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
UNP
Union Pacific Corp

Industrials
1.01K
+ 37.88%
$216.37 - $237.41 $217K - $239K
3.66K $846M
NFG
National Fuel Gas CO

Energy
2.71K
New
$77.99 - $92.46 $211K - $250K
2.71K $217M
WCC
Wesco International Inc

Industrials
873
New
$208.29 - $267.15 $182K - $233K
873 $214M
DFIC
Dimensional ETF Tr Dimensional

ETFs
6.15K
New
$32.24 - $33.72 $198K - $207K
6.15K $212M
UBER
Uber Technologies, Inc

Technology
2.59K
New
$91.62 - $100.1 $237K - $259K
2.59K $211M
RBLX
Roblox Corp

Communication Services
4.31K
+ 178.01%
$101.27 - $138.56 $436K - $597K
6.73K $545M
FLS
Flowserve Corp

Industrials
3.02K
New
$49.09 - $71.85 $148K - $217K
3.02K $210M
Vanguard Mun Bd Fds
2.07K
New
N/A
2.07K $209M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.73K
New
$114.27 - $121.15 $197K - $209K
1.73K $208M
JCI
Johnson Controls International PLC

Industrials
1.68K
New
$105.55 - $122.66 $177K - $206K
1.68K $201M
ENS
Ener Sys

Industrials
669
+ 22.96%
$109.34 - $138.83 $73.1K - $92.9K
3.58K $526M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
8.34K
+ 47.26%
$23.36 - $23.46 $195K - $196K
26K $607M
ASML
Asml Holding Nv

Technology
104
+ 13.02%
$936.19 - $1075.45 $97.4K - $112K
903 $967M
SHEL
Shell PLC

Energy
2.37K
+ 24.57%
$71.37 - $77.01 $169K - $183K
12K $884M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
371
+ 7.91%
$475.68 - $513.11 $176K - $190K
5.06K $2.54B
JPM
Jpmorgan Chase & CO

Financial Services
379
+ 4.42%
$294.11 - $320.41 $111K - $121K
8.96K $2.89B
CASY
Caseys General Stores Inc

Consumer Cyclical
354
+ 29.38%
$513.19 - $567.48 $182K - $201K
1.56K $862M
RNR
Renaissancere Holdings LTD

Financial Services
367
+ 14.16%
$231.59 - $269.45 $85K - $98.9K
2.96K $832M
IEMG
Ishares Inc

ETFs
2.39K
+ 23.55%
N/A
12.5K $843M
BSCU
Invesco Exc Self Ind Tr

ETFs
10K
New
$16.86 - $17.02 $169K - $171K
10K $170M
GLDM
World Gold Trust

ETFs
1.66K
+ 61.61%
$76.32 - $86.69 $127K - $144K
4.36K $372M
TD
Toronto Dominion Bank

Financial Services
814
+ 13.22%
$78.32 - $82.74 $63.8K - $67.4K
6.97K $657M
LDOS
Leidos Holdings, Inc.

Technology
1.1K
+ 24.89%
$184.41 - $199.55 $203K - $220K
5.54K $999M
FANG
Diamondback Energy, Inc.

Energy
881
+ 23.38%
$137.29 - $149.2 $121K - $131K
4.65K $699M
AIG
American International Group, Inc.

Financial Services
1.15K
+ 13.17%
$76.15 - $84.05 $87.5K - $96.6K
9.87K $845M
CAH
Cardinal Health Inc

Healthcare
259
+ 12.22%
$153.27 - $206.06 $39.7K - $53.4K
2.38K $489M
SNA
Snap On Inc

Industrials
455
+ 23.39%
$327.33 - $349.13 $149K - $159K
2.4K $827M
VOYA
Voya Financial, Inc.

Financial Services
2.03K
+ 22.21%
$70.21 - $75.77 $142K - $153K
11.1K $830M
AME
Ametek Inc

Industrials
444
+ 14.02%
$179.28 - $202.11 $79.6K - $89.7K
3.61K $741M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.82K
+ 23.64%
$49.98 - $50.59 $141K - $143K
14.8K $742M
CADE
Cadence Bank

Financial Services
2.14K
+ 22.16%
$35.39 - $39.77 $75.7K - $85.1K
11.8K $505M
RS
Reliance Steel & Aluminum CO

Basic Materials
400
+ 18.55%
$269.23 - $285.6 $108K - $114K
2.56K $738M
Cooper Cos Inc
514
+ 8.06%
N/A
6.89K $565M
SGOL
Abrdn Gold ETF Trust

ETFs
2.31K
+ 41.41%
$36.75 - $41.74 $85K - $96.6K
7.9K $325M
GL
Globe Life Inc.

Financial Services
960
+ 15.3%
$130.64 - $140.98 $125K - $135K
7.23K $1.01B
MGA
Magna International Inc

Consumer Cyclical
1.31K
+ 17.45%
$43.54 - $50.37 $57.1K - $66.1K
8.83K $471M
EVR
Evercore Inc.

Financial Services
318
+ 23.84%
$291.66 - $334.01 $92.7K - $106K
1.65K $562M
KO
Coca Cola CO

Consumer Defensive
1.33K
+ 30.67%
$66.1 - $71.61 $87.6K - $95K
5.65K $395M
ADI
Analog Devices Inc

Technology
91
+ 2.9%
$225.32 - $246.37 $20.5K - $22.4K
3.23K $877M
BKNG
Booking Holdings Inc.

Consumer Cyclical
20
+ 16.39%
$4804.01 - $5424.55 $96.1K - $108K
142 $763M
INTU
Intuit Inc

Technology
242
+ 8.64%
$641.79 - $683.39 $155K - $165K
3.04K $2.02B
EME
Emcor Group, Inc.

Industrials
202
+ 33.44%
$618.96 - $777.0 $125K - $157K
806 $493M
LVS
Las Vegas Sands Corp

Consumer Cyclical
653
+ 13.39%
$46.47 - $66.99 $30.3K - $43.7K
5.53K $360M
ESNT
Essent Group Ltd.

Financial Services
1.23K
+ 16.66%
$58.8 - $62.19 $72.3K - $76.4K
8.61K $560M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.77K
+ 14.19%
$52.54 - $55.77 $92.8K - $98.5K
14.2K $764M
HCAT
Health Catalyst, Inc.

Healthcare
36.4K
New
$2.27 - $3.46 $82.6K - $126K
36.4K $86.9M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
293
+ 12.02%
$198.6 - $229.9 $58.2K - $67.4K
2.73K $602M
SKY
Skyline Champion Corp

Consumer Cyclical
728
+ 24.73%
$64.26 - $84.03 $46.8K - $61.2K
3.67K $310M
ATEC
Alphatec Holdings, Inc.

Healthcare
9
+ 0.07%
$13.14 - $20.75 $118 - $187
13K $273M
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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