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
RELX
Relx PLC

Communication Services
-236
- 4.29%
$45.34 - $51.91 $10.7K - $12.3K
5.27K $266M
JPM
Jpmorgan Chase & CO

Financial Services
-167
- 1.64%
$225.19 - $279.95 $37.6K - $46.8K
10K $2.46B
SAP
Sap Se

Technology
-62
- 4.04%
$241.4 - $293.69 $15K - $18.2K
1.47K $395M
AON
Aon PLC

Financial Services
-32
- 4.22%
$348.44 - $409.32 $11.2K - $13.1K
727 $290M
EGO
Eldorado Gold Corp

Basic Materials
-182
- 1.66%
$13.41 - $16.82 $2.44K - $3.06K
10.8K $181M
UNP
Union Pacific Corp

Industrials
-8
- 0.3%
$225.21 - $254.42 $1.8K - $2.04K
2.68K $634M
SNY
Sanofi

Healthcare
-273
- 5.53%
$48.15 - $59.42 $13.1K - $16.2K
4.67K $259M
BBD
Bank Bradesco

Financial Services
-1.5K
- 1.95%
$1.85 - $2.32 $2.78K - $3.49K
75.5K $168M
SLV
I Shares Silver Trust

ETFs
-516
- 6.42%
$26.93 - $31.32 $13.9K - $16.2K
7.52K $233M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
-46
- 1.73%
$89.88 - $110.11 $4.13K - $5.07K
2.62K $264M
Linde PLC
-23
- 2.92%
N/A
765 $356M
AZN
Astrazeneca PLC

Healthcare
-121
- 2.64%
$65.37 - $77.96 $7.91K - $9.43K
4.47K $329M
BP
Bp PLC

Energy
-270
- 3.03%
$29.93 - $35.31 $8.08K - $9.53K
8.63K $292M
MELI
Mercadolibre Inc

Consumer Cyclical
-6
- 3.64%
$1739.0 - $2260.0 $10.4K - $13.6K
159 $310M
RTX
Raytheon Technologies Corp

Industrials
-20
- 0.96%
$114.1 - $135.66 $2.28K - $2.71K
2.06K $273M
HSBC
Hsbc Holdings PLC

Financial Services
-359
- 5.2%
$48.68 - $61.58 $17.5K - $22.1K
6.55K $376M
WCN
Waste Connections, Inc.

Industrials
-2
- 0.12%
$169.89 - $195.19 $340 - $390
1.66K $323M
T
At&T Inc.

Communication Services
-388
- 4.24%
$21.56 - $28.28 $8.37K - $11K
8.77K $248M
TTE
Total Energies Se

Energy
-145
- 2.98%
N/A
4.72K $305M
KLAC
Kla Corp

Technology
-2
- 0.21%
$636.62 - $777.63 $1.27K - $1.56K
939 $638M
NVS
Novartis Ag

Healthcare
-469
- 6.65%
$97.14 - $115.57 $45.6K - $54.2K
6.58K $734M
SHEL
Shell PLC

Energy
-480
- 5.87%
$62.84 - $73.29 $30.2K - $35.2K
7.7K $564M
EQX
Equinox Gold Corp.

Basic Materials
-484
- 1.63%
$5.09 - $7.16 $2.46K - $3.47K
29.3K $201M
ING
Ing Groep Nv

Financial Services
-834
- 4.71%
$15.51 - $20.74 $12.9K - $17.3K
16.9K $330M
TDY
Teledyne Technologies Inc

Technology
-14
- 0.78%
$455.51 - $518.84 $6.38K - $7.26K
1.79K $890M
AER
Aer Cap Holdings N.V.

Industrials
-53
- 0.53%
$94.11 - $105.78 $4.99K - $5.61K
10K $1.03B
FISV
Fiserv Inc

Technology
-12
- 0.29%
N/A
4.16K $917M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-363
- 0.28%
$81.83 - $82.73 $29.7K - $30K
128K $10.6B
EFV
Msci Eafe Value ETF

ETFs
-233
- 1.79%
$51.88 - $60.73 $12.1K - $14.2K
12.8K $754M
HALO
Halozyme Therapeutics, Inc.

Healthcare
-52
- 0.92%
$47.74 - $65.16 $2.48K - $3.39K
5.63K $359M
TRV
Travelers Companies, Inc.

Financial Services
-108
- 2.0%
$232.43 - $265.13 $25.1K - $28.6K
5.29K $1.4B
DGX
Quest Diagnostics Inc

Healthcare
-2
- 0.03%
N/A
6.49K $1.1B
AIG
American International Group, Inc.

Financial Services
-25
- 0.28%
$70.5 - $86.94 $1.76K - $2.17K
8.83K $767M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-11
- 0.58%
$442.66 - $534.52 $4.87K - $5.88K
1.9K $1.01B
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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