Worth Financial Advisory Group, LLC Purchases in Q2 2025

Worth Financial Advisory Group, LLC

  • $163 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
809
+ 5.61%
$354.56 - $497.45 $287K - $402K
15.2K $7.58B
AVGO
Broadcom Inc.

Technology
6.89K
+ 394.73%
$146.29 - $275.65 $1.01M - $1.9M
8.64K $2.38B
NVDA
Nvidia Corp

Technology
3.35K
+ 13.75%
$94.31 - $157.99 $316K - $530K
27.8K $4.38B
AMZN
Amazon Com Inc

Consumer Cyclical
1.78K
+ 5.68%
$167.32 - $223.3 $298K - $398K
33.1K $7.27B
JPM
Jpmorgan Chase & CO

Financial Services
72
+ 0.41%
$210.28 - $289.91 $15.1K - $20.9K
17.5K $5.07B
META
Meta Platforms, Inc.

Communication Services
325
+ 11.1%
$484.66 - $738.09 $158K - $240K
3.25K $2.4B
CGXU
Capital Group Intl Focus Equit

ETFs
10.1K
+ 6.7%
$21.44 - $27.35 $216K - $276K
161K $4.36B
UBER
Uber Technologies, Inc

Technology
245
+ 0.85%
$64.62 - $93.3 $15.8K - $22.9K
29.2K $2.73B
ETN
Eaton Corp PLC

Industrials
835
+ 25.15%
$246.52 - $356.99 $206K - $298K
4.16K $1.48B
Neuberger Berman ETF Trust
22.1K
New
N/A
22.1K $553M
Innovator Etfs Trust
10.2K
+ 20.83%
N/A
59.1K $1.76B
IVV
Ishares Core S&P 500 ETF

ETFs
140
+ 2.81%
$498.8 - $620.9 $69.8K - $86.9K
5.13K $3.18B
HGER
Harbor ETF Tr All Weather Infl
14.9K
+ 79.34%
$22.13 - $25.39 $331K - $380K
33.8K $821M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
6.97K
+ 21.22%
N/A
39.8K $1.16B
NFLX
Netflix Inc

Communication Services
79
+ 13.19%
$855.86 - $1339.13 $67.6K - $106K
678 $908M
VRT
Vertiv Holdings CO

Industrials
2.48K
New
N/A
2.48K $318M
PLTR
Palantir Technologies Inc.

Technology
2.28K
New
$74.01 - $144.25 $169K - $329K
2.28K $311M
GOOG
Alphabet Inc.

Communication Services
281
+ 2.61%
$146.58 - $180.01 $41.2K - $50.6K
11K $1.96B
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
1.82K
+ 14.82%
$68.32 - $85.57 $125K - $156K
14.1K $1.21B
IXN
Ishares Global Information Tec

ETFs
337
+ 2.47%
$65.81 - $92.34 $22.2K - $31.1K
14K $1.29B
PWR
Quanta Services, Inc.

Industrials
677
New
$239.47 - $381.26 $162K - $258K
677 $256M
CRM
Salesforce, Inc.

Technology
882
+ 25.43%
$236.26 - $291.15 $208K - $257K
4.35K $1.19B
APO
Apollo Global Management, Inc.

Financial Services
1.69K
New
$108.68 - $145.07 $183K - $245K
1.69K $239M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
4.64K
New
$39.44 - $49.12 $183K - $228K
4.64K $225M
VEEV
Veeva Systems Inc

Healthcare
780
New
$209.39 - $289.94 $163K - $226K
780 $225M
PANW
Palo Alto Networks Inc

Technology
302
+ 6.44%
$152.44 - $204.64 $46K - $61.8K
4.99K $1.02B
IBM
International Business Machines Corp

Technology
737
New
$221.03 - $294.78 $163K - $217K
737 $217M
MA
Mastercard Inc

Financial Services
382
New
$479.92 - $590.74 $183K - $226K
382 $215M
DIS
Walt Disney CO

Communication Services
1.71K
New
$81.72 - $124.01 $140K - $212K
1.71K $212M
Ab Active Etfs Inc
1.65K
+ 49.67%
N/A
4.97K $446M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.28K
New
$39.89 - $49.46 $171K - $212K
4.28K $212M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
455
+ 0.98%
$32.66 - $40.75 $14.9K - $18.5K
47K $1.9B
Ge Vernova Inc
80
+ 11.13%
N/A
799 $423M
IR
Ingersoll Rand Inc.

Industrials
2.44K
New
$66.75 - $84.94 $163K - $207K
2.44K $203M
HON
Honeywell International Inc

Industrials
860
New
$182.86 - $232.88 $157K - $200K
860 $200M
GS
Goldman Sachs Group Inc

Financial Services
6
+ 0.55%
$462.22 - $707.75 $2.77K - $4.25K
1.1K $780M
SO
Southern CO

Utilities
1.97K
+ 48.92%
$84.91 - $92.56 $167K - $182K
6K $551M
ORCL
Oracle Corp

Technology
28
+ 1.3%
$122.82 - $218.63 $3.44K - $6.12K
2.18K $477M
IOCT
Innovator Etfs Tr Intl Dev Pow
4.4K
+ 38.78%
N/A
15.7K $517M
TSLA
Tesla, Inc.

Consumer Cyclical
251
+ 17.18%
$221.86 - $362.89 $55.7K - $91.1K
1.71K $544M
GDIV
Harbor ETF Tr Divid Growth Lea

ETFs
5.83K
+ 7.13%
$12.75 - $15.47 $74.3K - $90.1K
87.6K $1.35B
WMT
Walmart Inc.

Consumer Defensive
304
+ 2.25%
$81.79 - $99.98 $24.9K - $30.4K
13.8K $1.35B
COST
Costco Wholesale Corp

Consumer Defensive
137
+ 31.86%
$908.13 - $1056.85 $124K - $145K
567 $562M
Innovator Etfs Trust
4.33K
+ 26.81%
N/A
20.5K $568M
GOOGL
Alphabet Inc.

Communication Services
478
+ 16.18%
$144.7 - $178.6 $69.2K - $85.4K
3.43K $605M
IGF
Ishares Global Infrastructure

ETFs
1.82K
+ 27.6%
$50.55 - $59.83 $92K - $109K
8.41K $498M
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
3.52K
+ 17.23%
$14.19 - $19.22 $50K - $67.7K
24K $461M
URI
United Rentals, Inc.

Industrials
32
+ 3.69%
$551.94 - $753.4 $17.7K - $24.1K
900 $678M
MAR
Marriott International Inc

Consumer Cyclical
67
+ 2.52%
$211.12 - $274.14 $14.1K - $18.4K
2.72K $744M
Activity Summary
Buys All Purchases 93 New Holdings 13 Increased Positions 80 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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