Worth Financial Advisory Group, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 25, 2024), Worth Financial Advisory Group, LLC reported 166 stock positions worth $170.2 million. Its top holding was Goldman Activebeta US LC ETF (GSLC) at 8.3% of the portfolio, followed by Apple (AAPL, 5.4%) and Microsoft (MSFT, 3.8%). Compared with Q2 2024, it opened 23 new positions, sold out of 5, added to 83 and reduced 45. The biggest buy was Apple (AAPL, shares +50%) and the biggest sale Innovator U.S. Equity Ultra (UMAR, shares −43%).

Most Recent 13F
Q2 2026
Location
CHARLOTTE, NC
CIK
0001964358
Portfolio Value
$170.2M (Q3 2024)
SEC Filing
0001085146-24-005130 ↗ filed Oct 25, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $144.4M Q1 2024 Q2 2024: $152.4M Q2 2024 Q3 2024: $170.2M $170.2M Q3 2024 Q4 2024: $162.5M Q4 2024 Q1 2025: $157.4M Q1 2025 Q2 2025: $162.9M Q2 2025 Q3 2025: $178.3M Q3 2025 Q4 2025: $206.5M Q4 2025 Q1 2026: $228.9M Q1 2026 Q2 2026: $240.0M Q2 2026

Holdings 166 stocks · $170.2M
GSLC Goldman Activebeta US LC ETF 8.27% 124,686 $14.1M Reduce -2.5%
AAPL Apple Inc. 5.37% 39,214 $9.1M Add +50.1%
MSFT Microsoft Corp. 3.85% 15,209 $6.5M Add +7.5%
AMZN Amazon.com Inc. 3.57% 32,591 $6.1M Add +2.2%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 3.29% 118,969 $5.6M Add +4.6%
QUAL iShares MSCI USA Quality Fac 2.85% 27,062 $4.9M Reduce -0.5%
JEPI JPMorgan Equity Premium Inco 2.47% 70,635 $4.2M Add +2.1%
JSMD Janus Small Mid Cap GR Alp 2.43% 57,049 $4.1M Add +6.5%
JPM JPMorgan Chase & Co. 2.30% 18,528 $3.9M Reduce -0.6%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 2.20% 139,087 $3.8M Add +3.0%
SPY SS SPDR S&P 500 ETF Trust-US 2.11% 6,266 $3.6M Add +4.1%
SCHD Schwab US DVD Equity ETF 2.10% 42,291 $3.6M Add +1.0%
IVV iShares Core S&P 500 ETF 1.82% 5,371 $3.1M Reduce -0.1%
NVDA Nvidia Corp. 1.59% 22,223 $2.7M Add +4.5%
SPYM Ste STR SPDR PT S&P 500 ETF 1.46% 36,891 $2.5M Add +0.7%
XLSR SS US Sector Rotation 1.46% 47,862 $2.5M Add +6.5%
SPDW Ste STR SPDR PT DW Eu ETF 1.32% 59,624 $2.2M Add +2.0%
PG The Procter & Gamble Co. 1.24% 12,196 $2.1M Reduce -2.0%
AOR iShares Core 60/40 Balanced 1.17% 33,481 $2.0M Reduce -2.9%
UBER Uber Technologies Inc. 1.15% 25,955 $2.0M Add +7.3%
GOOG Alphabet Inc. Class C 1.12% 11,441 $1.9M Reduce -0.8%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.95% 14,376 $1.6M Add +2.0%
UMAR Innovator U.S. Equity Ultra 0.95% 46,475 $1.6M Reduce -42.9%
SPEM State Street SP PTF Em ETF 0.95% 39,063 $1.6M Add +12.6%
SHYG iShares 0-5 YR HY Corp. Bond 0.90% 35,389 $1.5M Add +1.8%
HD Home Depot Inc. 0.89% 3,745 $1.5M Add +6.6%
META Meta Platforms Inc. Class A 0.84% 2,511 $1.4M Add +2.2%
FCX Freeport-McMoran Inc. 0.80% 27,370 $1.4M Add +1.4%
UJAN Innovator U.S. Equity Ultra 0.72% 32,427 $1.2M Reduce -2.0%
TOTL SS Doubleline TR Tact ETF 0.72% 29,567 $1.2M Add +1.4%
IXN iShares Global Tech ETF 0.71% 14,636 $1.2M Add +0.2%
AOA iShares Core 80/20 Aggressiv 0.70% 15,069 $1.2M Reduce -1.0%
VXF Vanguard Extended Market ETF 0.67% 6,299 $1.1M Reduce -0.9%
XOM Exxon Mobil Corp. 0.65% 9,477 $1.1M Add +7.7%
AMGN Amgen Inc. 0.64% 3,376 $1.1M Add +2.9%
SFLR Innovator Eqty MGD Floor ETF 0.64% 34,175 $1.1M New
IYH iShares U.S. Healthcare ETF 0.63% 16,551 $1.1M Add +0.3%
IAU iShares Gold Trust 0.62% 21,209 $1.1M Reduce -1.9%
ORCL Oracle Corp. 0.61% 6,141 $1.0M Add +2.0%
V Visa Inc. Class A 0.59% 3,633 $999K Add +2.0%
SPSM SS SPDR P S&P 600 Small Cap 0.58% 21,656 $986K Add +2.4%
GDIV Harbor Dividend Growth Leade 0.57% 62,899 $971K Add +6.2%
GSUS Goldman Sachs Marketbeta US 0.57% 12,301 $969K Add +6.8%
AMAT Applied Materials Inc. 0.56% 4,734 $957K Reduce -6.0%
FMB First Trust Managed Municipa 0.56% 18,181 $945K Reduce -1.3%
UJUN Innovator U.S. Equity Ultra 0.54% 27,675 $920K Reduce -1.9%
CAT Caterpillar Inc. 0.53% 2,321 $908K Add +1.6%
SPMD SS SPDR P S&P 400 Midcap ETF 0.53% 16,452 $900K Add +8.9%
BX Blackstone Inc. 0.52% 5,805 $889K Add +8.2%
SCHZ Schwab US Aggregate Bond ETF 0.50% 17,839 $848K Add +10.3%
ETN Eaton Corp. PLC 0.49% 2,522 $836K Add +33.4%
URI United Rentals Inc. 0.48% 1,000 $810K Add +0.6%
EMB iShares JP Morgan Usd Emergi 0.46% 8,411 $787K Add +1.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.46% 19,523 $775K Reduce -1.1%
CB Chubb Ltd. 0.44% 2,591 $747K Add +6.4%
XLI SS Industrial Select Sector 0.44% 5,489 $743K Add +1.5%
ABT Abbott Laboratories 0.43% 6,389 $728K Add +6.0%
XLF SS Financial Select Sector 0.43% 15,990 $725K Add +2.9%
PSX Phillips 66 0.42% 5,434 $714K Add +1.4%
XLE SS Energy Select Sector 0.42% 8,066 $708K Add +1.9%
LOW Lowe's Cos Inc. 0.41% 2,589 $701K Reduce -2.3%
WMT Walmart Inc. 0.41% 8,626 $697K Reduce -4.2%
XLK SS Technology Select Sector 0.41% 3,068 $693K Add +0.5%
EQIX Equinix Inc. 0.41% 778 $691K Add +14.1%
CRM Salesforce Inc. 0.39% 2,438 $667K Add +3.2%
ABBV Abbvie Inc. 0.38% 3,280 $648K Add +4.9%
LLY Eli Lilly & Co. 0.37% 710 $629K New
ABNB Airbnb Inc. Class A 0.35% 4,742 $601K Add +10.8%
VIG Vanguard Dividend Apprec ETF 0.35% 3,016 $597K Reduce -4.5%
IUSG iShares Core S&P U.S. Growth 0.34% 4,365 $576K No change
PANW Palo Alto Networks Inc. 0.33% 1,649 $564K Reduce -3.5%
GOOGL Alphabet Inc. Class A 0.32% 3,306 $548K Reduce -4.9%
SPAB SS SPDR P Agg Bond ETF 0.32% 20,823 $544K Add +44.5%
GSIE Goldman Sachs Activebeta Int 0.32% 14,933 $540K No change
NOW ServiceNow Inc. 0.32% 601 $538K Add +9.9%
FISR SS Fi Sector Rotation 0.31% 20,052 $533K Add +40.3%
GEM Goldman Sachs Activebeta Em 0.30% 14,621 $513K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.30% 12,194 $512K Add +10.8%
IVW iShares S&P 500 Growth ETF 0.29% 5,234 $501K Reduce -14.2%
UAPR Innovator U.S. Equity Ultra 0.29% 16,582 $501K Reduce -32.5%
RTX RTX Corp. 0.29% 4,113 $498K Add +1.8%
BIL SS SPDR BB 1-3M T-Bill ETF 0.29% 5,412 $497K Add +1.1%
QQH HCM Defender 100 Index ETF 0.28% 7,613 $480K New
LGH HCM Defender 500 Index ETF 0.27% 9,185 $466K New
VALQ American Century US Quality 0.27% 7,473 $464K Add +3.0%
IQLT iShares MSCI International Q 0.27% 11,188 $464K Reduce -0.6%
IVE iShares S&P 500 Value ETF 0.27% 2,342 $462K Reduce -15.2%
UJUL Innovator U.S. Equity Ultra 0.27% 13,510 $458K New
FNDX Schwab Fndmntl US LRG Co. ETF 0.27% 6,373 $457K Add +23.4%
AXP American Express Co. 0.26% 1,643 $446K Reduce -1.9%
QFLR Innovator Nasdaq-100 MF ETF 0.26% 16,020 $442K Reduce -16.8%
SRLN SS Blackstone Sr Loan ETF 0.26% 10,506 $439K Add +7.4%
JPIN JPM Diversified Ret Intl Eq filed as J P MORGAN EXCHANGE TRADED F 0.25% 7,221 $434K Add +1.9%
JAVA JPMorgan Active Value ETF 0.25% 6,692 $429K Add +91.2%
UNH Unitedhealth Group Inc. 0.25% 728 $426K Reduce -1.1%
NFLX Netflix Inc. 0.25% 594 $421K Add +31.4%
GWX State Street SPDR S&P Intern 0.25% 12,290 $419K Add +8.5%
ISEP Innovator Intl Dev Eq Power 0.25% 14,440 $418K New
BRK.B Berkshire Hathaway Inc. Class B 0.24% 897 $413K Add +9.9%
CVX Chevron Corp. 0.24% 2,785 $410K Add +2.2%
PJUN Innovator U.S. Equity Power 0.24% 10,875 $401K No change
CVS CVS Health Corp. 0.23% 6,318 $397K Reduce -46.1%
UAUG Innovator U.S. Equity Ultra 0.23% 11,235 $394K New
FXL First Trust Technology Alpha 0.23% 2,799 $388K No change
GNR State Street SPDR S&P Global 0.22% 6,353 $366K Reduce -3.5%
DE Deere & Co. 0.21% 871 $363K Reduce -22.0%
GLD SPDR Gold Shares 0.21% 1,492 $363K Reduce -0.4%
IGF iShares Global Infrastructur 0.20% 6,217 $338K Add +26.8%
SCHX Schwab US Large-Cap ETF 0.20% 4,925 $334K Add +22.7%
IYLD iShares Morningstar Multi-As 0.20% 16,140 $333K Reduce -4.9%
QDF NT Qual Div ETF 0.20% 4,635 $332K No change
ESGU iShares ESG Aware MSCI USA 0.19% 2,600 $328K No change
COST Costco Wholesale Corp. 0.19% 367 $325K Add +48.6%
JNK SS SPDR BB High Yield Bond 0.19% 3,230 $316K Add +8.0%
CSCO Cisco Systems Inc. 0.19% 5,930 $316K Add +8.3%
RPV Invesco S&P 500 Pure Value E 0.18% 3,508 $312K Reduce -0.3%
QUS SS SPDR MSCI U Stratfact ETF 0.18% 1,968 $310K Reduce -10.6%
PEP Pepsico Inc. 0.18% 1,813 $308K Add +1.2%
IJH iShares Core S&P Midcap ETF 0.18% 4,925 $307K Reduce -10.4%
ITOT iShares Core S&P Total U.S. 0.18% 2,399 $301K No change
SPLV Invesco S&P 500 Low Volatili 0.18% 4,194 $301K No change
AOM iShares Core 40/60 Moderate 0.18% 6,656 $300K Add +35.1%
QINT American Century QLTY Diver 0.17% 5,739 $297K No change
JGRO JPMorgan Active Growth ETF 0.17% 3,822 $294K Add +5.3%
FDX FedEx Corp. 0.17% 1,066 $292K Add +1.2%
TMO Thermo Fisher Scientific Inc. 0.17% 467 $289K Reduce -14.2%
SCHO Schwab Short-Term US Treas 0.17% 5,839 $286K Add +3.7%
GLOF iShares Global Equity Factor 0.17% 6,384 $286K No change
AMD Advanced Micro Devices 0.17% 1,723 $283K Add +6.0%
USMV iShares MSCI USA Min Vol Fac 0.17% 3,077 $281K Add +0.4%
FGD First Trust DJ GL Sel DVD 0.16% 11,496 $280K Add +12.4%
NEM Newmont Corp. 0.16% 5,207 $278K No change
CARR Carrier Global Corp. 0.16% 3,427 $276K Reduce -1.1%
IJUN Innov Intl Dev PB ETF - June 0.16% 10,545 $276K Add +6.5%
DHR Danaher Corp. 0.16% 978 $272K New
HAL Halliburton Co. 0.16% 9,232 $268K Reduce -7.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.16% 2,787 $268K Reduce -16.2%
TSLA Tesla Inc. 0.16% 1,020 $267K New
NKE Nike Inc. Class B 0.16% 3,006 $266K Reduce -6.3%
MAR Marriott International Class A 0.16% 1,063 $264K New
LMT Lockheed Martin Corp. 0.15% 451 $264K Add +4.6%
BINC iShares Flex I A ETF-Usd Inc. 0.15% 4,907 $263K New
DON Wisdomtree US Midcap Dividen 0.15% 5,027 $257K Add +0.1%
FALN iShares Fallen Angels ETF 0.15% 9,255 $253K No change
FRTY Alger Mid Cap 40 ETF 0.15% 14,769 $253K New
PWR Quanta Services Inc. 0.15% 840 $250K New
CALF PCR US SM CP CSH CWS ETF-Usd 0.14% 5,276 $245K New
SPYG SS SPDR P S&P 500 Growth ETF 0.14% 2,902 $241K New
USEP Innovator U.S. Equity Ultra 0.14% 6,910 $240K New
AVGO Broadcom Inc. 0.14% 1,385 $239K New
TMUS T-Mobile US Inc. 0.14% 1,123 $232K New
COP Conocophillips 0.13% 2,170 $228K Add +2.2%
NJUN Innovator G-100 P B ETF - Ju 0.13% 8,375 $221K No change
MLI Mueller Industries Inc. 0.13% 2,980 $221K Reduce -21.6%
VWO Vanguard Ftse Emerging Marke 0.13% 4,613 $221K Add +0.2%
DVY iShares Select Dividend ETF 0.13% 1,609 $217K New
ESGE iShares Inc. iShares ESG Awar 0.13% 5,919 $216K Reduce -11.1%
WINN Harbor Long-Term Growers ETF 0.12% 8,302 $213K New
CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET 0.12% 6,089 $209K New
FXR First Trust Indst/Producers 0.12% 2,678 $203K New
NEE Nextera Energy Inc. 0.12% 2,378 $201K New
MRK Merck & Co. Inc. 0.12% 1,767 $201K Add +5.4%
DVAL Brandywineglobal DYN US LCV 0.09% 11,000 $156K Reduce -30.6%
SOFI Sofi Technologies Inc. 0.06% 13,760 $108K Add +2.6%
BCX BlackRock Resources & Commod 0.06% 10,355 $99K Reduce -10.4%
EVLV Evolv Technologies Holdings 0.04% 15,000 $61K No change

Portfolio Sells Q2 2024 → Q3 2024
UMAR Innovator U.S. Equity Ultra Reduce -42.9% 0.95% −0.85
GSLC Goldman Activebeta US LC ETF Reduce -2.5% 8.27% −0.70
CRWD CrowdStrike Holdings Inc. Class A Sold out 0.00% −0.32
PSEP Innovator U.S. Equity Power Sold out 0.00% −0.29
GOOG Alphabet Inc. Class C Reduce -0.8% 1.12% −0.26
IAPR Innovator International Deve Sold out 0.00% −0.25
CVS CVS Health Corp. Reduce -46.1% 0.23% −0.22
AMAT Applied Materials Inc. Reduce -6.0% 0.56% −0.22
QUAL iShares MSCI USA Quality Fac Reduce -0.5% 2.85% −0.20
JPM JPMorgan Chase & Co. Reduce -0.6% 2.30% −0.18
UAPR Innovator U.S. Equity Ultra Reduce -32.5% 0.29% −0.17
SUB iShares Short-Term National Sold out 0.00% −0.17
PJUL Innovator U.S. Equity Power Sold out 0.00% −0.14
IVV iShares Core S&P 500 ETF Reduce -0.1% 1.82% −0.11
AOR iShares Core 60/40 Balanced Reduce -2.9% 1.17% −0.11
PG The Procter & Gamble Co. Reduce -2.0% 1.24% −0.11
GOOGL Alphabet Inc. Class A Reduce -4.9% 0.32% −0.09
QFLR Innovator Nasdaq-100 MF ETF Reduce -16.8% 0.26% −0.09
UJAN Innovator U.S. Equity Ultra Reduce -2.0% 0.72% −0.08
IVW iShares S&P 500 Growth ETF Reduce -14.2% 0.29% −0.08
HAL Halliburton Co. Reduce -7.4% 0.16% −0.06
FMB First Trust Managed Municipa Reduce -1.3% 0.56% −0.06
DE Deere & Co. Reduce -22.0% 0.21% −0.06
BAC Bank of America Corp. Reduce -1.1% 0.46% −0.06
DIS The Walt Disney Co. Reduce -16.2% 0.16% −0.06
IVE iShares S&P 500 Value ETF Reduce -15.2% 0.27% −0.06
UJUN Innovator U.S. Equity Ultra Reduce -1.9% 0.54% −0.05
PANW Palo Alto Networks Inc. Reduce -3.5% 0.33% −0.05
AOA iShares Core 80/20 Aggressiv Reduce -1.0% 0.70% −0.05
DVAL Brandywineglobal DYN US LCV Reduce -30.6% 0.09% −0.04
IJH iShares Core S&P Midcap ETF Reduce -10.4% 0.18% −0.03
QUS SS SPDR MSCI U Stratfact ETF Reduce -10.6% 0.18% −0.03
VXF Vanguard Extended Market ETF Reduce -0.9% 0.67% −0.03
TMO Thermo Fisher Scientific Inc. Reduce -14.2% 0.17% −0.03
VIG Vanguard Dividend Apprec ETF Reduce -4.5% 0.35% −0.03
GNR State Street SPDR S&P Global Reduce -3.5% 0.22% −0.03
IYLD iShares Morningstar Multi-As Reduce -4.9% 0.20% −0.03
ESGE iShares Inc. iShares ESG Awar Reduce -11.1% 0.13% −0.02
IQLT iShares MSCI International Q Reduce -0.6% 0.27% −0.02
MLI Mueller Industries Inc. Reduce -21.6% 0.13% −0.01
BCX BlackRock Resources & Commod Reduce -10.4% 0.06% −0.01
RPV Invesco S&P 500 Pure Value E Reduce -0.3% 0.18% −0.01
IAU iShares Gold Trust Reduce -1.9% 0.62% −0.00
NKE Nike Inc. Class B Reduce -6.3% 0.16% −0.00
GLD SPDR Gold Shares Reduce -0.4% 0.21% +0.00
UNH Unitedhealth Group Inc. Reduce -1.1% 0.25% +0.00
AXP American Express Co. Reduce -1.9% 0.26% +0.01
WMT Walmart Inc. Reduce -4.2% 0.41% +0.01
CARR Carrier Global Corp. Reduce -1.1% 0.16% +0.02
LOW Lowe's Cos Inc. Reduce -2.3% 0.41% +0.03

Portfolio Buys Q2 2024 → Q3 2024
AAPL Apple Inc. Add +50.1% 5.37% +1.76
SFLR Innovator Eqty MGD Floor ETF New 0.64% +0.64
LLY Eli Lilly & Co. New 0.37% +0.37
QQH HCM Defender 100 Index ETF New 0.28% +0.28
LGH HCM Defender 500 Index ETF New 0.27% +0.27
UJUL Innovator U.S. Equity Ultra New 0.27% +0.27
ISEP Innovator Intl Dev Eq Power New 0.25% +0.25
UAUG Innovator U.S. Equity Ultra New 0.23% +0.23
DHR Danaher Corp. New 0.16% +0.16
TSLA Tesla Inc. New 0.16% +0.16
MAR Marriott International Class A New 0.16% +0.16
BINC iShares Flex I A ETF-Usd Inc. New 0.15% +0.15
FRTY Alger Mid Cap 40 ETF New 0.15% +0.15
PWR Quanta Services Inc. New 0.15% +0.15
CALF PCR US SM CP CSH CWS ETF-Usd New 0.14% +0.14
SPYG SS SPDR P S&P 500 Growth ETF New 0.14% +0.14
USEP Innovator U.S. Equity Ultra New 0.14% +0.14
AVGO Broadcom Inc. New 0.14% +0.14
TMUS T-Mobile US Inc. New 0.14% +0.14
DVY iShares Select Dividend ETF New 0.13% +0.13
WINN Harbor Long-Term Growers ETF New 0.12% +0.12
CGUS Cap Group Core Equity New 0.12% +0.12
FXR First Trust Indst/Producers New 0.12% +0.12
NEE Nextera Energy Inc. New 0.12% +0.12
JAVA JPMorgan Active Value ETF Add +91.2% 0.25% +0.12
ETN Eaton Corp. PLC Add +33.4% 0.49% +0.10
HD Home Depot Inc. Add +6.6% 0.89% +0.10
JSMD Janus Small Mid Cap GR Alp Add +6.5% 2.43% +0.10
SPEM State Street SP PTF Em ETF Add +12.6% 0.95% +0.09
BX Blackstone Inc. Add +8.2% 0.52% +0.09
SPAB SS SPDR P Agg Bond ETF Add +44.5% 0.32% +0.08
FISR SS Fi Sector Rotation Add +40.3% 0.31% +0.07
EQIX Equinix Inc. Add +14.1% 0.41% +0.07
ORCL Oracle Corp. Add +2.0% 0.61% +0.06
URI United Rentals Inc. Add +0.6% 0.48% +0.05
COST Costco Wholesale Corp. Add +48.6% 0.19% +0.05
NFLX Netflix Inc. Add +31.4% 0.25% +0.05
IGF iShares Global Infrastructur Add +26.8% 0.20% +0.04
FNDX Schwab Fndmntl US LRG Co. ETF Add +23.4% 0.27% +0.04
AOM iShares Core 40/60 Moderate Add +35.1% 0.18% +0.04
CAT Caterpillar Inc. Add +1.6% 0.53% +0.03
NOW ServiceNow Inc. Add +9.9% 0.32% +0.03
META Meta Platforms Inc. Class A Add +2.2% 0.84% +0.03
CB Chubb Ltd. Add +6.4% 0.44% +0.03
ABBV Abbvie Inc. Add +4.9% 0.38% +0.03
SCHX Schwab US Large-Cap ETF Add +22.7% 0.20% +0.03
RTX RTX Corp. Add +1.8% 0.29% +0.03
BRK.B Berkshire Hathaway Inc. Class B Add +9.9% 0.24% +0.02
LMT Lockheed Martin Corp. Add +4.6% 0.15% +0.02
SPMD SS SPDR P S&P 400 Midcap ETF Add +8.9% 0.53% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 202$240.0MGSLC, AAPL, AMZN, CGXU, NVDA
Q1 2026 50$228.9MAMZN, GOOG, FWD, ABBV, CNEQ
Q4 2025 180$206.5MGSLC, AMZN, MSFT, AAPL, SFLR
Q3 2025 151$178.3MGSLC, MSFT, AMZN, AAPL, SFLR
Q2 2025 147$162.9MGSLC, MSFT, AMZN, AAPL, JPM
Q1 2025 156$157.4MGSLC, AMZN, AAPL, MSFT, IUSB
Q4 2024 156$162.5MGSLC, AMZN, AAPL, MSFT, IUSB
Q3 2024 166$170.2MGSLC, AAPL, MSFT, AMZN, IUSB
Q2 2024 148$152.4MGSLC, MSFT, AMZN, AAPL, IUSB
Q1 2024 138$144.4MGSLC, MSFT, AMZN, IUSB, AAPL