Net Worth Advisory Group Portfolio Holdings
Net Worth Advisory Group
- $318 Billion
- Q1 2025
Net Worth Advisory Group has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $318 Billion distributed in 367 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total International B with a value of $12.5B, Ishares Tr Tips Bd ETF with a value of $12B, Ishares Barclays 1 3 Year Trea with a value of $10.6B, Ishares Barclays with a value of $10.3B, and Ishares Iboxx $ Investment Gra with a value of $9.96B.
Examining the 13F form we can see an decrease of $11.5B in the current position value, from $329B to 318B.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 367
- Current Value $318 Billion
- Prior Value $329 Billion
- Filing
- Period Q1 2025
- Filing Date April 15, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 42 stocks
- Additional Purchases 188 stocks
- Sold out of 0 stocks
- Reduced holdings in 135 stocks