Net Worth Advisory Group Reduced Holdings in Q1 2025

Net Worth Advisory Group

  • $318 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-4.45K
- 68.65%
$551.42 - $612.93 $2.45M - $2.73M
2.03K $1.14B
VTI
Vanguard Total Stock Market Et

ETFs
-6.21K
- 72.16%
$271.18 - $303.12 $1.69M - $1.88M
2.4K $659M
SHV
Ishares Tr

ETFs
-10.8K
- 19.56%
$110.11 - $110.51 $1.19M - $1.19M
44.4K $4.9B
NVDA
Nvidia Corp

Technology
-2.25K
- 6.53%
$106.98 - $149.43 $241K - $336K
32.2K $3.49B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.06K
- 52.44%
$468.34 - $539.52 $965K - $1.11M
1.87K $876M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-2.11K
- 49.16%
$408.78 - $448.82 $861K - $946K
2.18K $915M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-5.09K
- 49.01%
$169.43 - $182.84 $862K - $930K
5.29K $917M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-10K
- 29.02%
$71.17 - $73.66 $713K - $738K
24.5K $1.8B
VV
Vanguard Large Cap ETF

ETFs
-2.27K
- 52.88%
$253.32 - $282.66 $575K - $642K
2.02K $520M
TJX
Tjx Companies Inc

Consumer Cyclical
-3.93K
- 68.5%
$112.81 - $126.16 $443K - $495K
1.81K $220M
TPL
Texas Pacific Land Corp

Energy
-303
- 57.82%
$1180.08 - $1431.01 $358K - $434K
221 $293M
NOW
Service Now, Inc.

Technology
-57
- 6.83%
$783.83 - $1170.39 $44.7K - $66.7K
777 $619M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-416
- 7.21%
$165.25 - $224.62 $68.7K - $93.4K
5.35K $889M
META
Meta Platforms, Inc.

Communication Services
-337
- 6.91%
$576.36 - $736.67 $194K - $248K
4.54K $2.62B
NFLX
Netflix Inc

Communication Services
-294
- 27.61%
$828.4 - $1058.6 $244K - $311K
771 $719M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.31K
- 26.88%
$49.25 - $50.66 $212K - $218K
11.7K $582M
CRH.L
Crh PLC

Basic Materials
-2.21K
- 44.2%
N/A
2.79K $246M
WFC
Wells Fargo & Company

Financial Services
-3.41K
- 18.77%
$66.78 - $81.42 $228K - $278K
14.8K $1.06B
HBAN
Huntington Bancshares Inc

Financial Services
-12.4K
- 54.81%
$14.28 - $17.39 $178K - $216K
10.3K $154M
ISRG
Intuitive Surgical Inc

Healthcare
-331
- 20.84%
$476.63 - $610.45 $158K - $202K
1.26K $623M
GDDY
Go Daddy Inc.

Technology
-793
- 32.62%
$172.13 - $214.35 $136K - $170K
1.64K $295M
VST
Vistra Corp.

Utilities
-501
- 8.57%
$108.49 - $191.89 $54.4K - $96.1K
5.34K $627M
AMP
Ameriprise Financial Inc

Financial Services
-60
- 2.07%
$472.29 - $575.13 $28.3K - $34.5K
2.84K $1.37B
AR
Antero Resources Corp

Energy
-6.36K
- 38.29%
$33.64 - $41.42 $214K - $263K
10.2K $414M
NVT
N Vent Electric PLC

Industrials
-8
- 0.09%
$52.42 - $75.4 $419 - $603
9.11K $477M
FLEX
Flex Ltd.

Technology
-2.63K
- 27.16%
$32.92 - $44.46 $86.5K - $117K
7.05K $233M
CRCT
Cricut, Inc.

Technology
-20.8K
- 50.49%
$5.13 - $6.01 $107K - $125K
20.4K $105M
NNN
National Retail Properties, Inc.

Real Estate
-3.29K
- 32.4%
$38.0 - $43.19 $125K - $142K
6.86K $293M
APO
Apollo Global Management, Inc.

Financial Services
-122
- 3.39%
$126.01 - $172.06 $15.4K - $21K
3.48K $476M
FICO
Fair Isaac Corp

Technology
-45
- 21.03%
$1695.35 - $2030.47 $76.3K - $91.4K
169 $312M
EVR
Evercore Inc.

Financial Services
-33
- 2.56%
$190.28 - $291.27 $6.28K - $9.61K
1.26K $251M
IDXX
Idexx Laboratories Inc

Healthcare
-263
- 26.25%
$406.29 - $469.04 $107K - $123K
739 $310M
FDX
Fedex Corp

Industrials
-5
- 0.19%
$230.33 - $281.53 $1.15K - $1.41K
2.67K $651M
TMUS
T Mobile Us, Inc.

Communication Services
-1.1K
- 26.33%
$211.3 - $272.83 $232K - $300K
3.08K $821M
NVO
Novo Nordisk A S

Healthcare
-31
- 0.53%
$69.3 - $90.95 $2.15K - $2.82K
5.78K $401M
COST
Costco Wholesale Corp

Consumer Defensive
-133
- 13.46%
$890.62 - $1076.86 $118K - $143K
855 $809M
VTR
Ventas, Inc.

Real Estate
-2.66K
- 30.07%
$56.9 - $70.47 $151K - $187K
6.18K $425M
LII
Lennox International Inc

Industrials
-110
- 15.92%
$553.05 - $666.93 $60.8K - $73.4K
581 $326M
CSX
Csx Corp

Industrials
-74
- 0.23%
$29.11 - $33.67 $2.15K - $2.49K
31.9K $940M
WELL
Welltower Inc.

Real Estate
-1.35K
- 31.86%
$124.05 - $156.86 $168K - $212K
2.89K $443M
PNR
Pentair PLC

Industrials
-487
- 13.57%
$84.0 - $105.35 $40.9K - $51.3K
3.1K $271M
RJF
Raymond James Financial Inc

Financial Services
-104
- 2.34%
$137.62 - $172.64 $14.3K - $18K
4.34K $603M
HLI
Houlihan Lokey, Inc.

Financial Services
-384
- 18.54%
$154.43 - $187.4 $59.3K - $72K
1.69K $272M
TYL
Tyler Technologies Inc

Technology
-150
- 23.29%
$553.41 - $646.74 $83K - $97K
494 $287M
EQT
Eqt Corp

Energy
-4.34K
- 21.16%
$46.16 - $54.25 $200K - $235K
16.2K $864M
ADUS
Addus Home Care Corp

Healthcare
-51
- 1.9%
$89.83 - $135.92 $4.58K - $6.93K
2.64K $261M
XOM
Exxon Mobil Corp

Energy
-1.53K
- 16.29%
$105.44 - $118.93 $161K - $182K
7.86K $934M
UPS
United Parcel Service Inc

Industrials
-18
- 0.41%
$109.66 - $136.26 $1.97K - $2.45K
4.43K $487M
GIB
Cgi Inc

Technology
-318
- 7.9%
$98.12 - $122.43 $31.2K - $38.9K
3.71K $370M
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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