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
$20.1B
$864 Million 0.27% of portfolio
16,178
Q1 2025 Reduced 21.16%
$216B
$859 Million 0.27% of portfolio
2,751
Q1 2025 Added 28.61%
$289B
$821 Million 0.26% of portfolio
3,077
Q1 2025 Reduced 26.33%
$11.5B
$825 Million 0.26% of portfolio
6,265
Q1 2025 Added 4.38%
$435B
$809 Million 0.25% of portfolio
855
Q1 2025 Reduced 13.46%
$71.4B
$784 Million 0.25% of portfolio
6,113
Q1 2025 Added 0.59%
$223B
$784 Million 0.25% of portfolio
7,632
Q1 2025 Added 136.72%
$748B
$792 Million 0.25% of portfolio
958
Q1 2025 Added 7.04%
$225B
$802 Million 0.25% of portfolio
174
Q1 2025 New
$99.1B
$788 Million 0.25% of portfolio
2,970
Q1 2025 Added 2.45%
$63.2B
$767 Million 0.24% of portfolio
8,827
Q1 2025 Reduced 0.28%
$337B
$770 Million 0.24% of portfolio
3,676
Q1 2025 Added 2.54%
$114B
$760 Million 0.24% of portfolio
24,820
Q1 2025 Reduced 6.91%
$373B
$727 Million 0.23% of portfolio
4,267
Q1 2025 Added 1.02%
$264B
$734 Million 0.23% of portfolio
6,582
Q1 2025 Reduced 6.65%
$38.4B
$736 Million 0.23% of portfolio
2,645
Q1 2025 Added 1.38%
$139B
$738 Million 0.23% of portfolio
1,342
Q1 2025 New
$179B
$689 Million 0.22% of portfolio
4,485
Q1 2025 Added 2.4%
$8.51B
$698 Million 0.22% of portfolio
6,724
Q1 2025 Added 1.77%
$113B
$696 Million 0.22% of portfolio
4,155
Q1 2025 Reduced 9.3%
$118B
$674 Million 0.21% of portfolio
7,497
Q1 2025 Added 0.42%
$90.9B
$676 Million 0.21% of portfolio
1,112
Q1 2025 Reduced 0.09%
$16.9B
$656 Million 0.21% of portfolio
1,948
Q1 2025 Reduced 1.91%
$157B
$661 Million 0.21% of portfolio
17,917
Q1 2025 Added 29.09%
$88.6B
$668 Million 0.21% of portfolio
2,625
Q1 2025 Added 82.04%
$145B
$634 Million 0.2% of portfolio
2,683
Q1 2025 Reduced 0.3%
$82.7B
$637 Million 0.2% of portfolio
5,809
Q1 2025 Added 0.19%
$120B
$624 Million 0.2% of portfolio
5,940
Q1 2025 Added 0.44%
$131B
$638 Million 0.2% of portfolio
939
Q1 2025 Reduced 0.21%
$19.4B
$630 Million 0.2% of portfolio
2,182
Q1 2025 Added 0.28%
$10.5B
$634 Million 0.2% of portfolio
2,641
Q1 2025 Reduced 0.23%
$15.7B
$638 Million 0.2% of portfolio
13,201
Q1 2025 New
$187B
$623 Million 0.2% of portfolio
1,257
Q1 2025 Reduced 20.84%
$82.8B
$635 Million 0.2% of portfolio
459
Q1 2025 Added 93.67%
$16.7B
$639 Million 0.2% of portfolio
2,852
Q1 2025 Added 54.33%
$147B
$632 Million 0.2% of portfolio
6,269
Q1 2025 Added 40.34%
$125B
$641 Million 0.2% of portfolio
3,181
Q1 2025 Added 0.19%
$7.14B
$625 Million 0.2% of portfolio
9,223
Q1 2025 Added 0.28%
$82B
$627 Million 0.2% of portfolio
5,342
Q1 2025 Reduced 8.57%
$61.5B
$651 Million 0.2% of portfolio
2,669
Q1 2025 Reduced 0.19%
$42.4B
$594 Million 0.19% of portfolio
12,039
Q1 2025 Added 0.68%
$65.2B
$590 Million 0.19% of portfolio
15,572
Q1 2025 Added 0.35%
$95.1B
$609 Million 0.19% of portfolio
10,144
Q1 2025 Reduced 0.87%
$34.1B
$603 Million 0.19% of portfolio
4,339
Q1 2025 Reduced 2.34%
$8.91B
$603 Million 0.19% of portfolio
4,458
Q1 2025 Reduced 1.2%
$205B
$619 Million 0.19% of portfolio
777
Q1 2025 Reduced 6.83%
$177B
$607 Million 0.19% of portfolio
3,378
Q1 2025 Added 1.41%
$237B
$590 Million 0.19% of portfolio
2,192
Q1 2025 New
$25.3B
$597 Million 0.19% of portfolio
3,732
Q1 2025 Added 1.61%

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
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