Worth Financial Advisory Group, LLC Purchases in Q4 2024

Worth Financial Advisory Group, LLC

  • $162 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SFLR
Innovator Etfs Tr Equity Manag
74.1K
+ 216.76%
N/A
108K $3.53B
ETN
Eaton Corp PLC

Industrials
2.57K
+ 102.06%
$326.96 - $377.52 $842K - $972K
5.1K $1.69B
CB
Chubb LTD

Financial Services
2.56K
+ 98.61%
$271.57 - $301.89 $694K - $771K
5.15K $1.45B
Innovator Etfs Trust
18.9K
+ 118.17%
N/A
35K $1.02B
IOCT
Innovator Etfs Tr Intl Dev Pow
12K
New
N/A
12K $352M
QQQ
Invesco Qqq Trust, Series 1

ETFs
637
New
$481.22 - $538.17 $307K - $343K
637 $326M
SPYG
Spdr Portfolio

ETFs
3.14K
+ 108.3%
$81.74 - $91.38 $257K - $287K
6.05K $531M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
9.8K
+ 118.06%
N/A
18.1K $493M
MDT
Medtronic PLC

Healthcare
3.2K
New
$79.61 - $92.24 $255K - $295K
3.2K $273M
HYG
Ishares Tr

ETFs
3.01K
New
$78.09 - $80.04 $235K - $241K
3.01K $237M
Te Connectivity PLC
1.53K
New
N/A
1.53K $225M
VRT
Vertiv Holdings CO

Industrials
1.98K
New
N/A
1.98K $225M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.31K
New
$89.9 - $100.66 $208K - $233K
2.31K $209M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
304
+ 0.53%
$71.55 - $82.8 $21.8K - $25.2K
57.4K $4.31B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
7.29K
+ 35.02%
$24.94 - $26.14 $182K - $191K
28.1K $703M
NFLX
Netflix Inc

Communication Services
36
+ 6.06%
$687.65 - $936.56 $24.8K - $33.7K
630 $562M
Blackrock ETF Trust Ii
2.31K
+ 47.08%
N/A
7.22K $375M
AVGO
Broadcom Inc.

Technology
60
+ 4.33%
$159.67 - $250.0 $9.58K - $15K
1.45K $335M
EQIX
Equinix Inc

Real Estate
49
+ 6.3%
$865.69 - $985.0 $42.4K - $48.3K
827 $780M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
653
+ 8.58%
$61.63 - $71.89 $40.2K - $46.9K
8.27K $554M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
897
+ 9.77%
$49.97 - $54.88 $44.8K - $49.2K
10.1K $525M
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
1.81K
+ 12.25%
$17.11 - $20.73 $31K - $37.5K
16.6K $310M
GDIV
Harbor ETF Tr Divid Growth Lea

ETFs
4.13K
+ 6.56%
$15.07 - $15.75 $62.2K - $65K
67K $1.02B
AXP
American Express CO

Financial Services
4
+ 0.24%
$267.35 - $305.57 $1.07K - $1.22K
1.65K $489M
VIG
Vanguard Dividend Appreciation

ETFs
231
+ 7.66%
N/A
3.25K $636M
IVW
Ishares S&P 500 Growth ETF

ETFs
63
+ 1.2%
$94.43 - $105.47 $5.95K - $6.64K
5.3K $538M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
660
+ 9.86%
$63.01 - $68.55 $41.6K - $45.2K
7.35K $465M
JGRO
J P Morgan Exchange Traded Fd
196
+ 5.13%
N/A
4.02K $326M
JNK
Spdr Bloomberg High Yield Bond

ETFs
383
+ 11.86%
$94.77 - $97.36 $36.3K - $37.3K
3.61K $345M
DVY
Ishares Tr

ETFs
210
+ 13.05%
$129.55 - $143.41 $27.2K - $30.1K
1.82K $239M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
404
+ 8.04%
$50.53 - $55.55 $20.4K - $22.4K
5.43K $277M
TMUS
T Mobile Us, Inc.

Communication Services
4
+ 0.36%
$206.1 - $246.94 $824 - $988
1.13K $249M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
201
+ 3.71%
$91.29 - $91.8 $18.3K - $18.5K
5.61K $513M
PANW
Palo Alto Networks Inc

Technology
1.52K
+ 92.36%
$181.96 - $405.9 $277K - $618K
3.17K $577M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
589
+ 11.16%
$43.84 - $48.76 $25.8K - $28.7K
5.87K $258M
SRLN
Ssga Active Trust

ETFs
133
+ 1.27%
$41.48 - $42.08 $5.52K - $5.6K
10.6K $444M
CGUS
Capital Group Core Equity ETF
15
+ 0.25%
$33.96 - $36.24 $509 - $544
6.1K $213M
QDF
Flexshares Quality Dividend In

ETFs
42
+ 0.91%
$70.4 - $73.87 $2.96K - $3.1K
4.68K $330M
IGF
Ishares Global Infrastructure

ETFs
148
+ 2.38%
$51.2 - $55.7 $7.58K - $8.24K
6.37K $333M
AOM
Ishares Tr Core Moderate Alloc

ETFs
42
+ 0.63%
$43.44 - $45.05 $1.82K - $1.89K
6.7K $291M
XLE
Energy Sector Spdr

ETFs
50
+ 0.62%
$83.32 - $97.27 $4.17K - $4.86K
8.12K $695M
QINT
American Centy ETF Tr Quality

ETFs
137
+ 2.39%
$47.57 - $51.38 $6.52K - $7.04K
5.88K $281M
RTX
Raytheon Technologies Corp

Industrials
11
+ 0.27%
$114.45 - $127.21 $1.26K - $1.4K
4.12K $477M
LMT
Lockheed Martin Corp

Industrials
41
+ 9.09%
$479.66 - $614.62 $19.7K - $25.2K
492 $239M
AOA
Ishares Tr Core Aggressive All

ETFs
11
+ 0.07%
$76.61 - $79.88 $843 - $879
15.1K $1.16B
DHR
Danaher Corp

Healthcare
6
+ 0.61%
$226.16 - $274.52 $1.36K - $1.65K
984 $226M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
84.1K
+ 198.84%
$26.93 - $84.95 $2.26M - $7.14M
126K $3.45B
AMAT
Applied Materials Inc

Technology
106
+ 2.24%
$161.44 - $213.89 $17.1K - $22.7K
4.84K $787M
CGXU
Capital Group Intl Focus Equit

ETFs
4.17K
+ 3.0%
$24.67 - $26.94 $103K - $112K
143K $3.53B
Activity Summary
Buys All Purchases 51 New Holdings 8 Increased Positions 43 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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