Back to Net Worth Advisory Group

Net Worth Advisory Group

All holdings · as of Dec 31, 2025

441 positions

CompanyClassValueShares% of portfolio
ALLSTATE CORP$905.9K4,3520.2%
The Boeing Company$893.1K4,1140.2%
PROCTER & GAMBLE Co$884.6K6,1730.2%
SHELL PLC$883.7K12,0270.2%
W. R. Berkley Corporation$879.3K12,5400.2%
Quest Diagnostics Inc$877.1K5,0550.2%
ANALOG DEVICES INC$876.9K3,2330.2%
The PNC Financial Services Group, Inc.$867.9K4,1580.2%
Teledyne Technologies Inc$866.0K1,6960.2%
CASEYS GENERAL STORES INC$861.5K1,5590.2%
Walt Disney Co$856.2K7,5250.2%
FedEx Corp$853.7K2,9550.2%
BERKSHIRE HATHAWAY INC DEL$850.6K10.2%
Union Pacific Corp$846.3K3,6580.2%
AMERICAN INTERNATIONAL GROUP, INC.$844.7K9,8730.2%
ISHARES INC$843.1K12,5430.2%
SCHWAB STRATEGIC TR$840.9K33,5300.2%
RENAISSANCERE HOLDINGS LTD$832.1K2,9590.2%
AMGEN INC$830.6K2,5380.2%
PFIZER INC$830.2K33,3430.2%
Voya Financial, Inc.$829.9K11,1420.2%
UBS GROUP AG$828.7K17,8950.2%
VANGUARD INDEX FDS$827.1K2,7380.2%
DANAHER CORP /DE$827.0K3,6130.2%
Snap-on Inc$826.9K2,4000.2%
ISHARES TR$822.1K1,7370.2%
SCHWAB CHARLES CORP$817.3K8,1810.2%
ARROW ELECTRONICS, INC.$816.7K7,4130.2%
Intercontinental Exchange, Inc.$816.0K5,0380.2%
RAYMOND JAMES FINANCIAL INC$810.9K5,0490.2%
OCCIDENTAL PETROLEUM CORP /DE$807.8K19,6450.2%
United Parcel Service Inc$800.7K8,0730.2%
CME Group Inc$797.2K2,9190.2%
CVS HEALTH Corp$792.4K9,9850.2%
Chubb Ltd$788.6K2,5260.2%
Parker-Hannifin Corp$781.2K8890.2%
MARSH & MCLENNAN COMPANIES, INC.$778.3K4,1950.2%
Motorola Solutions, Inc.$771.6K2,0130.2%
ISHARES GOLD TR$770.9K9,4970.2%
ISHARES TR$770.0K7,1890.2%
HCA Healthcare, Inc.$765.4K1,6390.2%
VANGUARD INTL EQUITY INDEX F$764.3K14,2180.2%
Medtronic plc$763.1K7,9440.2%
Booking Holdings Inc$762.5K1420.2%
INVESCO EXCH TRADED FD TR II$756.6K29,3160.2%
VANGUARD MUN BD FDS$741.9K14,7520.2%
AMETEK Inc$741.2K3,6100.1%
ISHARES TR$740.9K7,6950.1%
Becton Dickinson & Co$739.7K3,8120.1%
RELIANCE, INC.$738.5K2,5560.1%
← PrevPage 3 of 9Next →