WORTH FINANCIAL ADVISORY GROUP, LLC Top 13F Holdings

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 …

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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

$170
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Worth Financial Advisory Group, LLC 13F Filings

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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

$170.18
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Worth Financial Advisory Group, Llc 13F Filings

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Worth Financial Advisory Group, Llc reported 166 holdings with total value $170.18M as of Q3 2024. Top holdings included GSLC, AAPL, MSFT, AMZN ... Most recent 13F. Q3 2024. …

sensamarket.com

$170
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Worth Financial Advisory Group, LLC Q3 2024 13F Top Portfolio …

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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. ... Value ($000) …

13f.info

$152
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Worth Financial Advisory Group, LLC Q2 2024 13F Top Portfolio …

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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. Worth Financial Advisory …

13f.info

$105
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Worth Financial Advisory Group, LLC Q1 2023 13F Top Portfolio …

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Worth Financial Advisory Group, LLC reported 119 holdings with total value $105 M as of Q1 2023. Top holdings included GSLC, IUSB, AAPL, MSFT, and QUAL. ... Num holdings 119 …

13f.info

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Northstar Advisory Group LLC Boosts Holdings In EBay Inc

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3 days ago · Finally, Financial Management Professionals Inc. lifted its holdings in shares of eBay by 276.0% in the 3rd quarter. Financial Management Professionals Inc. now owns 846 shares …

marketbeat.com

$111
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Worth Financial Advisory Group, LLC Q3 2023 13F Top Portfolio …

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Oct 13, 2023 · Worth Financial Advisory Group, LLC reported 123 holdings with total value $111 M as of Q3 2023. Top holdings included GSLC, IUSB, AAPL, MSFT, and AMZN. Worth …

13f.info

3%
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San Luis Wealth Advisors LLC Trims Stock Holdings In …

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1 day ago · San Luis Wealth Advisors LLC reduced its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 86.3% in the 4th quarter, according to the …

marketbeat.com

$9176052784
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Top 10 Financial Advisors In New Jersey | SmartAsset.com

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Bleakley Financial Group, LLC Find an Advisor. Read Review. $9,176,052,784: ... To find the top financial advisors in New Jersey, we first identified all firms registered with the SEC in the …

smartasset.com

$144
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Worth Financial Advisory Group, LLC Q1 2024 13F Top Portfolio …

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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. Worth Financial Advisory …

13f.info

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Brendel Financial Advisors LLC Has $2.50 Million Stock Holdings In …

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18 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

$86
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Worth Financial Advisory Group, LLC Q4 2022 13F Top Portfolio …

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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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Signal Advisors Wealth LLC Raises Stock Holdings In The

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1 day ago · Signal Advisors Wealth LLC raised its position in shares of The Progressive Co. (NYSE:PGR - Free Report) by 42.3% in the 4th quarter, according to its most recent Form 13F …

marketbeat.com

9%
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Northstar Advisory Group LLC Has $2.78 Million Stock Holdings In …

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2 days ago · Northstar Advisory Group LLC lifted its holdings in shares of The Home Depot, Inc. (NYSE:HD - Free Report) by 50.9% in the fourth quarter, according to its most recent 13F …

marketbeat.com