Net Worth Advisory Group Purchases in Q3 2024

Net Worth Advisory Group

  • $337 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LDOS
Leidos Holdings, Inc.

Technology
6.47K
New
$142.66 - $163.02 $923K - $1.05M
6.47K $1.05B
WMT
Walmart Inc.

Consumer Defensive
13K
New
$66.91 - $81.4 $873K - $1.06M
13K $1.05B
IVW
Ishares S&P 500 Growth ETF

ETFs
10.8K
New
$84.77 - $97.13 $912K - $1.05M
10.8K $1.03B
DGX
Quest Diagnostics Inc

Healthcare
6.43K
New
$137.09 - $137.09 $882K - $882K
6.43K $999M
AZPN
Aspen Technology, Inc.

Technology
4.16K
New
$172.9 - $239.26 $719K - $994K
4.16K $993M
ORCL
Oracle Corp

Technology
5.69K
New
$125.9 - $170.35 $716K - $968K
5.69K $969M
NOW
Service Now, Inc.

Technology
1.08K
New
$730.87 - $937.36 $787K - $1.01M
1.08K $963M
FCX
Freeport Mcmoran Inc

Basic Materials
19.3K
New
$39.52 - $51.92 $761K - $1M
19.3K $961M
GLD
Spdr Gold Trust

ETFs
3.95K
New
$215.56 - $246.98 $852K - $976K
3.95K $961M
AER
Aer Cap Holdings N.V.

Industrials
10K
New
$86.24 - $98.28 $865K - $985K
10K $950M
GS
Goldman Sachs Group Inc

Financial Services
1.85K
New
$459.02 - $510.25 $850K - $944K
1.85K $916M
COST
Costco Wholesale Corp

Consumer Defensive
1K
New
$801.83 - $917.05 $805K - $921K
1K $890M
ARW
Arrow Electronics Inc

Technology
6.65K
New
$117.29 - $135.1 $780K - $898K
6.65K $883M
ASML
Asml Holding Nv

Technology
1.06K
New
$749.82 - $1098.95 $791K - $1.16M
1.06K $879M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.91K
New
$405.19 - $478.57 $774K - $914K
1.91K $878M
WFC
Wells Fargo & Company

Financial Services
15.3K
New
$51.58 - $60.97 $790K - $934K
15.3K $865M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
36.8K
New
$22.38 - $23.66 $823K - $870K
36.8K $863M
JCI
Johnson Controls International PLC

Industrials
11K
New
$65.52 - $77.61 $724K - $857K
11K $857M
VST
Vistra Corp.

Utilities
7.21K
New
$69.0 - $119.06 $497K - $858K
7.21K $854M
VTV
Vanguard Value ETF

ETFs
4.88K
New
$159.75 - $174.57 $779K - $851K
4.88K $851M
MS
Morgan Stanley

Financial Services
8.13K
New
$92.07 - $106.96 $749K - $870K
8.13K $848M
CVX
Chevron Corp

Energy
5.71K
New
$137.88 - $161.97 $787K - $925K
5.71K $841M
UBS
Ubs Group Ag

Financial Services
27.1K
New
$27.97 - $31.42 $758K - $852K
27.1K $838M
ALL
Allstate Corp

Financial Services
4.39K
New
$158.43 - $192.86 $696K - $847K
4.39K $833M
CEG
Constellation Energy Corp

Utilities
3.19K
New
$167.08 - $262.86 $533K - $839K
3.19K $830M
NVS
Novartis Ag

Healthcare
7.15K
New
$106.13 - $120.89 $759K - $864K
7.15K $822M
RIO
Rio Tinto PLC

Basic Materials
11.5K
New
$59.71 - $71.21 $688K - $821K
11.5K $821M
AME
Ametek Inc

Industrials
4.75K
New
$152.74 - $176.01 $725K - $836K
4.75K $815M
LLY
Eli Lilly & CO

Healthcare
919
New
$772.14 - $960.02 $710K - $882K
919 $814M
ELV
Elevance Health, Inc.

Healthcare
1.55K
New
$500.12 - $562.29 $777K - $874K
1.55K $808M
ISRG
Intuitive Surgical Inc

Healthcare
1.63K
New
$416.14 - $494.01 $677K - $804K
1.63K $800M
PM
Philip Morris International Inc.

Consumer Defensive
6.55K
New
$101.25 - $127.45 $663K - $834K
6.55K $795M
COP
Conocophillips

Energy
7.52K
New
$102.3 - $116.61 $769K - $876K
7.52K $791M
ANET
Arista Networks, Inc.

Technology
2.06K
New
$311.42 - $388.21 $640K - $798K
2.06K $789M
IEMG
Ishares Inc

ETFs
13.7K
New
$53.64 - $53.64 $734K - $734K
13.7K $786M
AXS
Axis Capital Holdings LTD

Financial Services
9.82K
New
$69.04 - $79.88 $678K - $784K
9.82K $781M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
35.4K
New
$20.27 - $20.27 $718K - $718K
35.4K $778M
TDY
Teledyne Technologies Inc

Technology
1.78K
New
$381.47 - $437.71 $677K - $777K
1.78K $777M
NFLX
Netflix Inc

Communication Services
1.1K
New
$598.55 - $722.26 $655K - $791K
1.1K $777M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
18.8K
New
$36.02 - $41.68 $677K - $784K
18.8K $776M
AZO
Autozone Inc

Consumer Cyclical
246
New
$2815.0 - $3212.87 $692K - $790K
246 $776M
OXY
Occidental Petroleum Corp

Energy
15K
New
$49.91 - $63.73 $750K - $958K
15K $775M
GOOGL
Alphabet Inc.

Communication Services
4.67K
New
$148.65 - $191.18 $694K - $893K
4.67K $774M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$610460.0 - $715910.0 $610K - $716K
1 $772M
EFV
Msci Eafe Value ETF

ETFs
13.2K
New
$51.72 - $57.96 $683K - $765K
13.2K $760M
QCOM
Qualcomm Inc

Technology
4.44K
New
$156.12 - $209.64 $693K - $930K
4.44K $755M
FISV
Fiserv Inc

Technology
4.17K
New
N/A
4.17K $749M
PSX
Phillips 66

Energy
5.67K
New
$125.0 - $147.17 $709K - $834K
5.67K $745M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
15.6K
New
$41.9 - $48.26 $652K - $751K
15.6K $745M
Activity Summary
Buys All Purchases 386 New Holdings 386 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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