Worth Financial Advisory Group, LLC Sells in Q1 2025

Worth Financial Advisory Group, LLC

  • $157 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-769
- 2.39%
$190.26 - $242.06 $146K - $186K
31.4K $5.97B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-2.61K
- 2.15%
$108.02 - $120.45 $282K - $315K
119K $13.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.23K
- 22.81%
$551.42 - $612.93 $680K - $756K
4.17K $2.33B
ETN
Eaton Corp PLC

Industrials
-1.78K
- 34.85%
$271.83 - $371.23 $483K - $659K
3.32K $902M
ORCL
Oracle Corp

Technology
-3.91K
- 64.46%
$139.81 - $186.47 $546K - $729K
2.15K $301M
CB
Chubb LTD

Financial Services
-2.28K
- 44.38%
$257.71 - $301.99 $589K - $690K
2.86K $864M
HD
Home Depot, Inc.

Consumer Cyclical
-1.34K
- 36.85%
$347.25 - $424.87 $465K - $568K
2.29K $840M
BX
Blackstone Inc.

Financial Services
-2.31K
- 39.99%
$136.53 - $186.74 $315K - $431K
3.47K $485M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-7.34K
- 17.29%
$49.85 - $56.22 $366K - $413K
35.1K $1.78B
AMGN
Amgen Inc

Healthcare
-1.96K
- 60.42%
$258.59 - $327.36 $506K - $641K
1.28K $399M
FCX
Freeport Mcmoran Inc

Basic Materials
-9.71K
- 34.9%
$34.5 - $43.01 $335K - $418K
18.1K $686M
ABNB
Airbnb, Inc.

Consumer Cyclical
-2.16K
- 48.27%
$119.38 - $161.42 $258K - $349K
2.32K $277M
EQIX
Equinix Inc

Real Estate
-223
- 26.96%
$803.0 - $959.97 $179K - $214K
604 $492M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-553
- 2.11%
$168.16 - $186.21 $93K - $103K
25.7K $4.39B
AMAT
Applied Materials Inc

Technology
-1.3K
- 26.88%
$145.06 - $195.51 $189K - $254K
3.54K $514M
IVV
Ishares Core S&P 500 ETF

ETFs
-171
- 3.31%
$554.06 - $615.85 $94.7K - $105K
4.99K $2.8B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-6.08K
- 17.74%
$37.07 - $40.63 $226K - $247K
28.2K $1.11B
SLB
Schlumberger Limited

Energy
-5.88K
- 49.67%
$38.4 - $43.74 $226K - $257K
5.96K $249M
SPMD
Spdr Portfolio

ETFs
-2.58K
- 15.93%
$50.21 - $57.73 $130K - $149K
13.6K $698M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.01K
- 35.86%
$91.45 - $91.75 $184K - $185K
3.6K $330M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.92K
- 10.76%
$40.03 - $46.81 $77K - $90.1K
16K $650M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-346
- 0.95%
$64.88 - $72.1 $22.4K - $24.9K
36K $2.37B
CAT
Caterpillar Inc

Industrials
-186
- 8.55%
$326.75 - $407.63 $60.8K - $75.8K
1.99K $656M
VXF
Vanguard Extended Market ETF

ETFs
-134
- 2.23%
$170.36 - $201.04 $22.8K - $26.9K
5.86K $1.01B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-5.05K
- 4.27%
$44.72 - $46.25 $226K - $234K
113K $5.22B
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-4.79K
- 30.89%
$25.06 - $25.98 $120K - $124K
10.7K $277M
XLK
Technology Sector Spdr

ETFs
-157
- 5.12%
$206.38 - $242.18 $32.4K - $38K
2.91K $601M
AOR
Ishares Tr Core Growth Allocat

ETFs
-2.04K
- 7.28%
$56.63 - $59.39 $115K - $121K
26K $1.5B
URI
United Rentals, Inc.

Industrials
-47
- 5.14%
$594.17 - $789.56 $27.9K - $37.1K
868 $544M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
-408
- 4.94%
$58.23 - $69.12 $23.8K - $28.2K
7.86K $460M
SRLN
Ssga Active Trust

ETFs
-1.92K
- 18.01%
$41.02 - $41.99 $78.6K - $80.5K
8.72K $359M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
-754
- 7.48%
$48.0 - $54.24 $36.2K - $40.9K
9.33K $450M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-733
- 1.05%
$56.17 - $59.71 $41.2K - $43.8K
69K $3.94B
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
-1.38K
- 10.54%
$33.17 - $35.48 $45.8K - $49K
11.7K $393M
FXL
First Tr Exchange Traded Fd Fi

ETFs
-80
- 2.86%
$131.2 - $160.72 $10.5K - $12.9K
2.72K $360M
SPYG
Spdr Portfolio

ETFs
-35
- 0.58%
$80.05 - $92.39 $2.8K - $3.23K
6.01K $483M
IVW
Ishares S&P 500 Growth ETF

ETFs
-7
- 0.13%
$92.45 - $106.69 $647 - $747
5.29K $491M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-4.41K
- 8.66%
$33.84 - $37.77 $149K - $167K
46.5K $1.69B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-215
- 8.27%
$120.24 - $134.3 $25.9K - $28.9K
2.39K $291M
JGRO
J P Morgan Exchange Traded Fd
-194
- 4.83%
N/A
3.82K $282M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-763
- 2.18%
$42.38 - $43.28 $32.3K - $33K
34.2K $1.45B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-139
- 6.65%
$120.29 - $134.6 $16.7K - $18.7K
1.95K $238M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-452
- 3.2%
$105.1 - $109.61 $47.5K - $49.5K
13.7K $1.49B
GNR
Spdr S&P Global Natural Resour

ETFs
-829
- 13.2%
$50.12 - $54.48 $41.5K - $45.2K
5.45K $290M
PG
Procter & Gamble CO

Consumer Defensive
-317
- 2.65%
$158.56 - $176.26 $50.3K - $55.9K
11.6K $1.99B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-20
- 0.41%
$57.21 - $65.8 $1.14K - $1.32K
4.91K $286M
CSCO
Cisco Systems, Inc.

Technology
-506
- 9.65%
$58.74 - $64.87 $29.7K - $32.8K
4.74K $292M
DE
Deere & CO

Industrials
-103
- 14.07%
$408.57 - $509.27 $42.1K - $52.5K
629 $295M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-76
- 0.42%
$50.17 - $51.45 $3.81K - $3.91K
17.8K $900M
Activity Summary
Buys All Purchases 74 New Holdings 13 Increased Positions 61 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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