Net Worth Advisory Group Purchases in Q2 2025

Net Worth Advisory Group

  • $451 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MPWR
Monolithic Power Systems Inc

Technology
720
+ 110.43%
$455.19 - $737.73 $328K - $531K
1.37K $1B
AVGO
Broadcom Inc.

Technology
592
+ 14.25%
$146.29 - $275.65 $86.6K - $163K
4.75K $1.31B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
6.98K
New
$70.44 - $86.87 $491K - $606K
6.98K $606M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.68K
New
$55.54 - $69.09 $482K - $599K
8.68K $599M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
7.46K
New
$66.87 - $79.47 $499K - $593K
7.46K $592M
CASY
Caseys General Stores Inc

Consumer Cyclical
1.02K
+ 106.28%
$415.82 - $510.91 $422K - $519K
1.97K $1.01B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
23.9K
New
$22.68 - $23.28 $543K - $557K
23.9K $556M
KR
Kroger CO

Consumer Defensive
7.64K
New
$64.62 - $74.0 $494K - $565K
7.64K $548M
MPC
Marathon Petroleum Corp

Energy
2.34K
+ 30.4%
$118.55 - $170.08 $277K - $397K
10K $1.66B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.44K
New
$116.93 - $119.39 $519K - $530K
4.44K $528M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.64K
+ 168.24%
$219.76 - $276.94 $360K - $453K
2.61K $723M
MMM
3 M CO

Industrials
3.03K
+ 177.01%
$126.09 - $154.15 $383K - $468K
4.75K $723M
GOOG
Alphabet Inc.

Communication Services
990
+ 7.1%
$146.58 - $180.01 $145K - $178K
14.9K $2.65B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.61K
+ 26.17%
$96.84 - $99.46 $446K - $458K
22.2K $2.2B
Fidelity Covington Trust
12.9K
New
N/A
12.9K $445M
XOM
Exxon Mobil Corp

Energy
4.93K
+ 62.69%
$99.93 - $119.04 $492K - $586K
12.8K $1.38B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
21.3K
+ 138.6%
$20.16 - $20.49 $430K - $437K
36.7K $752M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
21.5K
+ 133.84%
$19.44 - $19.56 $417K - $420K
37.5K $732M
VEU
Vanguard Ftse All World Ex Us

ETFs
6.04K
New
$54.19 - $67.22 $327K - $406K
6.04K $406M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
4.17K
New
$75.29 - $91.16 $314K - $380K
4.17K $376M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7K
New
$45.11 - $52.34 $316K - $366K
7K $366M
ABBV
Abb Vie Inc.

Healthcare
2.43K
+ 66.21%
$170.16 - $206.27 $414K - $502K
6.11K $1.13B
MU
Micron Technology Inc

Technology
2.94K
New
$64.72 - $127.91 $190K - $376K
2.94K $362M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
16.2K
New
$17.76 - $22.1 $287K - $357K
16.2K $357M
QCOM
Qualcomm Inc

Technology
2.07K
+ 46.24%
$124.66 - $159.48 $259K - $331K
6.56K $1.04B
GS
Goldman Sachs Group Inc

Financial Services
68
+ 3.58%
$462.22 - $707.75 $31.4K - $48.1K
1.97K $1.39B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.38K
New
$65.84 - $80.81 $289K - $354K
4.38K $351M
EWBC
East West Bancorp Inc

Financial Services
3.47K
New
$71.03 - $101.75 $246K - $353K
3.47K $350M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
17.8K
+ 110.87%
$19.49 - $19.66 $346K - $349K
33.8K $664M
CSCO
Cisco Systems, Inc.

Technology
1.23K
+ 3.63%
$53.19 - $69.38 $65.4K - $85.3K
35.1K $2.43B
VGT
Vanguard Information Technolog

ETFs
514
New
$470.37 - $663.28 $242K - $341K
514 $341M
KLAC
Kla Corp

Technology
138
+ 14.7%
$576.53 - $902.94 $79.6K - $125K
1.08K $964M
ADBE
Adobe Inc.

Technology
809
+ 21.69%
$340.0 - $420.68 $275K - $340K
4.54K $1.76B
Amer Sports Inc
8.39K
New
N/A
8.39K $325M
WDC
Western Digital Corp

Technology
5.04K
New
$30.54 - $63.99 $154K - $322K
5.04K $322M
PTGX
Protagonist Therapeutics, Inc

Healthcare
5.82K
New
$40.89 - $56.37 $238K - $328K
5.82K $322M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.6K
New
$72.96 - $90.39 $262K - $325K
3.6K $321M
AXON
Axon Enterprise, Inc.

Industrials
376
New
$497.13 - $827.94 $187K - $311K
376 $311M
WFC
Wells Fargo & Company

Financial Services
2.33K
+ 15.77%
$60.98 - $80.12 $142K - $186K
17.1K $1.37B
TDS
Telephone & Data Systems Inc

Communication Services
8.55K
New
$31.74 - $39.52 $271K - $338K
8.55K $304M
ZION
Zions Bancorporation, National Association

Financial Services
5.85K
New
$41.39 - $51.94 $242K - $304K
5.85K $304M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
3.4K
New
$72.61 - $88.75 $247K - $302K
3.4K $302M
FIX
Comfort Systems Usa Inc

Industrials
557
New
$296.51 - $536.21 $165K - $299K
557 $299M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.67K
New
$90.56 - $109.49 $242K - $293K
2.67K $292M
ICLR
Icon PLC

Healthcare
1.98K
New
$126.62 - $168.7 $251K - $334K
1.98K $288M
TRGP
Targa Resources Corp.

Energy
1.65K
New
$157.32 - $205.72 $260K - $340K
1.65K $288M
BKNG
Booking Holdings Inc.

Consumer Cyclical
14
+ 8.05%
$4164.15 - $5789.24 $58.3K - $81K
188 $1.09B
SGOL
Abrdn Gold ETF Trust

ETFs
8.82K
New
$28.39 - $32.75 $250K - $289K
8.82K $278M
GLDM
World Gold Trust

ETFs
4.21K
New
$58.96 - $67.97 $248K - $286K
4.21K $276M
Activity Summary
Buys All Purchases 359 New Holdings 87 Increased Positions 272 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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