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
$84.1B
$676 Million 0.21% of portfolio
1,112
Q1 2025 Reduced 0.09%
$17B
$656 Million 0.21% of portfolio
1,948
Q1 2025 Reduced 1.91%
$0
$654 Million 0.21% of portfolio
7,218
Q1 2025 Added 1.6%
$0
$659 Million 0.21% of portfolio
2,397
Q1 2025 Reduced 72.16%
$152B
$661 Million 0.21% of portfolio
17,917
Q1 2025 Added 29.09%
$86.5B
$668 Million 0.21% of portfolio
2,625
Q1 2025 Added 82.04%
$137B
$634 Million 0.2% of portfolio
2,683
Q1 2025 Reduced 0.3%
$69.9B
$637 Million 0.2% of portfolio
5,809
Q1 2025 Added 0.19%
$0
$628 Million 0.2% of portfolio
28,880
Q1 2025 Reduced 9.27%
$108B
$624 Million 0.2% of portfolio
5,940
Q1 2025 Added 0.44%
$107B
$638 Million 0.2% of portfolio
939
Q1 2025 Reduced 0.21%
$17.2B
$630 Million 0.2% of portfolio
2,182
Q1 2025 Added 0.28%
$10.4B
$634 Million 0.2% of portfolio
2,641
Q1 2025 Reduced 0.23%
$16.3B
$638 Million 0.2% of portfolio
13,201
Q1 2025 New
$191B
$623 Million 0.2% of portfolio
1,257
Q1 2025 Reduced 20.84%
$77.6B
$635 Million 0.2% of portfolio
459
Q1 2025 Added 93.67%
$150B
$632 Million 0.2% of portfolio
6,269
Q1 2025 Added 40.34%
$108B
$641 Million 0.2% of portfolio
3,181
Q1 2025 Added 0.19%
$6.44B
$625 Million 0.2% of portfolio
9,223
Q1 2025 Added 0.28%
$65.8B
$627 Million 0.2% of portfolio
5,342
Q1 2025 Reduced 8.57%
$56.4B
$651 Million 0.2% of portfolio
2,669
Q1 2025 Reduced 0.19%
$38.5B
$594 Million 0.19% of portfolio
12,039
Q1 2025 Added 0.68%
$0
$604 Million 0.19% of portfolio
15,350
Q1 2025 Reduced 9.72%
$0
$612 Million 0.19% of portfolio
11,349
Q1 2025 Reduced 9.27%
$55.8B
$590 Million 0.19% of portfolio
15,572
Q1 2025 Added 0.35%
$99.8B
$609 Million 0.19% of portfolio
10,144
Q1 2025 Reduced 0.87%
$31.3B
$603 Million 0.19% of portfolio
4,339
Q1 2025 Reduced 2.34%
$8.96B
$603 Million 0.19% of portfolio
4,458
Q1 2025 Reduced 1.2%
$203B
$619 Million 0.19% of portfolio
777
Q1 2025 Reduced 6.83%
$177B
$607 Million 0.19% of portfolio
3,378
Q1 2025 Added 1.41%
$213B
$590 Million 0.19% of portfolio
2,192
Q1 2025 New
$24.2B
$597 Million 0.19% of portfolio
3,732
Q1 2025 Added 1.61%
$1.4B
$567 Million 0.18% of portfolio
11,301
Q1 2025 Added 6.49%
$0
$582 Million 0.18% of portfolio
11,726
Q1 2025 Reduced 26.88%
$0
$583 Million 0.18% of portfolio
12,874
Q1 2025 Reduced 9.27%
$97.9B
$561 Million 0.18% of portfolio
5,724
Q1 2025 New
$238B
$564 Million 0.18% of portfolio
7,699
Q1 2025 Reduced 5.87%
$128B
$588 Million 0.18% of portfolio
2,163
Q1 2025 Added 0.05%
$0
$584 Million 0.18% of portfolio
5,840
Q1 2025 Reduced 0.88%
$48.9B
$579 Million 0.18% of portfolio
2,526
Q1 2025 Added 0.56%
$195B
$559 Million 0.18% of portfolio
1,791
Q4 2024 Added 0.51%
$0
$562 Million 0.18% of portfolio
27,876
Q1 2025 Added 2.85%
$134B
$533 Million 0.17% of portfolio
2,601
Q1 2025 Reduced 0.12%
$18.7B
$548 Million 0.17% of portfolio
18,708
Q1 2025 Added 0.98%
$78.6B
$538 Million 0.17% of portfolio
660
Q1 2025 New
$97.3B
$538 Million 0.17% of portfolio
1,237
Q1 2025 Added 0.41%
$29.1B
$526 Million 0.17% of portfolio
5,773
Q1 2025 New
$54.4B
$550 Million 0.17% of portfolio
4,454
Q1 2025 Added 0.61%
$38B
$498 Million 0.16% of portfolio
1,759
Q1 2025 Added 43.59%

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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