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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.5 Billion 3.92% of portfolio
255,321
Q1 2025 Added 0.69%
$0
$12 Billion 3.78% of portfolio
108,134
Q1 2025 Added 0.74%
$0
$10.6 Billion 3.32% of portfolio
127,579
Q1 2025 Reduced 0.28%
$0
$10.3 Billion 3.24% of portfolio
108,080
Q1 2025 Added 2.27%
$0
$9.96 Billion 3.13% of portfolio
91,622
Q1 2025 Added 0.5%
$0
$9.78 Billion 3.08% of portfolio
119,610
Q1 2025 Added 0.31%
$0
$9.41 Billion 2.96% of portfolio
97,208
Q1 2025 Added 1.4%
$0
$8.57 Billion 2.7% of portfolio
82,641
Q1 2025 Added 1.47%
$0
$8.57 Billion 2.69% of portfolio
93,390
Q1 2025 Added 76.22%
$0
$7.8 Billion 2.45% of portfolio
356,733
Q1 2025 Added 2.44%
$0
$6.55 Billion 2.06% of portfolio
110,332
Q1 2025 Added 4.59%
$0
$5.46 Billion 1.72% of portfolio
69,232
Q1 2025 Added 0.14%
$0
$4.9 Billion 1.54% of portfolio
44,374
Q1 2025 Reduced 19.56%
$0
$4.49 Billion 1.41% of portfolio
44,653
Q1 2025 Added 3.11%
$406B
$3.49 Billion 1.1% of portfolio
32,223
Q1 2025 Reduced 6.53%
$3.39T
$2.74 Billion 0.86% of portfolio
12,317
Q1 2025 Added 6.24%
$585B
$2.49 Billion 0.78% of portfolio
7,103
Q1 2025 Added 2.25%
$2.27T
$2.46 Billion 0.77% of portfolio
12,937
Q1 2025 Added 11.99%
$831B
$2.46 Billion 0.77% of portfolio
10,013
Q1 2025 Reduced 1.64%
$3.75T
$2.24 Billion 0.71% of portfolio
5,973
Q1 2025 Added 3.34%
$1.08T
$2.18 Billion 0.69% of portfolio
13,943
Q1 2025 Added 1.26%
$284B
$2.09 Billion 0.66% of portfolio
33,848
Q1 2025 Reduced 6.5%
$217B
$1.95 Billion 0.61% of portfolio
3,182
Q1 2025 Added 3.89%
$140B
$1.9 Billion 0.6% of portfolio
8,161
Q1 2025 Added 60.93%
$283B
$1.91 Billion 0.6% of portfolio
3,642
Q1 2025 Added 0.58%
$409B
$1.86 Billion 0.58% of portfolio
11,200
Q1 2025 Added 5.74%
$0
$1.8 Billion 0.57% of portfolio
24,516
Q1 2025 Reduced 29.02%
$0
$1.74 Billion 0.55% of portfolio
17,603
Q1 2025 Reduced 3.71%
$185B
$1.55 Billion 0.49% of portfolio
10,318
Q1 2025 Added 11.51%
$34.3B
$1.57 Billion 0.49% of portfolio
16,150
Q1 2025 Added 1.55%
$174B
$1.43 Billion 0.45% of portfolio
3,729
Q1 2025 Added 8.02%
$59.8B
$1.4 Billion 0.44% of portfolio
5,294
Q1 2025 Reduced 2.0%
$57.6B
$1.37 Billion 0.43% of portfolio
2,835
Q1 2025 Reduced 2.07%
$212B
$1.35 Billion 0.42% of portfolio
15,004
Q1 2025 Added 10.62%
$240B
$1.14 Billion 0.36% of portfolio
9,759
Q1 2025 Added 19.14%
$94.5B
$1.14 Billion 0.36% of portfolio
3,456
Q1 2025 Added 5.37%
$0
$1.14 Billion 0.36% of portfolio
2,032
Q1 2025 Reduced 68.65%
$263B
$1.15 Billion 0.36% of portfolio
13,087
Q1 2025 Added 0.28%
$105B
$1.11 Billion 0.35% of portfolio
3,839
Q1 2025 Added 1.48%
$15.6B
$1.1 Billion 0.35% of portfolio
6,493
Q1 2025 Reduced 0.03%
$89.4B
$1.12 Billion 0.35% of portfolio
7,685
Q1 2025 Added 6.41%
$59.2B
$1.08 Billion 0.34% of portfolio
1,708
Q1 2025 Added 1.43%
$934B
$1.05 Billion 0.33% of portfolio
4,070
Q1 2025 Added 0.44%
$310B
$1.06 Billion 0.33% of portfolio
14,753
Q1 2025 Reduced 18.77%
$238B
$1.04 Billion 0.33% of portfolio
1,901
Q1 2025 Added 2.48%
$276B
$1.06 Billion 0.33% of portfolio
6,685
Q1 2025 Added 0.91%
$28B
$1.03 Billion 0.32% of portfolio
10,035
Q1 2025 Reduced 0.53%
$539B
$1.03 Billion 0.32% of portfolio
1,882
Q1 2025 Added 24.97%
$631B
$1.01 Billion 0.32% of portfolio
1,895
Q1 2025 Reduced 0.58%

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
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