High Net Worth Advisory Group LLC Purchases in Q1 2025

High Net Worth Advisory Group LLC

  • $340 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CEG
Constellation Energy Corp

Utilities
70
+ 6.76%
$201.63 - $347.44 $14.1K - $24.3K
1.11K $227K
APH
Amphenol Corp

Technology
100
+ 2.86%
$61.62 - $78.55 $6.16K - $7.86K
3.6K $236K
QQQ
Invesco Qqq Trust, Series 1

ETFs
53
+ 6.88%
$468.34 - $539.52 $24.8K - $28.6K
823 $385K
FMB
First Tr Exchange Traded Fd Ii

ETFs
102
+ 0.45%
$50.17 - $51.45 $5.12K - $5.25K
22.7K $1.14M
WMT
Walmart Inc.

Consumer Defensive
476
+ 2.18%
$84.5 - $105.05 $40.2K - $50K
22.3K $1.96M
MGK
Vanguard Mega Cap Growth ETF

ETFs
395
+ 10.02%
$307.43 - $357.48 $121K - $141K
4.34K $1.34M
VTI
Vanguard Total Stock Market Et

ETFs
514
+ 4.7%
$271.18 - $303.12 $139K - $156K
11.5K $3.13M
VO
Vanguard Mid Cap ETF

ETFs
99
+ 1.05%
$251.87 - $277.95 $24.9K - $27.5K
9.57K $2.46M
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.03%
$222.66 - $268.42 $223 - $268
3.72K $868K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.76K
+ 1.0%
$56.17 - $59.71 $98.6K - $105K
178K $10.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.01K
+ 6.36%
$102.49 - $119.96 $103K - $121K
16.8K $1.75M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
71
+ 0.04%
$25.12 - $26.05 $1.78K - $1.85K
195K $4.91M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.06K
+ 5.01%
$507.05 - $563.67 $1.05M - $1.16M
43.3K $22.1M
DIS
Walt Disney CO

Communication Services
1
+ 0.01%
$96.87 - $114.0 $96.9 - $114
7.1K $701K
GOOGL
Alphabet Inc.

Communication Services
108
+ 1.25%
$154.33 - $206.19 $16.7K - $22.3K
8.75K $1.35M
VUG
Vanguard Growth ETF

ETFs
266
+ 1.85%
$369.1 - $427.61 $98.2K - $114K
14.7K $5.44M
MSFT
Microsoft Corp

Technology
241
+ 1.88%
$375.39 - $447.2 $90.5K - $108K
13.1K $4.91M
TSLA
Tesla, Inc.

Consumer Cyclical
389
+ 8.1%
$222.15 - $428.22 $86.4K - $167K
5.19K $1.35M
HUBS
Hubspot Inc

Technology
288
+ 4.46%
$571.29 - $819.71 $165K - $236K
6.74K $3.85M
NVDA
Nvidia Corp

Technology
573
+ 0.52%
$106.98 - $149.43 $61.3K - $85.6K
110K $11.9M
Activity Summary
Buys All Purchases 71 New Holdings 5 Increased Positions 66 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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