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
BSJR
Invesco Indx Tr

ETFs
-2.02K
- 11.38%
$22.64 - $22.85 $45.8K - $46.2K
15.7K $358M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-28
- 3.36%
$332.69 - $399.0 $9.32K - $11.2K
805 $268M
EMB
Ishares Tr

ETFs
-673
- 8.64%
$91.52 - $95.59 $61.6K - $64.3K
7.12K $677M
UNH
Unitedhealth Group Inc

Healthcare
-270
- 17.59%
$237.77 - $353.61 $64.2K - $95.5K
1.27K $437M
AVT
Avnet Inc

Technology
-664
- 10.6%
$49.46 - $56.3 $32.8K - $37.4K
5.6K $293M
TDY
Teledyne Technologies Inc

Technology
-297
- 16.14%
$509.51 - $586.04 $151K - $174K
1.54K $904M
RELX
Relx PLC

Communication Services
-68
- 1.28%
$45.13 - $54.19 $3.07K - $3.68K
5.26K $251M
WEX
Wex Inc.

Technology
-374
- 17.62%
$149.2 - $176.26 $55.8K - $65.9K
1.75K $276M
HNNA
Hennessy Advisors Inc

Financial Services
-530
- 3.81%
$10.31 - $13.01 $5.46K - $6.9K
13.4K $140M
EMR
Emerson Electric CO

Industrials
-165
- 2.8%
$128.6 - $149.63 $21.2K - $24.7K
5.72K $750M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-394
- 9.42%
$546.99 - $602.2 $216K - $237K
3.79K $2.27B
FLEX
Flex Ltd.

Technology
-1.58K
- 21.7%
$48.49 - $59.33 $76.7K - $93.9K
5.71K $331M
MSCI
Msci Inc.

Financial Services
-44
- 6.33%
$526.48 - $588.0 $23.2K - $25.9K
651 $369M
SPGI
S&P Global Inc.

Financial Services
-14
- 2.47%
$484.94 - $564.15 $6.79K - $7.9K
552 $268M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
-1.39K
- 7.96%
$21.89 - $22.2 $30.3K - $30.8K
16K $354M
MCD
Mcdonalds Corp

Consumer Cyclical
-183
- 7.95%
$291.67 - $316.99 $53.4K - $58K
2.12K $644M
WY
Weyerhaeuser CO

Real Estate
-433
- 2.27%
$24.1 - $26.83 $10.4K - $11.6K
18.6K $461M
UIS
Unisys Corp

Technology
-2.06K
- 6.64%
$3.69 - $4.59 $7.59K - $9.44K
28.9K $113M
DHR
Danaher Corp

Healthcare
-145
- 5.36%
$181.46 - $212.2 $26.3K - $30.8K
2.56K $507M
MA
Mastercard Inc

Financial Services
-71
- 3.65%
$550.18 - $598.96 $39.1K - $42.5K
1.88K $1.07B
MERC
Mercer International Inc.

Basic Materials
-1.23K
- 3.38%
$2.65 - $4.36 $3.27K - $5.38K
35.3K $102M
UL
Unilever PLC

Consumer Defensive
-264
- 5.57%
$58.43 - $65.01 $15.4K - $17.2K
4.47K $265M
MCO
Moodys Corp

Financial Services
-12
- 1.93%
$472.69 - $521.32 $5.67K - $6.26K
610 $290M
TTE
Total Energies Se

Energy
-210
- 4.47%
N/A
4.49K $268M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-1.19K
- 7.23%
$18.61 - $18.94 $22.1K - $22.4K
15.2K $286M
ORLA
Orla Mining Ltd.

Basic Materials
-3.13K
- 17.37%
$9.3 - $12.78 $29.1K - $40K
14.9K $161M
AVTR
Avantor, Inc.

Basic Materials
-623
- 5.29%
$11.18 - $14.21 $6.97K - $8.85K
11.1K $139M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-81
- 11.11%
$534.91 - $598.71 $43.3K - $48.5K
648 $364M
SNY
Sanofi

Healthcare
-274
- 5.84%
$45.07 - $51.35 $12.3K - $14.1K
4.42K $208M
Canadian Pacific Kansas City
-39
- 1.37%
N/A
2.81K $210M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-172
- 11.83%
$420.11 - $472.68 $72.3K - $81.3K
1.28K $601M
ADUS
Addus Home Care Corp

Healthcare
-203
- 6.98%
$104.96 - $118.41 $21.3K - $24K
2.71K $319M
FNF
Fidelity National Financial, Inc.

Financial Services
-726
- 11.3%
$51.22 - $61.07 $37.2K - $44.3K
5.7K $345M
ESNT
Essent Group Ltd.

Financial Services
-586
- 7.36%
$55.69 - $65.48 $32.6K - $38.4K
7.38K $469M
NGG
National Grid PLC

Utilities
-115
- 3.29%
$67.98 - $74.38 $7.82K - $8.55K
3.38K $245M
PSX
Phillips 66

Energy
-743
- 14.33%
$118.37 - $139.46 $87.9K - $104K
4.44K $604M
MSA
Msa Safety Inc

Industrials
-122
- 8.08%
$168.32 - $180.03 $20.5K - $22K
1.39K $239M
MPWR
Monolithic Power Systems Inc

Technology
-296
- 21.57%
$711.24 - $922.81 $211K - $273K
1.08K $991M
PVI
Invesco Vrdo Tax Free ETF

ETFs
-528
- 6.15%
$24.68 - $24.97 $13K - $13.2K
8.06K $200M
AEE
Ameren Corp

Utilities
-371
- 11.8%
$95.0 - $104.38 $35.2K - $38.7K
2.77K $289M
WU
Western Union CO

Financial Services
-411
- 2.76%
$7.88 - $8.84 $3.24K - $3.63K
14.5K $116M
UNP
Union Pacific Corp

Industrials
-110
- 3.98%
$214.91 - $237.16 $23.6K - $26.1K
2.65K $627M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-420
- 2.54%
$24.87 - $25.69 $10.4K - $10.8K
16.1K $411M
AON
Aon PLC

Financial Services
-20
- 2.65%
$350.91 - $375.27 $7.02K - $7.51K
735 $262M
EHC
Encompass Health Corp

Healthcare
-113
- 6.08%
$107.13 - $127.02 $12.1K - $14.4K
1.75K $222M
Te Connectivity PLC
-521
- 24.06%
N/A
1.64K $361M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-217
- 1.21%
$23.27 - $23.51 $5.05K - $5.1K
17.7K $413M
Linde PLC
-17
- 2.21%
N/A
752 $357M
RYAAY
Ryanair Holdings PLC

Industrials
-216
- 5.55%
$55.19 - $66.72 $11.9K - $14.4K
3.67K $221M
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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