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
AMGN
Amgen Inc

Healthcare
96
+ 2.93%
$309.38 - $337.38 $29.7K - $32.4K
3.38K $1.09B
LMT
Lockheed Martin Corp

Industrials
20
+ 4.64%
$460.3 - $584.56 $9.21K - $11.7K
451 $264M
CRM
Salesforce, Inc.

Technology
76
+ 3.22%
$238.42 - $276.53 $18.1K - $21K
2.44K $667M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
966
+ 8.53%
$30.27 - $34.42 $29.2K - $33.2K
12.3K $419M
CSCO
Cisco Systems, Inc.

Technology
456
+ 8.33%
$44.74 - $53.22 $20.4K - $24.3K
5.93K $316M
FCX
Freeport Mcmoran Inc

Basic Materials
374
+ 1.39%
$39.52 - $51.92 $14.8K - $19.4K
27.4K $1.37B
VALQ
American Centy ETF Tr Stoxx Us

ETFs
218
+ 3.0%
$56.15 - $62.12 $12.2K - $13.5K
7.47K $464M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
1.27K
+ 12.36%
$22.11 - $24.64 $28K - $31.2K
11.5K $280M
EMB
Ishares Tr

ETFs
89
+ 1.07%
$87.75 - $93.74 $7.81K - $8.34K
8.41K $787M
JPIN
Jp Morgan Diversified Return I

ETFs
134
+ 1.89%
$54.1 - $60.82 $7.25K - $8.15K
7.22K $434M
SRLN
Ssga Active Trust

ETFs
724
+ 7.4%
$40.93 - $41.85 $29.6K - $30.3K
10.5K $439M
Innovator Etfs Trust
645
+ 6.52%
N/A
10.5K $276M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
11
+ 0.36%
$83.76 - $91.82 $921 - $1.01K
3.08K $281M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
5
+ 0.1%
$46.17 - $51.13 $231 - $256
5.03K $257M
JGRO
J P Morgan Exchange Traded Fd
191
+ 5.26%
N/A
3.82K $294M
SOFI
So Fi Technologies, Inc.

Financial Services
350
+ 2.61%
$6.32 - $8.19 $2.21K - $2.87K
13.8K $108M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9
+ 0.2%
$41.9 - $48.26 $377 - $434
4.61K $221M
AMD
Advanced Micro Devices Inc

Technology
97
+ 5.97%
$128.67 - $183.96 $12.5K - $17.8K
1.72K $283M
SCHO
Schwab Short Term Us Treasury

ETFs
210
+ 3.73%
$47.93 - $49.06 $10.1K - $10.3K
5.84K $286M
PEP
Pepsico Inc

Consumer Defensive
22
+ 1.23%
$161.9 - $179.3 $3.56K - $3.94K
1.81K $308M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
60
+ 1.12%
$91.42 - $91.82 $5.49K - $5.51K
5.41K $497M
XLK
Technology Sector Spdr

ETFs
15
+ 0.49%
$197.34 - $237.68 $2.96K - $3.57K
3.07K $693M
IXN
Ishares Global Information Tec

ETFs
24
+ 0.16%
$73.0 - $87.81 $1.75K - $2.11K
14.6K $1.21B
MRK
Merck & Co., Inc.

Healthcare
90
+ 5.37%
$111.15 - $128.97 $10K - $11.6K
1.77K $201M
SLB
Schlumberger Limited

Energy
1.19K
+ 10.78%
$39.57 - $49.67 $47K - $59K
12.2K $512M
XLE
Energy Sector Spdr

ETFs
151
+ 1.91%
$84.35 - $93.39 $12.7K - $14.1K
8.07K $708M
COP
Conocophillips

Energy
47
+ 2.21%
$102.3 - $116.61 $4.81K - $5.48K
2.17K $228M
CVX
Chevron Corp

Energy
61
+ 2.24%
$137.88 - $161.97 $8.41K - $9.88K
2.79K $410M
FDX
Fedex Corp

Industrials
13
+ 1.23%
$254.64 - $313.52 $3.31K - $4.08K
1.07K $292M
PSX
Phillips 66

Energy
73
+ 1.36%
$125.0 - $147.17 $9.13K - $10.7K
5.43K $714M
ABNB
Airbnb, Inc.

Consumer Cyclical
462
+ 10.79%
$113.01 - $154.34 $52.2K - $71.3K
4.74K $601M
AMZN
Amazon Com Inc

Consumer Cyclical
693
+ 2.17%
$161.02 - $200.0 $112K - $139K
32.6K $6.07B
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
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