HN
| |
High Net Worth Advisory Group LLC13F | |
| High Net Worth Advisory Group LLC | |
| Last update 2025-04-10 | 215 Stocks (5 new) |
| Value $354.00 Mil | Turnover 3 % |
High Net Worth Advisory Group ... Top Holdings of 2025-03-31
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| 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 | +16.76% | +7.46% | 616,819.8 | ||
VIG | Vanguard Dividend Appreciation FTF | 74,514 | 14,457.1 | +0.37% | 4.080 | +0.01% | 0.010 | +11.15% | +7.09% | 87,948.4 | ||
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 | +0.07% | +3.61% | 128,257.8 | ||
AAPL | Apple Inc | 58,918 | 13,088.4 | -3.95% | 3.690 | -0.17% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | 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 | +10.16% | +7.86% | 58,243.4 | ||
NVDA | NVIDIA Corp | 110,245 | 11,948.4 | +0.52% | 3.370 | +0.02% | 0.000 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors | |
JEPI | JPMorgan Equity Premium Income ETF | 177,894 | 10,165.5 | +1.00% | 2.870 | +0.03% | 0.030 | +5.84% | +3.44% | 41,030.5 | ||
ABBV | AbbVie Inc | 46,012 | 9,640.5 | 0% | 2.720 | 0% | 0.000 | -5.26% | +8.51% | 334,344.8 | Drug Manufacturers | |
SCHD | Schwab US Dividend Equity ETF | 234,522 | 6,557.4 | -0.06% | 1.850 | 0% | 0.010 | +3.32% | +2.01% | 71,250.9 | ||
SPY | SPDR S&P 500 ETF Trust | 10,804 | 6,044.1 | -0.02% | 1.710 | 0% | 0.000 | +16.86% | +7.34% | 643,153.0 |
High Net Worth Advisory Group LLC's Historical Top Holdings Breakdowns
High Net Worth Advisory Group LLC's Top Stock Picks
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| 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 | $42.50 | 1.87% | 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 | $63.79 | 2.72% | 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 | $575.22 | 6.41% | 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 | $94.16 | 2.31% | 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 | $98.47 | 0.73% | Add 4.79% | 140,228 | 6,405 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.17% | 209.68 ($231.67) 247.1 | $213.55 | -7.82% | 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 | $243.21 | 1.84% | 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 | $33.70 | 6.18% | Add 10.29% | 138,524 | 12,924 | |
META | Meta Platforms Inc | 2025-03-31 | Add Add | +0.11% | 576.36 ($645.17) 736.67 | $719.01 | 11.45% | 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 | $52.32 | 1.34% | Add 64.65% | 21,888 | 8,594 |
High Net Worth Advisory Group LLC Total Holding History ($B)
High Net Worth Advisory Group LLC's Asset Allocation
High Net Worth Advisory Group LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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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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