Worth Financial Advisory Group, LLC Sells in Q4 2024

Worth Financial Advisory Group, LLC

  • $162 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-14K
- 35.69%
$221.69 - $259.02 $3.1M - $3.63M
25.2K $6.31B
MSFT
Microsoft Corp

Technology
-1.15K
- 7.58%
$406.35 - $454.46 $469K - $524K
14.1K $5.92B
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-16.9K
- 36.39%
$34.72 - $35.93 $587K - $608K
29.6K $1.06B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-8.7K
- 14.6%
$34.13 - $37.35 $297K - $325K
50.9K $1.74B
UBER
Uber Technologies, Inc

Technology
-1.54K
- 5.95%
$59.93 - $86.34 $92.5K - $133K
24.4K $1.47B
SPY
Spdr S&P 500 ETF Trust

ETFs
-860
- 13.72%
$567.81 - $607.81 $488K - $523K
5.41K $3.17B
LLY
Eli Lilly & CO

Healthcare
-407
- 57.32%
$727.2 - $932.06 $296K - $379K
303 $234M
AOR
Ishares Tr Core Growth Allocat

ETFs
-5.46K
- 16.3%
$57.32 - $59.66 $313K - $326K
28K $1.61B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-4.78K
- 12.22%
$38.37 - $42.82 $183K - $204K
34.3K $1.32B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-596
- 0.5%
$45.07 - $47.1 $26.9K - $28.1K
118K $5.35B
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-5.39K
- 11.25%
$51.31 - $55.61 $276K - $299K
42.5K $2.27B
Innovator Etfs Trust
-6.48K
- 44.88%
N/A
7.96K $219M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-887
- 1.26%
$57.53 - $60.83 $51K - $54K
69.7K $4.01B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-3.77K
- 17.43%
$44.33 - $49.55 $167K - $187K
17.9K $803M
IYH
Ishares Tr

ETFs
-1.1K
- 6.67%
$57.53 - $65.24 $63.5K - $72K
15.4K $900M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-799
- 2.95%
$176.42 - $186.91 $141K - $149K
26.3K $4.68B
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-4.36K
- 35.49%
$30.93 - $33.94 $135K - $148K
7.93K $246M
URI
United Rentals, Inc.

Industrials
-85
- 8.5%
$704.44 - $880.32 $59.9K - $74.8K
915 $645M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-4.55K
- 22.68%
$25.26 - $26.59 $115K - $121K
15.5K $393M
CAT
Caterpillar Inc

Industrials
-145
- 6.25%
$360.37 - $416.88 $52.3K - $60.4K
2.18K $789M
CVS
Cvs Health Corp

Healthcare
-90
- 1.42%
$43.78 - $67.46 $3.94K - $6.07K
6.23K $280M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-230
- 1.6%
$106.56 - $113.11 $24.5K - $26K
14.1K $1.51B
PG
Procter & Gamble CO

Consumer Defensive
-231
- 1.89%
$161.05 - $179.7 $37.2K - $41.5K
12K $2.01B
HD
Home Depot, Inc.

Consumer Cyclical
-114
- 3.04%
$385.02 - $431.37 $43.9K - $49.2K
3.63K $1.41B
PSX
Phillips 66

Energy
-75
- 1.38%
$110.35 - $138.93 $8.28K - $10.4K
5.36K $611M
XOM
Exxon Mobil Corp

Energy
-19
- 0.2%
$105.51 - $125.37 $2K - $2.38K
9.46K $1.02B
ABBV
Abb Vie Inc.

Healthcare
-144
- 4.39%
$164.99 - $203.87 $23.8K - $29.4K
3.14K $557M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-2.55K
- 22.7%
$34.78 - $35.99 $88.7K - $91.8K
8.69K $308M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-1.22K
- 8.2%
N/A
13.7K $457M
GLD
Spdr Gold Trust

ETFs
-333
- 22.32%
$236.59 - $257.5 $78.8K - $85.7K
1.16K $281M
AMD
Advanced Micro Devices Inc

Technology
-37
- 2.15%
$118.88 - $172.8 $4.4K - $6.39K
1.69K $204M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-49
- 10.49%
$501.29 - $612.85 $24.6K - $30K
418 $217M
JPIN
Jp Morgan Diversified Return I

ETFs
-387
- 5.36%
$53.56 - $59.9 $20.7K - $23.2K
6.83K $366M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-208
- 0.7%
$39.3 - $41.34 $8.17K - $8.6K
29.4K $1.16B
IQLT
Ishares Msci Intl Quality Fact

ETFs
-500
- 4.47%
$37.12 - $41.23 $18.6K - $20.6K
10.7K $397M
COST
Costco Wholesale Corp

Consumer Defensive
-85
- 23.16%
$873.59 - $994.69 $74.3K - $84.5K
282 $259M
LOW
Lowes Companies Inc

Consumer Cyclical
-5
- 0.19%
$244.52 - $284.07 $1.22K - $1.42K
2.58K $638M
IVV
Ishares Core S&P 500 ETF

ETFs
-211
- 3.93%
$570.51 - $610.59 $120K - $129K
5.16K $3.04B
UNH
Unitedhealth Group Inc

Healthcare
-3
- 0.41%
$485.52 - $625.25 $1.46K - $1.88K
725 $367M
IXN
Ishares Global Information Tec

ETFs
-1.07K
- 7.32%
$80.67 - $87.84 $86.4K - $94.1K
13.6K $1.15B
SLB
Schlumberger Limited

Energy
-358
- 2.94%
$36.83 - $45.59 $13.2K - $16.3K
11.8K $454M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-2.92K
- 2.34%
$111.85 - $120.71 $327K - $352K
122K $14B
GNR
Spdr S&P Global Natural Resour

ETFs
-71
- 1.12%
$48.67 - $58.43 $3.46K - $4.15K
6.28K $313M
DE
Deere & CO

Industrials
-139
- 15.96%
$389.45 - $466.0 $54.1K - $64.8K
732 $310M
XLI
Industrial Sector Spdr

ETFs
-251
- 4.57%
$131.76 - $143.99 $33.1K - $36.1K
5.24K $690M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-82
- 0.56%
$31.92 - $36.14 $2.62K - $2.96K
14.5K $464M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-438
- 1.24%
$42.33 - $43.3 $18.5K - $19K
35K $1.49B
IYLD
Ishares Tr Ishares Morningstar

ETFs
-1.3K
- 8.03%
$19.48 - $20.66 $25.2K - $26.8K
14.8K $289M
EMB
Ishares Tr

ETFs
-67
- 0.8%
$88.94 - $93.46 $5.96K - $6.26K
8.34K $743M
Activity Summary
Buys All Purchases 51 New Holdings 8 Increased Positions 43 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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