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
RY
Royal Bank Of Canada

Financial Services
1.66K
New
$143.64 - $149.05 $238K - $247K
1.66K $282M
Anglogold Ashanti PLC
3.26K
New
N/A
3.26K $278M
PUK
Prudential PLC

Financial Services
8.88K
New
$26.76 - $28.99 $238K - $257K
8.88K $276M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
437
New
$600.51 - $631.95 $262K - $276K
437 $274M
TJX
Tjx Companies Inc

Consumer Cyclical
1.77K
New
$138.56 - $147.63 $245K - $261K
1.77K $272M
Unilever PLC
4.1K
New
N/A
4.1K $268M
WDC
Western Digital Corp

Technology
1.51K
New
$113.13 - $174.22 $171K - $263K
1.51K $260M
CM
Canadian Imperial Bank Of Commerce

Financial Services
2.85K
New
$79.81 - $87.17 $228K - $249K
2.85K $259M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.44K
New
$102.72 - $103.6 $251K - $253K
2.44K $250M
RACE
Ferrari N.V.

Consumer Cyclical
663
New
$378.72 - $504.09 $251K - $334K
663 $245M
GE
General Electric CO

Industrials
765
New
$291.49 - $314.28 $223K - $240K
765 $236M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
2.73K
New
$85.35 - $86.81 $233K - $237K
2.73K $235M
KRYS
Krystal Biotech, Inc.

Healthcare
923
New
$179.61 - $206.16 $166K - $190K
923 $228M
EWBC
East West Bancorp Inc

Financial Services
1.99K
New
$94.31 - $107.45 $188K - $214K
1.99K $224M
T
At&T Inc.

Communication Services
9.01K
New
$24.44 - $27.55 $220K - $248K
9.01K $224M
NFG
National Fuel Gas CO

Energy
2.71K
New
$77.99 - $92.46 $211K - $250K
2.71K $217M
WCC
Wesco International Inc

Industrials
873
New
$208.29 - $267.15 $182K - $233K
873 $214M
DFIC
Dimensional ETF Tr Dimensional

ETFs
6.15K
New
$32.24 - $33.72 $198K - $207K
6.15K $212M
UBER
Uber Technologies, Inc

Technology
2.59K
New
$91.62 - $100.1 $237K - $259K
2.59K $211M
FLS
Flowserve Corp

Industrials
3.02K
New
$49.09 - $71.85 $148K - $217K
3.02K $210M
Vanguard Mun Bd Fds
2.07K
New
N/A
2.07K $209M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.73K
New
$114.27 - $121.15 $197K - $209K
1.73K $208M
JCI
Johnson Controls International PLC

Industrials
1.68K
New
$105.55 - $122.66 $177K - $206K
1.68K $201M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.05K
New
$63.25 - $66.24 $193K - $202K
3.05K $201M
BSCU
Invesco Exc Self Ind Tr

ETFs
10K
New
$16.86 - $17.02 $169K - $171K
10K $170M
HCAT
Health Catalyst, Inc.

Healthcare
36.4K
New
$2.27 - $3.46 $82.6K - $126K
36.4K $86.9M
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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