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
SSNC
Ss&C Technologies Holdings Inc

Technology
127
+ 3.46%
$71.96 - $83.42 $9.14K - $10.6K
3.8K $315M
UIS
Unisys Corp

Technology
1.58K
+ 5.38%
$3.71 - $5.73 $5.87K - $9.06K
31K $140M
Linde PLC
4
+ 0.52%
N/A
769 $361M
DPZ
Dominos Pizza Inc

Consumer Cyclical
23
+ 3.43%
$430.72 - $497.52 $9.91K - $11.4K
694 $313M
LKQ
Lkq Corp

Consumer Cyclical
1.62K
+ 15.97%
$36.86 - $43.38 $59.9K - $70.4K
11.8K $436M
AIG
American International Group, Inc.

Financial Services
184
+ 2.08%
$77.56 - $87.72 $14.3K - $16.1K
9.01K $771M
VICR
Vicor Corp

Technology
225
+ 4.97%
$39.41 - $51.91 $8.87K - $11.7K
4.75K $215M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
208
+ 4.03%
$50.56 - $59.57 $10.5K - $12.4K
5.37K $278M
JBHT
Hunt J B Transport Services Inc

Industrials
67
+ 3.78%
$124.73 - $152.78 $8.36K - $10.2K
1.84K $264M
UNP
Union Pacific Corp

Industrials
80
+ 2.98%
$208.27 - $238.46 $16.7K - $19.1K
2.76K $636M
AIZ
Assurant, Inc.

Financial Services
103
+ 6.6%
$179.73 - $211.56 $18.5K - $21.8K
1.66K $329M
DHR
Danaher Corp

Healthcare
102
+ 3.92%
$174.64 - $205.16 $17.8K - $20.9K
2.7K $534M
COP
Conocophillips

Energy
1.02K
+ 17.09%
$82.66 - $106.1 $83.9K - $108K
6.96K $624M
AFG
American Financial Group Inc

Financial Services
101
+ 3.9%
$116.9 - $132.12 $11.8K - $13.3K
2.69K $339M
MIDD
Middleby Corp

Industrials
91
+ 5.23%
$124.01 - $154.76 $11.3K - $14.1K
1.83K $263M
AEE
Ameren Corp

Utilities
128
+ 4.24%
$94.23 - $101.68 $12.1K - $13K
3.15K $302M
IT
Gartner Inc

Technology
21
+ 3.12%
$377.5 - $449.52 $7.93K - $9.44K
695 $281M
Concentra Group Holdings Par
362
+ 3.82%
N/A
9.84K $202M
WCN
Waste Connections, Inc.

Industrials
57
+ 3.44%
$183.26 - $199.95 $10.4K - $11.4K
1.71K $320M
LNT
Alliant Energy Corp

Utilities
342
+ 5.5%
$58.79 - $64.85 $20.1K - $22.2K
6.56K $397M
MDT
Medtronic PLC

Healthcare
162
+ 2.16%
$80.68 - $88.86 $13.1K - $14.4K
7.66K $668M
CNO
Cno Financial Group, Inc.

Financial Services
569
+ 5.65%
$36.12 - $42.37 $20.6K - $24.1K
10.6K $410M
ALL
Allstate Corp

Financial Services
81
+ 1.82%
$180.53 - $212.64 $14.6K - $17.2K
4.52K $910M
ACN
Accenture PLC

Technology
45
+ 2.51%
$279.23 - $323.21 $12.6K - $14.5K
1.84K $549M
WEX
Wex Inc.

Technology
70
+ 3.41%
$113.47 - $161.8 $7.94K - $11.3K
2.12K $312M
DLB
Dolby Laboratories, Inc.

Industrials
139
+ 3.87%
$69.36 - $81.21 $9.64K - $11.3K
3.73K $277M
EXPO
Exponent Inc

Industrials
129
+ 3.8%
$72.88 - $81.75 $9.4K - $10.5K
3.52K $263M
VTR
Ventas, Inc.

Real Estate
356
+ 5.76%
$62.45 - $70.08 $22.2K - $24.9K
6.54K $413M
CMCSA
Comcast Corp

Communication Services
232
+ 1.29%
$32.84 - $36.72 $7.62K - $8.52K
18.1K $648M
POOL
Pool Corp

Industrials
35
+ 4.0%
$285.0 - $325.66 $9.98K - $11.4K
911 $265M
PHG
Koninklijke Philips Nv

Healthcare
61
+ 0.56%
$21.67 - $25.64 $1.32K - $1.56K
10.9K $261M
BAX
Baxter International Inc

Healthcare
372
+ 5.78%
$27.8 - $34.02 $10.3K - $12.7K
6.8K $206M
Liberty Global LTD
735
+ 5.54%
N/A
14K $144M
AZN
Astrazeneca PLC

Healthcare
14
+ 0.31%
$64.87 - $75.0 $908 - $1.05K
4.48K $313M
PKI
Perkinelmer Inc

Healthcare
99
+ 3.4%
N/A
3.01K $291M
AZTA
Azenta, Inc.

Healthcare
212
+ 3.19%
$25.03 - $35.41 $5.31K - $7.51K
6.86K $211M
AES
Aes Corp

Utilities
1.16K
+ 6.8%
$9.63 - $12.55 $11.2K - $14.6K
18.2K $192M
IQV
Iqvia Holdings Inc.

Healthcare
54
+ 3.48%
$137.0 - $174.37 $7.4K - $9.42K
1.61K $253M
AON
Aon PLC

Financial Services
28
+ 3.85%
$335.85 - $398.81 $9.4K - $11.2K
755 $269M
UPS
United Parcel Service Inc

Industrials
187
+ 4.23%
$91.92 - $110.2 $17.2K - $20.6K
4.61K $466M
SBUX
Starbucks Corp

Consumer Cyclical
162
+ 2.83%
$79.69 - $99.41 $12.9K - $16.1K
5.89K $539M
BRO
Brown & Brown, Inc.

Financial Services
115
+ 4.28%
$104.48 - $124.43 $12K - $14.3K
2.8K $311M
TFX
Teleflex Inc

Healthcare
61
+ 3.3%
$117.53 - $141.38 $7.17K - $8.62K
1.91K $226M
BP
Bp PLC

Energy
36
+ 0.42%
$26.11 - $33.81 $940 - $1.22K
8.66K $259M
SNY
Sanofi

Healthcare
22
+ 0.47%
$47.62 - $55.44 $1.05K - $1.22K
4.69K $227M
FNF
Fidelity National Financial, Inc.

Financial Services
338
+ 5.56%
$53.62 - $66.59 $18.1K - $22.5K
6.42K $360M
FDX
Fedex Corp

Industrials
23
+ 0.86%
$198.07 - $245.17 $4.56K - $5.64K
2.69K $612M
EOG
Eog Resources Inc

Energy
112
+ 1.83%
$104.61 - $129.97 $11.7K - $14.6K
6.23K $745M
OKE
Oneok Inc

Energy
144
+ 4.74%
$78.71 - $100.37 $11.3K - $14.5K
3.18K $260M
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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