Net Worth Advisory Group Purchases in Q4 2025

Net Worth Advisory Group

  • $495 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MMM
3 M CO

Industrials
2.44K
+ 142.24%
$148.75 - $171.6 $363K - $418K
4.15K $665M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
16.5K
New
$23.02 - $24.23 $379K - $399K
16.5K $396M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
20.6K
+ 135.64%
$18.77 - $18.93 $387K - $390K
35.8K $675M
HD
Home Depot, Inc.

Consumer Cyclical
1.11K
New
$358.03 - $397.02 $397K - $441K
1.11K $382M
AER
Aer Cap Holdings N.V.

Industrials
1.21K
+ 13.37%
$119.82 - $137.67 $145K - $167K
10.3K $1.48B
TRV
Travelers Companies, Inc.

Financial Services
1.08K
+ 23.24%
$261.57 - $287.42 $283K - $311K
5.74K $1.67B
FCX
Freeport Mcmoran Inc

Basic Materials
3.69K
+ 24.03%
$38.65 - $43.31 $142K - $160K
19K $966M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
3.86K
New
$90.99 - $95.91 $351K - $370K
3.86K $363M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.65K
New
$92.24 - $96.56 $336K - $352K
3.65K $350M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.18K
New
$210.33 - $273.65 $248K - $323K
1.18K $335M
MCD
Mcdonalds Corp

Consumer Cyclical
1.04K
+ 49.2%
$293.81 - $310.11 $306K - $323K
3.16K $967M
DHR
Danaher Corp

Healthcare
1.06K
+ 41.24%
$202.46 - $223.01 $214K - $235K
3.61K $827M
LOW
Lowes Companies Inc

Consumer Cyclical
1.62K
+ 22.59%
$225.0 - $247.99 $364K - $401K
8.77K $2.12B
NET
Cloudflare, Inc.

Technology
1.57K
New
$210.01 - $253.3 $330K - $398K
1.57K $310M
APH
Amphenol Corp

Technology
2.14K
+ 130.13%
$121.7 - $143.85 $260K - $308K
3.78K $511M
Brookfield Corp
6.69K
New
N/A
6.69K $307M
AXP
American Express CO

Financial Services
223
+ 3.79%
$316.26 - $372.77 $70.5K - $83.1K
6.1K $2.26B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
3.25K
New
$84.91 - $90.88 $276K - $296K
3.25K $296M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.4K
New
$199.44 - $208.01 $280K - $292K
1.4K $295M
STM
St Microelectronics N.V.

Technology
11.1K
New
$23.34 - $30.54 $260K - $340K
11.1K $288M
RY
Royal Bank Of Canada

Financial Services
1.66K
New
$143.64 - $149.05 $238K - $247K
1.66K $282M
Anglogold Ashanti PLC
3.26K
New
N/A
3.26K $278M
PUK
Prudential PLC

Financial Services
8.88K
New
$26.76 - $28.99 $238K - $257K
8.88K $276M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
437
New
$600.51 - $631.95 $262K - $276K
437 $274M
TJX
Tjx Companies Inc

Consumer Cyclical
1.77K
New
$138.56 - $147.63 $245K - $261K
1.77K $272M
BDX
Becton Dickinson & CO

Healthcare
1.31K
+ 52.3%
$176.39 - $193.93 $231K - $254K
3.81K $740M
Unilever PLC
4.1K
New
N/A
4.1K $268M
WDC
Western Digital Corp

Technology
1.51K
New
$113.13 - $174.22 $171K - $263K
1.51K $260M
CM
Canadian Imperial Bank Of Commerce

Financial Services
2.85K
New
$79.81 - $87.17 $228K - $249K
2.85K $259M
AMP
Ameriprise Financial Inc

Financial Services
532
+ 17.83%
$440.8 - $497.79 $235K - $265K
3.52K $1.72B
CVX
Chevron Corp

Energy
1.77K
+ 36.94%
$148.9 - $157.72 $264K - $279K
6.57K $1B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.44K
New
$102.72 - $103.6 $251K - $253K
2.44K $250M
BSJR
Invesco Indx Tr

ETFs
11.1K
+ 70.59%
$22.6 - $22.76 $251K - $253K
26.9K $607M
OXY
Occidental Petroleum Corp

Energy
7.77K
+ 65.38%
$39.75 - $47.72 $309K - $371K
19.6K $808M
RACE
Ferrari N.V.

Consumer Cyclical
663
New
$378.72 - $504.09 $251K - $334K
663 $245M
Thomson Reuters Corp
1.84K
New
N/A
1.84K $243M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
11.3K
+ 98.68%
$21.35 - $21.61 $241K - $244K
22.8K $490M
SPY
Spdr S&P 500 ETF Trust

ETFs
275
+ 8.01%
$653.02 - $687.39 $180K - $189K
3.71K $2.53B
QQQ
Invesco Qqq Trust, Series 1

ETFs
302
+ 7.97%
$589.5 - $635.77 $178K - $192K
4.09K $2.51B
FDX
Fedex Corp

Industrials
336
+ 12.83%
$224.63 - $268.67 $75.5K - $90.3K
2.96K $854M
PG
Procter & Gamble CO

Consumer Defensive
1.95K
+ 46.28%
$145.5 - $153.18 $284K - $299K
6.17K $885M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
10.8K
+ 67.33%
$21.91 - $22.1 $236K - $238K
26.8K $590M
GE
General Electric CO

Industrials
765
New
$291.49 - $314.28 $223K - $240K
765 $236M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
2.73K
New
$85.35 - $86.81 $233K - $237K
2.73K $235M
KRYS
Krystal Biotech, Inc.

Healthcare
923
New
$179.61 - $206.16 $166K - $190K
923 $228M
EWBC
East West Bancorp Inc

Financial Services
1.99K
New
$94.31 - $107.45 $188K - $214K
1.99K $224M
T
At&T Inc.

Communication Services
9.01K
New
$24.44 - $27.55 $220K - $248K
9.01K $224M
RIO
Rio Tinto PLC

Basic Materials
960
+ 9.17%
$65.44 - $72.58 $62.8K - $69.7K
11.4K $915M
IWF
Ishares Russell 1000 Gr ETF

ETFs
455
+ 35.49%
$459.47 - $491.71 $209K - $224K
1.74K $822M
Activity Summary
Buys All Purchases 289 New Holdings 77 Increased Positions 212 Sells All Sells 150 Reductions 150 Sold out 0 Options Calls 0 Puts 0
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