Worth Financial Advisory Group, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Charlotte, NC
CIK
0001964358
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 131 125,169 GSLC, MSFT, AAPL, IUSB 13F-HR 1/19/2024 000108514624000353
Q3 2023 123 110,895 GSLC, IUSB, AAPL, MSFT 13F-HR 10/13/2023 000108514623003715
Q2 2023 118 107,790 GSLC, AAPL, IUSB, MSFT 13F-HR 7/28/2023 000108514623002958
Q1 2023 119 104,682 GSLC, IUSB, AAPL, MSFT 13F-HR 4/19/2023 000108514623001766
Q4 2022 106 86,074 GSLC, IUSB, AAPL, QUAL 13F-HR 2/13/2023 000108514623001115