Net Worth Advisory Group New Holdings in Q4 2025

Net Worth Advisory Group

  • $495 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
71.1K
New
$31.41 - $33.69 $2.23M - $2.4M
71.1K $2.32B
SCHV
Schwab Strategic Tr Us Large C

ETFs
62.9K
New
$28.46 - $29.45 $1.79M - $1.85M
62.9K $1.86B
ABT
Abbott Laboratories

Healthcare
10.9K
New
$123.62 - $134.59 $1.35M - $1.47M
10.9K $1.37B
CRM
Salesforce, Inc.

Technology
4.34K
New
$235.69 - $263.41 $1.02M - $1.14M
4.34K $1.15B
COF
Capital One Financial Corp

Financial Services
4.38K
New
$201.01 - $225.01 $881K - $986K
4.38K $1.06B
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
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
ICE
Intercontinental Exchange, Inc.

Financial Services
5.04K
New
$145.59 - $162.64 $733K - $819K
5.04K $816M
CVS
Cvs Health Corp

Healthcare
9.99K
New
$76.69 - $83.04 $766K - $829K
9.99K $792M
MSI
Motorola Solutions, Inc.

Technology
2.01K
New
$379.98 - $462.26 $765K - $931K
2.01K $772M
HCA
Hca Healthcare, Inc.

Healthcare
1.64K
New
$410.68 - $476.61 $673K - $781K
1.64K $765M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
8.51K
New
$80.59 - $84.32 $686K - $718K
8.51K $720M
PFGC
Performance Food Group CO

Consumer Defensive
7.96K
New
N/A
7.96K $716M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
9.01K
New
$77.73 - $78.84 $701K - $711K
9.01K $702M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
7.06K
New
$88.9 - $93.29 $627K - $658K
7.06K $652M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
27.6K
New
$23.37 - $23.7 $646K - $655K
27.6K $646M
GLW
Corning Inc

Technology
7.1K
New
$82.06 - $90.29 $583K - $641K
7.1K $622M
SHOP
Shopify Inc.

Technology
3.69K
New
$146.04 - $179.01 $539K - $661K
3.69K $595M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
6K
New
$82.92 - $88.2 $498K - $529K
6K $540M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.52K
New
$119.13 - $120.38 $539K - $544K
4.52K $540M
KR
Kroger CO

Consumer Defensive
8.5K
New
$63.15 - $69.15 $537K - $588K
8.5K $531M
ZION
Zions Bancorporation, National Association

Financial Services
9.06K
New
$46.93 - $56.93 $425K - $516K
9.06K $530M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
5.76K
New
$88.45 - $91.41 $509K - $526K
5.76K $527M
DFUS
Dimensional ETF Tr U S Equity

ETFs
7.01K
New
$71.0 - $74.64 $498K - $524K
7.01K $520M
VST
Vistra Corp.

Utilities
3.21K
New
$171.56 - $210.85 $550K - $676K
3.21K $517M
HOOD
Robinhood Markets, Inc.

Technology
4.55K
New
$121.53 - $152.46 $553K - $694K
4.55K $515M
STX
Seagate Technology Holdings PLC

Technology
1.85K
New
$211.63 - $293.99 $392K - $544K
1.85K $510M
IBM
International Business Machines Corp

Technology
1.7K
New
$275.97 - $314.98 $469K - $535K
1.7K $503M
VEU
Vanguard Ftse All World Ex Us

ETFs
6.19K
New
$70.2 - $73.89 $434K - $457K
6.19K $455M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.79K
New
$54.27 - $56.85 $423K - $443K
7.79K $442M
IVV
Ishares Core S&P 500 ETF

ETFs
598
New
$656.2 - $690.71 $392K - $413K
598 $410M
Fidelity Covington Trust
11.1K
New
N/A
11.1K $406M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
16.5K
New
$23.02 - $24.23 $379K - $399K
16.5K $396M
HD
Home Depot, Inc.

Consumer Cyclical
1.11K
New
$358.03 - $397.02 $397K - $441K
1.11K $382M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
3.86K
New
$90.99 - $95.91 $351K - $370K
3.86K $363M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.65K
New
$92.24 - $96.56 $336K - $352K
3.65K $350M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.18K
New
$210.33 - $273.65 $248K - $323K
1.18K $335M
VGT
Vanguard Information Technolog

ETFs
439
New
$736.33 - $801.52 $323K - $352K
439 $331M
NET
Cloudflare, Inc.

Technology
1.57K
New
$210.01 - $253.3 $330K - $398K
1.57K $310M
Brookfield Corp
6.69K
New
N/A
6.69K $307M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
3.25K
New
$84.91 - $90.88 $276K - $296K
3.25K $296M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.4K
New
$199.44 - $208.01 $280K - $292K
1.4K $295M
STM
St Microelectronics N.V.

Technology
11.1K
New
$23.34 - $30.54 $260K - $340K
11.1K $288M
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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