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Home > Institutional Investor > Worth Financial Advisory Group, Llc > 13F Holdings

Instuitional Investor - Worth Financial Advisory Group, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr
 116,477 $14,137,939 8.68%
2.
Microsoft Corp
 MSFT 15,230 $7,575,715 4.65%
3.
Amazon Com Inc
 AMZN 33,134 $7,269,268 4.46%
4.
Apple Inc.
 AAPL 26,692 $5,476,352 3.36%
5.
Jpmorgan Chase & Co
 JPM 17,488 $5,070,055 3.11%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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