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
LLY
Eli Lilly & CO

Healthcare
-24
- 2.61%
$727.2 - $932.06 $17.5K - $22.4K
895 $691M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.38K
- 8.86%
$44.04 - $49.49 $60.8K - $68.3K
14.2K $625M
AES
Aes Corp

Utilities
-116
- 0.71%
$12.44 - $20.24 $1.44K - $2.35K
16.3K $210M
ZTS
Zoetis Inc.

Healthcare
-57
- 1.82%
$162.24 - $194.42 $9.25K - $11.1K
3.08K $501M
IDXX
Idexx Laboratories Inc

Healthcare
-33
- 3.19%
$406.92 - $495.42 $13.4K - $16.3K
1K $414M
WY
Weyerhaeuser CO

Real Estate
-36
- 0.19%
$27.21 - $33.7 $980 - $1.21K
18.5K $522M
AVGO
Broadcom Inc.

Technology
-2.19K
- 32.32%
$159.67 - $250.0 $349K - $547K
4.58K $1.06B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-3.78K
- 10.26%
$22.39 - $23.45 $84.5K - $88.5K
33K $759M
PHG
Koninklijke Philips Nv

Healthcare
-571
- 4.74%
$24.71 - $32.66 $14.1K - $18.6K
11.5K $291M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-27
- 1.83%
$396.64 - $516.74 $10.7K - $14K
1.45K $585M
EIX
Edison International

Utilities
-416
- 5.64%
$77.93 - $88.36 $32.4K - $36.8K
6.97K $556M
QCOM
Qualcomm Inc

Technology
-57
- 1.28%
$150.4 - $178.04 $8.57K - $10.1K
4.38K $673M
CSTM
Constellium Se

Basic Materials
-248
- 1.89%
$9.97 - $16.45 $2.47K - $4.08K
12.9K $132M
KO
Coca Cola CO

Consumer Defensive
-578
- 12.84%
$61.74 - $71.71 $35.7K - $41.4K
3.92K $244M
NOW
Service Now, Inc.

Technology
-243
- 22.56%
$867.18 - $1148.42 $211K - $279K
834 $884M
EFV
Msci Eafe Value ETF

ETFs
-173
- 1.31%
$51.78 - $57.15 $8.96K - $9.89K
13K $684M
TXN
Texas Instruments Inc

Technology
-52
- 1.54%
N/A
3.33K $625M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
-8.59K
- 41.28%
$8.01 - $11.0 $68.8K - $94.5K
12.2K $110M
CSX
Csx Corp

Industrials
-41
- 0.13%
$31.58 - $36.88 $1.29K - $1.51K
32K $1.03B
WLK
Westlake Corp

Basic Materials
-16
- 0.82%
$113.23 - $148.98 $1.81K - $2.38K
1.93K $221M
ESNT
Essent Group Ltd.

Financial Services
-4
- 0.06%
$52.73 - $64.9 $211 - $260
7.2K $392M
Ferguson Enterprises Inc
-49
- 1.98%
N/A
2.43K $422M
BBD
Bank Bradesco

Financial Services
-4.41K
- 5.42%
$1.87 - $2.77 $8.25K - $12.2K
77K $147M
CMCSA
Comcast Corp

Communication Services
-248
- 1.76%
$37.39 - $45.14 $9.27K - $11.2K
13.9K $521M
A
Agilent Technologies, Inc.

Healthcare
-77
- 1.86%
$125.69 - $146.56 $9.68K - $11.3K
4.05K $544M
MEC
Mayville Engineering Company, Inc.

Industrials
-422
- 3.76%
$15.66 - $21.81 $6.61K - $9.2K
10.8K $170M
IVE
Ishares S&P 500 Value ETF

ETFs
-164
- 3.03%
$189.5 - $206.17 $31.1K - $33.8K
5.24K $1B
AZN
Astrazeneca PLC

Healthcare
-105
- 2.24%
$63.2 - $79.58 $6.64K - $8.36K
4.59K $301M
MELI
Mercadolibre Inc

Consumer Cyclical
-3
- 1.79%
$1666.0 - $2117.3 $5K - $6.35K
165 $280M
INTC
Intel Corp

Technology
-695
- 5.21%
$19.07 - $26.23 $13.3K - $18.2K
12.6K $253M
SNY
Sanofi

Healthcare
-207
- 4.02%
$45.89 - $57.31 $9.5K - $11.9K
4.94K $238M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-577
- 2.08%
$19.82 - $21.55 $11.4K - $12.4K
27.1K $537M
ING
Ing Groep Nv

Financial Services
-736
- 3.99%
$15.1 - $17.73 $11.1K - $13K
17.7K $277M
HALO
Halozyme Therapeutics, Inc.

Healthcare
-42
- 0.73%
$42.57 - $61.09 $1.79K - $2.57K
5.68K $271M
STE
Steris PLC

Healthcare
-23
- 1.66%
$204.34 - $235.7 $4.7K - $5.42K
1.36K $279M
TTE
Total Energies Se

Energy
-101
- 2.03%
N/A
4.86K $265M
MMS
Maximus, Inc.

Industrials
-55
- 1.97%
$69.81 - $92.82 $3.84K - $5.11K
2.73K $204M
SSL
Sasol LTD

Basic Materials
-1.25K
- 5.83%
$4.46 - $7.28 $5.58K - $9.1K
20.2K $92.1M
UL
Unilever PLC

Consumer Defensive
-167
- 3.22%
$56.7 - $64.64 $9.47K - $10.8K
5.02K $285M
Linde PLC
-12
- 1.5%
N/A
788 $330M
UPS
United Parcel Service Inc

Industrials
-45
- 1.0%
$122.65 - $138.35 $5.52K - $6.23K
4.44K $560M
PEG
Public Service Enterprise Group Inc

Utilities
-435
- 14.05%
$81.87 - $94.51 $35.6K - $41.1K
2.66K $225M
HD
Home Depot, Inc.

Consumer Cyclical
-64
- 4.01%
$385.02 - $431.37 $24.6K - $27.6K
1.53K $596M
NGG
National Grid PLC

Utilities
-175
- 4.5%
$57.68 - $70.03 $10.1K - $12.3K
3.71K $221M
TT
Trane Technologies PLC

Industrials
-34
- 1.78%
$369.35 - $419.14 $12.6K - $14.3K
1.88K $693M
WEX
Wex Inc.

Technology
-18
- 1.34%
$167.45 - $216.67 $3.01K - $3.9K
1.33K $233M
VST
Vistra Corp.

Utilities
-1.37K
- 18.94%
$115.74 - $166.61 $158K - $227K
5.84K $806M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-467
- 2.88%
$23.11 - $25.17 $10.8K - $11.8K
15.7K $364M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-5
- 0.23%
$97.29 - $122.68 $486 - $613
2.19K $214M
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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