Worth Financial Advisory Group, LLC Purchases in Q4 2025

Worth Financial Advisory Group, LLC

  • $206 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
108K
New
$46.57 - $47.16 $5.03M - $5.1M
108K $5.03B
IAU
Ishares Gold Trust

ETFs
19.6K
New
$72.65 - $82.5 $1.42M - $1.61M
19.6K $1.59B
LQD
Ishares Iboxx $ Investment Gra

ETFs
12.4K
New
$110.25 - $112.92 $1.37M - $1.4M
12.4K $1.37B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
30.3K
New
$42.66 - $43.29 $1.29M - $1.31M
30.3K $1.3B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
31K
New
$40.28 - $40.85 $1.25M - $1.27M
31K $1.25B
Blackrock ETF Trust Ii
20.3K
New
N/A
20.3K $1.07B
FMB
First Tr Exchange Traded Fd Ii

ETFs
14.9K
New
$50.75 - $51.37 $755K - $764K
14.9K $761M
The Alger ETF Trust
20.9K
+ 117.09%
N/A
38.8K $1.33B
EMB
Ishares Tr

ETFs
7.24K
New
$94.63 - $97.03 $685K - $702K
7.24K $697M
AMZN
Amazon Com Inc

Consumer Cyclical
1.33K
+ 4.02%
$213.04 - $254.0 $283K - $338K
34.4K $7.95B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
23.4K
New
$25.75 - $26.12 $601K - $610K
23.4K $601M
Innovator Etfs Trust
18.6K
New
N/A
18.6K $600M
AAPL
Apple Inc.

Technology
475
+ 1.8%
$245.27 - $275.25 $117K - $131K
26.9K $7.31B
SNOW
Snowflake Inc.

Technology
2.51K
New
$230.55 - $277.14 $579K - $696K
2.51K $551M
NVDA
Nvidia Corp

Technology
2.63K
+ 9.47%
$179.83 - $207.04 $473K - $545K
30.4K $5.67B
GOOGL
Alphabet Inc.

Communication Services
709
+ 20.06%
$236.57 - $291.31 $168K - $207K
4.24K $1.33B
LLY
Eli Lilly & CO

Healthcare
27
+ 2.01%
$799.57 - $1025.28 $21.6K - $27.7K
1.37K $1.47B
CGXU
Capital Group Intl Focus Equit

ETFs
15.2K
+ 8.91%
$29.32 - $31.03 $444K - $470K
185K $5.47B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.68K
New
$91.46 - $91.76 $428K - $430K
4.68K $428M
ZTS
Zoetis Inc.

Healthcare
3.37K
New
$118.8 - $147.53 $401K - $498K
3.37K $425M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
13.7K
+ 30.37%
N/A
58.9K $1.83B
CEG
Constellation Energy Corp

Utilities
1.19K
New
$335.74 - $401.43 $400K - $478K
1.19K $420M
PANW
Palo Alto Networks Inc

Technology
2.79K
+ 48.44%
$204.77 - $221.38 $571K - $617K
8.54K $1.57B
AVGO
Broadcom Inc.

Technology
728
+ 8.28%
$324.63 - $385.98 $236K - $281K
9.52K $3.29B
GLD
Spdr Gold Trust

ETFs
965
New
$354.79 - $403.15 $342K - $389K
965 $382M
TSLA
Tesla, Inc.

Consumer Cyclical
820
+ 47.4%
$401.99 - $468.37 $330K - $384K
2.55K $1.15B
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
14.1K
New
$25.94 - $26.36 $365K - $371K
14.1K $364M
SRLN
Ssga Active Trust

ETFs
8.51K
New
$41.05 - $41.54 $349K - $354K
8.51K $351M
AOM
Ishares Tr Core Moderate Alloc

ETFs
7.31K
New
$47.0 - $48.26 $344K - $353K
7.31K $349M
Harris Oakmark ETF Trust
13K
New
N/A
13K $335M
Blackrock Inc
297
New
N/A
297 $318M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
395
+ 0.33%
$127.15 - $133.03 $50.2K - $52.5K
118K $15.7B
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
6.38K
New
$45.54 - $46.39 $290K - $296K
6.38K $291M
HYLS
First Tr Tactical High Yield L

ETFs
6.28K
New
$41.67 - $42.1 $262K - $264K
6.28K $263M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
5.72K
New
$44.38 - $44.96 $254K - $257K
5.72K $254M
IYLD
Ishares Tr Ishares Morningstar

ETFs
11.7K
New
$20.92 - $21.52 $244K - $251K
11.7K $250M
WDC
Western Digital Corp

Technology
1.45K
New
$113.13 - $174.22 $164K - $252K
1.45K $249M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.89K
New
$50.55 - $50.74 $247K - $248K
4.89K $247M
WMT
Walmart Inc.

Consumer Defensive
1.14K
+ 8.28%
$101.18 - $109.03 $115K - $124K
14.9K $1.66B
AMGN
Amgen Inc

Healthcare
552
+ 42.72%
$290.13 - $341.71 $160K - $189K
1.84K $604M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.08K
New
$56.33 - $59.22 $230K - $242K
4.08K $237M
First Tr Exchange Traded Fd
11.2K
New
N/A
11.2K $237M
DHR
Danaher Corp

Healthcare
878
+ 79.89%
$202.46 - $223.01 $178K - $196K
1.98K $453M
CCJ
Cameco Corp

Energy
2.5K
New
$82.77 - $106.91 $207K - $268K
2.5K $229M
Innovator Etfs Trust
6.76K
+ 105.79%
N/A
13.1K $428M
HYG
Ishares Tr

ETFs
2.78K
New
$79.95 - $81.28 $222K - $226K
2.78K $224M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
2.7K
+ 24.28%
$67.15 - $70.77 $181K - $191K
13.8K $989M
Lam Research Corp
1.31K
New
N/A
1.31K $223M
VRT
Vertiv Holdings CO

Industrials
1.15K
+ 38.46%
N/A
4.15K $672M
Activity Summary
Buys All Purchases 113 New Holdings 36 Increased Positions 77 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Worth Financial Advisory Group, LLC Portfolio

Follow Worth Financial Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Worth Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Financial Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email