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Home > Institutional Investor > Worth Financial Advisory Group, Llc > Profile

Instuitional Investor - Worth Financial Advisory Group, Llc

Fund Profile
Filing Period:
Fund Name: Worth Financial Advisory Group, Llc
Portfolio Value $162,495,756
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr
 121,766 $14,025,041 8.63%
2.
Amazon Com Inc
 AMZN 32,122 $7,047,246 4.33%
3.
Apple Inc.
 AAPL 25,217 $6,314,728 3.88%
4.
Microsoft Corp
 MSFT 14,056 $5,924,436 3.64%
5.
Ishares Tr
 118,373 $5,350,460 3.29%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)