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CIK: 0001555170
Total reported value
$23.6B
$23.6B
3745 檔
29.7%
In Q3 2024, Allworth Financial LP's U.S. equity holdings reached a combined market value of $23.6B, distributed across 3745 disclosed stock positions.
In Q3 2024, Allworth Financial LP displayed an active expansion posture, initiating 1 new positions and adding to 39 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3745 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 14.50% | -0.25% | +1.62% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 8.08% | -1.34% | +2.42% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 6.83% | -0.65% | +1.96% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.65% | +0.40% | +1.93% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.53% | +0.24% | +2.32% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.84% | -0.50% | +2.61% | |
| 7 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 4.11% | -0.15% | +2.62% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.05% | -0.02% | +3.10% | |
| 9 | MBB | Ishares Mbs ETF | ETF-Other | 1.79% | -0.06% | +2.37% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.63% | +0.21% | -0.47% | |
| 11 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.58% | -0.18% | +1.08% | |
| 12 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 1.53% | -0.13% | +2.78% | |
| 13 | USIG | Ishares Broad Usd Investment | ETF-Other | 1.49% | -0.07% | +2.21% | |
| 14 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 1.43% | -0.06% | +1.71% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.28% | +0.15% | -0.15% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.87% | -0.04% | +1.89% | |
| 17 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.83% | +0.01% | +22.75% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | -0.06% | +1.34% | |
| 19 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.75% | +0.03% | +24.69% | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.74% | -0.06% | -1.86% | |
| 21 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.70% | +0.13% | +20.72% | |
| 22 | TSPA | T Rowe Price US Eqy Research | ETF-Other | 0.62% | -0.05% | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.62% | +0.06% | +4.66% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.60% | +0.11% | +2.73% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.58% | — | -0.81% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.52% | +0.03% | +0.20% | |
| 27 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.42% | +0.02% | +7.51% | |
| 28 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.41% | +0.06% | +3.87% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.40% | +0.18% | +8.40% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | -0.36% | EXIT | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.40% | +0.09% | +1.29% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | +0.03% | -2.19% | |
| 33 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.34% | -0.10% | +2.14% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | +0.05% | -2.16% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.33% | -0.01% | -0.01% | |
| 36 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.33% | +0.02% | +0.14% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.32% | -0.09% | -1.61% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | +0.05% | -11.29% | |
| 39 | SUB | Ishares Short-term National | ETF-Other | 0.32% | -0.02% | +0.48% | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.32% | -0.05% | +0.54% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.31% | +0.03% | +0.40% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.30% | -0.28% | -1.47% | |
| 43 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.30% | +0.06% | -0.65% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.29% | +0.01% | +0.18% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.29% | -0.02% | +2.48% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.29% | — | -1.53% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.29% | -0.06% | +1.82% | |
| 48 | HDEF | Xtrackers Msci Eafe High Div | ETF-Other | 0.27% | -0.01% | +2.18% | |
| 49 | PGX | Invesco Preferred ETF | ETF-Other | 0.27% | +0.01% | +4.32% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.25% | +0.04% | +2.70% |
According to official SEC Form 13F filings, Allworth Financial LP reported a total U.S. public equity portfolio value of $23.6B across 3745 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, SPDW) accounted for 29.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
TSPA
市值: $101.7M
Top Position Liquidated / Trimmed
AAPL
前期市值: $259.6M
During Q3 2024, Allworth Financial LP's top holdings by market value included VTI (14.5%)、BND (8.1%)、SPDW (6.8%). The largest single position, VTI, represented 14.5% of total portfolio value.
In Q3 2024, Allworth Financial LP made 50 total portfolio adjustments, initiating 1 new buys, adding to 39 positions, trimming 10 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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