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
TD
Toronto Dominion Bank

Financial Services
725
+ 13.76%
$53.12 - $61.15 $38.5K - $44.3K
5.99K $359M
MDT
Medtronic PLC

Healthcare
31
+ 0.42%
$79.84 - $94.5 $2.48K - $2.93K
7.5K $674M
UNH
Unitedhealth Group Inc

Healthcare
21
+ 0.58%
$461.52 - $548.18 $9.69K - $11.5K
3.64K $1.91B
NDSN
Nordson Corp

Industrials
388
+ 39.03%
$200.12 - $224.07 $77.6K - $86.9K
1.38K $279M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
3.31K
+ 27.47%
$20.05 - $20.4 $66.4K - $67.6K
15.4K $313M
ALL
Allstate Corp

Financial Services
23
+ 0.52%
$180.99 - $210.18 $4.16K - $4.83K
4.44K $919M
FNF
Fidelity National Financial, Inc.

Financial Services
129
+ 2.17%
$54.25 - $65.27 $7K - $8.42K
6.08K $396M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
2.81K
+ 24.39%
$21.66 - $22.08 $60.8K - $62K
14.3K $310M
IQV
Iqvia Holdings Inc.

Healthcare
461
+ 42.25%
$176.3 - $209.96 $81.3K - $96.8K
1.55K $274M
DOX
Amdocs LTD

Technology
404
+ 13.32%
$82.21 - $92.02 $33.2K - $37.2K
3.44K $314M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
565
+ 18.88%
$117.4 - $131.02 $66.3K - $74K
3.56K $426M
CNO
Cno Financial Group, Inc.

Financial Services
175
+ 1.77%
$35.99 - $42.34 $6.3K - $7.41K
10.1K $419M
YUM
Yum Brands Inc

Consumer Cyclical
34
+ 1.74%
$123.25 - $162.53 $4.19K - $5.53K
1.98K $312M
HIG
Hartford Financial Services Group, Inc.

Financial Services
58
+ 1.93%
$106.31 - $123.73 $6.17K - $7.18K
3.06K $379M
TFX
Teleflex Inc

Healthcare
684
+ 58.71%
$130.79 - $183.66 $89.5K - $126K
1.85K $256M
PSX
Phillips 66

Energy
27
+ 0.61%
$113.93 - $131.55 $3.08K - $3.55K
4.45K $550M
BK
Bank Of New York Mellon Corp

Financial Services
89
+ 1.7%
$75.42 - $88.95 $6.71K - $7.92K
5.31K $445M
RS
Reliance Steel & Aluminum CO

Basic Materials
6
+ 0.28%
$266.61 - $302.66 $1.6K - $1.82K
2.18K $630M
KO
Coca Cola CO

Consumer Defensive
104
+ 2.65%
$60.81 - $72.32 $6.32K - $7.52K
4.03K $288M
MPWR
Monolithic Power Systems Inc

Technology
87
+ 15.4%
$565.7 - $720.25 $49.2K - $62.7K
652 $378M
VOE
Vanguard Mid Cap Value Index F

ETFs
285
+ 10.14%
$156.61 - $168.02 $44.6K - $47.9K
3.1K $497M
HEIA
Heico Crp Cl A
1
+ 0.06%
N/A
1.69K $355M
GOOGL
Alphabet Inc.

Communication Services
1.29K
+ 28.21%
$154.33 - $206.19 $199K - $266K
5.87K $907M
LNT
Alliant Energy Corp

Utilities
125
+ 2.05%
$56.66 - $66.04 $7.08K - $8.26K
6.22K $400M
JBHT
Hunt J B Transport Services Inc

Industrials
468
+ 35.89%
$146.12 - $186.55 $68.4K - $87.3K
1.77K $262M
EOG
Eog Resources Inc

Energy
36
+ 0.59%
$120.54 - $138.05 $4.34K - $4.97K
6.11K $784M
POOL
Pool Corp

Industrials
171
+ 24.26%
$314.92 - $364.31 $53.9K - $62.3K
876 $279M
COP
Conocophillips

Energy
26
+ 0.44%
$88.6 - $105.85 $2.3K - $2.75K
5.94K $624M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.69K
+ 11.79%
$19.43 - $19.62 $32.8K - $33.2K
16K $314M
MIDD
Middleby Corp

Industrials
34
+ 1.99%
$133.93 - $172.89 $4.55K - $5.88K
1.74K $264M
WST
West Pharmaceutical Services Inc

Healthcare
1K
+ 54.33%
$199.11 - $347.87 $200K - $349K
2.85K $639M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
534
+ 43.59%
$283.06 - $421.16 $151K - $225K
1.76K $498M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.46K
+ 10.01%
$19.42 - $19.54 $28.3K - $28.5K
16K $312M
INTU
Intuit Inc

Technology
119
+ 3.89%
$555.63 - $630.23 $66.1K - $75K
3.18K $1.95B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.37K
+ 10.0%
$20.64 - $20.73 $28.3K - $28.4K
15.1K $312M
BSJR
Invesco Indx Tr

ETFs
1.27K
+ 9.93%
$22.4 - $22.69 $28.5K - $28.9K
14.1K $316M
CCK
Crown Holdings Inc

Consumer Cyclical
49
+ 1.4%
$78.77 - $91.74 $3.86K - $4.5K
3.56K $318M
BNDX
Vanguard Total International B

ETFs
1.74K
+ 0.69%
$48.33 - $49.5 $84.2K - $86.3K
255K $12.5B
WY
Weyerhaeuser CO

Real Estate
181
+ 0.98%
$27.29 - $31.39 $4.94K - $5.68K
18.7K $548M
IWF
Ishares Russell 1000 Gr ETF

ETFs
188
+ 18.11%
$360.07 - $417.26 $67.7K - $78.4K
1.23K $443M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
773
+ 2.85%
$19.7 - $20.61 $15.2K - $15.9K
27.9K $562M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
536
+ 3.4%
$22.98 - $24.13 $12.3K - $12.9K
16.3K $388M
HYG
Ishares Tr

ETFs
99
+ 0.14%
$78.51 - $80.11 $7.77K - $7.93K
69.2K $5.46B
ESNT
Essent Group Ltd.

Financial Services
8
+ 0.11%
$53.6 - $59.25 $429 - $474
7.21K $416M
ELD
Wisdomtree Emerging Local Debt

ETFs
249
+ 2.1%
$25.27 - $26.81 $6.29K - $6.68K
12.1K $324M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
192
+ 1.41%
$12.61 - $14.92 $2.42K - $2.86K
13.8K $199M
ON
On Semiconductor Corp

Technology
2.41K
+ 71.68%
$40.69 - $64.51 $98K - $155K
5.77K $235M
XEL
Xcel Energy Inc

Utilities
102
+ 2.19%
$63.37 - $72.1 $6.46K - $7.35K
4.76K $337M
DLB
Dolby Laboratories, Inc.

Industrials
178
+ 5.22%
$76.37 - $87.32 $13.6K - $15.5K
3.59K $288M
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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