High Net Worth Advisory Group LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HN High Net Worth Advisory Group LLC | Institutional Filer | ▼ 1.18% | $428.8M | 244 |
Current Portfolio Holdings
Showing all 244 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 47K | $28.0M | 6.53% |
| 2 | NVDA | NVIDIA Corporation | Technology | 111K | $19.3M | 4.50% |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | — | 77K | $16.6M | 3.88% |
| 4 | VYM | VANGUARD WHITEHALL FDS | — | 104K | $15.4M | 3.59% |
| 5 | AGG | ISHARES TR | — | 139K | $13.8M | 3.23% |
| 6 | AAPL | Apple Inc. | Technology | 52K | $13.1M | 3.05% |
| 7 | CGBL | CAPITAL GROUP CORE BALANCED | — | 317K | $10.9M | 2.54% |
| 8 | ABBV | AbbVie Inc. | Healthcare | 45K | $9.9M | 2.30% |
| 9 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 164K | $9.3M | 2.17% |
| 10 | SCHD | SCHWAB STRATEGIC TR | — | 234K | $7.2M | 1.67% |
| 11 | SPY | SPDR S&P 500 ETF Trust | — | 11K | $7.1M | 1.65% |
| 12 | VUG | VANGUARD INDEX FDS | — | 15K | $6.7M | 1.56% |
| 13 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 115K | $6.4M | 1.49% |
| 14 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 26K | $5.4M | 1.25% |
| 15 | AMGN | Amgen Inc. | Healthcare | 15K | $5.3M | 1.24% |
Showing 1 to 15 of 244 holdings