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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, NVDA, VIG, VYM, AAPL, and represent 22.26% of High Net Worth Advisory Group's stock portfolio.
Added to shares of these 10 stocks: CGBL, CGDV, GPIX, JEPQ, VYM, MGK, VTEB, VTI, VOT, VYMI.
Started 16 new stock positions in CYTK, AVEM, SPDW, PLTR, CGGR, BLTE, INDA, IQV, VTES, CGDV. HIO, AVDE, FNDX, VGSH, COWG, MMM.
Reduced shares in these 10 stocks: LLY, AAPL, DELL, FMB, XOM, JEPI, BMY, DE, PFE, .
Sold out of its positions in CTAS, DE, DELL, CALF, PFE, DGX, ROP, TGT.
High Net Worth Advisory Group was a net buyer of stock by $13M.
High Net Worth Advisory Group has $416M in assets under management (AUM), dropping by 10.03%.
Central Index Key (CIK): 0001919142

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Portfolio Holdings for High Net Worth Advisory Group

High Net Worth Advisory Group holds 235 positions in its portfolio as reported in the September 2025 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)	6.6	$27M		45k	612.39	View chart
NVIDIA Corporation (NVDA)	5.0	$21M		111k	186.58	View chart
Vanguard Specialized Funds Div App Etf (VIG)	4.0	$17M		76k	215.79	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.4	$14M	+6%	101k	140.95	View chart
Apple (AAPL)	3.3	$14M	-6%	54k	254.63	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.3	$14M		135k	100.25	View chart
Abbvie (ABBV)	2.5	$11M		46k	231.54	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.5	$10M	-3%	179k	57.10	View chart
Capital Group Core Balanced SHS (CGBL)	2.2	$9.3M	+61%	267k	34.72	View chart
Vanguard Index Fds Growth Etf (VUG)	1.8	$7.5M	+5%	16k	479.62	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.8	$7.3M		11k	666.24	View chart
Microsoft Corporation (MSFT)	1.6	$6.6M	-3%	13k	517.98	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.6	$6.5M		238k	27.30	View chart
Amazon (AMZN)	1.5	$6.0M	+4%	28k	219.57	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	1.4	$6.0M	+25%	105k	57.52	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.4	$5.7M		60k	95.14	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.2	$5.0M		56k	89.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$4.9M	+17%	15k	328.17	View chart
Abbott Laboratories (ABT)	1.2	$4.8M	-4%	36k	133.94	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	1.1	$4.7M		189k	24.93	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$4.6M		53k	87.31	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.1	$4.6M	+4%	63k	73.29	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.1	$4.5M	+13%	54k	84.68	View chart
Amgen (AMGN)	1.0	$4.3M		15k	282.21	View chart
Vanguard World Inf Tech Etf (VGT)	1.0	$4.2M	+2%	5.6k	746.66	View chart
Home Depot (HD)	1.0	$4.0M		10k	405.19	View chart
Pepsi (PEP)	0.9	$3.8M	-4%	27k	140.44	View chart
Parker-Hannifin Corporation (PH)	0.9	$3.6M		4.7k	758.15	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$3.5M	-4%	54k	65.26	View chart
Meta Platforms Cl A (META)	0.8	$3.4M		4.6k	734.44	View chart
JPMorgan Chase & Co. (JPM)	0.8	$3.2M		10k	315.44	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.8	$3.2M	+15%	85k	37.70	View chart
Ishares Tr Select Divid Etf (DVY)	0.8	$3.1M		22k	142.10	View chart
Hubspot (HUBS)	0.7	$3.1M		6.6k	467.80	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.7	$3.0M	+7%	58k	52.30	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$3.0M	+6%	10k	293.76	View chart
Exxon Mobil Corporation (XOM)	0.7	$3.0M	-15%	26k	112.75	View chart
Costco Wholesale Corporation (COST)	0.7	$3.0M		3.2k	925.70	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.7	$2.9M		40k	73.48	View chart
Tesla Motors (TSLA)	0.7	$2.9M	+15%	6.5k	444.72	View chart
Ishares Tr Core High Dv Etf (HDV)	0.7	$2.8M		23k	122.45	View chart
Vanguard World Mega Grwth Ind (MGK)	0.7	$2.7M	+46%	6.7k	402.42	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$2.7M	+4%	14k	186.50	View chart
Wal-Mart Stores (WMT)	0.6	$2.5M		25k	103.06	View chart
Nuveen Mun High Income Opp F (NMZ)	0.6	$2.4M		230k	10.59	View chart
Raymond James Financial (RJF)	0.6	$2.4M	-2%	14k	172.61	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.6	$2.3M		102k	22.90	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$2.3M		9.5k	243.55	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$2.2M		33k	65.92	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$2.2M	-2%	38k	57.47	View chart
Eli Lilly & Co. (LLY)	0.5	$2.1M	-36%	2.8k	763.09	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.5	$2.0M	+177%	38k	52.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.9M	-2%	7.8k	243.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$1.9M	-5%	16k	118.84	View chart
Ishares Tr Broad Usd High (USHY)	0.4	$1.7M		44k	37.78	View chart
International Business Machines (IBM)	0.4	$1.6M	+10%	5.7k	282.16	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$1.6M	+92%	32k	50.07	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.6M	+12%	4.4k	355.47	View chart
Southern Company (SO)	0.4	$1.5M		16k	94.77	View chart
Vanguard World Health Car Etf (VHT)	0.4	$1.5M	-8%	5.7k	259.61	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.4	$1.5M	+8%	163k	9.10	View chart
Procter & Gamble Company (PG)	0.4	$1.5M	-4%	9.6k	153.65	View chart
Chevron Corporation (CVX)	0.4	$1.5M	-13%	9.5k	155.30	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$1.5M	+44%	5.8k	254.30	View chart
Neos Etf Trust Russell 2000 Hig (IWMI)	0.3	$1.4M	+11%	30k	48.58	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$1.4M	NEW	34k	42.03	View chart
Global X Fds Russell 2000 (RYLD)	0.3	$1.4M	+6%	93k	15.05	View chart
Caterpillar (CAT)	0.3	$1.4M		2.9k	477.31	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$1.4M	+62%	2.9k	463.81	View chart
Johnson & Johnson (JNJ)	0.3	$1.3M		7.3k	185.44	View chart
Merck & Co (MRK)	0.3	$1.3M	-8%	16k	83.93	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$1.3M		19k	68.08	View chart
Coca-Cola Company (KO)	0.3	$1.3M		20k	66.32	View chart
Philip Morris International (PM)	0.3	$1.3M		7.9k	162.20	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.2M	-2%	2.5k	502.74	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.3	$1.2M		14k	87.03	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.3	$1.2M	-2%	8.8k	140.06	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$1.2M		8.8k	137.75	View chart
Bank of America Corporation (BAC)	0.3	$1.2M	+37%	23k	51.59	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.2M		7.1k	167.33	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.3	$1.2M	+21%	22k	54.20	View chart
Goldman Sachs (GS)	0.3	$1.2M	-13%	1.5k	796.55	View chart
Medtronic SHS (MDT)	0.3	$1.2M	-3%	12k	95.24	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$1.1M	+3%	14k	84.11	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.1M		12k	93.37	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$1.1M	+4%	5.4k	208.72	View chart
Trane Technologies SHS (TT)	0.3	$1.1M		2.6k	421.96	View chart
Waste Management (WM)	0.3	$1.1M		4.9k	220.87	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$1.1M		3.5k	307.95	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.3	$1.1M		22k	47.51	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$1.1M	+138%	3.6k	293.79	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$1.0M		11k	89.34	View chart
Constellation Energy (CEG)	0.2	$1.0M	+12%	3.1k	329.07	View chart
Neos Etf Trust Real Estate High (IYRI)	0.2	$988k	+56%	20k	50.54	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$981k		18k	54.18	View chart
Lowe's Companies (LOW)	0.2	$935k		3.7k	251.34	View chart
Spdr Series Trust Bloomberg Sht Te (SJNK)	0.2	$922k		36k	25.60	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$899k	+6%	16k	55.71	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.2	$898k		12k	77.65	View chart
Broadcom (AVGO)	0.2	$878k		2.7k	329.91	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$874k		7.9k	110.59	View chart
Cisco Systems (CSCO)	0.2	$868k		13k	68.42	View chart
Moody's Corporation (MCO)	0.2	$829k		1.7k	476.48	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$825k	+9%	8.8k	93.75	View chart
Eaton Corp SHS (ETN)	0.2	$823k		2.2k	374.25	View chart
Duke Energy Corp Com New (DUK)	0.2	$821k	-11%	6.6k	123.77	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$807k		2.9k	281.94	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$775k	+7%	1.6k	490.38	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$725k	+18%	4.1k	178.73	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.2	$717k	+14%	18k	39.62	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.2	$710k		6.4k	110.90	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$709k		14k	50.47	View chart
Alnylam Pharmaceuticals (ALNY)	0.2	$684k		1.5k	456.00	View chart
Qualcomm (QCOM)	0.2	$662k		4.0k	166.40	View chart
Arcellx Common Stock (ACLX)	0.2	$657k		8.0k	82.10	View chart
Boeing Company (BA)	0.2	$653k	+51%	3.0k	215.83	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$636k		8.7k	73.46	View chart
Kellogg Company (K)	0.2	$635k		7.7k	82.02	View chart
Vanguard World Industrial Etf (VIS)	0.2	$630k		2.1k	296.41	View chart
Nuveen Muni Value Fund (NUV)	0.2	$629k		70k	8.98	View chart
Nebius Group Shs Class A (NBIS)	0.2	$624k	+39%	5.6k	112.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$616k	+19%	1.0k	600.37	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$610k		9.7k	62.91	View chart
Oracle Corporation (ORCL)	0.1	$595k		2.1k	281.24	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$590k	-48%	12k	50.70	View chart
Netflix (NFLX)	0.1	$585k		488.00	1198.92	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$575k		5.4k	106.49	View chart
American Electric Power Company (AEP)	0.1	$563k		5.0k	112.50	View chart
W.W. Grainger (GWW)	0.1	$553k		580.00	953.27	View chart
Walt Disney Company (DIS)	0.1	$546k		4.8k	114.51	View chart
Union Pacific Corporation (UNP)	0.1	$537k		2.3k	236.47	View chart
McDonald's Corporation (MCD)	0.1	$536k		1.8k	303.92	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	0.1	$532k		20k	26.62	View chart
TJX Companies (TJX)	0.1	$523k	-3%	3.6k	144.58	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$517k		17k	29.73	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$516k		2.5k	206.51	View chart
Verizon Communications (VZ)	0.1	$507k	-14%	12k	43.95	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$502k	NEW	8.5k	58.85	View chart
Mastercard Incorporated Cl A (MA)	0.1	$482k		846.00	569.26	View chart
Iron Mountain (IRM)	0.1	$478k		4.7k	101.94	View chart
Visa Com Cl A (V)	0.1	$472k		1.4k	341.38	View chart
Williams Companies (WMB)	0.1	$460k	-28%	7.3k	63.35	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$459k		3.8k	120.72	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.1	$456k	+17%	46k	9.94	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	0.1	$456k	-2%	11k	43.05	View chart
Argenx Se Sponsored Adr (ARGX)	0.1	$443k		600.00	737.56	View chart
Gilead Sciences (GILD)	0.1	$437k		3.9k	111.00	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.1	$436k	-3%	9.9k	44.00	View chart
Fastenal Company (FAST)	0.1	$431k		8.8k	49.04	View chart
Spdr Series Trust Ssga Us Lrg Etf (LGLV)	0.1	$428k		2.4k	178.16	View chart
Oklo Com Cl A (OKLO)	0.1	$426k	-2%	3.8k	111.63	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$410k		9.9k	41.58	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$408k		20k	20.93	View chart
Wells Fargo & Company (WFC)	0.1	$399k		4.8k	83.83	View chart
Amphenol Corp Cl A (APH)	0.1	$398k	+9%	3.2k	123.77	View chart
Ishares Jp Mrgn Em Hi Bd (EMHY)	0.1	$397k		10k	39.69	View chart
UnitedHealth (UNH)	0.1	$389k	-14%	1.1k	345.54	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$386k		1.4k	279.84	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$379k		8.5k	44.57	View chart
Corning Incorporated (GLW)	0.1	$379k		4.6k	82.03	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$378k		5.3k	71.37	View chart
Ishares Tr Us Regnl Bks Etf (IAT)	0.1	$375k		7.1k	52.53	View chart
CSX Corporation (CSX)	0.1	$374k		11k	35.51	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$372k		4.5k	82.73	View chart
Nextera Energy (NEE)	0.1	$369k	-20%	4.9k	75.50	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$367k		1.5k	241.96	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$367k	-2%	784.00	468.41	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.1	$367k		7.0k	52.46	View chart
Novartis Sponsored Adr (NVS)	0.1	$356k	-3%	2.8k	128.24	View chart
PNC Financial Services (PNC)	0.1	$345k	+2%	1.7k	200.93	View chart
Arista Networks Com Shs (ANET)	0.1	$335k		2.3k	145.71	View chart
UMB Financial Corporation (UMBF)	0.1	$332k		2.8k	118.38	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$331k		556.00	596.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$331k		495.00	669.30	View chart
Cardinal Health (CAH)	0.1	$330k		2.1k	156.96	View chart
Zoetis Cl A (ZTS)	0.1	$325k	-4%	2.2k	146.36	View chart
Neos Etf Trust Nasdaq 100 Hdgd (QQQH)	0.1	$324k		6.0k	54.40	View chart
Northrop Grumman Corporation (NOC)	0.1	$322k	+2%	529.00	609.33	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$317k		2.5k	126.64	View chart
Illinois Tool Works (ITW)	0.1	$311k		1.2k	260.76	View chart
Marathon Petroleum Corp (MPC)	0.1	$307k		1.6k	192.74	View chart
Altria (MO)	0.1	$307k		4.6k	66.06	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$305k		6.5k	46.81	View chart
Lockheed Martin Corporation (LMT)	0.1	$297k	-10%	595.00	499.21	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.1	$292k		1.3k	233.78	View chart
At&t (T)	0.1	$291k	+4%	10k	28.24	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$291k	NEW	2.9k	101.92	View chart
Oneok (OKE)	0.1	$288k		3.9k	72.97	View chart
Kimberly-Clark Corporation (KMB)	0.1	$287k	-7%	2.3k	124.34	View chart
Advanced Micro Devices (AMD)	0.1	$286k	-8%	1.8k	161.79	View chart
Honeywell International (HON)	0.1	$286k		1.4k	210.50	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$285k		3.4k	84.83	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$283k		4.5k	63.56	View chart
Blackrock (BLK)	0.1	$280k	+3%	240.00	1168.45	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$278k	-7%	4.6k	59.92	View chart
Ge Vernova (GEV)	0.1	$278k		452.00	615.18	View chart
Cytokinetics Com New (CYTK)	0.1	$275k	NEW	5.0k	54.96	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.1	$273k		6.0k	45.31	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$269k		10k	26.34	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.1	$267k		11k	24.70	View chart
United Parcel Service CL B (UPS)	0.1	$264k	-16%	3.2k	83.53	View chart
Nuvalent Inc-a (NUVL)	0.1	$259k		3.0k	86.48	View chart
Belite Bio Sponsored Ads (BLTE)	0.1	$259k	NEW	3.5k	74.00	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$259k		2.7k	95.89	View chart
Ge Aerospace Com New (GE)	0.1	$255k		847.00	301.09	View chart
Wp Carey (WPC)	0.1	$255k		3.8k	67.57	View chart
Bristol Myers Squibb (BMY)	0.1	$245k	-54%	5.4k	45.10	View chart
Spdr Series Trust Ssga Us Smal Etf (SMLV)	0.1	$243k		1.9k	129.74	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$242k		3.3k	72.77	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$234k		3.8k	61.62	View chart
National Grid Sponsored Adr Ne (NGG)	0.1	$233k		3.2k	72.67	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$228k	-9%	2.9k	78.91	View chart
Truist Financial Corp equities (TFC)	0.1	$227k		5.0k	45.72	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$224k	NEW	5.1k	43.92	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$220k	NEW	2.8k	78.90	View chart
Iqvia Holdings (IQV)	0.1	$218k	NEW	1.2k	189.94	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$218k	-2%	1.1k	203.59	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$216k	NEW	4.2k	52.06	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$213k	NEW	2.8k	75.11	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.1	$212k		7.0k	30.29	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$211k	-38%	2.4k	86.30	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.1	$209k	NEW	5.7k	36.31	View chart
Mccormick & Co Com Non Vtg (MKC)	0.1	$209k	-16%	3.1k	66.91	View chart
Danaher Corporation (DHR)	0.1	$208k		1.1k	198.26	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$207k		2.5k	82.96	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$206k	NEW	7.8k	26.30	View chart
3M Company (MMM)	0.0	$206k	NEW	1.3k	155.18	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$206k	NEW	4.8k	42.80	View chart
Palo Alto Networks (PANW)	0.0	$203k	-12%	995.00	203.62	View chart
Kroger (KR)	0.0	$202k		3.0k	67.41	View chart
Palantir Technologies Cl A (PLTR)	0.0	$201k	NEW	1.1k	182.42	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN)	0.0	$100k		20k	5.16	View chart
Western Asst High Incm Opprtnty Fnd (HIO)	0.0	$86k	NEW	22k	3.84	View chart
Aberdeen Income Cred Strat (ACP)	0.0	$78k		14k	5.80	View chart
Geron Corporation (GERN)	0.0	$35k		26k	1.37	View chart

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 2025 Q3 filed Oct. 29, 2025
High Net Worth Advisory Group 2025 Q2 filed July 10, 2025
High Net Worth Advisory Group 2025 Q1 filed April 9, 2025
High Net Worth Advisory Group 2024 Q4 filed Jan. 21, 2025
High Net Worth Advisory Group 2024 Q3 filed Oct. 11, 2024
High Net Worth Advisory Group 2024 Q2 filed July 17, 2024
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

View all past filings

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