Worth Financial Advisory Group, LLC Incresed Positions in Q3 2024

Worth Financial Advisory Group, LLC

  • $170 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
13.1K
+ 50.08%
$207.23 - $234.82 $2.71M - $3.07M
39.2K $9.14B
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
3.5K
+ 6.53%
$65.4 - $72.79 $229K - $254K
57K $4.14B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.22K
+ 4.59%
$44.83 - $47.42 $234K - $248K
119K $5.61B
SPY
Spdr S&P 500 ETF Trust

ETFs
248
+ 4.12%
$517.38 - $573.86 $128K - $142K
6.27K $3.6B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
406
+ 0.97%
$77.02 - $85.06 $31.3K - $34.5K
42.3K $3.57B
HD
Home Depot, Inc.

Consumer Cyclical
232
+ 6.6%
$333.64 - $405.2 $77.4K - $94K
3.75K $1.52B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.38K
+ 12.61%
$36.02 - $41.68 $158K - $182K
39.1K $1.61B
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.43K
+ 2.06%
$54.98 - $59.51 $78.4K - $84.9K
70.6K $4.2B
CGXU
Capital Group Intl Focus Equit

ETFs
4.12K
+ 3.05%
$24.27 - $27.46 $99.9K - $113K
139K $3.75B
ETN
Eaton Corp PLC

Industrials
631
+ 33.37%
$272.52 - $333.02 $172K - $210K
2.52K $836M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
3.19K
+ 91.2%
$58.75 - $64.07 $188K - $205K
6.69K $429M
MSFT
Microsoft Corp

Technology
1.06K
+ 7.46%
$395.15 - $467.56 $417K - $494K
15.2K $6.54B
META
Meta Platforms, Inc.

Communication Services
55
+ 2.24%
$453.41 - $572.44 $24.9K - $31.5K
2.51K $1.44B
ORCL
Oracle Corp

Technology
119
+ 1.98%
$125.9 - $170.35 $15K - $20.3K
6.14K $1.05B
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
2.91K
+ 6.47%
$46.89 - $52.24 $136K - $152K
47.9K $2.48B
UBER
Uber Technologies, Inc

Technology
1.76K
+ 7.29%
$58.48 - $77.47 $103K - $137K
26K $1.95B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.2K
+ 2.05%
$33.74 - $37.96 $40.5K - $45.5K
59.6K $2.24B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
6.42K
+ 44.52%
$24.86 - $26.33 $159K - $169K
20.8K $544M
EQIX
Equinix Inc

Real Estate
96
+ 14.08%
$749.0 - $890.01 $71.9K - $85.4K
778 $691M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
5.76K
+ 40.25%
$25.19 - $26.77 $145K - $154K
20.1K $533M
URI
United Rentals, Inc.

Industrials
6
+ 0.6%
$627.41 - $814.1 $3.76K - $4.88K
1K $810M
CAT
Caterpillar Inc

Industrials
36
+ 1.58%
$316.8 - $391.12 $11.4K - $14.1K
2.32K $908M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
258
+ 0.7%
$60.84 - $67.51 $15.7K - $17.4K
36.9K $2.49B
CB
Chubb LTD

Financial Services
155
+ 6.36%
$252.51 - $292.2 $39.1K - $45.3K
2.59K $747M
SPMD
Spdr Portfolio

ETFs
1.34K
+ 8.88%
$50.29 - $54.92 $67.5K - $73.7K
16.5K $900M
GDIV
Harbor ETF Tr Divid Growth Lea

ETFs
3.69K
+ 6.24%
$13.97 - $15.44 $51.6K - $57K
62.9K $971M
NFLX
Netflix Inc

Communication Services
142
+ 31.42%
$598.55 - $722.26 $85K - $103K
594 $421M
COST
Costco Wholesale Corp

Consumer Defensive
120
+ 48.58%
$801.83 - $917.05 $96.2K - $110K
367 $325M
LQD
Ishares Iboxx $ Investment Gra

ETFs
282
+ 2.0%
$106.11 - $113.72 $29.9K - $32.1K
14.4K $1.62B
FNDX
Schwab Fundamental U S Large C

ETFs
1.21K
+ 23.44%
$65.36 - $71.76 $79.1K - $86.8K
6.37K $457M
ABBV
Abb Vie Inc.

Healthcare
153
+ 4.89%
$163.84 - $199.33 $25.1K - $30.5K
3.28K $648M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.66K
+ 10.26%
$45.2 - $47.87 $75K - $79.5K
17.8K $848M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
785
+ 6.82%
$71.01 - $78.81 $55.7K - $61.9K
12.3K $969M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
513
+ 2.43%
$41.02 - $46.01 $21K - $23.6K
21.7K $986M
NOW
Service Now, Inc.

Technology
54
+ 9.87%
$730.87 - $937.36 $39.5K - $50.6K
601 $538M
IGF
Ishares Global Infrastructure

ETFs
1.31K
+ 26.77%
$47.97 - $54.56 $63K - $71.6K
6.22K $338M
ABT
Abbott Laboratories

Healthcare
361
+ 5.99%
$100.07 - $118.13 $36.1K - $42.6K
6.39K $728M
XOM
Exxon Mobil Corp

Energy
675
+ 7.67%
$109.72 - $119.0 $74.1K - $80.3K
9.48K $1.11B
RTX
Raytheon Technologies Corp

Industrials
74
+ 1.83%
$99.55 - $123.34 $7.37K - $9.13K
4.11K $498M
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.73K
+ 35.09%
$42.66 - $45.18 $73.8K - $78.1K
6.66K $300M
XLF
Financial Sector Spdr

ETFs
446
+ 2.87%
$40.84 - $45.74 $18.2K - $20.4K
16K $725M
XLI
Industrial Sector Spdr

ETFs
79
+ 1.46%
$120.56 - $135.44 $9.52K - $10.7K
5.49K $743M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
81
+ 9.93%
$405.19 - $478.57 $32.8K - $38.8K
897 $413M
SCHX
Schwab Strategic Tr Us Large C

ETFs
910
+ 22.67%
$61.11 - $67.85 $55.6K - $61.7K
4.93K $334M
NVDA
Nvidia Corp

Technology
950
+ 4.47%
$98.91 - $134.91 $94K - $128K
22.2K $2.7B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
608
+ 1.75%
$41.95 - $43.42 $25.5K - $26.4K
35.4K $1.54B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
413
+ 1.42%
$39.37 - $41.68 $16.3K - $17.2K
29.6K $1.22B
IYH
Ishares Tr

ETFs
53
+ 0.32%
$60.29 - $66.38 $3.2K - $3.52K
16.6K $1.08B
V
Visa Inc.

Financial Services
71
+ 1.99%
$253.74 - $291.56 $18K - $20.7K
3.63K $999M
Activity Summary
Buys All Purchases 106 New Holdings 23 Increased Positions 83 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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