Net Worth Advisory Group Purchases and Sells in Q2 2025

Net Worth Advisory Group

$451 Billion
Q2 2025

Top Buys

Incresed Positions

272 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVE	47.2K + 884.29%	$168.34 - $195.42 $7.95M - $9.23M	52.6K $10.3B
IVW	81.1K + 770.17%	$82.96 - $110.1 $6.73M - $8.93M	91.6K $10.1B
AAPL	38K + 308.35%	$172.42 - $223.89 $6.55M - $8.5M	50.3K $10.3B
VGIT	120K + 109.19%	$58.63 - $59.9 $7.06M - $7.22M	231K $13.8B
VCIT	44K + 36.81%	$79.56 - $82.92 $3.5M - $3.65M	164K $13.6B
IJJ	29.2K + 821.89%	$103.88 - $123.68 $3.04M - $3.62M	32.8K $4.05B

New Holdings

87 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHG	71.3K New	$22.27 - $29.21 $1.59M - $2.08M	71.3K $2.08B
IEFA	24.1K New	$67.83 - $84.09 $1.63M - $2.02M	24.1K $2.01B
IJS	17.9K New	$83.54 - $100.04 $1.5M - $1.79M	17.9K $1.78B
SCHV	56.3K New	$23.55 - $27.67 $1.33M - $1.56M	56.3K $1.56B
ABT	10.8K New	$123.95 - $138.08 $1.33M - $1.48M	10.8K $1.46B
AMAT	7.94K New	$126.95 - $183.52 $1.01M - $1.46M	7.94K $1.45B

Top Sells

Reduced Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	-48.3K - 51.7%	$91.43 - $91.74 $4.41M - $4.43M	45.1K $4.14B
UNH	-2.11K - 57.85%	$274.35 - $599.47 $578K - $1.26M	1.54K $479M
PEP	-5.35K - 51.88%	$128.02 - $151.37 $685K - $810K	4.97K $656M
MRK	-8.49K - 56.59%	$73.47 - $87.12 $624K - $740K	6.51K $516M
REGN	-979 - 57.32%	$483.07 - $625.6 $473K - $612K	729 $383M
MINT	-6.71K - 15.02%	$100.04 - $100.54 $671K - $674K	37.9K $3.82B

Activity Summary All Purchases 359 New Holdings 87 Increased Positions 272 All Sells 66 Reductions 66 Sold out 0 Calls 0 Puts 0

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