Net Worth Advisory Group Reduced Holdings in Q2 2025

Net Worth Advisory Group

  • $451 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-48.3K
- 51.7%
$91.43 - $91.74 $4.41M - $4.43M
45.1K $4.14B
UNH
Unitedhealth Group Inc

Healthcare
-2.11K
- 57.85%
$274.35 - $599.47 $578K - $1.26M
1.54K $479M
PEP
Pepsico Inc

Consumer Defensive
-5.35K
- 51.88%
$128.02 - $151.37 $685K - $810K
4.97K $656M
MRK
Merck & Co., Inc.

Healthcare
-8.49K
- 56.59%
$73.47 - $87.12 $624K - $740K
6.51K $516M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-979
- 57.32%
$483.07 - $625.6 $473K - $612K
729 $383M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-6.71K
- 15.02%
$100.04 - $100.54 $671K - $674K
37.9K $3.82B
SHV
Ishares Tr

ETFs
-5.96K
- 13.42%
$110.06 - $110.46 $656K - $658K
38.4K $4.24B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-989
- 1.2%
$97.29 - $105.63 $96.2K - $104K
81.7K $8.3B
VST
Vistra Corp.

Utilities
-3.34K
- 62.54%
$98.07 - $195.04 $328K - $652K
2K $388M
PCG
Pg&E Corp

Utilities
-8.25K
- 32.33%
$13.55 - $17.87 $112K - $147K
17.3K $241M
EIX
Edison International

Utilities
-1.91K
- 26.09%
$48.32 - $59.92 $92.3K - $114K
5.41K $279M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-520
- 38.43%
$283.31 - $388.96 $147K - $202K
833 $312M
TMUS
T Mobile Us, Inc.

Communication Services
-164
- 5.33%
$220.99 - $268.54 $36.2K - $44K
2.91K $694M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-100
- 2.54%
$212.1 - $244.27 $21.2K - $24.4K
3.84K $840M
APO
Apollo Global Management, Inc.

Financial Services
-956
- 27.48%
$108.68 - $145.07 $104K - $139K
2.52K $358M
LOW
Lowes Companies Inc

Consumer Cyclical
-97
- 1.19%
$210.83 - $235.28 $20.5K - $22.8K
8.06K $1.79B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.51K
- 1.19%
$82.21 - $83.12 $124K - $126K
126K $10.4B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-51
- 2.9%
$225.56 - $335.19 $11.5K - $17.1K
1.71K $406M
EQX
Equinox Gold Corp.

Basic Materials
-4.96K
- 16.95%
$5.68 - $7.31 $28.2K - $36.3K
24.3K $140M
CB
Chubb LTD

Financial Services
-73
- 2.38%
$274.32 - $302.46 $20K - $22.1K
3K $868M
ELV
Elevance Health, Inc.

Healthcare
-3
- 0.24%
$372.27 - $452.69 $1.12K - $1.36K
1.23K $480M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-180
- 4.55%
$100.44 - $129.37 $18.1K - $23.3K
3.78K $389M
EQIX
Equinix Inc

Real Estate
-26
- 3.94%
$740.07 - $914.43 $19.2K - $23.8K
634 $504M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-144
- 1.04%
$11.11 - $14.46 $1.6K - $2.08K
13.7K $171M
SNAP
Snap Inc

Communication Services
-2.47K
- 4.38%
$7.23 - $9.21 $17.9K - $22.7K
53.9K $468M
ENRFF
Enerflex Ltd.
-2.82K
- 12.07%
N/A
20.6K $162M
EBC
Eastern Bankshares, Inc.

Financial Services
-350
- 3.31%
$14.18 - $16.5 $4.96K - $5.78K
10.2K $156M
TTE
Total Energies Se

Energy
-17
- 0.36%
N/A
4.7K $289M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-519
- 2.21%
$12.23 - $15.46 $6.35K - $8.02K
23K $348M
VZ
Verizon Communications Inc

Communication Services
-102
- 2.01%
$41.67 - $45.62 $4.25K - $4.65K
4.99K $216M
WRB
Berkley W R Corp

Financial Services
-611
- 4.42%
$64.28 - $75.17 $39.3K - $45.9K
13.2K $972M
PVI
Invesco Vrdo Tax Free ETF

ETFs
-123
- 1.41%
$24.64 - $24.97 $3.03K - $3.07K
8.59K $213M
GFL
Gfl Environmental Inc.

Industrials
-600
- 4.55%
$42.93 - $51.58 $25.8K - $30.9K
12.6K $636M
UL
Unilever PLC

Consumer Defensive
-57
- 1.19%
$57.9 - $65.43 $3.3K - $3.73K
4.74K $290M
CRH.L
Crh PLC

Basic Materials
-39
- 1.4%
N/A
2.76K $253M
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
-14.7K
- 3.47%
$0.85 - $1.2 $12.5K - $17.7K
409K $479M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-10
- 0.43%
$162.65 - $188.71 $1.63K - $1.89K
2.33K $440M
AMD
Advanced Micro Devices Inc

Technology
-2.03K
- 26.61%
$78.21 - $143.81 $159K - $292K
5.6K $795M
BSX
Boston Scientific Corp

Healthcare
-263
- 4.2%
$89.7 - $107.41 $23.6K - $28.2K
6.01K $645M
IX
Orix Corp

Financial Services
-109
- 0.95%
$18.25 - $22.52 $1.99K - $2.45K
11.4K $257M
NGG
National Grid PLC

Utilities
-82
- 2.29%
$62.74 - $74.79 $5.14K - $6.13K
3.49K $260M
TDG
Trans Digm Group Inc

Industrials
-20
- 4.36%
$1231.75 - $1520.64 $24.6K - $30.4K
439 $668M
SPOT
Spotify Technology S.A.

Communication Services
-332
- 24.74%
$503.3 - $775.9 $167K - $258K
1.01K $775M
CSL
Carlisle Companies Inc

Industrials
-25
- 1.65%
$317.1 - $408.5 $7.93K - $10.2K
1.49K $557M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-474
- 4.19%
$45.98 - $56.15 $21.8K - $26.6K
10.8K $608M
BPOP
Popular, Inc.

Financial Services
-177
- 5.17%
$81.63 - $110.51 $14.4K - $19.6K
3.25K $358M
PINS
Pinterest, Inc.

Communication Services
-694
- 4.39%
$24.21 - $35.95 $16.8K - $24.9K
15.1K $541M
NXPI
Nxp Semiconductors N.V.

Technology
-81
- 3.04%
$153.5 - $218.72 $12.4K - $17.7K
2.59K $565M
ISRG
Intuitive Surgical Inc

Healthcare
-1
- 0.08%
$451.58 - $565.94 $452 - $566
1.26K $682M
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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