Worth Financial Advisory Group, LLC Purchases in Q1 2025

Worth Financial Advisory Group, LLC

  • $157 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SFLR
Innovator Etfs Tr Equity Manag
40.5K
+ 37.43%
N/A
149K $4.67B
LLY
Eli Lilly & CO

Healthcare
918
+ 302.97%
$725.72 - $929.72 $666K - $853K
1.22K $1.01B
UBER
Uber Technologies, Inc

Technology
4.58K
+ 18.74%
$63.17 - $81.49 $289K - $373K
29K $2.11B
GS
Goldman Sachs Group Inc

Financial Services
1.1K
New
$524.81 - $672.19 $575K - $737K
1.1K $599M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.19K
+ 283.49%
$497.6 - $606.74 $590K - $719K
1.6K $798M
Linde PLC
1.14K
New
N/A
1.14K $532M
WMT
Walmart Inc.

Consumer Defensive
5.65K
+ 72.03%
$84.5 - $105.05 $478K - $594K
13.5K $1.18B
HGER
Harbor ETF Tr All Weather Infl
18.8K
New
$22.23 - $24.05 $419K - $453K
18.8K $453M
MCD
Mcdonalds Corp

Consumer Cyclical
1.44K
New
$279.74 - $321.29 $403K - $462K
1.44K $450M
MDT
Medtronic PLC

Healthcare
4.52K
+ 141.28%
$79.84 - $94.5 $361K - $427K
7.72K $694M
SO
Southern CO

Utilities
4.03K
New
$80.96 - $92.96 $326K - $374K
4.03K $370M
MAR
Marriott International Inc

Consumer Cyclical
1.63K
+ 159.12%
$237.01 - $304.45 $387K - $497K
2.66K $633M
NEE
Nextera Energy Inc

Utilities
4.51K
New
$66.96 - $76.16 $302K - $344K
4.51K $320M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
14.7K
+ 81.36%
N/A
32.8K $804M
Innovator Etfs Trust
14K
+ 39.98%
N/A
48.9K $1.32B
NEM
Newmont Corp

Basic Materials
5.16K
New
$37.79 - $48.39 $195K - $249K
5.16K $249M
META
Meta Platforms, Inc.

Communication Services
470
+ 19.12%
$576.36 - $736.67 $271K - $346K
2.93K $1.69B
BA
Boeing CO

Industrials
1.45K
New
$148.15 - $186.25 $214K - $270K
1.45K $247M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
5.28K
+ 18.0%
$38.99 - $40.37 $206K - $213K
34.6K $1.4B
Innovator Etfs Trust
9.17K
New
N/A
9.17K $236M
OSEA
Harbor ETF Tr Harbor Intl Comp
8.9K
New
N/A
8.9K $236M
Ab Active Etfs Inc
3.32K
New
N/A
3.32K $234M
MEAR
Blackrock Short Maturity Munic

ETFs
4.59K
New
$49.97 - $50.36 $229K - $231K
4.59K $230M
PANW
Palo Alto Networks Inc

Technology
1.52K
+ 47.89%
$167.82 - $208.28 $255K - $316K
4.69K $800M
JNJ
Johnson & Johnson

Healthcare
1.27K
New
$142.06 - $167.7 $180K - $213K
1.27K $210M
XOM
Exxon Mobil Corp

Energy
684
+ 7.23%
$105.44 - $118.93 $72.1K - $81.3K
10.1K $1.21B
Blackrock ETF Trust Ii
3.51K
+ 48.65%
N/A
10.7K $562M
GDIV
Harbor ETF Tr Divid Growth Lea

ETFs
14.7K
+ 21.96%
$14.37 - $15.93 $211K - $234K
81.7K $1.19B
CVS
Cvs Health Corp

Healthcare
240
+ 3.85%
$44.22 - $68.64 $10.6K - $16.5K
6.47K $438M
CGUS
Capital Group Core Equity ETF
5K
+ 81.96%
$33.08 - $36.62 $165K - $183K
11.1K $371M
CGXU
Capital Group Intl Focus Equit

ETFs
7.51K
+ 5.24%
$24.48 - $26.59 $184K - $200K
151K $3.69B
Innovator Etfs Trust
5.59K
+ 53.01%
N/A
16.1K $413M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
151
+ 17.32%
$442.66 - $534.52 $66.8K - $80.7K
1.02K $545M
COST
Costco Wholesale Corp

Consumer Defensive
148
+ 52.48%
$890.62 - $1076.86 $132K - $159K
430 $407M
CRM
Salesforce, Inc.

Technology
1.07K
+ 44.86%
$268.36 - $359.95 $288K - $387K
3.47K $931M
QQQ
Invesco Qqq Trust, Series 1

ETFs
322
+ 50.55%
$468.34 - $539.52 $151K - $174K
959 $450M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.08K
+ 35.1%
$87.68 - $94.52 $94.3K - $102K
4.14K $388M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1.58K
+ 21.46%
$61.9 - $66.89 $97.7K - $106K
8.93K $567M
RTX
Raytheon Technologies Corp

Industrials
199
+ 4.83%
$114.1 - $135.66 $22.7K - $27K
4.32K $573M
AOA
Ishares Tr Core Aggressive All

ETFs
1.16K
+ 7.67%
$75.7 - $80.01 $87.6K - $92.6K
16.2K $1.24B
NOW
Service Now, Inc.

Technology
296
+ 50.17%
$783.83 - $1170.39 $232K - $346K
886 $705M
TMUS
T Mobile Us, Inc.

Communication Services
85
+ 7.54%
$211.3 - $272.83 $18K - $23.2K
1.21K $323M
XLE
Energy Sector Spdr

ETFs
108
+ 1.33%
$85.7 - $93.96 $9.26K - $10.1K
8.22K $769M
VIG
Vanguard Dividend Appreciation

ETFs
352
+ 10.84%
N/A
3.6K $698M
IYH
Ishares Tr

ETFs
235
+ 1.52%
$58.32 - $62.76 $13.7K - $14.7K
15.7K $955M
DVY
Ishares Tr

ETFs
333
+ 18.31%
$128.58 - $138.1 $42.8K - $46K
2.15K $289M
XLF
Financial Sector Spdr

ETFs
284
+ 1.87%
$47.32 - $52.19 $13.4K - $14.8K
15.5K $771M
COP
Conocophillips

Energy
229
+ 11.05%
$88.6 - $105.85 $20.3K - $24.2K
2.3K $242M
JPIN
Jp Morgan Diversified Return I

ETFs
106
+ 1.55%
$52.75 - $58.91 $5.59K - $6.24K
6.94K $397M
Activity Summary
Buys All Purchases 74 New Holdings 13 Increased Positions 61 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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