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
JEF
Jefferies Financial Group Inc.

Financial Services
6.43K
New
$49.97 - $62.49 $321K - $402K
6.43K $396M
PHG
Koninklijke Philips Nv

Healthcare
12.1K
New
$25.08 - $32.73 $302K - $394K
12.1K $394M
CDNS
Cadence Design Systems Inc

Technology
1.44K
New
$246.84 - $321.11 $355K - $462K
1.44K $390M
VTR
Ventas, Inc.

Real Estate
5.97K
New
$50.88 - $65.33 $303K - $390K
5.97K $383M
Linde PLC
800
New
N/A
800 $382M
IGOV
Ishares 1 3 International Trea

ETFs
9.11K
New
$38.52 - $42.09 $351K - $383K
9.11K $381M
GDDY
Go Daddy Inc.

Technology
2.43K
New
$141.41 - $167.41 $343K - $406K
2.43K $380M
MRVL
Marvell Technology, Inc.

Technology
5.27K
New
$56.15 - $76.24 $296K - $401K
5.27K $380M
CTAS
Cintas Corp

Industrials
1.83K
New
$201.38 - $819.83 $368K - $1.5M
1.83K $377M
TYL
Tyler Technologies Inc

Technology
642
New
$499.52 - $595.46 $321K - $382K
642 $375M
BSX
Boston Scientific Corp

Healthcare
4.46K
New
$72.96 - $84.0 $325K - $374K
4.46K $373M
BK
Bank Of New York Mellon Corp

Financial Services
5.17K
New
$59.54 - $72.17 $308K - $373K
5.17K $372M
MHO
M/I Homes, Inc.

Consumer Cyclical
2.15K
New
$116.02 - $172.21 $250K - $371K
2.15K $369M
MSCI
Msci Inc.

Financial Services
629
New
$479.31 - $584.91 $301K - $368K
629 $366M
AZN
Astrazeneca PLC

Healthcare
4.7K
New
$76.67 - $87.62 $360K - $411K
4.7K $366M
LNT
Alliant Energy Corp

Utilities
6.03K
New
$50.74 - $60.74 $306K - $366K
6.03K $366M
FNF
Fidelity National Financial, Inc.

Financial Services
5.89K
New
$48.08 - $62.04 $283K - $365K
5.89K $365M
MGA
Magna International Inc

Consumer Cyclical
8.79K
New
$38.03 - $45.82 $334K - $403K
8.79K $361M
SAP
Sap Se

Technology
1.57K
New
$197.21 - $231.0 $310K - $363K
1.57K $360M
WELL
Welltower Inc.

Real Estate
2.81K
New
$104.0 - $129.74 $292K - $364K
2.81K $360M
PKI
Perkinelmer Inc

Healthcare
2.79K
New
N/A
2.79K $357M
ADUS
Addus Home Care Corp

Healthcare
2.67K
New
$116.16 - $133.58 $310K - $357K
2.67K $356M
ACLS
Axcelis Technologies Inc

Technology
3.39K
New
$96.98 - $155.02 $329K - $525K
3.39K $355M
GIL
Gildan Activewear Inc.

Consumer Cyclical
7.44K
New
$37.71 - $47.5 $280K - $353K
7.44K $350M
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.98K
New
$98.71 - $117.61 $294K - $350K
2.98K $350M
PNR
Pentair PLC

Industrials
3.57K
New
$74.39 - $97.79 $266K - $350K
3.57K $349M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.28K
New
$233.4 - $302.36 $299K - $388K
1.28K $348M
IT
Gartner Inc

Technology
683
New
$441.32 - $516.47 $301K - $353K
683 $346M
MELI
Mercadolibre Inc

Consumer Cyclical
168
New
$1591.44 - $2140.1 $267K - $360K
168 $345M
CNO
Cno Financial Group, Inc.

Financial Services
9.79K
New
$27.71 - $35.42 $271K - $347K
9.79K $344M
HEIA
Heico Crp Cl A
1.68K
New
N/A
1.68K $342M
CRM
Salesforce, Inc.

Technology
1.24K
New
$238.42 - $276.53 $296K - $343K
1.24K $340M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.19K
New
$72.18 - $107.33 $230K - $343K
3.19K $339M
ELD
Wisdomtree Emerging Local Debt

ETFs
12.1K
New
$26.06 - $28.14 $315K - $340K
12.1K $338M
CNQ
Canadian Natural Resources LTD

Energy
10.2K
New
$31.97 - $37.41 $325K - $380K
10.2K $337M
UL
Unilever PLC

Consumer Defensive
5.19K
New
$54.7 - $65.59 $284K - $340K
5.19K $337M
STE
Steris PLC

Healthcare
1.38K
New
$213.51 - $247.14 $295K - $342K
1.38K $335M
ING
Ing Groep Nv

Financial Services
18.4K
New
$16.55 - $18.66 $305K - $344K
18.4K $335M
CCK
Crown Holdings Inc

Consumer Cyclical
3.48K
New
$71.52 - $95.86 $249K - $334K
3.48K $334M
VLO
Valero Energy Corp

Energy
2.47K
New
$132.81 - $163.48 $328K - $404K
2.47K $334M
SSNC
Ss&C Technologies Holdings Inc

Technology
4.47K
New
$61.42 - $76.46 $274K - $341K
4.47K $331M
AES
Aes Corp

Utilities
16.4K
New
$16.18 - $20.07 $266K - $329K
16.4K $329M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
2K
New
$122.74 - $163.95 $245K - $328K
2K $328M
HALO
Halozyme Therapeutics, Inc.

Healthcare
5.72K
New
$51.3 - $64.42 $293K - $368K
5.72K $327M
EVR
Evercore Inc.

Financial Services
1.29K
New
$211.0 - $258.67 $272K - $334K
1.29K $327M
HLI
Houlihan Lokey, Inc.

Financial Services
2.06K
New
$134.11 - $161.99 $276K - $333K
2.06K $325M
KO
Coca Cola CO

Consumer Defensive
4.5K
New
$62.69 - $73.01 $282K - $329K
4.5K $323M
HSBC
Hsbc Holdings PLC

Financial Services
7.15K
New
$40.42 - $45.91 $289K - $328K
7.15K $323M
FLEX
Flex Ltd.

Technology
9.65K
New
$28.1 - $34.0 $271K - $328K
9.65K $323M
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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