HN

High Net Worth Advisory Group LLC

13F
High Net Worth Advisory Group LLC
Last update 2025-04-10 215 Stocks (5 new)
Value $354.00 Mil Turnover 3 %
Countries:
Top Holdings: VOO(6.27%)VIG(4.08%)AGG(3.91%)AAPL(3.69%)VYM(3.41%)
Summary Stock Picks Current Portfolio
High Net Worth Advisory Group ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
43,251
22,231.3
+5.01%
6.270
+0.30%
0.000
+25.23%
+6.53%
651,240.4
 
VIG
Vanguard Dividend Appreciation FTF
74,514
14,457.1
+0.37%
4.080
+0.01%
0.010
+19.08%
+6.14%
88,472.7
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
140,228
13,871.5
+4.79%
3.910
+0.18%
0.010
+1.38%
+3.20%
127,749.8
 
AAPL
Apple Inc
58,918
13,088.4
-3.95%
3.690
-0.17%
0.000
+21.96%
-15.93%
3,136,672.8
Hardware
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
93,678
12,082.0
-0.12%
3.410
0%
0.020
+18.15%
+6.98%
58,430.7
 
NVDA
NVIDIA Corp
110,245
11,948.4
+0.52%
3.370
+0.02%
0.000
+66.17%
+19.17%
3,902,204.2
Semiconductors
JEPI
JPMorgan Equity Premium Income ETF
177,894
10,165.5
+1.00%
2.870
+0.03%
0.030
+13.96%
+3.17%
40,922.5
 
ABBV
AbbVie Inc
46,012
9,640.5
0%
2.720
0%
0.000
+9.02%
+8.80%
335,210.3
Drug Manufacturers
SCHD
Schwab US Dividend Equity ETF
234,522
6,557.4
-0.06%
1.850
0%
0.010
+13.44%
+1.89%
71,172.7
 
SPY
SPDR S&P 500 ETF Trust
10,804
6,044.1
-0.02%
1.710
0%
0.000
+25.32%
+6.48%
638,010.6
 

High Net Worth Advisory Group LLC's Historical Top Holdings Breakdowns

High Net Worth Advisory Group LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SMMV
iShares MSCI USA Small-Cap Min Vol Factor ETF
iShares MSCI USA Small-Cap Min Vol Factor ETF
2025-03-31
Reduce
Reduce
-0.37%
●
40.38 ($41.72) 42.65
$42.14
1.01%
Reduce -74.12%
11,161
-31,972
IJH
iShares Core S&P Mid-Cap ETF
2025-03-31
Add
Add
+0.33%
●
57.21 ($62.1) 65.8
$63.41
2.11%
Add 52.07%
57,766
19,780
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.30%
●
507.05 ($540.58) 563.67
$570.23
5.48%
Add 5.01%
43,251
2,064
USMV
iShares MSCI USA Min Vol Factor ETF
2025-03-31
Reduce
Reduce
-0.27%
●
87.68 ($92.03) 94.57
$93.55
1.65%
Reduce -15.49%
60,365
-11,066
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Add
Add
+0.18%
●
95.85 ($97.76) 99.25
$98.08
0.33%
Add 4.79%
140,228
6,405
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.17%
●
209.68 ($231.67) 247.1
$210.01
-9.35%
Reduce -3.95%
58,918
-2,424
VB
Vanguard Small Cap ETF
2025-03-31
Add
Add
+0.12%
●
217.89 ($238.81) 252.64
$241.77
1.24%
Add 46.02%
5,991
1,888
CGBL
Capital Group Core Balanced ETF
2025-03-31
Add
Add
+0.11%
●
30.81 ($31.74) 32.56
$33.43
5.32%
Add 10.29%
138,524
12,924
META
Meta Platforms Inc
2025-03-31
Add
Add
+0.11%
●
576.36 ($645.17) 736.67
$720.67
11.70%
Add 17.36%
4,488
664
QQQI
NEOS Nasdaq 100 High Income ETF
2025-03-31
Add
Add
+0.11%
●
47.43 ($51.63) 54.4
$52.12
0.95%
Add 64.65%
21,888
8,594

High Net Worth Advisory Group LLC Total Holding History ($B)

To

High Net Worth Advisory Group LLC's Asset Allocation

To

High Net Worth Advisory Group LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

High Net Worth Advisory Group LLC's Hypothetical Growth since 2025-03-31

High Net Worth Advisory Group LLC's Yearly Returns

Year Portfolio % % Excess Gain %

High Net Worth Advisory Group LLC's Holdings Heat Map

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High Net Worth Advisory Group LLC's Holdings Bubble Chart

High Net Worth Advisory Group LLC News

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