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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, BSV, SPDW, SPYV, and represent 43.80% of Allworth Financial's stock portfolio.
Added to shares of these 10 stocks: SPYG (+$429M), SPYV (+$420M), BSV (+$368M), VTI (+$341M), VO (+$94M), AVUS (+$70M), RWL (+$65M), SPDW (+$47M), GOVT (+$43M), BND (+$39M).
Started 291 new stock positions in LAND, TMFG, Rb Global, COMM, NVEE, Knife River Corp, Halozyme Therapeutics, IRBT, DCOM, XBAP.
Reduced shares in these 10 stocks: BIL (-$363M), IWF (-$50M), SPY (-$39M), VONV (-$34M), IVW (-$22M), IJJ (-$20M), QQQ (-$18M), IVV (-$18M), EFA (-$17M), ITOT (-$16M).
Sold out of its positions in ABBNY, ARAY, ACIW, Adamis Pharmaceuticals Corp Com Stk, AEVA, AGL, FEBW, AGI, ALEX, ATUS.
Allworth Financial was a net buyer of stock by $1.5B.
Allworth Financial has $12B in assets under management (AUM), dropping by 18.39%.
Central Index Key (CIK): 0001555170

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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.

Sign up to view all of the Allworth Financial June 30, 2023 positions
Download the Allworth Financial June 2023 csv data

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

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
Allworth Financial 2021 Q1 filed April 29, 2021
Allworth Financial 2020 Q4 filed Jan. 26, 2021
Allworth Financial 2020 Q3 filed Nov. 3, 2020
Allworth Financial 2020 Q2 filed July 24, 2020
Allworth Financial 2020 Q1 filed April 17, 2020
Allworth Financial 2019 Q4 filed Jan. 16, 2020

View all past filings

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