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

Allworth Financial holds 2828 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Allworth Financial has 2828 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) 14.3 $1.0B +6% 5.5M 188.62
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 9.6 $699M +26% 9.3M 75.26
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.2 $457M +66% 5.9M 76.79
Ishares Tr Fltg Rate Nt Etf (FLOT) 5.7 $417M +2% 8.4M 49.92
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 5.0 $365M +9% 13M 28.84
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 3.0 $222M -26% 6.0M 36.82
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 2.8 $203M +4% 3.9M 52.28
Ishares Tr Us Treas Bd Etf (GOVT) 2.3 $169M +4% 7.1M 23.90
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.0 $150M +16% 4.3M 34.77
Ishares Tr Mbs Etf (MBB) 1.9 $139M +4% 1.4M 97.49
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.6 $119M +2% 797k 149.82
Ishares Tr Core S&p Ttl Stk (ITOT) 1.6 $119M -3% 1.4M 83.78
Ishares Tr Usd Inv Grde Etf (USIG) 1.5 $111M +5% 2.2M 50.97
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $110M -19% 293k 377.25

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Vanguard Index Fds Mid Cap Etf (VO) 1.3 $97M 493k 196.97
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 1.3 $93M NEW 1.3M 69.87
Apple (AAPL) 1.2 $85M +6% 621k 136.72
Ishares Tr Core S&p500 Etf (IVV) 1.0 $71M +3% 187k 379.15
American Centy Etf Tr Us Eqt Etf (AVUS) 0.9 $64M +471027% 989k 65.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $62M -18% 221k 280.28
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $61M -19% 1.0M 60.35
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $59M 270k 218.70
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.7 $48M +77% 1.8M 26.43
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.7 $48M +40% 2.0M 23.30
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.6 $47M 741k 63.55
Dimensional Etf Trust World Ex Us Core (DFAX) 0.6 $47M +40% 2.2M 21.44
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.6 $41M -10% 1.6M 26.35
Ishares Tr Msci Eafe Etf (EFA) 0.6 $40M -17% 646k 62.49
Microsoft Corporation (MSFT) 0.5 $39M 150k 256.83
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.5 $38M -3% 1.2M 32.63
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $38M 371k 101.70
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.5 $37M -3% 791k 46.48
Dimensional Etf Trust Short Duration F (DFSD) 0.5 $35M +808% 753k 46.88
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.5 $35M 700k 50.09
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $35M -56% 340k 101.68
Vanguard Index Fds Value Etf (VTV) 0.5 $34M 257k 131.88
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.5 $34M -4% 827k 40.80
Vanguard Index Fds Growth Etf (VUG) 0.5 $33M -2% 149k 222.89
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.4 $33M +2% 704k 46.37
Ishares Tr Core Msci Total (IXUS) 0.4 $31M -17% 537k 57.03
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.4 $27M +35% 228k 119.34
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $26M +12% 285k 92.41
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.3 $26M +11% 2.1M 12.34
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $25M -8% 237k 104.67
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $25M +151% 551k 44.66
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.3 $24M +44% 550k 43.62
Ishares Tr National Mun Etf (MUB) 0.3 $24M -10% 222k 106.36
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $23M -23% 344k 66.88
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $23M +10% 293k 77.65
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $22M -44% 237k 94.41
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.3 $22M +3% 452k 47.81
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $22M -81% 193k 111.73
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $22M -3% 62k 346.88
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $21M +34% 526k 40.22
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $19M +6% 85k 226.23
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $19M -29% 250k 76.26
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $19M -2% 133k 143.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $19M +5% 68k 272.42
Ishares Tr Core Intl Aggr (IAGG) 0.2 $18M +5% 357k 49.81
Altshares Trust Merger Arbitrage (ARB) 0.2 $18M -2% 680k 26.09
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $18M -2% 235k 74.94
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $17M -32% 56k 307.83
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $17M -47% 185k 91.98
Ishares Tr Blackrock Ultra (ICSH) 0.2 $16M +12% 313k 50.04
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.2 $16M +2% 104k 148.20
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $15M -4% 86k 175.38
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $15M 113k 129.52
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $15M NEW 460k 31.60
Johnson & Johnson (JNJ) 0.2 $14M +33% 80k 177.51
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.2 $14M -17% 408k 34.20
UnitedHealth (UNH) 0.2 $14M 27k 513.64
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $14M -2% 165k 83.70
Spdr Gold Tr Gold Shs (GLD) 0.2 $14M 81k 168.46
At&t (T) 0.2 $14M +10% 647k 20.96
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $13M +40062% 259k 50.33
Ishares Tr Russell 2000 Etf (IWM) 0.2 $13M +4% 75k 169.35
Wisdomtree Tr Em Ex St-owned (XSOE) 0.2 $13M +5% 438k 28.68
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $12M +298% 169k 71.63
Victory Portfolios Ii Victoryshs Intrm (UITB) 0.2 $12M NEW 251k 47.28
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $12M +1289% 372k 31.45
Alphabet Cap Stk Cl A (GOOGL) 0.2 $12M +17% 5.3k 2179.20
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $12M 84k 137.46
Procter & Gamble Company (PG) 0.2 $11M +19% 80k 143.79
Exxon Mobil Corporation (XOM) 0.2 $11M +17% 133k 85.64
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $11M -29% 261k 41.65
Ishares Tr Core Total Usd (IUSB) 0.1 $11M -86% 228k 46.82
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) 0.1 $10M 214k 48.38
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $9.9M -10% 145k 68.36
Amazon (AMZN) 0.1 $9.9M +2539% 93k 106.21
First Tr Value Line Divid In SHS (FVD) 0.1 $9.6M -2% 249k 38.81
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $9.3M +29% 151k 61.16
Visa Com Cl A (V) 0.1 $8.9M +11% 45k 196.89
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $8.7M +517% 362k 24.14
Realty Income (O) 0.1 $8.5M +9% 125k 68.26
Home Depot (HD) 0.1 $8.5M +8% 31k 274.26
Chevron Corporation (CVX) 0.1 $8.4M 58k 144.77
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $8.4M +6% 62k 136.15
Mastercard Incorporated Cl A (MA) 0.1 $8.3M +7% 27k 315.47
Wp Carey (WPC) 0.1 $8.3M 100k 82.86
First Tr Morningstar Divid L SHS (FDL) 0.1 $8.1M 231k 35.22
Tesla Motors (TSLA) 0.1 $8.0M +7% 12k 673.39
Intel Corporation (INTC) 0.1 $7.8M 209k 37.41
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $7.8M +161% 156k 50.12
Ishares Tr Conv Bd Etf (ICVT) 0.1 $7.7M +27% 112k 69.36
Ishares Tr Core Msci Intl (IDEV) 0.1 $7.7M +12% 143k 53.74
Wisdomtree Tr Chinadiv Ex Fi (CXSE) 0.1 $7.2M +10% 169k 42.65
Flexshares Tr Qualt Divd Idx (QDF) 0.1 $7.2M -18% 142k 50.73
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $6.9M -4% 193k 35.98
JPMorgan Chase & Co. (JPM) 0.1 $6.8M +11% 60k 112.61
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $6.7M +90% 163k 40.86
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $6.4M +1015% 124k 51.61
Flexshares Tr Intl Qltdv Idx (IQDF) 0.1 $6.4M -10% 314k 20.43
Costco Wholesale Corporation (COST) 0.1 $6.4M +15% 13k 479.28
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $6.3M +2% 159k 39.69
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $6.1M -15% 89k 68.60
Select Sector Spdr Tr Energy (XLE) 0.1 $6.1M 85k 71.51
Ishares Core Msci Emkt (IEMG) 0.1 $6.0M -54% 123k 49.06
Ishares Tr Core High Dv Etf (HDV) 0.1 $5.9M 59k 100.43
Flexshares Tr Ready Acc Vari (RAVI) 0.1 $5.8M -38% 78k 74.46
Bank of America Corporation (BAC) 0.1 $5.8M +6% 186k 31.13
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $5.8M -10% 49k 118.69
Vanguard Index Fds Small Cp Etf (VB) 0.1 $5.6M -9% 32k 176.10
Verizon Communications (VZ) 0.1 $5.6M +20% 110k 50.75
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $5.5M 115k 48.00
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $5.5M 101k 54.59
Union Pacific Corporation (UNP) 0.1 $5.5M +4% 26k 213.29
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $5.4M -9% 110k 48.94
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $5.4M +3% 114k 47.40
Ishares Gold Tr Ishares New (IAU) 0.1 $5.3M 155k 34.31
Vanguard Index Fds Large Cap Etf (VV) 0.1 $5.3M +3% 31k 172.35
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 0.1 $5.2M 225k 22.85
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $4.9M +1188% 212k 23.16
Wal-Mart Stores (WMT) 0.1 $4.9M +10% 40k 121.57
Pfizer (PFE) 0.1 $4.8M +28% 92k 52.43
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $4.8M 165k 28.89
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $4.7M -30% 93k 50.55
McDonald's Corporation (MCD) 0.1 $4.7M +53% 19k 246.89
Lockheed Martin Corporation (LMT) 0.1 $4.7M +2% 11k 429.94
Walt Disney Company (DIS) 0.1 $4.6M -12% 49k 94.40
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $4.6M 65k 70.20
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $4.5M -2% 108k 42.00
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $4.5M -4% 96k 47.26
Philip Morris International (PM) 0.1 $4.5M +2% 46k 98.74
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $4.5M -8% 116k 38.98
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $4.5M +78% 72k 62.72
Dbx Etf Tr Xtrackers Shrt (SHYL) 0.1 $4.4M 105k 42.30
Ishares Tr Ibonds Dec22 Etf (IBDN) 0.1 $4.4M 177k 25.01
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $4.4M -79% 46k 95.25
Ishares Tr Esg Msci Leadr (SUSL) 0.1 $4.4M +13% 66k 66.39
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.1 $4.4M NEW 110k 39.69
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.1 $4.3M 179k 24.12
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $4.2M -7% 10k 413.46
Ishares Tr Ibonds Dec23 Etf (IBDO) 0.1 $4.1M 165k 25.09
Meta Platforms Cl A (META) 0.1 $4.1M +18% 26k 161.25
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $4.1M 29k 144.98
Wisdomtree Tr Intl Smcap Div (DLS) 0.1 $4.1M -10% 71k 58.38
Cisco Systems (CSCO) 0.1 $4.0M 94k 42.64
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $4.0M -26% 135k 29.45
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $3.9M +16% 160k 24.09
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $3.9M +34740% 125k 30.93
Pepsi (PEP) 0.1 $3.8M +4% 23k 166.66
Ishares Tr Ibonds Dec24 Etf (IBDP) 0.1 $3.7M 150k 24.75
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 0.1 $3.7M 90k 41.31
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $3.6M -85% 78k 46.53
Flexshares Tr Hig Yld Vl Etf (HYGV) 0.0 $3.6M -28% 90k 40.40
Qualcomm (QCOM) 0.0 $3.6M +41% 28k 127.73
Nextera Energy (NEE) 0.0 $3.5M 46k 77.45
Ishares Tr Tips Bd Etf (TIP) 0.0 $3.5M +4% 31k 113.91
Vanguard World Fds Health Car Etf (VHT) 0.0 $3.5M 15k 235.48
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $3.5M -10% 70k 49.92
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $3.5M -11% 39k 89.02
Amgen (AMGN) 0.0 $3.3M +18% 13k 243.28
Merck & Co (MRK) 0.0 $3.2M +14% 35k 91.16
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.0 $3.1M 116k 27.02
Alphabet Cap Stk Cl C (GOOG) 0.0 $3.1M +60% 1.4k 2187.72
NVIDIA Corporation (NVDA) 0.0 $3.1M +9% 20k 151.57
Boeing Company (BA) 0.0 $3.0M 22k 136.74
United Parcel Service CL B (UPS) 0.0 $3.0M +100% 17k 182.57
Select Sector Spdr Tr Financial (XLF) 0.0 $3.0M -6% 95k 31.45
Vanguard World Mega Cap Val Etf (MGV) 0.0 $2.9M -3% 31k 96.19
Ishares Tr Msci Usa Sml Cp (SMLF) 0.0 $2.9M -18% 63k 46.88
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.0 $2.9M +4019% 101k 29.11
Caterpillar (CAT) 0.0 $2.9M +53% 16k 178.78
Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $2.9M +16% 96k 29.87
Ishares Tr Select Divid Etf (DVY) 0.0 $2.8M -2% 24k 117.68
Abbvie (ABBV) 0.0 $2.8M +6% 18k 153.19
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $2.7M +6% 30k 91.11
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $2.7M -17% 34k 80.03
Kla Corp Com New (KLAC) 0.0 $2.7M +36% 8.4k 319.09
Adobe Systems Incorporated (ADBE) 0.0 $2.6M +9% 7.2k 366.11
Coca-Cola Company (KO) 0.0 $2.6M 42k 62.92
Abbott Laboratories (ABT) 0.0 $2.6M +38% 24k 108.66
Ishares Tr Esg Eafe Etf (DMXF) 0.0 $2.5M +14% 49k 52.15
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.0 $2.5M +68% 50k 51.48
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.0 $2.5M -13% 51k 49.43
Honeywell International (HON) 0.0 $2.5M 14k 173.80
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.0 $2.5M +1897% 54k 45.86
Altria (MO) 0.0 $2.5M 59k 41.78
Ishares Tr Msci Intl Sml Cp (ISCF) 0.0 $2.4M 83k 28.82
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.0 $2.4M +9% 54k 44.00
Nordson Corporation (NDSN) 0.0 $2.4M 12k 202.42
Raytheon Technologies Corp (RTX) 0.0 $2.3M +17% 24k 96.13
Legg Mason Etf Invt Franklin Us Low (LVHD) 0.0 $2.3M +9% 60k 37.66
Becton, Dickinson and (BDX) 0.0 $2.2M 9.1k 246.57
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.0 $2.2M +3% 46k 48.80
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.0 $2.2M -14% 43k 52.04
International Business Machines (IBM) 0.0 $2.2M +12% 16k 141.19
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 0.0 $2.1M -24% 60k 35.85
Invesco Exchange Traded Fd T Intl Divi Achi (PID) 0.0 $2.1M NEW 124k 17.12
Wells Fargo & Company (WFC) 0.0 $2.1M +2% 54k 39.17
Medtronic SHS (MDT) 0.0 $2.1M +6% 23k 89.76
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $2.1M +111% 12k 171.81
Wisdomtree Tr Glb Us Qtly Div (DNL) 0.0 $2.1M NEW 65k 31.69
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $2.1M +13% 33k 62.01
Ishares Tr Core Msci Eafe (IEFA) 0.0 $2.0M -28% 35k 58.84
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.0 $2.0M +25% 50k 39.90
First Tr Sml Cp Core Alpha F Com Shs (FYX) 0.0 $2.0M 26k 76.64
Warner Bros Discovery Com Ser A (WBD) 0.0 $2.0M NEW 148k 13.42
Target Corporation (TGT) 0.0 $2.0M +6% 14k 141.22
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $2.0M 15k 134.25
Vaneck Etf Trust Vaneck Shrt Muni (SMB) 0.0 $2.0M +567% 114k 17.10
Invesco Actively Managed Etf Total Return (GTO) 0.0 $1.9M +17% 40k 48.16
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.0 $1.9M +22% 57k 33.39
Ishares Tr Faln Angls Usd (FALN) 0.0 $1.9M 77k 24.62
Bristol Myers Squibb (BMY) 0.0 $1.9M +15% 24k 77.01
Fidelity Covington Trust Qlty Fctor Etf (FQAL) 0.0 $1.9M -55% 42k 44.21
Wisdomtree Tr Em Mkts Qtly Div (DGRE) 0.0 $1.9M NEW 84k 22.20
American Tower Reit (AMT) 0.0 $1.9M +263% 7.3k 255.65
Advanced Micro Devices (AMD) 0.0 $1.8M 24k 76.49
Northrop Grumman Corporation (NOC) 0.0 $1.8M +3% 3.8k 478.55
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $1.8M -2% 45k 40.09
Blackstone Group Inc Com Cl A (BX) 0.0 $1.8M 20k 91.24
Comcast Corp Cl A (CMCSA) 0.0 $1.8M 45k 39.25
Valero Energy Corporation (VLO) 0.0 $1.7M -2% 16k 106.26
Mondelez Intl Cl A (MDLZ) 0.0 $1.7M +2% 28k 62.07
Lowe's Companies (LOW) 0.0 $1.7M +48% 9.9k 174.72
Kimberly-Clark Corporation (KMB) 0.0 $1.7M +63% 13k 135.15
PNC Financial Services (PNC) 0.0 $1.7M 11k 157.81
Netflix (NFLX) 0.0 $1.7M +18% 9.5k 174.83
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $1.6M +4% 5.0k 326.60
CVS Caremark Corporation (CVS) 0.0 $1.6M -21% 18k 92.64
Public Storage (PSA) 0.0 $1.6M 5.2k 312.57
PIMCO Corporate Income Fund (PCN) 0.0 $1.6M -10% 128k 12.65
3M Company (MMM) 0.0 $1.6M +11% 13k 129.38
Prologis (PLD) 0.0 $1.6M 14k 117.66
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $1.6M -7% 22k 71.92
Oracle Corporation (ORCL) 0.0 $1.6M +18% 23k 69.86
First Tr Mid Cap Core Alphad Com Shs (FNX) 0.0 $1.6M 19k 83.66
Starbucks Corporation (SBUX) 0.0 $1.6M +20% 21k 76.38
Duke Energy Corp Com New (DUK) 0.0 $1.6M +105% 15k 107.23

Past Filings by Allworth Financial

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

View all past filings