Net Worth Advisory Group Reduced Holdings in Q4 2025

Net Worth Advisory Group

  • $495 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
-1.33K
- 70.84%
$536.85 - $580.45 $713K - $771K
547 $312M
WMT
Walmart Inc.

Consumer Defensive
-5.8K
- 24.3%
$101.18 - $109.03 $586K - $632K
18.1K $2.01B
KLAC
Kla Corp

Technology
-480
- 36.84%
$982.75 - $1235.28 $472K - $593K
823 $1B
MS
Morgan Stanley

Financial Services
-3.21K
- 34.25%
$151.86 - $169.92 $487K - $545K
6.16K $1.09B
FTNT
Fortinet, Inc.

Technology
-4.13K
- 47.56%
$80.54 - $87.52 $332K - $361K
4.55K $361M
MU
Micron Technology Inc

Technology
-2.84K
- 71.18%
$181.6 - $253.3 $516K - $719K
1.15K $328M
COIN
Coinbase Global, Inc.

Technology
-270
- 13.88%
$283.14 - $387.27 $76.4K - $105K
1.68K $379M
AEM
Agnico Eagle Mines LTD

Basic Materials
-1.6K
- 50.65%
$155.17 - $185.52 $247K - $296K
1.55K $263M
Coherent Corp
-3.65K
- 67.5%
N/A
1.76K $324M
TMUS
T Mobile Us, Inc.

Communication Services
-801
- 30.9%
$201.01 - $233.26 $161K - $187K
1.79K $364M
EQT
Eqt Corp

Energy
-3.48K
- 21.87%
$51.8 - $60.84 $180K - $212K
12.4K $666M
UBS
Ubs Group Ag

Financial Services
-6.83K
- 27.63%
$37.56 - $41.1 $257K - $281K
17.9K $829M
SPOT
Spotify Technology S.A.

Communication Services
-110
- 13.16%
$616.91 - $707.3 $67.9K - $77.8K
726 $421M
CDNS
Cadence Design Systems Inc

Technology
-208
- 8.93%
$314.93 - $353.36 $65.5K - $73.5K
2.12K $663M
NVS
Novartis Ag

Healthcare
-1.57K
- 23.76%
$121.8 - $132.39 $191K - $208K
5.04K $695M
PINS
Pinterest, Inc.

Communication Services
-2.27K
- 16.69%
$25.75 - $35.24 $58.3K - $79.9K
11.3K $293M
ZBRA
Zebra Technologies Corp

Technology
-215
- 12.92%
$240.56 - $313.89 $51.7K - $67.5K
1.45K $352M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-337
- 26.62%
$426.99 - $455.46 $144K - $153K
929 $413M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-715
- 31.39%
$195.54 - $204.93 $140K - $147K
1.56K $320M
DELL
Dell Technologies Inc.

Technology
-344
- 6.44%
$133.76 - $164.88 $46K - $56.7K
5K $629M
NVO
Novo Nordisk A S

Healthcare
-1.82K
- 29.02%
$45.68 - $59.65 $83K - $108K
4.44K $226M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-2.32K
- 34.16%
$47.86 - $48.14 $111K - $112K
4.47K $214M
MP
Mp Materials Corp.

Basic Materials
-15
- 0.23%
$51.95 - $98.65 $779 - $1.48K
6.47K $327M
GFL
Gfl Environmental Inc.

Industrials
-1.31K
- 11.46%
$42.96 - $46.76 $56.4K - $61.4K
10.1K $436M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-928
- 2.91%
$100.33 - $100.69 $93.1K - $93.4K
31K $3.11B
C
Citigroup Inc

Financial Services
-1.55K
- 30.06%
$93.93 - $102.87 $145K - $159K
3.6K $420M
ICLR
Icon PLC

Healthcare
-699
- 19.62%
$157.68 - $193.89 $110K - $136K
2.86K $522M
APP
App Lovin Corp

Technology
-72
- 6.42%
$552.64 - $704.09 $39.8K - $50.7K
1.05K $707M
NTNX
Nutanix, Inc.

Technology
-124
- 3.05%
$65.91 - $76.92 $8.17K - $9.54K
3.95K $204M
PCAR
Paccar Inc

Industrials
-2.64K
- 15.36%
$93.0 - $101.08 $245K - $267K
14.5K $1.59B
SHV
Ishares Tr

ETFs
-769
- 2.35%
$110.15 - $110.49 $84.7K - $85K
31.9K $3.52B
DKNG
Draft Kings Inc.

Consumer Cyclical
-1.76K
- 17.49%
$27.92 - $35.5 $49.1K - $62.4K
8.3K $286M
BSX
Boston Scientific Corp

Healthcare
-757
- 13.99%
$94.95 - $104.98 $71.9K - $79.5K
4.65K $444M
UFPI
Ufp Industries Inc

Basic Materials
-817
- 22.0%
$89.44 - $93.26 $73.1K - $76.2K
2.9K $264M
NXPI
Nxp Semiconductors N.V.

Technology
-231
- 7.67%
$197.1 - $231.42 $45.5K - $53.5K
2.78K $603M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.64K
- 16.72%
$29.81 - $42.36 $48.7K - $69.3K
8.14K $301M
ZS
Zscaler, Inc.

Technology
-24
- 2.36%
$292.75 - $336.27 $7.03K - $8.07K
994 $224M
EQIX
Equinix Inc

Real Estate
-94
- 16.4%
$772.6 - $846.01 $72.6K - $79.5K
479 $367M
LYV
Live Nation Entertainment, Inc.

Communication Services
-29
- 0.79%
$134.79 - $158.88 $3.91K - $4.61K
3.63K $518M
LKQ
Lkq Corp

Consumer Cyclical
-2.3K
- 11.31%
$28.68 - $31.96 $66K - $73.6K
18.1K $545M
FFIV
F5, Inc.

Technology
-45
- 4.79%
$234.0 - $343.17 $10.5K - $15.4K
895 $229M
CSGP
Costar Group, Inc.

Real Estate
-106
- 2.69%
$67.23 - $84.8 $7.13K - $8.99K
3.83K $258M
TXN
Texas Instruments Inc

Technology
-233
- 7.89%
N/A
2.72K $472M
CMCSA
Comcast Corp

Communication Services
-1.32K
- 8.23%
$26.98 - $31.09 $35.6K - $41K
14.7K $439M
UNH
Unitedhealth Group Inc

Healthcare
-128
- 10.12%
$320.52 - $369.92 $41K - $47.3K
1.14K $375M
WST
West Pharmaceutical Services Inc

Healthcare
-312
- 14.95%
$261.17 - $307.25 $81.5K - $95.9K
1.78K $488M
TDG
Trans Digm Group Inc

Industrials
-48
- 11.27%
$1237.71 - $1359.3 $59.4K - $65.2K
378 $503M
BAX
Baxter International Inc

Healthcare
-555
- 4.52%
$17.75 - $23.86 $9.85K - $13.2K
11.7K $224M
KBR
Kbr, Inc.

Industrials
-275
- 4.63%
$41.51 - $47.77 $11.4K - $13.1K
5.66K $227M
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
Track This Portfolio

Track Net Worth Advisory Group Portfolio

Follow Net Worth Advisory Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Net Worth Advisory Group, based on Form 13F filings with the SEC.

News

Stay updated on Net Worth Advisory Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email