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
AXS
Axis Capital Holdings LTD

Financial Services
-283
- 2.82%
$93.33 - $102.44 $26.4K - $29K
9.76K $935M
TDG
Trans Digm Group Inc

Industrials
-13
- 2.96%
$1271.04 - $1620.83 $16.5K - $21.1K
426 $561M
WRB
Berkley W R Corp

Financial Services
-1.93K
- 14.56%
$67.78 - $76.62 $131K - $148K
11.3K $866M
PINS
Pinterest, Inc.

Communication Services
-1.52K
- 10.06%
$32.17 - $39.17 $48.9K - $59.5K
13.6K $437M
PCAR
Paccar Inc

Industrials
-1.66K
- 8.82%
$92.91 - $102.86 $154K - $171K
17.2K $1.69B
GOOG
Alphabet Inc.

Communication Services
-4.47K
- 29.96%
$175.16 - $255.24 $784K - $1.14M
10.5K $2.55B
CME
Cme Group Inc.

Financial Services
-304
- 9.4%
$258.83 - $287.1 $78.7K - $87.3K
2.93K $792M
GIL
Gildan Activewear Inc.

Consumer Cyclical
-2.9K
- 35.81%
$49.08 - $57.8 $142K - $168K
5.2K $301M
SNAP
Snap Inc

Communication Services
-5.48K
- 10.16%
$6.99 - $10.35 $38.3K - $56.7K
48.4K $373M
EQT
Eqt Corp

Energy
-550
- 3.34%
$49.19 - $59.19 $27.1K - $32.6K
15.9K $866M
GFL
Gfl Environmental Inc.

Industrials
-1.14K
- 9.08%
$45.97 - $51.03 $52.6K - $58.4K
11.5K $543M
ASTL
Algoma Steel Group Inc.

Basic Materials
-1.56K
- 6.02%
$3.56 - $7.11 $5.56K - $11.1K
24.4K $86.7M
IDXX
Idexx Laboratories Inc

Healthcare
-266
- 34.55%
$514.61 - $682.78 $137K - $182K
504 $322M
UPS
United Parcel Service Inc

Industrials
-122
- 2.65%
$82.58 - $105.54 $10.1K - $12.9K
4.49K $375M
SPY
Spdr S&P 500 ETF Trust

ETFs
-415
- 10.78%
$617.65 - $666.84 $256K - $277K
3.44K $2.29B
ELV
Elevance Health, Inc.

Healthcare
-26
- 2.11%
$274.66 - $395.76 $7.14K - $10.3K
1.21K $390M
IEX
Idex Corp

Industrials
-294
- 9.06%
$157.53 - $185.69 $46.3K - $54.6K
2.95K $480M
VRSK
Verisk Analytics, Inc.

Industrials
-68
- 5.85%
$242.3 - $312.95 $16.5K - $21.3K
1.1K $275M
AIG
American International Group, Inc.

Financial Services
-287
- 3.18%
$76.34 - $85.87 $21.9K - $24.6K
8.72K $685M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
-2.14K
- 8.85%
$7.48 - $11.55 $16K - $24.7K
22K $165M
CCK
Crown Holdings Inc

Consumer Cyclical
-630
- 16.58%
$92.19 - $108.12 $58.1K - $68.1K
3.17K $306M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-88
- 2.29%
$196.15 - $217.83 $17.3K - $19.2K
3.76K $757M
NTRA
Natera, Inc.

Healthcare
-349
- 10.26%
$133.66 - $181.11 $46.6K - $63.2K
3.05K $492M
FCX
Freeport Mcmoran Inc

Basic Materials
-428
- 2.72%
$35.34 - $47.21 $15.1K - $20.2K
15.3K $601M
KO
Coca Cola CO

Consumer Defensive
-886
- 17.01%
$65.67 - $71.67 $58.2K - $63.5K
4.32K $287M
ZBRA
Zebra Technologies Corp

Technology
-201
- 10.78%
$296.92 - $341.36 $59.7K - $68.6K
1.66K $494M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.79K
- 18.29%
$49.43 - $54.52 $138K - $152K
12.5K $675M
FANG
Diamondback Energy, Inc.

Energy
-714
- 15.93%
$134.53 - $152.5 $96.1K - $109K
3.77K $539M
WMT
Walmart Inc.

Consumer Defensive
-2.04K
- 7.89%
$94.4 - $104.27 $193K - $213K
23.9K $2.46B
TMUS
T Mobile Us, Inc.

Communication Services
-321
- 11.02%
$226.02 - $259.01 $72.6K - $83.1K
2.59K $620M
SGOL
Abrdn Gold ETF Trust

ETFs
-3.23K
- 36.65%
$31.18 - $36.81 $101K - $119K
5.59K $206M
COP
Conocophillips

Energy
-1.12K
- 16.15%
$91.0 - $98.99 $102K - $111K
5.83K $552M
GIB
Cgi Inc

Technology
-128
- 3.32%
$88.14 - $106.19 $11.3K - $13.6K
3.73K $332M
IEMG
Ishares Inc

ETFs
-2.18K
- 17.64%
N/A
10.2K $669M
GLDM
World Gold Trust

ETFs
-1.52K
- 36.02%
$64.73 - $76.45 $98.3K - $116K
2.7K $206M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-3.02K
- 17.08%
$23.03 - $23.12 $69.5K - $69.8K
14.7K $338M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-1.75K
- 2.15%
$98.52 - $103.93 $173K - $182K
79.9K $8.23B
EOG
Eog Resources Inc

Energy
-151
- 2.43%
$112.12 - $126.1 $16.9K - $19K
6.07K $681M
SAP
Sap Se

Technology
-33
- 2.23%
$252.42 - $311.93 $8.33K - $10.3K
1.45K $387M
DOX
Amdocs LTD

Technology
-305
- 8.53%
$81.2 - $92.62 $24.8K - $28.2K
3.27K $268M
MELI
Mercadolibre Inc

Consumer Cyclical
-6
- 3.75%
$2292.04 - $2514.05 $13.8K - $15.1K
154 $361M
EQIX
Equinix Inc

Real Estate
-61
- 9.62%
$756.7 - $811.13 $46.2K - $49.5K
573 $448M
SEM
Select Medical Holdings Corp

Healthcare
-1.14K
- 7.07%
$11.77 - $15.25 $13.4K - $17.3K
14.9K $192M
UFPI
Ufp Industries Inc

Basic Materials
-290
- 7.24%
$91.8 - $108.49 $26.6K - $31.5K
3.71K $347M
CB
Chubb LTD

Financial Services
-99
- 3.3%
$265.99 - $289.59 $26.3K - $28.7K
2.9K $818M
EEFT
Euronet Worldwide, Inc.

Technology
-173
- 6.75%
$87.37 - $107.37 $15.1K - $18.6K
2.39K $210M
GILD
Gilead Sciences, Inc.

Healthcare
-457
- 4.89%
$108.22 - $120.47 $49.5K - $55.1K
8.89K $987M
MRK
Merck & Co., Inc.

Healthcare
-933
- 14.33%
$77.6 - $87.37 $72.4K - $81.5K
5.58K $468M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-387
- 10.24%
$95.32 - $123.91 $36.9K - $48K
3.39K $344M
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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