Net Worth Advisory Group Purchases in Q1 2025

Net Worth Advisory Group

  • $318 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BAX
Baxter International Inc

Healthcare
6.43K
New
$29.26 - $36.57 $188K - $235K
6.43K $220M
LQD
Ishares Iboxx $ Investment Gra

ETFs
453
+ 0.5%
$105.1 - $109.61 $47.6K - $49.7K
91.6K $9.96B
MRUS
Merus N.V.

Healthcare
5.05K
New
$39.01 - $49.16 $197K - $248K
5.05K $213M
CNP
Centerpoint Energy Inc

Utilities
5.79K
New
$30.87 - $36.25 $179K - $210K
5.79K $210M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
11.2K
New
$18.18 - $18.58 $204K - $209K
11.2K $208M
VCIT
Vanguard Intermediate Term Cor

ETFs
368
+ 0.31%
$79.17 - $82.04 $29.1K - $30.2K
120K $9.78B
NEE
Nextera Energy Inc

Utilities
2.93K
New
$66.96 - $76.16 $196K - $223K
2.93K $207M
Concentra Group Holdings Par
9.48K
New
N/A
9.48K $206M
DUK
Duke Energy Corp

Utilities
1.66K
New
$105.87 - $121.97 $176K - $203K
1.66K $203M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
9.63K
New
$21.04 - $21.64 $203K - $208K
9.63K $203M
CNC
Centene Corp

Healthcare
3.3K
New
$55.93 - $65.89 $185K - $217K
3.3K $200M
WRB
Berkley W R Corp

Financial Services
279
+ 2.06%
$56.7 - $71.27 $15.8K - $19.9K
13.8K $985M
GLD
Spdr Gold Trust

ETFs
56
+ 1.48%
$243.19 - $288.14 $13.6K - $16.1K
3.84K $1.11B
GILD
Gilead Sciences, Inc.

Healthcare
34
+ 0.38%
$89.14 - $117.41 $3.03K - $3.99K
8.96K $1B
CMP
Compass Minerals International Inc

Basic Materials
19.2K
New
$9.29 - $14.21 $178K - $272K
19.2K $178M
EBC
Eastern Bankshares, Inc.

Financial Services
10.6K
New
$15.29 - $19.15 $162K - $203K
10.6K $174M
Liberty Global LTD
13.3K
New
N/A
13.3K $159M
DK
Delek Us Holdings, Inc.

Energy
10.5K
New
$13.53 - $20.31 $142K - $214K
10.5K $159M
GL
Globe Life Inc.

Financial Services
263
+ 4.38%
$111.2 - $131.72 $29.2K - $34.6K
6.27K $825M
C
Citigroup Inc

Financial Services
2.16K
+ 66.29%
$67.23 - $84.63 $145K - $183K
5.42K $385M
ABC
Amerisourcebergen Corp

Healthcare
36
+ 1.38%
N/A
2.65K $736M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.35K
+ 3.11%
$100.32 - $100.76 $135K - $136K
44.7K $4.49B
CMCSA
Comcast Corp

Communication Services
4.04K
+ 29.09%
$33.19 - $38.23 $134K - $154K
17.9K $661M
PEP
Pepsico Inc

Consumer Defensive
1.07K
+ 11.51%
$142.64 - $156.42 $152K - $167K
10.3K $1.55B
LKQ
Lkq Corp

Consumer Cyclical
2.21K
+ 27.73%
$36.24 - $44.05 $80K - $97.2K
10.2K $433M
STOK
Stoke Therapeutics, Inc.

Healthcare
20.7K
New
$6.65 - $12.74 $138K - $264K
20.7K $138M
ABBV
Abb Vie Inc.

Healthcare
91
+ 2.54%
$169.2 - $216.66 $15.4K - $19.7K
3.68K $770M
AXS
Axis Capital Holdings LTD

Financial Services
19
+ 0.19%
$85.54 - $100.24 $1.63K - $1.9K
9.89K $991M
CME
Cme Group Inc.

Financial Services
71
+ 2.45%
$225.82 - $266.54 $16K - $18.9K
2.97K $788M
VTV
Vanguard Value ETF

ETFs
555
+ 10.97%
$167.73 - $179.21 $93.1K - $99.5K
5.61K $970M
MPC
Marathon Petroleum Corp

Energy
463
+ 6.41%
$134.72 - $159.03 $62.4K - $73.6K
7.69K $1.12B
MS
Morgan Stanley

Financial Services
1.57K
+ 19.14%
$111.68 - $141.08 $175K - $221K
9.76K $1.14B
LPLA
Lpl Financial Holdings Inc.

Financial Services
320
+ 30.98%
$308.87 - $383.33 $98.8K - $123K
1.35K $442M
LLY
Eli Lilly & CO

Healthcare
63
+ 7.04%
$725.72 - $929.72 $45.7K - $58.6K
958 $792M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.05K
+ 12.28%
$22.25 - $23.0 $90.2K - $93.2K
37.1K $852M
HELE
Helen Of Troy LTD

Consumer Defensive
2.27K
+ 46.97%
$50.39 - $66.75 $114K - $151K
7.09K $379M
CHE
Chemed Corp

Healthcare
83
+ 18.12%
$521.84 - $615.32 $43.3K - $51.1K
541 $333M
WEX
Wex Inc.

Technology
723
+ 54.36%
$148.29 - $186.78 $107K - $135K
2.05K $322M
ELV
Elevance Health, Inc.

Healthcare
5
+ 0.41%
$365.9 - $436.25 $1.83K - $2.18K
1.24K $538M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
8.5K
+ 69.57%
$8.17 - $10.63 $69.4K - $90.3K
20.7K $191M
STE
Steris PLC

Healthcare
228
+ 16.76%
$202.46 - $232.74 $46.2K - $53.1K
1.59K $360M
TD
Toronto Dominion Bank

Financial Services
725
+ 13.76%
$53.12 - $61.15 $38.5K - $44.3K
5.99K $359M
MDT
Medtronic PLC

Healthcare
31
+ 0.42%
$79.84 - $94.5 $2.48K - $2.93K
7.5K $674M
UNH
Unitedhealth Group Inc

Healthcare
21
+ 0.58%
$461.52 - $548.18 $9.69K - $11.5K
3.64K $1.91B
NDSN
Nordson Corp

Industrials
388
+ 39.03%
$200.12 - $224.07 $77.6K - $86.9K
1.38K $279M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
3.31K
+ 27.47%
$20.05 - $20.4 $66.4K - $67.6K
15.4K $313M
ALL
Allstate Corp

Financial Services
23
+ 0.52%
$180.99 - $210.18 $4.16K - $4.83K
4.44K $919M
FNF
Fidelity National Financial, Inc.

Financial Services
129
+ 2.17%
$54.25 - $65.27 $7K - $8.42K
6.08K $396M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
2.81K
+ 24.39%
$21.66 - $22.08 $60.8K - $62K
14.3K $310M
Activity Summary
Buys All Purchases 230 New Holdings 42 Increased Positions 188 Sells All Sells 135 Reductions 135 Sold out 0 Options Calls 0 Puts 0
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