Worth Financial Advisory Group, LLC 13F Filings
Worth Financial Advisory Group, LLC reported 166 holdings with total value $170 M as of Q3 2024. Top holdings included GSLC, AAPL, MSFT, AMZN, and IUSB. ... 13F-HR 10/24/2024: …
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Worth Financial Advisory Group, LLC 13F Filings
2 weeks from now
Worth Financial Advisory Group, LLC reported 166 holdings with total value $170 M as of Q3 2024. Top holdings included GSLC, AAPL, MSFT, AMZN, and IUSB. ... 13F-HR 10/24/2024: …
13f.info
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Worth Financial Advisory Group, LLC Q3 2024 13F Top Portfolio …
2 weeks from now
Worth Financial Advisory Group, LLC reported 166 holdings with total value $170 M as of Q3 2024. Top holdings included GSLC, AAPL, MSFT, AMZN, and IUSB. Worth Financial Advisory …
13f.info
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Worth Financial Advisory Group, Llc 13F Filings
2 weeks from now
Worth Financial Advisory Group, Llc reported 166 holdings with total value $170.18M as of Q3 2024. Top holdings included GSLC, AAPL, MSFT, AMZN ... Worth Financial Advisory Group, …
sensamarket.com
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WORTH FINANCIAL ADVISORY GROUP, LLC Top 13F Holdings
2 weeks from now
Worth Financial Advisory Group is a large advisory firm with 420 clients and discretionary assets under management (AUM) of $179,335,290 (Form ADV from 2024-08-20). Their last reported …
whalewisdom.com
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Worth Financial Advisory Group, LLC | Form 13F - Radient
2 weeks from now
SEC Form 13F for Worth Financial Advisory Group, LLC, CIK: 1964358 as on 31 Mar 2024. Quarterly holdings report, AUM: $144,350,764.87 Radient dramatically simplifies identifying …
radientanalytics.com
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Worth Financial Advisory Group, LLC Q1 2024 13F Top Portfolio …
2 weeks from now
Worth Financial Advisory Group, LLC reported 138 holdings with total value $144 M as of Q1 2024. Top holdings included GSLC, MSFT, AMZN, IUSB, and AAPL. ... Location Charlotte, …
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Merck & Co., Inc. (NYSE:MRK) Holdings Trimmed By ARS Wealth …
2 weeks from now
11 hours ago · ARS Wealth Advisors Group LLC lowered its holdings in Merck & Co., Inc. (NYSE:MRK - Free Report) by 2.8% in the fourth quarter, according to its most recent Form …
marketbeat.com
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Broadcom Inc. (NASDAQ:AVGO) Shares Bought By Winthrop …
2 weeks from now
3 days ago · Winthrop Advisory Group LLC boosted its stake in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 57.5% in the fourth quarter, according to its most recent …
marketbeat.com
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Brendel Financial Advisors LLC Has $2.50 Million Stock
2 weeks from now
21 hours ago · Brendel Financial Advisors LLC lessened its position in shares of The Williams Companies, Inc. (NYSE:WMB - Free Report) by 11.0% during the 4th quarter, according to its …
marketbeat.com
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Worth Financial Advisory Group, LLC Q2 2024 13F Top Portfolio …
2 weeks from now
Worth Financial Advisory Group, LLC reported 148 holdings with total value $152 M as of Q2 2024. Top holdings included GSLC, MSFT, AMZN, AAPL, and IUSB. ... Location Charlotte, …
13f.info
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Fifth Third Wealth Advisors LLC Raises Holdings In ... - MarketBeat
2 weeks from now
11 hours ago · Fifth Third Wealth Advisors LLC increased its position in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 12.8% during the fourth quarter, according to its most …
marketbeat.com
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Worth Financial Advisory Group, LLC Q4 2022 13F Top Portfolio …
2 weeks from now
Worth Financial Advisory Group, LLC reported 106 holdings with total value $86.1 M as of Q4 2022. Top holdings included GSLC, IUSB, AAPL, QUAL, and MSFT. ... Value ($000) $86,075 …
13f.info
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