Allworth Financial LP Q4 2024 Filing
Filed January 30, 2025
Portfolio Value
$18.2M
Holdings
3,933
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (3,933 positions)
| Stock | Value |
|---|---|
WMTWALMART INC | $20K |
SUSLISHARES TR | $20K |
VEAVANGUARD TAX-MANAGED FDS | $19K |
JPSTJ P MORGAN EXCHANGE TRADED F | $19K |
VMBSVANGUARD SCOTTSDALE FDS | $19K |
UPSUNITED PARCEL SERVICE INC | $19K |
TFISPDR SER TR | $19K |
FBNDFIDELITY MERRIMACK STR TR | $19K |
DFIVDIMENSIONAL ETF TRUST | $19K |
GSLCGOLDMAN SACHS ETF TR | $18K |
IVOOVANGUARD ADMIRAL FDS INC | $18K |
MAMASTERCARD INCORPORATED | $18K |
VXUSVANGUARD STAR FDS | $18K |
EAGGISHARES TR | $18K |
SBUXSTARBUCKS CORP | $18K |
CBCHUBB LIMITED | $17K |
XLKSELECT SECTOR SPDR TR | $17K |
RTXRTX CORPORATION | $17K |
DFAIDIMENSIONAL ETF TRUST | $17K |
VEUVANGUARD INTL EQUITY INDEX F | $17K |
VGITVANGUARD SCOTTSDALE FDS | $17K |
XELXCEL ENERGY INC | $17K |
MDLZMONDELEZ INTL INC | $16K |
FLCBFRANKLIN TEMPLETON ETF TR | $16K |
BILSPDR SER TR | $16K |
EMNEASTMAN CHEM CO | $16K |
VGLTVANGUARD SCOTTSDALE FDS | $16K |
NFLXNETFLIX INC | $16K |
PLDPROLOGIS INC. | $15K |
KJULINNOVATOR ETFS TRUST | $15K |
USXFISHARES TR | $15K |
OREALTY INCOME CORP | $14K |
PRFINVESCO EXCHANGE TRADED FD T | $14K |
AVUVAMERICAN CENTY ETF TR | $14K |
SPMDSPDR SER TR | $14K |
IAU*ISHARES GOLD TR | $14K |
BIVVANGUARD BD INDEX FDS | $14K |
IBMINTERNATIONAL BUSINESS MACHS | $14K |
VONVVANGUARD SCOTTSDALE FDS | $14K |
RSPINVESCO EXCHANGE TRADED FD T | $13K |
WFCWELLS FARGO CO NEW | $13K |
DMXFISHARES TR | $13K |
WCNWASTE CONNECTIONS INC | $13K |
UNPUNION PAC CORP | $13K |
BACVERIZON COMMUNICATIONS INC | $13K |
BACBANK AMERICA CORP | $13K |
SOSOUTHERN CO | $13K |
MCDMCDONALDS CORP | $13K |
IDEVISHARES TR | $12K |
DFSDDIMENSIONAL ETF TRUST | $12K |
VOTVANGUARD INDEX FDS | $12K |
SPSMSPDR SER TR | $12K |
PZAINVESCO EXCH TRADED FD TR II | $12K |
AMLPALPS ETF TR | $12K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $12K |
CARRCARRIER GLOBAL CORPORATION | $12K |
DFASDIMENSIONAL ETF TRUST | $12K |
FLRNSPDR SER TR | $12K |
XLRESELECT SECTOR SPDR TR | $12K |
SHMSPDR SER TR | $11K |
LLYELI LILLY & CO | $11K |
VBVANGUARD INDEX FDS | $11K |
SPHDINVESCO EXCH TRADED FD TR II | $11K |
RSPTINVESCO EXCHANGE TRADED FD T | $11K |
DGROISHARES TR | $11K |
IJANINNOVATOR ETFS TRUST | $11K |
IWMISHARES TR | $11K |
TMOTHERMO FISHER SCIENTIFIC INC | $11K |
TDVGT ROWE PRICE ETF INC | $11K |
DFSVDIMENSIONAL ETF TRUST | $10K |
COWZPACER FDS TR | $10K |
CTEFEA SERIES TRUST | $10K |
DUKDUKE ENERGY CORP NEW | $10K |
SUSBISHARES TR | $10K |
PEPPEPSICO INC | $10K |
IEMGISHARES INC | $10K |
IWNISHARES TR | $10K |
ANGLVANECK ETF TRUST | $10K |
AMGNAMGEN INC | $10K |
EFAISHARES TR | $10K |
GIGBGOLDMAN SACHS ETF TR | $9K |
NVSNNOVARTIS AG | $9K |
TCAFT ROWE PRICE ETF INC | $9K |
VVVANGUARD INDEX FDS | $9K |
ULUNILEVER PLC | $9K |
VTIPVANGUARD MALVERN FDS | $9K |
4I1PHILIP MORRIS INTL INC | $9K |
EUSBISHARES TR | $9K |
MRKMERCK & CO INC | $9K |
QCOMQUALCOMM INC | $9K |
MOATVANECK ETF TRUST | $9K |
LMTLOCKHEED MARTIN CORP | $9K |
DONSPDR DOW JONES INDL AVERAGE | $8K |
SPHQINVESCO EXCHANGE TRADED FD T | $8K |
BONDPIMCO ETF TR | $8K |
SCHGSCHWAB STRATEGIC TR | $8K |
IWDISHARES TR | $8K |
IBDQISHARES TR | $8K |
BSCPINVESCO EXCH TRD SLF IDX FD | $8K |
DFUSDIMENSIONAL ETF TRUST | $8K |