Net Worth Advisory Group Purchases in Q1 2025

Net Worth Advisory Group

  • $318 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
40.4K
+ 76.22%
$91.45 - $91.75 $3.69M - $3.71M
93.4K $8.57B
BKNG
Booking Holdings Inc.

Consumer Cyclical
174
New
$4295.4 - $5141.88 $747K - $895K
174 $802M
SPOT
Spotify Technology S.A.

Communication Services
1.34K
New
$457.79 - $648.32 $614K - $870K
1.34K $738M
LOW
Lowes Companies Inc

Consumer Cyclical
3.09K
+ 60.93%
$222.66 - $268.42 $688K - $829K
8.16K $1.9B
GFL
Gfl Environmental Inc.

Industrials
13.2K
New
$41.72 - $48.8 $551K - $644K
13.2K $638M
AXP
American Express CO

Financial Services
2.19K
New
$255.39 - $325.87 $560K - $714K
2.19K $590M
TIP
Ishares Tr Tips Bd ETF

ETFs
794
+ 0.74%
$106.22 - $111.09 $84.3K - $88.2K
108K $12B
SBUX
Starbucks Corp

Consumer Cyclical
5.72K
New
$91.75 - $115.81 $525K - $663K
5.72K $561M
EQIX
Equinix Inc

Real Estate
660
New
$803.0 - $959.97 $530K - $634K
660 $538M
IEF
Ishares Barclays

ETFs
2.4K
+ 2.27%
$91.17 - $95.39 $219K - $229K
108K $10.3B
NTRA
Natera, Inc.

Healthcare
3.57K
New
$132.63 - $177.0 $473K - $632K
3.57K $505M
SNAP
Snap Inc

Communication Services
56.4K
New
$8.37 - $12.57 $472K - $708K
56.4K $491M
PINS
Pinterest, Inc.

Communication Services
15.8K
New
$29.79 - $40.0 $470K - $632K
15.8K $490M
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
424K
New
$1.1 - $1.52 $466K - $645K
424K $471M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.2K
+ 1.47%
$97.25 - $104.79 $117K - $126K
82.6K $8.57B
DECK
Deckers Outdoor Corp

Consumer Cyclical
3.96K
New
$111.56 - $223.11 $442K - $883K
3.96K $443M
CVNA
Carvana Co.

Consumer Cyclical
2.12K
New
$166.52 - $285.33 $352K - $604K
2.12K $442M
VGIT
Vanguard Intermediate Term Tre

ETFs
4.85K
+ 4.59%
$57.44 - $59.4 $278K - $288K
110K $6.55B
CASY
Caseys General Stores Inc

Consumer Cyclical
955
New
$378.71 - $442.54 $362K - $423K
955 $414M
DKNG
Draft Kings Inc.

Consumer Cyclical
12K
New
$33.21 - $53.49 $398K - $641K
12K $398M
AMD
Advanced Micro Devices Inc

Technology
4.41K
+ 136.72%
$96.63 - $129.55 $426K - $571K
7.63K $784M
COIN
Coinbase Global, Inc.

Technology
2.29K
New
$172.23 - $301.3 $394K - $689K
2.29K $394M
MRVL
Marvell Technology, Inc.

Technology
5.8K
New
$61.57 - $126.06 $357K - $731K
5.8K $357M
BWX
Spdr Bloomberg International T

ETFs
8.5K
+ 2.44%
$20.94 - $22.04 $178K - $187K
357K $7.8B
CVX
Chevron Corp

Energy
1.42K
+ 30.96%
$146.71 - $167.97 $208K - $238K
6K $1B
CEG
Constellation Energy Corp

Utilities
2K
+ 66.46%
$201.63 - $347.44 $404K - $696K
5.02K $1.01B
TDG
Trans Digm Group Inc

Industrials
222
+ 93.67%
$1251.32 - $1394.11 $278K - $309K
459 $635M
BRO
Brown & Brown, Inc.

Financial Services
2.69K
New
$100.54 - $124.4 $270K - $335K
2.69K $334M
APP
App Lovin Corp

Technology
1.24K
New
$238.08 - $510.13 $295K - $633K
1.24K $328M
JNJ
Johnson & Johnson

Healthcare
608
+ 5.74%
$142.06 - $167.7 $86.4K - $102K
11.2K $1.86B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
847
+ 27.35%
$208.48 - $244.03 $177K - $207K
3.94K $962M
BR
Broadridge Financial Solutions, Inc.

Technology
1.25K
New
$221.46 - $244.83 $277K - $306K
1.25K $303M
AEE
Ameren Corp

Utilities
3.02K
New
$86.87 - $103.67 $262K - $313K
3.02K $303M
OKE
Oneok Inc

Energy
3.04K
New
$89.57 - $109.85 $272K - $334K
3.04K $302M
V
Visa Inc.

Financial Services
156
+ 2.25%
$306.92 - $362.71 $47.9K - $56.6K
7.1K $2.49B
CORP
Pimco Investment Grade Corp Bd

ETFs
1.35K
+ 1.4%
$93.89 - $97.32 $126K - $131K
97.2K $9.41B
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
5.16K
New
$48.65 - $66.04 $251K - $341K
5.16K $275M
FTV
Fortive Corp

Technology
3.7K
New
$71.82 - $82.98 $266K - $307K
3.7K $271M
NXPI
Nxp Semiconductors N.V.

Technology
1.51K
+ 129.6%
$189.99 - $245.86 $286K - $370K
2.67K $507M
PM
Philip Morris International Inc.

Consumer Defensive
60
+ 0.91%
$117.15 - $158.79 $7.03K - $9.53K
6.69K $1.06B
CB
Chubb LTD

Financial Services
656
+ 27.17%
$257.71 - $301.99 $169K - $198K
3.07K $927M
CDW
Cdw Corp

Technology
1.58K
New
$160.26 - $206.13 $254K - $327K
1.58K $254M
MCD
Mcdonalds Corp

Consumer Cyclical
612
+ 28.61%
$279.74 - $321.29 $171K - $197K
2.75K $859M
MA
Mastercard Inc

Financial Services
376
+ 24.97%
$504.67 - $576.31 $190K - $217K
1.88K $1.03B
X
United States Steel Corp

Basic Materials
5.64K
New
$30.47 - $43.0 $172K - $242K
5.64K $238M
CDNS
Cadence Design Systems Inc

Technology
1.18K
+ 82.04%
$233.96 - $324.52 $277K - $384K
2.63K $668M
BSX
Boston Scientific Corp

Healthcare
1.8K
+ 40.34%
$89.38 - $106.18 $161K - $191K
6.27K $632M
CI
Cigna Corp

Healthcare
176
+ 5.37%
$274.49 - $329.0 $48.3K - $57.9K
3.46K $1.14B
VZ
Verizon Communications Inc

Communication Services
5.09K
New
$37.81 - $46.49 $192K - $236K
5.09K $231M
Activity Summary
Buys All Purchases 230 New Holdings 42 Increased Positions 188 Sells All Sells 135 Reductions 135 Sold out 0 Options Calls 0 Puts 0
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