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  Name: Worth Financial Advisory Group LLC
  City: CHARLOTTE
  State: NC
  Zip: 28217
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $144,356,000
  Total Value Change : $19,192,000
  Securities Held Change : 7
   
All Securities Held : 138
  New Positions : 15
  Closed Positions : 8
  Increased Positions : 75
  Unchanged Positions : 15
  Decreased Positions : 33

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Holdings Found : 15     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (UMAR)1 Year Chart         UMAR Innovator S&p 500 Ultra Buf... 14 New $0.00 $2,656,000 81,315 1.84% 2,656,000 81,315 0.904    N/A
   (UJAN)1 Year Chart         UJAN Innovator S&p 500 Ultra Buf... 28 New $0.00 $1,195,000 33,097 0.83% 1,195,000 33,097 0.1    N/A
   (AXP)1 Year Chart         AXP American Express Co 68 New $242.82 $573,000 2,515 0.4% 573,000 2,515 0    Credit Services
   (UNP)1 Year Chart         UNP Union Pacific Corp 69 New $244.97 $567,000 2,305 0.39% 567,000 2,305 0    Railroads
   (QFLR)1 Year Chart         QFLR Innovator Nasdaq-100 Manage... 76 New $0.00 $502,000 19,250 0.35% 502,000 19,250 0.214    N/A
   (SCHZ)1 Year Chart         SCHZ Schwab Us Aggregate Bond 77 New $45.45 $489,000 10,620 0.34% 489,000 10,620 0.007    N/A
   (COP)1 Year Chart         COP ConocoPhillips 104 New $121.71 $310,000 2,433 0.21% 310,000 2,433 0    Integrated Oil & Gas
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 116 New $223.66 $272,000 1,323 0.19% 272,000 1,323 0    Closed - End Fund - E...
   (FNDX)1 Year Chart         FNDX Schwab Fundamental US Large... 124 New $67.48 $239,000 3,550 0.17% 239,000 3,550 0    N/A
   (JNK)1 Year Chart         JNK Spdr Lehman Hyb Etf 126 New $94.49 $221,000 2,322 0.15% 221,000 2,322 0.024    Closed - End Fund - E...
   (JAVA)1 Year Chart         JAVA Jpmorgan Active Value Etf 131 New $60.48 $210,000 3,500 0.15% 210,000 3,500 0    N/A
   (DVY)1 Year Chart         DVY iShares Dow Select Div 130 New $125.75 $210,000 1,708 0.15% 210,000 1,708 0.005    Closed - End Fund - E...
   (MLI)1 Year Chart         MLI Mueller Industries Inc 132 New $57.51 $209,000 3,875 0.14% 209,000 3,875 0.003    Metal Fabrication
   (JGRO)1 Year Chart         JGRO Jpmorgan Active Growth Etf 133 New $0.00 $207,000 2,942 0.14% 207,000 2,942 0.003    N/A
   (AOM)1 Year Chart         AOM iShares Trust 134 New $42.77 $205,000 4,789 0.14% 205,000 4,789 0.015    Closed - End Fund - Debt
      15 Records Found
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