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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, SPYG, SPDW, SPYV, and represent 39.18% of Allworth Financial's stock portfolio.
Added to shares of these 10 stocks: BND (+$120M), BSV (+$113M), GOVT (+$100M), SPDW (+$65M), SCHD (+$43M), VOO (+$40M), IJR (+$38M), PSEP (+$36M), MBB (+$34M), USIG (+$31M).
Started 378 new stock positions in SLQD, IAI, FDMO, ALNT, AMSF, DCO, NBY, CURB, BSCR, LEGN.
Reduced shares in these 10 stocks: VTI (-$106M), SPYG (-$85M), PMAY (-$23M), AVUV (-$20M), RWL (-$20M), SPIB (-$15M), PGX (-$13M), CGGR (-$6.1M), QQQ (-$5.4M), NAPR.
Sold out of its positions in AIR, ATNI, ARAY, Advent Conv & Income, ADV, AGFY, Akoustis Technologies, ALIT, ALUR, EXTO.
Allworth Financial was a net buyer of stock by $1.6B.
Allworth Financial has $18B in assets under management (AUM), dropping by 10.68%.
Central Index Key (CIK): 0001555170

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Portfolio Holdings for Allworth Financial

Allworth Financial holds 3933 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Allworth Financial has 3933 total positions. Only the first 250 positions are shown.

Sign up to view all of the Allworth Financial Dec. 31, 2024 positions
Download the Allworth Financial December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	13.3	$2.4B	-4%	8.1M	300.60	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	7.7	$1.4B	+9%	19M	72.01	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	6.2	$1.1B	-7%	12M	91.92	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	6.1	$1.1B	+6%	32M	35.25	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	5.9	$1.1B		20M	52.32	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	5.8	$1.1B	+11%	14M	77.34	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	4.1	$747M	+15%	33M	22.48	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.1	$379M	+7%	1.4M	276.68	View chart
Ishares Tr Mbs Etf (MBB)	1.7	$316M	+12%	3.4M	91.77	View chart
Apple (AAPL)	1.5	$280M	+8%	1.2M	223.83	View chart
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)	1.5	$268M	+5%	8.1M	33.11	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	1.5	$266M	+13%	5.3M	50.37	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.4	$250M	+3%	6.5M	38.60	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$228M	+2%	1.7M	133.47	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	1.2	$226M	-8%	2.2M	102.26	View chart
Microsoft Corp Call Call Option (Principal) (MSFT)	0.8	$154M	+13%	345k	446.20	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.8	$153M	+4%	743k	206.26	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.8	$151M	+5%	4.2M	35.94	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$139M	+37%	1.2M	118.92	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.7	$124M	+2%	3.0M	42.02	View chart
Ishares Tr Core Total Usd (IUSB)	0.7	$122M	+4%	2.7M	45.27	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.7	$120M	+3%	4.7M	25.37	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.7	$120M	+10%	3.1M	38.35	View chart
Spdr S&p 500 Etf Tr Call Call Option (Principal) (SPY)	0.6	$107M		176k	606.44	View chart
Ishares Tr Core Msci Total (IXUS)	0.5	$92M	+3%	1.4M	67.79	View chart
NVIDIA Corporation (NVDA)	0.5	$90M	+12%	612k	147.07	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$89M		678k	132.01	View chart
JPMorgan Chase & Co. (JPM)	0.5	$89M	+24%	339k	262.84	View chart
Amazon (AMZN)	0.4	$77M	+10%	329k	235.01	View chart
Broadcom (AVGO)	0.4	$77M		318k	240.91	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$77M	+6%	180k	424.50	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.4	$75M	+4%	1.0M	73.98	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$73M	+29%	120k	609.30	View chart
Home Depot (HD)	0.4	$69M	+33%	169k	410.10	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$69M		1.2M	58.87	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$68M	+39%	147k	460.51	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$66M	-7%	125k	531.51	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$63M	+20%	592k	105.60	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$59M	+275%	2.1M	27.92	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$59M		551k	106.14	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$57M	+9%	326k	175.97	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.3	$57M	+6%	1.4M	41.31	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$54M	-2%	129k	415.61	View chart
Chevron Corporation (CVX)	0.3	$53M	+31%	340k	156.41	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$53M	+294%	95k	557.61	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$52M	-3%	546k	94.83	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$51M	-7%	347k	145.72	View chart
Costco Wholesale Corporation (COST)	0.3	$50M	+65%	53k	944.69	View chart
Procter & Gamble Company (PG)	0.3	$49M	+7%	297k	164.74	View chart
Johnson & Johnson (JNJ)	0.3	$47M	+8%	323k	145.27	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$47M	+30%	813k	57.61	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$46M	+175%	228k	200.03	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.2	$45M	+97%	1.5M	29.75	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.2	$44M	+7%	1.8M	24.86	View chart
American Express Company (AXP)	0.2	$40M	+3%	125k	322.25	View chart
UnitedHealth (UNH)	0.2	$38M	+3%	73k	519.72	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$38M	+40%	356k	106.31	View chart
Visa Com Cl A (V)	0.2	$37M	+79%	115k	323.56	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$37M	+14%	381k	97.01	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$36M	+17984%	915k	39.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$36M	+16%	183k	198.37	View chart
Oracle Corporation (ORCL)	0.2	$36M	+118%	194k	184.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$34M	-7%	525k	65.48	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$34M	+101%	1.4M	24.28	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$33M	+33%	742k	44.17	View chart
Exxon Mobil Corporation (XOM)	0.2	$33M	+43%	298k	109.53	View chart
Stryker Corporation (SYK)	0.2	$33M		84k	390.49	View chart
Ishares Tr Faln Angls Usd (FALN)	0.2	$33M	+6%	1.2M	26.99	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$33M	+15%	649k	50.03	View chart
Coca-Cola Company (KO)	0.2	$33M	+14%	526k	61.78	View chart
Cisco Systems (CSCO)	0.2	$32M	+11%	520k	61.63	View chart
At&t (T)	0.2	$32M		1.4M	22.32	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$32M	+65%	742k	42.85	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$32M		405k	78.14	View chart
Automatic Data Processing (ADP)	0.2	$31M		105k	296.36	View chart
Honeywell International (HON)	0.2	$31M	+4%	138k	223.09	View chart
Meta Platforms Call Call Option (Principal) (META)	0.2	$31M	+23%	49k	623.50	View chart
Tesla Motors (TSLA)	0.2	$30M	+13%	72k	415.11	View chart
Abbott Laboratories (ABT)	0.2	$29M	-5%	249k	117.78	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.2	$29M	-30%	2.5M	11.65	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.2	$28M	+29%	1.6M	17.14	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$27M	+81664%	253k	107.05	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$27M	+4%	106k	254.43	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$27M	-2%	762k	34.92	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$27M	+10886%	131k	202.30	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$26M	+8%	510k	51.15	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$26M		127k	201.08	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$25M	+200%	1.1M	24.07	View chart
Nextera Energy (NEE)	0.1	$25M	+26%	366k	68.49	View chart
Walt Disney Company (DIS)	0.1	$25M	+9%	229k	108.81	View chart
Texas Instruments Incorporated (TXN)	0.1	$25M	-3%	126k	197.05	View chart
Abbvie (ABBV)	0.1	$24M	+66%	144k	169.20	View chart
Caterpillar (CAT)	0.1	$24M	+146%	61k	397.61	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.1	$24M	+15%	517k	45.97	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$23M	+8%	229k	100.57	View chart
Eaton Corp SHS (ETN)	0.1	$23M	+6%	62k	371.23	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$21M	+1937%	888k	23.54	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$21M		106k	195.41	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$21M	-2%	113k	183.72	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$20M	-7%	203k	100.99	View chart
Wal-Mart Stores (WMT)	0.1	$20M	+19%	217k	93.23	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$20M	-4%	187k	107.42	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$20M	+4%	394k	49.40	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$19M	-14%	385k	50.51	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$19M	-5%	424k	45.36	View chart
United Parcel Service CL B (UPS)	0.1	$19M	+2%	144k	132.55	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$19M	-4%	418k	45.53	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$19M	+84%	412k	44.99	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$19M	+215%	505k	36.68	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$19M	-2%	155k	119.44	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$18M	+10219%	166k	110.93	View chart
Mastercard Incorporated Cl A (MA)	0.1	$18M	+6%	35k	527.18	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$18M	+11%	301k	60.39	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$18M	+3%	387k	46.52	View chart
Starbucks Corporation (SBUX)	0.1	$18M		181k	97.73	View chart
Chubb (CB)	0.1	$17M	+551%	65k	268.32	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$17M	-2%	70k	241.39	View chart
Raytheon Technologies Corp (RTX)	0.1	$17M	+218%	136k	124.38	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$17M	-4%	557k	30.05	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$17M	+1179%	284k	58.85	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$17M	+926%	287k	58.02	View chart
Xcel Energy (XEL)	0.1	$17M	-14%	248k	66.98	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$16M	+4%	288k	56.31	View chart
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)	0.1	$16M		767k	21.11	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$16M	+13%	177k	91.65	View chart
Eastman Chemical Company (EMN)	0.1	$16M		175k	92.18	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$16M	+6%	288k	55.36	View chart
Netflix (NFLX)	0.1	$16M	+3%	16k	953.97	View chart
Prologis (PLD)	0.1	$16M		134k	115.13	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.1	$15M	+156%	493k	30.04	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$15M	-6%	277k	52.44	View chart
Realty Income (O)	0.1	$15M	+56%	269k	53.96	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$14M	-2%	342k	41.85	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$14M	-59%	140k	99.84	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$14M	+11%	242k	57.47	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$14M	+29%	267k	52.03	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$14M	+73%	184k	74.76	View chart
International Business Machines (IBM)	0.1	$14M	+44%	61k	223.26	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$14M	-4%	161k	84.59	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$13M	+135%	74k	181.49	View chart
Wells Fargo & Company (WFC)	0.1	$13M	+8%	170k	77.54	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$13M	+7%	196k	66.94	View chart
Waste Connections (WCN)	0.1	$13M	+1412%	73k	178.45	View chart
Union Pacific Corporation (UNP)	0.1	$13M	+7%	55k	235.80	View chart
Verizon Communications (VZ)	0.1	$13M	+125%	325k	38.95	View chart
Bank of America Corporation (BAC)	0.1	$13M	+3%	275k	45.79	View chart
Southern Company (SO)	0.1	$13M	+363%	152k	82.52	View chart
McDonald's Corporation (MCD)	0.1	$13M	+25%	45k	281.35	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$12M	+123%	187k	66.46	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$12M	+113%	263k	46.98	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$12M	-2%	45k	271.52	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$12M	+10%	262k	46.43	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$12M	+3%	508k	23.51	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$12M	+110%	227k	51.95	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$12M	NEW	17.00	691500.00	View chart
Carrier Global Corporation (CARR)	0.1	$12M	+1657%	168k	70.03	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$12M	+11%	172k	67.70	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.1	$12M	+126801%	377k	30.83	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$12M		282k	41.10	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$11M	-9%	240k	47.50	View chart
Eli Lilly & Co. (LLY)	0.1	$11M	+40%	15k	754.01	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$11M	+21%	45k	251.26	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$11M	-2%	230k	48.31	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$11M	+71942%	279k	39.74	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$11M		174k	62.90	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.1	$11M	+195%	349k	31.03	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$11M	+28%	47k	228.29	View chart
Thermo Fisher Scientific (TMO)	0.1	$11M	+183%	19k	574.58	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.1	$11M	+18205%	261k	40.97	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$11M	+37%	329k	31.81	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$10M	+2578%	179k	58.37	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.1	$10M	NEW	465k	22.09	View chart
Duke Energy Corp Com New (DUK)	0.1	$10M	+368%	93k	108.82	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$9.9M	+11%	401k	24.75	View chart
Pepsi (PEP)	0.1	$9.9M	+39%	67k	148.09	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$9.9M	+21%	186k	52.93	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$9.8M	+8%	59k	167.76	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$9.8M	+2%	337k	28.93	View chart
Amgen (AMGN)	0.1	$9.6M	+39%	35k	273.44	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$9.6M	-10%	123k	78.15	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.1	$9.4M		209k	45.19	View chart
Novartis Sponsored Adr (NVS)	0.1	$9.4M	+2354%	96k	98.17	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$9.1M	NEW	264k	34.43	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$9.1M	+3%	32k	279.63	View chart
Unilever Spon Adr New (UL)	0.0	$9.0M	+1351%	161k	56.05	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$9.0M	+343%	185k	48.65	View chart
Philip Morris International (PM)	0.0	$8.9M	+20%	72k	122.89	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.0	$8.9M	+11%	208k	42.57	View chart
Merck & Co (MRK)	0.0	$8.7M	+31%	91k	95.68	View chart
Qualcomm (QCOM)	0.0	$8.7M	-12%	51k	170.24	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$8.6M	-3%	90k	95.48	View chart
Lockheed Martin Corporation (LMT)	0.0	$8.6M	+23%	17k	499.34	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$8.5M	-2%	19k	441.28	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$8.3M		120k	69.22	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$8.2M	+3%	91k	90.56	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$8.1M	+922%	281k	28.88	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$8.1M	+25%	42k	192.65	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.0	$8.0M	+22%	320k	25.11	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.0	$8.0M	+9215%	386k	20.65	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$7.8M	-6%	117k	66.17	View chart
First American Financial (FAF)	0.0	$7.7M	+2868%	125k	61.74	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$7.7M	+134%	95k	81.60	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$7.7M	+38%	320k	24.12	View chart
salesforce (CRM)	0.0	$7.6M	+5%	23k	332.62	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$7.6M	+3%	46k	166.50	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$7.5M		12k	645.24	View chart
Wp Carey (WPC)	0.0	$7.5M		137k	55.16	View chart
Ishares Tr Ultra Short-term (ICSH)	0.0	$7.4M	+33%	147k	50.58	View chart
Innovator Etfs Trust Growth 100 Power (NSEP)	0.0	$7.4M	NEW	283k	26.18	View chart
Zoetis Cl A (ZTS)	0.0	$7.3M	+1677%	44k	166.63	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$7.3M	+152%	65k	111.17	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$7.3M		178k	40.77	View chart
Digital Realty Trust (DLR)	0.0	$7.2M		40k	182.44	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$7.2M	+2824%	276k	26.26	View chart
Hartford Fds Exchange Traded Core Bd Etf (HCRB)	0.0	$7.2M	+144%	209k	34.56	View chart
General Dynamics Corporation (GD)	0.0	$7.2M	+4%	27k	268.84	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$7.1M	+1369%	82k	87.33	View chart
Iron Mountain (IRM)	0.0	$7.1M		64k	109.98	View chart
Kla Corp Com New (KLAC)	0.0	$7.0M	+5%	9.1k	771.91	View chart
Intuitive Surgical Com New (ISRG)	0.0	$6.9M	+35%	11k	610.46	View chart
First Tr Morningstar Divid L SHS (FDL)	0.0	$6.9M		170k	40.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.0	$6.9M	NEW	137k	50.56	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$6.9M	+126%	359k	19.13	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$6.8M	+48%	31k	223.20	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.0	$6.8M	+101%	216k	31.38	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$6.7M	+304%	231k	29.14	View chart
Canadian Pacific Kansas City (CP)	0.0	$6.7M	+673%	86k	78.42	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$6.7M	+11%	129k	51.76	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$6.7M	+34%	37k	182.77	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$6.6M	+27%	123k	53.76	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.0	$6.6M	-68%	201k	32.81	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.0	$6.5M	-10%	59k	110.74	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.0	$6.4M	+11%	80k	80.33	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$6.4M	-5%	95k	67.78	View chart
American Tower Reit (AMT)	0.0	$6.4M	+380%	35k	185.29	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$6.3M	-10%	143k	44.23	View chart
Essential Utils (WTRG)	0.0	$6.3M	+6305%	187k	33.61	View chart
Adobe Systems Incorporated (ADBE)	0.0	$6.2M	+11%	14k	437.31	View chart
Cme (CME)	0.0	$6.2M	+2%	27k	232.53	View chart
Vanguard World Health Car Etf (VHT)	0.0	$6.2M	+12%	24k	262.79	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.0	$6.1M	+45533%	92k	65.89	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$5.9M	+2322%	237k	24.93	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$5.8M	+251%	81k	70.85	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$5.8M		132k	43.53	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$5.7M	+72%	237k	24.00	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.0	$5.6M	+5%	229k	24.47	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$5.6M		69k	80.33	View chart
Intel Corporation (INTC)	0.0	$5.5M	+9%	254k	21.86	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$5.5M	+184%	39k	140.25	View chart
Spdr Ser Tr Ice Pfd Sec Etf (PSK)	0.0	$5.5M	-3%	163k	33.68	View chart

Past Filings by Allworth Financial

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

Allworth Financial 2024 Q4 filed Jan. 30, 2025
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

View all past filings

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