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
DLB
Dolby Laboratories, Inc.

Industrials
21
+ 0.62%
$70.91 - $81.98 $1.49K - $1.72K
3.41K $267M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
546
+ 4.98%
$21.68 - $22.16 $11.8K - $12.1K
11.5K $250M
INGR
Ingredion Inc

Consumer Defensive
43
+ 0.96%
$132.76 - $154.86 $5.71K - $6.66K
4.51K $621M
PH
Parker Hannifin Corp

Industrials
3
+ 0.27%
$621.74 - $709.46 $1.87K - $2.13K
1.11K $708M
LII
Lennox International Inc

Industrials
3
+ 0.44%
$589.36 - $678.43 $1.77K - $2.04K
691 $421M
VTV
Vanguard Value ETF

ETFs
181
+ 3.71%
$168.32 - $181.87 $30.5K - $32.9K
5.06K $856M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
490
+ 4.23%
$20.08 - $20.61 $9.84K - $10.1K
12.1K $243M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
309
+ 2.3%
$23.25 - $23.56 $7.18K - $7.28K
13.8K $321M
EOG
Eog Resources Inc

Energy
52
+ 0.86%
$118.22 - $136.54 $6.15K - $7.1K
6.08K $745M
AIG
American International Group, Inc.

Financial Services
109
+ 1.25%
$70.0 - $79.22 $7.63K - $8.63K
8.85K $644M
ROST
Ross Stores, Inc.

Consumer Cyclical
11
+ 0.56%
$138.59 - $156.61 $1.52K - $1.72K
1.98K $300M
PM
Philip Morris International Inc.

Consumer Defensive
79
+ 1.21%
$118.38 - $133.06 $9.35K - $10.5K
6.63K $797M
IEX
Idex Corp

Industrials
73
+ 2.83%
$202.75 - $236.06 $14.8K - $17.2K
2.65K $555M
ETN
Eaton Corp PLC

Industrials
1
+ 0.05%
$326.96 - $377.52 $327 - $378
2.16K $717M
VBR
Vanguard Small Cap Value ETF

ETFs
20
+ 1.65%
$197.36 - $217.3 $3.95K - $4.35K
1.23K $244M
PVI
Invesco Vrdo Tax Free ETF

ETFs
67
+ 0.78%
$24.71 - $25.05 $1.66K - $1.68K
8.67K $214M
ABC
Amerisourcebergen Corp

Healthcare
6
+ 0.23%
N/A
2.61K $586M
BSJR
Invesco Indx Tr

ETFs
172
+ 1.36%
$22.37 - $22.7 $3.85K - $3.9K
12.8K $287M
ACN
Accenture PLC

Technology
9
+ 0.51%
$343.9 - $376.86 $3.1K - $3.39K
1.79K $630M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
38
+ 2.32%
$134.53 - $150.65 $5.11K - $5.72K
1.67K $226M
JBHT
Hunt J B Transport Services Inc

Industrials
3
+ 0.23%
$164.22 - $197.19 $493 - $592
1.3K $222M
CHDN
Churchill Downs Inc

Consumer Cyclical
6
+ 0.29%
$129.55 - $147.45 $777 - $885
2.07K $276M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
40
+ 0.61%
$47.26 - $48.18 $1.89K - $1.93K
6.61K $313M
TYL
Tyler Technologies Inc

Technology
2
+ 0.31%
$576.64 - $635.69 $1.15K - $1.27K
644 $371M
DPZ
Dominos Pizza Inc

Consumer Cyclical
7
+ 1.04%
$408.59 - $476.19 $2.86K - $3.33K
678 $284M
LNT
Alliant Energy Corp

Utilities
69
+ 1.14%
$56.24 - $63.63 $3.88K - $4.39K
6.1K $361M
DOX
Amdocs LTD

Technology
18
+ 0.6%
$82.94 - $92.86 $1.49K - $1.67K
3.03K $258M
VOE
Vanguard Mid Cap Value Index F

ETFs
58
+ 2.11%
$160.89 - $176.18 $9.33K - $10.2K
2.81K $455M
AVT
Avnet Inc

Technology
73
+ 1.27%
$52.09 - $57.69 $3.8K - $4.21K
5.8K $303M
ARRY
Array Technologies, Inc.

Technology
1.15K
+ 4.34%
$5.16 - $7.63 $5.93K - $8.77K
27.6K $167M
YUM
Yum Brands Inc

Consumer Cyclical
20
+ 1.04%
$130.36 - $139.54 $2.61K - $2.79K
1.95K $261M
MLM
Martin Marietta Materials Inc

Basic Materials
23
+ 2.42%
$516.5 - $619.58 $11.9K - $14.3K
972 $502M
RTX
Raytheon Technologies Corp

Industrials
8
+ 0.39%
$114.45 - $127.21 $916 - $1.02K
2.08K $241M
WCN
Waste Connections, Inc.

Industrials
9
+ 0.55%
$171.06 - $193.25 $1.54K - $1.74K
1.66K $284M
MSA
Msa Safety Inc

Industrials
21
+ 1.58%
$163.63 - $178.77 $3.44K - $3.75K
1.35K $223M
IT
Gartner Inc

Technology
3
+ 0.44%
$481.22 - $551.8 $1.44K - $1.66K
686 $332M
Te Connectivity PLC
14
+ 0.69%
N/A
2.03K $291M
SKY
Skyline Champion Corp

Consumer Cyclical
34
+ 1.18%
$88.1 - $108.92 $3K - $3.7K
2.9K $256M
NVT
N Vent Electric PLC

Industrials
35
+ 0.39%
$67.69 - $79.19 $2.37K - $2.77K
9.11K $621M
ADUS
Addus Home Care Corp

Healthcare
14
+ 0.52%
$118.27 - $133.01 $1.66K - $1.86K
2.69K $337M
DGX
Quest Diagnostics Inc

Healthcare
62
+ 0.96%
N/A
6.5K $980M
BCPC
Balchem Corp

Basic Materials
17
+ 0.98%
$163.0 - $183.41 $2.77K - $3.12K
1.74K $284M
LAMR
Lamar Advertising CO

Real Estate
66
+ 2.79%
$121.37 - $138.11 $8.01K - $9.12K
2.43K $296M
ETR
Entergy Corp

Utilities
1K
+ 58.0%
$73.19 - $156.4 $73.2K - $156K
2.72K $207M
TDG
Trans Digm Group Inc

Industrials
12
+ 5.33%
$1239.0 - $1442.53 $14.9K - $17.3K
237 $300M
PG
Procter & Gamble CO

Consumer Defensive
16
+ 0.38%
$161.05 - $179.7 $2.58K - $2.88K
4.22K $708M
HIG
Hartford Financial Services Group, Inc.

Financial Services
29
+ 0.97%
$107.06 - $123.74 $3.1K - $3.59K
3.01K $329M
ENS
Ener Sys

Industrials
42
+ 1.52%
$91.53 - $104.0 $3.84K - $4.37K
2.8K $259M
POOL
Pool Corp

Industrials
3
+ 0.43%
$339.32 - $390.03 $1.02K - $1.17K
705 $240M
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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