Net Worth Advisory Group Portfolio Holdings

Net Worth Advisory Group

  • $329 Billion
  • Q4 2024

Net Worth Advisory Group has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $329 Billion distributed in 385 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total International B with a value of $12.4B, Ishares Tr Tips Bd ETF with a value of $11.4B, Ishares Barclays 1 3 Year Trea with a value of $10.5B, Ishares Barclays with a value of $9.77B, and Ishares Iboxx $ Investment Gra with a value of $9.74B.

Examining the 13F form we can see an decrease of $7.61B in the current position value, from $337B to 329B.

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 $329 Billion
ETFs: $152 Billion
Technology: $38.4 Billion
Financial Services: $32.6 Billion
Healthcare: $23.4 Billion
Industrials: $21.1 Billion
Consumer Cyclical: $15 Billion
Energy: $10.2 Billion
Communication Services: $10.2 Billion
Other: $21.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$156B
$389 Million 0.12% of portfolio
3,224
Q4 2024 Reduced 4.19%
$15.5B
$392 Million 0.12% of portfolio
5,372
Q4 2024 Added 1.19%
$5.99B
$392 Million 0.12% of portfolio
7,198
Q4 2024 Reduced 0.06%
$135B
$399 Million 0.12% of portfolio
4,467
Q4 2024 Added 0.27%
$68.1B
$401 Million 0.12% of portfolio
5,220
Q4 2024 Added 0.91%
$6.68B
$380 Million 0.12% of portfolio
3,370
Q4 2024 Added 0.6%
$43.6B
$379 Million 0.12% of portfolio
631
Q4 2024 Added 0.32%
$23.8B
$371 Million 0.11% of portfolio
644
Q4 2024 Added 0.31%
$7.45B
$357 Million 0.11% of portfolio
1,289
Q4 2024 Reduced 0.15%
$8.94B
$354 Million 0.11% of portfolio
7,522
Q4 2024 Added 1.16%
$14.9B
$372 Million 0.11% of portfolio
9,676
Q4 2024 Added 0.26%
$7.67B
$360 Million 0.11% of portfolio
2,071
Q4 2024 Added 0.73%
$14B
$361 Million 0.11% of portfolio
3,588
Q4 2024 Added 0.39%
$21.1B
$369 Million 0.11% of portfolio
22,695
Q4 2024 Added 114.63%
$15.9B
$361 Million 0.11% of portfolio
6,096
Q4 2024 Added 1.14%
$306B
$378 Million 0.11% of portfolio
1,534
Q4 2024 Reduced 2.48%
$102B
$359 Million 0.11% of portfolio
24,747
Q4 2024 Reduced 2.38%
$37.9B
$315 Million 0.1% of portfolio
4,662
Q4 2024 Added 1.28%
$15.3B
$313 Million 0.1% of portfolio
2,806
Q4 2024 Added 0.5%
$46.8B
$318 Million 0.1% of portfolio
1,155
Q4 2024 Added 0.26%
$6.34B
$314 Million 0.1% of portfolio
3,342
Q4 2024 New
$21.1B
$341 Million 0.1% of portfolio
4,495
Q4 2024 Added 0.65%
$27.3B
$334 Million 0.1% of portfolio
565
Q4 2024 Reduced 0.7%
-
$313 Million 0.1% of portfolio
-
Q4 2024 Added 0.24%
$20.4B
$336 Million 0.1% of portfolio
1,841
Q4 2024 Added 0.66%
$5.31B
$322 Million 0.1% of portfolio
9,355
Q4 2024 Added 2.52%
$10.8B
$327 Million 0.1% of portfolio
2,387
Q4 2024 Added 3.38%
$8.61B
$317 Million 0.1% of portfolio
1,085
Q4 2024 Added 0.74%
$1.52B
$337 Million 0.1% of portfolio
2,686
Q4 2024 Added 0.52%
$10.9B
$328 Million 0.1% of portfolio
1,538
Q4 2024 Added 1.18%
$37.3B
$329 Million 0.1% of portfolio
3,006
Q4 2024 Added 0.97%
$17B
$334 Million 0.1% of portfolio
5,955
Q4 2024 Added 1.19%
$4.3B
$314 Million 0.1% of portfolio
3,524
Q4 2024 Added 0.14%
$37.3B
$332 Million 0.1% of portfolio
686
Q4 2024 Added 0.44%
$24.8B
$337 Million 0.1% of portfolio
1,033
Q4 2024 Added 0.39%
$223B
$342 Million 0.1% of portfolio
6,910
Q4 2024 Reduced 3.33%
$107B
$281 Million 0.09% of portfolio
5,269
Q4 2024 Reduced 26.49%
$4.62B
$303 Million 0.09% of portfolio
5,800
Q4 2024 Added 1.27%
$45.9B
$300 Million 0.09% of portfolio
1,984
Q4 2024 Added 0.56%
$10.9B
$290 Million 0.09% of portfolio
3,512
Q4 2024 Added 0.89%
$72.5B
$300 Million 0.09% of portfolio
237
Q4 2024 Added 5.33%
$5.48B
$284 Million 0.09% of portfolio
1,743
Q4 2024 Added 0.98%
$5.23B
$292 Million 0.09% of portfolio
1,785
Q4 2024 Added 1.36%
$153B
$285 Million 0.09% of portfolio
5,020
Q4 2024 Reduced 3.22%
$15.6B
$284 Million 0.09% of portfolio
678
Q4 2024 Added 1.04%
$159B
$286 Million 0.09% of portfolio
574
Q4 2024 Reduced 2.05%
$235B
$301 Million 0.09% of portfolio
4,591
Q4 2024 Reduced 2.24%
$1.33B
$289 Million 0.09% of portfolio
4,824
Q4 2024 Reduced 27.71%
$23.7B
$291 Million 0.09% of portfolio
11,481
Q4 2024 Reduced 4.74%

Summary

  • Portfolio
  • No. of Stocks 385
  • Current Value $329 Billion
  • Prior Value $337 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 25 stocks
  • Additional Purchases 157 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 201 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