Worth Financial Advisory Group, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $157 Billion distributed in 156 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $13.1B, Amazon Com Inc with a value of $5.97B, Apple Inc. with a value of $5.69B, Microsoft Corp with a value of $5.41B, and Ishares Core Total Usd Bond Ma with a value of $5.22B.
Examining the 13F form we can see an decrease of $5.14B in the current position value, from $162B to 157B.
Worth Financial Advisory Group, LLC is based out at Charlotte, NC
Below you can find more details about Worth Financial Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$157 Billion
ETFs: $87.4 Billion
Technology: $19.7 Billion
Financial Services: $9.78 Billion
Consumer Cyclical: $9.2 Billion
Communication Services: $4.71 Billion
Healthcare: $4.41 Billion
Consumer Defensive: $3.58 Billion
Industrials: $3.5 Billion
Other: $4.89 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
