Net Worth Advisory Group Purchases in Q4 2025

Net Worth Advisory Group

  • $495 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
42.1K
+ 318.66%
$245.27 - $275.25 $10.3M - $11.6M
55.3K $15B
IVE
Ishares S&P 500 Value ETF

ETFs
46.2K
+ 818.13%
$202.52 - $212.07 $9.35M - $9.79M
51.8K $11B
IVW
Ishares S&P 500 Growth ETF

ETFs
78.1K
+ 784.76%
$118.29 - $126.28 $9.24M - $9.86M
88K $10.8B
VGIT
Vanguard Intermediate Term Tre

ETFs
145K
+ 137.46%
$59.84 - $60.54 $8.66M - $8.76M
250K $15B
VCIT
Vanguard Intermediate Term Cor

ETFs
65.4K
+ 57.48%
$83.45 - $84.82 $5.46M - $5.55M
179K $15B
VTI
Vanguard Total Stock Market Et

ETFs
14.3K
+ 614.48%
$321.8 - $337.95 $4.62M - $4.85M
16.7K $5.59B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
30.1K
+ 769.45%
$125.45 - $131.1 $3.78M - $3.95M
34K $4.47B
EFV
Msci Eafe Value ETF

ETFs
51.2K
+ 427.58%
$66.73 - $70.99 $3.42M - $3.64M
63.2K $4.51B
IJK
Ishares S&P Midcap 400 Growth

ETFs
38.1K
+ 710.0%
$93.11 - $97.9 $3.54M - $3.73M
43.4K $4.21B
MSFT
Microsoft Corp

Technology
7.7K
+ 122.45%
$496.82 - $542.07 $3.82M - $4.17M
14K $6.76B
VUG
Vanguard Growth ETF

ETFs
5.08K
+ 265.57%
$470.44 - $504.26 $2.39M - $2.56M
7K $3.41B
GOOGL
Alphabet Inc.

Communication Services
5.93K
+ 82.71%
$236.57 - $291.31 $1.4M - $1.73M
13.1K $4.1B
SCHG
Schwab Strategic Tr Us Large C

ETFs
71.1K
New
$31.41 - $33.69 $2.23M - $2.4M
71.1K $2.32B
VTV
Vanguard Value ETF

ETFs
10.9K
+ 193.85%
$182.87 - $189.72 $2M - $2.07M
16.5K $3.16B
GLD
Spdr Gold Trust

ETFs
4.91K
+ 135.13%
$354.79 - $403.15 $1.74M - $1.98M
8.55K $3.39B
GOOG
Alphabet Inc.

Communication Services
4.1K
+ 39.21%
$237.49 - $291.74 $974K - $1.2M
14.6K $4.57B
SCHV
Schwab Strategic Tr Us Large C

ETFs
62.9K
New
$28.46 - $29.45 $1.79M - $1.85M
62.9K $1.86B
IJS
Ishares S&P Smallcap 600 Value

ETFs
15.5K
+ 769.11%
$105.91 - $113.18 $1.64M - $1.76M
17.5K $1.99B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
12.2K
+ 673.5%
$136.54 - $144.07 $1.67M - $1.76M
14K $1.98B
LQD
Ishares Iboxx $ Investment Gra

ETFs
16.5K
+ 18.88%
$110.25 - $112.92 $1.82M - $1.87M
104K $11.5B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
72.6K
+ 211.45%
$23.04 - $23.36 $1.67M - $1.69M
107K $2.46B
BNDX
Vanguard Total International B

ETFs
40.1K
+ 16.42%
$49.3 - $49.91 $1.98M - $2M
284K $13.7B
TSLA
Tesla, Inc.

Consumer Cyclical
3.56K
+ 63.36%
$401.99 - $468.37 $1.43M - $1.67M
9.18K $4.13B
VOE
Vanguard Mid Cap Value Index F

ETFs
8.43K
+ 267.14%
$169.53 - $176.53 $1.43M - $1.49M
11.6K $2.06B
NVDA
Nvidia Corp

Technology
7.48K
+ 24.17%
$179.83 - $207.04 $1.35M - $1.55M
38.4K $7.17B
ABT
Abbott Laboratories

Healthcare
10.9K
New
$123.62 - $134.59 $1.35M - $1.47M
10.9K $1.37B
AMZN
Amazon Com Inc

Consumer Cyclical
5.14K
+ 42.78%
$213.04 - $254.0 $1.1M - $1.31M
17.2K $3.96B
VOT
Vanguard Mid Cap Growth Index

ETFs
4.56K
+ 222.68%
$279.76 - $298.12 $1.27M - $1.36M
6.6K $1.84B
BND
Vanguard Bd Index Fd Inc Total

ETFs
16K
+ 68.92%
$74.09 - $75.1 $1.18M - $1.2M
39.1K $2.9B
CRM
Salesforce, Inc.

Technology
4.34K
New
$235.69 - $263.41 $1.02M - $1.14M
4.34K $1.15B
IEF
Ishares Barclays

ETFs
12.1K
+ 11.55%
$96.12 - $97.72 $1.16M - $1.18M
117K $11.2B
LITE
Lumentum Holdings Inc.

Technology
1.95K
+ 109.65%
$149.61 - $259.89 $292K - $508K
3.74K $1.38B
COF
Capital One Financial Corp

Financial Services
4.38K
New
$201.01 - $225.01 $881K - $986K
4.38K $1.06B
CORP
Pimco Investment Grade Corp Bd

ETFs
10.8K
+ 11.58%
$97.88 - $99.61 $1.06M - $1.08M
104K $10.2B
WBD
Warner Bros. Discovery, Inc.

Communication Services
34.1K
New
$17.1 - $23.05 $584K - $787K
34.1K $984M
IEFA
Ishares Tr

ETFs
10.9K
New
$86.09 - $89.88 $936K - $977K
10.9K $972M
BMY
Bristol Myers Squibb CO

Healthcare
16.8K
New
$42.6 - $49.08 $718K - $827K
16.8K $909M
BA
Boeing CO

Industrials
4.11K
New
$191.81 - $225.32 $789K - $927K
4.11K $893M
PNC
Pnc Financial Services Group, Inc.

Financial Services
4.16K
New
$178.37 - $198.46 $742K - $825K
4.16K $868M
BWX
Spdr Bloomberg International T

ETFs
45.4K
+ 13.54%
$22.52 - $23.03 $1.02M - $1.05M
381K $8.58B
CSCO
Cisco Systems, Inc.

Technology
7.97K
+ 27.52%
$67.46 - $78.0 $537K - $621K
36.9K $2.84B
LLY
Eli Lilly & CO

Healthcare
178
+ 8.31%
$799.57 - $1025.28 $142K - $182K
2.32K $2.49B
TIP
Ishares Tr Tips Bd ETF

ETFs
9.01K
+ 8.58%
$110.58 - $112.2 $996K - $1.01M
114K $12.5B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
10.4K
+ 8.44%
$82.69 - $83.12 $859K - $864K
133K $11B
SCHR
Schwab Intermediate Term Us Tr

ETFs
33.5K
New
$25.03 - $25.34 $839K - $850K
33.5K $841M
JNJ
Johnson & Johnson

Healthcare
2.82K
+ 24.03%
$185.98 - $199.58 $524K - $563K
14.6K $3.01B
AMGN
Amgen Inc

Healthcare
2.54K
New
$290.13 - $341.71 $736K - $867K
2.54K $831M
PFE
Pfizer Inc

Healthcare
33.3K
New
$24.23 - $27.37 $808K - $913K
33.3K $830M
SCHW
Schwab Charles Corp

Financial Services
8.18K
New
$91.91 - $97.71 $752K - $799K
8.18K $817M
Activity Summary
Buys All Purchases 289 New Holdings 77 Increased Positions 212 Sells All Sells 150 Reductions 150 Sold out 0 Options Calls 0 Puts 0
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