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
ASTL
Algoma Steel Group Inc.

Basic Materials
-237
- 1.58%
$5.42 - $9.7 $1.28K - $2.3K
14.8K $80.1M
DHR
Danaher Corp

Healthcare
-3
- 0.12%
$201.62 - $250.59 $605 - $752
2.6K $533M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-2.31K
- 44.31%
$80.53 - $147.57 $186K - $341K
2.9K $384M
ENRFF
Enerflex Ltd.
-266
- 1.13%
N/A
23.4K $181M
CSCO
Cisco Systems, Inc.

Technology
-2.35K
- 6.5%
$58.74 - $64.87 $138K - $153K
33.8K $2.09B
IT
Gartner Inc

Technology
-12
- 1.75%
$418.25 - $548.38 $5.02K - $6.58K
674 $283M
MTZ
Mastec Inc

Industrials
-117
- 6.38%
$108.66 - $160.79 $12.7K - $18.8K
1.72K $200M
UBS
Ubs Group Ag

Financial Services
-1.84K
- 6.91%
$30.28 - $35.78 $55.8K - $65.9K
24.8K $760M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.65K
- 9.72%
$37.07 - $40.63 $61.3K - $67.2K
15.4K $604M
KEY
Keycorp

Financial Services
-1.75K
- 10.08%
$15.15 - $18.3 $26.5K - $32K
15.6K $249M
BAC
Bank Of America Corp

Financial Services
-469
- 4.51%
$39.61 - $47.74 $18.6K - $22.4K
9.94K $415M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.32K
- 9.27%
$42.5 - $46.71 $55.9K - $61.5K
12.9K $583M
CADE
Cadence Bank

Financial Services
-104
- 1.11%
$29.1 - $35.93 $3.03K - $3.74K
9.25K $281M
IEMG
Ishares Inc

ETFs
-1.16K
- 9.27%
N/A
11.3K $612M
EXPO
Exponent Inc

Industrials
-132
- 3.75%
$78.9 - $93.95 $10.4K - $12.4K
3.39K $275M
SSNC
Ss&C Technologies Holdings Inc

Technology
-821
- 18.26%
$74.75 - $89.13 $61.4K - $73.2K
3.67K $307M
PH
Parker Hannifin Corp

Industrials
-1
- 0.09%
$591.65 - $707.05 $592 - $707
1.11K $676M
ASML
Asml Holding Nv

Technology
-11
- 1.38%
$662.63 - $776.99 $7.29K - $8.55K
786 $521M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-678
- 3.71%
$95.85 - $99.25 $65K - $67.3K
17.6K $1.74B
TM
Toyota Motor Corp

Consumer Cyclical
-48
- 4.02%
$176.53 - $195.35 $8.47K - $9.38K
1.15K $202M
MEC
Mayville Engineering Company, Inc.

Industrials
-175
- 1.62%
$13.43 - $16.37 $2.35K - $2.86K
10.6K $143M
RNR
Renaissancere Holdings LTD

Financial Services
-6
- 0.23%
$226.55 - $263.22 $1.36K - $1.58K
2.64K $634M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-2.95K
- 9.27%
N/A
28.9K $628M
GOGO
Gogo Inc.

Communication Services
-4.16K
- 16.11%
$6.47 - $8.96 $26.9K - $37.3K
21.7K $187M
UFPI
Ufp Industries Inc

Basic Materials
-20
- 0.59%
$103.91 - $118.67 $2.08K - $2.37K
3.35K $359M
INGR
Ingredion Inc

Consumer Defensive
-54
- 1.2%
$125.6 - $137.36 $6.78K - $7.42K
4.46K $603M
SNA
Snap On Inc

Industrials
-38
- 1.91%
$324.09 - $358.62 $12.3K - $13.6K
1.95K $656M
MCO
Moodys Corp

Financial Services
-25
- 3.94%
$437.8 - $527.48 $10.9K - $13.2K
609 $284M
PHG
Koninklijke Philips Nv

Healthcare
-649
- 5.65%
$24.92 - $28.61 $16.2K - $18.6K
10.8K $275M
VET
Vermilion Energy Inc.

Energy
-21
- 0.19%
$7.33 - $10.29 $154 - $216
11.2K $90.7M
MMM
3 M CO

Industrials
-346
- 16.8%
$129.7 - $155.12 $44.9K - $53.7K
1.71K $252M
MERC
Mercer International Inc.

Basic Materials
-137
- 0.9%
$5.99 - $8.16 $821 - $1.12K
15K $92.3M
VRSK
Verisk Analytics, Inc.

Industrials
-106
- 9.18%
$268.63 - $301.33 $28.5K - $31.9K
1.05K $312M
SPGI
S&P Global Inc.

Financial Services
-22
- 3.83%
$478.26 - $543.77 $10.5K - $12K
552 $281M
CTAS
Cintas Corp

Industrials
-205
- 11.14%
$182.09 - $208.14 $37.3K - $42.7K
1.64K $336M
ETR
Entergy Corp

Utilities
-306
- 11.23%
$75.26 - $87.89 $23K - $26.9K
2.42K $207M
UL
Unilever PLC

Consumer Defensive
-226
- 4.5%
$54.72 - $60.29 $12.4K - $13.6K
4.79K $285M
BCPC
Balchem Corp

Basic Materials
-16
- 0.92%
$154.22 - $176.16 $2.47K - $2.82K
1.73K $287M
MTRX
Matrix Service CO

Industrials
-165
- 1.58%
$11.72 - $15.37 $1.93K - $2.54K
10.3K $128M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-1.23K
- 4.95%
$14.13 - $16.72 $17.3K - $20.5K
23.5K $364M
EEFT
Euronet Worldwide, Inc.

Technology
-35
- 1.5%
$94.42 - $110.06 $3.3K - $3.85K
2.31K $246M
RIO
Rio Tinto PLC

Basic Materials
-89
- 0.87%
$58.19 - $64.29 $5.18K - $5.72K
10.1K $609M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-51
- 2.86%
$160.89 - $187.27 $8.21K - $9.55K
1.73K $300M
NRG
Nrg Energy, Inc.

Utilities
-31
- 1.31%
$84.82 - $113.33 $2.63K - $3.51K
2.34K $224M
SU
Suncor Energy Inc

Energy
-319
- 4.24%
$34.27 - $40.63 $10.9K - $13K
7.21K $279M
HNRG
Hallador Energy CO

Energy
-250
- 1.52%
$8.6 - $13.39 $2.15K - $3.35K
16.2K $199M
SKY
Skyline Champion Corp

Consumer Cyclical
-67
- 2.31%
$85.72 - $108.14 $5.74K - $7.25K
2.84K $269M
EFG
Msci Eafe Growth ETF

ETFs
-52
- 0.88%
$96.1 - $106.37 $5K - $5.53K
5.84K $584M
NGG
National Grid PLC

Utilities
-137
- 3.69%
$56.13 - $65.61 $7.69K - $8.99K
3.58K $235M
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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