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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, AAPL, VYM, and represent 22.85% of High Net Worth Advisory Group's stock portfolio.
Added to shares of these 10 stocks: CSHI, CRWD, RMOP, SPCX, VTEL, SMH, BALI, MU, VPLS, CGBL.
Started 12 new stock positions in PSX, IGV, SMLV, DHR, GOF, BALI, VTEL, MU, ARKK, RMOP. VPLS, SPCX.
Reduced shares in these 10 stocks: , VOO, ROK, VTEB, AGG, NUVL, Oneok, BND, IJH, COST.
Sold out of its positions in CGMM, Exxon Mobil Corporation, GGN, NUVL, Oneok, ROK, SNDK, UPS, BND.
High Net Worth Advisory Group was a net buyer of stock by $2.4M.
High Net Worth Advisory Group has $476M in assets under management (AUM), dropping by 1.20%.
Central Index Key (CIK): 0001919142

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Portfolio Holdings for High Net Worth Advisory Group

High Net Worth Advisory Group holds 253 positions in its portfolio as reported in the September 2026 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	$32M	-3%	45k	700.87	View chart
NVIDIA Corporation (NVDA)	5.4	$26M		112k	228.38	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.8	$18M		78k	233.31	View chart
Apple (AAPL)	3.6	$17M		51k	333.02	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.4	$16M		106k	155.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.7	$13M	-3%	135k	94.54	View chart
Capital Group Core Balanced SHS (CGBL)	2.6	$13M	+2%	340k	36.75	View chart
Abbvie (ABBV)	2.5	$12M		45k	261.59	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	1.7	$8.3M		92k	90.11	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.7	$8.3M		147k	56.22	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.7	$8.1M		11k	762.65	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.6	$7.8M		240k	32.53	View chart
Microsoft Corporation (MSFT)	1.5	$7.2M		14k	512.91	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	1.4	$6.9M		112k	61.26	View chart
Amazon (AMZN)	1.4	$6.6M		26k	249.15	View chart
Amgen (AMGN)	1.3	$6.4M		15k	421.52	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.3	$6.1M	+3%	61k	101.13	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	1.3	$6.0M	+2%	16k	374.26	View chart
Vanguard World Inf Tech Etf (VGT)	1.2	$5.7M		46k	125.67	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.2	$5.7M		60k	94.42	View chart
Ishares Tr Msci Usa Min Etf (USMV)	1.1	$5.3M		55k	97.44	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.1	$5.0M	-2%	60k	84.08	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$5.0M	-3%	51k	96.88	View chart
Parker-Hannifin Corporation (PH)	0.9	$4.5M		4.7k	955.42	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.9	$4.4M		82k	53.17	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.9	$4.3M		184k	23.47	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.9	$4.3M		46k	92.65	View chart
Meta Platforms Cl A (META)	0.8	$3.7M	+2%	5.1k	725.28	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$3.7M	+3%	11k	340.74	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.8	$3.6M	+4%	85k	42.27	View chart
Abbott Laboratories (ABT)	0.7	$3.5M		36k	98.83	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.7	$3.4M	+2%	16k	216.08	View chart
Ishares Tr Select Divid Etf (DVY)	0.7	$3.3M		22k	152.07	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$3.3M	-7%	46k	71.95	View chart
Ishares Tr Core High Dv Etf (HDV)	0.7	$3.3M	+4%	117k	27.96	View chart
Pepsi (PEP)	0.7	$3.3M		26k	126.72	View chart
JPMorgan Chase & Co. (JPM)	0.7	$3.2M		9.6k	330.84	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.6	$3.0M	-5%	38k	78.42	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.6	$2.9M	+106%	58k	49.71	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$2.8M	+4%	8.0k	344.12	View chart
Eli Lilly & Co. (LLY)	0.6	$2.7M	+4%	2.4k	1157.12	View chart
Wal-Mart Stores (WMT)	0.6	$2.7M		26k	103.92	View chart
Ishares Tr Core 30 70 Etf (AOK)	0.6	$2.6M	+4%	65k	40.33	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.6	$2.6M		47k	55.83	View chart
Home Depot (HD)	0.5	$2.6M	-6%	9.1k	284.51	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$2.5M		38k	66.76	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.5	$2.5M	+2%	52k	48.85	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$2.4M	-5%	30k	81.16	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.5	$2.4M		33k	70.51	View chart
Merck & Co (MRK)	0.5	$2.3M		16k	145.31	View chart
Raymond James Financial (RJF)	0.5	$2.2M		14k	158.02	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.5	$2.2M		100k	21.92	View chart
Tesla Motors (TSLA)	0.5	$2.2M		6.1k	354.81	View chart
Costco Wholesale Corporation (COST)	0.4	$2.1M	-10%	2.3k	910.55	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$2.1M	-21%	44k	47.36	View chart
Caterpillar (CAT)	0.4	$2.1M		2.5k	811.05	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$2.0M		5.2k	380.84	View chart
Johnson & Johnson (JNJ)	0.4	$2.0M		7.4k	264.75	View chart
Chevron Corporation (CVX)	0.4	$2.0M		9.6k	204.21	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.4	$2.0M	+8%	40k	48.74	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$1.9M	-4%	14k	136.05	View chart
Vanguard World Health Car Etf (VHT)	0.4	$1.8M	+2%	5.8k	316.10	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.4	$1.8M	+7%	9.1k	195.76	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.4	$1.7M		6.1k	284.50	View chart
Coca-Cola Company (KO)	0.4	$1.7M		20k	86.08	View chart
Ishares Tr Broad Usd High (USHY)	0.3	$1.7M	-3%	47k	35.72	View chart
Procter & Gamble Company (PG)	0.3	$1.6M	+4%	11k	145.29	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$1.6M		3.1k	508.70	View chart
Philip Morris International (PM)	0.3	$1.5M		8.0k	190.82	View chart
Cisco Systems (CSCO)	0.3	$1.5M		14k	107.63	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$1.4M		19k	75.39	View chart
Vanguard World Mrngstr Val Etf (MGV)	0.3	$1.4M		8.9k	161.10	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.4M	+5%	7.7k	185.66	View chart
Neos Etf Trust Russ 2000 Hi Etf (IWMI)	0.3	$1.4M	-6%	29k	48.97	View chart
Nuveen Mun High Income Opp F (NMZ)	0.3	$1.4M	+15%	157k	8.96	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.3	$1.4M		148k	9.41	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.3	$1.3M		22k	61.50	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$1.3M	+298%	5.0k	264.75	View chart
Nuveen Muni Value Fund (NUV)	0.3	$1.3M	+21%	159k	8.29	View chart
Southern Company (SO)	0.3	$1.3M		16k	82.89	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.3	$1.3M	-4%	24k	55.55	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.3	$1.3M		8.8k	146.50	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.3M		12k	103.89	View chart
Bank of America Corporation (BAC)	0.3	$1.3M		23k	54.43	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.3	$1.3M		5.5k	231.06	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.3	$1.2M		18k	68.52	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.3	$1.2M		3.5k	351.85	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.2	$1.2M		12k	97.27	View chart
Trane Technologies SHS (TT)	0.2	$1.2M	-5%	2.6k	451.98	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$1.2M		19k	60.73	View chart
Advanced Micro Devices (AMD)	0.2	$1.2M	-2%	1.9k	611.76	View chart
Global X Fds Russell 2000 (RYLD)	0.2	$1.1M	+2%	73k	15.47	View chart
Nebius Group Shs Class A (NBIS)	0.2	$1.1M	+7%	4.8k	235.88	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$1.1M		13k	84.96	View chart
Ge Vernova (GEV)	0.2	$1.1M	+9%	1.2k	950.70	View chart
Goldman Sachs (GS)	0.2	$1.1M		1.2k	900.47	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.1M		18k	59.31	View chart
Waste Management (WM)	0.2	$1.1M		5.2k	203.93	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.2	$1.0M		23k	44.75	View chart
Vanguard Index Fds MRNGSTR MD CP GR (VOT)	0.2	$1.0M		3.5k	292.15	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.2	$1.0M		23k	44.85	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$1.0M		7.9k	128.10	View chart
Tidal Trust Iii Rockefeller Opp (RMOP)	0.2	$982k	NEW	42k	23.42	View chart
Eaton Corp SHS (ETN)	0.2	$966k		2.2k	429.71	View chart
Broadcom (AVGO)	0.2	$954k	-3%	2.7k	351.22	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$952k		20k	47.58	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$922k		13k	73.80	View chart
Medtronic SHS (MDT)	0.2	$921k		11k	86.29	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$920k		9.5k	96.58	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$916k		1.8k	497.95	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.2	$913k		13k	68.50	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.2	$903k	NEW	6.0k	150.86	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$898k		9.2k	97.20	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$896k	-6%	11k	78.31	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.2	$852k		20k	42.59	View chart
Spdr Series Trust St Term High Etf (SJNK)	0.2	$849k		35k	24.25	View chart
Corning Incorporated (GLW)	0.2	$844k		5.5k	153.76	View chart
Union Pacific Corporation (UNP)	0.2	$832k	+68%	3.1k	272.14	View chart
International Business Machines (IBM)	0.2	$821k		3.7k	219.93	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$798k	+253%	1.3k	609.00	View chart
Vanguard Mun Bd Fds Long Term Tax Ex (VTEL)	0.2	$791k	NEW	8.2k	96.08	View chart
Moody's Corporation (MCO)	0.2	$790k		1.7k	454.13	View chart
Marathon Petroleum Corp (MPC)	0.2	$770k	+19%	1.9k	395.42	View chart
Visa Com Cl A (V)	0.2	$767k		2.1k	359.40	View chart
J P Morgan Exchange Traded F Equity And Optn (JOYT)	0.2	$757k		13k	59.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$752k		1.0k	739.77	View chart
Vanguard World Industrial Etf (VIS)	0.2	$750k	+5%	2.3k	320.51	View chart
Qualcomm (QCOM)	0.2	$745k		4.0k	184.07	View chart
Neos Etf Trust Real Est Hig Etf (IYRI)	0.2	$729k		16k	45.21	View chart
W.W. Grainger (GWW)	0.2	$717k		575.00	1246.72	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.1	$671k	+23%	14k	47.43	View chart
Duke Energy Corp Com New (DUK)	0.1	$667k		5.9k	114.03	View chart
Lowe's Companies (LOW)	0.1	$654k		3.5k	184.34	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$645k		6.4k	100.84	View chart
UnitedHealth (UNH)	0.1	$645k		1.8k	367.22	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$634k	-12%	13k	47.86	View chart
Nextera Energy (NEE)	0.1	$620k	+7%	8.2k	75.74	View chart
Okta Cl A (OKTA)	0.1	$609k	-27%	2.9k	209.11	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$603k	-14%	30k	20.43	View chart
Belite Bio Sponsored Ads (BLTE)	0.1	$594k		3.5k	169.82	View chart
Vanguard World Energy Etf (VDE)	0.1	$586k		3.4k	172.20	View chart
American Electric Power Company (AEP)	0.1	$576k		4.9k	118.64	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$571k		2.5k	228.28	View chart
Wells Fargo & Company (WFC)	0.1	$569k		7.1k	80.05	View chart
Gilead Sciences (GILD)	0.1	$564k		3.8k	149.05	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	0.1	$559k		20k	27.96	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$549k	+7%	717.00	765.85	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$546k		5.4k	101.10	View chart
Applied Materials (AMAT)	0.1	$538k		1.1k	511.38	View chart
Spyre Therapeutics Com New (SYRE)	0.1	$534k		6.0k	89.03	View chart
Verizon Communications (VZ)	0.1	$528k	+9%	12k	45.87	View chart
Ishares Tr Us Regnl Bks Etf (IAT)	0.1	$523k		9.1k	57.22	View chart
Iron Mountain (IRM)	0.1	$521k		4.7k	110.95	View chart
Amphenol Corp Cl A (APH)	0.1	$504k	+100%	6.0k	84.30	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$501k	+11%	5.3k	94.04	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.1	$492k	+8%	11k	45.37	View chart
Mastercard Incorporated Cl A (MA)	0.1	$491k		890.00	551.47	View chart
CSX Corporation (CSX)	0.1	$489k		11k	46.51	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$484k		17k	27.81	View chart
Walt Disney Company (DIS)	0.1	$481k		4.6k	104.91	View chart
Argenx Se Sponsored Adr (ARGX)	0.1	$480k		500.00	958.91	View chart
Williams Companies (WMB)	0.1	$479k		7.0k	67.97	View chart
Target Corporation (TGT)	0.1	$478k		3.0k	156.73	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$469k	+12%	5.2k	90.12	View chart
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ)	0.1	$461k		8.0k	57.98	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.1	$456k	NEW	13k	34.46	View chart
TJX Companies (TJX)	0.1	$455k	-4%	3.4k	132.35	View chart
Api Group Corp Com Stk (APG)	0.1	$452k		12k	38.60	View chart
Arista Networks Com Shs (ANET)	0.1	$448k	-4%	2.2k	203.59	View chart
Fastenal Company (FAST)	0.1	$446k		9.0k	49.53	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$440k		5.3k	82.97	View chart
Micron Technology (MU)	0.1	$426k	NEW	400.00	1065.11	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.1	$424k		1.6k	260.59	View chart
Cardinal Health (CAH)	0.1	$423k		1.9k	222.50	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$423k		4.5k	93.89	View chart
Oracle Corporation (ORCL)	0.1	$420k	+32%	3.1k	137.34	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$413k		8.9k	46.49	View chart
Revolution Medicines (RVMD)	0.1	$411k		2.0k	205.26	View chart
Palantir Technologies Cl A (PLTR)	0.1	$399k	+16%	2.1k	187.05	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.1	$397k	+14%	9.9k	39.88	View chart
Novartis Sponsored Adr (NVS)	0.1	$396k		2.8k	142.57	View chart
PNC Financial Services (PNC)	0.1	$394k		1.8k	222.28	View chart
Boeing Company (BA)	0.1	$394k	+5%	2.1k	186.05	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$393k		3.1k	125.26	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$390k		1.4k	277.89	View chart
Ishares Jp Mrgn Em Hi Bd (EMHY)	0.1	$387k		10k	38.74	View chart
Spdr Series Trust St Str R1k Lowv (LGLV)	0.1	$384k		2.2k	174.31	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$382k	+11%	5.4k	70.62	View chart
Alnylam Pharmaceuticals (ALNY)	0.1	$370k		1.5k	246.74	View chart
McDonald's Corporation (MCD)	0.1	$369k		1.6k	230.95	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.1	$368k	-29%	3.6k	103.47	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$366k		557.00	656.71	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$366k		3.4k	107.54	View chart
UMB Financial Corporation (UMBF)	0.1	$365k		2.8k	130.05	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.1	$356k	NEW	4.8k	74.02	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$348k	-3%	1.2k	288.45	View chart
Servicenow (NOW)	0.1	$341k		2.5k	134.01	View chart
Palo Alto Networks (PANW)	0.1	$333k		839.00	397.31	View chart
Neos Etf Trust Nasdaq 100 Hdgd (QQQH)	0.1	$331k		6.0k	55.54	View chart
Cytokinetics Com New (CYTK)	0.1	$330k		5.0k	65.91	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$325k		6.3k	51.77	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	0.1	$316k		7.1k	44.49	View chart
Lockheed Martin Corporation (LMT)	0.1	$316k	+11%	621.00	509.25	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$314k		2.5k	125.66	View chart
Altria (MO)	0.1	$313k		4.6k	67.34	View chart
Illinois Tool Works (ITW)	0.1	$311k		1.2k	257.41	View chart
Iqvia Holdings (IQV)	0.1	$309k		1.2k	268.85	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$308k		1.5k	207.21	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$305k	NEW	3.4k	89.10	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$305k		3.3k	91.12	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$296k		2.7k	109.61	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$292k		640.00	456.22	View chart
Phillips 66 (PSX)	0.1	$289k	NEW	1.1k	255.42	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.1	$287k		1.8k	157.69	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$284k		1.4k	210.53	View chart
Teradyne (TER)	0.1	$281k		700.00	400.91	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$280k		4.5k	62.97	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.1	$270k		3.9k	69.17	View chart
Ge Aerospace Com New (GE)	0.1	$268k		857.00	312.51	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$265k		1.1k	247.93	View chart
Blackrock (BLK)	0.1	$264k	-9%	249.00	1061.05	View chart
Constellation Energy (CEG)	0.1	$263k	-4%	1.0k	254.02	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$260k		3.3k	78.10	View chart
Northrop Grumman Corporation (NOC)	0.1	$259k		534.00	484.21	View chart
Bristol Myers Squibb (BMY)	0.1	$250k		4.0k	62.40	View chart
At&t (T)	0.1	$249k		10k	24.40	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$246k		7.8k	31.47	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$246k		4.9k	50.21	View chart
Wp Carey (WPC)	0.1	$244k		3.8k	64.63	View chart
National Grid Sponsored Adr Ne (NGG)	0.1	$243k		3.2k	75.82	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$239k		3.8k	62.90	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$234k	+6%	3.1k	76.40	View chart
Truist Financial Corp equities (TFC)	0.0	$230k		5.0k	46.30	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.0	$229k		4.3k	53.28	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$226k	-22%	7.5k	30.00	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.0	$225k		25k	9.07	View chart
Equinix (EQIX)	0.0	$222k		219.00	1013.58	View chart
Danaher Corporation (DHR)	0.0	$222k	NEW	1.0k	221.55	View chart
3M Company (MMM)	0.0	$218k		1.3k	164.15	View chart
Marriott Intl Cl A (MAR)	0.0	$213k		600.00	355.67	View chart
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)	0.0	$209k		3.8k	55.27	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.0	$207k		7.0k	29.59	View chart
Texas Instruments Incorporated (TXN)	0.0	$206k		733.00	280.43	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$205k	NEW	1.9k	106.50	View chart
Western Digital (WDC)	0.0	$205k		450.00	454.72	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$203k		2.5k	81.20	View chart
Spdr Series Trust St Str R2k Lowv (SMLV)	0.0	$200k	NEW	1.3k	150.03	View chart
Guggenheim Active Alloc Common Stock (GUG)	0.0	$183k		13k	14.15	View chart
Advent Claymore Convertible Sec & Inc (AVK)	0.0	$161k		14k	11.46	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.0	$107k	NEW	13k	8.51	View chart
Aberdeen Income Cred Strat (ACP)	0.0	$60k		14k	4.45	View chart
Equillium (EQ)	0.0	$54k		33k	1.62	View chart
Geron Corporation (GERN)	0.0	$31k		26k	1.23	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 2026 Q3 filed Oct. 26, 2026
High Net Worth Advisory Group 2026 Q2 filed July 29, 2026
High Net Worth Advisory Group 2026 Q1 filed April 17, 2026
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

View all past filings

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