ALLWORTH FINANCIAL LP
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OKE | 123K | $10.04M |
 | FAF | 123K | $7.52M |
 | MRK | 120K | $9.49M |
 | TCBK | 119K | $4.83M |
 | COCO | 119K | $4.30M |
 | KMI | 114K | $3.36M |
 | DAL | 114K | $5.63M |
 | ADP | 113K | $34.92M |
 | TSLA | 113K | $35.75M |
 | BMY | 112K | $5.18M |
 | QCOM | 107K | $17.08M |
 | EPD | 105K | $3.27M |
 | PLTR | 101K | $13.72M |
 | BDSX | 99K | $28.03K |
 | WMB | 97K | $6.09M |
 | NVS | 96K | $11.60M |
 | OXLC | 95K | $399.88K |
 | CMCSA | 93K | $3.32M |
 | USB | 93K | $4.20M |
 | DELL | 91K | $11.17M |
ONEOK, Inc.
OKE
Shares Held
123K
Value
$10.04M
First American Financial Corporation
FAF
Shares Held
123K
Value
$7.52M
Merck & Co., Inc.
MRK
Shares Held
120K
Value
$9.49M
TriCo Bancshares
TCBK
Shares Held
119K
Value
$4.83M
The Vita Coco Company, Inc.
COCO
Shares Held
119K
Value
$4.30M
Kinder Morgan, Inc.
KMI
Shares Held
114K
Value
$3.36M
Delta Air Lines, Inc.
DAL
Shares Held
114K
Value
$5.63M
Automatic Data Processing, Inc.
ADP
Shares Held
113K
Value
$34.92M
Tesla, Inc.
TSLA
Shares Held
113K
Value
$35.75M
Bristol-Myers Squibb Company
BMY
Shares Held
112K
Value
$5.18M
QUALCOMM Incorporated
QCOM
Shares Held
107K
Value
$17.08M
Enterprise Products Partners L.P.
EPD
Shares Held
105K
Value
$3.27M
Palantir Technologies Inc.
PLTR
Shares Held
101K
Value
$13.72M
Biodesix, Inc.
BDSX
Shares Held
99K
Value
$28.03K
The Williams Companies, Inc.
WMB
Shares Held
97K
Value
$6.09M
Novartis AG
NVS
Shares Held
96K
Value
$11.60M
Oxford Lane Capital Corp.
OXLC
Shares Held
95K
Value
$399.88K
Comcast Corporation
CMCSA
Shares Held
93K
Value
$3.32M
U.S. Bancorp
USB
Shares Held
93K
Value
$4.20M
Dell Technologies Inc.
DELL
Shares Held
91K
Value
$11.17M