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
EMB
Ishares Tr

ETFs
114
+ 1.6%
$88.64 - $92.03 $10.1K - $10.5K
7.22K $654M
IGOV
Ishares 1 3 International Trea

ETFs
285
+ 3.18%
$37.39 - $39.79 $10.7K - $11.3K
9.24K $364M
PG
Procter & Gamble CO

Consumer Defensive
43
+ 1.02%
$158.56 - $176.26 $6.82K - $7.58K
4.27K $727M
AZTA
Azenta, Inc.

Healthcare
2.4K
+ 56.44%
$34.61 - $54.75 $83K - $131K
6.64K $230M
IVE
Ishares S&P 500 Value ETF

ETFs
101
+ 1.93%
$185.78 - $198.58 $18.8K - $20.1K
5.34K $1.02B
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
713
+ 5.13%
$23.03 - $23.17 $16.4K - $16.5K
14.6K $337M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
743
+ 5.4%
$23.19 - $23.5 $17.2K - $17.5K
14.5K $337M
QCOM
Qualcomm Inc

Technology
105
+ 2.4%
$151.94 - $175.86 $16K - $18.5K
4.49K $689M
ATEC
Alphatec Holdings, Inc.

Healthcare
237
+ 1.83%
$9.06 - $12.53 $2.15K - $2.97K
13.2K $134M
IJK
Ishares S&P Midcap 400 Growth

ETFs
618
+ 12.82%
$81.62 - $96.63 $50.4K - $59.7K
5.44K $453M
AFG
American Financial Group Inc

Financial Services
201
+ 8.42%
$119.82 - $138.45 $24.1K - $27.8K
2.59K $340M
Cooper Cos Inc
908
+ 10.63%
N/A
9.45K $797M
VOT
Vanguard Mid Cap Growth Index

ETFs
121
+ 6.25%
$237.72 - $276.98 $28.8K - $33.5K
2.06K $503M
Lam Research Corp
86
+ 1.36%
N/A
6.42K $467M
BDX
Becton Dickinson & CO

Healthcare
14
+ 0.56%
$222.79 - $249.08 $3.12K - $3.49K
2.53K $579M
VOOV
Vanguard S&P 500 Value ETF

ETFs
47
+ 2.05%
$179.71 - $192.06 $8.45K - $9.03K
2.34K $431M
PEG
Public Service Enterprise Group Inc

Utilities
148
+ 5.56%
$78.2 - $90.39 $11.6K - $13.4K
2.81K $231M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
422
+ 22.57%
$135.34 - $188.66 $57.1K - $79.6K
2.29K $322M
LYV
Live Nation Entertainment, Inc.

Communication Services
14
+ 0.72%
$115.79 - $154.66 $1.62K - $2.17K
1.97K $257M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
47
+ 0.71%
$47.33 - $47.92 $2.22K - $2.25K
6.66K $317M
OXY
Occidental Petroleum Corp

Energy
81
+ 0.68%
$45.45 - $52.7 $3.68K - $4.27K
12K $594M
AES
Aes Corp

Utilities
776
+ 4.76%
$9.93 - $13.23 $7.71K - $10.3K
17.1K $212M
PVI
Invesco Vrdo Tax Free ETF

ETFs
43
+ 0.5%
$24.73 - $24.89 $1.06K - $1.07K
8.71K $216M
BPOP
Popular, Inc.

Financial Services
80
+ 2.39%
$87.14 - $106.33 $6.97K - $8.51K
3.42K $316M
VBR
Vanguard Small Cap Value ETF

ETFs
87
+ 7.07%
$183.02 - $207.75 $15.9K - $18.1K
1.32K $246M
CSTM
Constellium Se

Basic Materials
380
+ 2.95%
$9.07 - $12.27 $3.45K - $4.66K
13.3K $134M
MGA
Magna International Inc

Consumer Cyclical
1.32K
+ 23.32%
$33.99 - $41.85 $44.9K - $55.3K
6.99K $238M
Te Connectivity PLC
24
+ 1.18%
N/A
2.06K $291M
MSCI
Msci Inc.

Financial Services
39
+ 6.18%
$541.46 - $628.34 $21.1K - $24.5K
670 $379M
AIZ
Assurant, Inc.

Financial Services
23
+ 1.5%
$198.92 - $218.67 $4.58K - $5.03K
1.56K $328M
FCX
Freeport Mcmoran Inc

Basic Materials
55
+ 0.35%
$34.5 - $43.01 $1.9K - $2.37K
15.6K $590M
ENS
Ener Sys

Industrials
10
+ 0.36%
$89.62 - $103.2 $896 - $1.03K
2.81K $257M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
95
+ 4.33%
$92.51 - $102.81 $8.79K - $9.77K
2.29K $212M
MRK
Merck & Co., Inc.

Healthcare
1.44K
+ 10.62%
$83.01 - $101.02 $120K - $146K
15K $1.35B
MUB
Ishares National Muni Bond ETF

ETFs
7
+ 0.21%
$104.71 - $107.69 $733 - $754
3.31K $349M
FANG
Diamondback Energy, Inc.

Energy
59
+ 1.61%
$139.9 - $180.18 $8.25K - $10.6K
3.73K $597M
SSL
Sasol LTD

Basic Materials
362
+ 1.79%
$4.07 - $5.4 $1.47K - $1.95K
20.6K $87M
PKI
Perkinelmer Inc

Healthcare
104
+ 3.71%
N/A
2.91K $308M
VICR
Vicor Corp

Technology
13
+ 0.29%
$46.78 - $64.71 $608 - $841
4.52K $212M
ROST
Ross Stores, Inc.

Consumer Cyclical
314
+ 15.83%
$123.3 - $154.95 $38.7K - $48.7K
2.3K $294M
VOYA
Voya Financial, Inc.

Financial Services
26
+ 0.28%
$65.1 - $75.67 $1.69K - $1.97K
9.22K $625M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
79
+ 4.72%
$121.0 - $142.28 $9.56K - $11.2K
1.75K $218M
VUG
Vanguard Growth ETF

ETFs
175
+ 9.4%
$369.1 - $427.61 $64.6K - $74.8K
2.04K $755M
TXT
Textron Inc

Industrials
46
+ 1.46%
$70.19 - $81.2 $3.23K - $3.74K
3.19K $231M
LAMR
Lamar Advertising CO

Real Estate
67
+ 2.76%
$110.65 - $132.9 $7.41K - $8.9K
2.5K $284M
SEM
Select Medical Holdings Corp

Healthcare
846
+ 6.41%
$16.56 - $20.38 $14K - $17.2K
14K $235M
GIL
Gildan Activewear Inc.

Consumer Cyclical
111
+ 1.48%
$44.19 - $55.09 $4.91K - $6.11K
7.63K $338M
AME
Ametek Inc

Industrials
129
+ 2.67%
$170.39 - $190.43 $22K - $24.6K
4.96K $854M
TXN
Texas Instruments Inc

Technology
47
+ 1.41%
N/A
3.38K $607M
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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