Worth Financial Advisory Group, LLC New Holdings in Q4 2025

Worth Financial Advisory Group, LLC

  • $206 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
108K
New
$46.57 - $47.16 $5.03M - $5.1M
108K $5.03B
IAU
Ishares Gold Trust

ETFs
19.6K
New
$72.65 - $82.5 $1.42M - $1.61M
19.6K $1.59B
LQD
Ishares Iboxx $ Investment Gra

ETFs
12.4K
New
$110.25 - $112.92 $1.37M - $1.4M
12.4K $1.37B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
30.3K
New
$42.66 - $43.29 $1.29M - $1.31M
30.3K $1.3B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
31K
New
$40.28 - $40.85 $1.25M - $1.27M
31K $1.25B
Blackrock ETF Trust Ii
20.3K
New
N/A
20.3K $1.07B
FMB
First Tr Exchange Traded Fd Ii

ETFs
14.9K
New
$50.75 - $51.37 $755K - $764K
14.9K $761M
EMB
Ishares Tr

ETFs
7.24K
New
$94.63 - $97.03 $685K - $702K
7.24K $697M
Harbor ETF Trust
15.1K
New
N/A
15.1K $622M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
23.4K
New
$25.75 - $26.12 $601K - $610K
23.4K $601M
SNOW
Snowflake Inc.

Technology
2.51K
New
$230.55 - $277.14 $579K - $696K
2.51K $551M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.68K
New
$91.46 - $91.76 $428K - $430K
4.68K $428M
ZTS
Zoetis Inc.

Healthcare
3.37K
New
$118.8 - $147.53 $401K - $498K
3.37K $425M
CEG
Constellation Energy Corp

Utilities
1.19K
New
$335.74 - $401.43 $400K - $478K
1.19K $420M
GLD
Spdr Gold Trust

ETFs
965
New
$354.79 - $403.15 $342K - $389K
965 $382M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
14.1K
New
$25.94 - $26.36 $365K - $371K
14.1K $364M
SRLN
Ssga Active Trust

ETFs
8.51K
New
$41.05 - $41.54 $349K - $354K
8.51K $351M
AOM
Ishares Tr Core Moderate Alloc

ETFs
7.31K
New
$47.0 - $48.26 $344K - $353K
7.31K $349M
Harris Oakmark ETF Trust
13K
New
N/A
13K $335M
Blackrock Inc
297
New
N/A
297 $318M
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
6.38K
New
$45.54 - $46.39 $290K - $296K
6.38K $291M
HYLS
First Tr Tactical High Yield L

ETFs
6.28K
New
$41.67 - $42.1 $262K - $264K
6.28K $263M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
5.72K
New
$44.38 - $44.96 $254K - $257K
5.72K $254M
IYLD
Ishares Tr Ishares Morningstar

ETFs
11.7K
New
$20.92 - $21.52 $244K - $251K
11.7K $250M
WDC
Western Digital Corp

Technology
1.45K
New
$113.13 - $174.22 $164K - $252K
1.45K $249M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.89K
New
$50.55 - $50.74 $247K - $248K
4.89K $247M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.08K
New
$56.33 - $59.22 $230K - $242K
4.08K $237M
First Tr Exchange Traded Fd
11.2K
New
N/A
11.2K $237M
CCJ
Cameco Corp

Energy
2.5K
New
$82.77 - $106.91 $207K - $268K
2.5K $229M
HYG
Ishares Tr

ETFs
2.78K
New
$79.95 - $81.28 $222K - $226K
2.78K $224M
Lam Research Corp
1.31K
New
N/A
1.31K $223M
IBM
International Business Machines Corp

Technology
732
New
$275.97 - $314.98 $202K - $231K
732 $217M
ISRG
Intuitive Surgical Inc

Healthcare
372
New
$429.59 - $576.2 $160K - $214K
372 $211M
TAFI
Ab Active Etfs Inc Tax Aware S
8.11K
New
N/A
8.11K $204M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
11K
New
$13.16 - $13.86 $145K - $152K
11K $146M
Activity Summary
Buys All Purchases 113 New Holdings 36 Increased Positions 77 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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