Net Worth Advisory Group Purchases in Q3 2024

Net Worth Advisory Group

  • $337 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BNDX
Vanguard Total International B

ETFs
250K
New
$48.42 - $50.35 $12.1M - $12.6M
250K $12.6B
TIP
Ishares Tr Tips Bd ETF

ETFs
108K
New
$105.92 - $110.83 $11.5M - $12M
108K $12B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
129K
New
$81.31 - $83.29 $10.5M - $10.7M
129K $10.7B
IEF
Ishares Barclays

ETFs
107K
New
$92.67 - $99.14 $9.89M - $10.6M
107K $10.5B
LQD
Ishares Iboxx $ Investment Gra

ETFs
92.1K
New
$106.11 - $113.72 $9.77M - $10.5M
92.1K $10.4B
VCIT
Vanguard Intermediate Term Cor

ETFs
117K
New
$79.29 - $84.02 $9.28M - $9.83M
117K $9.8B
CORP
Pimco Investment Grade Corp Bd

ETFs
96.3K
New
$94.36 - $100.01 $9.09M - $9.63M
96.3K $9.58B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
81.2K
New
$100.75 - $111.62 $8.18M - $9.07M
81.2K $8.88B
BWX
Spdr Bloomberg International T

ETFs
362K
New
$21.34 - $23.47 $7.73M - $8.5M
362K $8.46B
VGIT
Vanguard Intermediate Term Tre

ETFs
110K
New
$57.8 - $60.8 $6.38M - $6.71M
110K $6.67B
NVDA
Nvidia Corp

Technology
38.4K
New
$98.91 - $134.91 $3.8M - $5.18M
38.4K $4.66B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
48.8K
New
$91.42 - $91.82 $4.46M - $4.48M
48.8K $4.48B
SHV
Ishares Tr

ETFs
39.8K
New
$110.05 - $110.63 $4.38M - $4.4M
39.8K $4.4B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
40K
New
$100.09 - $100.69 $4.01M - $4.03M
40K $4.03B
AAPL
Apple Inc.

Technology
12.6K
New
$207.23 - $234.82 $2.61M - $2.96M
12.6K $2.94B
META
Meta Platforms, Inc.

Communication Services
4.68K
New
$453.41 - $572.44 $2.12M - $2.68M
4.68K $2.68B
MSFT
Microsoft Corp

Technology
6.15K
New
$395.15 - $467.56 $2.43M - $2.87M
6.15K $2.65B
GOOG
Alphabet Inc.

Communication Services
15K
New
$149.54 - $192.66 $2.25M - $2.89M
15K $2.51B
AMZN
Amazon Com Inc

Consumer Cyclical
12.7K
New
$161.02 - $200.0 $2.05M - $2.54M
12.7K $2.37B
JPM
Jpmorgan Chase & CO

Financial Services
10.2K
New
$194.9 - $224.8 $1.99M - $2.29M
10.2K $2.15B
UNH
Unitedhealth Group Inc

Healthcare
3.66K
New
$488.01 - $604.18 $1.79M - $2.21M
3.66K $2.14B
CSCO
Cisco Systems, Inc.

Technology
40K
New
$44.74 - $53.22 $1.79M - $2.13M
40K $2.13B
V
Visa Inc.

Financial Services
7.63K
New
$253.74 - $291.56 $1.94M - $2.22M
7.63K $2.1B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.95K
New
$1024.09 - $1201.76 $1.99M - $2.34M
1.95K $2.05B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
19.4K
New
$96.25 - $101.98 $1.87M - $1.98M
19.4K $1.96B
BND
Vanguard Bd Index Fd Inc Total

ETFs
26K
New
$71.45 - $75.64 $1.86M - $1.97M
26K $1.95B
INTU
Intuit Inc

Technology
3.09K
New
$602.97 - $670.49 $1.86M - $2.07M
3.09K $1.92B
PEP
Pepsico Inc

Consumer Defensive
11K
New
$161.9 - $179.3 $1.78M - $1.97M
11K $1.87B
ADBE
Adobe Inc.

Technology
3.58K
New
$508.13 - $586.55 $1.82M - $2.1M
3.58K $1.85B
JNJ
Johnson & Johnson

Healthcare
11.4K
New
$145.48 - $167.38 $1.66M - $1.91M
11.4K $1.85B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.97K
New
$517.38 - $573.86 $1.53M - $1.7M
2.97K $1.7B
MRK
Merck & Co., Inc.

Healthcare
14.9K
New
$111.15 - $128.97 $1.66M - $1.93M
14.9K $1.7B
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.41K
New
$434.77 - $502.96 $1.48M - $1.72M
3.41K $1.67B
RSP
Invesco S&P 500 Equal Weight E

ETFs
9K
New
$162.83 - $179.16 $1.47M - $1.61M
9K $1.61B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3.71K
New
$386.81 - $423.12 $1.44M - $1.57M
3.71K $1.57B
PCAR
Paccar Inc

Industrials
15.5K
New
$91.64 - $109.98 $1.42M - $1.71M
15.5K $1.53B
MPC
Marathon Petroleum Corp

Energy
8.47K
New
$158.61 - $180.75 $1.34M - $1.53M
8.47K $1.38B
LOW
Lowes Companies Inc

Consumer Cyclical
5.09K
New
$213.3 - $270.78 $1.09M - $1.38M
5.09K $1.38B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7.89K
New
$147.95 - $191.05 $1.17M - $1.51M
7.89K $1.37B
AMP
Ameriprise Financial Inc

Financial Services
2.92K
New
$391.53 - $469.81 $1.14M - $1.37M
2.92K $1.37B
TGT
Target Corp

Consumer Defensive
8.27K
New
$133.47 - $159.25 $1.1M - $1.32M
8.27K $1.29B
XOM
Exxon Mobil Corp

Energy
10.8K
New
$109.72 - $119.0 $1.19M - $1.29M
10.8K $1.27B
TRV
Travelers Companies, Inc.

Financial Services
5.33K
New
$201.87 - $242.35 $1.08M - $1.29M
5.33K $1.25B
CI
Cigna Corp

Healthcare
3.41K
New
$319.12 - $367.1 $1.09M - $1.25M
3.41K $1.18B
AVGO
Broadcom Inc.

Technology
6.77K
New
$136.27 - $1745.86 $922K - $11.8M
6.77K $1.17B
VV
Vanguard Large Cap ETF

ETFs
4.27K
New
$236.92 - $263.4 $1.01M - $1.12M
4.27K $1.12B
CSX
Csx Corp

Industrials
32K
New
$32.48 - $35.45 $1.04M - $1.14M
32K $1.11B
TSLA
Tesla, Inc.

Consumer Cyclical
4.11K
New
$191.76 - $263.26 $788K - $1.08M
4.11K $1.07B
IVE
Ishares S&P 500 Value ETF

ETFs
5.4K
New
$181.06 - $197.17 $978K - $1.07M
5.4K $1.07B
Activity Summary
Buys All Purchases 386 New Holdings 386 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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