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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 22.07% of High Net Worth Advisory Group's stock portfolio.
Added to shares of these 10 stocks: AOK, SPYI, MGK, CGBL, AOM, VOO, VOT, MINO, CSHI, AOR.
Started 14 new stock positions in XBI, AOR, CSHI, TGT, GUG, AOK, AOA, RNA, JOYT, JAAA. IBB, SWK, NLR, AOM.
Reduced shares in these 10 stocks: NMZ, JEPI, K, COST, LLY, SRLN, BRK.B, VTES, KMB, VRP.
Sold out of its positions in ARKK, VRP, K, KMB, KR, PLTR, PANW, SRLN, VTES.
High Net Worth Advisory Group was a net buyer of stock by $13M.
High Net Worth Advisory Group has $434M in assets under management (AUM), dropping by 4.39%.
Central Index Key (CIK): 0001919142

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Portfolio Holdings for High Net Worth Advisory Group

High Net Worth Advisory Group holds 240 positions in its portfolio as reported in the December 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)	6.7	$29M	+3%	46k	627.14	View chart
NVIDIA Corporation (NVDA)	4.8	$21M		112k	186.50	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.9	$17M		76k	219.78	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.4	$15M		103k	143.52	View chart
Apple (AAPL)	3.3	$14M		53k	271.86	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.2	$14M	+3%	140k	99.88	View chart
Capital Group Core Balanced SHS (CGBL)	2.4	$11M	+11%	296k	35.33	View chart
Abbvie (ABBV)	2.4	$10M		46k	228.49	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.2	$9.5M	-7%	166k	57.24	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.7	$7.5M		11k	681.96	View chart
Vanguard Index Fds Growth Etf (VUG)	1.7	$7.5M	-2%	15k	487.89	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	1.5	$6.5M	+7%	112k	58.12	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.5	$6.5M		238k	27.43	View chart
Amazon (AMZN)	1.5	$6.4M		28k	230.82	View chart
Microsoft Corporation (MSFT)	1.4	$6.0M		13k	483.63	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.2	$5.4M	-3%	58k	94.16	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$5.3M	+5%	16k	335.28	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.2	$5.2M	+2%	57k	91.45	View chart
Amgen (AMGN)	1.1	$4.9M		15k	327.33	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.1	$4.9M		54k	90.00	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$4.8M		54k	89.46	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.1	$4.7M		62k	75.05	View chart
Spdr Series Trust State Street Spd (HYMB)	1.1	$4.7M		187k	24.94	View chart
Abbott Laboratories (ABT)	1.0	$4.5M		36k	125.29	View chart
Vanguard World Inf Tech Etf (VGT)	1.0	$4.4M	+4%	5.9k	753.80	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	1.0	$4.2M	+37%	80k	52.53	View chart
Parker-Hannifin Corporation (PH)	1.0	$4.1M		4.7k	878.96	View chart
Vanguard World Mega Grwth Ind (MGK)	0.9	$3.9M	+39%	9.4k	412.80	View chart
Pepsi (PEP)	0.9	$3.8M	-2%	26k	143.52	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$3.7M	+3%	56k	66.00	View chart
Meta Platforms Cl A (META)	0.8	$3.5M	+14%	5.3k	660.17	View chart
Home Depot (HD)	0.8	$3.4M		10k	344.10	View chart
Exxon Mobil Corporation (XOM)	0.8	$3.4M	+6%	28k	120.34	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.8	$3.4M	+4%	88k	38.22	View chart
JPMorgan Chase & Co. (JPM)	0.7	$3.2M	-2%	10k	322.24	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$3.2M	+7%	11k	290.25	View chart
Ishares Tr Select Divid Etf (DVY)	0.7	$3.1M		22k	141.14	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$3.1M	+4%	9.9k	313.80	View chart
Tesla Motors (TSLA)	0.7	$3.0M	+4%	6.8k	449.72	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$2.8M	+2%	15k	190.99	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.6	$2.8M		39k	71.42	View chart
Ishares Tr Core High Dv Etf (HDV)	0.6	$2.8M		23k	121.61	View chart
Wal-Mart Stores (WMT)	0.6	$2.7M		25k	111.41	View chart
Hubspot (HUBS)	0.6	$2.6M	-2%	6.4k	401.30	View chart
Eli Lilly & Co. (LLY)	0.6	$2.6M	-14%	2.4k	1074.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$2.5M		8.0k	313.02	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.5	$2.3M	-2%	100k	22.91	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$2.3M		38k	60.17	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$2.3M		34k	67.22	View chart
Raymond James Financial (RJF)	0.5	$2.2M		14k	160.59	View chart
Costco Wholesale Corporation (COST)	0.5	$2.2M	-20%	2.6k	862.44	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$2.1M	+32%	42k	50.29	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.5	$2.1M	+5%	40k	52.80	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$1.9M	+2%	16k	120.18	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$1.9M	+92%	6.9k	279.18	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.4	$1.8M	+24%	42k	43.64	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.8M		4.4k	396.31	View chart
Ishares Tr Broad Usd High (USHY)	0.4	$1.8M	+6%	47k	37.40	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.4	$1.8M	NEW	44k	40.13	View chart
International Business Machines (IBM)	0.4	$1.7M		5.7k	296.21	View chart
Vanguard World Health Car Etf (VHT)	0.4	$1.7M		5.8k	287.90	View chart
Chevron Corporation (CVX)	0.4	$1.6M	+13%	11k	152.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$1.6M	+9%	6.3k	257.97	View chart
Caterpillar (CAT)	0.4	$1.6M	-2%	2.8k	572.92	View chart
Merck & Co (MRK)	0.4	$1.6M	-5%	15k	105.26	View chart
Procter & Gamble Company (PG)	0.4	$1.6M	+14%	11k	143.32	View chart
Nuveen Mun High Income Opp F (NMZ)	0.4	$1.5M	-34%	151k	10.19	View chart
Neos Etf Trust Russell 2000 Hig (IWMI)	0.4	$1.5M	+5%	31k	48.68	View chart
Johnson & Johnson (JNJ)	0.3	$1.5M	-3%	7.1k	206.97	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$1.5M	+3%	3.0k	480.69	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.3	$1.4M	-6%	152k	9.53	View chart
Southern Company (SO)	0.3	$1.4M		16k	87.20	View chart
Coca-Cola Company (KO)	0.3	$1.4M		20k	69.91	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$1.3M		19k	69.42	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.3M		7.2k	183.41	View chart
Bank of America Corporation (BAC)	0.3	$1.3M		23k	55.00	View chart
Goldman Sachs (GS)	0.3	$1.3M		1.4k	879.60	View chart
Philip Morris International (PM)	0.3	$1.3M		7.9k	160.40	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$1.2M		8.8k	141.17	View chart
Spdr Series Trust State Street Spd (SDY)	0.3	$1.2M		8.8k	139.17	View chart
Global X Fds Russell 2000 (RYLD)	0.3	$1.2M	-15%	79k	15.30	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.3	$1.2M	+2%	22k	53.86	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.2M		12k	96.03	View chart
Medtronic SHS (MDT)	0.3	$1.2M		12k	96.07	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$1.1M		13k	83.75	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$1.1M	+2%	3.5k	314.81	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.3	$1.1M	-11%	13k	88.08	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.3	$1.1M	+19%	19k	56.69	View chart
Waste Management (WM)	0.3	$1.1M		4.9k	219.71	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$1.1M	-5%	5.1k	211.79	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.2	$1.1M		22k	47.94	View chart
Constellation Energy (CEG)	0.2	$1.1M		3.0k	353.27	View chart
Cisco Systems (CSCO)	0.2	$1.1M	+7%	14k	77.03	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$1.0M	+98%	23k	44.71	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$1.0M	+42%	20k	50.50	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.2	$1.0M	NEW	21k	47.73	View chart
Trane Technologies SHS (TT)	0.2	$1.0M		2.6k	389.20	View chart
Broadcom (AVGO)	0.2	$985k	+6%	2.8k	346.12	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.2	$979k	+11%	13k	75.85	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$941k	-3%	18k	53.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$936k	-24%	1.9k	502.65	View chart
Visa Com Cl A (V)	0.2	$920k	+89%	2.6k	350.71	View chart
Spdr Series Trust State Street Spd (SJNK)	0.2	$912k		36k	25.32	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.2	$906k	+232%	20k	45.32	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$898k		7.9k	113.72	View chart
Lowe's Companies (LOW)	0.2	$898k		3.7k	241.21	View chart
Moody's Corporation (MCO)	0.2	$889k		1.7k	510.85	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$885k	+35%	12k	75.44	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$866k	+6%	9.3k	92.80	View chart
Nuveen Muni Value Fund (NUV)	0.2	$861k	+35%	95k	9.06	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$828k	+100%	5.7k	143.99	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$784k	+27%	12k	63.18	View chart
Neos Etf Trust Real Estate High (IYRI)	0.2	$768k	-19%	16k	48.60	View chart
Ge Vernova (GEV)	0.2	$763k	+158%	1.2k	653.71	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.2	$743k		18k	41.22	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.2	$725k	+76%	35k	21.00	View chart
Eaton Corp SHS (ETN)	0.2	$701k		2.2k	318.51	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.2	$694k		6.4k	108.36	View chart
Qualcomm (QCOM)	0.2	$679k		4.0k	171.05	View chart
Duke Energy Corp Com New (DUK)	0.2	$676k	-13%	5.8k	117.23	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$665k	-10%	1.4k	468.76	View chart
Vanguard World Industrial Etf (VIS)	0.1	$634k		2.1k	298.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$630k		1.0k	614.31	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.1	$622k	NEW	13k	49.73	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$621k	NEW	9.6k	65.01	View chart
Alnylam Pharmaceuticals (ALNY)	0.1	$597k		1.5k	397.65	View chart
W.W. Grainger (GWW)	0.1	$586k		580.00	1009.51	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$579k		5.4k	107.11	View chart
American Electric Power Company (AEP)	0.1	$577k		5.0k	115.31	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$573k	NEW	4.6k	124.21	View chart
Belite Bio Sponsored Ads (BLTE)	0.1	$560k		3.5k	159.96	View chart
TJX Companies (TJX)	0.1	$556k		3.6k	153.65	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$553k	-7%	3.8k	146.58	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	0.1	$549k		20k	27.43	View chart
Walt Disney Company (DIS)	0.1	$533k		4.7k	113.78	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$530k		2.5k	212.07	View chart
Arcellx Common Stock (ACLX)	0.1	$522k		8.0k	65.20	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$514k	-13%	10k	51.14	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$511k		17k	29.36	View chart
Argenx Se Sponsored Adr (ARGX)	0.1	$505k		600.00	840.95	View chart
Ishares Tr Us Regnl Bks Etf (IAT)	0.1	$504k	+28%	9.1k	55.15	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$501k		8.5k	58.73	View chart
McDonald's Corporation (MCD)	0.1	$489k	-9%	1.6k	305.70	View chart
Mastercard Incorporated Cl A (MA)	0.1	$484k		847.00	571.12	View chart
Gilead Sciences (GILD)	0.1	$483k		3.9k	122.74	View chart
Nebius Group Shs Class A (NBIS)	0.1	$466k		5.6k	83.70	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$466k	NEW	5.2k	89.56	View chart
Verizon Communications (VZ)	0.1	$465k		11k	40.73	View chart
Boeing Company (BA)	0.1	$435k	-33%	2.0k	217.12	View chart
Williams Companies (WMB)	0.1	$431k		7.2k	60.11	View chart
Wells Fargo & Company (WFC)	0.1	$431k	-3%	4.6k	93.20	View chart
Spdr Series Trust State Street Spd (SPYD)	0.1	$427k		9.9k	43.25	View chart
Spdr Series Trust State Street Spd (LGLV)	0.1	$421k		2.4k	175.57	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.1	$420k	+13%	8.0k	52.87	View chart
Amphenol Corp Cl A (APH)	0.1	$408k	-6%	3.0k	135.17	View chart
J P Morgan Exchange Traded F Equity And Optn (JOYT)	0.1	$407k	NEW	7.5k	54.42	View chart
UnitedHealth (UNH)	0.1	$405k	+8%	1.2k	330.34	View chart
Corning Incorporated (GLW)	0.1	$405k		4.6k	87.56	View chart
Ishares Jp Mrgn Em Hi Bd (EMHY)	0.1	$404k		10k	40.37	View chart
Union Pacific Corporation (UNP)	0.1	$403k	-23%	1.7k	231.36	View chart
Oracle Corporation (ORCL)	0.1	$393k	-4%	2.0k	194.91	View chart
Cardinal Health (CAH)	0.1	$391k	-9%	1.9k	205.50	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$390k		5.3k	73.56	View chart
Iron Mountain (IRM)	0.1	$389k		4.7k	82.95	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	0.1	$388k	-15%	8.9k	43.33	View chart
Novartis Sponsored Adr (NVS)	0.1	$383k		2.8k	137.87	View chart
CSX Corporation (CSX)	0.1	$381k		11k	36.25	View chart
Nextera Energy (NEE)	0.1	$380k	-3%	4.7k	80.28	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$374k		8.4k	44.51	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$371k		784.00	473.30	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$359k		4.5k	79.84	View chart
PNC Financial Services (PNC)	0.1	$358k		1.7k	208.73	View chart
Fastenal Company (FAST)	0.1	$353k		8.8k	40.13	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$345k	-7%	1.4k	246.16	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$345k	-26%	2.8k	123.26	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$338k	-9%	1.3k	269.18	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$336k		557.00	603.28	View chart
Neos Etf Trust Nasdaq 100 Hdgd (QQQH)	0.1	$323k		6.0k	54.30	View chart
UMB Financial Corporation (UMBF)	0.1	$322k		2.8k	115.05	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$322k		2.5k	128.93	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$320k	-5%	467.00	684.94	View chart
Cytokinetics Com New (CYTK)	0.1	$318k		5.0k	63.54	View chart
Northrop Grumman Corporation (NOC)	0.1	$303k		530.00	570.68	View chart
Nuvalent Inc-a (NUVL)	0.1	$302k		3.0k	100.59	View chart
Arista Networks Com Shs (ANET)	0.1	$301k		2.3k	131.03	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$296k	-2%	6.3k	46.82	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.1	$295k		1.3k	235.99	View chart
Advanced Micro Devices (AMD)	0.1	$293k	-22%	1.4k	214.16	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$292k		4.7k	62.47	View chart
Oneok (OKE)	0.1	$290k		3.9k	73.50	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$290k		3.4k	86.25	View chart
Illinois Tool Works (ITW)	0.1	$289k		1.2k	246.30	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.1	$281k	-37%	29k	9.73	View chart
Zoetis Cl A (ZTS)	0.1	$280k		2.2k	125.85	View chart
Lockheed Martin Corporation (LMT)	0.1	$278k	-3%	575.00	483.67	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$278k		4.5k	62.37	View chart
Stanley Black & Decker (SWK)	0.1	$276k	NEW	3.7k	74.28	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$274k		10k	26.91	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$270k		3.3k	81.17	View chart
Honeywell International (HON)	0.1	$265k		1.4k	195.09	View chart
Altria (MO)	0.1	$262k		4.5k	57.66	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$262k		2.7k	96.88	View chart
Ge Aerospace Com New (GE)	0.1	$261k		848.00	308.17	View chart
Marathon Petroleum Corp (MPC)	0.1	$259k		1.6k	162.63	View chart
Iqvia Holdings (IQV)	0.1	$259k		1.2k	225.41	View chart
Blackrock (BLK)	0.1	$258k		240.00	1072.83	View chart
Oklo Com Cl A (OKLO)	0.1	$255k	-6%	3.6k	71.76	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$254k	NEW	5.0k	50.58	View chart
At&t (T)	0.1	$254k		10k	24.84	View chart
Avidity Biosciences Ord (RNA)	0.1	$253k	NEW	3.5k	72.13	View chart
National Grid Sponsored Adr Ne (NGG)	0.1	$248k		3.2k	77.35	View chart
Netflix (NFLX)	0.1	$247k	+438%	2.6k	93.76	View chart
Truist Financial Corp equities (TFC)	0.1	$244k		5.0k	49.21	View chart
Wp Carey (WPC)	0.1	$243k		3.8k	64.36	View chart
Danaher Corporation (DHR)	0.1	$240k		1.1k	228.92	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$232k		2.8k	82.33	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$228k	NEW	1.4k	168.77	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$227k		2.9k	78.81	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$227k		3.8k	59.67	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$227k		5.1k	44.47	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$225k		1.1k	210.34	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$224k		4.2k	54.05	View chart
Spdr Series Trust State Street Spd (SMLV)	0.1	$223k	-8%	1.7k	131.13	View chart
Bristol Myers Squibb (BMY)	0.1	$223k	-23%	4.1k	53.94	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$222k		2.9k	77.03	View chart
Spdr Series Trust State Street Spd (XBI)	0.1	$222k	NEW	1.8k	121.94	View chart
Target Corporation (TGT)	0.1	$218k	NEW	2.2k	97.75	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$216k		4.9k	44.41	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$213k		7.8k	27.21	View chart
3M Company (MMM)	0.0	$213k		1.3k	160.10	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$212k		3.1k	68.11	View chart
Spdr Series Trust State Street Spd (SPSB)	0.0	$211k		7.0k	30.20	View chart
United Parcel Service CL B (UPS)	0.0	$211k	-32%	2.1k	99.19	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$207k		2.5k	82.82	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.0	$202k		5.7k	35.22	View chart
Guggenheim Active Alloc Common Stock (GUG)	0.0	$190k	NEW	12k	15.33	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN)	0.0	$101k		20k	5.16	View chart
Aberdeen Income Cred Strat (ACP)	0.0	$73k		14k	5.41	View chart
Western Asst High Incm Opprtnty Fnd (HIO)	0.0	$37k	-54%	10k	3.71	View chart
Geron Corporation (GERN)	0.0	$34k		26k	1.32	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 Q4 filed Jan. 23, 2026
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

View all past filings

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