Net Worth Advisory Group Purchases and Sells in Q4 2024

Net Worth Advisory Group

$329 Billion
Q4 2024

Top Buys

Incresed Positions

157 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	3.52K + 118.54%	$567.81 - $607.81 $2M - $2.14M	6.48K $3.8B
VTI	6.22K + 259.84%	$280.04 - $302.45 $1.74M - $1.88M	8.61K $2.5B
SHV	15.4K + 38.56%	$109.92 - $110.57 $1.69M - $1.7M	55.2K $6.07B
BND	8.55K + 32.9%	$71.75 - $75.11 $614K - $642K	34.5K $2.48B
VTEB	10.2K + 174.87%	$49.79 - $51.14 $508K - $522K	16K $804M
WFC	2.85K + 18.58%	$54.98 - $77.35 $156K - $220K	18.2K $1.28B

New Holdings

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ARISTA NETWORKS INC	7.94K New	N/A	7.94K $878M
LAM RESEARCH CORP	6.33K New	N/A	6.33K $457M
BPOP	3.34K New	$88.46 - $102.59 $296K - $343K	3.34K $314M
KEY	17.3K New	$16.21 - $19.97 $281K - $346K	17.3K $297M
MMM	2.06K New	$124.74 - $137.12 $257K - $282K	2.06K $266M
TDS	7.61K New	$22.86 - $35.22 $174K - $268K	7.61K $259M

Top Sells

Reduced Positions

201 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BWX	-13.8K - 3.8%	$21.39 - $23.3 $295K - $321K	348K $7.45B
REGN	-262 - 13.46%	$701.85 - $1046.91 $184K - $274K	1.68K $1.2B
IEF	-1.08K - 1.01%	$92.08 - $98.18 $99.6K - $106K	106K $9.77B
LQD	-949 - 1.03%	$106.56 - $113.11 $101K - $107K	91.2K $9.74B
VGIT	-4.93K - 4.46%	$57.78 - $60.4 $285K - $297K	105K $6.12B
TIP	-1.03K - 0.95%	$106.33 - $110.69 $110K - $114K	107K $11.4B

Activity Summary All Purchases 182 New Holdings 25 Increased Positions 157 All Sells 201 Reductions 201 Sold out 0 Calls 0 Puts 0

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