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
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-357
- 2.61%
$11.84 - $13.45 $4.23K - $4.8K
13.3K $169M
GOOGL
Alphabet Inc.

Communication Services
-2.73K
- 27.6%
$174.36 - $254.72 $476K - $696K
7.17K $1.74B
SSNC
Ss&C Technologies Holdings Inc

Technology
-282
- 7.42%
$81.85 - $90.2 $23.1K - $25.4K
3.52K $312M
RJF
Raymond James Financial Inc

Financial Services
-543
- 11.4%
$154.64 - $176.43 $84K - $95.8K
4.22K $729M
NVS
Novartis Ag

Healthcare
-404
- 5.76%
$113.5 - $129.73 $45.9K - $52.4K
6.61K $848M
ELD
Wisdomtree Emerging Local Debt

ETFs
-335
- 2.73%
$27.5 - $29.07 $9.21K - $9.74K
11.9K $343M
AMAT
Applied Materials Inc

Technology
-839
- 10.57%
$156.25 - $204.95 $131K - $172K
7.1K $1.45B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-41
- 0.6%
$47.76 - $48.46 $1.96K - $1.99K
6.78K $327M
VET
Vermilion Energy Inc.

Energy
-1.09K
- 5.0%
$7.07 - $8.59 $7.71K - $9.36K
20.7K $162M
ADI
Analog Devices Inc

Technology
-82
- 2.54%
$220.68 - $255.63 $18.1K - $21K
3.14K $772M
SNA
Snap On Inc

Industrials
-202
- 9.41%
$313.01 - $346.53 $63.2K - $70K
1.95K $674M
VICR
Vicor Corp

Technology
-293
- 6.17%
$43.84 - $54.72 $12.8K - $16K
4.46K $221M
PPLT
Abrdn Platinum ETF Trust

ETFs
-185
- 11.31%
N/A
1.45K $207M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
-37
- 1.8%
$114.67 - $124.98 $4.24K - $4.62K
2.01K $244M
VRT
Vertiv Holdings CO

Industrials
-186
- 11.38%
N/A
1.45K $218M
LOW
Lowes Companies Inc

Consumer Cyclical
-909
- 11.27%
$215.01 - $273.02 $195K - $248K
7.16K $1.8B
AVAV
Aero Vironment Inc

Industrials
-50
- 6.12%
$226.08 - $314.89 $11.3K - $15.7K
767 $242M
RNR
Renaissancere Holdings LTD

Financial Services
-80
- 2.99%
$231.95 - $253.93 $18.6K - $20.3K
2.59K $658M
BBD
Bank Bradesco

Financial Services
-3.18K
- 4.26%
$2.75 - $3.39 $8.74K - $10.8K
71.4K $241M
ETN
Eaton Corp PLC

Industrials
-64
- 2.93%
$342.99 - $392.76 $22K - $25.1K
2.12K $794M
MLM
Martin Marietta Materials Inc

Basic Materials
-114
- 10.85%
$546.36 - $631.12 $62.3K - $71.9K
937 $591M
TDS
Telephone & Data Systems Inc

Communication Services
-432
- 5.05%
$35.43 - $40.72 $15.3K - $17.6K
8.12K $319M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-53
- 2.27%
$187.97 - $199.47 $9.96K - $10.6K
2.28K $454M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-813
- 2.86%
$20.22 - $21.71 $16.4K - $17.7K
27.6K $595M
VOYA
Voya Financial, Inc.

Financial Services
-246
- 2.63%
$67.31 - $77.62 $16.6K - $19.1K
9.12K $682M
FTDR
Frontdoor, Inc.

Consumer Cyclical
-274
- 6.24%
$54.88 - $68.04 $15K - $18.6K
4.12K $277M
PHG
Koninklijke Philips Nv

Healthcare
-647
- 5.94%
$23.84 - $28.62 $15.4K - $18.5K
10.2K $279M
CVNA
Carvana Co.

Consumer Cyclical
-167
- 8.16%
$326.09 - $392.66 $54.5K - $65.6K
1.88K $709M
NVMI
Nova Ltd.

Technology
-49
- 6.16%
$237.16 - $319.66 $11.6K - $15.7K
747 $239M
CVE
Cenovus Energy Inc.

Energy
-1.15K
- 9.6%
$13.87 - $17.81 $15.9K - $20.4K
10.8K $184M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-899
- 3.91%
$14.53 - $17.13 $13.1K - $15.4K
22.1K $370M
IX
Orix Corp

Financial Services
-666
- 5.84%
$22.28 - $27.06 $14.8K - $18K
10.7K $281M
BP
Bp PLC

Energy
-433
- 5.0%
$30.25 - $35.69 $13.1K - $15.5K
8.23K $284M
AZN
Astrazeneca PLC

Healthcare
-74
- 1.65%
$68.72 - $82.11 $5.09K - $6.08K
4.41K $338M
BDX
Becton Dickinson & CO

Healthcare
-68
- 2.64%
$172.41 - $199.66 $11.7K - $13.6K
2.5K $468M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-58
- 4.38%
$393.18 - $439.39 $22.8K - $25.5K
1.27K $551M
TD
Toronto Dominion Bank

Financial Services
-175
- 2.76%
$72.55 - $79.95 $12.7K - $14K
6.16K $492M
CADE
Cadence Bank

Financial Services
-804
- 7.68%
$33.44 - $38.12 $26.9K - $30.6K
9.66K $363M
SSL
Sasol LTD

Basic Materials
-1.35K
- 6.24%
$4.6 - $7.15 $6.2K - $9.64K
20.3K $126M
CDNS
Cadence Design Systems Inc

Technology
-219
- 8.6%
$309.46 - $373.37 $67.8K - $81.8K
2.33K $818M
ATEC
Alphatec Holdings, Inc.

Healthcare
-876
- 6.33%
$10.31 - $16.55 $9.03K - $14.5K
13K $189M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-589
- 3.8%
$42.67 - $46.91 $25.1K - $27.6K
14.9K $697M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-88
- 4.69%
$167.19 - $219.52 $14.7K - $19.3K
1.79K $392M
RTX
Raytheon Technologies Corp

Industrials
-36
- 1.74%
$144.19 - $167.33 $5.19K - $6.02K
2.03K $340M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-712
- 2.46%
N/A
28.3K $718M
PH
Parker Hannifin Corp

Industrials
-31
- 2.75%
$697.13 - $769.67 $21.6K - $23.9K
1.1K $833M
ALL
Allstate Corp

Financial Services
-77
- 1.7%
$192.0 - $214.65 $14.8K - $16.5K
4.44K $954M
HSBC
Hsbc Holdings PLC

Financial Services
-322
- 4.85%
$60.27 - $70.98 $19.4K - $22.9K
6.32K $449M
MDT
Medtronic PLC

Healthcare
-168
- 2.19%
$87.67 - $95.74 $14.7K - $16.1K
7.49K $713M
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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