• 13F History

Net Worth Advisory Group

13F Filings History

Latest 13F report
Q1 2025 - Apr 15, 2025
Value $
$318M
Signature - Title
Aryn Sands - Agent
Location
Sandy, UT
Summary
This page shows a list of all the recent 13F filings made by Net Worth Advisory Group. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Net Worth Advisory Group reported 367 stock holdings with total value $318M as of Q1 2025. Top holdings included BNDX, TIP, SHY, IEF, and LQD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 367 $318M +$29.2M -$39.3M -$10M BNDX, TIP, SHY, IEF, LQD 13F-HR 4/15/2025, 05:18 PM
Q4 2024 385 $329M +$17.3M -$17.8M -$515K BNDX, TIP, SHY, IEF, LQD 13F-HR 2/7/2025, 02:10 PM
Q3 2024 386 $337M $0 $0 BNDX, TIP, SHY, IEF, LQD 13F-HR 10/17/2024, 02:42 PM