Worth Financial Advisory Group, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $170 Billion distributed in 166 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 $14.1B, Apple Inc. with a value of $9.14B, Microsoft Corp with a value of $6.54B, Amazon Com Inc with a value of $6.07B, and Ishares Core Total Usd Bond Ma with a value of $5.61B.
Examining the 13F form we can see an increase of $17.8B in the current position value, from $152B to 170B.
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
$170 Billion
ETFs: $100 Billion
Technology: $24.9 Billion
Consumer Cyclical: $9.69 Billion
Financial Services: $8.38 Billion
Communication Services: $4.82 Billion
Industrials: $4.78 Billion
Healthcare: $4.68 Billion
Consumer Defensive: $3.44 Billion
Other: $5.78 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
