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 2980 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Allworth Financial has 2980 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) 12.7 $1.1B +2% 6.0M 191.19
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 10.9 $983M 14M 71.84
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 7.1 $642M +62% 22M 29.69
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.8 $526M 7.0M 75.28
Ishares Tr Us Treas Bd Etf (GOVT) 4.3 $384M +4% 17M 22.72
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 4.1 $368M +127833% 4.0M 91.47
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 3.0 $268M +6% 6.9M 38.89
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.5 $227M +48% 6.9M 32.96
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 2.4 $217M +4% 4.3M 50.67
Ishares Tr Mbs Etf (MBB) 2.4 $213M +2% 2.3M 92.75
Ishares Tr Usd Inv Grde Etf (USIG) 1.9 $172M +3% 3.5M 49.11
Ishares Tr Core S&p Ttl Stk (ITOT) 1.9 $167M +34% 2.0M 84.80
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.5 $136M +4% 859k 158.80
Vanguard Index Fds Mid Cap Etf (VO) 1.3 $121M +10% 594k 203.81

Setup an alert

Hanson McClain Advisors will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Ishares Tr Core Total Usd (IUSB) 1.2 $106M +327% 2.4M 44.93
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 1.2 $104M +4% 1.4M 73.94
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $98M -7% 256k 382.43
Apple (AAPL) 0.9 $84M +2% 649k 129.93
American Centy Etf Tr Us Eqt Etf (AVUS) 0.9 $79M +9% 1.2M 68.01
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.8 $68M +21% 2.8M 24.28
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.7 $62M +16% 2.3M 27.02
Dimensional Etf Trust World Ex Us Core (DFAX) 0.7 $61M +10% 2.8M 21.60
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $60M 1.0M 58.50
Ishares Tr Core Msci Total (IXUS) 0.7 $59M +75% 1.0M 57.88
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $59M +3% 275k 214.24
Ishares Tr Core S&p500 Etf (IVV) 0.6 $57M -17% 148k 384.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $54M -7% 204k 266.28
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $53M +27% 493k 108.21
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.5 $47M +3% 706k 66.58
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.5 $47M +59% 4.2M 11.18
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $45M +37% 430k 104.27
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.5 $45M +32% 890k 50.13
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.5 $42M +15% 1.0M 41.52
Microsoft Corporation (MSFT) 0.4 $39M +3% 161k 239.82
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.4 $37M 788k 47.29
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $35M +22% 372k 94.64
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.4 $35M +5% 306k 114.89
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $34M -10% 813k 41.97
Ishares Tr National Mun Etf (MUB) 0.4 $34M +7% 321k 105.52
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $34M 750k 45.15
Vanguard Index Fds Value Etf (VTV) 0.4 $33M -4% 234k 140.37
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $32M +6% 586k 54.49
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.4 $32M +21% 725k 43.95
Vanguard Index Fds Growth Etf (VUG) 0.3 $31M -3% 145k 213.11
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.3 $31M -3% 959k 31.83
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $25M +2% 359k 70.63
Ishares Tr Msci Eafe Etf (EFA) 0.3 $25M -42% 380k 65.64
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $24M +66% 296k 81.52
Dbx Etf Tr Xtrack Msci Eafe (HDEF) 0.3 $24M +308% 1.1M 21.81
Victory Portfolios Ii Vctryshs Usaa Cr (UITB) 0.3 $24M +11% 525k 45.49
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $23M -7% 236k 96.99
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.3 $23M 497k 45.52
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $22M 72k 308.90
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.2 $22M +333% 557k 39.58
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $22M -7% 216k 100.80
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $22M +10% 90k 241.89
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $21M -8% 59k 351.34
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $21M +4% 136k 151.85
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $20M +72% 513k 38.98
Johnson & Johnson (JNJ) 0.2 $20M 112k 176.65
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $19M +8% 258k 75.19
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $19M -6% 166k 113.96
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $19M -22% 248k 76.13
Ishares Tr Faln Angls Usd (FALN) 0.2 $19M +509% 761k 24.61
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $18M -95% 365k 50.33
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $18M 55k 331.33
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $18M +88% 722k 25.04
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.2 $17M 107k 155.15
Ishares Tr Blackrock Ultra (ICSH) 0.2 $17M 330k 50.04
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $16M +2% 113k 145.07
Exxon Mobil Corporation (XOM) 0.2 $16M +4% 146k 110.30
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $16M -2% 312k 50.27
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $16M 185k 84.19
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $15M 460k 33.48
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $15M -2% 107k 135.24
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $14M +103% 390k 36.93
UnitedHealth (UNH) 0.2 $14M 27k 530.18
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $14M -6% 77k 179.76
Chevron Corporation (CVX) 0.1 $14M +19% 75k 179.49
Procter & Gamble Company (PG) 0.1 $13M +5% 87k 151.56
Altshares Trust Merger Arbitrage (ARB) 0.1 $13M -23% 501k 25.76
Wisdomtree Tr Emerging Mkt Exc (XC) 0.1 $12M 499k 24.75
At&t (T) 0.1 $12M 668k 18.41
Ishares Tr Russell 2000 Etf (IWM) 0.1 $12M -3% 70k 174.36
Dimensional Etf Trust Short Duration F (DFSD) 0.1 $12M -56% 250k 46.09
Legg Mason Etf Invt Franklin Us Low (LVHD) 0.1 $11M +198% 291k 38.04
Spdr Gold Tr Gold Shs (GLD) 0.1 $11M -7% 64k 169.64
JPMorgan Chase & Co. (JPM) 0.1 $10M +5% 78k 134.10
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB) 0.1 $10M +399% 202k 51.58
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.1 $10M +32% 226k 45.62
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.1 $10M +619% 164k 61.62
Alphabet Cap Stk Cl A (GOOGL) 0.1 $10M 114k 88.23
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $10M +7% 212k 46.98
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $9.8M +9% 71k 138.67
Visa Com Cl A (V) 0.1 $9.4M 45k 207.76
Mastercard Incorporated Cl A (MA) 0.1 $9.4M 27k 347.73
Home Depot (HD) 0.1 $9.1M +5% 29k 315.86
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $9.0M -74% 360k 25.13
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $9.0M -12% 121k 74.51
Wp Carey (WPC) 0.1 $8.9M +10% 114k 78.15
Realty Income (O) 0.1 $8.8M +8% 138k 63.43
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $8.5M -6% 183k 46.71
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $8.5M +107% 369k 22.94
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $8.4M -20% 162k 51.72
Ishares Tr Core Intl Aggr (IAGG) 0.1 $8.4M -42% 177k 47.55
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $8.4M +1363% 173k 48.24
Amazon (AMZN) 0.1 $8.3M 99k 84.00
3M Company (MMM) 0.1 $8.2M +566% 69k 119.92
First Tr Morningstar Divid L SHS (FDL) 0.1 $7.9M -3% 217k 36.56
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $7.9M -29% 105k 75.54
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $7.8M +41% 288k 27.02
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $7.7M +347% 77k 100.14
Ishares Tr Core Msci Intl (IDEV) 0.1 $7.5M -11% 134k 55.98
First Tr Value Line Divid In SHS (FVD) 0.1 $7.4M -12% 187k 39.91
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $7.4M -7% 95k 77.51
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $7.1M +7% 168k 42.50
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $6.9M -2% 186k 36.97
Bank of America Corporation (BAC) 0.1 $6.5M 198k 33.12
Costco Wholesale Corporation (COST) 0.1 $6.5M +4% 14k 456.51
Vanguard Index Fds Small Cp Etf (VB) 0.1 $6.5M -2% 36k 183.54
Ishares Tr Core High Dv Etf (HDV) 0.1 $6.4M -5% 61k 104.24
Wal-Mart Stores (WMT) 0.1 $6.4M +3% 45k 141.79
Ishares Tr Esg Msci Leadr (SUSL) 0.1 $6.3M +11% 96k 66.31
Ishares Tr Short Treas Bd (SHV) 0.1 $6.3M +283% 57k 109.92
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $6.2M -38% 194k 32.21
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $6.1M +3% 119k 51.15
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $5.9M -3% 102k 58.48
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $5.9M 127k 46.74
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 0.1 $5.9M +3% 270k 21.70
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $5.8M -30% 113k 51.38
Pfizer (PFE) 0.1 $5.7M +9% 112k 51.24
McDonald's Corporation (MCD) 0.1 $5.7M +10% 22k 263.53
Ishares Gold Tr Ishares New (IAU) 0.1 $5.7M 163k 34.59
Pepsi (PEP) 0.1 $5.6M +11% 31k 180.66
Union Pacific Corporation (UNP) 0.1 $5.4M 26k 207.07
Intel Corporation (INTC) 0.1 $5.4M +3% 205k 26.43
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $5.3M +6% 176k 30.40
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $5.3M 108k 49.49
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $5.3M +13% 121k 44.00
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $5.2M -4% 42k 125.11
Vanguard Index Fds Large Cap Etf (VV) 0.1 $5.2M -2% 30k 174.20
Lockheed Martin Corporation (LMT) 0.1 $5.2M -3% 11k 486.48
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $5.1M -2% 91k 56.48
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.1 $5.1M -4% 212k 24.24
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $5.1M -17% 78k 65.61
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $5.0M -4% 69k 72.10
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.1 $5.0M +92% 60k 82.60
Caterpillar (CAT) 0.1 $4.9M +34% 21k 239.56
Cisco Systems (CSCO) 0.1 $4.9M +3% 102k 47.64
Flexshares Tr Qualt Divd Idx (QDF) 0.1 $4.8M -24% 92k 52.60
Flexshares Tr Intl Qltdv Idx (IQDF) 0.1 $4.8M -15% 233k 20.63
Ishares Tr Ibonds Dec23 Etf (IBDO) 0.1 $4.7M +13% 189k 25.03
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $4.7M +5% 114k 41.14
Philip Morris International (PM) 0.1 $4.7M -3% 46k 101.21
Tesla Motors (TSLA) 0.1 $4.6M +2% 38k 123.18
Goldman Sachs Etf Tr Access Us Agrat (GCOR) 0.1 $4.6M -66% 113k 41.09
Nextera Energy (NEE) 0.1 $4.6M +9% 55k 83.60
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 0.1 $4.5M 104k 43.57
Select Sector Spdr Tr Energy (XLE) 0.0 $4.5M -15% 51k 87.47
Ishares Tr Ibonds Dec24 Etf (IBDP) 0.0 $4.4M +19% 179k 24.42
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $4.3M 28k 151.65
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB) 0.0 $4.2M +20% 200k 21.17
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.0 $4.2M +2764% 174k 24.32
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $4.2M +2217% 44k 94.51
Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $4.1M +14% 135k 30.66
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $4.1M +87% 84k 49.23
Merck & Co (MRK) 0.0 $4.1M -3% 37k 110.95
Honeywell International (HON) 0.0 $4.1M +17% 19k 214.30
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $4.1M -22% 58k 69.63
Boeing Company (BA) 0.0 $4.0M -4% 21k 190.49
Amgen (AMGN) 0.0 $4.0M +5% 15k 262.64
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $4.0M -10% 8.9k 442.78
Ishares Tr TRS FLT RT BD (TFLO) 0.0 $3.8M +146498% 76k 50.41
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $3.8M -30% 83k 46.44
Ishares Tr Esg Eafe Etf (DMXF) 0.0 $3.8M +13% 70k 54.27
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $3.8M +9% 159k 23.77
Walt Disney Company (DIS) 0.0 $3.7M -20% 43k 86.88
Verizon Communications (VZ) 0.0 $3.7M -3% 94k 39.40
Vanguard World Mega Cap Val Etf (MGV) 0.0 $3.7M -7% 36k 102.85
Vanguard World Fds Health Car Etf (VHT) 0.0 $3.7M 15k 248.06
Ishares Tr Ibonds 23 Trm Ts (IBTD) 0.0 $3.6M +2921% 145k 24.70
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.0 $3.5M -22% 160k 21.95
Coca-Cola Company (KO) 0.0 $3.5M 55k 63.61
NVIDIA Corporation (NVDA) 0.0 $3.4M +11% 23k 146.14
Dbx Etf Tr Xtrackers Shrt (SHYL) 0.0 $3.3M 79k 42.61
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $3.2M -5% 35k 91.31
Ishares Tr Tips Bd Etf (TIP) 0.0 $3.2M -6% 30k 106.44
Raytheon Technologies Corp (RTX) 0.0 $3.2M +13% 32k 100.92
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.0 $3.2M -61% 72k 43.92
Kla Corp Com New (KLAC) 0.0 $3.2M 8.4k 377.03
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) 0.0 $3.2M -41% 65k 48.39
PG&E Corporation (PCG) 0.0 $3.1M +5% 194k 16.26
Wisdomtree Tr Intl Smcap Div (DLS) 0.0 $3.1M -13% 54k 57.96
Select Sector Spdr Tr Financial (XLF) 0.0 $3.1M -2% 91k 34.20
Ishares Core Msci Emkt (IEMG) 0.0 $3.0M +3% 65k 46.70
Ishares Tr Select Divid Etf (DVY) 0.0 $3.0M +6% 25k 120.60
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) 0.0 $3.0M +7413% 94k 31.73
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 0.0 $3.0M +68% 133k 22.27
Vaneck Etf Trust Vaneck Shrt Muni (SMB) 0.0 $2.9M -9% 174k 16.88
Qualcomm (QCOM) 0.0 $2.9M -8% 27k 109.94
International Business Machines (IBM) 0.0 $2.9M -3% 21k 140.89
Netflix (NFLX) 0.0 $2.8M +2% 9.5k 294.88
Nordson Corporation (NDSN) 0.0 $2.8M 12k 237.71
Wisdomtree Tr Us Multifactor (USMF) 0.0 $2.8M +39883% 73k 37.60
United Parcel Service CL B (UPS) 0.0 $2.7M -6% 16k 173.84
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.0 $2.7M 78k 34.24
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.0 $2.6M 63k 42.20
Altria (MO) 0.0 $2.6M 58k 45.71
Target Corporation (TGT) 0.0 $2.6M +8% 18k 149.04
Alphabet Cap Stk Cl C (GOOG) 0.0 $2.6M +3% 29k 88.73
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $2.6M -28% 52k 49.82
Flexshares Tr Ready Acc Vari (RAVI) 0.0 $2.5M -35% 34k 74.40
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $2.5M +5% 30k 82.48
Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.0 $2.5M +2080% 105k 23.85
Adobe Systems Incorporated (ADBE) 0.0 $2.5M 7.4k 336.55
Wells Fargo & Company (WFC) 0.0 $2.4M 59k 41.29
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $2.4M +43% 14k 174.26
Pimco Etf Tr Active Bd Etf (BOND) 0.0 $2.4M -33% 27k 90.48
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $2.4M +58% 7.4k 319.42
Oracle Corporation (ORCL) 0.0 $2.4M +5% 29k 81.74
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.0 $2.3M 48k 49.28
Bristol Myers Squibb (BMY) 0.0 $2.3M +21% 33k 71.95
ConocoPhillips (COP) 0.0 $2.3M +23% 20k 118.00
Northrop Grumman Corporation (NOC) 0.0 $2.3M +4% 4.2k 545.59
Goldman Sachs Etf Tr Access Invt Gr (GIGB) 0.0 $2.2M -24% 50k 44.21
Becton, Dickinson and (BDX) 0.0 $2.2M -2% 8.7k 254.30
Meta Platforms Cl A (META) 0.0 $2.2M -36% 18k 120.34
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $2.2M -42% 46k 47.43
Duke Energy Corp Com New (DUK) 0.0 $2.2M +8% 21k 102.99
Kimberly-Clark Corporation (KMB) 0.0 $2.2M +5% 16k 135.75
Mondelez Intl Cl A (MDLZ) 0.0 $2.2M 32k 66.65
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.0 $2.1M +6% 42k 50.45
Starbucks Corporation (SBUX) 0.0 $2.1M 21k 99.20
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.0 $2.1M -44% 51k 40.21
Lowe's Companies (LOW) 0.0 $2.1M -7% 10k 199.25
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.0 $2.0M -8% 40k 49.87
Flexshares Tr Hig Yld Vl Etf (HYGV) 0.0 $2.0M -31% 50k 39.85
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $2.0M +32% 49k 40.51
Texas Instruments Incorporated (TXN) 0.0 $2.0M +7% 12k 165.23
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $2.0M -3% 31k 63.90
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $1.9M +14% 39k 49.51
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $1.9M -40% 43k 45.02
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $1.9M +13% 55k 34.18
Eli Lilly & Co. (LLY) 0.0 $1.9M +115% 5.1k 365.84
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.0 $1.9M -42% 64k 28.89
Intuitive Surgical Com New (ISRG) 0.0 $1.8M +7% 6.9k 265.35
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.0 $1.8M -55% 64k 28.78
Air Products & Chemicals (APD) 0.0 $1.8M +201% 5.8k 308.25
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $1.8M -2% 26k 70.50
Emerson Electric (EMR) 0.0 $1.8M +13% 19k 96.06

Past Filings by Allworth Financial

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

View all past filings