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, SPYG, SPYV, and represent 42.59% of Allworth Financial's stock portfolio.
Added to shares of these 10 stocks: TSPA (+$102M), VTI (+$38M), BND (+$31M), DFAC (+$25M), DFAX (+$25M), BSV (+$24M), SPYV (+$24M), SPDW (+$22M), SPYG (+$21M), DFAU (+$20M).
Started 212 new stock positions in ELME, RBOT, BKE, RCKT, KYTX, EWU, ABCL, FLYW, ONVO, FDLO.
Reduced shares in these 10 stocks: AVUS (-$99M), PSFF (-$18M), SCHX (-$11M), MOAT (-$8.6M), IVV (-$6.8M), QQQ, GE, SPIB, CORP, TIP.
Sold out of its positions in AMCX, AAGR, AAGRW, ASLE, AUGT, JUNT, FEBT, DECT, SIXJ, AQN.
Allworth Financial was a net buyer of stock by $255M.
Allworth Financial has $16B in assets under management (AUM), dropping by 5.91%.
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 3745 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Allworth Financial has 3745 total positions. Only the first 250 positions are shown.

Sign up to view all of the Allworth Financial Sept. 30, 2024 positions
Download the Allworth Financial September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	14.5	$2.4B		8.4M	283.16	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	8.1	$1.3B	+2%	18M	75.11	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	6.8	$1.1B		30M	37.56	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	6.7	$1.1B		13M	82.94	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	6.5	$1.1B	+2%	20M	52.86	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	5.8	$960M	+2%	12M	78.69	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	4.1	$675M	+2%	29M	23.45	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.1	$337M	+3%	1.3M	263.83	View chart
Ishares Tr Mbs Etf (MBB)	1.8	$294M	+2%	3.1M	95.81	View chart
Apple (AAPL)	1.6	$268M		1.2M	233.00	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.6	$260M		6.3M	41.28	View chart
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)	1.5	$251M	+2%	7.7M	32.61	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	1.5	$245M	+2%	4.7M	52.58	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	1.4	$235M		2.4M	98.07	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$210M		1.7M	125.62	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$143M		710k	200.78	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.8	$137M	+22%	4.0M	34.29	View chart
Microsoft Corporation (MSFT)	0.8	$131M		305k	430.30	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.8	$124M	+24%	4.6M	27.01	View chart
Ishares Tr Core Total Usd (IUSB)	0.7	$121M		2.6M	47.12	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.7	$114M	+20%	2.9M	39.69	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.6	$102M	NEW	2.8M	36.11	View chart
Spdr S&p 500 Etf Tr Call Call Option (Principal) (SPY)	0.6	$101M	+4%	177k	573.76	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$99M	+2%	845k	116.96	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$95M		1.3M	72.63	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$86M		670k	128.20	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$68M	+7%	1.1M	59.51	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.4	$68M	+3%	971k	70.06	View chart
NVIDIA Corporation (NVDA)	0.4	$66M	+8%	546k	121.44	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$66M	-6%	135k	488.07	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$65M		169k	383.93	View chart
JPMorgan Chase & Co. (JPM)	0.3	$57M	-2%	271k	210.86	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.3	$56M	+2%	1.3M	43.19	View chart
Amazon (AMZN)	0.3	$56M	-2%	298k	186.33	View chart
Broadcom (AVGO)	0.3	$54M		316k	172.50	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$54M		568k	95.49	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$53M		556k	95.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$53M	-11%	92k	576.82	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$52M		491k	106.19	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$52M		298k	174.57	View chart
Home Depot (HD)	0.3	$51M		127k	405.20	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$50M		132k	375.38	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$49M		375k	131.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$48M		105k	460.26	View chart
Johnson & Johnson (JNJ)	0.3	$48M	+2%	297k	162.06	View chart
Procter & Gamble Company (PG)	0.3	$48M		276k	173.20	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$47M		559k	84.53	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.3	$45M	+2%	1.7M	26.89	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.3	$44M	+4%	3.6M	12.35	View chart
UnitedHealth (UNH)	0.3	$41M	+2%	71k	584.68	View chart
Chevron Corporation (CVX)	0.2	$38M	+4%	259k	147.27	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$35M	-8%	565k	62.32	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$35M	-5%	686k	50.60	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$35M	+19%	624k	55.63	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$34M	+9%	333k	101.27	View chart
Coca-Cola Company (KO)	0.2	$33M	-2%	459k	71.86	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$33M		343k	95.95	View chart
American Express Company (AXP)	0.2	$33M	-2%	121k	271.20	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$32M	-2%	402k	79.42	View chart
At&t (T)	0.2	$31M	+2%	1.4M	22.00	View chart
Ishares Tr Faln Angls Usd (FALN)	0.2	$31M		1.1M	27.34	View chart
Stryker Corporation (SYK)	0.2	$30M		84k	361.26	View chart
Abbott Laboratories (ABT)	0.2	$30M	+10%	263k	114.01	View chart
Automatic Data Processing (ADP)	0.2	$29M		105k	276.73	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$29M	+8%	563k	51.12	View chart
Costco Wholesale Corporation (COST)	0.2	$28M		32k	886.52	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$28M	+3%	254k	108.63	View chart
Honeywell International (HON)	0.2	$27M		132k	206.71	View chart
Texas Instruments Incorporated (TXN)	0.2	$27M	+8%	130k	206.57	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$27M	+22%	782k	34.07	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$27M	-9%	556k	47.85	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$26M		158k	165.85	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$25M		127k	198.06	View chart
Cisco Systems (CSCO)	0.2	$25M		465k	53.22	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$25M		102k	243.06	View chart
Nextera Energy (NEE)	0.1	$24M	-3%	289k	84.53	View chart
Exxon Mobil Corporation (XOM)	0.1	$24M	+9%	207k	117.22	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$24M	-31%	351k	67.85	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$24M	+5%	469k	50.65	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$23M	+125%	650k	35.24	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$23M		450k	50.74	View chart
Meta Platforms Cl A (META)	0.1	$23M	+6%	40k	572.43	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.1	$22M	-45%	772k	28.74	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$22M	-15%	646k	33.71	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.1	$22M	+14%	1.3M	17.29	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.1	$22M	+6%	448k	47.93	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$21M	-7%	212k	100.72	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$21M	-4%	108k	197.17	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$21M	-12%	447k	47.21	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$21M	-82%	220k	95.15	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$21M	-2%	116k	179.30	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$20M	-3%	436k	46.83	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$20M		276k	73.67	View chart
Walt Disney Company (DIS)	0.1	$20M	-6%	209k	96.19	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$20M	-13%	377k	52.81	View chart
Eastman Chemical Company (EMN)	0.1	$20M		178k	111.95	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$20M		195k	101.52	View chart
Eaton Corp SHS (ETN)	0.1	$19M		58k	331.44	View chart
United Parcel Service CL B (UPS)	0.1	$19M	+2%	141k	136.34	View chart
Xcel Energy (XEL)	0.1	$19M	-7%	289k	65.30	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$19M	+8%	449k	41.69	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$19M		584k	31.78	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$18M	+3%	373k	48.59	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$18M		159k	112.94	View chart
Visa Com Cl A (V)	0.1	$18M	-2%	64k	274.95	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$18M	+9%	271k	64.74	View chart
Starbucks Corporation (SBUX)	0.1	$17M	+2%	179k	97.49	View chart
Prologis (PLD)	0.1	$17M	-2%	136k	126.28	View chart
Abbvie (ABBV)	0.1	$17M	+79%	87k	197.48	View chart
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)	0.1	$17M	-2%	760k	22.01	View chart
Tesla Motors (TSLA)	0.1	$17M		64k	261.63	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$17M		270k	61.54	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$16M	-2%	72k	225.76	View chart
Mastercard Incorporated Cl A (MA)	0.1	$16M	-5%	32k	493.81	View chart
Oracle Corporation (ORCL)	0.1	$15M	+13%	89k	170.40	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$15M		298k	49.08	View chart
Wal-Mart Stores (WMT)	0.1	$15M		181k	80.75	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$14M		155k	91.81	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$14M	+6%	350k	40.63	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$14M	-3%	168k	83.33	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$14M	-7%	83k	167.19	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$13M	+3%	183k	72.04	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$13M		285k	44.67	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$13M	-4%	265k	48.14	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$13M	+3%	24k	527.67	View chart
Union Pacific Corporation (UNP)	0.1	$13M	+6%	51k	246.48	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$12M	-2%	236k	50.57	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$12M	+5%	218k	54.68	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$12M		489k	24.15	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$12M	-8%	138k	83.63	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$11M	-5%	46k	243.47	View chart
Netflix (NFLX)	0.1	$11M		16k	709.25	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$11M	+3%	177k	62.69	View chart
Realty Income (O)	0.1	$11M	+19%	172k	63.42	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$11M		238k	45.51	View chart
McDonald's Corporation (MCD)	0.1	$11M	+8%	35k	304.51	View chart
Bank of America Corporation (BAC)	0.1	$11M		266k	39.68	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$11M		224k	46.74	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$10M	-2%	206k	49.70	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.1	$10M	-5%	212k	47.32	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$10M	+8%	155k	64.86	View chart
Qualcomm (QCOM)	0.1	$10M	+44%	59k	170.05	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$9.8M	-3%	283k	34.79	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$9.7M	+8%	330k	29.41	View chart
Caterpillar (CAT)	0.1	$9.7M		25k	391.11	View chart
Eli Lilly & Co. (LLY)	0.1	$9.4M	-20%	11k	885.92	View chart
International Business Machines (IBM)	0.1	$9.3M		42k	221.08	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$9.1M		361k	25.16	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$9.1M	-48%	93k	96.95	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$9.0M		54k	166.82	View chart
Wells Fargo & Company (WFC)	0.1	$8.9M	+5%	157k	56.49	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$8.8M	-3%	153k	57.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$8.7M	-2%	37k	237.21	View chart
Wp Carey (WPC)	0.1	$8.5M	+16%	136k	62.30	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$8.4M		20k	423.12	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$8.3M		106k	78.37	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$8.3M		31k	263.29	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.1	$8.3M	+2%	187k	44.30	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$8.3M	+2%	87k	94.61	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$8.2M	-2%	37k	220.89	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$8.1M		121k	67.27	View chart
Lockheed Martin Corporation (LMT)	0.0	$8.1M		14k	584.55	View chart
Pepsi (PEP)	0.0	$8.1M	-3%	48k	170.05	View chart
Amgen (AMGN)	0.0	$8.1M	+3%	25k	322.21	View chart
Merck & Co (MRK)	0.0	$7.9M	+8%	69k	113.56	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$7.8M		125k	62.20	View chart
General Dynamics Corporation (GD)	0.0	$7.7M	+2%	26k	302.20	View chart
Iron Mountain (IRM)	0.0	$7.5M		63k	118.83	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$7.4M	-9%	239k	30.80	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$7.4M	-7%	44k	167.67	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$7.3M		176k	41.72	View chart
Philip Morris International (PM)	0.0	$7.3M	+23%	60k	121.40	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$7.3M	-2%	160k	45.49	View chart
First Tr Morningstar Divid L SHS (FDL)	0.0	$7.2M	-8%	171k	41.95	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.0	$6.9M	-6%	66k	104.67	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$6.8M	-20%	12k	586.53	View chart
Kla Corp Com New (KLAC)	0.0	$6.7M		8.6k	774.41	View chart
Adobe Systems Incorporated (ADBE)	0.0	$6.6M		13k	517.80	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.0	$6.6M	-2%	261k	25.10	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$6.5M	-7%	159k	41.12	View chart
Digital Realty Trust (DLR)	0.0	$6.5M		40k	161.83	View chart
Verizon Communications (VZ)	0.0	$6.5M		144k	44.91	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$6.3M		33k	189.80	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.0	$6.3M	-6%	242k	26.14	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$6.1M	-8%	116k	52.98	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$6.1M	+15%	160k	38.08	View chart
Spdr Ser Tr Ice Pfd Sec Etf (PSK)	0.0	$6.0M		169k	35.66	View chart
Advanced Micro Devices (AMD)	0.0	$6.0M	+20%	36k	164.08	View chart
salesforce (CRM)	0.0	$5.9M	-6%	22k	273.71	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$5.9M	-18%	83k	70.83	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.0	$5.9M	-8%	123k	47.74	View chart
Vanguard World Health Car Etf (VHT)	0.0	$5.9M	-3%	21k	282.19	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$5.9M	-25%	70k	83.75	View chart
Cme (CME)	0.0	$5.7M	-5%	26k	220.65	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$5.6M	-21%	32k	179.16	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$5.6M		132k	42.84	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$5.6M		231k	24.30	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.0	$5.6M	+2167%	192k	29.13	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.0	$5.6M	-21%	110k	50.74	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$5.6M	-10%	97k	57.53	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.0	$5.5M	-6%	72k	76.59	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	0.0	$5.5M		135k	40.72	View chart
Intel Corporation (INTC)	0.0	$5.5M	-3%	232k	23.46	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.0	$5.4M		217k	25.08	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$5.4M	-4%	59k	91.31	View chart
PG&E Corporation (PCG)	0.0	$5.3M	+5%	269k	19.77	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$5.3M	-4%	34k	154.02	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$5.2M		64k	80.78	View chart
Raytheon Technologies Corp (RTX)	0.0	$5.1M		43k	121.16	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$5.1M	+60%	100k	50.79	View chart
Legg Mason Etf Invt Westn Aset Ttl (WBND)	0.0	$5.1M	+7%	245k	20.77	View chart
Target Corporation (TGT)	0.0	$5.1M	-5%	33k	155.86	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$5.1M	+312%	108k	47.13	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$4.9M	+4%	19k	260.07	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$4.9M	+26%	134k	36.44	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$4.9M	-12%	95k	51.04	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$4.8M		8.4k	569.64	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$4.8M	-26%	57k	83.09	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$4.7M		44k	106.76	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.0	$4.7M	+129%	96k	48.64	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.0	$4.6M		95k	48.54	View chart
Columbia Banking System (COLB)	0.0	$4.6M		176k	26.11	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$4.4M	-4%	91k	48.98	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.0	$4.4M	-9%	88k	50.60	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.0	$4.4M		119k	37.07	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$4.2M	+15%	12k	353.48	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.0	$4.2M	-47%	42k	99.45	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.0	$4.2M	-3%	165k	25.21	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$4.1M	-8%	27k	153.13	View chart
Ge Aerospace Com New (GE)	0.0	$4.1M	-51%	22k	188.58	View chart
Intuitive Surgical Com New (ISRG)	0.0	$4.1M	-5%	8.4k	491.28	View chart
Applied Materials (AMAT)	0.0	$4.1M	-20%	20k	202.05	View chart
Thermo Fisher Scientific (TMO)	0.0	$4.1M	+21%	6.6k	618.59	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$4.0M	-45%	36k	110.47	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$4.0M	-2%	97k	41.16	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.0	$3.9M		66k	59.21	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.0	$3.9M	+114487%	118k	32.97	View chart
Flexshares Tr Intl Qltdv Idx (IQDF)	0.0	$3.9M		147k	26.29	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$3.8M	-14%	83k	45.32	View chart
Novo-nordisk A S Adr (NVO)	0.0	$3.8M	+3%	32k	119.07	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$3.7M		205k	18.10	View chart
3M Company (MMM)	0.0	$3.6M	+18%	27k	136.70	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$3.6M	-2%	21k	173.67	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$3.6M	-6%	40k	88.28	View chart
AFLAC Incorporated (AFL)	0.0	$3.5M	+10%	32k	111.80	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.0	$3.5M	-7%	73k	48.24	View chart
W.W. Grainger (GWW)	0.0	$3.5M		3.4k	1038.86	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.0	$3.5M	-7%	70k	49.94	View chart
Pfizer (PFE)	0.0	$3.4M	+4%	118k	28.94	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.0	$3.4M	+2%	120k	28.41	View chart

Past Filings by Allworth Financial

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

Allworth Financial 2024 Q3 filed Oct. 23, 2024
Allworth Financial 2024 Q2 filed July 24, 2024
Allworth Financial 2024 Q1 filed April 25, 2024
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

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