Allworth Financial LP

CIK

1555170

City

FOLSOM

State / Country

Stock

CPK — Chesapeake Utilities Corp

Top Portfolio Positions

3,776 positions · $5,613,298,112 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	1,935,051	$491,096,593	8.75%
NVDA	Nvidia Corp Technology	1,562,381	$272,479,246	4.85%
MSFT	Microsoft Corp Technology	475,497	$176,014,724	3.14%
SPY	Spdr S&P 500 ETF Trust	220,747	$143,560,603	2.56%
AVGO	Broadcom Inc. Technology	441,902	$136,773,088	2.44%
AMZN	Amazon Com Inc Consumer Cyclical	593,625	$123,634,278	2.20%
JPM	Jpmorgan Chase & Co Financial Services	412,908	$121,461,017	2.16%
JNJ	Johnson & Johnson Healthcare	412,264	$100,773,812	1.80%
GOOGL	Alphabet Inc. Communication Services	337,301	$96,994,275	1.73%
QQQ	Invesco Qqq Trust, Series 1	155,158	$89,554,094	1.60%

25 quarters · across all stocks

19 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$44,861	355	-13.4%	Shares	Sole	2026-05-15
2025-12-31	$51,151	410	+9.0%	Shares	Sole	2026-02-05
2025-09-30	$50,643	376	+12.2%	Shares	Sole	2025-12-02
2025-06-30	$40,273	335	+5.7%	Shares	Sole	2025-08-07
2025-03-31	$40,712	317	+1.3%	Shares	Sole	2025-04-30
2024-12-31	$37,982	313	-4.0%	Shares	Sole	2025-01-30
2024-09-30	$40,479	326	0.0%	Shares	Sole	2024-10-23
2024-06-30	$34,621	326	0.0%	Shares	Sole	2024-07-24
2024-03-31	$34,979	326	0.0%	Shares	Sole	2024-04-25
2023-12-31	$34,435	326	+3.2%	Shares	Sole	2024-01-24
2023-09-30	$30,889	316	+1.0%	Shares	Sole	2023-10-31
2023-06-30	$37,247	313	0.0%	Shares	Sole	2023-07-18
2023-03-31	$40,060	313	0.0%	Shares	Sole	2023-04-18
2022-12-31	$36,990	313	0.0%	Shares	Sole	2023-01-13
2022-09-30	$36,117	313	+4.3%	Shares	Sole	2022-10-18
2022-06-30	$38,865	300	0.0%	Shares	Sole	2022-07-13
2022-03-31	$41,328	300	0.0%	Shares	Sole	2022-04-22
2021-12-31	$43,743	300	0.0%	Shares	Sole	2022-01-21
2021-09-30	$36,015	300	—	Shares	Sole	2021-11-02
No 13F history on record for this holder in this stock.