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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, AGG, and represent 21.74% of High Net Worth Advisory Group's stock portfolio.
Added to shares of these 10 stocks: CGBL, VDE, AOK, AOR, ITA, AOA, AOM, APG, VOO, SYRE.
Started 13 new stock positions in TSM, SYRE, GD, AVK, KR, COP, NKLR, ITA, VDE, APG. HELO, TER, EQIX.
Reduced shares in these 10 stocks: CEG, VOT, AMZN, AAPL, SPLV, IQV, OKLO, Avidity Biosciences Ord, NFLX, DHR.
Sold out of its positions in OKLO, Avidity Biosciences Ord, DHR, IQV, INDA, MKC, NFLX, SMLV, MMM.
High Net Worth Advisory Group was a net buyer of stock by $2.3M.
High Net Worth Advisory Group has $429M in assets under management (AUM), dropping by -1.18%.
Central Index Key (CIK): 0001919142

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Portfolio Holdings for High Net Worth Advisory Group

High Net Worth Advisory Group holds 244 positions in its portfolio as reported in the March 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)	6.5	$28M		47k	597.55	View chart
NVIDIA Corporation (NVDA)	4.5	$19M		111k	174.40	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.9	$17M		77k	215.06	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.6	$15M		104k	148.10	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.2	$14M		139k	99.27	View chart
Apple (AAPL)	3.0	$13M	-3%	52k	253.79	View chart
Capital Group Core Balanced SHS (CGBL)	2.5	$11M	+7%	317k	34.41	View chart
Abbvie (ABBV)	2.3	$9.9M		45k	217.49	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.2	$9.3M		164k	56.68	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.7	$7.2M		234k	30.68	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.6	$7.1M		11k	650.35	View chart
Vanguard Index Fds Growth Etf (VUG)	1.6	$6.7M		15k	436.81	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	1.5	$6.4M	+2%	115k	55.52	View chart
Amazon (AMZN)	1.3	$5.4M	-7%	26k	208.27	View chart
Amgen (AMGN)	1.2	$5.3M		15k	351.87	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.2	$5.2M	+3%	59k	88.46	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.2	$5.2M		55k	94.24	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.2	$5.2M	-2%	56k	92.74	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$5.0M	-2%	16k	320.81	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$4.8M		53k	90.53	View chart
Exxon Mobil Corporation (XOM)	1.1	$4.7M		28k	169.67	View chart
Microsoft Corporation (MSFT)	1.1	$4.6M		13k	370.17	View chart
Spdr Series Trust State Street Spd (HYMB)	1.1	$4.6M		187k	24.80	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.1	$4.6M	-2%	61k	75.19	View chart
Parker-Hannifin Corporation (PH)	1.0	$4.2M		4.7k	895.24	View chart
Pepsi (PEP)	0.9	$4.0M		26k	155.29	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.9	$4.0M	+2%	82k	49.37	View chart
Vanguard World Inf Tech Etf (VGT)	0.9	$4.0M	-3%	5.7k	697.74	View chart
Abbott Laboratories (ABT)	0.9	$3.7M		36k	102.67	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$3.6M	-4%	53k	67.53	View chart
Ishares Tr Select Divid Etf (DVY)	0.8	$3.3M		22k	151.41	View chart
Home Depot (HD)	0.8	$3.3M		10k	328.89	View chart
Vanguard World Mega Grwth Ind (MGK)	0.8	$3.3M	-5%	8.9k	367.46	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$3.1M		11k	287.19	View chart
Ishares Tr Core High Dv Etf (HDV)	0.7	$3.1M		23k	135.72	View chart
Wal-Mart Stores (WMT)	0.7	$3.0M		25k	124.28	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.7	$3.0M	-4%	84k	35.59	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$3.0M	+2%	15k	196.21	View chart
Meta Platforms Cl A (META)	0.7	$2.9M	-3%	5.1k	572.20	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$2.8M		9.9k	286.86	View chart
JPMorgan Chase & Co. (JPM)	0.6	$2.8M	-5%	9.4k	294.16	View chart
Tesla Motors (TSLA)	0.6	$2.6M	+3%	7.0k	371.75	View chart
Costco Wholesale Corporation (COST)	0.6	$2.6M		2.6k	996.56	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.6	$2.5M	-12%	34k	73.14	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.6	$2.4M		38k	62.56	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$2.3M		33k	69.75	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$2.3M	+9%	46k	49.89	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.5	$2.3M		100k	22.66	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.5	$2.3M	+29%	57k	39.89	View chart
Chevron Corporation (CVX)	0.5	$2.2M		11k	206.90	View chart
Eli Lilly & Co. (LLY)	0.5	$2.2M		2.4k	919.87	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$2.2M	-5%	7.6k	287.59	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.5	$2.1M	+4%	41k	50.04	View chart
Raymond James Financial (RJF)	0.5	$2.1M	+2%	14k	144.80	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.5	$2.0M	+12%	48k	42.54	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.9M		4.4k	430.29	View chart
Caterpillar (CAT)	0.4	$1.9M	-5%	2.7k	708.58	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$1.9M	-5%	15k	124.31	View chart
Merck & Co (MRK)	0.4	$1.8M		15k	120.29	View chart
Johnson & Johnson (JNJ)	0.4	$1.8M	+2%	7.2k	244.46	View chart
Ishares Tr Broad Usd High (USHY)	0.4	$1.8M		48k	36.84	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$1.6M	-2%	6.2k	261.94	View chart
Vanguard World Health Car Etf (VHT)	0.4	$1.6M		5.8k	272.37	View chart
Procter & Gamble Company (PG)	0.4	$1.6M		11k	144.44	View chart
Hubspot (HUBS)	0.4	$1.6M		6.4k	244.10	View chart
Southern Company (SO)	0.4	$1.5M		16k	96.52	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.3	$1.5M	+49%	32k	47.37	View chart
Coca-Cola Company (KO)	0.3	$1.5M		19k	76.05	View chart
Neos Etf Trust Russell 2000 Hig (IWMI)	0.3	$1.5M		31k	47.40	View chart
Nuveen Mun High Income Opp F (NMZ)	0.3	$1.5M	-7%	140k	10.38	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$1.4M		3.0k	463.28	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.4M		7.2k	192.91	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$1.3M		19k	70.18	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$1.3M	-24%	5.2k	257.37	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$1.3M	-4%	22k	61.26	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.3	$1.3M		152k	8.66	View chart
Philip Morris International (PM)	0.3	$1.3M		7.9k	165.34	View chart
Spdr Series Trust State Street Spd (SDY)	0.3	$1.3M		8.8k	145.94	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$1.3M		8.8k	144.96	View chart
International Business Machines (IBM)	0.3	$1.2M	-13%	5.0k	242.39	View chart
Waste Management (WM)	0.3	$1.2M	+5%	5.2k	229.81	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.2M		12k	97.13	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.3	$1.2M	+5%	24k	49.69	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$1.2M	+4%	5.3k	217.25	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.3	$1.1M	+83%	18k	64.35	View chart
Goldman Sachs (GS)	0.3	$1.1M	-8%	1.3k	846.00	View chart
Bank of America Corporation (BAC)	0.3	$1.1M		23k	48.75	View chart
Nuveen Muni Value Fund (NUV)	0.3	$1.1M	+29%	123k	8.99	View chart
Trane Technologies SHS (TT)	0.3	$1.1M		2.6k	416.74	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$1.1M	-2%	13k	82.75	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.2	$1.1M		22k	47.54	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$1.1M		19k	55.24	View chart
Cisco Systems (CSCO)	0.2	$1.1M		14k	77.59	View chart
Global X Fds Russell 2000 (RYLD)	0.2	$1.1M	-10%	71k	14.95	View chart
Medtronic SHS (MDT)	0.2	$1.1M		12k	86.65	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$1.0M		3.5k	298.94	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$1.0M	+10%	13k	77.11	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$1000k		20k	49.99	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$979k	+3%	18k	54.05	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.2	$976k		13k	74.72	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$968k	-13%	11k	89.33	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.2	$956k	+107%	11k	88.49	View chart
Ge Vernova (GEV)	0.2	$948k	-7%	1.1k	873.43	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$936k		7.9k	118.45	View chart
Arcellx Common Stock (ACLX)	0.2	$919k		8.0k	114.82	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.2	$903k		20k	45.17	View chart
Spdr Series Trust State Street Spd (SJNK)	0.2	$899k		36k	24.98	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$892k		1.9k	479.20	View chart
Lowe's Companies (LOW)	0.2	$878k		3.7k	236.30	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.2	$835k		18k	46.24	View chart
Broadcom (AVGO)	0.2	$829k	-5%	2.7k	309.51	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$812k	+2%	9.6k	84.52	View chart
Eaton Corp SHS (ETN)	0.2	$801k		2.2k	357.67	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.2	$787k	+26%	16k	49.78	View chart
Neos Etf Trust Real Estate High (IYRI)	0.2	$766k	+2%	16k	47.29	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$764k		5.7k	132.91	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$763k		12k	61.32	View chart
Moody's Corporation (MCO)	0.2	$759k		1.7k	436.25	View chart
Duke Energy Corp Com New (DUK)	0.2	$755k		5.8k	130.96	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.2	$743k		6.4k	116.11	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$712k	+39%	14k	50.66	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.2	$704k		35k	20.41	View chart
J P Morgan Exchange Traded F Equity And Optn (JOYT)	0.2	$687k	+72%	13k	53.17	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.2	$666k	+8%	5.0k	133.20	View chart
Visa Com Cl A (V)	0.2	$664k	-16%	2.2k	302.24	View chart
American Electric Power Company (AEP)	0.2	$656k		5.0k	131.08	View chart
Vanguard World Industrial Etf (VIS)	0.2	$654k		2.1k	312.30	View chart
W.W. Grainger (GWW)	0.1	$633k		580.00	1091.42	View chart
Corning Incorporated (GLW)	0.1	$628k		4.6k	135.97	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$592k		1.0k	577.18	View chart
Vanguard World Energy Etf (VDE)	0.1	$580k	NEW	3.4k	173.07	View chart
TJX Companies (TJX)	0.1	$578k		3.6k	159.74	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$573k		5.4k	106.15	View chart
Verizon Communications (VZ)	0.1	$568k		11k	50.20	View chart
Nebius Group Shs Class A (NBIS)	0.1	$568k		5.5k	103.76	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$566k	+2%	1.5k	390.41	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	0.1	$562k		20k	28.08	View chart
Belite Bio Sponsored Ads (BLTE)	0.1	$558k		3.5k	159.44	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$528k		2.5k	211.15	View chart
Gilead Sciences (GILD)	0.1	$528k	-3%	3.8k	139.37	View chart
Qualcomm (QCOM)	0.1	$512k		4.0k	128.81	View chart
Williams Companies (WMB)	0.1	$508k	-2%	7.0k	72.78	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$506k	NEW	2.3k	218.77	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$500k		17k	28.72	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$499k		8.5k	58.54	View chart
McDonald's Corporation (MCD)	0.1	$497k		1.6k	310.90	View chart
Alnylam Pharmaceuticals (ALNY)	0.1	$496k		1.5k	330.87	View chart
Ishares Tr Us Regnl Bks Etf (IAT)	0.1	$492k		9.1k	53.84	View chart
Iron Mountain (IRM)	0.1	$479k		4.7k	102.14	View chart
Api Group Corp Com Stk (APG)	0.1	$474k	NEW	12k	40.52	View chart
UnitedHealth (UNH)	0.1	$472k	+42%	1.7k	270.73	View chart
Spdr Series Trust State Street Spd (SPYD)	0.1	$452k		9.9k	45.52	View chart
Walt Disney Company (DIS)	0.1	$442k	-2%	4.6k	96.40	View chart
Nextera Energy (NEE)	0.1	$439k		4.7k	92.89	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$436k	+42%	667.00	653.21	View chart
CSX Corporation (CSX)	0.1	$432k		11k	41.05	View chart
Novartis Sponsored Adr (NVS)	0.1	$425k		2.8k	152.75	View chart
Mastercard Incorporated Cl A (MA)	0.1	$424k		848.00	499.75	View chart
Union Pacific Corporation (UNP)	0.1	$423k		1.7k	242.71	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$423k	-10%	3.4k	125.46	View chart
Wells Fargo & Company (WFC)	0.1	$417k	+13%	5.2k	79.61	View chart
Spdr Series Trust State Street Spd (LGLV)	0.1	$410k	-4%	2.3k	178.10	View chart
Fastenal Company (FAST)	0.1	$408k		8.8k	46.40	View chart
Cardinal Health (CAH)	0.1	$402k		1.9k	211.31	View chart
Boeing Company (BA)	0.1	$399k		2.0k	199.03	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$398k		5.3k	75.10	View chart
Ishares Jp Mrgn Em Hi Bd (EMHY)	0.1	$394k		10k	39.38	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.1	$394k		8.0k	49.49	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$389k	+3%	8.7k	44.85	View chart
Marathon Petroleum Corp (MPC)	0.1	$389k		1.6k	244.18	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$389k	+62%	4.6k	84.85	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$382k	+64%	4.7k	80.59	View chart
Argenx Se Sponsored Adr (ARGX)	0.1	$365k	-16%	500.00	730.25	View chart
Northrop Grumman Corporation (NOC)	0.1	$363k		531.00	682.94	View chart
PNC Financial Services (PNC)	0.1	$357k		1.7k	208.09	View chart
Oneok (OKE)	0.1	$357k		3.9k	90.39	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$355k		4.5k	78.77	View chart
Lockheed Martin Corporation (LMT)	0.1	$349k		578.00	604.39	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$348k		1.4k	248.00	View chart
Amphenol Corp Cl A (APH)	0.1	$345k	-9%	2.7k	126.36	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$344k		557.00	616.76	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$334k		784.00	426.40	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	0.1	$334k	-14%	7.7k	43.62	View chart
Cytokinetics Com New (CYTK)	0.1	$330k		5.0k	65.91	View chart
Oracle Corporation (ORCL)	0.1	$316k	+6%	2.1k	147.11	View chart
UMB Financial Corporation (UMBF)	0.1	$316k		2.8k	112.82	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$310k	+3%	4.8k	64.09	View chart
Honeywell International (HON)	0.1	$308k		1.4k	226.11	View chart
Nuvalent Inc-a (NUVL)	0.1	$307k		3.0k	102.45	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$307k		3.4k	91.37	View chart
Illinois Tool Works (ITW)	0.1	$305k		1.2k	260.29	View chart
Neos Etf Trust Nasdaq 100 Hdgd (QQQH)	0.1	$305k		6.0k	51.25	View chart
Constellation Energy (CEG)	0.1	$303k	-64%	1.1k	279.25	View chart
Spyre Therapeutics Com New (SYRE)	0.1	$303k	NEW	6.0k	50.44	View chart
Altria (MO)	0.1	$300k		4.5k	65.99	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$297k		6.3k	46.92	View chart
At&t (T)	0.1	$297k		10k	28.99	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$294k		2.5k	117.66	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$294k		1.3k	234.03	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$294k		3.3k	88.16	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.1	$292k	+50%	8.6k	33.74	View chart
Advanced Micro Devices (AMD)	0.1	$291k	+4%	1.4k	203.43	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.1	$286k		1.3k	229.04	View chart
Arista Networks Com Shs (ANET)	0.1	$282k		2.3k	122.78	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$280k		4.5k	62.97	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$272k		2.7k	100.62	View chart
National Grid Sponsored Adr Ne (NGG)	0.1	$272k		3.2k	84.60	View chart
Target Corporation (TGT)	0.1	$271k		2.2k	121.20	View chart
Stanley Black & Decker (SWK)	0.1	$264k		3.7k	71.06	View chart
Wp Carey (WPC)	0.1	$256k		3.8k	67.96	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$255k		5.1k	50.38	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$250k	NEW	3.9k	63.91	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$249k	-4%	9.7k	25.64	View chart
Bristol Myers Squibb (BMY)	0.1	$243k	-3%	4.0k	60.65	View chart
Ge Aerospace Com New (GE)	0.1	$241k		849.00	283.78	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$235k		3.8k	61.89	View chart
Spdr Series Trust State Street Spd (XBI)	0.1	$233k		1.8k	127.74	View chart
Blackrock (BLK)	0.1	$231k		240.00	964.08	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$229k		1.1k	213.67	View chart
Truist Financial Corp equities (TFC)	0.1	$228k		5.0k	45.97	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$228k		1.4k	168.85	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$226k		2.9k	78.41	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$222k		4.9k	45.65	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$218k		7.8k	27.85	View chart
Kroger (KR)	0.1	$217k	NEW	3.0k	72.36	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$214k	NEW	634.00	337.95	View chart
Spdr Series Trust State Street Spd (SPSB)	0.0	$211k		7.0k	30.07	View chart
United Parcel Svcs CL B (UPS)	0.0	$210k		2.1k	98.38	View chart
Teradyne (TER)	0.0	$208k	NEW	700.00	296.46	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$206k		2.5k	82.57	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$205k		5.1k	40.19	View chart
General Dynamics Corporation (GD)	0.0	$204k	NEW	595.00	343.46	View chart
Equinix (EQIX)	0.0	$204k	NEW	208.00	980.72	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$204k	-35%	1.8k	113.11	View chart
Zoetis Cl A (ZTS)	0.0	$204k	-22%	1.7k	118.25	View chart
ConocoPhillips (COP)	0.0	$201k	NEW	1.5k	132.06	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.0	$197k	-30%	20k	9.77	View chart
Guggenheim Active Alloc Common Stock (GUG)	0.0	$191k		13k	15.22	View chart
Advent Claymore Convertible Sec & Inc (AVK)	0.0	$154k	NEW	14k	11.16	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN)	0.0	$104k		20k	5.32	View chart
Aberdeen Income Cred Strat (ACP)	0.0	$69k		14k	5.10	View chart
Terra Innovatum Global Nv Ord Shs (NKLR)	0.0	$46k	NEW	10k	4.64	View chart
Geron Corporation (GERN)	0.0	$38k		26k	1.49	View chart
Western Asst High Incm Opprtnty Fnd (HIO)	0.0	$38k	+2%	10k	3.63	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 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
High Net Worth Advisory Group 2022 Q2 filed Aug. 10, 2022

View all past filings

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