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
$34.7B
$283 Million 0.09% of portfolio
674
Q1 2025 Reduced 1.75%
$5.51B
$281 Million 0.09% of portfolio
9,251
Q1 2025 Reduced 1.11%
$28.6B
$295 Million 0.09% of portfolio
1,638
Q1 2025 Reduced 32.62%
$7.27B
$275 Million 0.09% of portfolio
5,157
Q1 2025 New
$10B
$284 Million 0.09% of portfolio
2,498
Q1 2025 Added 2.76%
$20B
$275 Million 0.09% of portfolio
10,832
Q1 2025 Reduced 5.65%
$6.05B
$300 Million 0.09% of portfolio
1,734
Q1 2025 Reduced 2.86%
$23.6B
$287 Million 0.09% of portfolio
494
Q1 2025 Reduced 23.29%
$8.58B
$272 Million 0.09% of portfolio
1,687
Q1 2025 Reduced 18.54%
$4.63B
$285 Million 0.09% of portfolio
5,922
Q1 2025 Added 2.1%
$89.1B
$292 Million 0.09% of portfolio
8,627
Q1 2025 Reduced 3.03%
$73.8B
$290 Million 0.09% of portfolio
727
Q1 2025 Reduced 4.22%
$25.4B
$274 Million 0.09% of portfolio
1,552
Q1 2025 Added 42.25%
$24.6B
$271 Million 0.09% of portfolio
3,703
Q1 2025 New
$3.9B
$275 Million 0.09% of portfolio
3,392
Q1 2025 Reduced 3.75%
$4.6B
$288 Million 0.09% of portfolio
3,591
Q1 2025 Added 5.22%
$86B
$284 Million 0.09% of portfolio
609
Q1 2025 Reduced 3.94%
$310B
$288 Million 0.09% of portfolio
4,026
Q1 2025 Added 2.65%
$11.1B
$279 Million 0.09% of portfolio
1,382
Q1 2025 Added 39.03%
$36.3B
$302 Million 0.09% of portfolio
3,039
Q1 2025 New
$7.28B
$293 Million 0.09% of portfolio
6,860
Q1 2025 Reduced 32.4%
$3.26B
$257 Million 0.08% of portfolio
2,808
Q1 2025 Added 0.36%
$4.79B
$269 Million 0.08% of portfolio
2,837
Q1 2025 Reduced 2.31%
$81.6B
$252 Million 0.08% of portfolio
1,714
Q1 2025 Reduced 16.8%
$13.1B
$249 Million 0.08% of portfolio
6,337
Q1 2025 Added 25.26%
$24.6B
$254 Million 0.08% of portfolio
1,584
Q1 2025 New
$5.21B
$246 Million 0.08% of portfolio
2,306
Q1 2025 Reduced 1.5%
$8.85B
$251 Million 0.08% of portfolio
1,256
Q1 2025 Reduced 2.56%
$5.67B
$256 Million 0.08% of portfolio
1,849
Q1 2025 Added 58.71%
$14.2B
$262 Million 0.08% of portfolio
1,772
Q1 2025 Added 35.89%
$130B
$259 Million 0.08% of portfolio
4,667
Q1 2025 Reduced 5.53%
$7.86B
$264 Million 0.08% of portfolio
1,739
Q1 2025 Added 1.99%
$5.83B
$264 Million 0.08% of portfolio
2,619
Q1 2025 Reduced 1.73%
$195B
$248 Million 0.08% of portfolio
8,767
Q1 2025 Reduced 4.24%
$2.92B
$250 Million 0.08% of portfolio
2,194
Q1 2025 Added 1.39%
$23.9B
$246 Million 0.08% of portfolio
-
Q1 2025 Reduced 44.2%
$33.3B
$257 Million 0.08% of portfolio
1,970
Q1 2025 Added 0.72%
$106B
$266 Million 0.08% of portfolio
5,271
Q1 2025 Reduced 4.29%
$14.6B
$249 Million 0.08% of portfolio
15,582
Q1 2025 Reduced 10.08%
$1.8B
$261 Million 0.08% of portfolio
2,635
Q1 2025 Reduced 1.9%
$4.86B
$241 Million 0.08% of portfolio
11,522
Q1 2025 Added 373.77%
$13.5B
$233 Million 0.07% of portfolio
2,164
Q1 2025 Added 1.41%
$12.3B
$238 Million 0.07% of portfolio
5,639
Q1 2025 New
$182B
$231 Million 0.07% of portfolio
5,087
Q1 2025 New
$2.53B
$213 Million 0.07% of portfolio
5,054
Q1 2025 New
$18.8B
$233 Million 0.07% of portfolio
7,048
Q1 2025 Reduced 27.16%
$2.03B
$230 Million 0.07% of portfolio
6,644
Q1 2025 Added 56.44%
$6.67B
$212 Million 0.07% of portfolio
17,075
Q1 2025 Added 4.76%
$11.1B
$212 Million 0.07% of portfolio
2,287
Q1 2025 Added 4.33%

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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