Worth Financial Advisory Group, LLC Purchases in Q3 2025

Worth Financial Advisory Group, LLC

  • $178 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.45K
+ 1.24%
$121.46 - $130.92 $176K - $190K
118K $15.4B
SFLR
Innovator Etfs Tr Equity Manag
23.5K
+ 16.7%
N/A
164K $5.93B
NVDA
Nvidia Corp

Technology
18
+ 0.06%
$153.3 - $186.58 $2.76K - $3.36K
27.8K $5.18B
Innovator Etfs Trust
15.9K
+ 26.96%
N/A
75.1K $2.49B
CGXU
Capital Group Intl Focus Equit

ETFs
9.11K
+ 5.66%
$26.49 - $29.62 $241K - $270K
170K $5.03B
The Alger ETF Trust
17.9K
New
N/A
17.9K $629M
AVGO
Broadcom Inc.

Technology
153
+ 1.77%
$264.74 - $369.57 $40.5K - $56.5K
8.79K $2.9B
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
1.3K
+ 2.22%
$77.5 - $86.87 $101K - $113K
59.9K $5.01B
Innovator Etfs Trust
13.3K
New
N/A
13.3K $369M
STX
Seagate Technology Holdings PLC

Technology
1.39K
New
$142.01 - $236.06 $198K - $329K
1.39K $329M
JNJ
Johnson & Johnson

Healthcare
1.59K
New
$155.17 - $185.42 $247K - $295K
1.59K $295M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
5.36K
New
$47.56 - $49.7 $255K - $267K
5.36K $265M
GOOGL
Alphabet Inc.

Communication Services
103
+ 3.0%
$174.36 - $254.72 $18K - $26.2K
3.54K $859M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
5.37K
+ 13.48%
N/A
45.2K $1.41B
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
7.41K
+ 30.9%
$18.65 - $22.58 $138K - $167K
31.4K $703M
IJUL
Innovator Etfs Tr

ETFs
7.36K
New
$31.5 - $32.72 $232K - $241K
7.36K $240M
ETN
Eaton Corp PLC

Industrials
427
+ 10.28%
$342.99 - $392.76 $146K - $168K
4.58K $1.71B
TSLA
Tesla, Inc.

Consumer Cyclical
18
+ 1.05%
$293.94 - $444.72 $5.29K - $8K
1.73K $769M
MLI
Mueller Industries Inc

Industrials
2.19K
New
$82.07 - $101.7 $180K - $223K
2.19K $221M
Sandisk Corp
1.92K
New
N/A
1.92K $216M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
749
New
$224.68 - $282.71 $168K - $212K
749 $209M
GII
Spdr S&P Global Infrasture ETF

ETFs
2.96K
New
$66.35 - $69.9 $196K - $207K
2.96K $206M
Innovator Etfs Trust
6.39K
New
N/A
6.39K $203M
TMO
Thermo Fisher Scientific Inc.

Healthcare
154
+ 9.56%
$404.94 - $499.99 $62.4K - $77K
1.77K $856M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
2.68K
New
$67.52 - $76.75 $181K - $206K
2.68K $201M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
540
+ 1.54%
$54.9 - $59.81 $29.6K - $32.3K
35.7K $2.13B
RTX
Raytheon Technologies Corp

Industrials
560
+ 12.76%
$144.19 - $167.33 $80.7K - $93.7K
4.95K $828M
URI
United Rentals, Inc.

Industrials
3
+ 0.33%
$774.14 - $975.23 $2.32K - $2.93K
903 $862M
GS
Goldman Sachs Group Inc

Financial Services
99
+ 8.98%
$696.56 - $806.32 $69K - $79.8K
1.2K $956M
NEE
Nextera Energy Inc

Utilities
1.73K
+ 37.67%
$69.77 - $77.54 $121K - $134K
6.34K $478M
DVY
Ishares Tr

ETFs
925
+ 33.31%
$133.88 - $142.57 $124K - $132K
3.7K $526M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.89K
+ 1.5%
$26.38 - $27.95 $49.8K - $52.8K
128K $3.48B
PANW
Palo Alto Networks Inc

Technology
760
+ 15.22%
$167.06 - $208.19 $127K - $158K
5.75K $1.17B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1.64K
+ 17.28%
$64.75 - $69.05 $106K - $113K
11.1K $766M
NEM
Newmont Corp

Basic Materials
75
+ 1.43%
$57.35 - $85.25 $4.3K - $6.39K
5.3K $447M
HGER
Harbor ETF Tr All Weather Infl
3.25K
+ 9.61%
$24.26 - $25.91 $78.8K - $84.2K
37K $956M
VRT
Vertiv Holdings CO

Industrials
517
+ 20.86%
N/A
3K $452M
HD
Home Depot, Inc.

Consumer Cyclical
83
+ 3.2%
$357.4 - $423.42 $29.7K - $35.1K
2.68K $1.08B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.58K
+ 10.07%
$42.26 - $47.16 $66.6K - $74.3K
17.2K $797M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
415
+ 0.88%
$39.8 - $42.86 $16.5K - $17.8K
47.4K $2.03B
SPMD
Spdr Portfolio

ETFs
1.44K
+ 10.46%
$54.43 - $58.29 $78.4K - $83.9K
15.2K $869M
PLTR
Palantir Technologies Inc.

Technology
35
+ 1.54%
$130.68 - $186.97 $4.57K - $6.54K
2.31K $422M
Neuberger Berman ETF Trust
3.79K
+ 17.18%
N/A
25.9K $655M
Ab Active Etfs Inc
391
+ 7.87%
N/A
5.36K $542M
BX
Blackstone Inc.

Financial Services
59
+ 1.69%
$152.77 - $188.68 $9.01K - $11.1K
3.55K $606M
IVW
Ishares S&P 500 Growth ETF

ETFs
218
+ 4.12%
$108.97 - $121.65 $23.8K - $26.5K
5.52K $666M
JGRO
J P Morgan Exchange Traded Fd
469
+ 12.1%
N/A
4.35K $407M
MDT
Medtronic PLC

Healthcare
33
+ 0.42%
$87.67 - $95.74 $2.89K - $3.16K
7.84K $746M
VIG
Vanguard Dividend Appreciation

ETFs
104
+ 2.89%
N/A
3.7K $799M
Activity Summary
Buys All Purchases 78 New Holdings 12 Increased Positions 66 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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