Net Worth Advisory Group Reduced Holdings in Q3 2025

Net Worth Advisory Group

  • $346 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
-46.9K
- 89.27%
$194.44 - $206.51 $9.12M - $9.69M
5.64K $1.17B
IVW
Ishares S&P 500 Growth ETF

ETFs
-81.6K
- 89.14%
$108.97 - $121.65 $8.9M - $9.93M
9.95K $1.2B
VGIT
Vanguard Intermediate Term Tre

ETFs
-126K
- 54.38%
$58.97 - $60.36 $7.4M - $7.58M
105K $6.32B
AAPL
Apple Inc.

Technology
-37.1K
- 73.73%
$202.38 - $256.87 $7.51M - $9.53M
13.2K $3.36B
VCIT
Vanguard Intermediate Term Cor

ETFs
-49.9K
- 30.46%
$81.75 - $84.54 $4.08M - $4.21M
114K $9.57B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-28.9K
- 88.08%
$122.57 - $132.57 $3.54M - $3.83M
3.91K $507M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-37K
- 87.33%
$91.28 - $97.59 $3.37M - $3.61M
5.36K $514M
EFV
Msci Eafe Value ETF

ETFs
-49.7K
- 80.58%
$62.79 - $68.42 $3.12M - $3.4M
12K $813M
EFG
Msci Eafe Growth ETF

ETFs
-26.8K
- 82.25%
$106.99 - $114.46 $2.87M - $3.07M
5.79K $659M
MSFT
Microsoft Corp

Technology
-4.13K
- 39.65%
$491.09 - $535.64 $2.03M - $2.21M
6.29K $3.26B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-76.8K
- 69.13%
$22.64 - $23.22 $1.74M - $1.78M
34.3K $793M
VTV
Vanguard Value ETF

ETFs
-9.52K
- 62.84%
$175.51 - $186.57 $1.67M - $1.78M
5.63K $1.05B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-16.3K
- 15.66%
$107.66 - $112.36 $1.75M - $1.83M
87.6K $9.76B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-12K
- 86.86%
$131.47 - $143.64 $1.57M - $1.72M
1.81K $256M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-15.9K
- 88.76%
$98.99 - $112.2 $1.58M - $1.79M
2.02K $223M
GLD
Spdr Gold Trust

ETFs
-5.6K
- 60.62%
$300.96 - $355.47 $1.68M - $1.99M
3.64K $1.29B
BNDX
Vanguard Total International B

ETFs
-30.5K
- 11.1%
$49.0 - $49.51 $1.49M - $1.51M
244K $12.1B
VTI
Vanguard Total Stock Market Et

ETFs
-4.51K
- 65.9%
$303.93 - $329.86 $1.37M - $1.49M
2.33K $766M
VOE
Vanguard Mid Cap Value Index F

ETFs
-7.61K
- 70.69%
$164.63 - $174.58 $1.25M - $1.33M
3.16K $551M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-16.7K
- 41.9%
$72.57 - $74.72 $1.21M - $1.25M
23.2K $1.72B
BWX
Spdr Bloomberg International T

ETFs
-42.5K
- 11.26%
$22.58 - $23.5 $961K - $1M
335K $7.71B
VOT
Vanguard Mid Cap Growth Index

ETFs
-3.48K
- 62.98%
$282.75 - $294.19 $984K - $1.02M
2.05K $601M
IGOV
Ishares 1 3 International Trea

ETFs
-20.3K
- 72.32%
$41.44 - $43.19 $840K - $876K
7.76K $331M
META
Meta Platforms, Inc.

Communication Services
-1.11K
- 21.1%
$695.21 - $791.73 $774K - $882K
4.17K $3.06B
CEG
Constellation Energy Corp

Utilities
-2.22K
- 51.46%
$298.82 - $354.89 $665K - $789K
2.1K $690M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-7.59K
- 16.82%
$91.44 - $91.77 $694K - $696K
37.5K $3.44B
SHV
Ishares Tr

ETFs
-5.72K
- 14.88%
$110.06 - $110.49 $629K - $632K
32.7K $3.61B
VBR
Vanguard Small Cap Value ETF

ETFs
-3.31K
- 72.49%
$195.41 - $212.37 $646K - $702K
1.25K $262M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-6.05K
- 15.93%
$100.16 - $100.7 $606K - $609K
31.9K $3.21B
INTU
Intuit Inc

Technology
-377
- 11.86%
$646.03 - $807.39 $244K - $304K
2.8K $1.91B
COST
Costco Wholesale Corp

Consumer Defensive
-477
- 21.76%
$915.95 - $994.57 $437K - $474K
1.72K $1.59B
VV
Vanguard Large Cap ETF

ETFs
-2.26K
- 37.21%
$285.05 - $309.14 $645K - $700K
3.82K $1.18B
AMZN
Amazon Com Inc

Consumer Cyclical
-2.53K
- 17.39%
$211.65 - $238.24 $535K - $603K
12K $2.64B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-5.27K
- 23.73%
$97.75 - $100.75 $515K - $531K
16.9K $1.7B
IEF
Ishares Barclays

ETFs
-5.86K
- 5.31%
$93.91 - $97.26 $551K - $570K
105K $10.1B
LLY
Eli Lilly & CO

Healthcare
-576
- 21.19%
$625.65 - $812.69 $360K - $468K
2.14K $1.63B
IAU
Ishares Gold Trust

ETFs
-7.96K
- 73.86%
$61.62 - $72.77 $491K - $579K
2.82K $205M
MMM
3 M CO

Industrials
-3.03K
- 63.9%
$144.41 - $160.2 $438K - $486K
1.71K $266M
CSCO
Cisco Systems, Inc.

Technology
-6.13K
- 17.46%
$66.2 - $71.79 $405K - $440K
29K $1.98B
DGX
Quest Diagnostics Inc

Healthcare
-2.75K
- 39.23%
N/A
4.26K $811M
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.68K
- 64.44%
$276.51 - $305.12 $465K - $513K
928 $276M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-66
- 35.11%
$5364.25 - $5815.92 $354K - $384K
122 $659M
TIP
Ishares Tr Tips Bd ETF

ETFs
-4.97K
- 4.52%
$109.11 - $111.88 $542K - $556K
105K $11.7B
ADBE
Adobe Inc.

Technology
-713
- 15.71%
$333.65 - $392.1 $238K - $280K
3.83K $1.35B
NFLX
Netflix Inc

Communication Services
-112
- 5.9%
$1147.87 - $1297.18 $129K - $145K
1.79K $2.14B
QCOM
Qualcomm Inc

Technology
-2.65K
- 40.43%
$145.84 - $173.55 $387K - $460K
3.91K $650M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-17.8K
- 48.57%
$20.41 - $20.67 $364K - $368K
18.9K $388M
XOM
Exxon Mobil Corp

Energy
-3.6K
- 28.13%
$105.83 - $117.22 $380K - $421K
9.19K $1.04B
V
Visa Inc.

Financial Services
-708
- 9.94%
$332.09 - $358.86 $235K - $254K
6.42K $2.19B
Activity Summary
Buys All Purchases 113 New Holdings 83 Increased Positions 30 Sells All Sells 288 Reductions 288 Sold out 0 Options Calls 0 Puts 0
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