Worth Financial Advisory Group, LLC Incresed Positions in Q3 2025

Worth Financial Advisory Group, LLC

  • $178 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.45K
+ 1.24%
$121.46 - $130.92 $176K - $190K
118K $15.4B
SFLR
Innovator Etfs Tr Equity Manag
23.5K
+ 16.7%
N/A
164K $5.93B
NVDA
Nvidia Corp

Technology
18
+ 0.06%
$153.3 - $186.58 $2.76K - $3.36K
27.8K $5.18B
Innovator Etfs Trust
15.9K
+ 26.96%
N/A
75.1K $2.49B
CGXU
Capital Group Intl Focus Equit

ETFs
9.11K
+ 5.66%
$26.49 - $29.62 $241K - $270K
170K $5.03B
AVGO
Broadcom Inc.

Technology
153
+ 1.77%
$264.74 - $369.57 $40.5K - $56.5K
8.79K $2.9B
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
1.3K
+ 2.22%
$77.5 - $86.87 $101K - $113K
59.9K $5.01B
SPY
Spdr S&P 500 ETF Trust

ETFs
153
+ 3.8%
$617.65 - $666.84 $94.5K - $102K
4.18K $2.78B
GOOGL
Alphabet Inc.

Communication Services
103
+ 3.0%
$174.36 - $254.72 $18K - $26.2K
3.54K $859M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
5.37K
+ 13.48%
N/A
45.2K $1.41B
ETN
Eaton Corp PLC

Industrials
427
+ 10.28%
$342.99 - $392.76 $146K - $168K
4.58K $1.71B
TSLA
Tesla, Inc.

Consumer Cyclical
18
+ 1.05%
$293.94 - $444.72 $5.29K - $8K
1.73K $769M
TMO
Thermo Fisher Scientific Inc.

Healthcare
154
+ 9.56%
$404.94 - $499.99 $62.4K - $77K
1.77K $856M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
540
+ 1.54%
$54.9 - $59.81 $29.6K - $32.3K
35.7K $2.13B
RTX
Raytheon Technologies Corp

Industrials
560
+ 12.76%
$144.19 - $167.33 $80.7K - $93.7K
4.95K $828M
URI
United Rentals, Inc.

Industrials
3
+ 0.33%
$774.14 - $975.23 $2.32K - $2.93K
903 $862M
GS
Goldman Sachs Group Inc

Financial Services
99
+ 8.98%
$696.56 - $806.32 $69K - $79.8K
1.2K $956M
NEE
Nextera Energy Inc

Utilities
1.73K
+ 37.67%
$69.77 - $77.54 $121K - $134K
6.34K $478M
DVY
Ishares Tr

ETFs
925
+ 33.31%
$133.88 - $142.57 $124K - $132K
3.7K $526M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.89K
+ 1.5%
$26.38 - $27.95 $49.8K - $52.8K
128K $3.48B
PANW
Palo Alto Networks Inc

Technology
760
+ 15.22%
$167.06 - $208.19 $127K - $158K
5.75K $1.17B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1.64K
+ 17.28%
$64.75 - $69.05 $106K - $113K
11.1K $766M
NEM
Newmont Corp

Basic Materials
75
+ 1.43%
$57.35 - $85.25 $4.3K - $6.39K
5.3K $447M
HGER
Harbor ETF Tr All Weather Infl
3.25K
+ 9.61%
$24.26 - $25.91 $78.8K - $84.2K
37K $956M
VRT
Vertiv Holdings CO

Industrials
517
+ 20.86%
N/A
3K $452M
HD
Home Depot, Inc.

Consumer Cyclical
83
+ 3.2%
$357.4 - $423.42 $29.7K - $35.1K
2.68K $1.08B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.58K
+ 10.07%
$42.26 - $47.16 $66.6K - $74.3K
17.2K $797M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
415
+ 0.88%
$39.8 - $42.86 $16.5K - $17.8K
47.4K $2.03B
SPMD
Spdr Portfolio

ETFs
1.44K
+ 10.46%
$54.43 - $58.29 $78.4K - $83.9K
15.2K $869M
PLTR
Palantir Technologies Inc.

Technology
35
+ 1.54%
$130.68 - $186.97 $4.57K - $6.54K
2.31K $422M
Neuberger Berman ETF Trust
3.79K
+ 17.18%
N/A
25.9K $655M
Ab Active Etfs Inc
391
+ 7.87%
N/A
5.36K $542M
BX
Blackstone Inc.

Financial Services
59
+ 1.69%
$152.77 - $188.68 $9.01K - $11.1K
3.55K $606M
IVW
Ishares S&P 500 Growth ETF

ETFs
218
+ 4.12%
$108.97 - $121.65 $23.8K - $26.5K
5.52K $666M
JGRO
J P Morgan Exchange Traded Fd
469
+ 12.1%
N/A
4.35K $407M
MDT
Medtronic PLC

Healthcare
33
+ 0.42%
$87.67 - $95.74 $2.89K - $3.16K
7.84K $746M
VIG
Vanguard Dividend Appreciation

ETFs
104
+ 2.89%
N/A
3.7K $799M
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
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
291
+ 6.8%
$49.43 - $54.52 $14.4K - $15.9K
4.57K $248M
JPIN
Jp Morgan Diversified Return I

ETFs
258
+ 3.88%
$63.14 - $67.96 $16.3K - $17.5K
6.91K $461M
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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