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
ATEC
Alphatec Holdings, Inc.

Healthcare
237
+ 1.83%
$9.06 - $12.53 $2.15K - $2.97K
13.2K $134M
IJK
Ishares S&P Midcap 400 Growth

ETFs
618
+ 12.82%
$81.62 - $96.63 $50.4K - $59.7K
5.44K $453M
BSY
Bentley Systems Inc

Technology
1.28K
+ 25.26%
$39.34 - $47.7 $50.3K - $61K
6.34K $249M
AFG
American Financial Group Inc

Financial Services
201
+ 8.42%
$119.82 - $138.45 $24.1K - $27.8K
2.59K $340M
Cooper Cos Inc
908
+ 10.63%
N/A
9.45K $797M
VOT
Vanguard Mid Cap Growth Index

ETFs
121
+ 6.25%
$237.72 - $276.98 $28.8K - $33.5K
2.06K $503M
Lam Research Corp
86
+ 1.36%
N/A
6.42K $467M
BDX
Becton Dickinson & CO

Healthcare
14
+ 0.56%
$222.79 - $249.08 $3.12K - $3.49K
2.53K $579M
VOOV
Vanguard S&P 500 Value ETF

ETFs
47
+ 2.05%
$179.71 - $192.06 $8.45K - $9.03K
2.34K $431M
PEG
Public Service Enterprise Group Inc

Utilities
148
+ 5.56%
$78.2 - $90.39 $11.6K - $13.4K
2.81K $231M
LYV
Live Nation Entertainment, Inc.

Communication Services
14
+ 0.72%
$115.79 - $154.66 $1.62K - $2.17K
1.97K $257M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
47
+ 0.71%
$47.33 - $47.92 $2.22K - $2.25K
6.66K $317M
OXY
Occidental Petroleum Corp

Energy
81
+ 0.68%
$45.45 - $52.7 $3.68K - $4.27K
12K $594M
AES
Aes Corp

Utilities
776
+ 4.76%
$9.93 - $13.23 $7.71K - $10.3K
17.1K $212M
PVI
Invesco Vrdo Tax Free ETF

ETFs
43
+ 0.5%
$24.73 - $24.89 $1.06K - $1.07K
8.71K $216M
BPOP
Popular, Inc.

Financial Services
80
+ 2.39%
$87.14 - $106.33 $6.97K - $8.51K
3.42K $316M
VBR
Vanguard Small Cap Value ETF

ETFs
87
+ 7.07%
$183.02 - $207.75 $15.9K - $18.1K
1.32K $246M
CSTM
Constellium Se

Basic Materials
380
+ 2.95%
$9.07 - $12.27 $3.45K - $4.66K
13.3K $134M
MGA
Magna International Inc

Consumer Cyclical
1.32K
+ 23.32%
$33.99 - $41.85 $44.9K - $55.3K
6.99K $238M
Te Connectivity PLC
24
+ 1.18%
N/A
2.06K $291M
MSCI
Msci Inc.

Financial Services
39
+ 6.18%
$541.46 - $628.34 $21.1K - $24.5K
670 $379M
AIZ
Assurant, Inc.

Financial Services
23
+ 1.5%
$198.92 - $218.67 $4.58K - $5.03K
1.56K $328M
FCX
Freeport Mcmoran Inc

Basic Materials
55
+ 0.35%
$34.5 - $43.01 $1.9K - $2.37K
15.6K $590M
ENS
Ener Sys

Industrials
10
+ 0.36%
$89.62 - $103.2 $896 - $1.03K
2.81K $257M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
95
+ 4.33%
$92.51 - $102.81 $8.79K - $9.77K
2.29K $212M
MRK
Merck & Co., Inc.

Healthcare
1.44K
+ 10.62%
$83.01 - $101.02 $120K - $146K
15K $1.35B
MUB
Ishares National Muni Bond ETF

ETFs
7
+ 0.21%
$104.71 - $107.69 $733 - $754
3.31K $349M
FANG
Diamondback Energy, Inc.

Energy
59
+ 1.61%
$139.9 - $180.18 $8.25K - $10.6K
3.73K $597M
SSL
Sasol LTD

Basic Materials
362
+ 1.79%
$4.07 - $5.4 $1.47K - $1.95K
20.6K $87M
PKI
Perkinelmer Inc

Healthcare
104
+ 3.71%
N/A
2.91K $308M
VICR
Vicor Corp

Technology
13
+ 0.29%
$46.78 - $64.71 $608 - $841
4.52K $212M
ROST
Ross Stores, Inc.

Consumer Cyclical
314
+ 15.83%
$123.3 - $154.95 $38.7K - $48.7K
2.3K $294M
VOYA
Voya Financial, Inc.

Financial Services
26
+ 0.28%
$65.1 - $75.67 $1.69K - $1.97K
9.22K $625M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
79
+ 4.72%
$121.0 - $142.28 $9.56K - $11.2K
1.75K $218M
VUG
Vanguard Growth ETF

ETFs
175
+ 9.4%
$369.1 - $427.61 $64.6K - $74.8K
2.04K $755M
TXT
Textron Inc

Industrials
46
+ 1.46%
$70.19 - $81.2 $3.23K - $3.74K
3.19K $231M
LAMR
Lamar Advertising CO

Real Estate
67
+ 2.76%
$110.65 - $132.9 $7.41K - $8.9K
2.5K $284M
SEM
Select Medical Holdings Corp

Healthcare
846
+ 6.41%
$16.56 - $20.38 $14K - $17.2K
14K $235M
GIL
Gildan Activewear Inc.

Consumer Cyclical
111
+ 1.48%
$44.19 - $55.09 $4.91K - $6.11K
7.63K $338M
AME
Ametek Inc

Industrials
129
+ 2.67%
$170.39 - $190.43 $22K - $24.6K
4.96K $854M
TXN
Texas Instruments Inc

Technology
47
+ 1.41%
N/A
3.38K $607M
IX
Orix Corp

Financial Services
9.09K
+ 373.77%
$20.44 - $107.42 $186K - $976K
11.5K $241M
AVT
Avnet Inc

Technology
122
+ 2.1%
$46.61 - $54.65 $5.69K - $6.67K
5.92K $285M
VBK
Vanguard Small Cap Growth ETF

ETFs
18
+ 1.88%
$247.97 - $296.33 $4.46K - $5.33K
973 $245M
GS
Goldman Sachs Group Inc

Financial Services
46
+ 2.48%
$524.81 - $672.19 $24.1K - $30.9K
1.9K $1.04B
GPN
Global Payments Inc

Industrials
57
+ 2.52%
$92.18 - $113.03 $5.25K - $6.44K
2.32K $227M
AYI
Acuity Brands Inc

Industrials
17
+ 1.57%
$257.8 - $337.07 $4.38K - $5.73K
1.1K $290M
MLM
Martin Marietta Materials Inc

Basic Materials
21
+ 2.16%
$460.39 - $552.64 $9.67K - $11.6K
993 $475M
CSL
Carlisle Companies Inc

Industrials
41
+ 2.78%
$326.43 - $408.24 $13.4K - $16.7K
1.52K $517M
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
Track This Portfolio

Track Net Worth Advisory Group Portfolio

Follow Net Worth Advisory Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Net Worth Advisory Group, based on Form 13F filings with the SEC.

News

Stay updated on Net Worth Advisory Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email