Worth Financial Advisory Group, LLC Incresed Positions in Q4 2025

Worth Financial Advisory Group, LLC

  • $206 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
The Alger ETF Trust
20.9K
+ 117.09%
N/A
38.8K $1.33B
AMZN
Amazon Com Inc

Consumer Cyclical
1.33K
+ 4.02%
$213.04 - $254.0 $283K - $338K
34.4K $7.95B
AAPL
Apple Inc.

Technology
475
+ 1.8%
$245.27 - $275.25 $117K - $131K
26.9K $7.31B
NVDA
Nvidia Corp

Technology
2.63K
+ 9.47%
$179.83 - $207.04 $473K - $545K
30.4K $5.67B
GOOGL
Alphabet Inc.

Communication Services
709
+ 20.06%
$236.57 - $291.31 $168K - $207K
4.24K $1.33B
LLY
Eli Lilly & CO

Healthcare
27
+ 2.01%
$799.57 - $1025.28 $21.6K - $27.7K
1.37K $1.47B
CGXU
Capital Group Intl Focus Equit

ETFs
15.2K
+ 8.91%
$29.32 - $31.03 $444K - $470K
185K $5.47B
WINN
Harbor ETF Tr Harbor Long Term

ETFs
13.7K
+ 30.37%
N/A
58.9K $1.83B
PANW
Palo Alto Networks Inc

Technology
2.79K
+ 48.44%
$204.77 - $221.38 $571K - $617K
8.54K $1.57B
AVGO
Broadcom Inc.

Technology
728
+ 8.28%
$324.63 - $385.98 $236K - $281K
9.52K $3.29B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
395
+ 0.33%
$127.15 - $133.03 $50.2K - $52.5K
118K $15.7B
WMT
Walmart Inc.

Consumer Defensive
1.14K
+ 8.28%
$101.18 - $109.03 $115K - $124K
14.9K $1.66B
AMGN
Amgen Inc

Healthcare
552
+ 42.72%
$290.13 - $341.71 $160K - $189K
1.84K $604M
DHR
Danaher Corp

Healthcare
878
+ 79.89%
$202.46 - $223.01 $178K - $196K
1.98K $453M
Innovator Etfs Trust
6.76K
+ 105.79%
N/A
13.1K $428M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
2.7K
+ 24.28%
$67.15 - $70.77 $181K - $191K
13.8K $989M
VRT
Vertiv Holdings CO

Industrials
1.15K
+ 38.46%
N/A
4.15K $672M
APO
Apollo Global Management, Inc.

Financial Services
1.27K
+ 67.9%
$118.22 - $133.75 $150K - $169K
3.13K $453M
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
9.71K
+ 30.95%
$20.33 - $23.15 $197K - $225K
41.1K $865M
Ab Active Etfs Inc
1.25K
+ 23.23%
N/A
6.61K $690M
NFLX
Netflix Inc

Communication Services
10.9K
+ 1370.55%
$110.29 - $1241.35 $1.21M - $13.6M
11.7K $1.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
114
+ 2.73%
$653.02 - $687.39 $74.4K - $78.4K
4.29K $2.93B
GS
Goldman Sachs Group Inc

Financial Services
44
+ 3.66%
$744.6 - $838.97 $32.8K - $36.9K
1.25K $1.09B
XOM
Exxon Mobil Corp

Energy
419
+ 3.64%
$110.64 - $119.78 $46.4K - $50.2K
11.9K $1.43B
RTX
Raytheon Technologies Corp

Industrials
303
+ 6.12%
$157.0 - $179.44 $47.6K - $54.4K
5.25K $963M
ETN
Eaton Corp PLC

Industrials
1.22K
+ 26.71%
$352.39 - $387.75 $431K - $475K
5.81K $1.85B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.26K
+ 2.67%
$42.26 - $44.28 $53.4K - $56K
48.6K $2.16B
IVV
Ishares Core S&P 500 ETF

ETFs
65
+ 1.3%
$656.2 - $690.71 $42.7K - $44.9K
5.06K $3.47B
AMAT
Applied Materials Inc

Technology
20
+ 0.97%
$209.95 - $240.89 $4.2K - $4.82K
2.08K $536M
BAC
Bank Of America Corp

Financial Services
696
+ 4.09%
$48.65 - $54.11 $33.9K - $37.7K
17.7K $973M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
254
+ 33.91%
$280.66 - $305.09 $71.3K - $77.5K
1K $305M
NEM
Newmont Corp

Basic Materials
130
+ 2.45%
$78.63 - $98.27 $10.2K - $12.8K
5.43K $542M
JNJ
Johnson & Johnson

Healthcare
279
+ 17.53%
$185.98 - $199.58 $51.9K - $55.7K
1.87K $387M
AXP
American Express CO

Financial Services
150
+ 16.63%
$316.26 - $372.77 $47.4K - $55.9K
1.05K $389M
BA
Boeing CO

Industrials
375
+ 20.47%
$191.81 - $225.32 $71.9K - $84.5K
2.21K $479M
Innovator Etfs Trust
2.34K
+ 17.6%
N/A
15.6K $445M
V
Visa Inc.

Financial Services
81
+ 1.83%
$325.75 - $352.42 $26.4K - $28.5K
4.51K $1.58B
HGER
Harbor ETF Tr All Weather Infl
3.89K
+ 10.5%
$25.61 - $27.12 $99.6K - $105K
40.9K $1.02B
MDT
Medtronic PLC

Healthcare
343
+ 4.38%
$90.06 - $98.43 $30.9K - $33.8K
8.18K $786M
AOA
Ishares Tr Core Aggressive All

ETFs
205
+ 1.43%
$86.51 - $90.12 $17.7K - $18.5K
14.5K $1.3B
NEE
Nextera Energy Inc

Utilities
42
+ 0.66%
$78.18 - $86.03 $3.28K - $3.61K
6.38K $512M
VXF
Vanguard Extended Market ETF

ETFs
145
+ 2.55%
$204.22 - $215.05 $29.6K - $31.2K
5.83K $1.22B
CVS
Cvs Health Corp

Healthcare
30
+ 0.45%
$76.69 - $83.04 $2.3K - $2.49K
6.66K $528M
IVW
Ishares S&P 500 Growth ETF

ETFs
77
+ 1.4%
$118.29 - $126.28 $9.11K - $9.72K
5.59K $689M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
1.77K
+ 2.95%
$79.88 - $85.48 $141K - $151K
61.7K $5.03B
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
600
+ 11.19%
$46.96 - $49.73 $28.2K - $29.8K
5.96K $286M
SPMD
Spdr Portfolio

ETFs
163
+ 1.07%
$55.44 - $58.05 $9.04K - $9.46K
15.4K $890M
DVY
Ishares Tr

ETFs
161
+ 4.35%
$138.1 - $143.11 $22.2K - $23K
3.86K $545M
VALQ
American Centy ETF Tr Stoxx Us

ETFs
47
+ 0.55%
$62.83 - $65.32 $2.95K - $3.07K
8.54K $565M
Activity Summary
Buys All Purchases 113 New Holdings 36 Increased Positions 77 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Worth Financial Advisory Group, LLC Portfolio

Follow Worth Financial Advisory Group, LLC 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 Worth Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Financial Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email