Worth Financial Advisory Group, LLC Q2 2025 Filing

Filed July 17, 2025

Portfolio Value

$162.9M

Holdings

147

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (147 positions)

StockValue
AQLTISHARES TR
$369K
AMGNAMGEN INC
$356K
SLBSCHLUMBERGER LTD
$351K
BABOEING CO
$340K
CSCOCISCO SYS INC
$339K
JGROJ P MORGAN EXCHANGE TRADED F
$334K
RPVINVESCO EXCHANGE TRADED FD T
$329K
LMTLOCKHEED MARTIN CORP
$328K
QINTAMERICAN CENTY ETF TR
$324K
QUSSPDR SERIES TRUST
$321K
NEENEXTERA ENERGY INC
$320K
VRTVERTIV HOLDINGS CO
$318K
PLTRPALANTIR TECHNOLOGIES INC
$311K
FGDFIRST TR EXCHANGE TRADED FD
$305K
NEMNEWMONT CORP
$305K
IJHISHARES TR
$304K
GLOFISHARES TR
$295K
OSEAHARBOR ETF TRUST
$292K
TMUST-MOBILE US INC
$289K
SPLVINVESCO EXCH TRADED FD TR II
$287K
ESGUISHARES TR
$281K
DONWISDOMTREE TR
$281K
CALFPACER FDS TR
$280K
GWXSPDR INDEX SHS FDS
$277K
AXPAMERICAN EXPRESS CO
$270K
LGHNORTHERN LTS FD TR III
$266K
UAUGINNOVATOR ETFS TRUST
$263K
GNRSPDR INDEX SHS FDS
$261K
PWRQUANTA SVCS INC
$256K
ITOTISHARES TR
$255K
SOFISOFI TECHNOLOGIES INC
$248K
ABNBAIRBNB INC
$244K
ZMARINNOVATOR ETFS TRUST
$243K
APOAPOLLO GLOBAL MGMT INC
$239K
DHRDANAHER CORPORATION
$236K
NJUNINNOVATOR ETFS TRUST
$236K
SPEUSPDR INDEX SHS FDS
$225K
VEEVVEEVA SYS INC
$225K
QDFFLEXSHARES TR
$218K
IBMINTERNATIONAL BUSINESS MACHS
$217K
MAMASTERCARD INCORPORATED
$215K
DISDISNEY WALT CO
$212K
VWOVANGUARD INTL EQUITY INDEX F
$212K
IRINGERSOLL RAND INC
$203K
HONHONEYWELL INTL INC
$200K
DVALFRANKLIN TEMPLETON ETF TR
$156K
EVLVEVOLV TECHNOLOGIES HLDNGS IN
$94K
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