Worth Financial Advisory Group, LLC New Holdings in Q3 2024

Worth Financial Advisory Group, LLC

  • $170 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SFLR
Innovator Etfs Tr Equity Manag
34.2K
New
N/A
34.2K $1.09B
LLY
Eli Lilly & CO

Healthcare
710
New
$772.14 - $960.02 $548K - $682K
710 $629M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
7.61K
New
$55.83 - $66.22 $425K - $504K
7.61K $480M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
9.19K
New
$45.52 - $52.02 $418K - $478K
9.19K $466M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
13.5K
New
$31.92 - $33.91 $431K - $458K
13.5K $458M
Innovator Etfs Trust
14.4K
New
N/A
14.4K $418M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
11.2K
New
$33.02 - $35.03 $371K - $394K
11.2K $394M
DHR
Danaher Corp

Healthcare
978
New
$239.25 - $280.76 $234K - $275K
978 $272M
TSLA
Tesla, Inc.

Consumer Cyclical
1.02K
New
$191.76 - $263.26 $196K - $269K
1.02K $267M
MAR
Marriott International Inc

Consumer Cyclical
1.06K
New
$211.35 - $255.11 $225K - $271K
1.06K $264M
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
14.8K
New
$14.96 - $17.23 $221K - $254K
14.8K $253M
PWR
Quanta Services, Inc.

Industrials
840
New
$239.58 - $298.23 $201K - $251K
840 $250M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.28K
New
$42.22 - $48.62 $223K - $257K
5.28K $245M
SPYG
Spdr Portfolio

ETFs
2.9K
New
$73.38 - $84.1 $213K - $244K
2.9K $241M
USEP
Innovator U.S. Equity Ultra Bu
6.91K
New
N/A
6.91K $240M
AVGO
Broadcom Inc.

Technology
1.39K
New
$136.27 - $1745.86 $189K - $2.42M
1.39K $239M
TMUS
T Mobile Us, Inc.

Communication Services
1.12K
New
$175.14 - $206.36 $197K - $232K
1.12K $232M
DVY
Ishares Tr

ETFs
1.61K
New
$119.99 - $135.74 $193K - $218K
1.61K $217M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
8.3K
New
$25.49 - $25.49 $212K - $212K
8.3K $213M
CGUS
Capital Group Core Equity ETF
6.09K
New
$31.19 - $34.33 $190K - $209K
6.09K $209M
FXR
First Trust Industrials/Produc

ETFs
2.68K
New
$66.85 - $75.76 $179K - $203K
2.68K $203M
NEE
Nextera Energy Inc

Utilities
2.38K
New
$69.9 - $84.97 $166K - $202K
2.38K $201M
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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