Worth Financial Advisory Group, LLC Incresed Positions in Q2 2025

Worth Financial Advisory Group, LLC

  • $163 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VALQ
American Centy ETF Tr Stoxx Us

ETFs
715
+ 9.62%
$54.09 - $62.05 $38.7K - $44.4K
8.15K $505M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
535
+ 5.99%
$56.84 - $65.5 $30.4K - $35K
9.47K $620M
JGRO
J P Morgan Exchange Traded Fd
52
+ 1.36%
N/A
3.88K $334M
SPMD
Spdr Portfolio

ETFs
131
+ 0.96%
$44.89 - $54.38 $5.88K - $7.12K
13.8K $748M
XLF
Financial Sector Spdr

ETFs
207
+ 1.34%
$43.92 - $52.37 $9.09K - $10.8K
15.7K $822M
CSCO
Cisco Systems, Inc.

Technology
147
+ 3.1%
$53.19 - $69.38 $7.82K - $10.2K
4.88K $339M
CGUS
Capital Group Core Equity ETF
28
+ 0.25%
$29.93 - $36.93 $838 - $1.03K
11.1K $411M
BX
Blackstone Inc.

Financial Services
24
+ 0.69%
$120.07 - $151.11 $2.88K - $3.63K
3.49K $522M
QINT
American Centy ETF Tr Quality

ETFs
18
+ 0.32%
$46.54 - $58.35 $838 - $1.05K
5.57K $324M
ACWF
Ishares Msci Global Multifacto

ETFs
57
+ 0.94%
N/A
6.12K $295M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
328
+ 4.9%
$32.0 - $39.87 $10.5K - $13.1K
7.03K $280M
CVS
Cvs Health Corp

Healthcare
272
+ 4.21%
$60.04 - $70.18 $16.3K - $19.1K
6.74K $465M
MCD
Mcdonalds Corp

Consumer Cyclical
188
+ 13.06%
$285.55 - $321.23 $53.7K - $60.4K
1.63K $475M
EQIX
Equinix Inc

Real Estate
32
+ 5.3%
$740.07 - $914.43 $23.7K - $29.3K
636 $506M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
1
+ 0.05%
$140.84 - $163.09 $141 - $163
1.97K $321M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
12
+ 0.21%
$43.28 - $50.37 $519 - $604
5.6K $281M
JEPI
J P Morgan Exchange Traded Fd

ETFs
409
+ 0.59%
$51.14 - $57.0 $20.9K - $23.3K
69.4K $3.95B
DHR
Danaher Corp

Healthcare
53
+ 4.64%
$174.64 - $205.16 $9.26K - $10.9K
1.2K $236M
NEE
Nextera Energy Inc

Utilities
92
+ 2.04%
$64.11 - $75.0 $5.9K - $6.9K
4.6K $320M
CB
Chubb LTD

Financial Services
118
+ 4.12%
$274.32 - $302.46 $32.4K - $35.7K
2.98K $863M
LLY
Eli Lilly & CO

Healthcare
67
+ 5.49%
$713.71 - $898.95 $47.8K - $60.2K
1.29K $1B
CVX
Chevron Corp

Energy
378
+ 14.74%
$133.73 - $168.51 $50.5K - $63.7K
2.94K $421M
MDT
Medtronic PLC

Healthcare
83
+ 1.07%
$80.68 - $88.86 $6.7K - $7.38K
7.8K $680M
IYH
Ishares Tr

ETFs
395
+ 2.52%
$53.97 - $60.17 $21.3K - $23.8K
16.1K $908M
XLE
Energy Sector Spdr

ETFs
229
+ 2.78%
$76.44 - $94.13 $17.5K - $21.6K
8.45K $717M
ABBV
Abb Vie Inc.

Healthcare
33
+ 1.1%
$170.16 - $206.27 $5.62K - $6.81K
3.04K $564M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.66K
+ 1.34%
$24.32 - $27.87 $40.3K - $46.2K
126K $3.33B
TMO
Thermo Fisher Scientific Inc.

Healthcare
8
+ 0.5%
$390.26 - $489.06 $3.12K - $3.91K
1.61K $653M
AAPL
Apple Inc.

Technology
1.08K
+ 4.22%
$172.42 - $223.89 $186K - $242K
26.7K $5.48B
Activity Summary
Buys All Purchases 93 New Holdings 13 Increased Positions 80 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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