Worth Financial Advisory Group, LLC Purchases in Q1 2025

Worth Financial Advisory Group, LLC

  • $157 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IQLT
Ishares Msci Intl Quality Fact

ETFs
10
+ 0.09%
$36.91 - $41.03 $369 - $410
10.7K $425M
IGF
Ishares Global Infrastructure

ETFs
229
+ 3.6%
$51.96 - $54.84 $11.9K - $12.6K
6.59K $360M
LOW
Lowes Companies Inc

Consumer Cyclical
247
+ 9.56%
$222.66 - $268.42 $55K - $66.3K
2.83K $660M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
49
+ 0.17%
$24.73 - $25.62 $1.21K - $1.26K
28.2K $719M
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
3.87K
+ 23.37%
$15.58 - $20.55 $60.4K - $79.6K
20.5K $326M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
72
+ 0.91%
$30.35 - $33.16 $2.19K - $2.39K
8K $256M
AOM
Ishares Tr Core Moderate Alloc

ETFs
145
+ 2.16%
$42.93 - $44.71 $6.22K - $6.48K
6.84K $300M
TSLA
Tesla, Inc.

Consumer Cyclical
546
+ 59.67%
$222.15 - $428.22 $121K - $234K
1.46K $379M
DHR
Danaher Corp

Healthcare
158
+ 16.06%
$201.62 - $250.59 $31.9K - $39.6K
1.14K $234M
HYG
Ishares Tr

ETFs
67
+ 2.22%
$78.51 - $80.11 $5.26K - $5.37K
3.08K $243M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
157
+ 2.89%
$48.02 - $53.02 $7.54K - $8.32K
5.59K $277M
LMT
Lockheed Martin Corp

Industrials
28
+ 5.69%
$423.19 - $506.29 $11.8K - $14.2K
520 $232M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
834
+ 14.22%
$36.64 - $45.76 $30.6K - $38.2K
6.7K $251M
Ge Vernova Inc
5
+ 0.7%
N/A
719 $219M
AXP
American Express CO

Financial Services
101
+ 6.13%
$255.39 - $325.87 $25.8K - $32.9K
1.75K $470M
BAC
Bank Of America Corp

Financial Services
151
+ 0.81%
$39.61 - $47.74 $5.98K - $7.21K
18.7K $781M
AVGO
Broadcom Inc.

Technology
301
+ 20.83%
$167.43 - $244.7 $50.4K - $73.7K
1.75K $292M
GOOGL
Alphabet Inc.

Communication Services
107
+ 3.76%
$154.33 - $206.19 $16.5K - $22.1K
2.95K $457M
IXN
Ishares Global Information Tec

ETFs
83
+ 0.61%
$75.73 - $88.4 $6.29K - $7.34K
13.6K $1.03B
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
394
+ 0.69%
$68.32 - $78.49 $26.9K - $30.9K
57.7K $4.04B
NVDA
Nvidia Corp

Technology
2.34K
+ 10.59%
$106.98 - $149.43 $250K - $349K
24.4K $2.64B
MSFT
Microsoft Corp

Technology
365
+ 2.6%
$375.39 - $447.2 $137K - $163K
14.4K $5.41B
AAPL
Apple Inc.

Technology
395
+ 1.57%
$209.68 - $247.1 $82.8K - $97.6K
25.6K $5.69B
Activity Summary
Buys All Purchases 74 New Holdings 13 Increased Positions 61 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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