Net Worth Advisory Group Incresed Positions in Q1 2025

Net Worth Advisory Group

  • $318 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
40.4K
+ 76.22%
$91.45 - $91.75 $3.69M - $3.71M
93.4K $8.57B
LOW
Lowes Companies Inc

Consumer Cyclical
3.09K
+ 60.93%
$222.66 - $268.42 $688K - $829K
8.16K $1.9B
TIP
Ishares Tr Tips Bd ETF

ETFs
794
+ 0.74%
$106.22 - $111.09 $84.3K - $88.2K
108K $12B
IEF
Ishares Barclays

ETFs
2.4K
+ 2.27%
$91.17 - $95.39 $219K - $229K
108K $10.3B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.2K
+ 1.47%
$97.25 - $104.79 $117K - $126K
82.6K $8.57B
VGIT
Vanguard Intermediate Term Tre

ETFs
4.85K
+ 4.59%
$57.44 - $59.4 $278K - $288K
110K $6.55B
AMD
Advanced Micro Devices Inc

Technology
4.41K
+ 136.72%
$96.63 - $129.55 $426K - $571K
7.63K $784M
BWX
Spdr Bloomberg International T

ETFs
8.5K
+ 2.44%
$20.94 - $22.04 $178K - $187K
357K $7.8B
CVX
Chevron Corp

Energy
1.42K
+ 30.96%
$146.71 - $167.97 $208K - $238K
6K $1B
CEG
Constellation Energy Corp

Utilities
2K
+ 66.46%
$201.63 - $347.44 $404K - $696K
5.02K $1.01B
JNJ
Johnson & Johnson

Healthcare
608
+ 5.74%
$142.06 - $167.7 $86.4K - $102K
11.2K $1.86B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
847
+ 27.35%
$208.48 - $244.03 $177K - $207K
3.94K $962M
V
Visa Inc.

Financial Services
156
+ 2.25%
$306.92 - $362.71 $47.9K - $56.6K
7.1K $2.49B
CORP
Pimco Investment Grade Corp Bd

ETFs
1.35K
+ 1.4%
$93.89 - $97.32 $126K - $131K
97.2K $9.41B
NXPI
Nxp Semiconductors N.V.

Technology
1.51K
+ 129.6%
$189.99 - $245.86 $286K - $370K
2.67K $507M
PM
Philip Morris International Inc.

Consumer Defensive
60
+ 0.91%
$117.15 - $158.79 $7.03K - $9.53K
6.69K $1.06B
CB
Chubb LTD

Financial Services
656
+ 27.17%
$257.71 - $301.99 $169K - $198K
3.07K $927M
MCD
Mcdonalds Corp

Consumer Cyclical
612
+ 28.61%
$279.74 - $321.29 $171K - $197K
2.75K $859M
MA
Mastercard Inc

Financial Services
376
+ 24.97%
$504.67 - $576.31 $190K - $217K
1.88K $1.03B
CDNS
Cadence Design Systems Inc

Technology
1.18K
+ 82.04%
$233.96 - $324.52 $277K - $384K
2.63K $668M
BSX
Boston Scientific Corp

Healthcare
1.8K
+ 40.34%
$89.38 - $106.18 $161K - $191K
6.27K $632M
CI
Cigna Corp

Healthcare
176
+ 5.37%
$274.49 - $329.0 $48.3K - $57.9K
3.46K $1.14B
LQD
Ishares Iboxx $ Investment Gra

ETFs
453
+ 0.5%
$105.1 - $109.61 $47.6K - $49.7K
91.6K $9.96B
VCIT
Vanguard Intermediate Term Cor

ETFs
368
+ 0.31%
$79.17 - $82.04 $29.1K - $30.2K
120K $9.78B
WRB
Berkley W R Corp

Financial Services
279
+ 2.06%
$56.7 - $71.27 $15.8K - $19.9K
13.8K $985M
GLD
Spdr Gold Trust

ETFs
56
+ 1.48%
$243.19 - $288.14 $13.6K - $16.1K
3.84K $1.11B
GILD
Gilead Sciences, Inc.

Healthcare
34
+ 0.38%
$89.14 - $117.41 $3.03K - $3.99K
8.96K $1B
GL
Globe Life Inc.

Financial Services
263
+ 4.38%
$111.2 - $131.72 $29.2K - $34.6K
6.27K $825M
C
Citigroup Inc

Financial Services
2.16K
+ 66.29%
$67.23 - $84.63 $145K - $183K
5.42K $385M
ABC
Amerisourcebergen Corp

Healthcare
36
+ 1.38%
N/A
2.65K $736M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.35K
+ 3.11%
$100.32 - $100.76 $135K - $136K
44.7K $4.49B
CMCSA
Comcast Corp

Communication Services
4.04K
+ 29.09%
$33.19 - $38.23 $134K - $154K
17.9K $661M
PEP
Pepsico Inc

Consumer Defensive
1.07K
+ 11.51%
$142.64 - $156.42 $152K - $167K
10.3K $1.55B
LKQ
Lkq Corp

Consumer Cyclical
2.21K
+ 27.73%
$36.24 - $44.05 $80K - $97.2K
10.2K $433M
ABBV
Abb Vie Inc.

Healthcare
91
+ 2.54%
$169.2 - $216.66 $15.4K - $19.7K
3.68K $770M
AXS
Axis Capital Holdings LTD

Financial Services
19
+ 0.19%
$85.54 - $100.24 $1.63K - $1.9K
9.89K $991M
CME
Cme Group Inc.

Financial Services
71
+ 2.45%
$225.82 - $266.54 $16K - $18.9K
2.97K $788M
VTV
Vanguard Value ETF

ETFs
555
+ 10.97%
$167.73 - $179.21 $93.1K - $99.5K
5.61K $970M
MPC
Marathon Petroleum Corp

Energy
463
+ 6.41%
$134.72 - $159.03 $62.4K - $73.6K
7.69K $1.12B
MS
Morgan Stanley

Financial Services
1.57K
+ 19.14%
$111.68 - $141.08 $175K - $221K
9.76K $1.14B
LPLA
Lpl Financial Holdings Inc.

Financial Services
320
+ 30.98%
$308.87 - $383.33 $98.8K - $123K
1.35K $442M
LLY
Eli Lilly & CO

Healthcare
63
+ 7.04%
$725.72 - $929.72 $45.7K - $58.6K
958 $792M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.05K
+ 12.28%
$22.25 - $23.0 $90.2K - $93.2K
37.1K $852M
HELE
Helen Of Troy LTD

Consumer Defensive
2.27K
+ 46.97%
$50.39 - $66.75 $114K - $151K
7.09K $379M
CHE
Chemed Corp

Healthcare
83
+ 18.12%
$521.84 - $615.32 $43.3K - $51.1K
541 $333M
WEX
Wex Inc.

Technology
723
+ 54.36%
$148.29 - $186.78 $107K - $135K
2.05K $322M
ELV
Elevance Health, Inc.

Healthcare
5
+ 0.41%
$365.9 - $436.25 $1.83K - $2.18K
1.24K $538M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
8.5K
+ 69.57%
$8.17 - $10.63 $69.4K - $90.3K
20.7K $191M
STE
Steris PLC

Healthcare
228
+ 16.76%
$202.46 - $232.74 $46.2K - $53.1K
1.59K $360M
Activity Summary
Buys All Purchases 230 New Holdings 42 Increased Positions 188 Sells All Sells 135 Reductions 135 Sold out 0 Options Calls 0 Puts 0
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