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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 42.36% of Allworth Financial's stock portfolio.
Added to shares of these 10 stocks: QLTY (+$108M), NVDA (+$54M), BND (+$49M), AAPL (+$49M), AVGO (+$48M), JPM (+$40M), MSFT (+$39M), SPDW (+$34M), HD (+$30M), SCHD (+$29M).
Started 262 new stock positions in TOUS, LH, Sintx Technologies, WULF, NMZ, Li-cycle Holdings Corp, MGRC, PCT, MUE, ZNTL.
Reduced shares in these 10 stocks: AVUS (-$90M), SPYD (-$26M), LVHD (-$22M), TLT (-$16M), IQLT (-$7.4M), HYG (-$7.1M), SPGP (-$5.8M), ITOT (-$5.2M), SPMB, AGG.
Sold out of its positions in MITT, AGD, ACCD, ADTN, Agiliti, AWF, American Equity Investment Life Holding, American National BankShares, AMSWA, AMPE.
Allworth Financial was a net buyer of stock by $1.1B.
Allworth Financial has $16B in assets under management (AUM), dropping by 9.58%.
Central Index Key (CIK): 0001555170

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Portfolio Holdings for Allworth Financial

Allworth Financial holds 3692 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Allworth Financial has 3692 total positions. Only the first 250 positions are shown.

Sign up to view all of the Allworth Financial June 30, 2024 positions
Download the Allworth Financial June 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	$2.2B		8.3M	271.06	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	8.1	$1.3B	+4%	17M	72.72	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	6.7	$1.0B	+3%	29M	35.72	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	6.6	$1.0B		13M	79.73	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	6.4	$996M	+2%	20M	50.19	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	5.9	$917M	+3%	12M	77.11	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	4.1	$638M	+4%	28M	22.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.0	$307M	+5%	1.2M	248.11	View chart
Ishares Tr Mbs Etf (MBB)	1.8	$278M	+7%	3.0M	92.81	View chart
Apple (AAPL)	1.7	$260M	+23%	1.2M	224.31	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.5	$236M	+2%	6.2M	37.87	View chart
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)	1.5	$232M	+86%	7.5M	30.99	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	1.5	$231M	+4%	4.6M	50.72	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	1.4	$223M		2.4M	94.59	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$201M	-2%	1.7M	120.37	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$134M		697k	191.59	View chart
Microsoft Corporation (MSFT)	0.8	$131M	+42%	301k	437.11	View chart
Ishares Tr Core Total Usd (IUSB)	0.8	$120M	+3%	2.6M	45.63	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.7	$116M	-43%	1.3M	91.75	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$107M		3.3M	32.91	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.6	$95M		3.7M	25.78	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$94M	+8%	822k	113.71	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$93M		169k	548.99	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.6	$91M		2.4M	38.00	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$91M		1.3M	68.53	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$82M		669k	122.43	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$68M	-2%	144k	475.24	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.4	$63M	+5%	935k	67.08	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$62M	+5%	167k	371.14	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$61M	+2%	1.1M	56.77	View chart
NVIDIA Corporation (NVDA)	0.4	$59M	+1028%	504k	117.93	View chart
JPMorgan Chase & Co. (JPM)	0.4	$58M	+223%	277k	209.78	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$57M	-2%	104k	551.98	View chart
Amazon (AMZN)	0.4	$56M	+2%	304k	183.13	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.3	$53M		1.3M	41.89	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$52M	-2%	565k	92.08	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$51M		567k	90.69	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$51M	+3%	489k	105.02	View chart
Broadcom (AVGO)	0.3	$50M	+2227%	316k	157.35	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$49M	+6%	296k	165.07	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$49M	-2%	134k	361.69	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$48M		377k	127.00	View chart
Procter & Gamble Company (PG)	0.3	$47M	+142%	280k	167.96	View chart
Home Depot (HD)	0.3	$46M	+189%	126k	363.36	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$46M	+7%	105k	434.47	View chart
Johnson & Johnson (JNJ)	0.3	$45M	+155%	290k	154.69	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$45M	+181%	549k	81.11	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.3	$41M	+2%	1.6M	25.20	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.3	$41M		3.4M	11.77	View chart
Chevron Corporation (CVX)	0.3	$40M	+132%	248k	159.15	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.3	$39M	+15%	1.4M	27.94	View chart
UnitedHealth (UNH)	0.3	$39M	+130%	69k	565.33	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$37M	-3%	619k	60.25	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$36M	+20%	724k	49.16	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$33M		515k	64.89	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$33M		343k	95.62	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$32M	+10%	413k	77.73	View chart
Coca-Cola Company (KO)	0.2	$31M	+586%	472k	65.29	View chart
American Express Company (AXP)	0.2	$30M	+1728%	124k	242.38	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$30M	-13%	304k	98.05	View chart
Ishares Tr Faln Angls Usd (FALN)	0.2	$30M	+3%	1.1M	26.60	View chart
Stryker Corporation (SYK)	0.2	$29M	+1138%	84k	340.95	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$29M	+2%	522k	54.77	View chart
Honeywell International (HON)	0.2	$29M	+395%	133k	214.61	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$28M	+8%	158k	177.66	View chart
Costco Wholesale Corporation (COST)	0.2	$27M	+24%	32k	838.13	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$27M	-4%	617k	43.93	View chart
At&t (T)	0.2	$27M	+83%	1.4M	19.12	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$26M		245k	107.18	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$26M	+19%	517k	50.41	View chart
Automatic Data Processing (ADP)	0.2	$26M	+1344%	105k	246.97	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.2	$25M		765k	32.79	View chart
Abbott Laboratories (ABT)	0.2	$24M	+343%	238k	102.03	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$24M		129k	187.38	View chart
Texas Instruments Incorporated (TXN)	0.2	$24M	+867%	120k	199.10	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$23M	-11%	510k	45.88	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$23M	-8%	228k	100.59	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$23M		103k	221.73	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$23M	-9%	452k	50.47	View chart
Exxon Mobil Corporation (XOM)	0.1	$22M	+15%	190k	116.07	View chart
Cisco Systems (CSCO)	0.1	$22M	+302%	464k	47.32	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$22M		435k	50.32	View chart
Walt Disney Company (DIS)	0.1	$22M	+340%	225k	95.74	View chart
Nextera Energy (NEE)	0.1	$22M	+449%	299k	72.00	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$21M	+4593%	445k	48.11	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$21M		112k	187.28	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$21M		451k	46.08	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$21M		640k	32.34	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$20M	-4%	118k	170.78	View chart
United Parcel Service CL B (UPS)	0.1	$20M	+511%	138k	145.18	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.1	$20M	+5%	421k	46.47	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$19M		195k	97.67	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.1	$19M	+27%	1.1M	17.10	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$19M	+756%	279k	66.45	View chart
Eaton Corp SHS (ETN)	0.1	$18M	+1740%	59k	311.89	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$18M		594k	30.26	View chart
Meta Platforms Cl A (META)	0.1	$18M	+29%	38k	476.79	View chart
Eastman Chemical Company (EMN)	0.1	$17M	+11317%	180k	97.15	View chart
Xcel Energy (XEL)	0.1	$17M	+4284%	312k	55.94	View chart
Visa Com Cl A (V)	0.1	$17M	+9%	65k	265.46	View chart
Prologis (PLD)	0.1	$17M	+1075%	140k	123.75	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$17M	-2%	159k	107.81	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$17M	+5%	361k	47.05	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$17M		415k	40.46	View chart
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)	0.1	$17M		778k	21.31	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$16M		73k	220.87	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$16M	-16%	182k	88.25	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$16M	+36%	275k	58.36	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$16M	+14%	89k	179.39	View chart
Tesla Motors (TSLA)	0.1	$15M	+11%	64k	239.20	View chart
Mastercard Incorporated Cl A (MA)	0.1	$15M	+9%	34k	443.68	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$15M	+11%	247k	61.23	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$14M		152k	91.67	View chart
Starbucks Corporation (SBUX)	0.1	$14M	+483%	175k	79.27	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$14M	-7%	174k	78.90	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$14M		293k	46.60	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$13M		278k	47.45	View chart
Wal-Mart Stores (WMT)	0.1	$13M	+5%	184k	70.75	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$13M		327k	39.01	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$12M	+3%	177k	68.12	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$12M	-2%	151k	79.53	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$12M		23k	504.54	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$12M		486k	23.89	View chart
Eli Lilly & Co. (LLY)	0.1	$12M	+82%	13k	857.44	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$12M		284k	40.51	View chart
Union Pacific Corporation (UNP)	0.1	$12M	+36%	48k	242.32	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$11M	-3%	49k	231.77	View chart
Bank of America Corporation (BAC)	0.1	$11M	+14%	263k	42.90	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$11M	-8%	241k	46.54	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$11M	+7%	207k	52.84	View chart
Oracle Corporation (ORCL)	0.1	$11M	+105%	78k	138.56	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$10M	+4%	234k	44.25	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.1	$10M	+10%	226k	45.69	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$10M		172k	59.35	View chart
Netflix (NFLX)	0.1	$10M	+20%	16k	633.35	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$10M	-6%	224k	45.47	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$9.9M	+29489%	288k	34.27	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$9.7M	+5899%	294k	32.84	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$9.5M	+22%	211k	45.32	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$9.0M		54k	164.76	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$9.0M	+12%	142k	63.16	View chart
Wells Fargo & Company (WFC)	0.1	$8.8M	+36%	149k	59.23	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$8.8M	+5%	356k	24.62	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$8.7M	-2%	304k	28.63	View chart
Caterpillar (CAT)	0.1	$8.7M	+9%	25k	347.62	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$8.5M		38k	227.20	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$8.5M	-2%	158k	53.65	View chart
McDonald's Corporation (MCD)	0.1	$8.4M	+24%	33k	257.28	View chart
Pepsi (PEP)	0.1	$8.4M	+7%	50k	169.36	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$8.4M	-2%	15k	572.84	View chart
Abbvie (ABBV)	0.1	$8.3M	+31%	48k	172.32	View chart
Realty Income (O)	0.1	$8.2M		143k	57.58	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$8.2M	-4%	38k	216.84	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$8.2M	-3%	108k	75.64	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$8.0M	+423%	264k	30.45	View chart
Amgen (AMGN)	0.1	$8.0M	+42%	24k	331.28	View chart
Merck & Co (MRK)	0.1	$8.0M	+26%	64k	125.77	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$8.0M	+4%	32k	251.69	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$8.0M	-4%	20k	402.94	View chart
Intel Corporation (INTC)	0.1	$7.9M	-4%	241k	32.98	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.1	$7.9M	+6%	183k	42.98	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$7.8M	+5%	85k	91.86	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$7.8M		122k	63.74	View chart
International Business Machines (IBM)	0.0	$7.7M	+59%	42k	183.25	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.0	$7.6M	-23%	79k	95.96	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$7.6M	-7%	94k	80.75	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.0	$7.6M	+134%	127k	59.54	View chart
Qualcomm (QCOM)	0.0	$7.5M	+23%	41k	186.21	View chart
First Tr Morningstar Divid L SHS (FDL)	0.0	$7.4M		186k	39.91	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$7.4M		47k	156.09	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.0	$7.3M	-44%	70k	103.56	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$7.2M	-23%	67k	107.31	View chart
General Dynamics Corporation (GD)	0.0	$7.2M		25k	288.22	View chart
Ge Aerospace Com New (GE)	0.0	$7.2M	+237%	45k	159.13	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.0	$7.1M	-4%	141k	50.53	View chart
Adobe Systems Incorporated (ADBE)	0.0	$7.1M	+24%	13k	550.99	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$6.9M	-11%	163k	42.24	View chart
Wp Carey (WPC)	0.0	$6.9M		116k	59.08	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$6.8M	-3%	102k	66.94	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$6.8M	+5%	173k	39.09	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$6.8M	-3%	40k	168.40	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$6.7M	+2%	171k	39.07	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.0	$6.7M	+3%	269k	24.88	View chart
Lockheed Martin Corporation (LMT)	0.0	$6.7M	+4%	14k	474.93	View chart
Kla Corp Com New (KLAC)	0.0	$6.6M		8.7k	762.52	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$6.6M	+10%	126k	52.33	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.0	$6.6M	-6%	259k	25.31	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.0	$6.4M	+24%	136k	47.12	View chart
Iron Mountain (IRM)	0.0	$6.2M		63k	98.28	View chart
Digital Realty Trust (DLR)	0.0	$6.2M	-6%	40k	155.17	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$6.2M		78k	79.66	View chart
Verizon Communications (VZ)	0.0	$6.1M		146k	41.62	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$6.0M	-7%	33k	179.84	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$5.9M		108k	54.64	View chart
Vanguard World Health Car Etf (VHT)	0.0	$5.8M	+6%	22k	270.90	View chart
Spdr Ser Tr Ice Pfd Sec Etf (PSK)	0.0	$5.8M		170k	34.18	View chart
salesforce (CRM)	0.0	$5.7M	+15%	23k	247.63	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.0	$5.6M	-12%	77k	73.16	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$5.6M	+8%	233k	23.91	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$5.5M	-23%	108k	51.01	View chart
Cme (CME)	0.0	$5.5M	+3%	27k	199.85	View chart
Applied Materials (AMAT)	0.0	$5.4M	+49%	26k	210.26	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$5.4M	+4%	130k	41.35	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$5.3M	-11%	62k	85.65	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.0	$5.3M	+14%	214k	24.80	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$5.3M	-9%	36k	147.87	View chart
Philip Morris International (PM)	0.0	$5.2M	+4%	49k	107.12	View chart
Target Corporation (TGT)	0.0	$5.2M	+4%	35k	149.73	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	0.0	$5.1M	-80%	137k	37.50	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$5.1M		138k	36.89	View chart
Eaton Vance Enhanced Equity Income Fund (EOI)	0.0	$5.0M	-27%	265k	18.89	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.0	$4.9M	-15%	97k	50.60	View chart
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX)	0.0	$4.9M	-24%	204k	23.92	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$4.9M		29k	170.35	View chart
Virtus Allianzgi Equity & Conv (NIE)	0.0	$4.7M	-27%	206k	22.76	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.0	$4.6M	+36%	96k	48.04	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$4.6M		8.4k	550.67	View chart
Legg Mason Etf Invt Westn Aset Ttl (WBND)	0.0	$4.6M	+3%	228k	20.14	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$4.6M	-19%	95k	48.29	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$4.6M	-6%	26k	175.30	View chart
PG&E Corporation (PCG)	0.0	$4.6M		254k	18.00	View chart
Advanced Micro Devices (AMD)	0.0	$4.6M	+18%	30k	151.58	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$4.5M	-11%	65k	70.13	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$4.5M		18k	248.56	View chart
Raytheon Technologies Corp (RTX)	0.0	$4.4M	+17%	43k	102.81	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$4.4M	-2%	44k	98.99	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.0	$4.3M	-2%	172k	25.12	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.0	$4.2M	+2266%	117k	36.24	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$4.1M		97k	42.85	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$4.1M	-7%	30k	138.59	View chart
Columbia Banking System (COLB)	0.0	$4.1M	+8%	175k	23.30	View chart
Intuitive Surgical Com New (ISRG)	0.0	$4.0M		8.9k	455.02	View chart
Novo-nordisk A S Adr (NVO)	0.0	$4.0M	+4%	30k	131.54	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.0	$3.8M	-5%	67k	56.91	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$3.8M	-7%	99k	38.42	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.0	$3.8M	+14676%	127k	29.70	View chart
Boeing Company (BA)	0.0	$3.7M	-35%	21k	179.67	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.0	$3.7M	-21%	79k	46.71	View chart
Flexshares Tr Intl Qltdv Idx (IQDF)	0.0	$3.7M	-4%	147k	24.95	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$3.7M		40k	92.37	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$3.6M	+2%	206k	17.56	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$3.6M	-4%	43k	83.46	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$3.6M	+90%	106k	33.98	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.0	$3.6M	-15%	75k	47.62	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$3.5M	+12%	21k	165.77	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$3.4M		27k	126.81	View chart
Pfizer (PFE)	0.0	$3.4M	+9%	113k	29.97	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$3.4M	+20%	10k	329.20	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$3.4M	-5%	47k	71.43	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$3.4M	-15%	67k	50.46	View chart

Past Filings by Allworth Financial

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

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
Allworth Financial 2020 Q4 filed Jan. 26, 2021

View all past filings

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