WORTH FINANCIAL ADVISORY GROUP, LLC 13F Portfolio
WORTH FINANCIAL ADVISORY GROUP, LLC runs WORTH FINANCIAL ADVISORY GROUP, LLC and currently holds 202 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $240.00M. Their top holdings are GSLC, AAPL, AMZN, CGXU, NVDA. The top five represent 19.6% of reported portfolio weight. WORTH FINANCIAL ADVISORY GROUP, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, WORTH FINANCIAL ADVISORY GROUP, LLC initiated 3 new positions. They added to 97 existing positions. Their current best-performing preview position is IVV with returns of +9.85%.
Portfolio Value
$240.00M
Alpha Score
41.2
#0 of 1000
Holdings
202
WORTH FINANCIAL ADVISORY GROUP, LLC Current 13F Holdings
Reported holdings from WORTH FINANCIAL ADVISORY GROUP, LLC's latest SEC 13F filing, ranked by portfolio weight.
202 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 GSLC GOLDMAN SACHS ETF TR | 6.72% | $139.94 | $148.23 | +5.92% | Added +3154.14% |
 AAPL APPLE INC | 3.45% | $286.95 | $336.68 | +17.33% | Added +4794.35% |
 AMZN AMAZON COM INC | 3.44% | $183.63 | $262.43 | +42.91% | Added +131.58% |
 CGXU CAPITAL GROUP INTL FOCUS EQT | 3.25% | $32.68 | $33.99 | +4.01% | Added +418.12% |
 NVDA NVIDIA CORPORATION | 2.78% | $200.09 | $229.28 | +14.59% | Added +100.00% |
 WINN HARBOR ETF TRUST | 2.66% | $32.47 | $35.25 | +8.56% | Added +100.00% |
 MSFT MICROSOFT CORP | 2.60% | $373.02 | $535.07 | +43.44% | Added +100.00% |
 SFLR INNOVATOR ETFS TRUST | 2.38% | $36.18 | $39.77 | +9.91% | Added +145.83% |
 JPM JPMORGAN CHASE & CO | 2.17% | $327.33 | $333.01 | +1.74% | Added +100.00% |
 AVGO BROADCOM INC | 1.69% | $377.75 | $361.54 | -4.29% | Added +100.00% |
Showing 1-10 of 202