Net Worth Advisory Group Purchases in Q4 2024

Net Worth Advisory Group

  • $329 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
3.52K
+ 118.54%
$567.81 - $607.81 $2M - $2.14M
6.48K $3.8B
VTI
Vanguard Total Stock Market Et

ETFs
6.22K
+ 259.84%
$280.04 - $302.45 $1.74M - $1.88M
8.61K $2.5B
SHV
Ishares Tr

ETFs
15.4K
+ 38.56%
$109.92 - $110.57 $1.69M - $1.7M
55.2K $6.07B
Arista Networks Inc
7.94K
New
N/A
7.94K $878M
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.55K
+ 32.9%
$71.75 - $75.11 $614K - $642K
34.5K $2.48B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.2K
+ 174.87%
$49.79 - $51.14 $508K - $522K
16K $804M
Lam Research Corp
6.33K
New
N/A
6.33K $457M
WFC
Wells Fargo & Company

Financial Services
2.85K
+ 18.58%
$54.98 - $77.35 $156K - $220K
18.2K $1.28B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.18K
+ 8.57%
$91.29 - $91.8 $382K - $384K
53K $4.85B
EQT
Eqt Corp

Energy
4.43K
+ 27.49%
$35.62 - $46.89 $158K - $207K
20.5K $946M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.29K
+ 8.22%
$100.22 - $100.73 $330K - $331K
43.3K $4.35B
BPOP
Popular, Inc.

Financial Services
3.34K
New
$88.46 - $102.59 $296K - $343K
3.34K $314M
KEY
Keycorp

Financial Services
17.3K
New
$16.21 - $19.97 $281K - $346K
17.3K $297M
MMM
3 M CO

Industrials
2.06K
New
$124.74 - $137.12 $257K - $282K
2.06K $266M
TDS
Telephone & Data Systems Inc

Communication Services
7.61K
New
$22.86 - $35.22 $174K - $268K
7.61K $259M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
572
+ 15.4%
$417.69 - $450.94 $239K - $258K
4.29K $1.82B
ORLA
Orla Mining Ltd.

Basic Materials
43.5K
New
$3.84 - $5.67 $167K - $246K
43.5K $241M
Brookfield Corp
4.03K
New
N/A
4.03K $232M
C
Citigroup Inc

Financial Services
3.26K
New
$61.31 - $72.5 $200K - $236K
3.26K $229M
TMUS
T Mobile Us, Inc.

Communication Services
820
+ 24.43%
$206.1 - $246.94 $169K - $202K
4.18K $922M
BAC
Bank Of America Corp

Financial Services
4.57K
+ 78.14%
$39.22 - $47.77 $179K - $218K
10.4K $457M
AEM
Agnico Eagle Mines LTD

Basic Materials
2.85K
New
$75.99 - $88.85 $217K - $253K
2.85K $223M
VICR
Vicor Corp

Technology
4.51K
New
$40.19 - $60.94 $181K - $275K
4.51K $218M
HBAN
Huntington Bancshares Inc

Financial Services
12.1K
+ 114.63%
$14.18 - $18.2 $172K - $221K
22.7K $369M
NGS
Natural Gas Services Group Inc

Energy
7.95K
New
$19.11 - $27.92 $152K - $222K
7.95K $213M
GOGO
Gogo Inc.

Communication Services
25.8K
New
$6.3 - $8.53 $163K - $220K
25.8K $209M
AE
Adams Resources & Energy, Inc.

Energy
5.52K
New
$26.01 - $37.75 $144K - $209K
5.52K $209M
T
At&T Inc.

Communication Services
9.16K
New
$21.22 - $23.88 $194K - $219K
9.16K $208M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.39K
+ 15.39%
$174.22 - $187.62 $241K - $260K
10.4K $1.82B
LITE
Lumentum Holdings Inc.

Technology
2.46K
New
$61.49 - $94.9 $151K - $234K
2.46K $207M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.05K
New
$178.39 - $215.0 $187K - $226K
1.05K $202M
USB
Us Bancorp \De\

Financial Services
4.22K
New
$43.98 - $53.66 $186K - $227K
4.22K $202M
MTB
M&T Bank Corp

Financial Services
1.07K
New
$172.48 - $221.95 $184K - $237K
1.07K $201M
HTLF
Heartland Financial Usa Inc

Financial Services
3.27K
New
$54.47 - $69.06 $178K - $226K
3.27K $200M
MS
Morgan Stanley

Financial Services
57
+ 0.7%
$104.42 - $134.99 $5.95K - $7.69K
8.19K $1.03B
CVE
Cenovus Energy Inc.

Energy
12K
New
$14.35 - $18.36 $172K - $220K
12K $182M
META
Meta Platforms, Inc.

Communication Services
199
+ 4.25%
$554.08 - $632.68 $110K - $126K
4.88K $2.86B
WELL
Welltower Inc.

Real Estate
1.44K
+ 51.19%
$123.11 - $139.3 $177K - $200K
4.25K $535M
GOLD
Barrick Gold Corp

Basic Materials
10.6K
New
$15.23 - $21.19 $161K - $224K
10.6K $164M
RJF
Raymond James Financial Inc

Financial Services
17
+ 0.38%
$123.0 - $170.1 $2.09K - $2.89K
4.44K $690M
GS
Goldman Sachs Group Inc

Financial Services
4
+ 0.22%
$486.1 - $608.57 $1.94K - $2.43K
1.86K $1.06B
LUMN
Lumen Technologies, Inc.

Communication Services
27.1K
New
$5.31 - $10.12 $144K - $275K
27.1K $144M
VTR
Ventas, Inc.

Real Estate
2.87K
+ 48.13%
$57.73 - $66.48 $166K - $191K
8.84K $520M
GFI
Gold Fields LTD

Basic Materials
10.3K
New
$13.16 - $18.91 $135K - $194K
10.3K $136M
WMT
Walmart Inc.

Consumer Defensive
11
+ 0.08%
$79.1 - $95.7 $870 - $1.05K
13.1K $1.18B
PCAR
Paccar Inc

Industrials
386
+ 2.49%
$97.92 - $118.41 $37.8K - $45.7K
15.9K $1.65B
TPL
Texas Pacific Land Corp

Energy
2
+ 0.38%
$915.49 - $1730.0 $1.83K - $3.46K
524 $580M
AR
Antero Resources Corp

Energy
354
+ 2.18%
$25.54 - $35.52 $9.04K - $12.6K
16.6K $582M
JEF
Jefferies Financial Group Inc.

Financial Services
62
+ 0.96%
$61.95 - $81.75 $3.84K - $5.07K
6.49K $509M
Activity Summary
Buys All Purchases 182 New Holdings 25 Increased Positions 157 Sells All Sells 201 Reductions 201 Sold out 0 Options Calls 0 Puts 0
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