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.
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 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