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
MSCI
Msci Inc.

Financial Services
12
+ 1.84%
$533.34 - $593.76 $6.4K - $7.13K
663 $381M
BP
Bp PLC

Energy
240
+ 2.92%
$32.78 - $37.35 $7.87K - $8.96K
8.47K $294M
PVI
Invesco Vrdo Tax Free ETF

ETFs
358
+ 4.44%
$24.76 - $24.92 $8.86K - $8.92K
8.42K $210M
SNY
Sanofi

Healthcare
80
+ 1.81%
$48.09 - $52.34 $3.85K - $4.19K
4.5K $218M
RELX
Relx PLC

Communication Services
1.13K
+ 21.54%
$41.33 - $47.07 $46.8K - $53.3K
6.39K $258M
MPC
Marathon Petroleum Corp

Energy
1.49K
+ 18.98%
$180.89 - $200.13 $269K - $298K
9.32K $1.52B
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
6
+ 0.13%
$52.29 - $61.47 $314 - $369
4.73K $293M
BBD
Bank Bradesco

Financial Services
2.3K
+ 3.22%
$3.06 - $3.72 $7.03K - $8.54K
73.7K $245M
PHG
Koninklijke Philips Nv

Healthcare
175
+ 1.71%
$27.15 - $29.38 $4.75K - $5.14K
10.4K $282M
CI
Cigna Corp

Healthcare
184
+ 4.88%
$244.41 - $311.0 $45K - $57.2K
3.95K $1.09B
GWRE
Guidewire Software, Inc.

Technology
205
+ 14.11%
$215.32 - $254.23 $44.1K - $52.1K
1.66K $333M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
599
+ 4.49%
$11.56 - $13.47 $6.92K - $8.07K
13.9K $165M
SSNC
Ss&C Technologies Holdings Inc

Technology
8
+ 0.23%
$79.54 - $88.08 $636 - $705
3.53K $308M
ARW
Arrow Electronics Inc

Technology
609
+ 8.95%
$108.16 - $125.34 $65.9K - $76.3K
7.41K $817M
ARMK
Aramark

Industrials
4
+ 0.06%
$37.38 - $40.11 $150 - $160
7.08K $261M
AEE
Ameren Corp

Utilities
8
+ 0.29%
$101.28 - $105.72 $810 - $846
2.78K $278M
CSL
Carlisle Companies Inc

Industrials
1
+ 0.07%
$306.54 - $340.49 $307 - $340
1.34K $429M
IR
Ingersoll Rand Inc.

Industrials
10
+ 0.22%
$75.47 - $84.18 $755 - $842
4.65K $368M
AIR
Aar Corp

Industrials
46
+ 1.59%
$78.32 - $86.48 $3.6K - $3.98K
2.95K $244M
VRSK
Verisk Analytics, Inc.

Industrials
56
+ 5.11%
$208.0 - $249.55 $11.6K - $14K
1.15K $257M
IBKR
Interactive Brokers Group, Inc.

Financial Services
2
+ 0.05%
$64.77 - $73.08 $130 - $146
4.42K $284M
PODD
Insulet Corp

Healthcare
4
+ 0.46%
$305.98 - $336.84 $1.22K - $1.35K
875 $249M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
34
+ 1.19%
$87.55 - $103.98 $2.98K - $3.54K
2.9K $261M
ACLS
Axcelis Technologies Inc

Technology
477
+ 13.45%
$79.19 - $94.76 $37.8K - $45.2K
4.02K $323M
TPL
Texas Pacific Land Corp

Energy
632
+ 199.37%
$889.25 - $1022.65 $562K - $646K
949 $272M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
416
+ 15.38%
$153.8 - $189.34 $64K - $78.8K
3.12K $457M
RMBS
Rambus Inc

Technology
44
+ 1.74%
$89.57 - $113.61 $3.94K - $5K
2.58K $237M
INGR
Ingredion Inc

Consumer Defensive
213
+ 4.78%
$106.45 - $121.64 $22.7K - $25.9K
4.67K $515M
Tic Solutions Inc
410
+ 3.7%
N/A
11.5K $116M
TDY
Teledyne Technologies Inc

Technology
153
+ 9.92%
$501.23 - $593.62 $76.7K - $90.8K
1.7K $866M
MELI
Mercadolibre Inc

Consumer Cyclical
6
+ 3.9%
$2024.98 - $2360.76 $12.1K - $14.2K
160 $322M
COST
Costco Wholesale Corp

Consumer Defensive
76
+ 4.43%
$910.94 - $954.99 $69.2K - $72.6K
1.79K $1.54B
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
307
+ 17.18%
$163.25 - $220.55 $50.1K - $67.7K
2.09K $348M
ETN
Eaton Corp PLC

Industrials
72
+ 3.39%
$352.39 - $387.75 $25.4K - $27.9K
2.19K $699M
AAP
Advance Auto Parts Inc

Consumer Cyclical
10
+ 0.19%
$47.13 - $62.14 $471 - $621
5.31K $209M
AEHR
Aehr Test Systems

Technology
18
+ 0.14%
$20.74 - $33.25 $373 - $599
13.2K $267M
NOW
Service Now, Inc.

Technology
2.87K
+ 268.57%
$835.79 - $946.29 $2.4M - $2.72M
3.94K $604M
NFLX
Netflix Inc

Communication Services
11.9K
+ 665.66%
$110.29 - $1241.35 $1.31M - $14.7M
13.7K $1.28B
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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