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
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
690
+ 9.82%
$39.37 - $44.24 $27.2K - $30.5K
7.72K $338M
BA
Boeing CO

Industrials
208
+ 12.81%
$209.79 - $237.38 $43.6K - $49.4K
1.83K $395M
MCD
Mcdonalds Corp

Consumer Cyclical
118
+ 7.25%
$291.67 - $316.99 $34.4K - $37.4K
1.75K $530M
XLF
Financial Sector Spdr

ETFs
516
+ 3.29%
$51.37 - $54.25 $26.5K - $28K
16.2K $873M
MAR
Marriott International Inc

Consumer Cyclical
330
+ 12.12%
$255.35 - $282.87 $84.3K - $93.3K
3.05K $795M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
70
+ 0.51%
$37.04 - $40.86 $2.59K - $2.86K
13.8K $561M
NFLX
Netflix Inc

Communication Services
120
+ 17.7%
$1147.87 - $1297.18 $138K - $156K
798 $957M
XLE
Energy Sector Spdr

ETFs
66
+ 0.78%
$84.25 - $91.99 $5.56K - $6.07K
8.52K $761M
VALQ
American Centy ETF Tr Stoxx Us

ETFs
350
+ 4.3%
$61.0 - $64.72 $21.4K - $22.7K
8.5K $548M
Linde PLC
73
+ 6.11%
N/A
1.27K $602M
JPIN
Jp Morgan Diversified Return I

ETFs
258
+ 3.88%
$63.14 - $67.96 $16.3K - $17.5K
6.91K $461M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
410
+ 7.32%
$50.02 - $53.28 $20.5K - $21.8K
6.01K $314M
SO
Southern CO

Utilities
157
+ 2.62%
$90.83 - $96.0 $14.3K - $15.1K
6.15K $583M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
234
+ 3.15%
$36.93 - $40.55 $8.64K - $9.49K
7.67K $308M
FXL
First Tr Exchange Traded Fd Fi

ETFs
18
+ 0.69%
$155.79 - $172.55 $2.8K - $3.11K
2.64K $443M
AXP
American Express CO

Financial Services
55
+ 6.49%
$294.27 - $342.31 $16.2K - $18.8K
902 $299M
IOCT
Innovator Etfs Tr Intl Dev Pow
240
+ 1.53%
N/A
16K $546M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 1.01%
$459.11 - $506.91 $4.59K - $5.07K
998 $502M
LLY
Eli Lilly & CO

Healthcare
54
+ 4.19%
$625.65 - $812.69 $33.8K - $43.9K
1.34K $1.02B
IQLT
Ishares Msci Intl Quality Fact

ETFs
203
+ 1.9%
$41.43 - $44.2 $8.41K - $8.97K
10.9K $481M
APO
Apollo Global Management, Inc.

Financial Services
176
+ 10.43%
$131.55 - $156.05 $23.2K - $27.5K
1.86K $248M
AMGN
Amgen Inc

Healthcare
17
+ 1.33%
$271.18 - $309.22 $4.61K - $5.26K
1.29K $365M
VEEV
Veeva Systems Inc

Healthcare
2
+ 0.26%
$269.2 - $297.91 $538 - $596
782 $233M
PG
Procter & Gamble CO

Consumer Defensive
161
+ 5.44%
$150.47 - $161.22 $24.2K - $26K
3.12K $480M
TMUS
T Mobile Us, Inc.

Communication Services
6
+ 0.5%
$226.02 - $259.01 $1.36K - $1.55K
1.22K $292M
EQIX
Equinix Inc

Real Estate
2
+ 0.31%
$756.7 - $811.13 $1.51K - $1.62K
638 $500M
NOW
Service Now, Inc.

Technology
84
+ 9.69%
$850.86 - $1044.69 $71.5K - $87.8K
951 $875M
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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