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
DK
Delek Us Holdings, Inc.

Energy
2.17K
+ 20.57%
$11.55 - $22.77 $25K - $49.3K
12.7K $269M
NVO
Novo Nordisk A S

Healthcare
1.61K
+ 27.77%
$58.08 - $81.05 $93.2K - $130K
7.39K $510M
MELI
Mercadolibre Inc

Consumer Cyclical
1
+ 0.63%
$1794.73 - $2613.63 $1.79K - $2.61K
160 $417M
TD
Toronto Dominion Bank

Financial Services
338
+ 5.64%
$55.71 - $73.45 $18.8K - $24.8K
6.33K $465M
MRVL
Marvell Technology, Inc.

Technology
180
+ 3.1%
$49.38 - $79.97 $8.89K - $14.4K
5.98K $463M
BSY
Bentley Systems Inc

Technology
226
+ 3.57%
$38.62 - $53.97 $8.73K - $12.2K
6.56K $354M
CME
Cme Group Inc.

Financial Services
265
+ 8.92%
$252.37 - $290.71 $66.9K - $77K
3.24K $892M
IDXX
Idexx Laboratories Inc

Healthcare
31
+ 4.19%
$361.04 - $536.34 $11.2K - $16.6K
770 $413M
MLM
Martin Marietta Materials Inc

Basic Materials
58
+ 5.84%
$452.51 - $568.19 $26.2K - $33K
1.05K $577M
ASTL
Algoma Steel Group Inc.

Basic Materials
11.2K
+ 75.69%
$4.33 - $6.89 $48.4K - $77.1K
26K $179M
HEIA
Heico Crp Cl A
60
+ 3.56%
N/A
1.75K $451M
EQT
Eqt Corp

Energy
283
+ 1.75%
$46.11 - $60.44 $13K - $17.1K
16.5K $960M
FCX
Freeport Mcmoran Inc

Basic Materials
191
+ 1.23%
$29.15 - $44.46 $5.57K - $8.49K
15.8K $683M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.85K
+ 1.71%
$107.93 - $110.97 $199K - $205K
110K $12.1B
ABC
Amerisourcebergen Corp

Healthcare
102
+ 3.86%
N/A
2.75K $824M
BSJR
Invesco Indx Tr

ETFs
3.67K
+ 26.04%
$21.81 - $22.71 $80K - $83.3K
17.8K $403M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
14
+ 1.07%
$299.15 - $396.54 $4.19K - $5.55K
1.32K $525M
CORP
Pimco Investment Grade Corp Bd

ETFs
344
+ 0.35%
$94.14 - $97.31 $32.4K - $33.5K
97.6K $9.49B
AEHR
Aehr Test Systems

Technology
690
+ 5.15%
$6.78 - $12.93 $4.68K - $8.92K
14.1K $182M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
3.35K
+ 23.1%
$22.66 - $23.41 $76K - $78.5K
17.9K $417M
KO
Coca Cola CO

Consumer Defensive
1.18K
+ 29.38%
$68.37 - $73.9 $80.9K - $87.4K
5.21K $369M
AME
Ametek Inc

Industrials
189
+ 3.81%
$151.41 - $182.75 $28.6K - $34.5K
5.15K $932M
ON
On Semiconductor Corp

Technology
197
+ 3.41%
$31.95 - $54.21 $6.29K - $10.7K
5.97K $313M
TRV
Travelers Companies, Inc.

Financial Services
218
+ 4.12%
$233.83 - $276.34 $51K - $60.2K
5.51K $1.47B
ADUS
Addus Home Care Corp

Healthcare
275
+ 10.44%
$96.32 - $118.0 $26.5K - $32.5K
2.91K $335M
Te Connectivity PLC
107
+ 5.2%
N/A
2.17K $365M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
3.08K
+ 21.52%
$20.93 - $22.05 $64.5K - $68K
17.4K $384M
CCK
Crown Holdings Inc

Consumer Cyclical
239
+ 6.71%
$78.47 - $104.45 $18.8K - $25K
3.8K $391M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
3.05K
+ 20.84%
$22.87 - $23.14 $69.7K - $70.5K
17.7K $408M
ZBRA
Zebra Technologies Corp

Technology
77
+ 4.31%
$213.54 - $309.26 $16.4K - $23.8K
1.87K $575M
IEX
Idex Corp

Industrials
479
+ 17.32%
$160.66 - $191.29 $77K - $91.6K
3.24K $570M
PSX
Phillips 66

Energy
730
+ 16.39%
$92.87 - $125.73 $67.8K - $91.8K
5.18K $618M
VET
Vermilion Energy Inc.

Energy
10.6K
+ 94.61%
$5.43 - $8.24 $57.5K - $87.3K
21.8K $159M
SE
Sea LTD

Consumer Cyclical
141
+ 9.13%
$105.57 - $170.4 $14.9K - $24K
1.69K $270M
ESNT
Essent Group Ltd.

Financial Services
757
+ 10.51%
$52.78 - $61.24 $40K - $46.4K
7.96K $484M
EMB
Ishares Tr

ETFs
570
+ 7.9%
$86.54 - $92.62 $49.3K - $52.8K
7.79K $721M
INGR
Ingredion Inc

Consumer Defensive
475
+ 10.66%
$123.22 - $140.95 $58.5K - $67K
4.93K $669M
BK
Bank Of New York Mellon Corp

Financial Services
303
+ 5.71%
$73.31 - $91.62 $22.2K - $27.8K
5.61K $511M
MA
Mastercard Inc

Financial Services
65
+ 3.45%
$479.92 - $590.74 $31.2K - $38.4K
1.95K $1.09B
XEL
Xcel Energy Inc

Utilities
1.1K
+ 23.17%
$65.65 - $72.39 $72.5K - $79.9K
5.87K $400M
GIL
Gildan Activewear Inc.

Consumer Cyclical
472
+ 6.18%
$37.68 - $50.22 $17.8K - $23.7K
8.11K $399M
AYI
Acuity Brands Inc

Industrials
76
+ 6.9%
$223.31 - $304.18 $17K - $23.1K
1.18K $351M
OXY
Occidental Petroleum Corp

Energy
3.54K
+ 29.41%
$36.11 - $49.33 $128K - $175K
15.6K $655M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
3.44K
+ 16.59%
$8.48 - $11.94 $29.1K - $41K
24.2K $250M
MGA
Magna International Inc

Consumer Cyclical
687
+ 9.83%
$30.82 - $38.61 $21.2K - $26.5K
7.68K $296M
PNR
Pentair PLC

Industrials
112
+ 3.61%
$76.17 - $103.58 $8.53K - $11.6K
3.21K $330M
CTAS
Cintas Corp

Industrials
132
+ 8.07%
$190.11 - $227.66 $25.1K - $30.1K
1.77K $394M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
133
+ 0.87%
$34.72 - $42.74 $4.62K - $5.68K
15.5K $662M
SAP
Sap Se

Technology
9
+ 0.61%
$237.53 - $309.8 $2.14K - $2.79K
1.48K $450M
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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