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WORTH FINANCIAL ADVISORY GROUP, LLC
WORTH FINANCIAL ADVISORY GROUP, LLC
Latest filing: 2026-06-30
WORTH FINANCIAL ADVISORY GROUP, LLC runs WORTH FINANCIAL ADVISORY GROUP, LLC and currently holds 202 stock positions, which is fewer than the average of 230 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%.
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202 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 GSLC GOLDMAN SACHS ETF TR | 6.72% | $139.94 | $146.20 | +4.47% | Added +3154.14% |
 AAPL APPLE INC | 3.45% | $286.95 | $309.35 | +7.81% | Added +4794.35% |
 AMZN AMAZON COM INC | 3.44% | $183.63 | $258.63 | +40.84% | Added +131.58% |
 CGXU CAPITAL GROUP INTL FOCUS EQT | 3.25% | $32.68 | $35.12 | +7.47% | Added +418.12% |
 NVDA NVIDIA CORPORATION | 2.78% | $200.09 | $214.76 | +7.33% | Added +100.00% |
 WINN HARBOR ETF TRUST | 2.66% | $32.47 | $33.42 | +2.93% | Added +100.00% |
 MSFT MICROSOFT CORP | 2.60% | $373.02 | $483.24 | +29.55% | Added +100.00% |
 SFLR INNOVATOR ETFS TRUST | 2.38% | $36.18 | $38.87 | +7.42% | Added +145.83% |
 JPM JPMORGAN CHASE & CO | 2.17% | $327.33 | $351.64 | +7.43% | Added +100.00% |
 AVGO BROADCOM INC | 1.69% | $377.75 | $368.45 | -2.46% | Added +100.00% |
Showing 1-10 of 202