Worth Financial Advisory Group, LLC Sells in Q4 2024

Worth Financial Advisory Group, LLC

  • $162 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DIS
Walt Disney CO

Communication Services
-768
- 27.56%
$92.39 - $117.6 $71K - $90.3K
2.02K $225M
HAL
Halliburton CO

Energy
-950
- 10.29%
$25.77 - $31.99 $24.5K - $30.4K
8.28K $225M
IVE
Ishares S&P 500 Value ETF

ETFs
-130
- 5.55%
$189.5 - $206.17 $24.6K - $26.8K
2.21K $422M
ORCL
Oracle Corp

Technology
-80
- 1.3%
$165.41 - $192.43 $13.2K - $15.4K
6.06K $1.01B
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-425
- 3.7%
$21.96 - $24.21 $9.33K - $10.3K
11.1K $246M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-1.09K
- 9.98%
$36.63 - $37.8 $39.7K - $41K
9.79K $367M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-310
- 12.92%
$124.26 - $134.12 $38.5K - $41.6K
2.09K $269M
ABT
Abbott Laboratories

Healthcare
-230
- 3.6%
$111.93 - $119.39 $25.7K - $27.5K
6.16K $697M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-257
- 1.41%
$50.62 - $52.07 $13K - $13.4K
17.9K $914M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-257
- 6.13%
$69.58 - $74.87 $17.9K - $19.2K
3.94K $276M
COP
Conocophillips

Energy
-97
- 4.47%
$95.12 - $114.72 $9.23K - $11.1K
2.07K $206M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-25
- 2.79%
$442.29 - $483.08 $11.1K - $12.1K
872 $395M
CVX
Chevron Corp

Energy
-61
- 2.19%
$141.15 - $162.53 $8.61K - $9.91K
2.72K $395M
ACWF
Ishares Msci Global Multifacto

ETFs
-132
- 2.07%
N/A
6.25K $271M
ABNB
Airbnb, Inc.

Consumer Cyclical
-265
- 5.59%
$125.36 - $147.37 $33.2K - $39.1K
4.48K $588M
SPMD
Spdr Portfolio

ETFs
-240
- 1.46%
$54.13 - $59.56 $13K - $14.3K
16.2K $887M
VALQ
American Centy ETF Tr Stoxx Us

ETFs
-17
- 0.23%
$60.7 - $64.63 $1.03K - $1.1K
7.46K $455M
GOOGL
Alphabet Inc.

Communication Services
-459
- 13.88%
$161.86 - $196.66 $74.3K - $90.3K
2.85K $539M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-125
- 1.35%
$26.55 - $27.32 $3.32K - $3.42K
9.13K $244M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-14
- 0.45%
$88.59 - $94.57 $1.24K - $1.32K
3.06K $272M
VXF
Vanguard Extended Market ETF

ETFs
-301
- 4.78%
$179.17 - $207.15 $53.9K - $62.4K
6K $1.14B
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
-415
- 3.07%
$33.71 - $34.99 $14K - $14.5K
13.1K $452M
CSCO
Cisco Systems, Inc.

Technology
-688
- 11.6%
$52.45 - $60.02 $36.1K - $41.3K
5.24K $310M
Innovator Etfs Trust
-400
- 4.78%
N/A
7.98K $217M
FDX
Fedex Corp

Industrials
-42
- 3.94%
$260.5 - $305.15 $10.9K - $12.8K
1.02K $288M
META
Meta Platforms, Inc.

Communication Services
-53
- 2.11%
$554.08 - $632.68 $29.4K - $33.5K
2.46K $1.44B
XLF
Financial Sector Spdr

ETFs
-787
- 4.92%
$44.89 - $51.34 $35.3K - $40.4K
15.2K $735M
WMT
Walmart Inc.

Consumer Defensive
-781
- 9.05%
$79.1 - $95.7 $61.8K - $74.7K
7.85K $709M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-579
- 1.57%
$66.77 - $71.52 $38.7K - $41.4K
36.3K $2.5B
MAR
Marriott International Inc

Consumer Cyclical
-38
- 3.57%
$246.06 - $292.59 $9.35K - $11.1K
1.03K $286M
BAC
Bank Of America Corp

Financial Services
-963
- 4.93%
$39.22 - $47.77 $37.8K - $46K
18.6K $816M
NOW
Service Now, Inc.

Technology
-11
- 1.83%
$867.18 - $1148.42 $9.54K - $12.6K
590 $625M
SOFI
So Fi Technologies, Inc.

Financial Services
-150
- 1.09%
$7.63 - $16.88 $1.14K - $2.53K
13.6K $210M
TSLA
Tesla, Inc.

Consumer Cyclical
-105
- 10.29%
$213.65 - $479.86 $22.4K - $50.4K
915 $370M
BX
Blackstone Inc.

Financial Services
-29
- 0.5%
$148.45 - $199.05 $4.31K - $5.77K
5.78K $996M
V
Visa Inc.

Financial Services
-97
- 2.67%
$273.87 - $320.91 $26.6K - $31.1K
3.54K $1.12B
CRM
Salesforce, Inc.

Technology
-44
- 1.8%
$270.87 - $367.87 $11.9K - $16.2K
2.39K $800M
GOOG
Alphabet Inc.

Communication Services
-322
- 2.81%
$163.08 - $198.16 $52.5K - $63.8K
11.1K $2.12B
NVDA
Nvidia Corp

Technology
-163
- 0.73%
$117.0 - $148.88 $19.1K - $24.3K
22.1K $2.96B
JPM
Jpmorgan Chase & CO

Financial Services
-813
- 4.39%
$205.18 - $250.29 $167K - $203K
17.7K $4.25B
AMZN
Amazon Com Inc

Consumer Cyclical
-469
- 1.44%
$180.88 - $232.93 $84.8K - $109K
32.1K $7.05B
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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