	426.51	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$13M		217k	57.96	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$13M	+33%	273k	46.04	View chart
Tesla Motors (TSLA)	0.1	$13M	+7%	50k	248.48	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.1	$12M	-15%	728k	17.09	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$12M		349k	35.20	View chart
At&t (T)	0.1	$12M		728k	16.78	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$12M		498k	24.18	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$12M	-2%	157k	75.35	View chart
Intel Corporation (INTC)	0.1	$12M	+4%	235k	50.25	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$12M		190k	61.53	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$12M	+12%	119k	98.04	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$12M	-7%	291k	40.06	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$11M	+2011%	265k	42.41	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$11M	+9%	280k	39.82	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$11M	-5%	50k	219.57	View chart
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX)	0.1	$11M	-3%	452k	23.93	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$10M	+11%	159k	63.88	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$10M	-4%	93k	107.49	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.1	$9.8M	+40%	212k	46.31	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$9.8M		69k	140.93	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$9.7M	-2%	259k	37.56	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$9.7M	-63%	83k	117.13	View chart
Innovator Etfs Tr Grwt Aclrtd Plus (QTJL)	0.1	$9.7M	-2%	347k	27.88	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$9.5M	-24%	332k	28.78	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$9.3M	NEW	198k	47.09	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL)	0.1	$9.2M	-2%	253k	36.19	View chart
Wal-Mart Stores (WMT)	0.1	$9.1M		58k	157.65	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$8.9M	+1069%	116k	76.38	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$8.9M	-3%	182k	48.72	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$8.9M	+19%	109k	81.28	View chart
Meta Platforms Cl A (META)	0.1	$8.7M	+15%	25k	353.95	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$8.6M	-35%	205k	42.18	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.1	$8.4M	+54%	167k	50.36	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$8.3M	-9%	54k	155.33	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$8.3M	+4%	22k	376.88	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$8.3M	-4%	92k	89.80	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$8.2M	-16%	163k	50.58	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$8.2M	+20%	41k	200.71	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$8.2M	+862%	60k	136.38	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$8.1M	-26%	168k	48.45	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$8.1M	-2%	38k	213.33	View chart
Innovator Etfs Tr Us Sml Cp Pwr B (KJUL)	0.1	$8.1M		299k	27.08	View chart
Union Pacific Corporation (UNP)	0.1	$8.0M	+8%	33k	245.62	View chart
Boeing Company (BA)	0.1	$7.9M	+6%	30k	260.66	View chart
Innovator Etfs Tr Us Eqt Alrtd Pls (XTJL)	0.1	$7.9M		269k	29.44	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$7.9M	-2%	102k	77.39	View chart
Innovator Etfs Tr Intrnl Dev July (IJUL)	0.1	$7.8M		289k	27.12	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$7.8M	+77%	314k	24.76	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$7.7M	-7%	83k	92.45	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$7.6M	+400%	120k	63.33	View chart
Realty Income (O)	0.1	$7.5M	-4%	131k	57.42	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$7.4M	+11%	304k	24.48	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.1	$7.4M	+107%	15k	484.01	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$7.3M		122k	59.62	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$7.3M	+7%	284k	25.64	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.1	$7.3M	+6283%	101k	72.15	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$7.2M	-5%	113k	63.66	View chart
Pepsi (PEP)	0.1	$7.1M	-2%	42k	169.84	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$7.1M	-30%	49k	145.01	View chart
Wp Carey (WPC)	0.1	$7.0M	-4%	108k	64.81	View chart
McDonald's Corporation (MCD)	0.1	$7.0M	+5%	24k	296.51	View chart
Bank of America Corporation (BAC)	0.1	$6.8M	+2%	203k	33.67	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$6.8M	-11%	190k	35.88	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$6.8M	+3%	125k	54.08	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$6.7M		31k	218.15	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.1	$6.6M	+5%	153k	43.26	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$6.6M	-3%	169k	39.03	View chart
General Dynamics Corporation (GD)	0.0	$6.4M	+1239%	25k	259.67	View chart
Eaton Vance Enhanced Equity Income Fund (EOI)	0.0	$6.4M	-2%	387k	16.58	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$6.4M	+440%	267k	23.90	View chart
Caterpillar (CAT)	0.0	$6.3M		21k	295.67	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$6.3M	+9%	169k	36.96	View chart
Virtus Allianzgi Equity & Conv (NIE)	0.0	$6.3M	-2%	299k	20.91	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$6.1M	+10%	81k	75.32	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$6.1M	-27%	103k	59.32	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$6.1M	+13%	115k	52.80	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.0	$5.9M	-2%	267k	22.07	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$5.9M	-58%	59k	98.88	View chart
Digital Realty Trust (DLR)	0.0	$5.8M	+6208%	43k	134.58	View chart
Spdr Ser Tr Ice Pfd Sec Etf (PSK)	0.0	$5.8M	+296%	173k	33.52	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$5.8M	-9%	142k	40.56	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$5.8M	+4%	37k	157.80	View chart
Cisco Systems (CSCO)	0.0	$5.6M		111k	50.52	View chart
Lockheed Martin Corporation (LMT)	0.0	$5.6M	-5%	12k	453.22	View chart
Adobe Systems Incorporated (ADBE)	0.0	$5.6M	+6%	9.3k	596.59	View chart
Netflix (NFLX)	0.0	$5.5M	+4%	11k	486.88	View chart
Innovator Etfs Tr Us Eqt Aclrtd Et (XDJL)	0.0	$5.5M		183k	30.03	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$5.5M	-6%	152k	35.91	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$5.3M	-77%	12k	436.79	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.0	$5.2M	-14%	112k	47.01	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$5.1M	-14%	66k	78.03	View chart
Merck & Co (MRK)	0.0	$5.1M	+7%	47k	109.02	View chart
Kla Corp Com New (KLAC)	0.0	$5.0M		8.7k	581.32	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.0	$4.9M	-10%	97k	50.47	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.0	$4.8M	+114%	191k	24.98	View chart
Amgen (AMGN)	0.0	$4.8M	-3%	17k	288.01	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$4.7M	+6%	29k	165.25	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$4.7M	-13%	93k	50.24	View chart
Abbvie (ABBV)	0.0	$4.7M	+4%	30k	154.97	View chart
Target Corporation (TGT)	0.0	$4.6M	+2%	33k	142.42	View chart
Verizon Communications (VZ)	0.0	$4.6M	+27%	122k	37.70	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$4.6M	+133065%	133k	34.46	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$4.6M		28k	164.42	View chart
Philip Morris International (PM)	0.0	$4.6M		48k	94.08	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$4.5M	-4%	132k	34.36	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$4.5M	+5%	116k	39.10	View chart
Advanced Micro Devices (AMD)	0.0	$4.5M	+9%	31k	147.41	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.0	$4.5M		180k	24.91	View chart
PG&E Corporation (PCG)	0.0	$4.5M	+6%	248k	18.03	View chart
Legg Mason Etf Invt Westn Aset Ttl (WBND)	0.0	$4.5M	+212%	216k	20.68	View chart
Iron Mountain (IRM)	0.0	$4.4M	+6889%	63k	69.98	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$4.4M		8.7k	507.37	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$4.3M	-13%	30k	143.64	View chart
International Business Machines (IBM)	0.0	$4.3M	+5%	26k	163.55	View chart
Honeywell International (HON)	0.0	$4.2M		20k	209.71	View chart
Walt Disney Company (DIS)	0.0	$4.2M	+21%	47k	90.29	View chart
Strategy Ns 7handl Idx (HNDL)	0.0	$4.2M		204k	20.68	View chart
Qualcomm (QCOM)	0.0	$4.2M	+16%	29k	144.63	View chart
Wells Fargo & Company (WFC)	0.0	$4.1M	+2%	84k	49.22	View chart
American Centy Etf Tr Quality Prefer (QPFF)	0.0	$4.0M	-2%	113k	35.86	View chart
salesforce (CRM)	0.0	$4.0M	+11%	15k	263.14	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$4.0M	-4%	18k	216.94	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.0	$4.0M	-7%	91k	43.70	View chart
Abbott Laboratories (ABT)	0.0	$4.0M	+17%	36k	110.07	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$3.9M	+8%	49k	79.34	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.0	$3.8M	+610%	165k	23.28	View chart
Flexshares Tr Intl Qltdv Idx (IQDF)	0.0	$3.8M	-5%	163k	23.28	View chart
Oracle Corporation (ORCL)	0.0	$3.8M	+5%	36k	105.43	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$3.7M	+1738%	163k	22.86	View chart
Coca-Cola Company (KO)	0.0	$3.7M	+10%	63k	58.93	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.0	$3.7M	-4%	77k	48.03	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$3.7M	+10%	28k	130.92	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$3.6M	+1690%	163k	22.39	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.0	$3.6M	-37%	70k	51.67	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$3.6M	+6%	43k	83.84	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.0	$3.5M	+704%	73k	48.51	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$3.4M		50k	69.34	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.0	$3.4M	-5%	56k	61.53	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$3.4M	+547%	142k	23.93	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$3.4M		65k	51.99	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.0	$3.4M	NEW	152k	22.21	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$3.4M		29k	117.22	View chart
Nextera Energy (NEE)	0.0	$3.3M	-6%	55k	60.74	View chart
Becton, Dickinson and (BDX)	0.0	$3.2M	-8%	13k	243.83	View chart
Eli Lilly & Co. (LLY)	0.0	$3.2M	+4%	5.5k	582.87	View chart
Vanguard World Fds Health Car Etf (VHT)	0.0	$3.2M		13k	250.69	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$3.2M	-43%	29k	110.13	View chart
Comcast Corp Cl A (CMCSA)	0.0	$3.2M	+4%	73k	43.85	View chart
United Parcel Service CL B (UPS)	0.0	$3.2M	-4%	20k	157.23	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.0	$3.2M	+10075%	284k	11.09	View chart
Gilead Sciences (GILD)	0.0	$3.1M	-2%	39k	81.01	View chart
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)	0.0	$3.1M		68k	45.54	View chart
Vita Coco Co Inc/the (COCO)	0.0	$3.1M		119k	25.65	View chart
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB)	0.0	$3.0M	-15%	54k	55.97	View chart
Nordson Corporation (NDSN)	0.0	$3.0M		12k	264.16	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$3.0M	-11%	24k	124.97	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$3.0M	-16%	60k	49.80	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.0	$2.9M	+182%	147k	19.95	View chart

Past Filings by Allworth Financial

SEC 13F filings are viewable for Allworth Financial going back to 2012

Allworth Financial 2023 Q4 filed Jan. 24, 2024
Allworth Financial 2023 Q3 filed Oct. 31, 2023
Allworth Financial 2023 Q2 filed July 18, 2023
Allworth Financial 2023 Q1 filed April 18, 2023
Allworth Financial 2022 Q4 filed Jan. 13, 2023
Allworth Financial 2022 Q3 restated filed Nov. 14, 2022
Allworth Financial 2022 Q3 filed Oct. 18, 2022
Allworth Financial 2022 Q2 filed July 13, 2022
Allworth Financial 2022 Q1 filed April 22, 2022
Allworth Financial 2021 Q4 filed Jan. 21, 2022
Allworth Financial 2021 Q3 filed Nov. 2, 2021
Allworth Financial 2021 Q2 filed Aug. 2, 2021
Allworth Financial 2021 Q1 filed April 29, 2021
Allworth Financial 2020 Q4 filed Jan. 26, 2021
Allworth Financial 2020 Q3 filed Nov. 3, 2020
Allworth Financial 2020 Q2 filed July 24, 2020

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z