Worth Financial Advisory Group, LLC Incresed Positions in Q1 2025

Worth Financial Advisory Group, LLC

  • $157 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SFLR
Innovator Etfs Tr Equity Manag
40.5K
+ 37.43%
N/A
149K $4.67B
LLY
Eli Lilly & CO

Healthcare
918
+ 302.97%
$725.72 - $929.72 $666K - $853K
1.22K $1.01B
UBER
Uber Technologies, Inc

Technology
4.58K
+ 18.74%
$63.17 - $81.49 $289K - $373K
29K $2.11B
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.19K
+ 283.49%
$497.6 - $606.74 $590K - $719K
1.6K $798M
WMT
Walmart Inc.

Consumer Defensive
5.65K
+ 72.03%
$84.5 - $105.05 $478K - $594K
13.5K $1.18B
MDT
Medtronic PLC

Healthcare
4.52K
+ 141.28%
$79.84 - $94.5 $361K - $427K
7.72K $694M
V
Visa Inc.

Financial Services
772
+ 21.83%
$306.92 - $362.71 $237K - $280K
4.31K $1.51B
MAR
Marriott International Inc

Consumer Cyclical
1.63K
+ 159.12%
$237.01 - $304.45 $387K - $497K
2.66K $633M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
14.7K
+ 81.36%
N/A
32.8K $804M
Innovator Etfs Trust
14K
+ 39.98%
N/A
48.9K $1.32B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
5.28K
+ 18.0%
$38.99 - $40.37 $206K - $213K
34.6K $1.4B
PANW
Palo Alto Networks Inc

Technology
1.52K
+ 47.89%
$167.82 - $208.28 $255K - $316K
4.69K $800M
XOM
Exxon Mobil Corp

Energy
684
+ 7.23%
$105.44 - $118.93 $72.1K - $81.3K
10.1K $1.21B
Blackrock ETF Trust Ii
3.51K
+ 48.65%
N/A
10.7K $562M
GDIV
Harbor ETF Tr Divid Growth Lea

ETFs
14.7K
+ 21.96%
$14.37 - $15.93 $211K - $234K
81.7K $1.19B
CVS
Cvs Health Corp

Healthcare
240
+ 3.85%
$44.22 - $68.64 $10.6K - $16.5K
6.47K $438M
CGUS
Capital Group Core Equity ETF
5K
+ 81.96%
$33.08 - $36.62 $165K - $183K
11.1K $371M
CGXU
Capital Group Intl Focus Equit

ETFs
7.51K
+ 5.24%
$24.48 - $26.59 $184K - $200K
151K $3.69B
Innovator Etfs Trust
5.59K
+ 53.01%
N/A
16.1K $413M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
151
+ 17.32%
$442.66 - $534.52 $66.8K - $80.7K
1.02K $545M
COST
Costco Wholesale Corp

Consumer Defensive
148
+ 52.48%
$890.62 - $1076.86 $132K - $159K
430 $407M
CRM
Salesforce, Inc.

Technology
1.07K
+ 44.86%
$268.36 - $359.95 $288K - $387K
3.47K $931M
QQQ
Invesco Qqq Trust, Series 1

ETFs
322
+ 50.55%
$468.34 - $539.52 $151K - $174K
959 $450M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.08K
+ 35.1%
$87.68 - $94.52 $94.3K - $102K
4.14K $388M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1.58K
+ 21.46%
$61.9 - $66.89 $97.7K - $106K
8.93K $567M
RTX
Raytheon Technologies Corp

Industrials
199
+ 4.83%
$114.1 - $135.66 $22.7K - $27K
4.32K $573M
AOA
Ishares Tr Core Aggressive All

ETFs
1.16K
+ 7.67%
$75.7 - $80.01 $87.6K - $92.6K
16.2K $1.24B
NOW
Service Now, Inc.

Technology
296
+ 50.17%
$783.83 - $1170.39 $232K - $346K
886 $705M
TMUS
T Mobile Us, Inc.

Communication Services
85
+ 7.54%
$211.3 - $272.83 $18K - $23.2K
1.21K $323M
XLE
Energy Sector Spdr

ETFs
108
+ 1.33%
$85.7 - $93.96 $9.26K - $10.1K
8.22K $769M
VIG
Vanguard Dividend Appreciation

ETFs
352
+ 10.84%
N/A
3.6K $698M
IYH
Ishares Tr

ETFs
235
+ 1.52%
$58.32 - $62.76 $13.7K - $14.7K
15.7K $955M
DVY
Ishares Tr

ETFs
333
+ 18.31%
$128.58 - $138.1 $42.8K - $46K
2.15K $289M
XLF
Financial Sector Spdr

ETFs
284
+ 1.87%
$47.32 - $52.19 $13.4K - $14.8K
15.5K $771M
COP
Conocophillips

Energy
229
+ 11.05%
$88.6 - $105.85 $20.3K - $24.2K
2.3K $242M
JPIN
Jp Morgan Diversified Return I

ETFs
106
+ 1.55%
$52.75 - $58.91 $5.59K - $6.24K
6.94K $397M
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
XLI
Industrial Sector Spdr

ETFs
53
+ 1.01%
$128.78 - $141.67 $6.83K - $7.51K
5.29K $693M
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
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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