Net Worth Advisory Group Sells in Q4 2024

Net Worth Advisory Group

  • $329 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BWX
Spdr Bloomberg International T

ETFs
-13.8K
- 3.8%
$21.39 - $23.3 $295K - $321K
348K $7.45B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-262
- 13.46%
$701.85 - $1046.91 $184K - $274K
1.68K $1.2B
IEF
Ishares Barclays

ETFs
-1.08K
- 1.01%
$92.08 - $98.18 $99.6K - $106K
106K $9.77B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-949
- 1.03%
$106.56 - $113.11 $101K - $107K
91.2K $9.74B
VGIT
Vanguard Intermediate Term Tre

ETFs
-4.93K
- 4.46%
$57.78 - $60.4 $285K - $297K
105K $6.12B
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.03K
- 0.95%
$106.33 - $110.69 $110K - $114K
107K $11.4B
CORP
Pimco Investment Grade Corp Bd

ETFs
-448
- 0.47%
$95.1 - $99.41 $42.6K - $44.5K
95.9K $9.12B
PEP
Pepsico Inc

Consumer Defensive
-1.73K
- 15.76%
$151.29 - $176.1 $262K - $305K
9.25K $1.41B
ON
On Semiconductor Corp

Technology
-5.34K
- 61.35%
$63.05 - $74.7 $336K - $399K
3.36K $212M
MPC
Marathon Petroleum Corp

Energy
-1.25K
- 14.77%
$131.65 - $174.84 $165K - $219K
7.22K $1.01B
NXPI
Nxp Semiconductors N.V.

Technology
-1.36K
- 53.93%
$207.27 - $255.58 $282K - $348K
1.16K $241M
ELV
Elevance Health, Inc.

Healthcare
-322
- 20.72%
$365.96 - $514.62 $118K - $166K
1.23K $454M
MRK
Merck & Co., Inc.

Healthcare
-1.38K
- 9.26%
$96.31 - $114.76 $133K - $159K
13.6K $1.35B
ASML
Asml Holding Nv

Technology
-258
- 24.45%
$658.43 - $872.27 $170K - $225K
797 $553M
TGT
Target Corp

Consumer Defensive
-1.12K
- 13.52%
$121.59 - $160.69 $136K - $180K
7.15K $966M
ADBE
Adobe Inc.

Technology
-130
- 3.63%
$437.39 - $552.96 $56.9K - $71.9K
3.45K $1.54B
JNJ
Johnson & Johnson

Healthcare
-824
- 7.22%
$143.34 - $165.86 $118K - $137K
10.6K $1.53B
UNH
Unitedhealth Group Inc

Healthcare
-42
- 1.15%
$485.52 - $625.25 $20.4K - $26.3K
3.62K $1.83B
CI
Cigna Corp

Healthcare
-133
- 3.9%
$265.59 - $358.58 $35.3K - $47.7K
3.28K $906M
XOM
Exxon Mobil Corp

Energy
-1.46K
- 13.47%
$105.51 - $125.37 $154K - $183K
9.39K $1.01B
PSX
Phillips 66

Energy
-1.24K
- 21.91%
$110.35 - $138.93 $137K - $173K
4.43K $504M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.13K
- 26.92%
$172.07 - $207.36 $366K - $441K
5.77K $1.14B
NVO
Novo Nordisk A S

Healthcare
-243
- 4.01%
$85.0 - $120.04 $20.7K - $29.2K
5.81K $500M
RIO
Rio Tinto PLC

Basic Materials
-1.3K
- 11.24%
$58.59 - $71.15 $75.9K - $92.2K
10.2K $602M
SEM
Select Medical Holdings Corp

Healthcare
-139
- 1.04%
$18.26 - $40.2 $2.54K - $5.59K
13.2K $249M
MSFT
Microsoft Corp

Technology
-367
- 5.97%
$406.35 - $454.46 $149K - $167K
5.78K $2.44B
COP
Conocophillips

Energy
-1.6K
- 21.31%
$95.12 - $114.72 $152K - $184K
5.91K $586M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-588
- 0.46%
$81.68 - $82.93 $48K - $48.8K
128K $10.5B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.11K
- 5.71%
$96.64 - $101.23 $107K - $112K
18.3K $1.77B
MPWR
Monolithic Power Systems Inc

Technology
-4
- 0.7%
$560.06 - $942.58 $2.24K - $3.77K
565 $334M
SHEL
Shell PLC

Energy
-2.4K
- 22.65%
$60.63 - $70.23 $145K - $168K
8.18K $512M
OXY
Occidental Petroleum Corp

Energy
-3.08K
- 20.47%
$45.36 - $55.91 $140K - $172K
12K $591M
CVX
Chevron Corp

Energy
-1.13K
- 19.72%
$141.15 - $162.53 $159K - $183K
4.58K $664M
TD
Toronto Dominion Bank

Financial Services
-1.9K
- 26.49%
$51.56 - $63.8 $97.9K - $121K
5.27K $281M
MTZ
Mastec Inc

Industrials
-1.55K
- 45.79%
$119.94 - $147.94 $186K - $229K
1.83K $250M
AMD
Advanced Micro Devices Inc

Technology
-141
- 4.19%
$118.88 - $172.8 $16.8K - $24.4K
3.22K $389M
CEG
Constellation Energy Corp

Utilities
-177
- 5.55%
$224.28 - $285.52 $39.7K - $50.5K
3.01K $674M
NVS
Novartis Ag

Healthcare
-99
- 1.38%
$96.78 - $117.18 $9.58K - $11.6K
7.05K $686M
ARW
Arrow Electronics Inc

Technology
-43
- 0.65%
$112.44 - $137.23 $4.83K - $5.9K
6.61K $747M
IEMG
Ishares Inc

ETFs
-1.18K
- 8.63%
N/A
12.5K $653M
AMGN
Amgen Inc

Healthcare
-30
- 1.48%
$258.78 - $328.31 $7.76K - $9.85K
1.99K $520M
LKQ
Lkq Corp

Consumer Cyclical
-2.66K
- 25.02%
$36.0 - $39.99 $95.6K - $106K
7.96K $293M
LOW
Lowes Companies Inc

Consumer Cyclical
-23
- 0.45%
$244.52 - $284.07 $5.62K - $6.53K
5.07K $1.25B
DHR
Danaher Corp

Healthcare
-4
- 0.15%
$226.16 - $274.52 $905 - $1.1K
2.6K $598M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-3.61K
- 10.19%
N/A
31.8K $652M
HELE
Helen Of Troy LTD

Consumer Defensive
-1.85K
- 27.71%
$59.46 - $73.79 $110K - $136K
4.82K $289M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.81K
- 9.6%
$38.37 - $42.82 $69.3K - $77.3K
17K $652M
MGA
Magna International Inc

Consumer Cyclical
-3.12K
- 35.52%
$39.47 - $46.46 $123K - $145K
5.67K $237M
LDOS
Leidos Holdings, Inc.

Technology
-9
- 0.14%
$143.17 - $201.39 $1.29K - $1.81K
6.46K $930M
Activity Summary
Buys All Purchases 182 New Holdings 25 Increased Positions 157 Sells All Sells 201 Reductions 201 Sold out 0 Options Calls 0 Puts 0
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