Hanson McClain Advisors

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

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Allworth Financial

Allworth Financial holds 3249 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Allworth Financial has 3249 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 14.6 $1.7B +24% 7.8M 220.28
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 9.0 $1.1B +3% 15M 72.69
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 7.5 $882M +71% 12M 75.57
 View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 6.5 $764M +6% 24M 32.54
 View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 6.2 $729M +136% 17M 43.20
 View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 6.0 $713M +150% 12M 61.01
 View chart
Ishares Tr Us Treas Bd Etf (GOVT) 3.9 $464M +10% 20M 22.90
 View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.3 $266M +8% 7.7M 34.38
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 2.0 $236M +66% 1.1M 220.16
 View chart
Ishares Tr Mbs Etf (MBB) 2.0 $234M +2% 2.5M 93.27
 View chart
Ishares Tr Usd Inv Grde Etf (USIG) 1.6 $192M +5% 3.8M 50.09
 View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 1.5 $181M +55% 2.3M 80.00
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 1.5 $177M -8% 1.8M 97.84
 View chart
American Centy Etf Tr Us Eqt Etf (AVUS) 1.4 $161M +77% 2.1M 75.19
 View chart
Apple (AAPL) 1.1 $134M +2% 689k 193.97
 View chart
Legg Mason Etf Invt Franklin Us Low (LVHD) 1.1 $133M +17% 3.6M 36.67
 View chart
Ishares Tr Core Total Usd (IUSB) 1.1 $124M -3% 2.7M 45.47
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.0 $114M +43% 686k 165.40
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.8 $94M -15% 211k 445.71
 View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.7 $87M +8% 3.2M 27.15
 View chart
Dimensional Etf Trust World Ex Us Core (DFAX) 0.7 $79M +9% 3.4M 23.31
 View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.6 $76M +4% 2.4M 30.99
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $69M -36% 156k 443.28
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $69M +8% 646k 106.07
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $64M +36% 641k 99.65
 View chart
Ishares Tr Core Msci Total (IXUS) 0.5 $64M 1.0M 62.62
 View chart
Microsoft Corporation (MSFT) 0.5 $60M +4% 177k 340.54
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $55M -25% 147k 369.42
 View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.4 $47M +6% 871k 54.44
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.4 $46M +9% 162k 282.96
 View chart
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $44M 426k 104.04
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $44M -33% 624k 70.48
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $43M -53% 155k 275.18
 View chart
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.4 $42M -5% 1.0M 41.73
 View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.3 $41M -19% 3.6M 11.37
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $39M +9% 700k 55.33
 View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF) 0.3 $38M +18% 1.7M 23.03
 View chart
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $36M +23% 369k 97.64
 View chart
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $36M +23% 459k 78.26
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $35M +48% 358k 97.95
 View chart
Vanguard Index Fds Value Etf (VTV) 0.3 $35M -22% 246k 142.10
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $35M -4% 753k 46.18
 View chart
Ishares Tr National Mun Etf (MUB) 0.3 $35M -4% 324k 106.73
 View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.3 $33M +22% 897k 37.08
 View chart
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $33M -7% 287k 115.26
 View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.3 $33M -16% 658k 50.14
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $32M -4% 788k 40.68
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $30M 116k 261.48
 View chart
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.3 $30M 931k 32.11
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $30M -4% 569k 52.37
 View chart
Ishares Tr Faln Angls Usd (FALN) 0.2 $29M +16% 1.1M 25.37
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $28M +7% 83k 341.00
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $28M -21% 207k 134.87
 View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $28M -24% 604k 45.99
 View chart
Victory Portfolios Ii Core Intermediat (UITB) 0.2 $25M 543k 46.05
 View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $23M +4% 504k 46.39
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $22M 55k 407.28
 View chart
Johnson & Johnson (JNJ) 0.2 $19M +4% 115k 165.52
 View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $19M -34% 679k 27.32
 View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $18M -95% 200k 91.82
 View chart
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $18M +19% 354k 50.82
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $18M -11% 235k 75.66
 View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $18M -9% 202k 87.30
 View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $18M 108k 163.65
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $17M -3% 108k 161.19
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $17M -18% 107k 162.43
 View chart
Amazon (AMZN) 0.1 $16M +19% 126k 130.36
 View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $16M +71% 324k 50.22
 View chart
Exxon Mobil Corporation (XOM) 0.1 $16M +2% 150k 107.25
 View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $16M -68% 230k 69.21
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.1 $15M +3% 126k 119.70
 View chart
Dimensional Etf Trust Us High Profitab (DUHP) 0.1 $15M +17% 560k 26.54
 View chart
Procter & Gamble Company (PG) 0.1 $15M +11% 97k 151.74
 View chart
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $15M -6% 423k 34.50
 View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.1 $14M +9% 215k 63.53
 View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF) 0.1 $13M NEW 546k 24.33
 View chart
UnitedHealth (UNH) 0.1 $13M 27k 480.64
 View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $13M +7828% 159k 79.79
 View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $12M 263k 47.05
 View chart
Ishares Core Msci Emkt (IEMG) 0.1 $12M 249k 49.29
 View chart
Tesla Motors (TSLA) 0.1 $12M +10% 46k 261.77
 View chart
Chevron Corporation (CVX) 0.1 $12M 77k 157.35
 View chart
Ishares Tr Tips Bd Etf (TIP) 0.1 $12M +314% 112k 107.62
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.1 $12M -58% 166k 72.50
 View chart
JPMorgan Chase & Co. (JPM) 0.1 $12M -4% 80k 145.44
 View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $12M -34% 304k 37.69
 View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $11M -27% 56k 205.77
 View chart
At&t (T) 0.1 $11M 716k 15.95
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.1 $11M +2% 63k 178.27
 View chart
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX) 0.1 $11M NEW 471k 23.57
 View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.1 $11M 241k 46.16
 View chart
Visa Com Cl A (V) 0.1 $11M 46k 237.48
 View chart
NVIDIA Corporation (NVDA) 0.1 $11M +2% 26k 423.02
 View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $11M +3% 456k 23.60
 View chart
Mastercard Incorporated Cl A (MA) 0.1 $11M 27k 393.30
 View chart
Ishares Tr Esg Msci Leadr (SUSL) 0.1 $10M +19% 135k 77.42
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $10M +10% 180k 56.08
 View chart
Innovator Etfs Tr Grwt Accltd Plus (QTJA) 0.1 $9.8M NEW 481k 20.41
 View chart
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $9.5M +24% 202k 47.17
 View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $9.4M 338k 27.77
 View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $9.3M +260% 205k 45.42
 View chart
Home Depot (HD) 0.1 $9.3M 30k 310.64
 View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB) 0.1 $9.2M +201% 549k 16.84
 View chart
Costco Wholesale Corporation (COST) 0.1 $9.2M +11% 17k 538.38
 View chart
Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $9.1M -40% 181k 50.32
 View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.1 $8.9M NEW 253k 35.11
 View chart
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $8.7M -7% 62k 140.80
 View chart
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $8.5M +8% 219k 38.84
 View chart
Altshares Trust Merger Arbitrage (ARB) 0.1 $8.5M -2% 334k 25.47
 View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $8.4M -38% 61k 138.38
 View chart
Wal-Mart Stores (WMT) 0.1 $8.3M +11% 53k 157.18
 View chart
Realty Income (O) 0.1 $8.3M -3% 138k 59.79
 View chart
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $8.2M +4% 82k 100.63
 View chart
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $8.0M +2000% 107k 75.07
 View chart
Pepsi (PEP) 0.1 $8.0M +39% 43k 185.22
 View chart
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $7.9M +401% 223k 35.60
 View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.1 $7.9M +17% 87k 90.78
 View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $7.9M -32% 101k 77.61
 View chart
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $7.8M -38% 82k 95.41
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.1 $7.8M 39k 198.89
 View chart
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $7.8M -8% 307k 25.37
 View chart
Ishares Tr Core Msci Intl (IDEV) 0.1 $7.8M -2% 127k 61.12
 View chart
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $7.8M -2% 169k 45.89
 View chart
Wp Carey (WPC) 0.1 $7.7M -3% 114k 67.56
 View chart
First Tr Morningstar Divid L SHS (FDL) 0.1 $7.7M +5% 226k 34.01
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $7.7M -19% 103k 74.33
 View chart
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $7.4M +15% 207k 35.95
 View chart
Innovator Etfs Tr Intrnl Dev Jan (IJAN) 0.1 $7.4M NEW 255k 29.13
 View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $7.4M -59% 22k 343.85
 View chart
Ishares Tr Short Treas Bd (SHV) 0.1 $7.2M -37% 66k 110.45
 View chart
First Tr Value Line Divid In SHS (FVD) 0.1 $7.0M -19% 174k 40.09
 View chart
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB) 0.1 $7.0M -22% 136k 51.34
 View chart
Ishares Tr Blackrock Ultra (ICSH) 0.1 $6.9M -46% 136k 50.30
 View chart
Intel Corporation (INTC) 0.1 $6.8M 205k 33.44
 View chart
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $6.8M -35% 70k 97.46
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.1 $6.7M -24% 36k 187.27
 View chart
Virtus Allianzgi Equity & Conv (NIE) 0.1 $6.7M NEW 318k 21.15
 View chart
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $6.7M -25% 141k 47.42
 View chart
Eaton Vance Enhanced Equity Income Fund (EOI) 0.1 $6.7M NEW 404k 16.49
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $6.6M -5% 84k 79.03
 View chart
Dimensional Etf Trust Short Duration F (DFSD) 0.1 $6.6M -22% 142k 46.35
 View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $6.5M -8% 135k 48.06
 View chart
McDonald's Corporation (MCD) 0.1 $6.3M 21k 298.41
 View chart
Ishares Gold Tr Ishares New (IAU) 0.1 $6.3M +5% 173k 36.39
 View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $6.2M 122k 50.45
 View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $6.2M -10% 113k 54.80
 View chart
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $6.1M +17% 101k 60.91
 View chart
Ishares Tr Core Intl Aggr (IAGG) 0.1 $6.1M -26% 124k 49.29
 View chart
Lockheed Martin Corporation (LMT) 0.1 $6.1M +6% 13k 460.37
 View chart
Vanguard Index Fds Large Cap Etf (VV) 0.1 $6.1M 30k 202.72
 View chart
Ishares Tr Eafe Value Etf (EFV) 0.1 $6.0M -36% 123k 48.94
 View chart
Union Pacific Corporation (UNP) 0.1 $6.0M +6% 29k 204.62
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $5.9M -9% 82k 72.62
 View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 0.0 $5.8M 263k 21.91
 View chart
Innovator Etfs Tr Us Eqty Acc Etf (XDJA) 0.0 $5.7M NEW 248k 23.11
 View chart
Innovator Etfs Tr Us Eqt Acc 9 Bfr (XBJA) 0.0 $5.7M NEW 232k 24.59
 View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $5.7M +25% 238k 23.91
 View chart
Meta Platforms Cl A (META) 0.0 $5.7M +3% 20k 286.98
 View chart
Bank of America Corporation (BAC) 0.0 $5.5M 192k 28.69
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $5.5M +300% 37k 149.64
 View chart
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $5.4M -2% 41k 130.64
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.0 $5.4M +46% 44k 120.97
 View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $5.4M 76k 71.03
 View chart
Cisco Systems (CSCO) 0.0 $5.4M -2% 103k 51.74
 View chart
Caterpillar (CAT) 0.0 $5.3M 21k 246.05
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $5.2M -2% 147k 35.65
 View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $5.2M 89k 58.66
 View chart
Boeing Company (BA) 0.0 $5.1M +15% 24k 211.16
 View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.0 $5.1M 206k 24.70
 View chart
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $4.9M -14% 150k 32.85
 View chart
Dbx Etf Tr Xtrack Hrvst Csi (ASHR) 0.0 $4.9M -7% 183k 26.76
 View chart
Ishares Tr U.s. Tech Etf (IYW) 0.0 $4.8M -36% 44k 108.87
 View chart
Merck & Co (MRK) 0.0 $4.8M 41k 115.39
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $4.7M -3% 46k 102.94
 View chart
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $4.7M -12% 80k 58.98
 View chart
Netflix (NFLX) 0.0 $4.6M +7% 11k 440.49
 View chart
Philip Morris International (PM) 0.0 $4.5M -6% 47k 97.62
 View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.0 $4.5M -13% 87k 51.84
 View chart
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB) 0.0 $4.5M -2% 211k 21.40
 View chart
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.0 $4.4M +29% 103k 42.58
 View chart
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $4.4M +829% 30k 148.83
 View chart
Nextera Energy (NEE) 0.0 $4.4M -10% 59k 74.20
 View chart
Innovator Etfs Tr Us Sml Cp Pwr B (KJUL) 0.0 $4.4M NEW 170k 25.69
 View chart
Strategy Ns 7handl Idx (HNDL) 0.0 $4.3M +51392% 214k 20.33
 View chart
Ishares Tr TRS FLT RT BD (TFLO) 0.0 $4.3M +4% 85k 50.67
 View chart
Target Corporation (TGT) 0.0 $4.3M +78% 33k 131.90
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $4.3M -9% 27k 157.83
 View chart
Ishares Tr Ibonds Dec24 Etf (IBDP) 0.0 $4.2M 172k 24.62
 View chart
Pfizer (PFE) 0.0 $4.2M +4% 116k 36.68
 View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.0 $4.2M -2% 174k 24.38
 View chart
Honeywell International (HON) 0.0 $4.2M 20k 207.50
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $4.2M -2% 8.7k 478.90
 View chart
American Centy Etf Tr Quality Prefer (QPFF) 0.0 $4.2M NEW 117k 35.49
 View chart
Kla Corp Com New (KLAC) 0.0 $4.1M 8.6k 485.05
 View chart
Flexshares Tr Intl Qltdv Idx (IQDF) 0.0 $4.1M -7% 186k 22.17
 View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.0 $4.0M +20% 115k 34.65
 View chart
PG&E Corporation (PCG) 0.0 $4.0M +11% 229k 17.28
 View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $3.9M 20k 201.56
 View chart
Oracle Corporation (ORCL) 0.0 $3.9M +8% 33k 119.09
 View chart
Ishares Tr Ibonds Dec23 Etf (IBDO) 0.0 $3.9M -6% 154k 25.29
 View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $3.9M 79k 49.28
 View chart
Advanced Micro Devices (AMD) 0.0 $3.9M +31% 34k 113.91
 View chart
Amgen (AMGN) 0.0 $3.9M +4% 17k 222.02
 View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 0.0 $3.8M -8% 97k 39.14
 View chart
Adobe Systems Incorporated (ADBE) 0.0 $3.8M 7.7k 488.97
 View chart
Broadcom (AVGO) 0.0 $3.8M +57% 4.4k 867.51
 View chart
Flexshares Tr Qualt Divd Idx (QDF) 0.0 $3.7M -9% 65k 57.79
 View chart
Ishares Tr Ibonds 23 Trm Ts (IBTD) 0.0 $3.7M 150k 24.81
 View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $3.6M -8% 48k 75.09
 View chart
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $3.6M -23% 29k 122.58
 View chart
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $3.6M +389% 53k 67.50
 View chart
Walt Disney Company (DIS) 0.0 $3.5M -2% 40k 89.28
 View chart
Verizon Communications (VZ) 0.0 $3.5M -12% 94k 37.19
 View chart
Pacer Fds Tr Pacer Us Small (CALF) 0.0 $3.5M +84671% 85k 40.70
 View chart
Innovator Etfs Tr Us Sml Cp Pwr B (KJAN) 0.0 $3.4M NEW 108k 31.98
 View chart
Abbvie (ABBV) 0.0 $3.4M -5% 25k 134.73
 View chart
Vanguard World Fds Health Car Etf (VHT) 0.0 $3.4M -5% 14k 244.81
 View chart
Select Sector Spdr Tr Energy (XLE) 0.0 $3.3M -9% 41k 81.17
 View chart
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $3.3M +3% 71k 46.64
 View chart
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $3.3M -2% 34k 95.09
 View chart
Abbott Laboratories (ABT) 0.0 $3.2M -3% 30k 109.02
 View chart
Raytheon Technologies Corp (RTX) 0.0 $3.2M 33k 97.96
 View chart
Pimco Etf Tr Active Bd Etf (BOND) 0.0 $3.2M +4% 35k 91.62
 View chart
Dbx Etf Tr Xtrackers Shrt (SHYL) 0.0 $3.2M 74k 43.46
 View chart
Coca-Cola Company (KO) 0.0 $3.2M -6% 53k 60.22
 View chart
Vita Coco Co Inc/the (COCO) 0.0 $3.2M 119k 26.87
 View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $3.2M +20% 86k 36.99
 View chart
Wells Fargo & Company (WFC) 0.0 $3.2M +28% 74k 42.68
 View chart
Qualcomm (QCOM) 0.0 $3.1M -3% 26k 119.04
 View chart
International Business Machines (IBM) 0.0 $3.1M +26% 23k 133.81
 View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.0 $3.1M -2% 66k 47.10
 View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.0 $3.1M NEW 62k 49.53
 View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $3.0M +8125% 63k 47.87
 View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.0 $3.0M -16% 127k 23.46
 View chart
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG) 0.0 $3.0M NEW 23k 126.95
 View chart
Ishares Tr Select Divid Etf (DVY) 0.0 $2.9M +16% 26k 113.30
 View chart
Select Sector Spdr Tr Financial (XLF) 0.0 $2.9M -3% 85k 33.71
 View chart
Nordson Corporation (NDSN) 0.0 $2.9M 12k 248.19
 View chart
United Parcel Service CL B (UPS) 0.0 $2.9M 16k 179.25
 View chart
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $2.8M -8% 6.4k 442.19
 View chart
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $2.8M -87% 26k 107.13
 View chart
Ishares Tr Core High Dv Etf (HDV) 0.0 $2.8M -16% 28k 100.79
 View chart
salesforce (CRM) 0.0 $2.8M +67% 13k 211.26
 View chart
Copart (CPRT) 0.0 $2.7M +153% 30k 91.21
 View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.0 $2.7M 114k 23.80
 View chart
Innovator Etfs Tr Us Eqt Ultra Bfr (UFEB) 0.0 $2.7M NEW 97k 27.83
 View chart
Wisdomtree Tr Intl Smcap Div (DLS) 0.0 $2.7M -13% 45k 59.46
 View chart
Gilead Sciences (GILD) 0.0 $2.6M +62% 34k 77.07
 View chart
Altria (MO) 0.0 $2.5M -2% 56k 45.30
 View chart
Ishares Tr Core Div Grwth (DGRO) 0.0 $2.5M -8% 49k 51.53
 View chart

Past Filings by Allworth Financial

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

View all past filings