Net Worth Advisory Group Incresed Positions in Q4 2025

Net Worth Advisory Group

  • $495 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.56K
+ 32.8%
$99.87 - $101.27 $555K - $563K
22.5K $2.25B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
27.7K
+ 129.18%
$19.54 - $19.6 $542K - $544K
49.2K $963M
HYG
Ishares Tr

ETFs
6.92K
+ 10.38%
$79.95 - $81.28 $553K - $562K
73.5K $5.93B
ABBV
Abb Vie Inc.

Healthcare
2.24K
+ 58.67%
$211.96 - $244.38 $476K - $548K
6.07K $1.39B
MRK
Merck & Co., Inc.

Healthcare
3.51K
+ 62.85%
$82.49 - $92.93 $289K - $326K
9.09K $957M
DIS
Walt Disney CO

Communication Services
4.27K
+ 130.9%
$105.69 - $116.65 $451K - $498K
7.53K $856M
SLV
I Shares Silver Trust

ETFs
4.79K
+ 78.26%
$42.4 - $49.17 $203K - $235K
10.9K $702M
MUB
Ishares National Muni Bond ETF

ETFs
4.12K
+ 134.17%
$106.36 - $107.61 $438K - $443K
7.19K $770M
UPS
United Parcel Service Inc

Industrials
3.58K
+ 79.8%
$82.87 - $97.4 $297K - $349K
8.07K $801M
COP
Conocophillips

Energy
4.4K
+ 75.51%
$85.66 - $95.46 $377K - $420K
10.2K $958M
MMM
3 M CO

Industrials
2.44K
+ 142.24%
$148.75 - $171.6 $363K - $418K
4.15K $665M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
20.6K
+ 135.64%
$18.77 - $18.93 $387K - $390K
35.8K $675M
AER
Aer Cap Holdings N.V.

Industrials
1.21K
+ 13.37%
$119.82 - $137.67 $145K - $167K
10.3K $1.48B
TRV
Travelers Companies, Inc.

Financial Services
1.08K
+ 23.24%
$261.57 - $287.42 $283K - $311K
5.74K $1.67B
FCX
Freeport Mcmoran Inc

Basic Materials
3.69K
+ 24.03%
$38.65 - $43.31 $142K - $160K
19K $966M
MCD
Mcdonalds Corp

Consumer Cyclical
1.04K
+ 49.2%
$293.81 - $310.11 $306K - $323K
3.16K $967M
DHR
Danaher Corp

Healthcare
1.06K
+ 41.24%
$202.46 - $223.01 $214K - $235K
3.61K $827M
LOW
Lowes Companies Inc

Consumer Cyclical
1.62K
+ 22.59%
$225.0 - $247.99 $364K - $401K
8.77K $2.12B
APH
Amphenol Corp

Technology
2.14K
+ 130.13%
$121.7 - $143.85 $260K - $308K
3.78K $511M
AXP
American Express CO

Financial Services
223
+ 3.79%
$316.26 - $372.77 $70.5K - $83.1K
6.1K $2.26B
BDX
Becton Dickinson & CO

Healthcare
1.31K
+ 52.3%
$176.39 - $193.93 $231K - $254K
3.81K $740M
AMP
Ameriprise Financial Inc

Financial Services
532
+ 17.83%
$440.8 - $497.79 $235K - $265K
3.52K $1.72B
CVX
Chevron Corp

Energy
1.77K
+ 36.94%
$148.9 - $157.72 $264K - $279K
6.57K $1B
BSJR
Invesco Indx Tr

ETFs
11.1K
+ 70.59%
$22.6 - $22.76 $251K - $253K
26.9K $607M
OXY
Occidental Petroleum Corp

Energy
7.77K
+ 65.38%
$39.75 - $47.72 $309K - $371K
19.6K $808M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
11.3K
+ 98.68%
$21.35 - $21.61 $241K - $244K
22.8K $490M
SPY
Spdr S&P 500 ETF Trust

ETFs
275
+ 8.01%
$653.02 - $687.39 $180K - $189K
3.71K $2.53B
QQQ
Invesco Qqq Trust, Series 1

ETFs
302
+ 7.97%
$589.5 - $635.77 $178K - $192K
4.09K $2.51B
FDX
Fedex Corp

Industrials
336
+ 12.83%
$224.63 - $268.67 $75.5K - $90.3K
2.96K $854M
PG
Procter & Gamble CO

Consumer Defensive
1.95K
+ 46.28%
$145.5 - $153.18 $284K - $299K
6.17K $885M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
10.8K
+ 67.33%
$21.91 - $22.1 $236K - $238K
26.8K $590M
RIO
Rio Tinto PLC

Basic Materials
960
+ 9.17%
$65.44 - $72.58 $62.8K - $69.7K
11.4K $915M
IWF
Ishares Russell 1000 Gr ETF

ETFs
455
+ 35.49%
$459.47 - $491.71 $209K - $224K
1.74K $822M
UNP
Union Pacific Corp

Industrials
1.01K
+ 37.88%
$216.37 - $237.41 $217K - $239K
3.66K $846M
RBLX
Roblox Corp

Communication Services
4.31K
+ 178.01%
$101.27 - $138.56 $436K - $597K
6.73K $545M
ENS
Ener Sys

Industrials
669
+ 22.96%
$109.34 - $138.83 $73.1K - $92.9K
3.58K $526M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
8.34K
+ 47.26%
$23.36 - $23.46 $195K - $196K
26K $607M
ASML
Asml Holding Nv

Technology
104
+ 13.02%
$936.19 - $1075.45 $97.4K - $112K
903 $967M
SHEL
Shell PLC

Energy
2.37K
+ 24.57%
$71.37 - $77.01 $169K - $183K
12K $884M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
371
+ 7.91%
$475.68 - $513.11 $176K - $190K
5.06K $2.54B
JPM
Jpmorgan Chase & CO

Financial Services
379
+ 4.42%
$294.11 - $320.41 $111K - $121K
8.96K $2.89B
CASY
Caseys General Stores Inc

Consumer Cyclical
354
+ 29.38%
$513.19 - $567.48 $182K - $201K
1.56K $862M
RNR
Renaissancere Holdings LTD

Financial Services
367
+ 14.16%
$231.59 - $269.45 $85K - $98.9K
2.96K $832M
IEMG
Ishares Inc

ETFs
2.39K
+ 23.55%
N/A
12.5K $843M
GLDM
World Gold Trust

ETFs
1.66K
+ 61.61%
$76.32 - $86.69 $127K - $144K
4.36K $372M
TD
Toronto Dominion Bank

Financial Services
814
+ 13.22%
$78.32 - $82.74 $63.8K - $67.4K
6.97K $657M
LDOS
Leidos Holdings, Inc.

Technology
1.1K
+ 24.89%
$184.41 - $199.55 $203K - $220K
5.54K $999M
FANG
Diamondback Energy, Inc.

Energy
881
+ 23.38%
$137.29 - $149.2 $121K - $131K
4.65K $699M
AIG
American International Group, Inc.

Financial Services
1.15K
+ 13.17%
$76.15 - $84.05 $87.5K - $96.6K
9.87K $845M
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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