Top 50 Worth Financial Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 22.75% | 14.9K | $52.1M | -56.60%(-19.48K) | $117.82(+129.27%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 11.42% | 5.5K | $26.1M | -48.04%(-5.09K) | $97.83(+307.91%) | 2026-03-31 | |
| FWD | AB ACTIVE ETFS INC | 10.44% | 9.4K | $23.9M | +41.64%(+2.75K) | $89.68(+52.22%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 8.59% | 2.4K | $19.7M | -18.41%(-546) | $157.71(+32.20%) | 2026-03-31 | |
| CNEQ | THE ALGER ETF TRUST | 6.71% | 33.0K | $15.4M | -15.05%(-5.84K) | $33.69(+15.87%) | 2026-03-31 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 6.57% | 43.4K | $15.0M | -76.53%(-141.68K) | $23.75(+41.26%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 4.17% | 7.8K | $9.5M | -49.38%(-7.59K) | $48.39(+32.52%) | 2026-03-31 | |
| SFLR | INNOVATOR ETFS TRUST | 3.03% | 60.1K | $6.9M | -60.94%(-93.83K) | $32.02(+18.43%) | 2026-03-31 | |
| BUFI | AB ACTIVE ETFS INC | 2.42% | 9.7K | $5.5M | new | $40.25(+4.00%) | 2026-03-31 | |
| FRTY | THE ALGER ETF TRUST | 2.39% | 14.4K | $5.5M | -64.89%(-26.67K) | $18.77(+18.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.83% | +43.62% |
| Top 20 Holdings Unweighted | +12.58% | +42.69% |
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