Net Worth Advisory Group Portfolio Holdings
Net Worth Advisory Group
- $337 Billion
- Q3 2024
Net Worth Advisory Group has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $337 Billion distributed in 386 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total International B with a value of $12.6B, Ishares Tr Tips Bd ETF with a value of $12B, Ishares Barclays 1 3 Year Trea with a value of $10.7B, Ishares Barclays with a value of $10.5B, and Ishares Iboxx $ Investment Gra with a value of $10.4B.
Examining the 13F form we can see an increase of $337B in the current position value.
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 386
- Current Value $337 Billion
- Filing
- Period Q3 2024
- Filing Date October 17, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 386 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks