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Corey Gamble

@Allworth Financial Lp

Latest period2024 - Q3ReportedManaged Assets$16.424BTotal holdings3745
Assets growth rate5.91%Assets growth rate (2-Q avg)7.75%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Allworth Financial Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3745 positions.

Assets under management

The assets under management (AUM) of Allworth Financial Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 16.424B in assets, with a quarterly growth rate of 5.91% and a 2-quarter average growth rate of 7.75%. The portfolio is managed by Corey Gamble, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTIVanguard Index Fds
Recent Activity
Increased 1.63%
14.5%
$2.381B
8.409M shares@ $283.17 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 2.43%
8.08%
$1.326B
17.657M shares@ $75.12 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Increased 1.96%
6.83%
$1.122B
29.864M shares@ $37.56 avg price
SPYGSpdr Ser Tr
Recent Activity
Increased 1.94%
6.66%
$1.093B
13.177M shares@ $82.94 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 2.33%
6.54%
$1.073B
20.301M shares@ $52.86 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 2.61%
5.85%
$959.605M
12.195M shares@ $78.7 avg price
GOVTIshares Tr
Recent Activity
Increased 2.63%
4.12%
$675.348M
28.799M shares@ $23.46 avg price
VOVanguard Index Fds
Recent Activity
Increased 3.1%
2.06%
$336.841M
1.277M shares@ $263.83 avg price
MBBIshares Tr
Recent Activity
Increased 2.37%
1.8%
$294.127M
3.07M shares@ $95.81 avg price
AAPLApple Inc
Recent Activity
Decreased -0.46%
1.64%
$268.422M
1.152M shares@ $233.01 avg price