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
AON
Aon PLC

Financial Services
780
New
$293.16 - $351.06 $229K - $274K
780 $270M
YUM
Yum Brands Inc

Consumer Cyclical
1.93K
New
$125.95 - $139.96 $243K - $270K
1.93K $269M
RELX
Relx PLC

Communication Services
5.67K
New
$44.1 - $48.86 $250K - $277K
5.67K $269M
Ftai Aviation LTD
2.02K
New
N/A
2.02K $269M
ICLR
Icon PLC

Healthcare
936
New
$280.48 - $346.2 $263K - $324K
936 $269M
POOL
Pool Corp

Industrials
702
New
$296.17 - $376.8 $208K - $265K
702 $264M
DOX
Amdocs LTD

Technology
3.02K
New
$78.13 - $87.85 $236K - $265K
3.02K $264M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.2K
New
$111.59 - $129.08 $245K - $284K
2.2K $261M
NDSN
Nordson Corp

Industrials
991
New
$225.0 - $262.63 $223K - $260K
991 $260M
DLB
Dolby Laboratories, Inc.

Industrials
3.39K
New
$66.75 - $81.27 $226K - $276K
3.39K $260M
IQV
Iqvia Holdings Inc.

Healthcare
1.09K
New
$206.81 - $251.55 $226K - $275K
1.09K $259M
Canadian Pacific Kansas City
3.02K
New
N/A
3.02K $259M
BSY
Bentley Systems Inc

Technology
5.06K
New
$44.79 - $51.95 $227K - $263K
5.06K $257M
CNI
Canadian National Railway CO

Industrials
2.15K
New
$110.1 - $123.65 $237K - $266K
2.15K $252M
VBK
Vanguard Small Cap Growth ETF

ETFs
941
New
$240.48 - $267.94 $226K - $252K
941 $252M
RTX
Raytheon Technologies Corp

Industrials
2.07K
New
$99.55 - $123.34 $206K - $256K
2.07K $251M
NEE
Nextera Energy Inc

Utilities
2.97K
New
$69.9 - $84.97 $208K - $252K
2.97K $251M
WERN
Werner Enterprises Inc

Industrials
6.48K
New
$34.21 - $40.44 $222K - $262K
6.48K $250M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
1.76K
New
$136.7 - $155.95 $241K - $275K
1.76K $250M
SWKS
Skyworks Solutions, Inc.

Technology
2.5K
New
$96.22 - $120.68 $241K - $302K
2.5K $247M
SRE
Sempra Energy

Utilities
2.95K
New
$74.97 - $84.04 $221K - $248K
2.95K $247M
CDW
Cdw Corp

Technology
1.09K
New
$206.67 - $239.84 $225K - $261K
1.09K $247M
CNC
Centene Corp

Healthcare
3.27K
New
$64.89 - $80.23 $212K - $262K
3.27K $246M
Ge Vernova Inc
957
New
N/A
957 $244M
Universal Stainless & Alloy
6.31K
New
N/A
6.31K $244M
VBR
Vanguard Small Cap Value ETF

ETFs
1.21K
New
$179.99 - $201.6 $218K - $244K
1.21K $243M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
11K
New
$21.49 - $22.22 $236K - $244K
11K $243M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
2.18K
New
$91.94 - $113.13 $201K - $247K
2.18K $241M
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.03K
New
$193.0 - $282.1 $199K - $290K
1.03K $240M
BAX
Baxter International Inc

Healthcare
6.28K
New
$32.85 - $40.26 $206K - $253K
6.28K $238M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
11.6K
New
$19.92 - $20.67 $230K - $239K
11.6K $238M
MIDD
Middleby Corp

Industrials
1.71K
New
$119.13 - $144.82 $203K - $247K
1.71K $238M
CE
Celanese Corp

Basic Materials
1.75K
New
$119.16 - $147.51 $208K - $258K
1.75K $237M
MEC
Mayville Engineering Company, Inc.

Industrials
11.2K
New
$16.16 - $21.46 $181K - $241K
11.2K $237M
GPN
Global Payments Inc

Industrials
2.31K
New
$92.66 - $112.97 $214K - $261K
2.31K $236M
MSA
Msa Safety Inc

Industrials
1.33K
New
$167.74 - $199.9 $222K - $265K
1.33K $235M
AEP
American Electric Power CO Inc

Utilities
2.29K
New
$87.11 - $104.95 $199K - $240K
2.29K $235M
WFRD
Weatherford International PLC

Energy
2.74K
New
$84.06 - $134.26 $230K - $368K
2.74K $233M
SLV
I Shares Silver Trust

ETFs
8.16K
New
$24.33 - $29.38 $199K - $240K
8.16K $232M
BAC
Bank Of America Corp

Financial Services
5.84K
New
$36.65 - $44.13 $214K - $258K
5.84K $232M
EEFT
Euronet Worldwide, Inc.

Technology
2.32K
New
$92.68 - $108.63 $215K - $252K
2.32K $230M
AIR
Aar Corp

Industrials
3.5K
New
$57.07 - $75.54 $199K - $264K
3.5K $228M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.64K
New
$127.29 - $141.5 $208K - $231K
1.64K $228M
XPO
Xpo Logistics, Inc.

Industrials
2.12K
New
$101.15 - $125.11 $214K - $265K
2.12K $228M
ETR
Entergy Corp

Utilities
1.72K
New
$104.75 - $131.61 $181K - $227K
1.72K $227M
MKSI
Mks Instruments Inc

Technology
2.09K
New
$103.52 - $144.6 $216K - $302K
2.09K $227M
VCYT
Veracyte, Inc.

Healthcare
6.66K
New
$21.0 - $35.25 $140K - $235K
6.66K $227M
OTEX
Open Text Corp

Technology
6.79K
New
$28.49 - $33.63 $194K - $228K
6.79K $226M
DAR
Darling Ingredients Inc.

Consumer Defensive
6.08K
New
$33.99 - $41.78 $207K - $254K
6.08K $226M
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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