Worth Financial Advisory Group, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 26, 2024
Value $
$152M
Signature - Title
Glen Wright - Chief Executive Officer
Location
2020 S.Tryon Street, Suite 2 B, Charlotte, North Carolina
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 148 $152M +$19.3M -$12M +$7.34M GSLC, MSFT, AMZN, AAPL, IUSB 13F-HR 7/26/2024, 05:02 PM
Q1 2024 138 $144M +$18.3M -$7.64M +$10.6M GSLC, MSFT, AMZN, IUSB, AAPL 13F-HR 4/30/2024, 03:11 PM
Q4 2023 131 $125M +$5.23M -$1.8M +$3.43M GSLC, MSFT, AAPL, IUSB, AMZN 13F-HR 1/19/2024, 04:39 PM
Q3 2023 123 $111M +$9.74M -$3.58M +$6.17M GSLC, IUSB, AAPL, MSFT, AMZN 13F-HR 10/13/2023, 10:25 AM
Q2 2023 118 $108M +$4.5M -$7.5M -$3M GSLC, AAPL, IUSB, MSFT, AMZN 13F-HR 7/28/2023, 02:08 PM
Q1 2023 119 $105M +$23.3M -$9.45M +$13.9M GSLC, IUSB, AAPL, MSFT, QUAL 13F-HR 4/19/2023, 08:06 PM
Q4 2022 106 $86.1M $0 $0 GSLC, IUSB, AAPL, QUAL, MSFT 13F-HR 2/13/2023, 04:26 PM