WORTH FINANCIAL ADVISORY GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMZN | 33K | $7.27M |
 | UBER | 29K | $2.83M |
 | NVDA | 28K | $5.18M |
 | AAPL | 26K | $6.72M |
 | JPM | 17K | $5.39M |
 | BAC | 17K | $876.85K |
 | FCX | 16K | $644.51K |
 | MSFT | 15K | $7.83M |
 | EVLV | 15K | $113.25K |
 | WMT | 14K | $1.42M |
 | SOFI | 14K | $357.33K |
 | XOM | 12K | $1.30M |
 | GOOG | 11K | $2.59M |
 | SLB | 9K | $325.69K |
 | AVGO | 9K | $2.90M |
 | MDT | 8K | $746.40K |
 | CVS | 7K | $499.46K |
 | NEE | 6K | $478.41K |
 | SO | 6K | $583.25K |
 | PANW | 6K | $1.17M |
Amazon.com, Inc.
AMZN
Shares Held
33K
Value
$7.27M
Uber Technologies, Inc.
UBER
Shares Held
29K
Value
$2.83M
NVIDIA Corporation
NVDA
Shares Held
28K
Value
$5.18M
Apple Inc.
AAPL
Shares Held
26K
Value
$6.72M
JPMorgan Chase & Co.
JPM
Shares Held
17K
Value
$5.39M
Bank of America Corporation
BAC
Shares Held
17K
Value
$876.85K
Freeport-McMoRan Inc.
FCX
Shares Held
16K
Value
$644.51K
Microsoft Corporation
MSFT
Shares Held
15K
Value
$7.83M
Evolv Technologies Holdings, Inc.
EVLV
Shares Held
15K
Value
$113.25K
Walmart Inc.
WMT
Shares Held
14K
Value
$1.42M
SoFi Technologies, Inc.
SOFI
Shares Held
14K
Value
$357.33K
Exxon Mobil Corporation
XOM
Shares Held
12K
Value
$1.30M
Alphabet Inc.
GOOG
Shares Held
11K
Value
$2.59M
SLB N.V.
SLB
Shares Held
9K
Value
$325.69K
Broadcom Inc.
AVGO
Shares Held
9K
Value
$2.90M
Medtronic plc
MDT
Shares Held
8K
Value
$746.40K
CVS Health Corporation
CVS
Shares Held
7K
Value
$499.46K
NextEra Energy, Inc.
NEE
Shares Held
6K
Value
$478.41K
The Southern Company
SO
Shares Held
6K
Value
$583.25K
Palo Alto Networks, Inc.
PANW
Shares Held
6K
Value
$1.17M