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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 $125,169,996
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr
 125,441 $11,767,637 9.4%
2.
Microsoft Corp
 MSFT 12,788 $4,808,729 3.84%
3.
Apple Inc.
 AAPL 24,946 $4,802,855 3.83%
4.
Ishares Tr
 103,342 $4,760,966 3.8%
5.
Amazon Com Inc
 AMZN 29,253 $4,444,701 3.55%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)