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
RJF
Raymond James Financial Inc

Financial Services
828
+ 19.62%
$158.05 - $167.64 $131K - $139K
5.05K $811M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1.04K
+ 4.7%
$15.2 - $17.48 $15.8K - $18.1K
23.1K $447M
MLM
Martin Marietta Materials Inc

Basic Materials
132
+ 14.09%
$596.44 - $656.85 $78.7K - $86.7K
1.07K $665M
Canadian Pacific Kansas City
1.02K
+ 36.3%
N/A
3.83K $282M
ON
On Semiconductor Corp

Technology
561
+ 6.77%
$45.74 - $55.08 $25.7K - $30.9K
8.85K $479M
DGX
Quest Diagnostics Inc

Healthcare
798
+ 18.75%
N/A
5.06K $877M
ADBE
Adobe Inc.

Technology
214
+ 5.59%
$325.07 - $359.91 $69.6K - $77K
4.04K $1.41B
EMB
Ishares Tr

ETFs
580
+ 8.15%
$94.63 - $97.03 $54.9K - $56.3K
7.7K $741M
HSBC
Hsbc Holdings PLC

Financial Services
146
+ 2.31%
$65.67 - $73.49 $9.59K - $10.7K
6.47K $509M
SEM
Select Medical Holdings Corp

Healthcare
2K
+ 13.38%
$12.92 - $14.29 $25.8K - $28.5K
16.9K $251M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
3.51K
+ 15.92%
$6.71 - $8.04 $23.5K - $28.2K
25.5K $224M
MPWR
Monolithic Power Systems Inc

Technology
80
+ 7.43%
$904.44 - $1105.05 $72.4K - $88.4K
1.16K $1.05B
VCYT
Veracyte, Inc.

Healthcare
7
+ 0.11%
$33.95 - $46.04 $238 - $322
6.42K $270M
MDT
Medtronic PLC

Healthcare
453
+ 6.05%
$90.06 - $98.43 $40.8K - $44.6K
7.94K $763M
Howard Hughes Holdings Inc
696
+ 27.16%
N/A
3.26K $260M
RYAAY
Ryanair Holdings PLC

Industrials
67
+ 1.82%
$59.06 - $65.0 $3.96K - $4.36K
3.74K $270M
MMS
Maximus, Inc.

Industrials
736
+ 24.84%
$79.8 - $91.25 $58.7K - $67.2K
3.7K $319M
ORLA
Orla Mining Ltd.

Basic Materials
638
+ 4.29%
$9.52 - $13.61 $6.07K - $8.68K
15.5K $209M
IX
Orix Corp

Financial Services
389
+ 3.62%
$24.22 - $26.71 $9.42K - $10.4K
11.1K $325M
CCK
Crown Holdings Inc

Consumer Cyclical
221
+ 6.97%
$90.21 - $100.97 $19.9K - $22.3K
3.39K $349M
ING
Ing Groep Nv

Financial Services
301
+ 1.85%
$23.66 - $26.51 $7.12K - $7.98K
16.5K $463M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
1.07K
+ 3.77%
N/A
29.3K $757M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
27
+ 1.14%
$87.56 - $111.7 $2.36K - $3.02K
2.4K $273M
GAU
Galiano Gold Inc.

Basic Materials
234
+ 0.22%
$2.04 - $3.04 $477 - $711
109K $275M
CRWD
Crowd Strike Holdings, Inc.

Technology
117
+ 14.41%
$482.23 - $557.53 $56.4K - $65.2K
929 $435M
ACGL
Arch Capital Group Ltd.

Financial Services
214
+ 6.69%
$84.72 - $94.1 $18.1K - $20.1K
3.41K $327M
HALO
Halozyme Therapeutics, Inc.

Healthcare
1.06K
+ 18.45%
$64.1 - $74.94 $68.1K - $79.6K
6.82K $459M
DK
Delek Us Holdings, Inc.

Energy
2.24K
+ 19.65%
$31.53 - $41.7 $70.6K - $93.4K
13.6K $405M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
1.48K
+ 5.37%
$21.4 - $22.03 $31.7K - $32.6K
29.1K $630M
USB
Us Bancorp \De\

Financial Services
7
+ 0.1%
$45.28 - $48.26 $317 - $338
6.69K $357M
VRT
Vertiv Holdings CO

Industrials
109
+ 7.53%
N/A
1.56K $252M
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.05%
$157.0 - $179.44 $157 - $179
2.03K $373M
MSA
Msa Safety Inc

Industrials
300
+ 21.61%
$155.98 - $175.18 $46.8K - $52.6K
1.69K $270M
TM
Toyota Motor Corp

Consumer Cyclical
30
+ 2.79%
$185.22 - $211.24 $5.56K - $6.34K
1.11K $237M
CCL
Carnival Corp

Consumer Cyclical
354
+ 2.94%
$26.02 - $30.0 $9.21K - $10.6K
12.4K $378M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
906
+ 5.62%
$25.25 - $25.65 $22.9K - $23.2K
17K $440M
GIB
Cgi Inc

Technology
175
+ 4.7%
$84.81 - $91.65 $14.8K - $16K
3.9K $360M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
580
+ 3.89%
$45.45 - $48.31 $26.4K - $28K
15.5K $724M
SPGI
S&P Global Inc.

Financial Services
12
+ 2.17%
$472.05 - $502.96 $5.66K - $6.04K
564 $295M
ADUS
Addus Home Care Corp

Healthcare
503
+ 18.58%
$109.07 - $122.75 $54.9K - $61.7K
3.21K $345M
ELD
Wisdomtree Emerging Local Debt

ETFs
667
+ 5.58%
$28.49 - $28.96 $19K - $19.3K
12.6K $368M
SU
Suncor Energy Inc

Energy
171
+ 2.52%
$38.17 - $44.36 $6.53K - $7.59K
6.95K $308M
IDXX
Idexx Laboratories Inc

Healthcare
6
+ 1.19%
$616.15 - $722.94 $3.7K - $4.34K
510 $345M
WU
Western Union CO

Financial Services
389
+ 2.69%
$7.93 - $9.54 $3.08K - $3.71K
14.9K $138M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
439
+ 11.69%
$176.58 - $207.02 $77.5K - $90.9K
4.2K $778M
NGG
National Grid PLC

Utilities
68
+ 2.01%
$72.53 - $78.09 $4.93K - $5.31K
3.45K $267M
CRH.L
Crh PLC

Basic Materials
66
+ 2.54%
N/A
2.67K $333M
PEP
Pepsico Inc

Consumer Defensive
55
+ 1.41%
$138.84 - $153.71 $7.64K - $8.45K
3.95K $567M
WRB
Berkley W R Corp

Financial Services
1.24K
+ 10.97%
$71.34 - $78.46 $88.5K - $97.3K
12.5K $879M
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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