Worth Financial Advisory Group, LLC
Worth Financial Advisory Group, LLC is an independent registered investment adviser headquartered in Charlotte, NC. The firm was founded to provide holistic wealth management and financial planning services to individuals, families, business owners, and institutional clients. Employing a team of 15 experienced professionals, Worth Advisors specializes in advanced financial planning and investment management tailored to each client’s needs, with a focus on fiduciary responsibility and acting in the client's best interest.
Investment Strategy
Worth Financial Advisory Group, LLC crafts advanced financial plans and provides investment management services with a fiduciary-first approach. The firm serves primarily individuals (including high net worth), and pension/profit sharing plans, using a discretionary management style. Their investment philosophy is centered on building diversified portfolios, managing risk, and tailoring strategies to each client, combined with personalized financial plans that address unique goals for accumulation, preservation, and legacy planning.
Top Holdings
Equity Positions (147)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GSLC | GOLDMAN SACHS ETF TR | 8.62% | $15.4M | 117,925 | $78.17 | $130.28 | +$1.2M |
M MSFT | MICROSOFT CORP | 4.39% | $7.8M | 15,111 | $290.53 | $517.95 | +$251.1K |
A AMZN | AMAZON COM INC | 4.08% | $7.3M | 33,094 | $106.86 | $219.57 | -$2.8K |
A AAPL | APPLE INC | 3.77% | $6.7M | 26,403 | $169.58 | $254.63 | +$1.2M |
S SFLR | INNOVATOR ETFS TRUST | 3.32% | $5.9M | 164,479 | $32.67 | $36.03 | +$1.2M |