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
AME
Ametek Inc

Industrials
-1.99K
- 38.55%
$176.44 - $192.03 $350K - $381K
3.17K $595M
CASY
Caseys General Stores Inc

Consumer Cyclical
-765
- 38.83%
$494.52 - $565.32 $378K - $432K
1.21K $681M
Cooper Cos Inc
-4.18K
- 39.59%
N/A
6.38K $437M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-16K
- 42.76%
$19.49 - $19.61 $313K - $314K
21.5K $420M
CI
Cigna Corp

Healthcare
-441
- 10.48%
$262.23 - $334.39 $116K - $147K
3.77K $1.09B
CORP
Pimco Investment Grade Corp Bd

ETFs
-4.26K
- 4.37%
$95.87 - $99.18 $409K - $423K
93.3K $9.2B
FTNT
Fortinet, Inc.

Technology
-900
- 9.4%
$74.39 - $107.65 $67K - $96.9K
8.68K $730M
LDOS
Leidos Holdings, Inc.

Technology
-2.64K
- 37.36%
$159.2 - $188.96 $421K - $499K
4.43K $837M
WST
West Pharmaceutical Services Inc

Healthcare
-1.69K
- 44.7%
$210.08 - $279.1 $354K - $471K
2.09K $547M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-14.1K
- 41.83%
$19.61 - $19.79 $277K - $280K
19.7K $388M
SU
Suncor Energy Inc

Energy
-7.86K
- 53.7%
$37.83 - $43.02 $297K - $338K
6.78K $283M
ABBV
Abb Vie Inc.

Healthcare
-2.29K
- 37.4%
$184.85 - $231.54 $422K - $529K
3.83K $886M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-675
- 12.58%
$459.11 - $506.91 $310K - $342K
4.69K $2.36B
MUB
Ishares National Muni Bond ETF

ETFs
-2.38K
- 43.65%
$103.24 - $106.68 $246K - $254K
3.07K $327M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-5.19K
- 30.31%
$48.5 - $50.19 $252K - $260K
11.9K $597M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.05K
- 2.42%
$82.38 - $83.0 $251K - $253K
123K $10.2B
BAC
Bank Of America Corp

Financial Services
-5.62K
- 38.51%
$44.92 - $52.42 $253K - $295K
8.98K $463M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.05K
- 9.68%
$38.58 - $58.24 $40.4K - $61K
9.78K $383M
GOGO
Gogo Inc.

Communication Services
-10.4K
- 50.08%
$8.5 - $16.54 $88.6K - $172K
10.4K $89.3M
CVX
Chevron Corp

Energy
-1.88K
- 28.18%
$145.57 - $161.83 $274K - $304K
4.79K $744M
PG
Procter & Gamble CO

Consumer Defensive
-1.17K
- 21.65%
$150.47 - $161.22 $175K - $188K
4.22K $648M
WFC
Wells Fargo & Company

Financial Services
-3.16K
- 18.5%
$77.05 - $85.16 $243K - $269K
13.9K $1.17B
FISV
Fiserv Inc

Technology
-131
- 3.12%
N/A
4.07K $524M
HYG
Ishares Tr

ETFs
-2.88K
- 4.15%
$79.85 - $81.32 $230K - $234K
66.6K $5.41B
SPOT
Spotify Technology S.A.

Communication Services
-174
- 17.23%
$620.01 - $738.53 $108K - $129K
836 $584M
AER
Aer Cap Holdings N.V.

Industrials
-1.81K
- 16.61%
$107.25 - $124.42 $194K - $225K
9.07K $1.1B
TRV
Travelers Companies, Inc.

Financial Services
-851
- 15.44%
$250.62 - $279.43 $213K - $238K
4.66K $1.3B
ISRG
Intuitive Surgical Inc

Healthcare
-101
- 8.04%
$433.66 - $544.47 $43.8K - $55K
1.16K $517M
NVO
Novo Nordisk A S

Healthcare
-1.13K
- 15.27%
$45.38 - $71.7 $51.2K - $80.9K
6.26K $347M
TXN
Texas Instruments Inc

Technology
-418
- 12.4%
N/A
2.95K $542M
PM
Philip Morris International Inc.

Consumer Defensive
-122
- 1.78%
$157.77 - $183.27 $19.2K - $22.4K
6.74K $1.09B
MPC
Marathon Petroleum Corp

Energy
-2.19K
- 21.82%
$158.59 - $198.69 $347K - $435K
7.83K $1.51B
CMCSA
Comcast Corp

Communication Services
-2.14K
- 11.81%
$31.41 - $36.33 $67.3K - $77.9K
16K $503M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-2.83K
- 51.1%
$103.83 - $179.9 $293K - $508K
2.7K $483M
RS
Reliance Steel & Aluminum CO

Basic Materials
-230
- 9.64%
$277.33 - $343.66 $63.8K - $79K
2.16K $605M
SLV
I Shares Silver Trust

ETFs
-6.02K
- 49.58%
$32.73 - $42.5 $197K - $256K
6.12K $259M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-190
- 11.12%
$159.87 - $247.68 $30.4K - $47.1K
1.52K $270M
AXP
American Express CO

Financial Services
-661
- 10.11%
$294.27 - $342.31 $195K - $226K
5.88K $1.95B
UNM
Unum Group

Financial Services
-1.47K
- 25.44%
$68.55 - $82.12 $101K - $121K
4.32K $336M
INGR
Ingredion Inc

Consumer Defensive
-478
- 9.69%
$121.01 - $138.21 $57.8K - $66.1K
4.46K $544M
ARW
Arrow Electronics Inc

Technology
-581
- 7.87%
$114.66 - $133.24 $66.6K - $77.4K
6.8K $823M
BSX
Boston Scientific Corp

Healthcare
-595
- 9.91%
$97.03 - $108.14 $57.7K - $64.3K
5.41K $528M
CSL
Carlisle Companies Inc

Industrials
-153
- 10.25%
$327.52 - $435.11 $50.1K - $66.6K
1.34K $440M
SBUX
Starbucks Corp

Consumer Cyclical
-854
- 14.51%
$81.9 - $96.86 $69.9K - $82.7K
5.03K $426M
ACN
Accenture PLC

Technology
-66
- 3.59%
$232.56 - $304.78 $15.3K - $20.1K
1.77K $436M
JPM
Jpmorgan Chase & CO

Financial Services
-1.14K
- 11.71%
$282.78 - $316.06 $322K - $360K
8.58K $2.71B
DKNG
Draft Kings Inc.

Consumer Cyclical
-1.25K
- 11.03%
$37.4 - $48.23 $46.6K - $60.1K
10.1K $376M
PEP
Pepsico Inc

Consumer Defensive
-1.07K
- 21.57%
$133.81 - $152.16 $143K - $163K
3.89K $547M
COIN
Coinbase Global, Inc.

Technology
-238
- 10.9%
$297.99 - $419.78 $70.9K - $99.9K
1.95K $657M
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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