Worth Financial Advisory Group, LLC Portfolio Holdings

Worth Financial Advisory Group, LLC

  • $170 Billion
  • Q3 2024

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 166
  • Current Value $170 Billion
  • Prior Value $152 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 23 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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