Net Worth Advisory Group Incresed Positions in Q4 2025

Net Worth Advisory Group

  • $495 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
RJF
Raymond James Financial Inc

Financial Services
828
+ 19.62%
$158.05 - $167.64 $131K - $139K
5.05K $811M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1.04K
+ 4.7%
$15.2 - $17.48 $15.8K - $18.1K
23.1K $447M
MLM
Martin Marietta Materials Inc

Basic Materials
132
+ 14.09%
$596.44 - $656.85 $78.7K - $86.7K
1.07K $665M
Canadian Pacific Kansas City
1.02K
+ 36.3%
N/A
3.83K $282M
ON
On Semiconductor Corp

Technology
561
+ 6.77%
$45.74 - $55.08 $25.7K - $30.9K
8.85K $479M
DGX
Quest Diagnostics Inc

Healthcare
798
+ 18.75%
N/A
5.06K $877M
ADBE
Adobe Inc.

Technology
214
+ 5.59%
$325.07 - $359.91 $69.6K - $77K
4.04K $1.41B
EMB
Ishares Tr

ETFs
580
+ 8.15%
$94.63 - $97.03 $54.9K - $56.3K
7.7K $741M
HSBC
Hsbc Holdings PLC

Financial Services
146
+ 2.31%
$65.67 - $73.49 $9.59K - $10.7K
6.47K $509M
SEM
Select Medical Holdings Corp

Healthcare
2K
+ 13.38%
$12.92 - $14.29 $25.8K - $28.5K
16.9K $251M
BCPC
Balchem Corp

Basic Materials
349
+ 19.73%
$140.3 - $157.21 $49K - $54.9K
2.12K $325M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
3.51K
+ 15.92%
$6.71 - $8.04 $23.5K - $28.2K
25.5K $224M
MPWR
Monolithic Power Systems Inc

Technology
80
+ 7.43%
$904.44 - $1105.05 $72.4K - $88.4K
1.16K $1.05B
VCYT
Veracyte, Inc.

Healthcare
7
+ 0.11%
$33.95 - $46.04 $238 - $322
6.42K $270M
MDT
Medtronic PLC

Healthcare
453
+ 6.05%
$90.06 - $98.43 $40.8K - $44.6K
7.94K $763M
Howard Hughes Holdings Inc
696
+ 27.16%
N/A
3.26K $260M
RYAAY
Ryanair Holdings PLC

Industrials
67
+ 1.82%
$59.06 - $65.0 $3.96K - $4.36K
3.74K $270M
MMS
Maximus, Inc.

Industrials
736
+ 24.84%
$79.8 - $91.25 $58.7K - $67.2K
3.7K $319M
ORLA
Orla Mining Ltd.

Basic Materials
638
+ 4.29%
$9.52 - $13.61 $6.07K - $8.68K
15.5K $209M
IX
Orix Corp

Financial Services
389
+ 3.62%
$24.22 - $26.71 $9.42K - $10.4K
11.1K $325M
CCK
Crown Holdings Inc

Consumer Cyclical
221
+ 6.97%
$90.21 - $100.97 $19.9K - $22.3K
3.39K $349M
ING
Ing Groep Nv

Financial Services
301
+ 1.85%
$23.66 - $26.51 $7.12K - $7.98K
16.5K $463M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
1.07K
+ 3.77%
N/A
29.3K $757M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
27
+ 1.14%
$87.56 - $111.7 $2.36K - $3.02K
2.4K $273M
GAU
Galiano Gold Inc.

Basic Materials
234
+ 0.22%
$2.04 - $3.04 $477 - $711
109K $275M
CRWD
Crowd Strike Holdings, Inc.

Technology
117
+ 14.41%
$482.23 - $557.53 $56.4K - $65.2K
929 $435M
ACGL
Arch Capital Group Ltd.

Financial Services
214
+ 6.69%
$84.72 - $94.1 $18.1K - $20.1K
3.41K $327M
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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