Net Worth Advisory Group Incresed Positions in Q2 2025

Net Worth Advisory Group

  • $451 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
17
+ 0.84%
$96.02 - $124.33 $1.63K - $2.11K
2.05K $237M
EEFT
Euronet Worldwide, Inc.

Technology
256
+ 11.1%
$87.44 - $112.74 $22.4K - $28.9K
2.56K $260M
BR
Broadridge Financial Solutions, Inc.

Technology
50
+ 4.0%
$217.22 - $246.25 $10.9K - $12.3K
1.3K $316M
BCPC
Balchem Corp

Basic Materials
153
+ 8.86%
$150.5 - $170.45 $23K - $26.1K
1.88K $299M
SNA
Snap On Inc

Industrials
199
+ 10.22%
$292.36 - $342.2 $58.2K - $68.1K
2.15K $668M
DOX
Amdocs LTD

Technology
137
+ 3.99%
$80.46 - $94.08 $11K - $12.9K
3.57K $326M
FICO
Fair Isaac Corp

Technology
8
+ 4.73%
$1503.62 - $2206.01 $12K - $17.6K
177 $323M
GDDY
Go Daddy Inc.

Technology
59
+ 3.6%
$162.11 - $192.36 $9.56K - $11.3K
1.7K $306M
ROST
Ross Stores, Inc.

Consumer Cyclical
82
+ 3.57%
$126.62 - $154.26 $10.4K - $12.6K
2.38K $304M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
167
+ 2.51%
$47.02 - $47.83 $7.85K - $7.99K
6.82K $326M
SSL
Sasol LTD

Basic Materials
1.05K
+ 5.12%
$2.93 - $5.45 $3.09K - $5.74K
21.6K $95.5M
MHO
M/I Homes, Inc.

Consumer Cyclical
114
+ 5.2%
$103.9 - $115.72 $11.8K - $13.2K
2.31K $259M
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
SHEL
Shell PLC

Energy
331
+ 4.3%
$59.75 - $73.05 $19.8K - $24.2K
8.03K $565M
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
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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