Net Worth Advisory Group Reduced Holdings in Q3 2025

Net Worth Advisory Group

  • $346 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MMS
Maximus, Inc.

Industrials
-232
- 7.26%
$69.89 - $91.37 $16.2K - $21.2K
2.96K $271M
ENRFF
Enerflex Ltd.
-1.13K
- 5.49%
N/A
19.4K $209M
AIR
Aar Corp

Industrials
-175
- 5.69%
$69.47 - $89.67 $12.2K - $15.7K
2.9K $260M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-221
- 1.92%
$181.56 - $190.33 $40.1K - $42.1K
11.3K $2.14B
GL
Globe Life Inc.

Financial Services
-541
- 7.94%
$117.6 - $146.55 $63.6K - $79.3K
6.27K $897M
ING
Ing Groep Nv

Financial Services
-728
- 4.29%
$22.0 - $26.08 $16K - $19K
16.2K $424M
ORCL
Oracle Corp

Technology
-19
- 1.96%
$218.96 - $328.33 $4.16K - $6.24K
950 $267M
ENS
Ener Sys

Industrials
-271
- 8.51%
$86.09 - $112.96 $23.3K - $30.6K
2.91K $329M
CRH.L
Crh PLC

Basic Materials
-152
- 5.52%
N/A
2.6K $312M
MGA
Magna International Inc

Consumer Cyclical
-158
- 2.06%
$40.03 - $47.38 $6.32K - $7.49K
7.52K $356M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-154
- 5.94%
$173.23 - $213.34 $26.7K - $32.9K
2.44K $516M
RIO
Rio Tinto PLC

Basic Materials
-215
- 2.01%
$57.66 - $66.01 $12.4K - $14.2K
10.5K $691M
DELL
Dell Technologies Inc.

Technology
-265
- 4.73%
$120.96 - $141.77 $32.1K - $37.6K
5.34K $757M
EVR
Evercore Inc.

Financial Services
-71
- 5.05%
$276.5 - $362.79 $19.6K - $25.8K
1.33K $450M
ACLS
Axcelis Technologies Inc

Technology
-327
- 8.44%
$67.69 - $100.44 $22.1K - $32.8K
3.55K $346M
C
Citigroup Inc

Financial Services
-91
- 1.74%
$85.57 - $103.49 $7.79K - $9.42K
5.15K $522M
Barrick Mng Corp
-1.54K
- 14.05%
N/A
9.42K $309M
Ftai Aviation LTD
-142
- 6.82%
N/A
1.94K $324M
MS
Morgan Stanley

Financial Services
-602
- 6.04%
$139.09 - $161.16 $83.7K - $97K
9.37K $1.49B
SITM
Sitime Corp

Technology
-76
- 6.11%
$190.16 - $318.05 $14.5K - $24.2K
1.17K $352M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.96K
- 25.85%
$293.94 - $444.72 $576K - $871K
5.62K $2.5B
GAU
Galiano Gold Inc.

Basic Materials
-5.53K
- 4.85%
$1.29 - $2.62 $7.13K - $14.5K
109K $238M
DK
Delek Us Holdings, Inc.

Energy
-1.29K
- 10.17%
$20.04 - $33.59 $25.9K - $43.3K
11.4K $368M
ASML
Asml Holding Nv

Technology
-42
- 4.99%
$689.63 - $968.09 $29K - $40.7K
799 $773M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-11
- 0.23%
$435.72 - $463.74 $4.79K - $5.1K
4.71K $2.18B
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
-39.2K
- 9.58%
$1.02 - $1.58 $40K - $62K
370K $585M
HALO
Halozyme Therapeutics, Inc.

Healthcare
-297
- 4.91%
$52.92 - $78.28 $15.7K - $23.2K
5.76K $422M
EQX
Equinox Gold Corp.

Basic Materials
-1.34K
- 5.51%
$5.78 - $11.34 $7.73K - $15.2K
23K $258M
BTU
Peabody Energy Corp

Energy
-559
- 5.44%
$13.18 - $26.81 $7.37K - $15K
9.72K $258M
UBS
Ubs Group Ag

Financial Services
-1.23K
- 4.75%
$33.77 - $42.38 $41.7K - $52.3K
24.7K $1.01B
FIX
Comfort Systems Usa Inc

Industrials
-19
- 3.41%
$521.66 - $825.18 $9.91K - $15.7K
538 $444M
GS
Goldman Sachs Group Inc

Financial Services
-25
- 1.27%
$696.56 - $806.32 $17.4K - $20.2K
1.94K $1.55B
MP
Mp Materials Corp.

Basic Materials
-369
- 5.39%
$30.03 - $77.13 $11.1K - $28.5K
6.48K $435M
NVT
N Vent Electric PLC

Industrials
-269
- 2.92%
$72.16 - $100.25 $19.4K - $27K
8.95K $882M
AEHR
Aehr Test Systems

Technology
-872
- 6.19%
$13.29 - $33.63 $11.6K - $29.3K
13.2K $398M
APP
App Lovin Corp

Technology
-63
- 5.32%
$335.1 - $718.54 $21.1K - $45.3K
1.12K $806M
NVDA
Nvidia Corp

Technology
-2.13K
- 6.44%
$153.3 - $186.58 $327K - $397K
31K $5.78B
Activity Summary
Buys All Purchases 113 New Holdings 83 Increased Positions 30 Sells All Sells 288 Reductions 288 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Net Worth Advisory Group Portfolio

Follow Net Worth Advisory Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Net Worth Advisory Group, based on Form 13F filings with the SEC.

News

Stay updated on Net Worth Advisory Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email