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
DPZ
Dominos Pizza Inc

Consumer Cyclical
7
+ 1.04%
$408.59 - $476.19 $2.86K - $3.33K
678 $284M
LNT
Alliant Energy Corp

Utilities
69
+ 1.14%
$56.24 - $63.63 $3.88K - $4.39K
6.1K $361M
DOX
Amdocs LTD

Technology
18
+ 0.6%
$82.94 - $92.86 $1.49K - $1.67K
3.03K $258M
VOE
Vanguard Mid Cap Value Index F

ETFs
58
+ 2.11%
$160.89 - $176.18 $9.33K - $10.2K
2.81K $455M
AVT
Avnet Inc

Technology
73
+ 1.27%
$52.09 - $57.69 $3.8K - $4.21K
5.8K $303M
ARRY
Array Technologies, Inc.

Technology
1.15K
+ 4.34%
$5.16 - $7.63 $5.93K - $8.77K
27.6K $167M
YUM
Yum Brands Inc

Consumer Cyclical
20
+ 1.04%
$130.36 - $139.54 $2.61K - $2.79K
1.95K $261M
MLM
Martin Marietta Materials Inc

Basic Materials
23
+ 2.42%
$516.5 - $619.58 $11.9K - $14.3K
972 $502M
RTX
Raytheon Technologies Corp

Industrials
8
+ 0.39%
$114.45 - $127.21 $916 - $1.02K
2.08K $241M
WCN
Waste Connections, Inc.

Industrials
9
+ 0.55%
$171.06 - $193.25 $1.54K - $1.74K
1.66K $284M
IT
Gartner Inc

Technology
3
+ 0.44%
$481.22 - $551.8 $1.44K - $1.66K
686 $332M
Te Connectivity PLC
14
+ 0.69%
N/A
2.03K $291M
SKY
Skyline Champion Corp

Consumer Cyclical
34
+ 1.18%
$88.1 - $108.92 $3K - $3.7K
2.9K $256M
NVT
N Vent Electric PLC

Industrials
35
+ 0.39%
$67.69 - $79.19 $2.37K - $2.77K
9.11K $621M
ADUS
Addus Home Care Corp

Healthcare
14
+ 0.52%
$118.27 - $133.01 $1.66K - $1.86K
2.69K $337M
DGX
Quest Diagnostics Inc

Healthcare
62
+ 0.96%
N/A
6.5K $980M
BCPC
Balchem Corp

Basic Materials
17
+ 0.98%
$163.0 - $183.41 $2.77K - $3.12K
1.74K $284M
LAMR
Lamar Advertising CO

Real Estate
66
+ 2.79%
$121.37 - $138.11 $8.01K - $9.12K
2.43K $296M
ETR
Entergy Corp

Utilities
1K
+ 58.0%
$73.19 - $156.4 $73.2K - $156K
2.72K $207M
TDG
Trans Digm Group Inc

Industrials
12
+ 5.33%
$1239.0 - $1442.53 $14.9K - $17.3K
237 $300M
PG
Procter & Gamble CO

Consumer Defensive
16
+ 0.38%
$161.05 - $179.7 $2.58K - $2.88K
4.22K $708M
HIG
Hartford Financial Services Group, Inc.

Financial Services
29
+ 0.97%
$107.06 - $123.74 $3.1K - $3.59K
3.01K $329M
ENS
Ener Sys

Industrials
42
+ 1.52%
$91.53 - $104.0 $3.84K - $4.37K
2.8K $259M
POOL
Pool Corp

Industrials
3
+ 0.43%
$339.32 - $390.03 $1.02K - $1.17K
705 $240M
CB
Chubb LTD

Financial Services
6
+ 0.25%
$271.57 - $301.89 $1.63K - $1.81K
2.41K $667M
MCD
Mcdonalds Corp

Consumer Cyclical
9
+ 0.42%
$288.47 - $316.54 $2.6K - $2.85K
2.14K $620M
HEIA
Heico Crp Cl A
4
+ 0.24%
N/A
1.68K $313M
FANG
Diamondback Energy, Inc.

Energy
4
+ 0.11%
$153.06 - $199.5 $612 - $798
3.67K $602M
FNF
Fidelity National Financial, Inc.

Financial Services
70
+ 1.19%
$55.19 - $63.83 $3.86K - $4.47K
5.96K $334M
CHE
Chemed Corp

Healthcare
2
+ 0.44%
$517.44 - $613.19 $1.03K - $1.23K
458 $243M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
5
+ 0.16%
$209.89 - $233.24 $1.05K - $1.17K
3.1K $658M
TXT
Textron Inc

Industrials
20
+ 0.64%
$75.82 - $90.32 $1.52K - $1.81K
3.15K $241M
WDC
Western Digital Corp

Technology
35
+ 0.75%
$59.62 - $73.43 $2.09K - $2.57K
4.72K $281M
RS
Reliance Steel & Aluminum CO

Basic Materials
12
+ 0.55%
$264.2 - $326.32 $3.17K - $3.92K
2.18K $586M
CTAS
Cintas Corp

Industrials
12
+ 0.66%
$182.7 - $226.47 $2.19K - $2.72K
1.84K $336M
CCK
Crown Holdings Inc

Consumer Cyclical
31
+ 0.89%
$81.89 - $97.79 $2.54K - $3.03K
3.51K $290M
PKI
Perkinelmer Inc

Healthcare
14
+ 0.5%
N/A
2.81K $313M
UNP
Union Pacific Corp

Industrials
24
+ 0.9%
$223.15 - $249.32 $5.36K - $5.98K
2.69K $614M
NDSN
Nordson Corp

Industrials
3
+ 0.3%
$208.83 - $264.36 $626 - $793
994 $208M
ADI
Analog Devices Inc

Technology
17
+ 0.54%
$206.35 - $236.48 $3.51K - $4.02K
3.18K $675M
HYG
Ishares Tr

ETFs
747
+ 1.09%
$78.09 - $80.04 $58.3K - $59.8K
69.1K $5.44B
UFPI
Ufp Industries Inc

Basic Materials
20
+ 0.6%
$112.19 - $139.02 $2.24K - $2.78K
3.37K $380M
RNR
Renaissancere Holdings LTD

Financial Services
4
+ 0.15%
$241.97 - $287.47 $968 - $1.15K
2.65K $659M
EFG
Msci Eafe Growth ETF

ETFs
2
+ 0.03%
$96.83 - $106.88 $194 - $214
5.89K $571M
ABBV
Abb Vie Inc.

Healthcare
24
+ 0.67%
$164.99 - $203.87 $3.96K - $4.89K
3.59K $637M
MDT
Medtronic PLC

Healthcare
18
+ 0.24%
$79.61 - $92.24 $1.43K - $1.66K
7.47K $596M
ICFI
Icf International, Inc.

Industrials
1
+ 0.06%
$117.59 - $175.87 $118 - $176
1.68K $200M
MHO
M/I Homes, Inc.

Consumer Cyclical
12
+ 0.56%
$132.44 - $174.81 $1.59K - $2.1K
2.16K $288M
VOYA
Voya Financial, Inc.

Financial Services
50
+ 0.55%
$65.93 - $83.9 $3.3K - $4.2K
9.2K $633M
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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