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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, SPDW, SPYV, SPYG, and represent 44.31% of Allworth Financial's stock portfolio.
Added to shares of these 10 stocks: QLTY (+$119M), BND (+$60M), SPYV (+$42M), GOVT (+$40M), BSV (+$34M), IJH (+$31M), SPDW (+$30M), VTI (+$30M), AVUV (+$24M), SPYG (+$23M).
Started 290 new stock positions in PROF, TIPT, FTAI, FEMS, HYLS, FXO, HTGC, FDMT, ENTA, RSPG.
Reduced shares in these 10 stocks: LVHD (-$109M), ITOT (-$12M), QTJL (-$10M), SGOV (-$10M), PJUL (-$9.3M), FLOT (-$9.2M), KJUL (-$8.3M), XTJL (-$8.2M), IJUL (-$7.7M), IEI (-$6.3M).
Sold out of its positions in AEF, DMKPQ, MSOS, Adverum Biotechnologies, AGEN, FRTY, MDRX, FRDM, Alteryx, COLD.
Allworth Financial was a net buyer of stock by $435M.
Allworth Financial has $14B in assets under management (AUM), dropping by 8.20%.
Central Index Key (CIK): 0001555170

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Portfolio Holdings for Allworth Financial

Allworth Financial holds 3598 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Allworth Financial has 3598 total positions. Only the first 250 positions are shown.

Sign up to view all of the Allworth Financial March 31, 2024 positions
Download the Allworth Financial March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	15.2	$2.1B		8.3M	259.90	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	8.5	$1.2B	+5%	17M	72.63	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	7.2	$1.0B	+3%	28M	35.84	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	6.9	$972M	+4%	19M	50.10	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	6.6	$933M	+2%	13M	73.15	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	6.2	$884M	+4%	12M	76.67	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	4.3	$613M	+6%	27M	22.77	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.1	$293M	+3%	1.2M	249.86	View chart
Ishares Tr Mbs Etf (MBB)	1.8	$257M	+5%	2.8M	92.42	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	1.6	$221M	+5%	4.4M	50.77	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.5	$219M		6.1M	36.19	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	1.5	$218M		2.3M	93.73	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.4	$201M		2.2M	89.50	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.4	$198M	-5%	1.7M	115.30	View chart
Apple (AAPL)	1.1	$161M	+14%	941k	171.48	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$132M		686k	191.88	View chart
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)	0.8	$119M	NEW	4.0M	29.70	View chart
Ishares Tr Core Total Usd (IUSB)	0.8	$115M		2.5M	45.59	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$103M	-2%	3.2M	31.95	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.7	$94M		3.7M	25.44	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$91M	-3%	1.3M	67.86	View chart
Microsoft Corporation (MSFT)	0.6	$89M	+5%	212k	420.72	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.6	$88M		2.4M	36.54	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$88M	-3%	168k	523.07	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$84M	+4%	761k	110.52	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$81M		667k	120.99	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$65M		147k	444.01	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$60M	+15%	1.0M	57.86	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.4	$57M	+2%	885k	64.15	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$56M	-6%	107k	525.73	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$55M		158k	344.20	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.4	$54M		1.3M	41.95	View chart
Amazon (AMZN)	0.4	$54M	+51%	298k	180.38	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.4	$51M	-4%	569k	90.44	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$49M		471k	104.73	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$49M	-3%	577k	84.44	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$46M		138k	337.05	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$45M		277k	162.86	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$45M	-2%	382k	117.21	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$41M	+15%	98k	420.52	View chart
NVIDIA Corporation (NVDA)	0.3	$40M	+18%	45k	903.57	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.3	$40M	+6%	3.4M	11.88	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.3	$39M	-2%	1.6M	24.67	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$39M	+376%	641k	60.74	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$34M	-5%	351k	97.94	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.2	$33M	+105%	1.2M	27.01	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$33M	+279%	350k	93.71	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$32M	-2%	517k	62.06	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$29M	-2%	600k	49.05	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$29M	-2%	376k	77.31	View chart
Ishares Tr Faln Angls Usd (FALN)	0.2	$29M		1.1M	26.86	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.2	$28M		682k	40.71	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$28M		509k	54.43	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$27M	-4%	645k	41.77	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$27M	+9%	246k	107.60	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	0.2	$26M	-80%	711k	36.84	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$26M		573k	45.61	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$25M	-28%	249k	100.71	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.2	$25M	-3%	497k	50.45	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.2	$25M	+20%	757k	32.69	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$24M	-5%	131k	182.61	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$22M	-10%	442k	50.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$22M	+4%	145k	150.93	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$22M	+8%	431k	50.60	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$21M	-13%	103k	205.72	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$21M		114k	186.81	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$21M		449k	46.48	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$20M	-9%	124k	164.35	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$20M		628k	31.61	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$20M	+45%	219k	89.90	View chart
Exxon Mobil Corporation (XOM)	0.1	$19M	+3%	164k	116.24	View chart
Costco Wholesale Corporation (COST)	0.1	$19M	+9%	26k	732.62	View chart
Procter & Gamble Company (PG)	0.1	$19M	+6%	115k	162.25	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.1	$19M	+7%	400k	46.38	View chart
Broadcom (AVGO)	0.1	$18M	+9%	14k	1325.40	View chart
Johnson & Johnson (JNJ)	0.1	$18M	+8%	114k	158.19	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.1	$18M	+4%	191k	93.85	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$18M	-2%	592k	30.22	View chart
JPMorgan Chase & Co. (JPM)	0.1	$17M	+2%	86k	200.30	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$17M	-7%	164k	103.79	View chart
Chevron Corporation (CVX)	0.1	$17M	+10%	107k	157.74	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$17M		410k	40.90	View chart
Home Depot (HD)	0.1	$17M	+4%	44k	383.60	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$17M	+197%	177k	94.62	View chart
Visa Com Cl A (V)	0.1	$17M	+12%	60k	279.08	View chart
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)	0.1	$17M		776k	21.34	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$16M	+15%	342k	47.06	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$16M		195k	80.63	View chart
Mastercard Incorporated Cl A (MA)	0.1	$15M	+4%	31k	481.57	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$15M		72k	208.27	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$15M	-4%	187k	78.64	View chart
UnitedHealth (UNH)	0.1	$15M	+4%	30k	494.71	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.1	$15M	+18%	862k	17.02	View chart
Meta Platforms Cl A (META)	0.1	$14M	+18%	29k	485.58	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$14M	-5%	153k	91.80	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$14M	+6%	126k	106.49	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$13M	+2%	222k	60.30	View chart
At&t (T)	0.1	$13M	+3%	756k	17.60	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$13M	+3%	289k	45.15	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$13M		274k	47.44	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$13M	-5%	330k	38.47	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$12M		155k	79.86	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$12M		51k	235.79	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$12M	+5%	201k	59.24	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$12M	+12%	78k	152.26	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$12M	+7%	171k	68.13	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$12M		262k	44.40	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$11M	-3%	479k	23.83	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$11M		287k	39.53	View chart
Intel Corporation (INTC)	0.1	$11M	+7%	251k	44.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$11M	+91%	23k	480.69	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$11M	-12%	238k	45.31	View chart
Wal-Mart Stores (WMT)	0.1	$11M	+201%	175k	60.17	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$10M		262k	39.66	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$10M	+6%	193k	53.34	View chart
Tesla Motors (TSLA)	0.1	$10M	+13%	57k	175.79	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$10M	+242%	173k	58.06	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$10M	NEW	104k	96.05	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$9.6M	+9%	224k	43.04	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$9.4M	-5%	88k	107.41	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.1	$9.3M	-3%	204k	45.79	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$9.1M	-5%	312k	29.02	View chart
Bank of America Corporation (BAC)	0.1	$8.7M	+13%	229k	37.92	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$8.6M		38k	228.59	View chart
Union Pacific Corporation (UNP)	0.1	$8.5M	+6%	35k	245.93	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$8.5M		53k	158.81	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$8.4M	-3%	112k	75.40	View chart
Caterpillar (CAT)	0.1	$8.4M	+7%	23k	366.42	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$8.3M		161k	51.60	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$8.3M	-3%	40k	210.30	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$8.2M	+10%	336k	24.48	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$8.2M	-6%	21k	397.75	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$8.1M	-7%	101k	80.51	View chart
Netflix (NFLX)	0.1	$8.1M	+17%	13k	607.33	View chart
Pepsi (PEP)	0.1	$8.1M	+10%	46k	175.01	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$8.0M		102k	77.73	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$7.9M	+3%	127k	62.34	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$7.8M	-2%	15k	524.33	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$7.8M	+28%	184k	42.23	View chart
Realty Income (O)	0.1	$7.6M	+7%	141k	54.10	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$7.5M		48k	155.91	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.1	$7.4M	-11%	147k	50.56	View chart
McDonald's Corporation (MCD)	0.1	$7.4M	+11%	26k	281.95	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$7.4M	-2%	122k	60.42	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$7.4M	-3%	80k	91.86	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.1	$7.3M	+11%	171k	42.83	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$7.3M		30k	239.76	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$7.2M	-56%	142k	51.06	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$7.2M		172k	42.01	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$7.2M		187k	38.48	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$7.1M	-5%	106k	67.13	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$7.0M	+14%	42k	169.37	View chart
General Dynamics Corporation (GD)	0.0	$7.0M		25k	282.49	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.0	$7.0M	-2%	276k	25.28	View chart
Abbvie (ABBV)	0.0	$6.7M	+21%	37k	182.10	View chart
Eaton Vance Enhanced Equity Income Fund (EOI)	0.0	$6.7M	-4%	368k	18.23	View chart
Merck & Co (MRK)	0.0	$6.7M	+7%	51k	131.95	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$6.5M		167k	39.02	View chart
Wp Carey (WPC)	0.0	$6.5M	+6%	116k	56.44	View chart
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX)	0.0	$6.5M	-40%	270k	23.96	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.0	$6.5M	-17%	260k	24.81	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.0	$6.4M	-12%	88k	73.04	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$6.4M	+25%	36k	179.11	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$6.4M	-3%	78k	81.43	View chart
Virtus Allianzgi Equity & Conv (NIE)	0.0	$6.4M	-4%	285k	22.39	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$6.4M	+7%	164k	38.86	View chart
Wells Fargo & Company (WFC)	0.0	$6.3M	+30%	109k	57.96	View chart
Walt Disney Company (DIS)	0.0	$6.2M	+8%	51k	122.36	View chart
Boeing Company (BA)	0.0	$6.2M	+4%	32k	192.99	View chart
Digital Realty Trust (DLR)	0.0	$6.2M		43k	144.04	View chart
Verizon Communications (VZ)	0.0	$6.1M	+19%	146k	41.96	View chart
Lockheed Martin Corporation (LMT)	0.0	$6.1M	+9%	13k	454.88	View chart
Abbott Laboratories (ABT)	0.0	$6.1M	+49%	54k	113.66	View chart
Kla Corp Com New (KLAC)	0.0	$6.1M		8.7k	698.54	View chart
salesforce (CRM)	0.0	$6.0M	+31%	20k	301.18	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$6.0M		114k	52.47	View chart
Target Corporation (TGT)	0.0	$5.9M		33k	177.21	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$5.9M	-33%	40k	147.73	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$5.9M	+6%	70k	83.58	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$5.8M	+201%	107k	54.40	View chart
Spdr Ser Tr Ice Pfd Sec Etf (PSK)	0.0	$5.8M	-3%	167k	34.87	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.0	$5.8M	+16%	114k	50.69	View chart
Cisco Systems (CSCO)	0.0	$5.7M	+3%	115k	49.91	View chart
Eli Lilly & Co. (LLY)	0.0	$5.7M	+33%	7.4k	777.91	View chart
Cme (CME)	0.0	$5.7M	+131%	27k	215.29	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$5.7M	-30%	118k	48.21	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.0	$5.6M	-3%	258k	21.72	View chart
Qualcomm (QCOM)	0.0	$5.5M	+13%	33k	169.30	View chart
Honeywell International (HON)	0.0	$5.5M	+32%	27k	205.25	View chart
Vanguard World Health Car Etf (VHT)	0.0	$5.5M	+58%	20k	270.52	View chart
Adobe Systems Incorporated (ADBE)	0.0	$5.2M	+10%	10k	504.58	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$5.2M	+7%	125k	41.59	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$5.2M	+6%	141k	36.75	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$5.2M	-18%	216k	23.85	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.0	$5.1M	-2%	109k	47.04	View chart
Iron Mountain (IRM)	0.0	$5.1M		64k	80.21	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$5.1M	-16%	86k	58.55	View chart
International Business Machines (IBM)	0.0	$5.1M		27k	190.96	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$4.9M		28k	175.27	View chart
Amgen (AMGN)	0.0	$4.8M	+3%	17k	284.32	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$4.8M	-38%	74k	65.65	View chart
Oracle Corporation (ORCL)	0.0	$4.8M	+6%	38k	125.61	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.0	$4.7M	-48%	101k	46.65	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$4.7M	-2%	8.4k	556.43	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.0	$4.6M	-2%	187k	24.87	View chart
Advanced Micro Devices (AMD)	0.0	$4.6M	-17%	26k	180.49	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$4.6M	+403%	45k	101.41	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$4.5M	-2%	29k	155.84	View chart
Legg Mason Etf Invt Westn Aset Ttl (WBND)	0.0	$4.5M	+2%	221k	20.17	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.0	$4.4M	-2%	176k	25.05	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$4.3M		18k	238.31	View chart
Philip Morris International (PM)	0.0	$4.3M	-3%	47k	91.62	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$4.2M	-19%	107k	39.81	View chart
PG&E Corporation (PCG)	0.0	$4.2M		253k	16.76	View chart
Coca-Cola Company (KO)	0.0	$4.2M	+9%	69k	61.18	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$4.2M	+13%	32k	131.37	View chart
American Centy Etf Tr Quality Prefer (QPFF)	0.0	$4.1M	-2%	110k	37.10	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.0	$4.1M		89k	45.83	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$4.0M	+80%	95k	42.12	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.0	$4.0M		71k	56.17	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$4.0M	-15%	79k	50.29	View chart
Comcast Corp Cl A (CMCSA)	0.0	$3.9M	+23%	89k	43.35	View chart
Novo-nordisk A S Adr (NVO)	0.0	$3.7M	+80%	29k	128.40	View chart
Flexshares Tr Intl Qltdv Idx (IQDF)	0.0	$3.7M	-5%	154k	24.10	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$3.7M	-7%	45k	81.53	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$3.7M	-2%	64k	58.11	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$3.7M	-8%	39k	94.41	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.0	$3.6M	-3%	74k	49.16	View chart
Raytheon Technologies Corp (RTX)	0.0	$3.5M	+5%	36k	97.53	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$3.5M		50k	70.88	View chart
Applied Materials (AMAT)	0.0	$3.5M	+17%	17k	206.23	View chart
Copart (CPRT)	0.0	$3.5M	+5%	60k	57.92	View chart
Intuitive Surgical Com New (ISRG)	0.0	$3.5M	+35%	8.7k	399.09	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$3.5M	+455%	201k	17.32	View chart
Nextera Energy (NEE)	0.0	$3.5M		54k	63.91	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.0	$3.4M	-3%	71k	48.09	View chart
United Parcel Service CL B (UPS)	0.0	$3.3M	+11%	23k	148.63	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$3.3M	-6%	27k	123.18	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$3.3M	-65%	28k	115.81	View chart
Becton, Dickinson and (BDX)	0.0	$3.2M	-2%	13k	247.46	View chart
Waste Management (WM)	0.0	$3.2M	+31%	15k	213.16	View chart
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)	0.0	$3.2M	-3%	65k	48.60	View chart
Columbia Banking System (COLB)	0.0	$3.1M	+16147%	162k	19.35	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$3.1M		24k	131.24	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.0	$3.1M		54k	56.98	View chart
Nordson Corporation (NDSN)	0.0	$3.1M		11k	274.55	View chart
Goldman Sachs (GS)	0.0	$3.1M	+9%	7.4k	417.72	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.0	$3.1M	-16%	47k	65.91	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$2.9M	+40%	8.5k	346.59	View chart
ConocoPhillips (COP)	0.0	$2.9M	+8%	23k	127.28	View chart

Past Filings by Allworth Financial

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

Allworth Financial 2024 Q1 filed April 25, 2024
Allworth Financial 2023 Q4 filed Jan. 24, 2024
Allworth Financial 2023 Q3 filed Oct. 31, 2023
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

View all past filings

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