Net Worth Advisory Group New Holdings in Q2 2025

Net Worth Advisory Group

  • $451 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
71.3K
New
$22.27 - $29.21 $1.59M - $2.08M
71.3K $2.08B
IEFA
Ishares Tr

ETFs
24.1K
New
$67.83 - $84.09 $1.63M - $2.02M
24.1K $2.01B
IJS
Ishares S&P Smallcap 600 Value

ETFs
17.9K
New
$83.54 - $100.04 $1.5M - $1.79M
17.9K $1.78B
SCHV
Schwab Strategic Tr Us Large C

ETFs
56.3K
New
$23.55 - $27.67 $1.33M - $1.56M
56.3K $1.56B
ABT
Abbott Laboratories

Healthcare
10.8K
New
$123.95 - $138.08 $1.33M - $1.48M
10.8K $1.46B
AMAT
Applied Materials Inc

Technology
7.94K
New
$126.95 - $183.52 $1.01M - $1.46M
7.94K $1.45B
FTNT
Fortinet, Inc.

Technology
9.58K
New
$84.71 - $108.69 $811K - $1.04M
9.58K $1.01B
SCHR
Schwab Intermediate Term Us Tr

ETFs
31.7K
New
$24.54 - $25.07 $777K - $794K
31.7K $792M
IAU
Ishares Gold Trust

ETFs
10.8K
New
$56.1 - $64.74 $605K - $698K
10.8K $672M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
6.98K
New
$70.44 - $86.87 $491K - $606K
6.98K $606M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
7.46K
New
$66.87 - $79.47 $499K - $593K
7.46K $592M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
23.9K
New
$22.68 - $23.28 $543K - $557K
23.9K $556M
KR
Kroger CO

Consumer Defensive
7.64K
New
$64.62 - $74.0 $494K - $565K
7.64K $548M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.44K
New
$116.93 - $119.39 $519K - $530K
4.44K $528M
IBM
International Business Machines Corp

Technology
1.71K
New
$221.03 - $294.78 $378K - $504K
1.71K $504M
Fidelity Covington Trust
12.9K
New
N/A
12.9K $445M
VEU
Vanguard Ftse All World Ex Us

ETFs
6.04K
New
$54.19 - $67.22 $327K - $406K
6.04K $406M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
4.17K
New
$75.29 - $91.16 $314K - $380K
4.17K $376M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7K
New
$45.11 - $52.34 $316K - $366K
7K $366M
MU
Micron Technology Inc

Technology
2.94K
New
$64.72 - $127.91 $190K - $376K
2.94K $362M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
16.2K
New
$17.76 - $22.1 $287K - $357K
16.2K $357M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.38K
New
$65.84 - $80.81 $289K - $354K
4.38K $351M
EWBC
East West Bancorp Inc

Financial Services
3.47K
New
$71.03 - $101.75 $246K - $353K
3.47K $350M
VGT
Vanguard Information Technolog

ETFs
514
New
$470.37 - $663.28 $242K - $341K
514 $341M
Amer Sports Inc
8.39K
New
N/A
8.39K $325M
WDC
Western Digital Corp

Technology
5.04K
New
$30.54 - $63.99 $154K - $322K
5.04K $322M
PTGX
Protagonist Therapeutics, Inc

Healthcare
5.82K
New
$40.89 - $56.37 $238K - $328K
5.82K $322M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.6K
New
$72.96 - $90.39 $262K - $325K
3.6K $321M
AXON
Axon Enterprise, Inc.

Industrials
376
New
$497.13 - $827.94 $187K - $311K
376 $311M
TDS
Telephone & Data Systems Inc

Communication Services
8.55K
New
$31.74 - $39.52 $271K - $338K
8.55K $304M
ZION
Zions Bancorporation, National Association

Financial Services
5.85K
New
$41.39 - $51.94 $242K - $304K
5.85K $304M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
3.4K
New
$72.61 - $88.75 $247K - $302K
3.4K $302M
FIX
Comfort Systems Usa Inc

Industrials
557
New
$296.51 - $536.21 $165K - $299K
557 $299M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.67K
New
$90.56 - $109.49 $242K - $293K
2.67K $292M
ICLR
Icon PLC

Healthcare
1.98K
New
$126.62 - $168.7 $251K - $334K
1.98K $288M
TRGP
Targa Resources Corp.

Energy
1.65K
New
$157.32 - $205.72 $260K - $340K
1.65K $288M
SGOL
Abrdn Gold ETF Trust

ETFs
8.82K
New
$28.39 - $32.75 $250K - $289K
8.82K $278M
GLDM
World Gold Trust

ETFs
4.21K
New
$58.96 - $67.97 $248K - $286K
4.21K $276M
Ferguson Enterprises Inc
1.26K
New
N/A
1.26K $274M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.5K
New
$75.05 - $77.34 $263K - $271K
3.5K $271M
ACLS
Axcelis Technologies Inc

Technology
3.87K
New
$42.42 - $70.92 $164K - $275K
3.87K $270M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.39K
New
$166.82 - $194.23 $232K - $270K
1.39K $270M
SITM
Sitime Corp

Technology
1.24K
New
$116.79 - $241.6 $145K - $300K
1.24K $265M
AEM
Agnico Eagle Mines LTD

Basic Materials
2.23K
New
$99.48 - $124.46 $221K - $277K
2.23K $265M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
465
New
$456.74 - $568.03 $212K - $264K
465 $264M
FTDR
Frontdoor, Inc.

Consumer Cyclical
4.39K
New
$37.35 - $59.68 $164K - $262K
4.39K $259M
MSA
Msa Safety Inc

Industrials
1.51K
New
$130.21 - $169.16 $197K - $255K
1.51K $253M
IVV
Ishares Core S&P 500 ETF

ETFs
400
New
$498.8 - $620.9 $200K - $248K
400 $248M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.4K
New
$102.02 - $103.5 $245K - $248K
2.4K $247M
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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