Net Worth Advisory Group Purchases and Sells in Q1 2025

Net Worth Advisory Group

$318 Billion
Q1 2025

Top Buys

Incresed Positions

188 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	40.4K + 76.22%	$91.45 - $91.75 $3.69M - $3.71M	93.4K $8.57B
LOW	3.09K + 60.93%	$222.66 - $268.42 $688K - $829K	8.16K $1.9B
TIP	794 + 0.74%	$106.22 - $111.09 $84.3K - $88.2K	108K $12B
IEF	2.4K + 2.27%	$91.17 - $95.39 $219K - $229K	108K $10.3B
TLH	1.2K + 1.47%	$97.25 - $104.79 $117K - $126K	82.6K $8.57B
VGIT	4.85K + 4.59%	$57.44 - $59.4 $278K - $288K	110K $6.55B

New Holdings

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BKNG	174 New	$4295.4 - $5141.88 $747K - $895K	174 $802M
SPOT	1.34K New	$457.79 - $648.32 $614K - $870K	1.34K $738M
GFL	13.2K New	$41.72 - $48.8 $551K - $644K	13.2K $638M
AXP	2.19K New	$255.39 - $325.87 $560K - $714K	2.19K $590M
SBUX	5.72K New	$91.75 - $115.81 $525K - $663K	5.72K $561M
EQIX	660 New	$803.0 - $959.97 $530K - $634K	660 $538M

Top Sells

Reduced Positions

135 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-4.45K - 68.65%	$551.42 - $612.93 $2.45M - $2.73M	2.03K $1.14B
VTI	-6.21K - 72.16%	$271.18 - $303.12 $1.69M - $1.88M	2.4K $659M
SHV	-10.8K - 19.56%	$110.11 - $110.51 $1.19M - $1.19M	44.4K $4.9B
NVDA	-2.25K - 6.53%	$106.98 - $149.43 $241K - $336K	32.2K $3.49B
QQQ	-2.06K - 52.44%	$468.34 - $539.52 $965K - $1.11M	1.87K $876M
DIA	-2.11K - 49.16%	$408.78 - $448.82 $861K - $946K	2.18K $915M

Activity Summary All Purchases 230 New Holdings 42 Increased Positions 188 All Sells 135 Reductions 135 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

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

News

Stay updated on Net Worth Advisory Group with notifications on news.