High Net Worth Advisory Group
Latest statistics and disclosures from High Net Worth Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VIG, AGG, VYM, AAPL, and represent 21.19% of High Net Worth Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: SPY, VIG, IJH, JEPI, VYM, JEPQ, RYLD, WMT, VTV, VUG.
- Started 23 new stock positions in MINO, CALF, SSD, PLTR, NOC, CVS, VBR, NUV, IWD, DIVO. VB, MPC, ACP, IVV, VTV, AVGO, APH, SPYI, CAH, AMD, USA, OKTA, CEG.
- Reduced shares in these 10 stocks: TXN, TSLA, OXY, , , PEP, USMV, WMB, NEE, TJX.
- Sold out of its positions in CMCSA, OXY, CRM, TXN.
- High Net Worth Advisory Group was a net buyer of stock by $29M.
- High Net Worth Advisory Group has $318M in assets under management (AUM), dropping by 17.97%.
- Central Index Key (CIK): 0001919142
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Portfolio Holdings for High Net Worth Advisory Group
High Net Worth Advisory Group holds 215 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.3 | $20M | 42k | 480.74 |
|
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| Vanguard Specialized Funds Div App Etf (VIG) | 4.3 | $14M | +15% | 75k | 182.63 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 3.7 | $12M | +2% | 120k | 97.94 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 3.5 | $11M | +14% | 91k | 121.00 |
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| Apple (AAPL) | 3.4 | $11M | +2% | 63k | 171.49 |
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| NVIDIA Corporation (NVDA) | 3.3 | $11M | 12k | 903.56 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 2.8 | $8.8M | +19% | 152k | 57.86 |
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| Abbvie (ABBV) | 2.7 | $8.5M | +5% | 47k | 182.10 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 2.1 | $6.6M | -2% | 79k | 83.58 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $5.7M | +98% | 11k | 523.07 |
|
| Microsoft Corporation (MSFT) | 1.7 | $5.5M | +9% | 13k | 420.75 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.7 | $5.5M | +11% | 68k | 80.64 |
|
| Pepsi (PEP) | 1.7 | $5.3M | -3% | 30k | 175.01 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 1.6 | $5.0M | 195k | 25.69 |
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| Amazon (AMZN) | 1.5 | $4.9M | +9% | 27k | 180.38 |
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| Amgen (AMGN) | 1.5 | $4.8M | +7% | 17k | 284.33 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 1.4 | $4.5M | +30% | 84k | 54.24 |
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| Abbott Laboratories (ABT) | 1.4 | $4.4M | 38k | 113.66 |
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| Hubspot (HUBS) | 1.3 | $4.2M | 6.7k | 626.56 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.3 | $4.2M | 56k | 74.22 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 1.3 | $4.0M | +22% | 49k | 81.53 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.2 | $4.0M | +26% | 12k | 344.30 |
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| Eli Lilly & Co. (LLY) | 1.2 | $3.8M | 4.9k | 778.02 |
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| Home Depot (HD) | 1.2 | $3.8M | +16% | 9.9k | 383.60 |
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| Exxon Mobil Corporation (XOM) | 1.1 | $3.5M | +3% | 30k | 116.24 |
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| Ishares Tr Select Divid Etf (DVY) | 0.9 | $2.9M | +3% | 24k | 123.19 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.9 | $2.9M | +4% | 48k | 60.42 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.9 | $2.9M | +11% | 42k | 68.80 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $2.5M | 13k | 200.32 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.8 | $2.5M | +5% | 37k | 65.87 |
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| Costco Wholesale Corporation (COST) | 0.7 | $2.3M | +2% | 3.2k | 732.63 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.7 | $2.3M | 21k | 110.22 |
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| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.7 | $2.3M | 102k | 22.41 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $2.2M | 8.9k | 249.91 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $2.2M | +409% | 37k | 60.74 |
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| Nuveen Mun High Income Opp F (NMZ) | 0.7 | $2.2M | +14% | 210k | 10.56 |
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| Merck & Co (MRK) | 0.7 | $2.2M | 16k | 131.95 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.7 | $2.1M | +6% | 36k | 58.11 |
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| Chevron Corporation (CVX) | 0.6 | $1.9M | +22% | 12k | 157.74 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.9M | +56% | 7.4k | 260.05 |
|
| Global X Fds Russell 2000 (RYLD) | 0.6 | $1.9M | +107% | 113k | 16.91 |
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| Raymond James Financial (RJF) | 0.6 | $1.9M | 15k | 128.42 |
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| Procter & Gamble Company (PG) | 0.6 | $1.8M | +2% | 11k | 162.25 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.8M | +11% | 12k | 152.26 |
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| Vanguard World Health Car Etf (VHT) | 0.5 | $1.7M | +7% | 6.4k | 270.57 |
|
| Meta Platforms Cl A (META) | 0.5 | $1.7M | +2% | 3.6k | 485.59 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $1.7M | 16k | 110.52 |
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| Ishares Tr Msci Usa Smcp Mn (SMMV) | 0.5 | $1.7M | 45k | 37.45 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.7M | +2% | 11k | 150.93 |
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| Ishares Core Msci Emkt (IEMG) | 0.5 | $1.6M | 32k | 51.60 |
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| Johnson & Johnson (JNJ) | 0.5 | $1.6M | 10k | 158.21 |
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| Ishares Tr Broad Usd High (USHY) | 0.5 | $1.5M | 42k | 36.59 |
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| Coca-Cola Company (KO) | 0.5 | $1.5M | +27% | 24k | 61.18 |
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| Vanguard World Inf Tech Etf (VGT) | 0.4 | $1.4M | +8% | 2.6k | 524.61 |
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| Medtronic SHS (MDT) | 0.4 | $1.4M | +13% | 16k | 87.16 |
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| Wal-Mart Stores (WMT) | 0.4 | $1.4M | +214% | 23k | 60.17 |
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| Parker-Hannifin Corporation (PH) | 0.4 | $1.3M | -5% | 2.4k | 555.79 |
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| Caterpillar (CAT) | 0.4 | $1.3M | +7% | 3.6k | 366.43 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $1.3M | -3% | 6.2k | 205.72 |
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| International Business Machines (IBM) | 0.4 | $1.3M | 6.6k | 190.96 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.4 | $1.2M | 9.4k | 131.26 |
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| Southern Company (SO) | 0.4 | $1.2M | +3% | 17k | 71.74 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.2M | +37% | 2.8k | 420.52 |
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| Waste Management (WM) | 0.4 | $1.1M | +2% | 5.4k | 213.15 |
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| Tesla Motors (TSLA) | 0.4 | $1.1M | -16% | 6.5k | 175.79 |
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| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.4 | $1.1M | 137k | 8.16 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $1.1M | +25% | 19k | 58.06 |
|
| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.3 | $1.1M | +15% | 23k | 48.18 |
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| United Parcel Service CL B (UPS) | 0.3 | $1.1M | +8% | 7.3k | 148.63 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.3 | $1.1M | +2% | 14k | 78.24 |
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| Select Sector Spdr Tr Energy (XLE) | 0.3 | $1.1M | 11k | 94.41 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $1.1M | +7% | 21k | 50.60 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.3 | $1.1M | +24% | 8.8k | 119.52 |
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| T Rowe Price Etf Cap Appreciation (TCAF) | 0.3 | $1.0M | +136% | 34k | 30.23 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.3 | $1.0M | -2% | 14k | 72.19 |
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| Lowe's Companies (LOW) | 0.3 | $1.0M | +2% | 4.0k | 254.76 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $978k | 12k | 79.86 |
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| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.3 | $951k | 19k | 51.36 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.3 | $936k | +8% | 3.3k | 286.61 |
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| Blackrock Tax Municpal Bd Tr SHS (BBN) | 0.3 | $931k | 57k | 16.34 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $916k | NEW | 5.6k | 162.92 |
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| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.3 | $908k | 36k | 25.22 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $904k | -8% | 3.8k | 239.82 |
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| Bristol Myers Squibb (BMY) | 0.3 | $870k | +7% | 16k | 54.23 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $816k | +6% | 8.4k | 97.53 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.3 | $812k | 7.9k | 102.76 |
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| Ishares Tr National Mun Etf (MUB) | 0.3 | $795k | +4% | 7.4k | 107.60 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $780k | +6% | 8.1k | 96.72 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.2 | $776k | 17k | 45.31 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $776k | 1.6k | 481.57 |
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| Union Pacific Corporation (UNP) | 0.2 | $772k | 3.1k | 246.06 |
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| Trane Technologies SHS (TT) | 0.2 | $772k | 2.6k | 300.20 |
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| Simpson Manufacturing (SSD) | 0.2 | $746k | NEW | 3.6k | 205.18 |
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| Eaton Corp SHS (ETN) | 0.2 | $739k | +14% | 2.4k | 312.68 |
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| Philip Morris International (PM) | 0.2 | $726k | +6% | 7.9k | 91.62 |
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| Qualcomm (QCOM) | 0.2 | $720k | +12% | 4.3k | 169.30 |
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| Pfizer (PFE) | 0.2 | $694k | +2% | 25k | 27.75 |
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| Danaher Corporation (DHR) | 0.2 | $689k | +176% | 2.8k | 249.72 |
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| Bank of America Corporation (BAC) | 0.2 | $686k | +13% | 18k | 37.92 |
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| Moody's Corporation (MCO) | 0.2 | $685k | 1.7k | 393.03 |
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| Verizon Communications (VZ) | 0.2 | $678k | -2% | 16k | 41.96 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $671k | +23% | 8.3k | 80.54 |
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| CSX Corporation (CSX) | 0.2 | $656k | 18k | 37.07 |
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| UnitedHealth (UNH) | 0.2 | $633k | +26% | 1.3k | 494.90 |
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| Target Corporation (TGT) | 0.2 | $629k | +16% | 3.6k | 177.26 |
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| W.W. Grainger (GWW) | 0.2 | $610k | -4% | 600.00 | 1017.30 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $606k | +7% | 4.7k | 128.40 |
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| Walt Disney Company (DIS) | 0.2 | $602k | 4.9k | 122.37 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $596k | 2.9k | 208.28 |
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| Cisco Systems (CSCO) | 0.2 | $590k | -7% | 12k | 49.91 |
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| Arcellx Common Stock (ACLX) | 0.2 | $556k | +14% | 8.0k | 69.55 |
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| Ishares Tr U.s. Utilits Etf (IDU) | 0.2 | $541k | 6.4k | 84.52 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $535k | +5% | 13k | 41.80 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $528k | 1.3k | 398.17 |
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| McDonald's Corporation (MCD) | 0.2 | $528k | +14% | 1.9k | 282.09 |
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| Vanguard World Industrial Etf (VIS) | 0.2 | $527k | -4% | 2.2k | 244.42 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.2 | $522k | +133% | 10k | 50.74 |
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| Williams Companies (WMB) | 0.2 | $515k | -21% | 13k | 38.97 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.2 | $490k | 17k | 29.02 |
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| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.2 | $478k | 20k | 23.89 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $467k | 2.5k | 186.81 |
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| Nextera Energy (NEE) | 0.1 | $464k | -21% | 7.3k | 63.92 |
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| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.1 | $460k | +57% | 13k | 34.70 |
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| Arista Networks (ANET) | 0.1 | $457k | +42% | 1.6k | 289.98 |
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| Goldman Sachs Etf Tr S&p 500 Core Pre (GPIX) | 0.1 | $447k | +58% | 9.5k | 47.01 |
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| Kellogg Company (K) | 0.1 | $443k | 7.7k | 57.29 |
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| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.1 | $443k | NEW | 8.8k | 50.36 |
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| L3harris Technologies (LHX) | 0.1 | $435k | -5% | 2.0k | 213.10 |
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| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $420k | 10k | 40.71 |
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| American Electric Power Company (AEP) | 0.1 | $411k | -17% | 4.8k | 86.10 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $411k | 2.0k | 210.30 |
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| Boeing Company (BA) | 0.1 | $410k | -20% | 2.1k | 192.99 |
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| Okta Cl A (OKTA) | 0.1 | $406k | NEW | 3.9k | 104.62 |
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| Visa Com Cl A (V) | 0.1 | $401k | 1.4k | 279.08 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $397k | +29% | 872.00 | 455.01 |
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| Zoetis Cl A (ZTS) | 0.1 | $393k | 2.3k | 169.25 |
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| TJX Companies (TJX) | 0.1 | $385k | -25% | 3.8k | 101.45 |
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| Iron Mountain (IRM) | 0.1 | $376k | 4.7k | 80.21 |
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| Ishares Jp Mrgn Em Hi Bd (EMHY) | 0.1 | $375k | 10k | 37.46 |
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| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.1 | $374k | 2.4k | 155.74 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $367k | +17% | 826.00 | 444.01 |
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| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.1 | $364k | 6.5k | 56.40 |
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| Cytokinetics Com New (CYTK) | 0.1 | $351k | 5.0k | 70.11 |
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| Illinois Tool Works (ITW) | 0.1 | $348k | +22% | 1.3k | 268.33 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $347k | +10% | 5.7k | 60.39 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $342k | -18% | 7.2k | 47.44 |
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| Fastenal Company (FAST) | 0.1 | $339k | 4.4k | 77.14 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $338k | 4.0k | 84.44 |
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| Broadcom (AVGO) | 0.1 | $333k | NEW | 251.00 | 1325.41 |
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| Gilead Sciences (GILD) | 0.1 | $331k | +6% | 4.5k | 73.25 |
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| Goldman Sachs Etf Tr Nasdaq 100 Core (GPIQ) | 0.1 | $326k | +16% | 7.0k | 46.56 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $323k | -14% | 4.2k | 76.81 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $323k | 1.6k | 205.09 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $322k | 2.5k | 129.35 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $321k | NEW | 1.6k | 201.50 |
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| Oneok (OKE) | 0.1 | $318k | 4.0k | 80.17 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $318k | 4.5k | 70.68 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $315k | 4.1k | 76.67 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $313k | 562.00 | 556.40 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $311k | 5.3k | 58.65 |
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| Ishares Tr Us Regnl Bks Etf (IAT) | 0.1 | $310k | 7.1k | 43.38 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $309k | 4.4k | 70.88 |
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| Constellation Energy (CEG) | 0.1 | $304k | NEW | 1.6k | 184.85 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $302k | NEW | 1.6k | 192.08 |
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| Iqvia Holdings (IQV) | 0.1 | $291k | 1.2k | 252.89 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $291k | 302.00 | 962.49 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $281k | 3.1k | 91.25 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $278k | 2.9k | 96.73 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $277k | 822.00 | 337.05 |
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| Pimco Etf Tr Muni Income Opp (MINO) | 0.1 | $275k | NEW | 6.0k | 45.63 |
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| PNC Financial Services (PNC) | 0.1 | $271k | 1.7k | 161.60 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $268k | 7.5k | 35.91 |
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| Oracle Corporation (ORCL) | 0.1 | $267k | 2.1k | 125.61 |
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| Honeywell International (HON) | 0.1 | $265k | 1.3k | 205.25 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $260k | NEW | 495.00 | 525.73 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $259k | 1.1k | 235.79 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $258k | NEW | 6.6k | 38.88 |
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| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.1 | $257k | 11k | 23.77 |
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| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.1 | $256k | 1.3k | 197.10 |
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| Advanced Micro Devices (AMD) | 0.1 | $251k | NEW | 1.4k | 180.49 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $251k | NEW | 524.00 | 478.66 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $248k | 3.4k | 72.36 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $245k | 3.0k | 81.78 |
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| UMB Financial Corporation (UMBF) | 0.1 | $244k | 2.8k | 86.99 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $239k | 2.5k | 95.65 |
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| Kenvue (KVUE) | 0.1 | $238k | -19% | 11k | 21.46 |
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| Argenx Se Sponsored Adr (ARGX) | 0.1 | $236k | 600.00 | 393.72 |
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| Cardinal Health (CAH) | 0.1 | $235k | NEW | 2.1k | 111.90 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $234k | 4.7k | 50.08 |
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| Etf Ser Solutions Nationwide Nasdq (NUSI) | 0.1 | $234k | 9.9k | 23.61 |
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| 3M Company (MMM) | 0.1 | $229k | 2.2k | 106.07 |
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| Spdr Ser Tr Ssga Us Smal Etf (SMLV) | 0.1 | $226k | 2.0k | 112.04 |
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| Nuvalent Inc-a (NUVL) | 0.1 | $225k | 3.0k | 75.09 |
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| Alnylam Pharmaceuticals (ALNY) | 0.1 | $224k | 1.5k | 149.45 |
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| First Tr High Income L/s (FSD) | 0.1 | $220k | +13% | 18k | 11.93 |
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| Ishares Tr Cohen Steer Reit (ICF) | 0.1 | $219k | 3.8k | 57.70 |
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| National Grid Sponsored Adr Ne (NGG) | 0.1 | $219k | 3.2k | 68.22 |
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| At&t (T) | 0.1 | $218k | -4% | 12k | 17.60 |
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| Pacer Fds Tr Pacer Us Small (CALF) | 0.1 | $216k | NEW | 4.4k | 49.16 |
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| Deere & Company (DE) | 0.1 | $214k | 520.00 | 410.74 |
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| Truist Financial Corp equities (TFC) | 0.1 | $214k | -9% | 5.5k | 38.98 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $213k | NEW | 929.00 | 228.91 |
|
| Roper Industries (ROP) | 0.1 | $213k | 379.00 | 560.84 |
|
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $212k | 3.7k | 56.59 |
|
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $208k | 7.0k | 29.77 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $208k | NEW | 1.2k | 179.11 |
|
| BlackRock (BLK) | 0.1 | $206k | 247.00 | 834.90 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $205k | NEW | 8.9k | 23.01 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $205k | NEW | 1.8k | 115.35 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $203k | NEW | 2.6k | 79.76 |
|
| Nuveen Muni Value Fund (NUV) | 0.0 | $87k | NEW | 10k | 8.71 |
|
| Geron Corporation (GERN) | 0.0 | $84k | 26k | 3.30 |
|
|
| Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) | 0.0 | $75k | 20k | 3.86 |
|
|
| Liberty All Star Equity Sh Ben Int (USA) | 0.0 | $72k | NEW | 10k | 7.15 |
|
| Aberdeen Income Cred Strat (ACP) | 0.0 | $69k | NEW | 10k | 6.78 |
|
Past Filings by High Net Worth Advisory Group
SEC 13F filings are viewable for High Net Worth Advisory Group going back to 2021
- High Net Worth Advisory Group 2024 Q1 filed April 12, 2024
- High Net Worth Advisory Group 2023 Q4 filed Jan. 8, 2024
- High Net Worth Advisory Group 2023 Q3 filed Oct. 5, 2023
- High Net Worth Advisory Group 2023 Q2 filed July 7, 2023
- High Net Worth Advisory Group 2023 Q1 filed April 20, 2023
- High Net Worth Advisory Group 2022 Q4 filed Feb. 14, 2023
- High Net Worth Advisory Group 2022 Q3 filed Oct. 24, 2022
- High Net Worth Advisory Group 2022 Q2 filed Aug. 10, 2022
- High Net Worth Advisory Group 2021 Q4 restated filed Aug. 10, 2022
- High Net Worth Advisory Group 2022 Q1 restated filed Aug. 10, 2022
- High Net Worth Advisory Group 2022 Q1 filed May 13, 2022
- High Net Worth Advisory Group 2021 Q4 filed April 27, 2022