Net Worth Advisory Group Purchases in Q2 2025

Net Worth Advisory Group

  • $451 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
47.2K
+ 884.29%
$168.34 - $195.42 $7.95M - $9.23M
52.6K $10.3B
IVW
Ishares S&P 500 Growth ETF

ETFs
81.1K
+ 770.17%
$82.96 - $110.1 $6.73M - $8.93M
91.6K $10.1B
AAPL
Apple Inc.

Technology
38K
+ 308.35%
$172.42 - $223.89 $6.55M - $8.5M
50.3K $10.3B
VGIT
Vanguard Intermediate Term Tre

ETFs
120K
+ 109.19%
$58.63 - $59.9 $7.06M - $7.22M
231K $13.8B
VCIT
Vanguard Intermediate Term Cor

ETFs
44K
+ 36.81%
$79.56 - $82.92 $3.5M - $3.65M
164K $13.6B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
29.2K
+ 821.89%
$103.88 - $123.68 $3.04M - $3.62M
32.8K $4.05B
IJK
Ishares S&P Midcap 400 Growth

ETFs
36.9K
+ 678.54%
$73.7 - $90.98 $2.72M - $3.36M
42.3K $3.85B
EFV
Msci Eafe Value ETF

ETFs
48.9K
+ 381.95%
$52.4 - $64.65 $2.56M - $3.16M
61.7K $3.92B
EFG
Msci Eafe Growth ETF

ETFs
26.8K
+ 458.34%
$89.8 - $112.0 $2.4M - $3M
32.6K $3.65B
MSFT
Microsoft Corp

Technology
4.44K
+ 74.38%
$354.56 - $497.45 $1.58M - $2.21M
10.4K $5.18B
VUG
Vanguard Growth ETF

ETFs
4.29K
+ 210.51%
$329.49 - $438.4 $1.41M - $1.88M
6.32K $2.77B
IEFA
Ishares Tr

ETFs
24.1K
New
$67.83 - $84.09 $1.63M - $2.02M
24.1K $2.01B
NFLX
Netflix Inc

Communication Services
1.13K
+ 146.04%
$855.86 - $1339.13 $964K - $1.51M
1.9K $2.54B
IJS
Ishares S&P Smallcap 600 Value

ETFs
17.9K
New
$83.54 - $100.04 $1.5M - $1.79M
17.9K $1.78B
NVDA
Nvidia Corp

Technology
864
+ 2.68%
$94.31 - $157.99 $81.5K - $137K
33.1K $5.23B
VTV
Vanguard Value ETF

ETFs
9.54K
+ 169.89%
$153.67 - $176.74 $1.47M - $1.69M
15.1K $2.68B
GLD
Spdr Gold Trust

ETFs
5.39K
+ 140.43%
$273.71 - $316.29 $1.48M - $1.71M
9.23K $2.81B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
74.1K
+ 199.89%
$22.54 - $23.17 $1.67M - $1.72M
111K $2.55B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
12K
+ 686.7%
$108.87 - $133.04 $1.31M - $1.6M
13.8K $1.83B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.47K
+ 183.17%
$483.48 - $539.8 $1.68M - $1.87M
5.37K $2.61B
SCHV
Schwab Strategic Tr Us Large C

ETFs
56.3K
New
$23.55 - $27.67 $1.33M - $1.56M
56.3K $1.56B
AXP
American Express CO

Financial Services
4.35K
+ 198.31%
$231.39 - $318.98 $1.01M - $1.39M
6.54K $2.09B
ABT
Abbott Laboratories

Healthcare
10.8K
New
$123.95 - $138.08 $1.33M - $1.48M
10.8K $1.46B
AMAT
Applied Materials Inc

Technology
7.94K
New
$126.95 - $183.52 $1.01M - $1.46M
7.94K $1.45B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.31K
+ 123.82%
$416.06 - $551.64 $962K - $1.28M
4.18K $2.31B
LQD
Ishares Iboxx $ Investment Gra

ETFs
12.2K
+ 13.35%
$105.23 - $109.61 $1.29M - $1.34M
104K $11.4B
VTI
Vanguard Total Stock Market Et

ETFs
4.45K
+ 185.57%
$243.75 - $303.93 $1.08M - $1.35M
6.85K $2.08B
WMT
Walmart Inc.

Consumer Defensive
12.8K
+ 97.86%
$81.79 - $99.98 $1.05M - $1.28M
25.9K $2.53B
COST
Costco Wholesale Corp

Consumer Defensive
1.34K
+ 156.37%
$908.13 - $1056.85 $1.21M - $1.41M
2.19K $2.17B
TSLA
Tesla, Inc.

Consumer Cyclical
3.51K
+ 86.19%
$221.86 - $362.89 $778K - $1.27M
7.58K $2.41B
LLY
Eli Lilly & CO

Healthcare
1.76K
+ 183.72%
$713.71 - $898.95 $1.26M - $1.58M
2.72K $2.12B
META
Meta Platforms, Inc.

Communication Services
738
+ 16.25%
$484.66 - $738.09 $358K - $545K
5.28K $3.9B
VOE
Vanguard Mid Cap Value Index F

ETFs
7.67K
+ 247.88%
$141.87 - $164.49 $1.09M - $1.26M
10.8K $1.77B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.82K
+ 89.47%
$496.48 - $617.85 $903K - $1.12M
3.85K $2.38B
VV
Vanguard Large Cap ETF

ETFs
4.06K
+ 200.49%
$228.25 - $285.3 $926K - $1.16M
6.08K $1.74B
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.2K
+ 117.04%
$152.93 - $181.74 $948K - $1.13M
11.5K $2.09B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.54K
+ 116.48%
$376.48 - $440.65 $956K - $1.12M
4.72K $2.08B
BND
Vanguard Bd Index Fd Inc Total

ETFs
15.3K
+ 62.54%
$72.02 - $73.82 $1.1M - $1.13M
39.8K $2.93B
BNDX
Vanguard Total International B

ETFs
19.2K
+ 7.51%
$48.77 - $49.55 $935K - $950K
274K $13.6B
BWX
Spdr Bloomberg International T

ETFs
21K
+ 5.89%
$21.87 - $23.49 $460K - $494K
378K $8.87B
VOT
Vanguard Mid Cap Growth Index

ETFs
3.47K
+ 168.64%
$216.28 - $284.39 $750K - $987K
5.53K $1.57B
FTNT
Fortinet, Inc.

Technology
9.58K
New
$84.71 - $108.69 $811K - $1.04M
9.58K $1.01B
IGOV
Ishares 1 3 International Trea

ETFs
18.8K
+ 203.6%
$39.53 - $43.1 $743K - $810K
28K $1.21B
GOOGL
Alphabet Inc.

Communication Services
4.03K
+ 68.66%
$144.7 - $178.6 $583K - $720K
9.9K $1.74B
SCHR
Schwab Intermediate Term Us Tr

ETFs
31.7K
New
$24.54 - $25.07 $777K - $794K
31.7K $792M
AMZN
Amazon Com Inc

Consumer Cyclical
1.61K
+ 12.41%
$167.32 - $223.3 $269K - $359K
14.5K $3.19B
IAU
Ishares Gold Trust

ETFs
10.8K
New
$56.1 - $64.74 $605K - $698K
10.8K $672M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.49K
+ 27.8%
$141.37 - $228.57 $210K - $340K
6.84K $1.55B
VBR
Vanguard Small Cap Value ETF

ETFs
3.24K
+ 245.9%
$162.76 - $195.77 $528K - $634K
4.56K $889M
Activity Summary
Buys All Purchases 359 New Holdings 87 Increased Positions 272 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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