Net Worth Advisory Group Incresed Positions in Q4 2024

Net Worth Advisory Group

  • $329 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
3.52K
+ 118.54%
$567.81 - $607.81 $2M - $2.14M
6.48K $3.8B
VTI
Vanguard Total Stock Market Et

ETFs
6.22K
+ 259.84%
$280.04 - $302.45 $1.74M - $1.88M
8.61K $2.5B
SHV
Ishares Tr

ETFs
15.4K
+ 38.56%
$109.92 - $110.57 $1.69M - $1.7M
55.2K $6.07B
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.55K
+ 32.9%
$71.75 - $75.11 $614K - $642K
34.5K $2.48B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.2K
+ 174.87%
$49.79 - $51.14 $508K - $522K
16K $804M
WFC
Wells Fargo & Company

Financial Services
2.85K
+ 18.58%
$54.98 - $77.35 $156K - $220K
18.2K $1.28B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.18K
+ 8.57%
$91.29 - $91.8 $382K - $384K
53K $4.85B
EQT
Eqt Corp

Energy
4.43K
+ 27.49%
$35.62 - $46.89 $158K - $207K
20.5K $946M
QQQ
Invesco Qqq Trust, Series 1

ETFs
514
+ 15.06%
$481.22 - $538.17 $247K - $277K
3.93K $2.01B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.29K
+ 8.22%
$100.22 - $100.73 $330K - $331K
43.3K $4.35B
TMUS
T Mobile Us, Inc.

Communication Services
820
+ 24.43%
$206.1 - $246.94 $169K - $202K
4.18K $922M
BAC
Bank Of America Corp

Financial Services
4.57K
+ 78.14%
$39.22 - $47.77 $179K - $218K
10.4K $457M
HBAN
Huntington Bancshares Inc

Financial Services
12.1K
+ 114.63%
$14.18 - $18.2 $172K - $221K
22.7K $369M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.39K
+ 15.39%
$174.22 - $187.62 $241K - $260K
10.4K $1.82B
MS
Morgan Stanley

Financial Services
57
+ 0.7%
$104.42 - $134.99 $5.95K - $7.69K
8.19K $1.03B
META
Meta Platforms, Inc.

Communication Services
199
+ 4.25%
$554.08 - $632.68 $110K - $126K
4.88K $2.86B
WELL
Welltower Inc.

Real Estate
1.44K
+ 51.19%
$123.11 - $139.3 $177K - $200K
4.25K $535M
RJF
Raymond James Financial Inc

Financial Services
17
+ 0.38%
$123.0 - $170.1 $2.09K - $2.89K
4.44K $690M
GS
Goldman Sachs Group Inc

Financial Services
4
+ 0.22%
$486.1 - $608.57 $1.94K - $2.43K
1.86K $1.06B
VTR
Ventas, Inc.

Real Estate
2.87K
+ 48.13%
$57.73 - $66.48 $166K - $191K
8.84K $520M
WMT
Walmart Inc.

Consumer Defensive
11
+ 0.08%
$79.1 - $95.7 $870 - $1.05K
13.1K $1.18B
PCAR
Paccar Inc

Industrials
386
+ 2.49%
$97.92 - $118.41 $37.8K - $45.7K
15.9K $1.65B
TPL
Texas Pacific Land Corp

Energy
2
+ 0.38%
$915.49 - $1730.0 $1.83K - $3.46K
524 $580M
AR
Antero Resources Corp

Energy
354
+ 2.18%
$25.54 - $35.52 $9.04K - $12.6K
16.6K $582M
JEF
Jefferies Financial Group Inc.

Financial Services
62
+ 0.96%
$61.95 - $81.75 $3.84K - $5.07K
6.49K $509M
SNA
Snap On Inc

Industrials
21
+ 1.07%
$285.44 - $371.35 $5.99K - $7.8K
1.99K $674M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.02K
+ 63.31%
$82.28 - $117.52 $166K - $238K
5.21K $442M
GDDY
Go Daddy Inc.

Technology
5
+ 0.21%
$153.16 - $209.03 $766 - $1.05K
2.43K $480M
LPLA
Lpl Financial Holdings Inc.

Financial Services
4
+ 0.39%
$229.85 - $335.91 $919 - $1.34K
1.03K $337M
NNN
National Retail Properties, Inc.

Real Estate
3.61K
+ 55.24%
$39.77 - $49.34 $144K - $178K
10.1K $415M
AXS
Axis Capital Holdings LTD

Financial Services
54
+ 0.55%
$78.26 - $94.05 $4.23K - $5.08K
9.87K $875M
EMR
Emerson Electric CO

Industrials
25
+ 0.43%
$108.13 - $134.33 $2.7K - $3.36K
5.8K $719M
GILD
Gilead Sciences, Inc.

Healthcare
67
+ 0.76%
$83.95 - $97.9 $5.62K - $6.56K
8.93K $824M
UNM
Unum Group

Financial Services
63
+ 1.19%
$58.88 - $77.07 $3.71K - $4.86K
5.37K $392M
Liberty Media Corp Del
11
+ 0.28%
N/A
3.96K $366M
TDY
Teledyne Technologies Inc

Technology
27
+ 1.52%
$436.59 - $489.24 $11.8K - $13.2K
1.8K $836M
AME
Ametek Inc

Industrials
87
+ 1.83%
$165.89 - $197.38 $14.4K - $17.2K
4.83K $871M
AZPN
Aspen Technology, Inc.

Technology
41
+ 0.99%
$231.19 - $253.16 $9.48K - $10.4K
4.2K $1.05B
TRV
Travelers Companies, Inc.

Financial Services
68
+ 1.27%
$225.97 - $266.66 $15.4K - $18.1K
5.4K $1.3B
XPO
Xpo Logistics, Inc.

Industrials
14
+ 0.66%
$105.35 - $158.2 $1.47K - $2.21K
2.13K $280M
MA
Mastercard Inc

Financial Services
2
+ 0.13%
$491.3 - $536.15 $983 - $1.07K
1.51K $793M
WRB
Berkley W R Corp

Financial Services
445
+ 3.39%
$56.48 - $64.94 $25.1K - $28.9K
13.6K $793M
FLEX
Flex Ltd.

Technology
25
+ 0.26%
$32.52 - $41.3 $813 - $1.03K
9.68K $372M
MUB
Ishares National Muni Bond ETF

ETFs
483
+ 17.13%
$105.78 - $108.7 $51.1K - $52.5K
3.3K $352M
CDNS
Cadence Design Systems Inc

Technology
4
+ 0.28%
$249.1 - $324.54 $996 - $1.3K
1.44K $433M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
24
+ 1.36%
$131.85 - $172.52 $3.16K - $4.14K
1.79K $292M
CME
Cme Group Inc.

Financial Services
10
+ 0.35%
$221.17 - $246.02 $2.21K - $2.46K
2.9K $673M
HLI
Houlihan Lokey, Inc.

Financial Services
15
+ 0.73%
$158.81 - $190.49 $2.38K - $2.86K
2.07K $360M
IJK
Ishares S&P Midcap 400 Growth

ETFs
428
+ 9.75%
$90.66 - $99.46 $38.8K - $42.6K
4.82K $438M
Activity Summary
Buys All Purchases 182 New Holdings 25 Increased Positions 157 Sells All Sells 201 Reductions 201 Sold out 0 Options Calls 0 Puts 0
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