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
HALO
Halozyme Therapeutics, Inc.

Healthcare
1.06K
+ 18.45%
$64.1 - $74.94 $68.1K - $79.6K
6.82K $459M
DK
Delek Us Holdings, Inc.

Energy
2.24K
+ 19.65%
$31.53 - $41.7 $70.6K - $93.4K
13.6K $405M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
1.48K
+ 5.37%
$21.4 - $22.03 $31.7K - $32.6K
29.1K $630M
USB
Us Bancorp \De\

Financial Services
7
+ 0.1%
$45.28 - $48.26 $317 - $338
6.69K $357M
VRT
Vertiv Holdings CO

Industrials
109
+ 7.53%
N/A
1.56K $252M
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.05%
$157.0 - $179.44 $157 - $179
2.03K $373M
MSA
Msa Safety Inc

Industrials
300
+ 21.61%
$155.98 - $175.18 $46.8K - $52.6K
1.69K $270M
TM
Toyota Motor Corp

Consumer Cyclical
30
+ 2.79%
$185.22 - $211.24 $5.56K - $6.34K
1.11K $237M
CCL
Carnival Corp

Consumer Cyclical
354
+ 2.94%
$26.02 - $30.0 $9.21K - $10.6K
12.4K $378M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
906
+ 5.62%
$25.25 - $25.65 $22.9K - $23.2K
17K $440M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
580
+ 3.89%
$45.45 - $48.31 $26.4K - $28K
15.5K $724M
SPGI
S&P Global Inc.

Financial Services
12
+ 2.17%
$472.05 - $502.96 $5.66K - $6.04K
564 $295M
ADUS
Addus Home Care Corp

Healthcare
503
+ 18.58%
$109.07 - $122.75 $54.9K - $61.7K
3.21K $345M
ELD
Wisdomtree Emerging Local Debt

ETFs
667
+ 5.58%
$28.49 - $28.96 $19K - $19.3K
12.6K $368M
SU
Suncor Energy Inc

Energy
171
+ 2.52%
$38.17 - $44.36 $6.53K - $7.59K
6.95K $308M
IDXX
Idexx Laboratories Inc

Healthcare
6
+ 1.19%
$616.15 - $722.94 $3.7K - $4.34K
510 $345M
WU
Western Union CO

Financial Services
389
+ 2.69%
$7.93 - $9.54 $3.08K - $3.71K
14.9K $138M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
439
+ 11.69%
$176.58 - $207.02 $77.5K - $90.9K
4.2K $778M
NGG
National Grid PLC

Utilities
68
+ 2.01%
$72.53 - $78.09 $4.93K - $5.31K
3.45K $267M
CRH.L
Crh PLC

Basic Materials
66
+ 2.54%
N/A
2.67K $333M
PEP
Pepsico Inc

Consumer Defensive
55
+ 1.41%
$138.84 - $153.71 $7.64K - $8.45K
3.95K $567M
WRB
Berkley W R Corp

Financial Services
1.24K
+ 10.97%
$71.34 - $78.46 $88.5K - $97.3K
12.5K $879M
MSCI
Msci Inc.

Financial Services
12
+ 1.84%
$533.34 - $593.76 $6.4K - $7.13K
663 $381M
BP
Bp PLC

Energy
240
+ 2.92%
$32.78 - $37.35 $7.87K - $8.96K
8.47K $294M
PVI
Invesco Vrdo Tax Free ETF

ETFs
358
+ 4.44%
$24.76 - $24.92 $8.86K - $8.92K
8.42K $210M
SNY
Sanofi

Healthcare
80
+ 1.81%
$48.09 - $52.34 $3.85K - $4.19K
4.5K $218M
RELX
Relx PLC

Communication Services
1.13K
+ 21.54%
$41.33 - $47.07 $46.8K - $53.3K
6.39K $258M
MPC
Marathon Petroleum Corp

Energy
1.49K
+ 18.98%
$180.89 - $200.13 $269K - $298K
9.32K $1.52B
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
6
+ 0.13%
$52.29 - $61.47 $314 - $369
4.73K $293M
BBD
Bank Bradesco

Financial Services
2.3K
+ 3.22%
$3.06 - $3.72 $7.03K - $8.54K
73.7K $245M
PHG
Koninklijke Philips Nv

Healthcare
175
+ 1.71%
$27.15 - $29.38 $4.75K - $5.14K
10.4K $282M
CI
Cigna Corp

Healthcare
184
+ 4.88%
$244.41 - $311.0 $45K - $57.2K
3.95K $1.09B
FCFS
First Cash Holdings, Inc.

Financial Services
3
+ 0.23%
$148.07 - $162.52 $444 - $488
1.33K $211M
GWRE
Guidewire Software, Inc.

Technology
205
+ 14.11%
$215.32 - $254.23 $44.1K - $52.1K
1.66K $333M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
599
+ 4.49%
$11.56 - $13.47 $6.92K - $8.07K
13.9K $165M
SSNC
Ss&C Technologies Holdings Inc

Technology
8
+ 0.23%
$79.54 - $88.08 $636 - $705
3.53K $308M
ARW
Arrow Electronics Inc

Technology
609
+ 8.95%
$108.16 - $125.34 $65.9K - $76.3K
7.41K $817M
ARMK
Aramark

Industrials
4
+ 0.06%
$37.38 - $40.11 $150 - $160
7.08K $261M
AEE
Ameren Corp

Utilities
8
+ 0.29%
$101.28 - $105.72 $810 - $846
2.78K $278M
CSL
Carlisle Companies Inc

Industrials
1
+ 0.07%
$306.54 - $340.49 $307 - $340
1.34K $429M
IR
Ingersoll Rand Inc.

Industrials
10
+ 0.22%
$75.47 - $84.18 $755 - $842
4.65K $368M
AIR
Aar Corp

Industrials
46
+ 1.59%
$78.32 - $86.48 $3.6K - $3.98K
2.95K $244M
VRSK
Verisk Analytics, Inc.

Industrials
56
+ 5.11%
$208.0 - $249.55 $11.6K - $14K
1.15K $257M
IBKR
Interactive Brokers Group, Inc.

Financial Services
2
+ 0.05%
$64.77 - $73.08 $130 - $146
4.42K $284M
PODD
Insulet Corp

Healthcare
4
+ 0.46%
$305.98 - $336.84 $1.22K - $1.35K
875 $249M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
34
+ 1.19%
$87.55 - $103.98 $2.98K - $3.54K
2.9K $261M
ACLS
Axcelis Technologies Inc

Technology
477
+ 13.45%
$79.19 - $94.76 $37.8K - $45.2K
4.02K $323M
TPL
Texas Pacific Land Corp

Energy
632
+ 199.37%
$889.25 - $1022.65 $562K - $646K
949 $272M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
416
+ 15.38%
$153.8 - $189.34 $64K - $78.8K
3.12K $457M
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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