Net Worth Advisory Group New Holdings in Q1 2025

Net Worth Advisory Group

  • $318 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BKNG
Booking Holdings Inc.

Consumer Cyclical
174
New
$4295.4 - $5141.88 $747K - $895K
174 $802M
SPOT
Spotify Technology S.A.

Communication Services
1.34K
New
$457.79 - $648.32 $614K - $870K
1.34K $738M
GFL
Gfl Environmental Inc.

Industrials
13.2K
New
$41.72 - $48.8 $551K - $644K
13.2K $638M
AXP
American Express CO

Financial Services
2.19K
New
$255.39 - $325.87 $560K - $714K
2.19K $590M
SBUX
Starbucks Corp

Consumer Cyclical
5.72K
New
$91.75 - $115.81 $525K - $663K
5.72K $561M
EQIX
Equinix Inc

Real Estate
660
New
$803.0 - $959.97 $530K - $634K
660 $538M
DELL
Dell Technologies Inc.

Technology
5.77K
New
$90.34 - $124.66 $522K - $720K
5.77K $526M
NTRA
Natera, Inc.

Healthcare
3.57K
New
$132.63 - $177.0 $473K - $632K
3.57K $505M
SNAP
Snap Inc

Communication Services
56.4K
New
$8.37 - $12.57 $472K - $708K
56.4K $491M
PINS
Pinterest, Inc.

Communication Services
15.8K
New
$29.79 - $40.0 $470K - $632K
15.8K $490M
DECK
Deckers Outdoor Corp

Consumer Cyclical
3.96K
New
$111.56 - $223.11 $442K - $883K
3.96K $443M
CVNA
Carvana Co.

Consumer Cyclical
2.12K
New
$166.52 - $285.33 $352K - $604K
2.12K $442M
CASY
Caseys General Stores Inc

Consumer Cyclical
955
New
$378.71 - $442.54 $362K - $423K
955 $414M
DKNG
Draft Kings Inc.

Consumer Cyclical
12K
New
$33.21 - $53.49 $398K - $641K
12K $398M
COIN
Coinbase Global, Inc.

Technology
2.29K
New
$172.23 - $301.3 $394K - $689K
2.29K $394M
MRVL
Marvell Technology, Inc.

Technology
5.8K
New
$61.57 - $126.06 $357K - $731K
5.8K $357M
BRO
Brown & Brown, Inc.

Financial Services
2.69K
New
$100.54 - $124.4 $270K - $335K
2.69K $334M
APP
App Lovin Corp

Technology
1.24K
New
$238.08 - $510.13 $295K - $633K
1.24K $328M
BR
Broadridge Financial Solutions, Inc.

Technology
1.25K
New
$221.46 - $244.83 $277K - $306K
1.25K $303M
AEE
Ameren Corp

Utilities
3.02K
New
$86.87 - $103.67 $262K - $313K
3.02K $303M
OKE
Oneok Inc

Energy
3.04K
New
$89.57 - $109.85 $272K - $334K
3.04K $302M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
5.16K
New
$48.65 - $66.04 $251K - $341K
5.16K $275M
FTV
Fortive Corp

Technology
3.7K
New
$71.82 - $82.98 $266K - $307K
3.7K $271M
CDW
Cdw Corp

Technology
1.58K
New
$160.26 - $206.13 $254K - $327K
1.58K $254M
X
United States Steel Corp

Basic Materials
5.64K
New
$30.47 - $43.0 $172K - $242K
5.64K $238M
VZ
Verizon Communications Inc

Communication Services
5.09K
New
$37.81 - $46.49 $192K - $236K
5.09K $231M
BAX
Baxter International Inc

Healthcare
6.43K
New
$29.26 - $36.57 $188K - $235K
6.43K $220M
MRUS
Merus N.V.

Healthcare
5.05K
New
$39.01 - $49.16 $197K - $248K
5.05K $213M
CNP
Centerpoint Energy Inc

Utilities
5.79K
New
$30.87 - $36.25 $179K - $210K
5.79K $210M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
11.2K
New
$18.18 - $18.58 $204K - $209K
11.2K $208M
NEE
Nextera Energy Inc

Utilities
2.93K
New
$66.96 - $76.16 $196K - $223K
2.93K $207M
Concentra Group Holdings Par
9.48K
New
N/A
9.48K $206M
DUK
Duke Energy Corp

Utilities
1.66K
New
$105.87 - $121.97 $176K - $203K
1.66K $203M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
9.63K
New
$21.04 - $21.64 $203K - $208K
9.63K $203M
SE
Sea LTD

Consumer Cyclical
1.55K
New
$104.87 - $146.31 $162K - $226K
1.55K $202M
CNC
Centene Corp

Healthcare
3.3K
New
$55.93 - $65.89 $185K - $217K
3.3K $200M
CMP
Compass Minerals International Inc

Basic Materials
19.2K
New
$9.29 - $14.21 $178K - $272K
19.2K $178M
EBC
Eastern Bankshares, Inc.

Financial Services
10.6K
New
$15.29 - $19.15 $162K - $203K
10.6K $174M
Liberty Global LTD
13.3K
New
N/A
13.3K $159M
DK
Delek Us Holdings, Inc.

Energy
10.5K
New
$13.53 - $20.31 $142K - $214K
10.5K $159M
STOK
Stoke Therapeutics, Inc.

Healthcare
20.7K
New
$6.65 - $12.74 $138K - $264K
20.7K $138M
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
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