Worth Financial Advisory Group, LLC Sells in Q3 2024

Worth Financial Advisory Group, LLC

  • $170 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-34.9K
- 42.92%
$32.83 - $34.88 $1.15M - $1.22M
46.5K $1.62B
CVS
Cvs Health Corp

Healthcare
-5.41K
- 46.13%
$55.81 - $63.18 $302K - $342K
6.32K $397M
AMAT
Applied Materials Inc

Technology
-302
- 6.0%
$174.88 - $254.97 $52.8K - $77K
4.73K $957M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-8K
- 32.54%
$28.28 - $30.21 $226K - $242K
16.6K $501M
GOOG
Alphabet Inc.

Communication Services
-88
- 0.76%
$149.54 - $192.66 $13.2K - $17K
11.4K $1.91B
Innovator Etfs Trust
-3.23K
- 16.78%
N/A
16K $442M
GOOGL
Alphabet Inc.

Communication Services
-169
- 4.86%
$148.65 - $191.18 $25.1K - $32.3K
3.31K $548M
HAL
Halliburton CO

Energy
-742
- 7.44%
$27.81 - $36.44 $20.6K - $27K
9.23K $268M
IVW
Ishares S&P 500 Growth ETF

ETFs
-868
- 14.22%
$84.77 - $97.13 $73.6K - $84.3K
5.23K $501M
DIS
Walt Disney CO

Communication Services
-540
- 16.23%
$85.6 - $98.61 $46.2K - $53.2K
2.79K $268M
Franklin Templeton ETF Tr
-4.85K
- 30.6%
N/A
11K $156M
IVE
Ishares S&P 500 Value ETF

ETFs
-420
- 15.21%
$181.06 - $197.17 $76K - $82.8K
2.34K $462M
PANW
Palo Alto Networks Inc

Technology
-59
- 3.45%
$294.18 - $368.01 $17.4K - $21.7K
1.65K $564M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-575
- 10.45%
$57.32 - $62.65 $33K - $36K
4.93K $307M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-232
- 10.55%
$144.27 - $157.55 $33.5K - $36.6K
1.97K $310M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-77
- 14.15%
$531.86 - $624.21 $41K - $48.1K
467 $289M
BAC
Bank Of America Corp

Financial Services
-226
- 1.14%
$36.65 - $44.13 $8.28K - $9.97K
19.5K $775M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-740
- 11.11%
$32.04 - $37.11 $23.7K - $27.5K
5.92K $216M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
-1.2K
- 10.39%
$8.72 - $9.6 $10.5K - $11.5K
10.4K $99.4M
IYLD
Ishares Tr Ishares Morningstar

ETFs
-827
- 4.87%
$19.72 - $20.73 $16.3K - $17.1K
16.1K $333M
GNR
Spdr S&P Global Natural Resour

ETFs
-233
- 3.54%
$53.02 - $57.84 $12.4K - $13.5K
6.35K $366M
MLI
Mueller Industries Inc

Industrials
-820
- 21.58%
$55.73 - $74.1 $45.7K - $60.8K
2.98K $221M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-232
- 1.26%
$51.0 - $52.05 $11.8K - $12.1K
18.2K $945M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-670
- 2.02%
$36.29 - $38.05 $24.3K - $25.5K
32.4K $1.23B
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
-521
- 1.85%
$31.31 - $33.23 $16.3K - $17.3K
27.7K $920M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-11
- 0.31%
$82.04 - $89.49 $902 - $984
3.51K $312M
VIG
Vanguard Dividend Appreciation

ETFs
-141
- 4.47%
$182.15 - $182.15 $25.7K - $25.7K
3.02K $597M
NKE
Nike, Inc.

Consumer Cyclical
-203
- 6.33%
$71.09 - $89.44 $14.4K - $18.2K
3.01K $266M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-64
- 0.57%
$37.37 - $41.82 $2.39K - $2.68K
11.2K $464M
GLD
Spdr Gold Trust

ETFs
-6
- 0.4%
$215.56 - $246.98 $1.29K - $1.48K
1.49K $363M
AOR
Ishares Tr Core Growth Allocat

ETFs
-993
- 2.88%
$55.15 - $59.31 $54.8K - $58.9K
33.5K $1.98B
UNH
Unitedhealth Group Inc

Healthcare
-8
- 1.09%
$488.01 - $604.18 $3.9K - $4.83K
728 $426M
AOA
Ishares Tr Core Aggressive All

ETFs
-150
- 0.99%
$72.11 - $79.05 $10.8K - $11.9K
15.1K $1.19B
CARR
Carrier Global Corp

Industrials
-39
- 1.13%
$61.9 - $80.88 $2.41K - $3.15K
3.43K $276M
AXP
American Express CO

Financial Services
-32
- 1.91%
$225.92 - $271.17 $7.23K - $8.68K
1.64K $446M
PG
Procter & Gamble CO

Consumer Defensive
-249
- 2.0%
$160.76 - $177.82 $40K - $44.3K
12.2K $2.11B
VXF
Vanguard Extended Market ETF

ETFs
-57
- 0.9%
$163.98 - $182.92 $9.35K - $10.4K
6.3K $1.15B
WMT
Walmart Inc.

Consumer Defensive
-379
- 4.21%
$66.91 - $81.4 $25.4K - $30.9K
8.63K $697M
IAU
Ishares Gold Trust

ETFs
-417
- 1.93%
$44.06 - $50.5 $18.4K - $21.1K
21.2K $1.05B
LOW
Lowes Companies Inc

Consumer Cyclical
-61
- 2.3%
$213.3 - $270.78 $13K - $16.5K
2.59K $701M
JPM
Jpmorgan Chase & CO

Financial Services
-104
- 0.56%
$194.9 - $224.8 $20.3K - $23.4K
18.5K $3.91B
IVV
Ishares Core S&P 500 ETF

ETFs
-3
- 0.06%
$520.18 - $576.82 $1.56K - $1.73K
5.37K $3.1B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-145
- 0.53%
$162.64 - $179.3 $23.6K - $26K
27.1K $4.85B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-3.15K
- 2.46%
$101.72 - $112.94 $320K - $355K
125K $14.1B
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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