Allworth Financial LP Q1 2025 Filing

Filed April 30, 2025

Portfolio Value

$17.8B

Holdings

4,048

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (4,048 positions)

StockValue
TXNTEXAS INSTRS INC
$20.5M
MDLZMONDELEZ INTL INC
$20.2M
KAPRINNOVATOR ETFS TRUST
$20.1M
LLYELI LILLY & CO
$20.1M
DFIVDIMENSIONAL ETF TRUST
$20.1M
TSLATESLA INC
$19.9M
TFISPDR SER TR
$19.8M
VEAVANGUARD TAX-MANAGED FDS
$19.6M
MAMASTERCARD INCORPORATED
$19.2M
EAGGISHARES TR
$19.2M
CATCATERPILLAR INC
$19.1M
JPSTJ P MORGAN EXCHANGE TRADED F
$18.8M
ETNEATON CORP PLC
$18.7M
VGITVANGUARD SCOTTSDALE FDS
$18.5M
IVEISHARES TR
$18.3M
CBCHUBB LIMITED
$18.2M
QUALISHARES TR
$18.2M
VMBSVANGUARD SCOTTSDALE FDS
$18.1M
SUSLISHARES TR
$17.7M
VEUVANGUARD INTL EQUITY INDEX F
$17.6M
4I1PHILIP MORRIS INTL INC
$17.5M
IBMINTERNATIONAL BUSINESS MACHS
$17.3M
FBNDFIDELITY MERRIMACK STR TR
$16.8M
VGLTVANGUARD SCOTTSDALE FDS
$16.8M
XELXCEL ENERGY INC
$16.8M
GSLCGOLDMAN SACHS ETF TR
$16.5M
RTXRTX CORPORATION
$16.4M
IAU*ISHARES GOLD TR
$16.3M
AVUSAMERICAN CENTY ETF TR
$16.1M
OREALTY INCOME CORP
$16.0M
SBUXSTARBUCKS CORP
$15.8M
IVOOVANGUARD ADMIRAL FDS INC
$15.6M
IJANINNOVATOR ETFS TRUST
$15.4M
SOSOUTHERN CO
$15.3M
EMNEASTMAN CHEM CO
$15.2M
FLCBFRANKLIN TEMPLETON ETF TR
$15.1M
UPSUNITED PARCEL SERVICE INC
$14.7M
PLDPROLOGIS INC.
$14.7M
MCDMCDONALDS CORP
$14.5M
BACVERIZON COMMUNICATIONS INC
$14.5M
IDEVISHARES TR
$14.4M
BRK-BBERKSHIRE HATHAWAY INC DEL
$14.3M
WCNWASTE CONNECTIONS INC
$14.3M
XLKSELECT SECTOR SPDR TR
$14.3M
BIVVANGUARD BD INDEX FDS
$14.1M
PRFINVESCO EXCHANGE TRADED FD T
$14.0M
SCHGSCHWAB STRATEGIC TR
$13.9M
DFSDDIMENSIONAL ETF TRUST
$13.5M
VBVANGUARD INDEX FDS
$13.3M
JQUAJ P MORGAN EXCHANGE TRADED F
$13.1M
USXFISHARES TR
$13.1M
DMXFISHARES TR
$13.1M
WFCWELLS FARGO CO NEW
$13.0M
DUKDUKE ENERGY CORP NEW
$12.4M
VONVVANGUARD SCOTTSDALE FDS
$12.3M
DFSVDIMENSIONAL ETF TRUST
$12.0M
XLRESELECT SECTOR SPDR TR
$11.7M
BACBANK AMERICA CORP
$11.6M
GEGE AEROSPACE
$11.6M
UNPUNION PAC CORP
$11.5M
AVUVAMERICAN CENTY ETF TR
$11.1M
AMLPALPS ETF TR
$11.0M
VOTVANGUARD INDEX FDS
$10.9M
RSPINVESCO EXCHANGE TRADED FD T
$10.8M
SPMDSPDR SER TR
$10.7M
SCHVSCHWAB STRATEGIC TR
$10.6M
SHMSPDR SER TR
$10.6M
NVSNNOVARTIS AG
$10.5M
SUSBISHARES TR
$10.5M
IEMGISHARES INC
$10.4M
DFUSDIMENSIONAL ETF TRUST
$10.3M
ULUNILEVER PLC
$10.3M
AMGNAMGEN INC
$10.3M
TDVGT ROWE PRICE ETF INC
$10.2M
PZAINVESCO EXCH TRADED FD TR II
$10.2M
VTIPVANGUARD MALVERN FDS
$10.2M
DGROISHARES TR
$10.2M
CTEFEA SERIES TRUST
$10.1M
EFAISHARES TR
$10.1M
CARRCARRIER GLOBAL CORPORATION
$10.0M
PEPPEPSICO INC
$10.0M
NAPRINNOVATOR ETFS TRUST
$10.0M
IWNISHARES TR
$10.0M
DFASDIMENSIONAL ETF TRUST
$10.0M
SPHDINVESCO EXCH TRADED FD TR II
$10.0M
FLRNSPDR SER TR
$9.8M
KLACKLA CORP
$9.7M
EUSBISHARES TR
$9.5M
ISRGINTUITIVE SURGICAL INC
$9.3M
GIGBGOLDMAN SACHS ETF TR
$9.0M
IWMISHARES TR
$8.9M
TMOTHERMO FISHER SCIENTIFIC INC
$8.6M
SPSMSPDR SER TR
$8.6M
DFEMDIMENSIONAL ETF TRUST
$8.6M
ANGLVANECK ETF TRUST
$8.5M
SCHMSCHWAB STRATEGIC TR
$8.5M
RSPTINVESCO EXCHANGE TRADED FD T
$8.4M
TCAFT ROWE PRICE ETF INC
$8.4M
MRKMERCK & CO INC
$8.3M
VVVANGUARD INDEX FDS
$8.3M
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