High Net Worth Advisory Group LLC Purchases in Q3 2024

High Net Worth Advisory Group LLC

  • $358 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
12.9K
+ 10.57%
$96.25 - $101.98 $1.25M - $1.32M
135K $13.7M
PH
Parker Hannifin Corp

Industrials
2.31K
+ 96.48%
$501.01 - $635.92 $1.15M - $1.47M
4.69K $2.97M
AAPL
Apple Inc.

Technology
1.07K
+ 1.69%
$207.23 - $234.82 $221K - $250K
64K $14.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.79K
+ 1.89%
$117.9 - $128.2 $212K - $230K
96.8K $12.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.36K
+ 3.93%
$54.98 - $59.51 $349K - $378K
168K $10M
VGT
Vanguard Information Technolog

ETFs
1.36K
+ 43.01%
$514.43 - $606.85 $698K - $823K
4.51K $2.65M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.75K
+ 5.24%
$77.02 - $85.06 $289K - $319K
75.3K $6.37M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
38.2K
+ 14.71%
$10.63 - $11.81 $406K - $451K
298K $3.48M
VTI
Vanguard Total Stock Market Et

ETFs
1.77K
+ 21.34%
$255.18 - $283.2 $452K - $502K
10.1K $2.85M
HD
Home Depot, Inc.

Consumer Cyclical
34
+ 0.35%
$333.64 - $405.2 $11.3K - $13.8K
9.88K $4M
CME
Cme Group Inc.

Financial Services
2.42K
New
$193.43 - $220.62 $468K - $534K
2.42K $534K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
9.29K
New
$51.29 - $56.57 $477K - $526K
9.29K $525K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.28K
+ 10.47%
$66.31 - $74.08 $284K - $317K
45.1K $3.31M
PFE
Pfizer Inc

Healthcare
16.3K
+ 87.5%
$27.7 - $31.39 $452K - $512K
35K $1.01M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.47K
+ 6.88%
$61.47 - $67.36 $213K - $233K
53.8K $3.62M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.66K
+ 64.98%
$41.9 - $48.26 $321K - $370K
19.5K $930K
HDV
Ishares Core High Dividend ETF

ETFs
1.6K
+ 6.67%
$107.62 - $118.76 $172K - $189K
25.5K $3M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
37.1K
New
$10.21 - $10.93 $379K - $405K
37.1K $398K
VBR
Vanguard Small Cap Value ETF

ETFs
1.43K
+ 46.45%
$179.99 - $201.6 $258K - $289K
4.52K $907K
VUG
Vanguard Growth ETF

ETFs
542
+ 4.06%
$341.08 - $391.94 $185K - $212K
13.9K $5.33M
DVY
Ishares Tr

ETFs
20
+ 0.09%
$119.99 - $135.74 $2.4K - $2.71K
23.2K $3.13M
WMT
Walmart Inc.

Consumer Defensive
70
+ 0.29%
$66.91 - $81.4 $4.68K - $5.7K
24K $1.94M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.09K
+ 37.92%
$79.29 - $84.02 $245K - $259K
11.2K $940K
VIS
Vanguard Industrial ETF

ETFs
763
+ 22.41%
$232.12 - $260.07 $177K - $198K
4.17K $1.08M
ACLX
Arcellx, Inc.

Healthcare
500
+ 6.25%
$50.91 - $86.61 $25.5K - $43.3K
8.5K $709K
GLW
Corning Inc

Technology
5.8K
New
$37.76 - $46.2 $219K - $268K
5.8K $261K
VTV
Vanguard Value ETF

ETFs
904
+ 15.18%
$159.75 - $174.57 $144K - $158K
6.86K $1.2M
BLK
Black Rock Inc.

Financial Services
247
New
$782.27 - $949.51 $193K - $235K
247 $234K
UL
Unilever PLC

Consumer Defensive
3.59K
New
$54.7 - $65.59 $197K - $236K
3.59K $233K
NGG
National Grid PLC

Utilities
3.21K
New
$57.14 - $70.48 $183K - $226K
3.21K $223K
DE
Deere & CO

Industrials
520
New
$344.84 - $418.0 $179K - $217K
520 $217K
IDV
Ishares Tr

ETFs
7.11K
New
$27.62 - $30.64 $196K - $218K
7.11K $214K
VTWG
Vanguard Russell 2000 Growth E

ETFs
1K
New
$186.75 - $211.16 $187K - $211K
1K $207K
DGX
Quest Diagnostics Inc

Healthcare
1.35K
New
$137.09 - $137.09 $185K - $185K
1.35K $185K
AMZN
Amazon Com Inc

Consumer Cyclical
1.97K
+ 7.34%
$161.02 - $200.0 $318K - $395K
28.9K $5.38M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
331
+ 0.75%
$36.99 - $40.84 $12.2K - $13.5K
44.4K $1.81M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
1.1K
+ 8.36%
$74.85 - $82.2 $82.2K - $90.3K
14.2K $1.16M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.58K
+ 6.1%
$36.06 - $37.66 $93K - $97.2K
44.9K $1.69M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.9K
+ 48.18%
$42.22 - $48.62 $122K - $141K
8.91K $414K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
6
+ 0.07%
$125.95 - $142.04 $756 - $852
9.11K $1.29M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
21.4K
+ 51.03%
$6.3 - $6.99 $135K - $149K
63.2K $418K
DUK
Duke Energy Corp

Utilities
100
+ 1.24%
$99.35 - $117.71 $9.94K - $11.8K
8.17K $941K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.36K
+ 3.72%
$49.7 - $56.11 $167K - $188K
93.7K $5.14M
BMY
Bristol Myers Squibb CO

Healthcare
75
+ 0.63%
$39.66 - $51.75 $2.97K - $3.88K
11.9K $617K
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 0.25%
$801.83 - $917.05 $6.41K - $7.34K
3.21K $2.84M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2
+ 0.06%
$72.18 - $107.33 $144 - $215
3.43K $363K
MMM
3 M CO

Industrials
30
+ 0.94%
$99.69 - $139.42 $2.99K - $4.18K
3.23K $441K
LMT
Lockheed Martin Corp

Industrials
1
+ 0.12%
$460.3 - $584.56 $460 - $585
861 $503K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.33K
+ 6.24%
$49.93 - $51.15 $66.4K - $68K
22.6K $1.16M
Activity Summary
Buys All Purchases 76 New Holdings 12 Increased Positions 64 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 1
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