Net Worth Advisory Group Portfolio Holdings

Net Worth Advisory Group

  • $329 Billion
  • Q4 2024

Net Worth Advisory Group has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $329 Billion distributed in 385 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total International B with a value of $12.4B, Ishares Tr Tips Bd ETF with a value of $11.4B, Ishares Barclays 1 3 Year Trea with a value of $10.5B, Ishares Barclays with a value of $9.77B, and Ishares Iboxx $ Investment Gra with a value of $9.74B.

Examining the 13F form we can see an decrease of $7.61B in the current position value, from $337B to 329B.

Net Worth Advisory Group is based out at Sandy, UT

Below you can find more details about Net Worth Advisory Group portfolio as well as his latest detailed transactions.

Portfolio value $329 Billion
ETFs: $152 Billion
Technology: $38.4 Billion
Financial Services: $32.6 Billion
Healthcare: $23.4 Billion
Industrials: $21.1 Billion
Consumer Cyclical: $15 Billion
Energy: $10.2 Billion
Communication Services: $10.2 Billion
Other: $21.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.4 Billion 3.78% of portfolio
253,578
Q4 2024 Added 1.29%
$0
$11.4 Billion 3.47% of portfolio
107,340
Q4 2024 Reduced 0.95%
$0
$10.5 Billion 3.18% of portfolio
127,942
Q4 2024 Reduced 0.46%
$0
$9.77 Billion 2.97% of portfolio
105,680
Q4 2024 Reduced 1.01%
$0
$9.74 Billion 2.96% of portfolio
91,169
Q4 2024 Reduced 1.03%
$0
$9.57 Billion 2.91% of portfolio
119,242
Q4 2024 Added 1.89%
$0
$9.12 Billion 2.77% of portfolio
95,862
Q4 2024 Reduced 0.47%
$0
$8.11 Billion 2.46% of portfolio
81,442
Q4 2024 Added 0.26%
$0
$7.45 Billion 2.26% of portfolio
348,230
Q4 2024 Reduced 3.8%
$0
$6.12 Billion 1.86% of portfolio
105,486
Q4 2024 Reduced 4.46%
$0
$6.07 Billion 1.84% of portfolio
55,164
Q4 2024 Added 38.56%
$0
$5.44 Billion 1.65% of portfolio
69,133
Q4 2024 Added 1.09%
$0
$4.85 Billion 1.47% of portfolio
52,995
Q4 2024 Added 8.57%
$327B
$4.63 Billion 1.41% of portfolio
34,474
Q4 2024 Reduced 10.23%
$0
$4.35 Billion 1.32% of portfolio
43,306
Q4 2024 Added 8.22%
$0
$3.8 Billion 1.15% of portfolio
6,482
Q4 2024 Added 118.54%
$1.62T
$2.86 Billion 0.87% of portfolio
4,879
Q4 2024 Added 4.25%
$1.13T
$2.62 Billion 0.8% of portfolio
13,769
Q4 2024 Reduced 8.3%
$2.33T
$2.53 Billion 0.77% of portfolio
11,552
Q4 2024 Reduced 9.18%
$0
$2.5 Billion 0.76% of portfolio
8,611
Q4 2024 Added 259.84%
$0
$2.48 Billion 0.75% of portfolio
34,541
Q4 2024 Added 32.9%
$3.05T
$2.44 Billion 0.74% of portfolio
5,780
Q4 2024 Reduced 5.97%
$808B
$2.44 Billion 0.74% of portfolio
10,180
Q4 2024 Reduced 0.13%
$575B
$2.2 Billion 0.67% of portfolio
6,947
Q4 2024 Reduced 8.96%
$256B
$2.14 Billion 0.65% of portfolio
36,202
Q4 2024 Reduced 9.42%
$0
$2.01 Billion 0.61% of portfolio
3,928
Q4 2024 Added 15.06%
$163B
$1.92 Billion 0.58% of portfolio
3,063
Q4 2024 Reduced 0.75%
$493B
$1.83 Billion 0.56% of portfolio
3,621
Q4 2024 Reduced 1.15%
$0
$1.82 Billion 0.55% of portfolio
4,286
Q4 2024 Added 15.4%
$0
$1.82 Billion 0.55% of portfolio
10,383
Q4 2024 Added 15.39%
$0
$1.77 Billion 0.54% of portfolio
18,281
Q4 2024 Reduced 5.71%
$1.06T
$1.64 Billion 0.5% of portfolio
4,052
Q4 2024 Reduced 1.34%
$35.9B
$1.65 Billion 0.5% of portfolio
15,904
Q4 2024 Added 2.49%
$405B
$1.53 Billion 0.47% of portfolio
10,592
Q4 2024 Reduced 7.22%
$56.2B
$1.54 Billion 0.47% of portfolio
2,895
Q4 2024 Reduced 0.72%
$215B
$1.54 Billion 0.47% of portfolio
3,452
Q4 2024 Reduced 3.63%
$198B
$1.41 Billion 0.43% of portfolio
9,253
Q4 2024 Reduced 15.76%
$217B
$1.35 Billion 0.41% of portfolio
13,563
Q4 2024 Reduced 9.26%
$56.4B
$1.3 Billion 0.4% of portfolio
5,402
Q4 2024 Added 1.27%
$301B
$1.28 Billion 0.39% of portfolio
18,162
Q4 2024 Added 18.58%
$155B
$1.25 Billion 0.38% of portfolio
5,071
Q4 2024 Reduced 0.45%
$71.2B
$1.2 Billion 0.36% of portfolio
1,684
Q4 2024 Reduced 13.46%
$281B
$1.18 Billion 0.36% of portfolio
13,051
Q4 2024 Added 0.08%
$0
$1.16 Billion 0.35% of portfolio
4,295
Q4 2024 Added 0.56%
$1.07T
$1.14 Billion 0.35% of portfolio
5,769
Q4 2024 Reduced 26.92%
$95.7B
$1.06 Billion 0.32% of portfolio
4,581
Q4 2024 Reduced 32.32%
$222B
$1.06 Billion 0.32% of portfolio
1,855
Q4 2024 Added 0.22%
$17.1B
$1.05 Billion 0.32% of portfolio
4,197
Q4 2024 Added 0.99%
$0
$1.05 Billion 0.32% of portfolio
10,324
Q4 2024 Reduced 4.04%

Summary

  • Portfolio
  • No. of Stocks 385
  • Current Value $329 Billion
  • Prior Value $337 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 25 stocks
  • Additional Purchases 157 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 201 stocks
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