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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.4 Billion 3.78% of portfolio
253,578
Q4 2024 Added 1.29%
$0
$11.4 Billion 3.47% of portfolio
107,340
Q4 2024 Reduced 0.95%
$0
$10.5 Billion 3.18% of portfolio
127,942
Q4 2024 Reduced 0.46%
$0
$9.77 Billion 2.97% of portfolio
105,680
Q4 2024 Reduced 1.01%
$0
$9.74 Billion 2.96% of portfolio
91,169
Q4 2024 Reduced 1.03%
$0
$9.57 Billion 2.91% of portfolio
119,242
Q4 2024 Added 1.89%
$0
$9.12 Billion 2.77% of portfolio
95,862
Q4 2024 Reduced 0.47%
$0
$8.11 Billion 2.46% of portfolio
81,442
Q4 2024 Added 0.26%
$0
$7.45 Billion 2.26% of portfolio
348,230
Q4 2024 Reduced 3.8%
$0
$6.12 Billion 1.86% of portfolio
105,486
Q4 2024 Reduced 4.46%
$0
$6.07 Billion 1.84% of portfolio
55,164
Q4 2024 Added 38.56%
$0
$5.44 Billion 1.65% of portfolio
69,133
Q4 2024 Added 1.09%
$0
$4.85 Billion 1.47% of portfolio
52,995
Q4 2024 Added 8.57%
$0
$4.35 Billion 1.32% of portfolio
43,306
Q4 2024 Added 8.22%
$0
$3.8 Billion 1.15% of portfolio
6,482
Q4 2024 Added 118.54%
$0
$2.5 Billion 0.76% of portfolio
8,611
Q4 2024 Added 259.84%
$0
$2.01 Billion 0.61% of portfolio
3,928
Q4 2024 Added 15.06%
$0
$1.82 Billion 0.55% of portfolio
4,286
Q4 2024 Added 15.4%
$0
$1.82 Billion 0.55% of portfolio
10,383
Q4 2024 Added 15.39%
$0
$1.77 Billion 0.54% of portfolio
18,281
Q4 2024 Reduced 5.71%
$0
$1.16 Billion 0.35% of portfolio
4,295
Q4 2024 Added 0.56%
$0
$1.05 Billion 0.32% of portfolio
10,324
Q4 2024 Reduced 4.04%
$0
$1 Billion 0.3% of portfolio
5,240
Q4 2024 Reduced 3.03%
$91.1B
$916 Million 0.28% of portfolio
3,783
Q4 2024 Reduced 4.28%
$0
$856 Million 0.26% of portfolio
5,058
Q4 2024 Added 3.71%
$0
$804 Million 0.24% of portfolio
16,036
Q4 2024 Added 174.87%
$0
$759 Million 0.23% of portfolio
33,008
Q4 2024 Reduced 10.26%
$0
$764 Million 0.23% of portfolio
1,861
Q4 2024 Reduced 0.32%
$0
$684 Million 0.21% of portfolio
13,034
Q4 2024 Reduced 1.31%
$0
$652 Million 0.2% of portfolio
17,003
Q4 2024 Reduced 9.6%
$0
$653 Million 0.2% of portfolio
12,508
Q4 2024 Reduced 8.63%
$0
$652 Million 0.2% of portfolio
31,830
Q4 2024 Reduced 10.19%
$0
$625 Million 0.19% of portfolio
14,190
Q4 2024 Reduced 8.86%
$0
$633 Million 0.19% of portfolio
7,104
Q4 2024 Reduced 0.88%
$0
$571 Million 0.17% of portfolio
5,892
Q4 2024 Added 0.03%
$0
$537 Million 0.16% of portfolio
27,103
Q4 2024 Reduced 2.08%
$0
$491 Million 0.15% of portfolio
1,936
Q4 2024 Added 0.62%
$0
$474 Million 0.14% of portfolio
1,296
Q4 2024 Reduced 8.28%
$0
$455 Million 0.14% of portfolio
2,810
Q4 2024 Added 2.11%
$0
$438 Million 0.13% of portfolio
4,819
Q4 2024 Added 9.75%
$0
$417 Million 0.13% of portfolio
1,038
Q4 2024 Reduced 7.07%
$0
$423 Million 0.13% of portfolio
2,294
Q4 2024 Reduced 0.91%
$0
$364 Million 0.11% of portfolio
15,746
Q4 2024 Reduced 2.88%
$0
$374 Million 0.11% of portfolio
2,993
Q4 2024 Reduced 1.16%
$0
$352 Million 0.11% of portfolio
3,302
Q4 2024 Added 17.13%
$0
$313 Million 0.1% of portfolio
6,609
Q4 2024 Added 0.61%
$0
$344 Million 0.1% of portfolio
8,950
Q4 2024 Reduced 1.71%
$0
$321 Million 0.1% of portfolio
13,771
Q4 2024 Added 2.3%
$0
$315 Million 0.1% of portfolio
1,870
Q4 2024 Reduced 6.45%

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
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