Net Worth Advisory Group Portfolio Holdings

Net Worth Advisory Group

  • $329 Billion
  • Q4 2024

Net Worth Advisory Group has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $329 Billion distributed in 385 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total International B with a value of $12.4B, Ishares Tr Tips Bd ETF with a value of $11.4B, Ishares Barclays 1 3 Year Trea with a value of $10.5B, Ishares Barclays with a value of $9.77B, and Ishares Iboxx $ Investment Gra with a value of $9.74B.

Examining the 13F form we can see an decrease of $7.61B in the current position value, from $337B to 329B.

Net Worth Advisory Group is based out at Sandy, UT

Below you can find more details about Net Worth Advisory Group portfolio as well as his latest detailed transactions.

Portfolio value $329 Billion
ETFs: $152 Billion
Technology: $38.4 Billion
Financial Services: $32.6 Billion
Healthcare: $23.4 Billion
Industrials: $21.1 Billion
Consumer Cyclical: $15 Billion
Energy: $10.2 Billion
Communication Services: $10.2 Billion
Other: $21.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$276B
$4.63 Billion 1.41% of portfolio
34,474
Q4 2024 Reduced 10.23%
$3.78T
$2.9 Billion 0.88% of portfolio
11,594
Q4 2024 Reduced 8.08%
$1.41T
$2.86 Billion 0.87% of portfolio
4,879
Q4 2024 Added 4.25%
$1.06T
$2.62 Billion 0.8% of portfolio
13,769
Q4 2024 Reduced 8.3%
$2.04T
$2.53 Billion 0.77% of portfolio
11,552
Q4 2024 Reduced 9.18%
$2.96T
$2.44 Billion 0.74% of portfolio
5,780
Q4 2024 Reduced 5.97%
$723B
$2.44 Billion 0.74% of portfolio
10,180
Q4 2024 Reduced 0.13%
$563B
$2.2 Billion 0.67% of portfolio
6,947
Q4 2024 Reduced 8.96%
$260B
$2.14 Billion 0.65% of portfolio
36,202
Q4 2024 Reduced 9.42%
$171B
$1.92 Billion 0.58% of portfolio
3,063
Q4 2024 Reduced 0.75%
$456B
$1.83 Billion 0.56% of portfolio
3,621
Q4 2024 Reduced 1.15%
$832B
$1.64 Billion 0.5% of portfolio
4,052
Q4 2024 Reduced 1.34%
$35.8B
$1.65 Billion 0.5% of portfolio
15,904
Q4 2024 Added 2.49%
$434B
$1.53 Billion 0.47% of portfolio
10,592
Q4 2024 Reduced 7.22%
$53.7B
$1.54 Billion 0.47% of portfolio
2,895
Q4 2024 Reduced 0.72%
$207B
$1.54 Billion 0.47% of portfolio
3,452
Q4 2024 Reduced 3.63%
$238B
$1.35 Billion 0.41% of portfolio
13,563
Q4 2024 Reduced 9.26%
$60B
$1.3 Billion 0.4% of portfolio
5,402
Q4 2024 Added 1.27%
$276B
$1.28 Billion 0.39% of portfolio
18,162
Q4 2024 Added 18.58%
$151B
$1.25 Billion 0.38% of portfolio
5,071
Q4 2024 Reduced 0.45%
$74.9B
$1.2 Billion 0.36% of portfolio
1,684
Q4 2024 Reduced 13.46%
$257B
$1.18 Billion 0.36% of portfolio
13,051
Q4 2024 Added 0.08%
$912B
$1.14 Billion 0.35% of portfolio
5,769
Q4 2024 Reduced 26.92%
$72.7B
$1.06 Billion 0.32% of portfolio
4,581
Q4 2024 Reduced 32.32%
$194B
$1.06 Billion 0.32% of portfolio
1,855
Q4 2024 Added 0.22%
$17.1B
$1.05 Billion 0.32% of portfolio
4,197
Q4 2024 Added 0.99%
$68.6B
$1.01 Billion 0.31% of portfolio
7,222
Q4 2024 Reduced 14.77%
$202B
$1.03 Billion 0.31% of portfolio
8,191
Q4 2024 Added 0.7%
$449B
$1.01 Billion 0.31% of portfolio
9,385
Q4 2024 Reduced 13.47%
$65B
$1.03 Billion 0.31% of portfolio
32,001
Q4 2024 Reduced 0.13%
$15.6B
$980 Million 0.3% of portfolio
6,495
Q4 2024 Added 0.96%
$18.4B
$946 Million 0.29% of portfolio
20,519
Q4 2024 Added 27.49%
$403B
$950 Million 0.29% of portfolio
1,065
Q4 2024 Reduced 2.74%
$52.5B
$966 Million 0.29% of portfolio
7,149
Q4 2024 Reduced 13.52%
$25.1B
$965 Million 0.29% of portfolio
10,088
Q4 2024 Added 0.62%
$407B
$935 Million 0.28% of portfolio
5,612
Q4 2024 Reduced 1.28%
$18.3B
$930 Million 0.28% of portfolio
6,458
Q4 2024 Reduced 0.14%
$327B
$922 Million 0.28% of portfolio
4,177
Q4 2024 Added 24.43%
$96.3B
$906 Million 0.27% of portfolio
3,280
Q4 2024 Reduced 3.9%
$175B
$884 Million 0.27% of portfolio
834
Q4 2024 Reduced 22.56%
$8.02B
$875 Million 0.27% of portfolio
9,870
Q4 2024 Added 0.55%
$454B
$906 Million 0.27% of portfolio
988
Q4 2024 Reduced 1.59%
$1.03T
$866 Million 0.26% of portfolio
4,577
Q4 2024 Reduced 1.97%
$79.5B
$856 Million 0.26% of portfolio
4,167
Q4 2024 Reduced 0.02%
$53.4B
$851 Million 0.26% of portfolio
4,416
Q4 2024 Added 0.57%
$648B
$864 Million 0.26% of portfolio
1,906
Q4 2024 Reduced 0.16%
$42.5B
$871 Million 0.26% of portfolio
4,834
Q4 2024 Added 1.83%
$55.8B
$864 Million 0.26% of portfolio
10,943
Q4 2024 Reduced 0.93%
$105B
$808 Million 0.25% of portfolio
26,662
Q4 2024 Reduced 1.65%

Summary

  • Portfolio
  • No. of Stocks 385
  • Current Value $329 Billion
  • Prior Value $337 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 25 stocks
  • Additional Purchases 157 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 201 stocks
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