Hanson McClain Advisors

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

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Portfolio Holdings for Allworth Financial

Companies in the Allworth Financial portfolio as of the June 2021 quarterly 13F filing

Allworth Financial has 1605 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) 19.2 $1.0B 4.7M 222.82
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 9.5 $516M +5% 6.0M 85.89
Vanguard Bd Index Fds Short Trm Bond (BSV) 7.3 $397M +5% 4.8M 82.16
Ishares Tr Core Us Aggbd Et (AGG) 7.0 $379M 3.3M 115.33
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 6.5 $352M +4% 9.6M 36.79
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 4.9 $265M +8% 6.7M 39.54
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 3.6 $195M +8% 3.1M 62.97
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.4 $132M -3% 995k 132.87
Ishares Tr Core S&p Ttl Stk (ITOT) 2.1 $113M -3% 1.1M 98.76
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.1 $112M +3% 2.5M 45.50
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.9 $104M -2% 597k 173.66
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $80M -8% 186k 428.06
Ishares Tr Rus 1000 Grw Etf (IWF) 1.1 $59M +18% 217k 271.48
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.0 $55M 1.8M 30.01

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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.9 $47M NEW 445k 105.34
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.9 $46M -3% 873k 52.97
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.8 $45M +104% 646k 69.60
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.8 $42M +32% 815k 51.29
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $42M +14% 572k 72.73
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.7 $39M -11% 768k 50.74
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.7 $36M 678k 53.63
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.7 $35M 803k 43.94
Vanguard Bd Index Fds Intermed Term (BIV) 0.6 $35M +4% 389k 89.96
Vanguard Index Fds Value Etf (VTV) 0.6 $33M -2% 237k 137.46
Ishares Tr Core Intl Aggr (IAGG) 0.6 $32M -12% 584k 55.10
Apple (AAPL) 0.6 $32M +10% 235k 136.96
Ishares Tr Core Msci Total (IXUS) 0.6 $30M +3% 413k 73.30
Microsoft Corporation (MSFT) 0.5 $28M -8% 103k 270.90
Ishares Tr Core S&p Us Vlu (IUSV) 0.5 $27M 370k 71.96
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.5 $26M 720k 36.70
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $26M +27% 856k 30.21
Ishares Tr National Mun Etf (MUB) 0.5 $26M +4% 220k 117.20
Vanguard Index Fds Growth Etf (VUG) 0.5 $26M +26% 89k 286.82
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $25M +9% 234k 107.82
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 0.5 $25M 570k 44.22
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $24M -3% 228k 104.77
Dimensional Etf Trust Us Core Equity 2 0.4 $23M NEW 869k 26.98
Ishares Tr Msci Eafe Etf (EFA) 0.4 $21M +2% 260k 78.88
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $20M 395k 51.52
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $20M -2% 84k 236.35
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.4 $20M -15% 122k 160.33
J P Morgan Exchange-traded F Us Aggregate Etf (JAGG) 0.3 $19M NEW 344k 54.46
Ishares Core Msci Emkt (IEMG) 0.3 $18M 270k 66.99
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $17M +291% 225k 76.00
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $16M -19% 46k 344.94
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $16M +117687% 593k 26.60
Ishares Tr Russell 2000 Etf (IWM) 0.3 $15M -14% 66k 229.37
At&t (T) 0.3 $15M +6% 506k 28.78
Ishares Tr Mbs Etf (MBB) 0.2 $13M +1616% 124k 108.23
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $13M 236k 54.31
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $12M +6% 122k 100.98
Ishares Tr Core S&p500 Etf (IVV) 0.2 $12M +81% 28k 429.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $12M -8% 42k 277.92
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $12M 135k 86.03
Flexshares Tr Ready Acc Vari (RAVI) 0.2 $11M +249% 144k 76.19
Ishares Tr Usd Inv Grde Etf (USIG) 0.2 $11M NEW 180k 60.59
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $11M +201% 96k 112.98
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $11M +1607% 44k 237.34
Dimensional Etf Trust Us Targeted Vlu 0.2 $11M NEW 235k 44.80
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $10M -4% 63k 165.78
Flexshares Tr Qualt Divd Idx (QDF) 0.2 $10M NEW 181k 56.14
Flexshares Tr Intl Qltdv Idx (IQDF) 0.2 $9.7M NEW 367k 26.54
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $9.4M +107982% 107k 87.47
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $8.9M 64k 140.50
Wisdomtree Tr Intl Smcap Div (DLS) 0.1 $7.8M -8% 105k 74.68
Wp Carey (WPC) 0.1 $7.7M -19% 103k 74.62
First Tr Morningstar Divid L SHS (FDL) 0.1 $7.6M -2% 228k 33.18
Realty Income (O) 0.1 $7.6M -20% 113k 66.74
Flexshares Tr Hig Yld Vl Etf (HYGV) 0.1 $7.4M NEW 148k 50.12
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $7.2M +4% 96k 74.16
Dimensional Etf Trust Us Small Cap Etf 0.1 $6.7M NEW 116k 58.40
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $6.6M -23% 19k 354.44
Exxon Mobil Corporation (XOM) 0.1 $6.6M 104k 63.08
Fidelity Covington Trust Qlty Fctor Etf (FQAL) 0.1 $6.5M +31% 131k 49.40
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $6.3M -19% 62k 101.78
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $6.0M +27% 41k 147.63
Home Depot (HD) 0.1 $6.0M +5% 19k 318.90
Vanguard Index Fds Large Cap Etf (VV) 0.1 $6.0M +3% 30k 200.76
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $5.9M 122k 48.60
Ishares Tr Core High Dv Etf (HDV) 0.1 $5.9M 61k 96.53
Intel Corporation (INTC) 0.1 $5.7M -14% 101k 56.14
Vanguard Index Fds Small Cp Etf (VB) 0.1 $5.3M -2% 23k 225.27
Ishares Tr Msci Usa Multift (LRGF) 0.1 $5.0M -42% 118k 42.83
Johnson & Johnson (JNJ) 0.1 $5.0M -7% 31k 164.75
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $5.0M -35% 172k 29.22
Bank of America Corporation (BAC) 0.1 $5.0M +7% 120k 41.23
Ishares Tr Ibonds Dec21 Etf (IBDM) 0.1 $4.9M -8% 198k 24.78
Ishares Tr Msci Intl Multft (INTF) 0.1 $4.9M -49% 162k 30.05
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $4.8M 66k 73.61
Ishares Tr Ibonds Dec22 Etf (IBDN) 0.1 $4.8M -7% 190k 25.40
Chevron Corporation (CVX) 0.1 $4.8M +2% 46k 104.75
Ishares Tr Ibonds Dec23 Etf (IBDO) 0.1 $4.8M -7% 182k 26.08
Ishares Tr Conv Bd Etf (ICVT) 0.1 $4.6M +2% 45k 101.98
Ishares Tr Ibonds Dec24 Etf (IBDP) 0.1 $4.4M -7% 167k 26.37
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.1 $4.2M -6% 85k 49.56
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 0.1 $4.1M -3% 99k 41.23
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $4.1M 39k 105.44
Ishares Tr Msci Usa Sml Cp (SMLF) 0.1 $4.1M -40% 74k 54.85
Philip Morris International (PM) 0.1 $3.9M +754% 39k 99.12
Amazon (AMZN) 0.1 $3.7M +5% 1.1k 3438.48
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $3.7M +166% 14k 268.69
Ishares Tr Blackrock Ultra (ICSH) 0.1 $3.5M -12% 69k 50.52
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $3.5M NEW 50k 69.55
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $3.4M +7% 31k 110.97
Walt Disney Company (DIS) 0.1 $3.4M +8% 20k 175.77
J P Morgan Exchange-traded F Div Rtn Em Eqt (JPEM) 0.1 $3.3M 56k 59.28
Ishares Tr Tips Bd Etf (TIP) 0.1 $3.3M -4% 26k 128.03
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $3.3M -13% 8.3k 393.50
Alphabet Cap Stk Cl A (GOOGL) 0.1 $3.2M +8% 1.3k 2442.06
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $3.1M +580% 19k 158.61
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $3.0M -7% 6.2k 491.04
Spdr Gold Tr Gold Shs (GLD) 0.1 $3.0M +7% 18k 165.62
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $2.9M 53k 55.29
Facebook Cl A (FB) 0.1 $2.8M +8% 8.2k 347.74
Tesla Motors (TSLA) 0.1 $2.8M 4.2k 679.78
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $2.5M +5% 44k 58.34
Medtronic SHS (MDT) 0.0 $2.5M 20k 124.13
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $2.5M 6.00 418666.67
Delta Air Lines Inc Del Com New (DAL) 0.0 $2.5M +7% 57k 43.25
Procter & Gamble Company (PG) 0.0 $2.5M -30% 18k 134.94
UnitedHealth (UNH) 0.0 $2.4M +21% 6.0k 400.40
Altria (MO) 0.0 $2.3M +210% 48k 47.68
JPMorgan Chase & Co. (JPM) 0.0 $2.3M -23% 15k 155.55
Verizon Communications (VZ) 0.0 $2.3M +2% 41k 56.04
Netflix (NFLX) 0.0 $2.3M 4.3k 528.32
Wal-Mart Stores (WMT) 0.0 $2.3M 16k 141.00
Ishares Tr Msci Intl Sml Cp (ISCF) 0.0 $2.3M +31% 61k 36.70
Cisco Systems (CSCO) 0.0 $2.2M +7% 42k 52.99
Visa Com Cl A (V) 0.0 $2.2M +10% 9.3k 233.84
Pepsi (PEP) 0.0 $2.1M 14k 148.21
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.0 $2.1M -2% 69k 29.62
Ishares Tr Select Divid Etf (DVY) 0.0 $2.0M 17k 116.64
Wells Fargo & Company (WFC) 0.0 $2.0M +6% 44k 45.28
Costco Wholesale Corporation (COST) 0.0 $1.9M +10% 4.8k 395.64
J P Morgan Exchange-traded F Div Rtn Int Eq (JPIN) 0.0 $1.9M +14% 30k 62.46
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $1.8M +160936% 18k 103.99
Kla Corp Com New (KLAC) 0.0 $1.8M 5.6k 324.19
Union Pacific Corporation (UNP) 0.0 $1.8M -32% 8.2k 219.93
Merck & Co (MRK) 0.0 $1.8M +4% 23k 77.76
Legg Mason Etf Invt Tr L Vol H Div Etf (LVHD) 0.0 $1.8M +5% 49k 36.48
Comcast Corp Cl A (CMCSA) 0.0 $1.7M 30k 57.03
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $1.7M -2% 43k 39.34
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 0.0 $1.7M 51k 32.91
Ishares Gold Tr Ishares New (IAU) 0.0 $1.7M NEW 50k 33.71
Boeing Company (BA) 0.0 $1.7M +3% 7.0k 239.50
Mastercard Incorporated Cl A (MA) 0.0 $1.6M -6% 4.5k 365.03
Honeywell International (HON) 0.0 $1.6M -9% 7.5k 219.34
Mondelez Intl Cl A (MDLZ) 0.0 $1.6M +977% 26k 62.44
Alps Etf Tr Sectr Div Dogs (SDOG) 0.0 $1.6M -2% 31k 52.95
Target Corporation (TGT) 0.0 $1.6M 6.8k 241.75
Charles Schwab Corporation (SCHW) 0.0 $1.6M +9% 22k 72.79
International Business Machines (IBM) 0.0 $1.6M +11% 11k 146.57
Ishares Tr Core Msci Intl (IDEV) 0.0 $1.6M -27% 23k 67.43
CVS Caremark Corporation (CVS) 0.0 $1.6M -4% 19k 83.44
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $1.5M 13k 113.19
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $1.5M 16k 95.06
Public Storage (PSA) 0.0 $1.5M +4% 4.9k 300.61
Ishares Silver Tr Ishares (SLV) 0.0 $1.4M +16% 59k 24.23
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $1.4M 7.0k 200.31
Adobe Systems Incorporated (ADBE) 0.0 $1.4M +33% 2.4k 585.82
Alphabet Cap Stk Cl C (GOOG) 0.0 $1.4M +9% 552.00 2507.25
Pfizer (PFE) 0.0 $1.4M -3% 35k 39.17
SVB Financial (SIVB) 0.0 $1.3M +5397% 2.4k 556.43
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $1.3M +16% 8.6k 154.81
Nextera Energy (NEE) 0.0 $1.3M 18k 73.30
Becton, Dickinson and (BDX) 0.0 $1.3M +45% 5.4k 243.26
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $1.3M 51k 25.81
Main Street Capital Corporation (MAIN) 0.0 $1.3M -51% 31k 41.08
Goldman Sachs (GS) 0.0 $1.3M 3.3k 379.58
Micron Technology (MU) 0.0 $1.2M 15k 84.99
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $1.2M +50% 15k 82.69
ConocoPhillips (COP) 0.0 $1.2M -2% 20k 60.88
Eaton Corp SHS (ETN) 0.0 $1.2M +19% 8.3k 148.13
Lowe's Companies (LOW) 0.0 $1.2M -6% 6.3k 194.00
Valero Energy Corporation (VLO) 0.0 $1.2M +152% 15k 78.09
Metropcs Communications (TMUS) 0.0 $1.2M 8.1k 144.80
Oracle Corporation (ORCL) 0.0 $1.2M +12% 15k 77.81
Ishares Tr Rus 1000 Etf (IWB) 0.0 $1.2M 4.8k 242.01
Shopify Cl A (SHOP) 0.0 $1.1M -16% 769.00 1460.34
Select Sector Spdr Tr Financial (XLF) 0.0 $1.1M +2% 31k 36.70
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.0 $1.1M 17k 67.54
McDonald's Corporation (MCD) 0.0 $1.1M -23% 4.7k 231.03
General Motors Company (GM) 0.0 $1.1M -2% 18k 59.16
PG&E Corporation (PCG) 0.0 $1.1M -3% 103k 10.17
Middleby Corporation (MIDD) 0.0 $1.0M +26% 6.0k 173.29
Capital One Financial (COF) 0.0 $1.0M 6.6k 154.65
Lockheed Martin Corporation (LMT) 0.0 $1.0M +209% 2.7k 378.49
Microchip Technology (MCHP) 0.0 $969k 6.5k 149.70
Starbucks Corporation (SBUX) 0.0 $954k +44% 8.5k 111.84
Prologis (PLD) 0.0 $952k +5% 8.0k 119.52
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $925k +1695% 11k 86.13
Western Alliance Bancorporation (WAL) 0.0 $924k 10k 92.86
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $893k +5% 16k 55.13
Ishares Tr Aggres Alloc Etf (AOA) 0.0 $892k +24% 13k 70.65
NVIDIA Corporation (NVDA) 0.0 $868k -3% 1.1k 800.74
Freeport-mcmoran CL B (FCX) 0.0 $860k -4% 23k 37.10
Texas Instruments Incorporated (TXN) 0.0 $854k 4.4k 192.34
Intercontinental Exchange (ICE) 0.0 $847k +715% 7.1k 118.66
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $846k 2.1k 398.87
L3harris Technologies (LHX) 0.0 $835k 3.9k 216.04
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.0 $833k +20141% 9.7k 85.73
PNC Financial Services (PNC) 0.0 $828k +5688% 4.3k 190.74
American Airls (AAL) 0.0 $812k -3% 38k 21.21
Hp (HPQ) 0.0 $801k -23% 27k 30.18
Ross Stores (ROST) 0.0 $799k +7666% 6.4k 123.95
FedEx Corporation (FDX) 0.0 $796k +4% 2.7k 298.46
Activision Blizzard (ATVI) 0.0 $795k -2% 8.3k 95.38
EOG Resources (EOG) 0.0 $793k +23% 9.5k 83.48
General Electric Company (GE) 0.0 $780k +6% 58k 13.46
Abbott Laboratories (ABT) 0.0 $774k -62% 6.7k 115.97
Vanguard World Mega Grwth Ind (MGK) 0.0 $771k +4% 3.3k 231.25
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.0 $770k -43% 25k 31.12
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $767k -5% 13k 60.51
Dollar General (DG) 0.0 $762k 3.5k 216.42
Mohawk Industries (MHK) 0.0 $760k +395400% 4.0k 192.16
Marriott Intl Cl A (MAR) 0.0 $749k 5.5k 136.43
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.0 $730k +2% 15k 48.38
Coca-Cola Company (KO) 0.0 $728k -30% 14k 54.11
Ark Etf Tr Innovation Etf (ARKK) 0.0 $724k +31% 5.5k 130.71
DTE Energy Company (DTE) 0.0 $724k 5.6k 129.59
Hartford Financial Services (HIG) 0.0 $707k 11k 61.94
3M Company (MMM) 0.0 $704k -15% 3.5k 198.65
Amgen (AMGN) 0.0 $696k -5% 2.9k 243.87
Ishares Tr Core Div Grwth (DGRO) 0.0 $679k +25% 14k 50.33
Fidelity Covington Trust Vlu Factor Etf (FVAL) 0.0 $678k 14k 48.06
Abbvie (ABBV) 0.0 $675k -42% 6.0k 112.58
salesforce (CRM) 0.0 $664k 2.7k 244.21
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $663k +5% 8.4k 79.19
Ishares Tr U.s. Tech Etf (IYW) 0.0 $656k +29% 6.6k 99.39
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $646k 7.8k 82.88
Chubb (CB) 0.0 $646k 4.1k 158.92
Bristol Myers Squibb (BMY) 0.0 $645k -13% 9.7k 66.83
Raytheon Technologies Corp (RTX) 0.0 $641k 7.5k 85.35
Ishares Msci Emerg Mrkt (EEMV) 0.0 $634k 9.9k 64.20
Edison International (EIX) 0.0 $628k 11k 57.84
Cirrus Logic (CRUS) 0.0 $616k 7.2k 85.11
Dell Technologies CL C (DELL) 0.0 $601k 6.0k 99.67
Equifax (EFX) 0.0 $599k 2.5k 239.60
American Intl Group Com New (AIG) 0.0 $590k 12k 47.59
Chipotle Mexican Grill (CMG) 0.0 $589k 380.00 1550.00
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $586k 12k 50.86
Allstate Corporation (ALL) 0.0 $578k 4.4k 130.53
Penn National Gaming (PENN) 0.0 $574k 7.5k 76.45
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $571k -56% 2.0k 289.70
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $571k +53% 5.5k 104.24
Vanguard World Mega Cap Val Etf (MGV) 0.0 $569k 5.7k 99.70
Deere & Company (DE) 0.0 $565k +9% 1.6k 352.68
Axon Enterprise (AXON) 0.0 $560k 3.2k 176.88
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $549k 8.7k 63.21
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.0 $546k 14k 40.11

Past Filings by Allworth Financial

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

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