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
FCX
Freeport Mcmoran Inc

Basic Materials
191
+ 1.23%
$29.15 - $44.46 $5.57K - $8.49K
15.8K $683M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.85K
+ 1.71%
$107.93 - $110.97 $199K - $205K
110K $12.1B
ABC
Amerisourcebergen Corp

Healthcare
102
+ 3.86%
N/A
2.75K $824M
BSJR
Invesco Indx Tr

ETFs
3.67K
+ 26.04%
$21.81 - $22.71 $80K - $83.3K
17.8K $403M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
14
+ 1.07%
$299.15 - $396.54 $4.19K - $5.55K
1.32K $525M
CORP
Pimco Investment Grade Corp Bd

ETFs
344
+ 0.35%
$94.14 - $97.31 $32.4K - $33.5K
97.6K $9.49B
AEHR
Aehr Test Systems

Technology
690
+ 5.15%
$6.78 - $12.93 $4.68K - $8.92K
14.1K $182M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
3.35K
+ 23.1%
$22.66 - $23.41 $76K - $78.5K
17.9K $417M
KO
Coca Cola CO

Consumer Defensive
1.18K
+ 29.38%
$68.37 - $73.9 $80.9K - $87.4K
5.21K $369M
AME
Ametek Inc

Industrials
189
+ 3.81%
$151.41 - $182.75 $28.6K - $34.5K
5.15K $932M
TRV
Travelers Companies, Inc.

Financial Services
218
+ 4.12%
$233.83 - $276.34 $51K - $60.2K
5.51K $1.47B
ADUS
Addus Home Care Corp

Healthcare
275
+ 10.44%
$96.32 - $118.0 $26.5K - $32.5K
2.91K $335M
Te Connectivity PLC
107
+ 5.2%
N/A
2.17K $365M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
3.08K
+ 21.52%
$20.93 - $22.05 $64.5K - $68K
17.4K $384M
CCK
Crown Holdings Inc

Consumer Cyclical
239
+ 6.71%
$78.47 - $104.45 $18.8K - $25K
3.8K $391M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
3.05K
+ 20.84%
$22.87 - $23.14 $69.7K - $70.5K
17.7K $408M
ZBRA
Zebra Technologies Corp

Technology
77
+ 4.31%
$213.54 - $309.26 $16.4K - $23.8K
1.87K $575M
IEX
Idex Corp

Industrials
479
+ 17.32%
$160.66 - $191.29 $77K - $91.6K
3.24K $570M
PSX
Phillips 66

Energy
730
+ 16.39%
$92.87 - $125.73 $67.8K - $91.8K
5.18K $618M
VET
Vermilion Energy Inc.

Energy
10.6K
+ 94.61%
$5.43 - $8.24 $57.5K - $87.3K
21.8K $159M
SE
Sea LTD

Consumer Cyclical
141
+ 9.13%
$105.57 - $170.4 $14.9K - $24K
1.69K $270M
ESNT
Essent Group Ltd.

Financial Services
757
+ 10.51%
$52.78 - $61.24 $40K - $46.4K
7.96K $484M
EMB
Ishares Tr

ETFs
570
+ 7.9%
$86.54 - $92.62 $49.3K - $52.8K
7.79K $721M
INGR
Ingredion Inc

Consumer Defensive
475
+ 10.66%
$123.22 - $140.95 $58.5K - $67K
4.93K $669M
BK
Bank Of New York Mellon Corp

Financial Services
303
+ 5.71%
$73.31 - $91.62 $22.2K - $27.8K
5.61K $511M
MA
Mastercard Inc

Financial Services
65
+ 3.45%
$479.92 - $590.74 $31.2K - $38.4K
1.95K $1.09B
XEL
Xcel Energy Inc

Utilities
1.1K
+ 23.17%
$65.65 - $72.39 $72.5K - $79.9K
5.87K $400M
GIL
Gildan Activewear Inc.

Consumer Cyclical
472
+ 6.18%
$37.68 - $50.22 $17.8K - $23.7K
8.11K $399M
AYI
Acuity Brands Inc

Industrials
76
+ 6.9%
$223.31 - $304.18 $17K - $23.1K
1.18K $351M
OXY
Occidental Petroleum Corp

Energy
3.54K
+ 29.41%
$36.11 - $49.33 $128K - $175K
15.6K $655M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
3.44K
+ 16.59%
$8.48 - $11.94 $29.1K - $41K
24.2K $250M
MGA
Magna International Inc

Consumer Cyclical
687
+ 9.83%
$30.82 - $38.61 $21.2K - $26.5K
7.68K $296M
PNR
Pentair PLC

Industrials
112
+ 3.61%
$76.17 - $103.58 $8.53K - $11.6K
3.21K $330M
CTAS
Cintas Corp

Industrials
132
+ 8.07%
$190.11 - $227.66 $25.1K - $30.1K
1.77K $394M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
133
+ 0.87%
$34.72 - $42.74 $4.62K - $5.68K
15.5K $662M
SAP
Sap Se

Technology
9
+ 0.61%
$237.53 - $309.8 $2.14K - $2.79K
1.48K $450M
XPO
Xpo Logistics, Inc.

Industrials
112
+ 5.18%
$91.46 - $128.1 $10.2K - $14.3K
2.28K $287M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
141
+ 8.13%
$162.37 - $200.76 $22.9K - $28.3K
1.88K $354M
LYV
Live Nation Entertainment, Inc.

Communication Services
86
+ 4.37%
$118.81 - $151.28 $10.2K - $13K
2.06K $311M
CADE
Cadence Bank

Financial Services
1.21K
+ 13.09%
$26.42 - $32.41 $32K - $39.2K
10.5K $335M
YUM
Yum Brands Inc

Consumer Cyclical
482
+ 24.31%
$138.36 - $161.45 $66.7K - $77.8K
2.47K $365M
TDY
Teledyne Technologies Inc

Technology
52
+ 2.91%
$435.54 - $512.31 $22.6K - $26.6K
1.84K $943M
CSTM
Constellium Se

Basic Materials
691
+ 5.21%
$7.7 - $13.96 $5.32K - $9.65K
13.9K $186M
AXS
Axis Capital Holdings LTD

Financial Services
157
+ 1.59%
$87.23 - $106.93 $13.7K - $16.8K
10K $1.04B
VRSK
Verisk Analytics, Inc.

Industrials
114
+ 10.87%
$277.03 - $321.33 $31.6K - $36.6K
1.16K $362M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
83
+ 0.29%
N/A
29K $677M
AVT
Avnet Inc

Technology
345
+ 5.83%
$41.51 - $53.08 $14.3K - $18.3K
6.27K $333M
HLI
Houlihan Lokey, Inc.

Financial Services
63
+ 3.73%
$141.59 - $182.75 $8.92K - $11.5K
1.75K $315M
ING
Ing Groep Nv

Financial Services
105
+ 0.62%
$16.62 - $21.98 $1.75K - $2.31K
17K $371M
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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