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
$237B
$376 Million 0.12% of portfolio
6,551
Q1 2025 Reduced 5.2%
$142B
$385 Million 0.12% of portfolio
5,416
Q1 2025 Added 66.29%
$31.1B
$378 Million 0.12% of portfolio
652
Q1 2025 Added 15.4%
$17.9B
$381 Million 0.12% of portfolio
1,925
Q1 2025 Added 1.85%
$320B
$384 Million 0.12% of portfolio
2,903
Q1 2025 Reduced 44.31%
$630M
$379 Million 0.12% of portfolio
7,090
Q1 2025 Added 46.97%
$8.9B
$338 Million 0.11% of portfolio
7,633
Q1 2025 Added 1.48%
$123B
$359 Million 0.11% of portfolio
5,994
Q1 2025 Added 13.76%
$10.4B
$340 Million 0.11% of portfolio
2,588
Q1 2025 Added 8.42%
$38.1B
$337 Million 0.11% of portfolio
4,764
Q1 2025 Added 2.19%
-
$355 Million 0.11% of portfolio
-
Q1 2025 Added 0.06%
$5.94B
$359 Million 0.11% of portfolio
3,350
Q1 2025 Reduced 0.59%
$7.6B
$359 Million 0.11% of portfolio
5,626
Q1 2025 Reduced 0.92%
$51.7B
$357 Million 0.11% of portfolio
5,798
Q1 2025 New
$24.3B
$360 Million 0.11% of portfolio
1,588
Q1 2025 Added 16.76%
$104B
$364 Million 0.11% of portfolio
23,521
Q1 2025 Reduced 4.95%
$11.1B
$354 Million 0.11% of portfolio
6,614
Q1 2025 Added 1.94%
$22.6B
$336 Million 0.11% of portfolio
1,636
Q1 2025 Reduced 11.14%
$17B
$308 Million 0.1% of portfolio
671
Q1 2025 Reduced 1.03%
$36.6B
$303 Million 0.1% of portfolio
1,251
Q1 2025 New
$11.1B
$314 Million 0.1% of portfolio
3,437
Q1 2025 Added 13.32%
$173B
$305 Million 0.1% of portfolio
4,718
Q1 2025 Reduced 2.98%
$41.4B
$312 Million 0.1% of portfolio
1,983
Q1 2025 Added 1.74%
$42.8B
$312 Million 0.1% of portfolio
169
Q1 2025 Reduced 21.03%
$79.6B
$330 Million 0.1% of portfolio
16,863
Q1 2025 Reduced 4.71%
$15.3B
$308 Million 0.1% of portfolio
2,910
Q1 2025 Added 3.71%
$20.3B
$307 Million 0.1% of portfolio
3,674
Q1 2025 Reduced 18.26%
$7.45B
$316 Million 0.1% of portfolio
3,422
Q1 2025 Added 2.39%
$126B
$310 Million 0.1% of portfolio
159
Q1 2025 Reduced 3.64%
$41.8B
$310 Million 0.1% of portfolio
739
Q1 2025 Reduced 26.25%
$20.1B
$326 Million 0.1% of portfolio
581
Q1 2025 Reduced 15.92%
$24.9B
$303 Million 0.1% of portfolio
3,017
Q1 2025 New
$103B
$328 Million 0.1% of portfolio
1,240
Q1 2025 New
$10.5B
$328 Million 0.1% of portfolio
1,561
Q1 2025 Added 1.5%
$218B
$329 Million 0.1% of portfolio
4,470
Q1 2025 Reduced 2.64%
$49.2B
$312 Million 0.1% of portfolio
1,049
Q1 2025 Reduced 9.18%
$50.6B
$323 Million 0.1% of portfolio
1,655
Q1 2025 Reduced 0.12%
$5.81B
$322 Million 0.1% of portfolio
2,053
Q1 2025 Added 54.36%
$11.6B
$318 Million 0.1% of portfolio
3,561
Q1 2025 Added 1.4%
$8.49B
$333 Million 0.1% of portfolio
541
Q1 2025 Added 18.12%
$166B
$281 Million 0.09% of portfolio
552
Q1 2025 Reduced 3.83%
$48.7B
$279 Million 0.09% of portfolio
7,209
Q1 2025 Reduced 4.24%
$47.6B
$294 Million 0.09% of portfolio
2,298
Q1 2025 Added 15.83%
$195B
$273 Million 0.09% of portfolio
2,060
Q1 2025 Reduced 0.96%
$9.81B
$293 Million 0.09% of portfolio
221
Q1 2025 Reduced 57.82%
$12B
$279 Million 0.09% of portfolio
876
Q1 2025 Added 24.26%
$162B
$285 Million 0.09% of portfolio
4,794
Q1 2025 Reduced 4.5%
$15.9B
$271 Million 0.09% of portfolio
3,101
Q1 2025 Reduced 13.57%
$8.37B
$290 Million 0.09% of portfolio
1,102
Q1 2025 Added 1.57%

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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