Net Worth Advisory Group Sells in Q4 2024

Net Worth Advisory Group

  • $329 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ROP
Roper Technologies Inc

Industrials
-19
- 1.88%
$519.85 - $575.95 $9.88K - $10.9K
991 $515M
Canadian Pacific Kansas City
-72
- 2.38%
N/A
2.95K $214M
GLD
Spdr Gold Trust

ETFs
-169
- 4.28%
$236.59 - $257.5 $40K - $43.5K
3.78K $916M
IQV
Iqvia Holdings Inc.

Healthcare
-1
- 0.09%
$190.97 - $236.63 $191 - $237
1.09K $214M
BDX
Becton Dickinson & CO

Healthcare
-24
- 0.95%
$220.02 - $243.75 $5.28K - $5.85K
2.51K $570M
CNI
Canadian National Railway CO

Industrials
-61
- 2.84%
$100.62 - $117.12 $6.14K - $7.14K
2.09K $212M
EQX
Equinox Gold Corp.

Basic Materials
-1.18K
- 3.81%
$4.97 - $6.41 $5.86K - $7.56K
29.7K $149M
EMB
Ishares Tr

ETFs
-63
- 0.88%
$88.94 - $93.46 $5.6K - $5.89K
7.1K $633M
IGOV
Ishares 1 3 International Trea

ETFs
-156
- 1.71%
$38.42 - $41.79 $5.99K - $6.52K
8.95K $344M
ELD
Wisdomtree Emerging Local Debt

ETFs
-230
- 1.9%
$25.38 - $27.87 $5.84K - $6.41K
11.9K $301M
EGO
Eldorado Gold Corp

Basic Materials
-430
- 3.78%
$14.7 - $18.65 $6.32K - $8.02K
10.9K $163M
NVDA
Nvidia Corp

Technology
-3.93K
- 10.23%
$117.0 - $148.88 $459K - $585K
34.5K $4.63B
ORCL
Oracle Corp

Technology
-73
- 1.28%
$165.41 - $192.43 $12.1K - $14K
5.61K $935M
IX
Orix Corp

Financial Services
-56
- 2.25%
$104.38 - $117.09 $5.85K - $6.56K
2.43K $258M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.36K
- 8.68%
$19.42 - $19.76 $26.5K - $26.9K
14.3K $279M
UBS
Ubs Group Ag

Financial Services
-448
- 1.65%
$29.78 - $33.08 $13.3K - $14.8K
26.7K $808M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-545
- 3.84%
$12.61 - $15.33 $6.87K - $8.35K
13.7K $176M
GIB
Cgi Inc

Technology
-41
- 1.01%
$107.0 - $116.25 $4.39K - $4.77K
4.02K $440M
SWKS
Skyworks Solutions, Inc.

Technology
-18
- 0.72%
$83.18 - $99.15 $1.5K - $1.78K
2.48K $220M
WERN
Werner Enterprises Inc

Industrials
-259
- 4.0%
$35.64 - $41.8 $9.23K - $10.8K
6.22K $223M
DAR
Darling Ingredients Inc.

Consumer Defensive
-78
- 1.28%
$33.0 - $43.05 $2.57K - $3.36K
6K $202M
AIR
Aar Corp

Industrials
-145
- 4.15%
$58.4 - $70.82 $8.47K - $10.3K
3.35K $205M
BP
Bp PLC

Energy
-164
- 1.81%
$28.16 - $33.14 $4.62K - $5.43K
8.9K $263M
BSY
Bentley Systems Inc

Technology
-1
- 0.02%
$46.59 - $51.09 $46.6 - $51.1
5.06K $236M
SLV
I Shares Silver Trust

ETFs
-125
- 1.53%
$26.33 - $31.74 $3.29K - $3.97K
8.04K $212M
RELX
Relx PLC

Communication Services
-159
- 2.81%
$44.45 - $48.63 $7.07K - $7.73K
5.51K $250M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-21
- 0.91%
$184.21 - $199.29 $3.87K - $4.19K
2.29K $423M
SU
Suncor Energy Inc

Energy
-230
- 2.96%
$34.5 - $41.53 $7.94K - $9.55K
7.53K $269M
WST
West Pharmaceutical Services Inc

Healthcare
-227
- 10.94%
$285.69 - $344.0 $64.9K - $78.1K
1.85K $605M
SPGI
S&P Global Inc.

Financial Services
-12
- 2.05%
$480.36 - $529.17 $5.76K - $6.35K
574 $286M
PCG
Pg&E Corp

Utilities
-1.35K
- 5.06%
$19.2 - $21.63 $25.9K - $29.2K
25.3K $511M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-737
- 4.81%
$19.38 - $19.58 $14.3K - $14.4K
14.6K $283M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3
- 0.16%
$442.29 - $483.08 $1.33K - $1.45K
1.91K $864M
CRH.L
Crh PLC

Basic Materials
-140
- 2.72%
N/A
5.01K $463M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-117
- 8.28%
$340.59 - $380.5 $39.8K - $44.5K
1.3K $474M
SYK
Stryker Corp

Healthcare
-29
- 1.83%
$345.14 - $392.15 $10K - $11.4K
1.55K $559M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-129
- 6.45%
$157.33 - $189.22 $20.3K - $24.4K
1.87K $315M
ASTL
Algoma Steel Group Inc.

Basic Materials
-526
- 3.39%
$9.35 - $12.01 $4.92K - $6.32K
15K $147M
MKSI
Mks Instruments Inc

Technology
-14
- 0.67%
$98.56 - $117.93 $1.38K - $1.65K
2.07K $216M
CHD
Church & Dwight CO Inc

Consumer Defensive
-98
- 1.76%
$99.11 - $112.25 $9.71K - $11K
5.47K $573M
VET
Vermilion Energy Inc.

Energy
-583
- 4.94%
$8.65 - $10.84 $5.04K - $6.32K
11.2K $105M
NRG
Nrg Energy, Inc.

Utilities
-84
- 3.42%
$85.3 - $101.61 $7.17K - $8.54K
2.37K $214M
VEEV
Veeva Systems Inc

Healthcare
-50
- 2.02%
$201.81 - $250.45 $10.1K - $12.5K
2.43K $510M
SRE
Sempra Energy

Utilities
-244
- 8.27%
$80.81 - $94.77 $19.7K - $23.1K
2.71K $237M
MERC
Mercer International Inc.

Basic Materials
-635
- 4.02%
$6.0 - $7.38 $3.81K - $4.69K
15.2K $98.3M
MCO
Moodys Corp

Financial Services
-15
- 2.31%
$454.04 - $500.88 $6.81K - $7.51K
634 $300M
MIDD
Middleby Corp

Industrials
-2
- 0.12%
$129.7 - $146.97 $259 - $294
1.71K $231M
MNST
Monster Beverage Corp

Consumer Defensive
-194
- 1.83%
$49.24 - $56.38 $9.55K - $10.9K
10.4K $548M
GL
Globe Life Inc.

Financial Services
-361
- 5.67%
$103.49 - $116.02 $37.4K - $41.9K
6K $669M
Activity Summary
Buys All Purchases 182 New Holdings 25 Increased Positions 157 Sells All Sells 201 Reductions 201 Sold out 0 Options Calls 0 Puts 0
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