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
IWS
Ishares Russell Midcap Value E

ETFs
1.55K
New
$110.58 - $132.14 $171K - $205K
1.55K $205M
SWKS
Skyworks Solutions, Inc.

Technology
2.73K
New
$49.2 - $74.95 $134K - $205K
2.73K $204M
STT
State Street Corp

Financial Services
1.91K
New
$75.33 - $106.34 $144K - $203K
1.91K $203M
LEA
Lear Corp

Consumer Cyclical
2.14K
New
$75.18 - $95.54 $161K - $204K
2.14K $203M
PPLT
Abrdn Platinum ETF Trust

ETFs
1.64K
New
N/A
1.64K $201M
NVT
N Vent Electric PLC

Industrials
108
+ 1.19%
$45.2 - $73.35 $4.88K - $7.92K
9.21K $675M
ETN
Eaton Corp PLC

Industrials
22
+ 1.02%
$246.52 - $356.99 $5.42K - $7.85K
2.19K $780M
PM
Philip Morris International Inc.

Consumer Defensive
177
+ 2.65%
$149.23 - $184.95 $26.4K - $32.7K
6.86K $1.25B
WST
West Pharmaceutical Services Inc

Healthcare
922
+ 32.33%
$190.39 - $227.7 $176K - $210K
3.77K $826M
ORLA
Orla Mining Ltd.

Basic Materials
18K
New
$8.21 - $12.35 $148K - $222K
18K $180M
IWF
Ishares Russell 1000 Gr ETF

ETFs
228
+ 18.6%
$320.42 - $424.58 $73.1K - $96.8K
1.45K $617M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.36K
+ 18.36%
$39.89 - $49.46 $94.3K - $117K
15.2K $754M
SLV
I Shares Silver Trust

ETFs
4.61K
+ 61.28%
$27.08 - $33.74 $125K - $156K
12.1K $398M
CVE
Cenovus Energy Inc.

Energy
12K
New
$10.58 - $14.83 $127K - $177K
12K $163M
DGX
Quest Diagnostics Inc

Healthcare
512
+ 7.89%
N/A
7.01K $1.26B
AVTR
Avantor, Inc.

Basic Materials
11.8K
New
$11.94 - $16.29 $141K - $192K
11.8K $158M
ASML
Asml Holding Nv

Technology
55
+ 7.0%
$595.37 - $815.24 $32.7K - $44.8K
841 $674M
EMR
Emerson Electric CO

Industrials
75
+ 1.29%
$94.15 - $133.33 $7.06K - $10K
5.88K $785M
GAU
Galiano Gold Inc.

Basic Materials
114K
New
$1.03 - $1.62 $118K - $185K
114K $145M
HYG
Ishares Tr

ETFs
258
+ 0.37%
$75.75 - $80.65 $19.5K - $20.8K
69.5K $5.6B
BTU
Peabody Energy Corp

Energy
10.3K
New
$10.31 - $15.28 $106K - $157K
10.3K $138M
HCAT
Health Catalyst, Inc.

Healthcare
36.5K
New
$3.58 - $4.52 $131K - $165K
36.5K $138M
PG
Procter & Gamble CO

Consumer Defensive
1.12K
+ 26.22%
$157.66 - $172.39 $176K - $193K
5.39K $858M
FLEX
Flex Ltd.

Technology
242
+ 3.43%
$26.68 - $50.09 $6.46K - $12.1K
7.29K $364M
EVR
Evercore Inc.

Financial Services
149
+ 11.86%
$163.77 - $271.5 $24.4K - $40.5K
1.41K $379M
RJF
Raymond James Financial Inc

Financial Services
425
+ 9.79%
$123.65 - $153.88 $52.6K - $65.4K
4.76K $731M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
299
+ 13.05%
$96.11 - $173.53 $28.7K - $51.9K
2.59K $450M
IEMG
Ishares Inc

ETFs
978
+ 8.62%
N/A
12.3K $740M
ADI
Analog Devices Inc

Technology
43
+ 1.35%
$164.6 - $238.02 $7.08K - $10.2K
3.22K $767M
WU
Western Union CO

Financial Services
14.9K
New
$8.37 - $10.63 $125K - $158K
14.9K $125M
RS
Reliance Steel & Aluminum CO

Basic Materials
204
+ 9.35%
$262.08 - $316.81 $53.5K - $64.6K
2.39K $749M
UBS
Ubs Group Ag

Financial Services
1.14K
+ 4.59%
$26.12 - $33.82 $29.8K - $38.6K
26K $878M
T
At&T Inc.

Communication Services
3.87K
+ 44.09%
$26.33 - $28.94 $102K - $112K
12.6K $366M
CCL
Carnival Corp

Consumer Cyclical
923
+ 8.77%
$16.43 - $28.12 $15.2K - $26K
11.5K $322M
NVS
Novartis Ag

Healthcare
431
+ 6.55%
$101.96 - $121.01 $43.9K - $52.2K
7.01K $849M
PH
Parker Hannifin Corp

Industrials
17
+ 1.53%
$517.23 - $700.54 $8.79K - $11.9K
1.13K $789M
DK
Delek Us Holdings, Inc.

Energy
2.17K
+ 20.57%
$11.55 - $22.77 $25K - $49.3K
12.7K $269M
NVO
Novo Nordisk A S

Healthcare
1.61K
+ 27.77%
$58.08 - $81.05 $93.2K - $130K
7.39K $510M
MELI
Mercadolibre Inc

Consumer Cyclical
1
+ 0.63%
$1794.73 - $2613.63 $1.79K - $2.61K
160 $417M
TD
Toronto Dominion Bank

Financial Services
338
+ 5.64%
$55.71 - $73.45 $18.8K - $24.8K
6.33K $465M
MRVL
Marvell Technology, Inc.

Technology
180
+ 3.1%
$49.38 - $79.97 $8.89K - $14.4K
5.98K $463M
BSY
Bentley Systems Inc

Technology
226
+ 3.57%
$38.62 - $53.97 $8.73K - $12.2K
6.56K $354M
CME
Cme Group Inc.

Financial Services
265
+ 8.92%
$252.37 - $290.71 $66.9K - $77K
3.24K $892M
IDXX
Idexx Laboratories Inc

Healthcare
31
+ 4.19%
$361.04 - $536.34 $11.2K - $16.6K
770 $413M
MLM
Martin Marietta Materials Inc

Basic Materials
58
+ 5.84%
$452.51 - $568.19 $26.2K - $33K
1.05K $577M
ASTL
Algoma Steel Group Inc.

Basic Materials
11.2K
+ 75.69%
$4.33 - $6.89 $48.4K - $77.1K
26K $179M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
5.15K
+ 45.8%
$18.28 - $18.7 $94.1K - $96.3K
16.4K $306M
HEIA
Heico Crp Cl A
60
+ 3.56%
N/A
1.75K $451M
EQT
Eqt Corp

Energy
283
+ 1.75%
$46.11 - $60.44 $13K - $17.1K
16.5K $960M
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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