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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 22.10% of High Net Worth Advisory Group's stock portfolio.
Added to shares of these 10 stocks: VUG (+$6.7M), VGT, MGK, HDV, VO, AMAT, ROK, CSHI, OKTA, CGBL.
Started 19 new stock positions in HOLA, AMAT, PANW, SNDK, NOW, PLTR, IQV, ROK, WDC, MMM. CGMM, EQ, TXN, OKTA, MAR, CALF, RVMD, SMH, BND.
Reduced shares in these 10 stocks: HUBS, JEPI, ACLX, VOT, , XOM, IBM, TSLA, Honeywell International, IJH.
Sold out of its positions in ACLX, COP, GD, Honeywell International, HUBS, IVW, JAAA, KR, SWK, VGSH. HIO, ZTS, NKLR.
High Net Worth Advisory Group was a net buyer of stock by $23M.
High Net Worth Advisory Group has $471M in assets under management (AUM), dropping by 9.78%.
Central Index Key (CIK): 0001919142

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Portfolio Holdings for High Net Worth Advisory Group

High Net Worth Advisory Group holds 250 positions in its portfolio as reported in the June 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)	6.8	$32M		47k	686.82	View chart
NVIDIA Corporation (NVDA)	4.7	$22M		111k	200.09	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.9	$18M		78k	236.62	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.5	$17M		104k	158.03	View chart
Apple (AAPL)	3.2	$15M		51k	289.36	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.0	$14M		140k	98.98	View chart
Capital Group Core Balanced SHS (CGBL)	2.7	$13M	+4%	331k	37.96	View chart
Abbvie (ABBV)	2.4	$11M		45k	251.64	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.8	$8.3M	-9%	148k	56.48	View chart
Vanguard Index Fds Growth Etf (VUG)	1.7	$8.0M	+506%	93k	86.14	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.7	$8.0M		11k	746.82	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.6	$7.5M		238k	31.71	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	1.5	$6.9M	-2%	112k	61.46	View chart
Amazon (AMZN)	1.4	$6.4M	+3%	27k	238.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$5.8M		16k	370.05	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.2	$5.7M	+5%	58k	98.20	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.2	$5.6M		60k	93.38	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.2	$5.5M		61k	90.10	View chart
Vanguard World Inf Tech Etf (VGT)	1.2	$5.5M	+711%	46k	119.52	View chart
Amgen (AMGN)	1.2	$5.5M		15k	362.14	View chart
Ishares Tr Msci Usa Min Etf (USMV)	1.1	$5.3M		55k	96.46	View chart
Microsoft Corporation (MSFT)	1.1	$5.2M	+10%	14k	373.03	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$5.1M		53k	96.58	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	1.0	$4.7M		184k	25.44	View chart
Parker-Hannifin Corporation (PH)	1.0	$4.6M		4.7k	978.12	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.9	$4.4M	+2%	83k	53.09	View chart
Vanguard World Mega Grwth Ind (MGK)	0.8	$4.0M	+408%	45k	87.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$3.8M	-7%	50k	77.11	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$3.7M	+5%	10k	353.35	View chart
Pepsi (PEP)	0.7	$3.5M		26k	135.40	View chart
Home Depot (HD)	0.7	$3.4M	-2%	9.8k	352.70	View chart
Ishares Tr Select Divid Etf (DVY)	0.7	$3.4M		22k	156.30	View chart
Exxon Mobil Corporation (XOM)	0.7	$3.4M	-10%	25k	136.72	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.7	$3.4M	-2%	82k	41.10	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$3.3M		15k	217.93	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$3.2M	+268%	40k	80.57	View chart
Abbott Laboratories (ABT)	0.7	$3.2M		36k	90.74	View chart
JPMorgan Chase & Co. (JPM)	0.7	$3.1M		9.5k	327.34	View chart
Ishares Tr Core High Dv Etf (HDV)	0.7	$3.1M	+396%	112k	27.41	View chart
Wal-Mart Stores (WMT)	0.6	$3.0M	+6%	26k	113.26	View chart
Meta Platforms Cl A (META)	0.6	$2.8M	-2%	5.0k	563.32	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$2.8M	+19%	55k	50.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$2.7M		7.7k	357.39	View chart
Eli Lilly & Co. (LLY)	0.6	$2.7M	-6%	2.3k	1199.52	View chart
Caterpillar (CAT)	0.6	$2.7M	-5%	2.5k	1065.16	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$2.6M	-4%	32k	82.84	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.6	$2.6M	+13%	47k	55.57	View chart
Ishares Tr Core 30 70 Etf (AOK)	0.6	$2.6M	+10%	63k	41.48	View chart
Tesla Motors (TSLA)	0.5	$2.6M	-11%	6.2k	420.60	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.5	$2.5M	-2%	34k	74.90	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.5	$2.5M	+6%	51k	49.28	View chart
Costco Wholesale Corporation (COST)	0.5	$2.4M		2.6k	935.65	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$2.4M		38k	62.20	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.5	$2.3M		100k	22.90	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$2.2M	-2%	15k	148.31	View chart
Raymond James Financial (RJF)	0.5	$2.1M		14k	152.03	View chart
Merck & Co (MRK)	0.4	$2.0M	+2%	16k	128.50	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.9M	+15%	5.1k	368.38	View chart
Johnson & Johnson (JNJ)	0.4	$1.9M	+2%	7.4k	253.99	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.4	$1.9M	+18%	37k	49.89	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$1.8M	-3%	6.0k	303.16	View chart
Ishares Tr Broad Usd High (USHY)	0.4	$1.8M		48k	37.02	View chart
Vanguard World Health Car Etf (VHT)	0.4	$1.7M	-3%	5.7k	299.03	View chart
Neos Etf Trust Russ 2000 Hi Etf (IWMI)	0.4	$1.7M		31k	53.52	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$1.6M		3.1k	522.40	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$1.6M	+47%	8.5k	190.52	View chart
Cisco Systems (CSCO)	0.3	$1.6M		14k	117.46	View chart
Procter & Gamble Company (PG)	0.3	$1.6M		11k	146.65	View chart
Coca-Cola Company (KO)	0.3	$1.6M		20k	81.27	View chart
Chevron Corporation (CVX)	0.3	$1.6M	-12%	9.5k	165.76	View chart
Southern Company (SO)	0.3	$1.5M		16k	95.71	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.3	$1.5M		151k	9.81	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$1.4M		19k	75.79	View chart
Philip Morris International (PM)	0.3	$1.4M		8.0k	180.91	View chart
Nuveen Mun High Income Opp F (NMZ)	0.3	$1.4M	-2%	136k	10.57	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$1.4M		8.8k	163.46	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.3	$1.4M	+78%	28k	49.81	View chart
Corning Incorporated (GLW)	0.3	$1.4M	+18%	5.5k	255.43	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.3	$1.4M	+4%	25k	56.79	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.4M	+2%	7.3k	189.75	View chart
Trane Technologies SHS (TT)	0.3	$1.3M	+5%	2.7k	491.16	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.3	$1.3M		8.8k	152.19	View chart
Bank of America Corporation (BAC)	0.3	$1.3M		23k	56.98	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$1.3M		5.4k	243.03	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.3M		12k	103.88	View chart
Ge Vernova (GEV)	0.3	$1.3M		1.1k	1175.91	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.3	$1.2M	+2%	18k	69.50	View chart
Nebius Group Shs Class A (NBIS)	0.3	$1.2M	-18%	4.5k	276.17	View chart
Goldman Sachs (GS)	0.3	$1.2M	-8%	1.2k	1012.07	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$1.2M		3.5k	343.98	View chart
Nuveen Muni Value Fund (NUV)	0.3	$1.2M	+5%	130k	9.22	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.2	$1.2M	+11%	12k	97.60	View chart
Waste Management (WM)	0.2	$1.2M		5.2k	222.89	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$1.2M		19k	60.29	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$1.2M		22k	53.11	View chart
Global X Fds Russell 2000 (RYLD)	0.2	$1.1M		72k	15.99	View chart
Advanced Micro Devices (AMD)	0.2	$1.1M	+35%	1.9k	580.91	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$1.1M		13k	85.49	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.2	$1.1M		23k	48.49	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.1M		18k	59.69	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$1.1M		7.9k	136.68	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$1.1M	-33%	3.5k	306.30	View chart
Broadcom (AVGO)	0.2	$1.1M	+4%	2.8k	377.77	View chart
International Business Machines (IBM)	0.2	$1.1M	-25%	3.7k	281.21	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$1.0M		20k	50.66	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$1.0M	-5%	12k	82.65	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.2	$989k		13k	75.25	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.2	$982k	+25%	23k	43.30	View chart
Eaton Corp SHS (ETN)	0.2	$958k		2.2k	426.12	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$939k		9.5k	98.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$920k		1.8k	500.39	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.2	$915k		20k	45.76	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$901k		13k	72.28	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$890k	-14%	9.2k	96.32	View chart
Spdr Series Trust St Term High Etf (SJNK)	0.2	$876k	-2%	35k	25.03	View chart
Medtronic SHS (MDT)	0.2	$835k	-12%	11k	78.23	View chart
Vanguard World Industrial Etf (VIS)	0.2	$802k	+6%	2.2k	360.50	View chart
Neos Etf Trust Real Est Hig Etf (IYRI)	0.2	$792k		16k	49.11	View chart
W.W. Grainger (GWW)	0.2	$790k		580.00	1361.30	View chart
Moody's Corporation (MCO)	0.2	$788k		1.7k	452.92	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$782k	+8%	15k	51.37	View chart
Lowe's Companies (LOW)	0.2	$781k	-4%	3.5k	220.54	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$762k		1.0k	736.40	View chart
Applied Materials (AMAT)	0.2	$760k	NEW	1.1k	723.00	View chart
Qualcomm (QCOM)	0.2	$747k		4.0k	184.83	View chart
Duke Energy Corp Com New (DUK)	0.2	$738k		5.8k	126.60	View chart
Visa Com Cl A (V)	0.2	$734k	-2%	2.1k	343.16	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.2	$734k		6.4k	114.61	View chart
UnitedHealth (UNH)	0.2	$728k		1.8k	415.76	View chart
J P Morgan Exchange Traded F Equity And Optn (JOYT)	0.2	$726k		13k	56.85	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$703k		35k	20.37	View chart
Nextera Energy (NEE)	0.1	$671k	+61%	7.6k	87.78	View chart
American Electric Power Company (AEP)	0.1	$664k	-2%	4.9k	136.81	View chart
Rockwell Automation (ROK)	0.1	$638k	NEW	1.3k	495.45	View chart
Iron Mountain (IRM)	0.1	$593k		4.7k	126.31	View chart
Wells Fargo & Company (WFC)	0.1	$585k	+35%	7.1k	82.65	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.1	$584k		5.0k	115.99	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$581k		5.4k	107.62	View chart
Ishares Tr Us Regnl Bks Etf (IAT)	0.1	$569k		9.1k	62.21	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$568k		2.5k	227.06	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	0.1	$556k		20k	27.80	View chart
TJX Companies (TJX)	0.1	$548k		3.6k	151.54	View chart
Okta Cl A (OKTA)	0.1	$547k	NEW	4.0k	136.45	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.1	$542k	+125%	12k	47.20	View chart
Belite Bio Sponsored Ads (BLTE)	0.1	$539k		3.5k	153.99	View chart
Spyre Therapeutics Com New (SYRE)	0.1	$533k		6.0k	88.78	View chart
Amphenol Corp Cl A (APH)	0.1	$526k	+9%	3.0k	176.36	View chart
Williams Companies (WMB)	0.1	$524k		7.0k	74.35	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$509k		17k	29.24	View chart
Vanguard World Energy Etf (VDE)	0.1	$508k		3.4k	150.17	View chart
CSX Corporation (CSX)	0.1	$500k		11k	47.53	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$500k		667.00	748.89	View chart
Api Group Corp Com Stk (APG)	0.1	$496k		12k	42.35	View chart
Union Pacific Corporation (UNP)	0.1	$492k	+3%	1.8k	272.13	View chart
Gilead Sciences (GILD)	0.1	$478k		3.8k	126.34	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.1	$478k		10k	47.71	View chart
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ)	0.1	$472k		8.0k	59.31	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.1	$468k	+30%	1.6k	287.78	View chart
Argenx Se Sponsored Adr (ARGX)	0.1	$464k		500.00	927.77	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$460k		4.8k	96.51	View chart
Mastercard Incorporated Cl A (MA)	0.1	$457k	+4%	889.00	513.73	View chart
Alnylam Pharmaceuticals (ALNY)	0.1	$452k		1.5k	301.03	View chart
Cardinal Health (CAH)	0.1	$451k		1.9k	237.56	View chart
Verizon Communications (VZ)	0.1	$445k	-7%	11k	42.34	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$444k		5.3k	83.75	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$442k		4.5k	98.30	View chart
Walt Disney Company (DIS)	0.1	$441k		4.6k	96.27	View chart
PNC Financial Services (PNC)	0.1	$437k	+3%	1.8k	246.24	View chart
Novartis Sponsored Adr (NVS)	0.1	$436k		2.8k	156.72	View chart
Boeing Company (BA)	0.1	$434k		2.0k	216.47	View chart
Fastenal Company (FAST)	0.1	$433k	+2%	9.0k	48.03	View chart
McDonald's Corporation (MCD)	0.1	$432k		1.6k	270.45	View chart
Cytokinetics Com New (CYTK)	0.1	$426k		5.0k	85.19	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$422k		1.4k	300.45	View chart
Marathon Petroleum Corp (MPC)	0.1	$418k	+2%	1.6k	255.67	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$414k		4.6k	89.21	View chart
Ishares Jp Mrgn Em Hi Bd (EMHY)	0.1	$407k		10k	40.66	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$401k		8.8k	45.70	View chart
UMB Financial Corporation (UMBF)	0.1	$400k		2.8k	142.78	View chart
Spdr Series Trust St Str R1k Lowv (LGLV)	0.1	$399k	-4%	2.2k	181.46	View chart
Target Corporation (TGT)	0.1	$397k	+36%	3.0k	130.61	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$392k		557.00	703.34	View chart
Arista Networks Com Shs (ANET)	0.1	$391k		2.3k	169.88	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$389k	+300%	3.1k	124.17	View chart
Revolution Medicines (RVMD)	0.1	$375k	NEW	2.0k	187.28	View chart
Nuvalent Inc-a (NUVL)	0.1	$371k		3.0k	123.50	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$361k	-35%	1.5k	242.58	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.1	$347k		8.7k	40.15	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$345k		4.8k	71.25	View chart
Oneok (OKE)	0.1	$343k		3.9k	86.94	View chart
Teradyne (TER)	0.1	$339k		700.00	483.84	View chart
Oracle Corporation (ORCL)	0.1	$338k	+7%	2.3k	146.57	View chart
Altria (MO)	0.1	$335k	+2%	4.6k	71.95	View chart
Neos Etf Trust Nasdaq 100 Hdgd (QQQH)	0.1	$332k		6.0k	55.84	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$332k		1.3k	264.72	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$331k		6.4k	51.79	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	0.1	$328k	-6%	7.1k	46.04	View chart
Illinois Tool Works (ITW)	0.1	$327k	+2%	1.2k	270.60	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$326k		3.4k	95.98	View chart
Ge Aerospace Com New (GE)	0.1	$320k		856.00	374.13	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$319k		2.5k	127.51	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$317k		2.7k	117.50	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$314k	NEW	4.3k	73.42	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$306k		640.00	477.60	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$295k		4.5k	66.33	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$295k		3.4k	87.71	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.1	$288k		1.8k	158.26	View chart
Western Digital (WDC)	0.1	$288k	NEW	450.00	639.01	View chart
Palo Alto Networks (PANW)	0.1	$286k	NEW	839.00	341.02	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$286k		9.7k	29.43	View chart
Lockheed Martin Corporation (LMT)	0.1	$283k	-3%	556.00	509.46	View chart
Northrop Grumman Corporation (NOC)	0.1	$272k		533.00	509.44	View chart
Constellation Energy (CEG)	0.1	$270k		1.1k	248.37	View chart
Wp Carey (WPC)	0.1	$270k		3.8k	71.50	View chart
National Grid Sponsored Adr Ne (NGG)	0.1	$266k		3.2k	82.87	View chart
Blackrock (BLK)	0.1	$264k	+14%	274.00	964.22	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.1	$264k		3.9k	67.58	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$259k		1.1k	242.43	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$257k		3.8k	67.63	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$257k		1.4k	190.19	View chart
Servicenow (NOW)	0.1	$254k	NEW	2.6k	99.28	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$251k		3.3k	75.51	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$247k		4.9k	50.39	View chart
Truist Financial Corp equities (TFC)	0.1	$247k		5.0k	49.82	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.1	$247k	+22%	25k	9.96	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$244k		7.8k	31.10	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$243k	NEW	371.00	655.89	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$239k	-13%	1.3k	190.78	View chart
Bristol Myers Squibb (BMY)	0.0	$231k		4.0k	57.62	View chart
Equinix (EQIX)	0.0	$229k	+5%	219.00	1044.45	View chart
Sandisk Corp (SNDK)	0.0	$227k	NEW	100.00	2273.73	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$225k		2.9k	77.91	View chart
Marriott Intl Cl A (MAR)	0.0	$222k	NEW	600.00	370.59	View chart
Iqvia Holdings (IQV)	0.0	$222k	NEW	1.2k	193.22	View chart
Texas Instruments Incorporated (TXN)	0.0	$219k	NEW	733.00	298.43	View chart
United Parcel Svcs CL B (UPS)	0.0	$218k	-4%	2.0k	107.50	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.0	$218k	NEW	4.3k	50.61	View chart
3M Company (MMM)	0.0	$215k	NEW	1.3k	161.91	View chart
Palantir Technologies Cl A (PLTR)	0.0	$214k	NEW	1.8k	116.67	View chart
At&t (T)	0.0	$211k		10k	20.70	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.0	$210k		7.0k	30.01	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	0.0	$210k	NEW	6.4k	32.97	View chart
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)	0.0	$209k	NEW	3.8k	55.37	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$205k		2.5k	82.11	View chart
Guggenheim Active Alloc Common Stock (GUG)	0.0	$204k		13k	15.98	View chart
Advent Claymore Convertible Sec & Inc (AVK)	0.0	$182k		14k	13.10	View chart
Equillium (EQ)	0.0	$107k	NEW	34k	3.20	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN)	0.0	$94k		20k	4.84	View chart
Aberdeen Income Cred Strat (ACP)	0.0	$70k		14k	5.20	View chart
Geron Corporation (GERN)	0.0	$33k		26k	1.28	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 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
High Net Worth Advisory Group 2022 Q3 filed Oct. 24, 2022

View all past filings

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