Net Worth Advisory Group Purchases and Sells in Q3 2025

Net Worth Advisory Group

$346 Billion
Q3 2025

Top Buys

Incresed Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSM	490 + 7.16%	$224.68 - $282.71 $110K - $139K	7.33K $2.05B
KLAC	226 + 20.98%	$843.9 - $1078.6 $191K - $244K	1.3K $1.41B
AVGO	402 + 8.47%	$264.74 - $369.57 $106K - $149K	5.15K $1.7B
LAM RESEARCH CORP	921 + 12.81%	N/A	8.11K $1.09B
NEM	3.37K + 90.0%	$57.35 - $85.25 $193K - $287K	7.11K $599M
ICLR	1.58K + 79.77%	$139.63 - $195.01 $221K - $308K	3.56K $624M

New Holdings

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COHERENT CORP	5.4K New	N/A	5.4K $582M
PLTR	2.39K New	$130.68 - $186.97 $312K - $447K	2.39K $436M
TECK	9.34K New	$31.27 - $44.1 $292K - $412K	9.34K $410M
CRWD	812 New	$412.46 - $514.1 $335K - $417K	812 $398M
EME	604 New	$530.88 - $655.83 $321K - $396K	604 $392M
IR	4.64K New	$74.98 - $89.02 $348K - $413K	4.64K $383M

Top Sells

Reduced Positions

288 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVE	-46.9K - 89.27%	$194.44 - $206.51 $9.12M - $9.69M	5.64K $1.17B
IVW	-81.6K - 89.14%	$108.97 - $121.65 $8.9M - $9.93M	9.95K $1.2B
VGIT	-126K - 54.38%	$58.97 - $60.36 $7.4M - $7.58M	105K $6.32B
AAPL	-37.1K - 73.73%	$202.38 - $256.87 $7.51M - $9.53M	13.2K $3.36B
VCIT	-49.9K - 30.46%	$81.75 - $84.54 $4.08M - $4.21M	114K $9.57B
IJJ	-28.9K - 88.08%	$122.57 - $132.57 $3.54M - $3.83M	3.91K $507M

Activity Summary All Purchases 113 New Holdings 83 Increased Positions 30 All Sells 288 Reductions 288 Sold out 0 Calls 0 Puts 0

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