Net Worth Advisory Group Incresed Positions in Q4 2024

Net Worth Advisory Group

  • $329 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
24
+ 0.56%
$260.27 - $280.65 $6.25K - $6.74K
4.3K $1.16B
CADE
Cadence Bank

Financial Services
230
+ 2.52%
$30.54 - $39.29 $7.02K - $9.04K
9.36K $322M
ZBRA
Zebra Technologies Corp

Technology
6
+ 0.35%
$360.09 - $411.94 $2.16K - $2.47K
1.74K $671M
BK
Bank Of New York Mellon Corp

Financial Services
47
+ 0.91%
$70.82 - $81.87 $3.33K - $3.85K
5.22K $401M
AIZ
Assurant, Inc.

Financial Services
18
+ 1.18%
$186.6 - $228.68 $3.36K - $4.12K
1.54K $328M
BSX
Boston Scientific Corp

Healthcare
12
+ 0.27%
$83.62 - $91.5 $1K - $1.1K
4.47K $399M
CNO
Cno Financial Group, Inc.

Financial Services
103
+ 1.05%
$34.0 - $40.5 $3.5K - $4.17K
9.89K $368M
FDX
Fedex Corp

Industrials
11
+ 0.41%
$260.5 - $305.15 $2.87K - $3.36K
2.67K $752M
VOT
Vanguard Mid Cap Growth Index

ETFs
12
+ 0.62%
$241.48 - $274.89 $2.9K - $3.3K
1.94K $491M
PKG
Packaging Corp Of America

Consumer Cyclical
17
+ 0.91%
$211.98 - $248.85 $3.6K - $4.23K
1.89K $425M
ALL
Allstate Corp

Financial Services
25
+ 0.57%
$181.25 - $208.2 $4.53K - $5.21K
4.42K $851M
AFG
American Financial Group Inc

Financial Services
78
+ 3.38%
$126.81 - $149.08 $9.89K - $11.6K
2.39K $327M
VBK
Vanguard Small Cap Growth ETF

ETFs
14
+ 1.49%
$264.18 - $304.19 $3.7K - $4.26K
955 $268M
AER
Aer Cap Holdings N.V.

Industrials
62
+ 0.62%
$91.85 - $100.3 $5.69K - $6.22K
10.1K $965M
XEL
Xcel Energy Inc

Utilities
59
+ 1.28%
$62.16 - $72.92 $3.67K - $4.3K
4.66K $315M
MSCI
Msci Inc.

Financial Services
2
+ 0.32%
$569.09 - $635.99 $1.14K - $1.27K
631 $379M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
567
+ 4.25%
$23.02 - $23.23 $13.1K - $13.2K
13.9K $321M
PNR
Pentair PLC

Industrials
14
+ 0.39%
$95.0 - $109.21 $1.33K - $1.53K
3.59K $361M
FICO
Fair Isaac Corp

Technology
1
+ 0.47%
$1911.01 - $2382.4 $1.91K - $2.38K
214 $426M
EEFT
Euronet Worldwide, Inc.

Technology
21
+ 0.91%
$96.0 - $106.61 $2.02K - $2.24K
2.34K $241M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
481
+ 3.64%
$20.6 - $20.71 $9.91K - $9.96K
13.7K $283M
VRSK
Verisk Analytics, Inc.

Industrials
3
+ 0.26%
$262.86 - $294.75 $789 - $884
1.16K $318M
SSNC
Ss&C Technologies Holdings Inc

Technology
29
+ 0.65%
$69.93 - $77.36 $2.03K - $2.24K
4.5K $341M
AZTA
Azenta, Inc.

Healthcare
10
+ 0.24%
$40.37 - $51.57 $404 - $516
4.25K $212M
DLB
Dolby Laboratories, Inc.

Industrials
21
+ 0.62%
$70.91 - $81.98 $1.49K - $1.72K
3.41K $267M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
546
+ 4.98%
$21.68 - $22.16 $11.8K - $12.1K
11.5K $250M
INGR
Ingredion Inc

Consumer Defensive
43
+ 0.96%
$132.76 - $154.86 $5.71K - $6.66K
4.51K $621M
PH
Parker Hannifin Corp

Industrials
3
+ 0.27%
$621.74 - $709.46 $1.87K - $2.13K
1.11K $708M
LII
Lennox International Inc

Industrials
3
+ 0.44%
$589.36 - $678.43 $1.77K - $2.04K
691 $421M
VTV
Vanguard Value ETF

ETFs
181
+ 3.71%
$168.32 - $181.87 $30.5K - $32.9K
5.06K $856M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
490
+ 4.23%
$20.08 - $20.61 $9.84K - $10.1K
12.1K $243M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
309
+ 2.3%
$23.25 - $23.56 $7.18K - $7.28K
13.8K $321M
EOG
Eog Resources Inc

Energy
52
+ 0.86%
$118.22 - $136.54 $6.15K - $7.1K
6.08K $745M
AIG
American International Group, Inc.

Financial Services
109
+ 1.25%
$70.0 - $79.22 $7.63K - $8.63K
8.85K $644M
GIL
Gildan Activewear Inc.

Consumer Cyclical
86
+ 1.16%
$46.28 - $50.23 $3.98K - $4.32K
7.52K $354M
ROST
Ross Stores, Inc.

Consumer Cyclical
11
+ 0.56%
$138.59 - $156.61 $1.52K - $1.72K
1.98K $300M
PM
Philip Morris International Inc.

Consumer Defensive
79
+ 1.21%
$118.38 - $133.06 $9.35K - $10.5K
6.63K $797M
IEX
Idex Corp

Industrials
73
+ 2.83%
$202.75 - $236.06 $14.8K - $17.2K
2.65K $555M
ETN
Eaton Corp PLC

Industrials
1
+ 0.05%
$326.96 - $377.52 $327 - $378
2.16K $717M
VBR
Vanguard Small Cap Value ETF

ETFs
20
+ 1.65%
$197.36 - $217.3 $3.95K - $4.35K
1.23K $244M
PVI
Invesco Vrdo Tax Free ETF

ETFs
67
+ 0.78%
$24.71 - $25.05 $1.66K - $1.68K
8.67K $214M
ABC
Amerisourcebergen Corp

Healthcare
6
+ 0.23%
N/A
2.61K $586M
BSJR
Invesco Indx Tr

ETFs
172
+ 1.36%
$22.37 - $22.7 $3.85K - $3.9K
12.8K $287M
ACN
Accenture PLC

Technology
9
+ 0.51%
$343.9 - $376.86 $3.1K - $3.39K
1.79K $630M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
38
+ 2.32%
$134.53 - $150.65 $5.11K - $5.72K
1.67K $226M
JBHT
Hunt J B Transport Services Inc

Industrials
3
+ 0.23%
$164.22 - $197.19 $493 - $592
1.3K $222M
CHDN
Churchill Downs Inc

Consumer Cyclical
6
+ 0.29%
$129.55 - $147.45 $777 - $885
2.07K $276M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
40
+ 0.61%
$47.26 - $48.18 $1.89K - $1.93K
6.61K $313M
TYL
Tyler Technologies Inc

Technology
2
+ 0.31%
$576.64 - $635.69 $1.15K - $1.27K
644 $371M
Activity Summary
Buys All Purchases 182 New Holdings 25 Increased Positions 157 Sells All Sells 201 Reductions 201 Sold out 0 Options Calls 0 Puts 0
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