Net Worth Advisory Group Portfolio Holdings

Net Worth Advisory Group

  • $318 Billion
  • Q1 2025

Net Worth Advisory Group has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $318 Billion distributed in 367 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total International B with a value of $12.5B, Ishares Tr Tips Bd ETF with a value of $12B, Ishares Barclays 1 3 Year Trea with a value of $10.6B, Ishares Barclays with a value of $10.3B, and Ishares Iboxx $ Investment Gra with a value of $9.96B.

Examining the 13F form we can see an decrease of $11.5B in the current position value, from $329B to 318B.

Net Worth Advisory Group is based out at Sandy, UT

Below you can find more details about Net Worth Advisory Group portfolio as well as his latest detailed transactions.

Portfolio value $318 Billion
ETFs: $150 Billion
Financial Services: $34.6 Billion
Technology: $33.1 Billion
Healthcare: $22.3 Billion
Industrials: $16.9 Billion
Consumer Cyclical: $15.5 Billion
Communication Services: $11.3 Billion
Energy: $10.2 Billion
Other: $21 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$327B
$3.49 Billion 1.1% of portfolio
32,223
Q1 2025 Reduced 6.53%
$3.14T
$2.74 Billion 0.86% of portfolio
12,317
Q1 2025 Added 6.24%
$1.43T
$2.62 Billion 0.82% of portfolio
4,542
Q1 2025 Reduced 6.91%
$578B
$2.49 Billion 0.78% of portfolio
7,103
Q1 2025 Added 2.25%
$2.05T
$2.46 Billion 0.77% of portfolio
12,937
Q1 2025 Added 11.99%
$765B
$2.46 Billion 0.77% of portfolio
10,013
Q1 2025 Reduced 1.64%
$3.36T
$2.24 Billion 0.71% of portfolio
5,973
Q1 2025 Added 3.34%
$1.03T
$2.18 Billion 0.69% of portfolio
13,943
Q1 2025 Added 1.26%
$259B
$2.09 Billion 0.66% of portfolio
33,848
Q1 2025 Reduced 6.5%
$203B
$1.95 Billion 0.61% of portfolio
3,182
Q1 2025 Added 3.89%
$137B
$1.9 Billion 0.6% of portfolio
8,161
Q1 2025 Added 60.93%
$276B
$1.91 Billion 0.6% of portfolio
3,642
Q1 2025 Added 0.58%
$400B
$1.86 Billion 0.58% of portfolio
11,200
Q1 2025 Added 5.74%
$178B
$1.55 Billion 0.49% of portfolio
10,318
Q1 2025 Added 11.51%
$32.4B
$1.57 Billion 0.49% of portfolio
16,150
Q1 2025 Added 1.55%
$190B
$1.43 Billion 0.45% of portfolio
3,729
Q1 2025 Added 8.02%
$53.8B
$1.37 Billion 0.43% of portfolio
2,835
Q1 2025 Reduced 2.07%
$197B
$1.35 Billion 0.42% of portfolio
15,004
Q1 2025 Added 10.62%
$214B
$1.14 Billion 0.36% of portfolio
9,759
Q1 2025 Added 19.14%
$96.4B
$1.14 Billion 0.36% of portfolio
3,456
Q1 2025 Added 5.37%
$261B
$1.15 Billion 0.36% of portfolio
13,087
Q1 2025 Added 0.28%
$15.6B
$1.1 Billion 0.35% of portfolio
6,493
Q1 2025 Reduced 0.03%
$79.3B
$1.12 Billion 0.35% of portfolio
7,685
Q1 2025 Added 6.41%
$63.1B
$1.08 Billion 0.34% of portfolio
1,708
Q1 2025 Added 1.43%
$1.07T
$1.05 Billion 0.33% of portfolio
4,070
Q1 2025 Added 0.44%
$276B
$1.06 Billion 0.33% of portfolio
14,753
Q1 2025 Reduced 18.77%
$204B
$1.04 Billion 0.33% of portfolio
1,901
Q1 2025 Added 2.48%
$276B
$1.06 Billion 0.33% of portfolio
6,685
Q1 2025 Added 0.91%
$27.7B
$1.03 Billion 0.32% of portfolio
10,035
Q1 2025 Reduced 0.53%
$538B
$1.03 Billion 0.32% of portfolio
1,882
Q1 2025 Added 24.97%
$660B
$1.01 Billion 0.32% of portfolio
1,895
Q1 2025 Reduced 0.58%
$94.2B
$1.01 Billion 0.32% of portfolio
5,017
Q1 2025 Added 66.46%
$267B
$1 Billion 0.32% of portfolio
6,002
Q1 2025 Added 30.96%
$135B
$1 Billion 0.32% of portfolio
8,960
Q1 2025 Added 0.38%
$19.4B
$985 Million 0.31% of portfolio
13,837
Q1 2025 Added 2.06%
$8.52B
$991 Million 0.31% of portfolio
9,889
Q1 2025 Added 0.19%
$64.8B
$940 Million 0.3% of portfolio
31,927
Q1 2025 Reduced 0.23%
$114B
$962 Million 0.3% of portfolio
3,944
Q1 2025 Added 27.35%
$429B
$934 Million 0.29% of portfolio
7,856
Q1 2025 Reduced 16.29%
$119B
$927 Million 0.29% of portfolio
3,070
Q1 2025 Added 27.17%
$79.5B
$917 Million 0.29% of portfolio
4,155
Q1 2025 Reduced 0.29%
$1.01T
$907 Million 0.29% of portfolio
5,868
Q1 2025 Added 28.21%
$54.9B
$919 Million 0.29% of portfolio
4,439
Q1 2025 Added 0.52%
$453B
$892 Million 0.28% of portfolio
1
Q3 2024 New
$996B
$889 Million 0.28% of portfolio
5,353
Q1 2025 Reduced 7.21%
$20.8B
$875 Million 0.28% of portfolio
6,484
Q1 2025 Added 0.4%
$22.8B
$890 Million 0.28% of portfolio
1,788
Q1 2025 Reduced 0.78%
$40.8B
$854 Million 0.27% of portfolio
4,963
Q1 2025 Added 2.67%
$43.4B
$857 Million 0.27% of portfolio
8,207
Q1 2025 Added 14.8%

Summary

  • Portfolio
  • No. of Stocks 367
  • Current Value $318 Billion
  • Prior Value $329 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 42 stocks
  • Additional Purchases 188 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 135 stocks
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