Worth Financial Advisory Group, LLC Incresed Positions 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
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
897
+ 1.55%
$62.52 - $78.19 $56.1K - $70.1K
58.6K $4.55B
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
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
CRM
Salesforce, Inc.

Technology
882
+ 25.43%
$236.26 - $291.15 $208K - $257K
4.35K $1.19B
PANW
Palo Alto Networks Inc

Technology
302
+ 6.44%
$152.44 - $204.64 $46K - $61.8K
4.99K $1.02B
Ab Active Etfs Inc
1.65K
+ 49.67%
N/A
4.97K $446M
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
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
HD
Home Depot, Inc.

Consumer Cyclical
299
+ 13.04%
$335.24 - $380.78 $100K - $114K
2.59K $950M
SLB
Schlumberger Limited

Energy
4.43K
+ 74.37%
$31.95 - $42.2 $142K - $187K
10.4K $351M
LMT
Lockheed Martin Corp

Industrials
187
+ 35.96%
$430.82 - $486.45 $80.6K - $91K
707 $328M
QQQ
Invesco Qqq Trust, Series 1

ETFs
28
+ 2.92%
$416.06 - $551.64 $11.6K - $15.4K
987 $545M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1K
+ 24.17%
$85.42 - $94.39 $85.4K - $94.4K
5.14K $482M
BA
Boeing CO

Industrials
177
+ 12.23%
$136.59 - $217.51 $24.2K - $38.5K
1.62K $340M
IVW
Ishares S&P 500 Growth ETF

ETFs
7
+ 0.13%
$82.96 - $110.1 $581 - $771
5.3K $583M
V
Visa Inc.

Financial Services
174
+ 4.04%
$308.27 - $373.31 $53.6K - $65K
4.48K $1.59B
DVY
Ishares Tr

ETFs
625
+ 29.04%
$118.37 - $134.86 $74K - $84.3K
2.78K $369M
RTX
Raytheon Technologies Corp

Industrials
66
+ 1.53%
$113.75 - $148.48 $7.51K - $9.8K
4.39K $641M
OSEA
Harbor ETF Tr Harbor Intl Comp
1.08K
+ 12.16%
N/A
9.98K $292M
NEM
Newmont Corp

Basic Materials
72
+ 1.4%
$44.18 - $59.46 $3.18K - $4.28K
5.23K $305M
XOM
Exxon Mobil Corp

Energy
1.56K
+ 15.37%
$99.93 - $119.04 $156K - $186K
11.7K $1.26B
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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