Worth Financial Advisory Group, LLC Purchases in Q3 2024

Worth Financial Advisory Group, LLC

  • $170 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
13.1K
+ 50.08%
$207.23 - $234.82 $2.71M - $3.07M
39.2K $9.14B
SFLR
Innovator Etfs Tr Equity Manag
34.2K
New
N/A
34.2K $1.09B
LLY
Eli Lilly & CO

Healthcare
710
New
$772.14 - $960.02 $548K - $682K
710 $629M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
3.5K
+ 6.53%
$65.4 - $72.79 $229K - $254K
57K $4.14B
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
7.61K
New
$55.83 - $66.22 $425K - $504K
7.61K $480M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
9.19K
New
$45.52 - $52.02 $418K - $478K
9.19K $466M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.22K
+ 4.59%
$44.83 - $47.42 $234K - $248K
119K $5.61B
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
13.5K
New
$31.92 - $33.91 $431K - $458K
13.5K $458M
Innovator Etfs Trust
14.4K
New
N/A
14.4K $418M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
11.2K
New
$33.02 - $35.03 $371K - $394K
11.2K $394M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
406
+ 0.97%
$77.02 - $85.06 $31.3K - $34.5K
42.3K $3.57B
HD
Home Depot, Inc.

Consumer Cyclical
232
+ 6.6%
$333.64 - $405.2 $77.4K - $94K
3.75K $1.52B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.38K
+ 12.61%
$36.02 - $41.68 $158K - $182K
39.1K $1.61B
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.43K
+ 2.06%
$54.98 - $59.51 $78.4K - $84.9K
70.6K $4.2B
CGXU
Capital Group Intl Focus Equit

ETFs
4.12K
+ 3.05%
$24.27 - $27.46 $99.9K - $113K
139K $3.75B
DHR
Danaher Corp

Healthcare
978
New
$239.25 - $280.76 $234K - $275K
978 $272M
TSLA
Tesla, Inc.

Consumer Cyclical
1.02K
New
$191.76 - $263.26 $196K - $269K
1.02K $267M
MAR
Marriott International Inc

Consumer Cyclical
1.06K
New
$211.35 - $255.11 $225K - $271K
1.06K $264M
Blackrock ETF Trust Ii
4.91K
New
N/A
4.91K $263M
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
14.8K
New
$14.96 - $17.23 $221K - $254K
14.8K $253M
PWR
Quanta Services, Inc.

Industrials
840
New
$239.58 - $298.23 $201K - $251K
840 $250M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.28K
New
$42.22 - $48.62 $223K - $257K
5.28K $245M
ETN
Eaton Corp PLC

Industrials
631
+ 33.37%
$272.52 - $333.02 $172K - $210K
2.52K $836M
SPYG
Spdr Portfolio

ETFs
2.9K
New
$73.38 - $84.1 $213K - $244K
2.9K $241M
USEP
Innovator U.S. Equity Ultra Bu
6.91K
New
N/A
6.91K $240M
AVGO
Broadcom Inc.

Technology
1.39K
New
$136.27 - $1745.86 $189K - $2.42M
1.39K $239M
TMUS
T Mobile Us, Inc.

Communication Services
1.12K
New
$175.14 - $206.36 $197K - $232K
1.12K $232M
BX
Blackstone Inc.

Financial Services
438
+ 8.16%
$120.77 - $159.66 $52.9K - $69.9K
5.81K $889M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
3.19K
+ 91.2%
$58.75 - $64.07 $188K - $205K
6.69K $429M
MSFT
Microsoft Corp

Technology
1.06K
+ 7.46%
$395.15 - $467.56 $417K - $494K
15.2K $6.54B
DVY
Ishares Tr

ETFs
1.61K
New
$119.99 - $135.74 $193K - $218K
1.61K $217M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
8.3K
New
$25.49 - $25.49 $212K - $212K
8.3K $213M
CGUS
Capital Group Core Equity ETF
6.09K
New
$31.19 - $34.33 $190K - $209K
6.09K $209M
FXR
First Trust Industrials/Produc

ETFs
2.68K
New
$66.85 - $75.76 $179K - $203K
2.68K $203M
NEE
Nextera Energy Inc

Utilities
2.38K
New
$69.9 - $84.97 $166K - $202K
2.38K $201M
META
Meta Platforms, Inc.

Communication Services
55
+ 2.24%
$453.41 - $572.44 $24.9K - $31.5K
2.51K $1.44B
ORCL
Oracle Corp

Technology
119
+ 1.98%
$125.9 - $170.35 $15K - $20.3K
6.14K $1.05B
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
2.91K
+ 6.47%
$46.89 - $52.24 $136K - $152K
47.9K $2.48B
UBER
Uber Technologies, Inc

Technology
1.76K
+ 7.29%
$58.48 - $77.47 $103K - $137K
26K $1.95B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.2K
+ 2.05%
$33.74 - $37.96 $40.5K - $45.5K
59.6K $2.24B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
6.42K
+ 44.52%
$24.86 - $26.33 $159K - $169K
20.8K $544M
EQIX
Equinix Inc

Real Estate
96
+ 14.08%
$749.0 - $890.01 $71.9K - $85.4K
778 $691M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
5.76K
+ 40.25%
$25.19 - $26.77 $145K - $154K
20.1K $533M
URI
United Rentals, Inc.

Industrials
6
+ 0.6%
$627.41 - $814.1 $3.76K - $4.88K
1K $810M
CAT
Caterpillar Inc

Industrials
36
+ 1.58%
$316.8 - $391.12 $11.4K - $14.1K
2.32K $908M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
258
+ 0.7%
$60.84 - $67.51 $15.7K - $17.4K
36.9K $2.49B
CB
Chubb LTD

Financial Services
155
+ 6.36%
$252.51 - $292.2 $39.1K - $45.3K
2.59K $747M
SPMD
Spdr Portfolio

ETFs
1.34K
+ 8.88%
$50.29 - $54.92 $67.5K - $73.7K
16.5K $900M
GDIV
Harbor ETF Tr Divid Growth Lea

ETFs
3.69K
+ 6.24%
$13.97 - $15.44 $51.6K - $57K
62.9K $971M
Activity Summary
Buys All Purchases 106 New Holdings 23 Increased Positions 83 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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