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
V
Visa Inc.

Financial Services
22
+ 0.31%
$308.27 - $373.31 $6.78K - $8.21K
7.13K $2.53B
CDW
Cdw Corp

Technology
61
+ 3.85%
$144.49 - $190.68 $8.81K - $11.6K
1.65K $294M
VOYA
Voya Financial, Inc.

Financial Services
140
+ 1.52%
$54.27 - $71.0 $7.6K - $9.94K
9.36K $665M
UFPI
Ufp Industries Inc

Basic Materials
653
+ 19.49%
$94.93 - $109.1 $62K - $71.2K
4K $398M
TXT
Textron Inc

Industrials
163
+ 5.11%
$60.72 - $80.34 $9.9K - $13.1K
3.36K $269M
HIG
Hartford Financial Services Group, Inc.

Financial Services
208
+ 6.79%
$109.83 - $131.67 $22.8K - $27.4K
3.27K $415M
LAMR
Lamar Advertising CO

Real Estate
139
+ 5.56%
$102.35 - $121.67 $14.2K - $16.9K
2.64K $320M
MERC
Mercer International Inc.

Basic Materials
21.5K
+ 143.13%
$3.37 - $5.96 $72.4K - $128K
36.5K $128M
STE
Steris PLC

Healthcare
54
+ 3.4%
$208.55 - $252.55 $11.3K - $13.6K
1.64K $395M
GIB
Cgi Inc

Technology
148
+ 3.99%
$96.47 - $109.59 $14.3K - $16.2K
3.85K $404M
PKG
Packaging Corp Of America

Consumer Cyclical
270
+ 14.03%
$175.97 - $201.36 $47.5K - $54.4K
2.2K $414M
GILD
Gilead Sciences, Inc.

Healthcare
389
+ 4.34%
$96.91 - $113.0 $37.7K - $44K
9.35K $1.04B
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
266
+ 1.63%
$23.19 - $25.35 $6.17K - $6.74K
16.5K $419M
RTX
Raytheon Technologies Corp

Industrials
9
+ 0.44%
$113.75 - $148.48 $1.02K - $1.34K
2.07K $302M
NDSN
Nordson Corp

Industrials
54
+ 3.91%
$167.51 - $223.5 $9.05K - $12.1K
1.44K $308M
JEF
Jefferies Financial Group Inc.

Financial Services
388
+ 5.87%
$41.06 - $56.09 $15.9K - $21.8K
7K $383M
WELL
Welltower Inc.

Real Estate
175
+ 6.05%
$136.49 - $155.22 $23.9K - $27.2K
3.07K $472M
MCO
Moodys Corp

Financial Services
13
+ 2.13%
$396.7 - $501.59 $5.16K - $6.52K
622 $312M
HSBC
Hsbc Holdings PLC

Financial Services
91
+ 1.39%
$46.68 - $61.09 $4.25K - $5.56K
6.64K $404M
RELX
Relx PLC

Communication Services
52
+ 0.99%
$45.31 - $55.66 $2.36K - $2.89K
5.32K $289M
NNN
National Retail Properties, Inc.

Real Estate
444
+ 6.47%
$37.56 - $43.42 $16.7K - $19.3K
7.3K $315M
MSCI
Msci Inc.

Financial Services
25
+ 3.73%
$506.56 - $576.74 $12.7K - $14.4K
695 $401M
GL
Globe Life Inc.

Financial Services
549
+ 8.76%
$113.29 - $133.09 $62.2K - $73.1K
6.81K $847M
UNM
Unum Group

Financial Services
307
+ 5.6%
$70.48 - $82.91 $21.6K - $25.5K
5.79K $468M
AR
Antero Resources Corp

Energy
554
+ 5.41%
$31.92 - $43.78 $17.7K - $24.3K
10.8K $435M
Ftai Aviation LTD
107
+ 5.42%
N/A
2.08K $240M
ATEC
Alphatec Holdings, Inc.

Healthcare
683
+ 5.19%
$9.43 - $13.03 $6.44K - $8.9K
13.8K $154M
FANG
Diamondback Energy, Inc.

Energy
750
+ 20.1%
$119.25 - $161.49 $89.4K - $121K
4.48K $616M
ELD
Wisdomtree Emerging Local Debt

ETFs
161
+ 1.33%
$25.49 - $27.97 $4.1K - $4.5K
12.3K $343M
SPGI
S&P Global Inc.

Financial Services
14
+ 2.54%
$438.31 - $527.29 $6.14K - $7.38K
566 $299M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
521
+ 1.87%
$18.96 - $20.43 $9.88K - $10.6K
28.4K $580M
LII
Lennox International Inc

Industrials
17
+ 2.93%
$508.76 - $605.77 $8.65K - $10.3K
598 $343M
ENS
Ener Sys

Industrials
377
+ 13.43%
$78.52 - $100.4 $29.6K - $37.9K
3.19K $273M
TYL
Tyler Technologies Inc

Technology
17
+ 3.44%
$521.68 - $592.84 $8.87K - $10.1K
511 $303M
RNR
Renaissancere Holdings LTD

Financial Services
31
+ 1.17%
$220.37 - $253.95 $6.83K - $7.87K
2.67K $649M
RIO
Rio Tinto PLC

Basic Materials
542
+ 5.34%
$52.32 - $62.75 $28.4K - $34K
10.7K $623M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
17
+ 0.84%
$96.02 - $124.33 $1.63K - $2.11K
2.05K $237M
EEFT
Euronet Worldwide, Inc.

Technology
256
+ 11.1%
$87.44 - $112.74 $22.4K - $28.9K
2.56K $260M
BR
Broadridge Financial Solutions, Inc.

Technology
50
+ 4.0%
$217.22 - $246.25 $10.9K - $12.3K
1.3K $316M
BCPC
Balchem Corp

Basic Materials
153
+ 8.86%
$150.5 - $170.45 $23K - $26.1K
1.88K $299M
SNA
Snap On Inc

Industrials
199
+ 10.22%
$292.36 - $342.2 $58.2K - $68.1K
2.15K $668M
DOX
Amdocs LTD

Technology
137
+ 3.99%
$80.46 - $94.08 $11K - $12.9K
3.57K $326M
FICO
Fair Isaac Corp

Technology
8
+ 4.73%
$1503.62 - $2206.01 $12K - $17.6K
177 $323M
GDDY
Go Daddy Inc.

Technology
59
+ 3.6%
$162.11 - $192.36 $9.56K - $11.3K
1.7K $306M
ROST
Ross Stores, Inc.

Consumer Cyclical
82
+ 3.57%
$126.62 - $154.26 $10.4K - $12.6K
2.38K $304M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
167
+ 2.51%
$47.02 - $47.83 $7.85K - $7.99K
6.82K $326M
SEM
Select Medical Holdings Corp

Healthcare
2.01K
+ 14.33%
$14.26 - $18.41 $28.7K - $37.1K
16.1K $244M
SSL
Sasol LTD

Basic Materials
1.05K
+ 5.12%
$2.93 - $5.45 $3.09K - $5.74K
21.6K $95.5M
MHO
M/I Homes, Inc.

Consumer Cyclical
114
+ 5.2%
$103.9 - $115.72 $11.8K - $13.2K
2.31K $259M
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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