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.

Portfolio value $337 Billion
ETFs: $152 Billion
Technology: $43 Billion
Financial Services: $28.9 Billion
Healthcare: $28.7 Billion
Industrials: $22 Billion
Consumer Cyclical: $14.8 Billion
Energy: $11.7 Billion
Consumer Defensive: $10.1 Billion
Other: $22.3 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.67B
$623 Million 0.18% of portfolio
10,805
Q3 2024 New
$1.45B
$413 Million 0.12% of portfolio
6,673
Q3 2024 New
$322M
$237 Million 0.07% of portfolio
11,226
Q3 2024 New
$1.47B
$213 Million 0.06% of portfolio
13,126
Q3 2024 New
$1.56B
$188 Million 0.06% of portfolio
30,916
Q3 2024 New
$517M
$213 Million 0.06% of portfolio
8,115
Q3 2024 New
$1.04B
$159 Million 0.05% of portfolio
15,539
Q3 2024 New
$906M
$174 Million 0.05% of portfolio
26,447
Q3 2024 New
$367M
$162 Million 0.05% of portfolio
17,142
Q3 2024 New
$454M
$176 Million 0.05% of portfolio
13,717
Q3 2024 New
$435M
$172 Million 0.05% of portfolio
30,326
Q3 2024 New
$409M
$146 Million 0.04% of portfolio
24,501
Q3 2024 New
$329M
$125 Million 0.04% of portfolio
10,877
Q3 2024 New
$429M
$107 Million 0.03% of portfolio
15,788
Q3 2024 New
$1.46B
$115 Million 0.03% of portfolio
11,801
Q3 2024 New
$962M
$76.1 Million 0.02% of portfolio
13,660
Q3 2024 New

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
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