Worth Financial Advisory Group, LLC Sells in Q3 2025

Worth Financial Advisory Group, LLC

  • $178 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
-32
- 0.74%
$231.66 - $273.65 $7.41K - $8.76K
4.32K $1.02B
FCX
Freeport Mcmoran Inc

Basic Materials
-1.04K
- 5.93%
$35.34 - $47.21 $36.6K - $48.9K
16.4K $645M
CGUS
Capital Group Core Equity ETF
-3.07K
- 27.61%
$36.89 - $39.72 $113K - $122K
8.06K $319M
V
Visa Inc.

Financial Services
-53
- 1.18%
$332.09 - $358.86 $17.6K - $19K
4.43K $1.51B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.29K
- 26.2%
$62.09 - $66.51 $79.8K - $85.5K
3.62K $236M
CB
Chubb LTD

Financial Services
-155
- 5.2%
$265.99 - $289.59 $41.2K - $44.9K
2.83K $797M
META
Meta Platforms, Inc.

Communication Services
-73
- 2.24%
$695.21 - $791.73 $50.8K - $57.8K
3.18K $2.34B
AOR
Ishares Tr Core Growth Allocat

ETFs
-2.14K
- 8.32%
$60.99 - $64.39 $130K - $137K
23.5K $1.51B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-902
- 22.91%
$72.01 - $74.44 $65K - $67.1K
3.04K $223M
COST
Costco Wholesale Corp

Consumer Defensive
-26
- 4.59%
$915.95 - $994.57 $23.8K - $25.9K
541 $500M
CSCO
Cisco Systems, Inc.

Technology
-706
- 14.46%
$66.2 - $71.79 $46.7K - $50.7K
4.18K $286M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-1.53K
- 21.7%
$37.4 - $39.31 $57K - $59.9K
5.5K $216M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-960
- 1.38%
$55.61 - $57.37 $53.4K - $55.1K
68.5K $3.91B
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
-1.15K
- 19.05%
$66.7 - $76.76 $76.8K - $88.4K
4.89K $373M
OSEA
Harbor ETF Tr Harbor Intl Comp
-1.24K
- 12.37%
N/A
8.75K $259M
SLB
Schlumberger Limited

Energy
-911
- 8.77%
$32.37 - $37.31 $29.5K - $34K
9.48K $326M
DHR
Danaher Corp

Healthcare
-96
- 8.03%
$181.46 - $212.2 $17.4K - $20.4K
1.1K $218M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-1K
- 9.03%
$27.49 - $29.67 $27.5K - $29.7K
10.1K $290M
Innovator Etfs Trust
-915
- 4.47%
N/A
19.5K $555M
QDF
Flexshares Quality Dividend In

ETFs
-337
- 11.32%
$73.48 - $79.4 $24.8K - $26.8K
2.64K $210M
IVE
Ishares S&P 500 Value ETF

ETFs
-158
- 7.14%
$194.44 - $206.51 $30.7K - $32.6K
2.05K $424M
IYH
Ishares Tr

ETFs
-748
- 4.65%
$54.36 - $58.96 $40.7K - $44.1K
15.3K $900M
MA
Mastercard Inc

Financial Services
-14
- 3.66%
$550.18 - $598.96 $7.7K - $8.39K
368 $209M
GNR
Spdr S&P Global Natural Resour

ETFs
-488
- 10.13%
$54.23 - $59.34 $26.5K - $29K
4.33K $256M
AMZN
Amazon Com Inc

Consumer Cyclical
-40
- 0.12%
$211.65 - $238.24 $8.47K - $9.53K
33.1K $7.27B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-97
- 1.89%
$92.18 - $95.14 $8.94K - $9.23K
5.04K $480M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
-500
- 10.22%
$54.29 - $60.6 $27.1K - $30.3K
4.39K $265M
CVX
Chevron Corp

Energy
-217
- 7.37%
$145.57 - $161.83 $31.6K - $35.1K
2.73K $423M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
-4
- 0.09%
$47.07 - $50.11 $188 - $200
4.64K $231M
IGF
Ishares Global Infrastructure

ETFs
-117
- 1.39%
$58.29 - $61.43 $6.82K - $7.19K
8.3K $507M
GDIV
Harbor ETF Tr Divid Growth Lea

ETFs
-3.36K
- 3.84%
$15.35 - $16.2 $51.6K - $54.4K
84.2K $1.37B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-59
- 5.98%
$546.99 - $602.2 $32.3K - $35.5K
928 $557M
LOW
Lowes Companies Inc

Consumer Cyclical
-273
- 9.82%
$215.01 - $273.02 $58.7K - $74.5K
2.51K $630M
ACWF
Ishares Msci Global Multifacto

ETFs
-55
- 0.9%
N/A
6.07K $313M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-3
- 0.09%
$90.97 - $99.42 $273 - $298
3.51K $348M
AMAT
Applied Materials Inc

Technology
-134
- 6.1%
$156.25 - $204.95 $20.9K - $27.5K
2.06K $423M
XLI
Industrial Sector Spdr

ETFs
-51
- 0.99%
$147.94 - $154.99 $7.54K - $7.9K
5.09K $785M
CVS
Cvs Health Corp

Healthcare
-115
- 1.71%
$58.75 - $76.5 $6.76K - $8.8K
6.63K $499M
XOM
Exxon Mobil Corp

Energy
-199
- 1.7%
$105.83 - $117.22 $21.1K - $23.3K
11.5K $1.3B
BAC
Bank Of America Corp

Financial Services
-778
- 4.38%
$44.92 - $52.42 $34.9K - $40.8K
17K $877M
SPYG
Spdr Portfolio

ETFs
-57
- 0.96%
$94.33 - $105.31 $5.38K - $6K
5.89K $615M
Ge Vernova Inc
-10
- 1.25%
N/A
789 $485M
WMT
Walmart Inc.

Consumer Defensive
-54
- 0.39%
$94.4 - $104.27 $5.1K - $5.63K
13.7K $1.42B
VXF
Vanguard Extended Market ETF

ETFs
-119
- 2.05%
$193.58 - $213.07 $23K - $25.4K
5.68K $1.19B
XLK
Technology Sector Spdr

ETFs
-2
- 0.07%
$250.97 - $282.66 $502 - $565
2.81K $792M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
-169
- 1.2%
$85.43 - $92.81 $14.4K - $15.7K
14K $1.29B
PSX
Phillips 66

Energy
-19
- 0.37%
$118.37 - $139.46 $2.25K - $2.65K
5.08K $691M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-341
- 1.26%
$42.67 - $46.91 $14.6K - $16K
26.7K $1.25B
CAT
Caterpillar Inc

Industrials
-125
- 6.93%
$390.92 - $477.15 $48.9K - $59.6K
1.68K $801M
Activity Summary
Buys All Purchases 78 New Holdings 12 Increased Positions 66 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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