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
IWF
Ishares Russell 1000 Gr ETF

ETFs
-79
- 7.07%
$370.24 - $418.94 $29.2K - $33.1K
1.04K $417M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-35
- 1.16%
$121.89 - $135.52 $4.27K - $4.74K
2.99K $374M
MTRX
Matrix Service CO

Industrials
-406
- 3.73%
$11.14 - $13.45 $4.52K - $5.46K
10.5K $125M
AZO
Autozone Inc

Consumer Cyclical
-3
- 1.22%
$2981.19 - $3370.27 $8.94K - $10.1K
243 $777M
AON
Aon PLC

Financial Services
-21
- 2.69%
$344.14 - $393.31 $7.23K - $8.26K
759 $273M
JCI
Johnson Controls International PLC

Industrials
-103
- 0.93%
$74.23 - $86.6 $7.65K - $8.92K
10.9K $864M
MSI
Motorola Solutions, Inc.

Technology
-29
- 1.76%
$449.08 - $504.6 $13K - $14.6K
1.62K $749M
TJX
Tjx Companies Inc

Consumer Cyclical
-96
- 1.65%
$112.15 - $127.2 $10.8K - $12.2K
5.73K $692M
INTU
Intuit Inc

Technology
-23
- 0.75%
$602.01 - $706.25 $13.8K - $16.2K
3.06K $1.92B
TM
Toyota Motor Corp

Consumer Cyclical
-44
- 3.55%
$169.2 - $199.52 $7.44K - $8.78K
1.19K $232M
UIS
Unisys Corp

Technology
-1.04K
- 3.41%
$5.38 - $8.92 $5.57K - $9.23K
29.3K $185M
Ftai Aviation LTD
-61
- 3.02%
N/A
1.96K $282M
COST
Costco Wholesale Corp

Consumer Defensive
-16
- 1.59%
$873.59 - $994.69 $14K - $15.9K
988 $906M
CSCO
Cisco Systems, Inc.

Technology
-3.76K
- 9.42%
$52.45 - $60.02 $197K - $226K
36.2K $2.14B
SAP
Sap Se

Technology
-39
- 2.48%
$218.13 - $255.54 $8.51K - $9.97K
1.53K $378M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-193
- 1.79%
$55.73 - $66.16 $10.8K - $12.8K
10.6K $640M
GPN
Global Payments Inc

Industrials
-44
- 1.91%
$97.57 - $119.38 $4.29K - $5.25K
2.26K $254M
IVW
Ishares S&P 500 Growth ETF

ETFs
-435
- 4.04%
$94.43 - $105.47 $41.1K - $45.9K
10.3K $1.05B
HSBC
Hsbc Holdings PLC

Financial Services
-238
- 3.33%
$43.83 - $49.51 $10.4K - $11.8K
6.91K $342M
FTDR
Frontdoor, Inc.

Consumer Cyclical
-152
- 3.51%
$46.71 - $59.54 $7.1K - $9.05K
4.18K $228M
Universal Stainless & Alloy
-238
- 3.77%
N/A
6.08K $268M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
-54
- 2.47%
$109.13 - $130.93 $5.89K - $7.07K
2.13K $266M
HNRG
Hallador Energy CO

Energy
-695
- 4.05%
$8.9 - $13.49 $6.19K - $9.38K
16.4K $188M
VCYT
Veracyte, Inc.

Healthcare
-208
- 3.13%
$31.92 - $44.4 $6.64K - $9.24K
6.45K $255M
ISRG
Intuitive Surgical Inc

Healthcare
-40
- 2.46%
$471.27 - $550.62 $18.9K - $22K
1.59K $829M
EVR
Evercore Inc.

Financial Services
-2
- 0.15%
$247.66 - $315.67 $495 - $631
1.29K $357M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
-106
- 3.83%
$71.77 - $92.11 $7.61K - $9.76K
2.67K $242M
LYV
Live Nation Entertainment, Inc.

Communication Services
-52
- 2.59%
$109.06 - $140.54 $5.67K - $7.31K
1.96K $253M
EW
Edwards Lifesciences Corp

Healthcare
-217
- 3.28%
$64.54 - $75.92 $14K - $16.5K
6.4K $474M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-604
- 2.38%
$12.27 - $15.41 $7.41K - $9.31K
24.7K $359M
ATEC
Alphatec Holdings, Inc.

Healthcare
-731
- 5.35%
$4.98 - $10.48 $3.64K - $7.66K
12.9K $119M
SITM
Sitime Corp

Technology
-42
- 3.43%
$168.25 - $261.03 $7.07K - $11K
1.18K $253M
HON
Honeywell International Inc

Industrials
-41
- 1.47%
$202.84 - $236.0 $8.32K - $9.68K
2.75K $621M
AEHR
Aehr Test Systems

Technology
-389
- 2.84%
$10.78 - $16.98 $4.19K - $6.61K
13.3K $222M
VUG
Vanguard Growth ETF

ETFs
-6
- 0.32%
$378.79 - $428.11 $2.27K - $2.57K
1.86K $764M
CPRT
Copart Inc

Consumer Cyclical
-203
- 1.59%
$51.36 - $63.8 $10.4K - $13K
12.6K $721M
CCL
Carnival Corp

Consumer Cyclical
-359
- 3.31%
$17.34 - $26.8 $6.23K - $9.62K
10.5K $262M
ENRFF
Enerflex Ltd.
-865
- 3.53%
N/A
23.6K $235M
GOOGL
Alphabet Inc.

Communication Services
-92
- 1.97%
$161.86 - $196.66 $14.9K - $18.1K
4.58K $866M
V
Visa Inc.

Financial Services
-684
- 8.96%
$273.87 - $320.91 $187K - $220K
6.95K $2.2B
FISV
Fiserv Inc

Technology
-1
- 0.02%
N/A
4.17K $856M
APO
Apollo Global Management, Inc.

Financial Services
-300
- 7.69%
$131.36 - $178.61 $39.4K - $53.6K
3.6K $595M
GOOG
Alphabet Inc.

Communication Services
-1.25K
- 8.3%
$163.08 - $198.16 $203K - $247K
13.8K $2.62B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-58
- 4.52%
$260.53 - $404.79 $15.1K - $23.5K
1.23K $468M
FTNT
Fortinet, Inc.

Technology
-165
- 1.94%
$76.49 - $99.21 $12.6K - $16.4K
8.34K $788M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.17K
- 9.18%
$180.88 - $232.93 $211K - $272K
11.6K $2.53B
AMP
Ameriprise Financial Inc

Financial Services
-21
- 0.72%
$473.15 - $574.01 $9.94K - $12.1K
2.9K $1.54B
NFLX
Netflix Inc

Communication Services
-30
- 2.74%
$687.65 - $936.56 $20.6K - $28.1K
1.07K $950M
JPM
Jpmorgan Chase & CO

Financial Services
-13
- 0.13%
$205.18 - $250.29 $2.67K - $3.25K
10.2K $2.44B
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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