Net Worth Advisory Group
Top Portfolio Positions
343 positions ·
$241,784,064 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
57,858 | $14,683,781 | 6.07% | |
| NVDA |
Nvidia Corp
Technology
|
41,006 | $7,151,446 | 2.96% | |
| MSFT |
Microsoft Corp
Technology
|
14,910 | $5,519,234 | 2.28% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
14,614 | $4,202,401 | 1.74% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
17,776 | $3,702,207 | 1.53% | |
| GLD |
Spdr Gold Trust
|
8,116 | $3,492,233 | 1.44% | |
| JNJ |
Johnson & Johnson
Healthcare
|
14,012 | $3,425,093 | 1.42% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
8,903 | $3,309,690 | 1.37% | |
| META |
Meta Platforms, Inc.
Communication Services
|
5,304 | $3,034,577 | 1.26% | |
| AMAT |
Applied Materials Inc /De
Technology
|
8,590 | $2,935,976 | 1.21% |
Portfolio Trend
7 quarters · across all stocks
Holdings in STGW
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $277,728 | 44,154 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $244,255 | 49,950 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $289,336 | 51,392 | Shares | Sole | 2025-10-15 | |
| No 13F history on record for this holder in this stock. | ||||||