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
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
6.87K
New
$45.6 - $46.83 $313K - $322K
6.87K $322M
TDG
Trans Digm Group Inc

Industrials
225
New
$1202.03 - $1427.41 $270K - $321K
225 $321M
TTE
Total Energies Se

Energy
4.96K
New
$68.61 - $68.61 $341K - $341K
4.96K $321M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
25.4K
New
$11.38 - $14.48 $288K - $367K
25.4K $320M
WDC
Western Digital Corp

Technology
4.68K
New
$56.25 - $80.24 $263K - $376K
4.68K $320M
NNN
National Retail Properties, Inc.

Real Estate
6.54K
New
$42.12 - $48.79 $275K - $319K
6.54K $317M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
6.57K
New
$47.01 - $48.2 $309K - $317K
6.57K $316M
LAMR
Lamar Advertising CO

Real Estate
2.37K
New
$110.9 - $135.58 $262K - $321K
2.37K $316M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
13.5K
New
$23.08 - $23.52 $311K - $317K
13.5K $316M
UNM
Unum Group

Financial Services
5.31K
New
$49.81 - $59.44 $264K - $316K
5.31K $316M
AVT
Avnet Inc

Technology
5.73K
New
$49.63 - $55.43 $284K - $317K
5.73K $311M
AFG
American Financial Group Inc

Financial Services
2.31K
New
$119.65 - $137.03 $276K - $316K
2.31K $311M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
15.7K
New
$19.2 - $19.82 $301K - $311K
15.7K $310M
VRSK
Verisk Analytics, Inc.

Industrials
1.15K
New
$260.31 - $285.99 $300K - $329K
1.15K $309M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
13.3K
New
$22.94 - $23.16 $306K - $309K
13.3K $308M
MCO
Moodys Corp

Financial Services
649
New
$421.49 - $494.67 $274K - $321K
649 $308M
MUB
Ishares National Muni Bond ETF

ETFs
2.82K
New
$106.13 - $108.7 $299K - $306K
2.82K $306M
Liberty Media Corp Del
3.94K
New
N/A
3.94K $305M
Te Connectivity PLC
2.02K
New
N/A
2.02K $305M
BCPC
Balchem Corp

Basic Materials
1.73K
New
$154.1 - $181.56 $266K - $313K
1.73K $304M
SPGI
S&P Global Inc.

Financial Services
586
New
$446.32 - $527.38 $262K - $309K
586 $303M
AIZ
Assurant, Inc.

Financial Services
1.52K
New
$161.28 - $199.95 $245K - $304K
1.52K $302M
XEL
Xcel Energy Inc

Utilities
4.6K
New
$52.11 - $65.3 $240K - $301K
4.6K $301M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
15.3K
New
$19.2 - $19.63 $294K - $301K
15.3K $300M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.83K
New
$49.93 - $51.15 $291K - $298K
5.83K $298M
TFX
Teleflex Inc

Healthcare
1.2K
New
$211.25 - $247.28 $254K - $297K
1.2K $297M
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
13.1K
New
$22.61 - $22.79 $296K - $298K
13.1K $297M
ROST
Ross Stores, Inc.

Consumer Cyclical
1.97K
New
$136.06 - $155.24 $268K - $306K
1.97K $297M
SNY
Sanofi

Healthcare
5.15K
New
$48.54 - $58.53 $250K - $301K
5.15K $297M
AYI
Acuity Brands Inc

Industrials
1.08K
New
$222.88 - $275.47 $240K - $297K
1.08K $297M
WCN
Waste Connections, Inc.

Industrials
1.65K
New
$173.92 - $186.5 $287K - $307K
1.65K $295M
WLK
Westlake Corp

Basic Materials
1.94K
New
$133.5 - $150.97 $259K - $293K
1.94K $292M
CADE
Cadence Bank

Financial Services
9.13K
New
$27.64 - $33.58 $252K - $306K
9.13K $291M
IX
Orix Corp

Financial Services
2.49K
New
$102.71 - $125.1 $256K - $311K
2.49K $289M
DPZ
Dominos Pizza Inc

Consumer Cyclical
671
New
$402.52 - $505.35 $270K - $339K
671 $289M
BSJR
Invesco Indx Tr

ETFs
12.6K
New
$22.08 - $22.75 $279K - $288K
12.6K $287M
SU
Suncor Energy Inc

Energy
7.76K
New
$36.06 - $41.7 $280K - $324K
7.76K $286M
CRCT
Cricut, Inc.

Technology
41.2K
New
$5.41 - $6.93 $223K - $286K
41.2K $286M
BP
Bp PLC

Energy
9.06K
New
$30.78 - $37.05 $279K - $336K
9.06K $284M
WEX
Wex Inc.

Technology
1.35K
New
$168.01 - $209.77 $226K - $283K
1.35K $283M
ENS
Ener Sys

Industrials
2.76K
New
$93.92 - $110.19 $259K - $304K
2.76K $281M
ICFI
Icf International, Inc.

Industrials
1.68K
New
$129.47 - $169.48 $217K - $284K
1.68K $280M
CHDN
Churchill Downs Inc

Consumer Cyclical
2.06K
New
$130.35 - $145.0 $269K - $299K
2.06K $279M
TXT
Textron Inc

Industrials
3.13K
New
$83.46 - $94.02 $261K - $294K
3.13K $277M
PEG
Public Service Enterprise Group Inc

Utilities
3.1K
New
$73.58 - $89.21 $228K - $276K
3.1K $276M
CHE
Chemed Corp

Healthcare
456
New
$527.82 - $600.97 $241K - $274K
456 $274M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
13.2K
New
$20.47 - $20.71 $271K - $274K
13.2K $273M
SKY
Skyline Champion Corp

Consumer Cyclical
2.87K
New
$65.6 - $95.65 $188K - $275K
2.87K $272M
NGG
National Grid PLC

Utilities
3.89K
New
$57.14 - $70.48 $222K - $274K
3.89K $271M
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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