Net Worth Advisory Group Incresed Positions in Q2 2025

Net Worth Advisory Group

  • $451 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
21.3K
+ 138.6%
$20.16 - $20.49 $430K - $437K
36.7K $752M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
21.5K
+ 133.84%
$19.44 - $19.56 $417K - $420K
37.5K $732M
ABBV
Abb Vie Inc.

Healthcare
2.43K
+ 66.21%
$170.16 - $206.27 $414K - $502K
6.11K $1.13B
QCOM
Qualcomm Inc

Technology
2.07K
+ 46.24%
$124.66 - $159.48 $259K - $331K
6.56K $1.04B
GS
Goldman Sachs Group Inc

Financial Services
68
+ 3.58%
$462.22 - $707.75 $31.4K - $48.1K
1.97K $1.39B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
17.8K
+ 110.87%
$19.49 - $19.66 $346K - $349K
33.8K $664M
CSCO
Cisco Systems, Inc.

Technology
1.23K
+ 3.63%
$53.19 - $69.38 $65.4K - $85.3K
35.1K $2.43B
KLAC
Kla Corp

Technology
138
+ 14.7%
$576.53 - $902.94 $79.6K - $125K
1.08K $964M
ADBE
Adobe Inc.

Technology
809
+ 21.69%
$340.0 - $420.68 $275K - $340K
4.54K $1.76B
WFC
Wells Fargo & Company

Financial Services
2.33K
+ 15.77%
$60.98 - $80.12 $142K - $186K
17.1K $1.37B
BAC
Bank Of America Corp

Financial Services
4.66K
+ 46.89%
$34.39 - $47.46 $160K - $221K
14.6K $691M
IEF
Ishares Barclays

ETFs
2.42K
+ 2.24%
$93.15 - $96.56 $225K - $233K
110K $10.6B
SU
Suncor Energy Inc

Energy
7.42K
+ 102.98%
$31.54 - $41.04 $234K - $305K
14.6K $548M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
13K
+ 86.13%
$20.66 - $20.74 $268K - $269K
28.1K $580M
MS
Morgan Stanley

Financial Services
214
+ 2.19%
$99.83 - $140.86 $21.4K - $30.1K
9.97K $1.4B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.39K
+ 45.99%
$48.13 - $49.85 $260K - $269K
17.1K $839M
CI
Cigna Corp

Healthcare
754
+ 21.82%
$301.89 - $340.04 $228K - $256K
4.21K $1.39B
JNJ
Johnson & Johnson

Healthcare
2.61K
+ 23.34%
$146.36 - $159.82 $383K - $418K
13.8K $2.11B
AER
Aer Cap Holdings N.V.

Industrials
847
+ 8.44%
$88.97 - $117.24 $75.4K - $99.3K
10.9K $1.27B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.63K
+ 90.49%
$99.37 - $134.05 $261K - $352K
5.53K $627M
ARW
Arrow Electronics Inc

Technology
661
+ 9.83%
$90.32 - $128.28 $59.7K - $84.8K
7.39K $941M
LDOS
Leidos Holdings, Inc.

Technology
591
+ 9.11%
$132.9 - $160.3 $78.5K - $94.7K
7.08K $1.12B
Lam Research Corp
770
+ 12.0%
N/A
7.19K $700M
MUB
Ishares National Muni Bond ETF

ETFs
2.14K
+ 64.64%
$102.31 - $105.8 $219K - $226K
5.45K $569M
PCAR
Paccar Inc

Industrials
2.68K
+ 16.59%
$86.4 - $99.09 $232K - $266K
18.8K $1.79B
NVT
N Vent Electric PLC

Industrials
108
+ 1.19%
$45.2 - $73.35 $4.88K - $7.92K
9.21K $675M
ETN
Eaton Corp PLC

Industrials
22
+ 1.02%
$246.52 - $356.99 $5.42K - $7.85K
2.19K $780M
PM
Philip Morris International Inc.

Consumer Defensive
177
+ 2.65%
$149.23 - $184.95 $26.4K - $32.7K
6.86K $1.25B
WST
West Pharmaceutical Services Inc

Healthcare
922
+ 32.33%
$190.39 - $227.7 $176K - $210K
3.77K $826M
IWF
Ishares Russell 1000 Gr ETF

ETFs
228
+ 18.6%
$320.42 - $424.58 $73.1K - $96.8K
1.45K $617M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.36K
+ 18.36%
$39.89 - $49.46 $94.3K - $117K
15.2K $754M
SLV
I Shares Silver Trust

ETFs
4.61K
+ 61.28%
$27.08 - $33.74 $125K - $156K
12.1K $398M
DGX
Quest Diagnostics Inc

Healthcare
512
+ 7.89%
N/A
7.01K $1.26B
ASML
Asml Holding Nv

Technology
55
+ 7.0%
$595.37 - $815.24 $32.7K - $44.8K
841 $674M
EMR
Emerson Electric CO

Industrials
75
+ 1.29%
$94.15 - $133.33 $7.06K - $10K
5.88K $785M
HYG
Ishares Tr

ETFs
258
+ 0.37%
$75.75 - $80.65 $19.5K - $20.8K
69.5K $5.6B
PG
Procter & Gamble CO

Consumer Defensive
1.12K
+ 26.22%
$157.66 - $172.39 $176K - $193K
5.39K $858M
FLEX
Flex Ltd.

Technology
242
+ 3.43%
$26.68 - $50.09 $6.46K - $12.1K
7.29K $364M
EVR
Evercore Inc.

Financial Services
149
+ 11.86%
$163.77 - $271.5 $24.4K - $40.5K
1.41K $379M
RJF
Raymond James Financial Inc

Financial Services
425
+ 9.79%
$123.65 - $153.88 $52.6K - $65.4K
4.76K $731M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
299
+ 13.05%
$96.11 - $173.53 $28.7K - $51.9K
2.59K $450M
IEMG
Ishares Inc

ETFs
978
+ 8.62%
N/A
12.3K $740M
ADI
Analog Devices Inc

Technology
43
+ 1.35%
$164.6 - $238.02 $7.08K - $10.2K
3.22K $767M
RS
Reliance Steel & Aluminum CO

Basic Materials
204
+ 9.35%
$262.08 - $316.81 $53.5K - $64.6K
2.39K $749M
UBS
Ubs Group Ag

Financial Services
1.14K
+ 4.59%
$26.12 - $33.82 $29.8K - $38.6K
26K $878M
T
At&T Inc.

Communication Services
3.87K
+ 44.09%
$26.33 - $28.94 $102K - $112K
12.6K $366M
CCL
Carnival Corp

Consumer Cyclical
923
+ 8.77%
$16.43 - $28.12 $15.2K - $26K
11.5K $322M
NVS
Novartis Ag

Healthcare
431
+ 6.55%
$101.96 - $121.01 $43.9K - $52.2K
7.01K $849M
PH
Parker Hannifin Corp

Industrials
17
+ 1.53%
$517.23 - $700.54 $8.79K - $11.9K
1.13K $789M
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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