High Net Worth Advisory Group LLC Incresed Positions in Q1 2025

High Net Worth Advisory Group LLC

  • $340 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.0%
$169.2 - $216.66 $169 - $217
46K $9.64M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
19.8K
+ 52.07%
$57.21 - $65.8 $1.13M - $1.3M
57.8K $3.36M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.41K
+ 4.79%
$95.85 - $99.25 $614K - $636K
140K $13.8M
ABT
Abbott Laboratories

Healthcare
1
+ 0.0%
$111.1 - $140.22 $111 - $140
37.6K $4.99M
IBM
International Business Machines Corp

Technology
985
+ 22.88%
$217.4 - $264.74 $214K - $261K
5.29K $1.32M
VB
Vanguard Small Cap ETF

ETFs
1.89K
+ 46.02%
$217.89 - $252.64 $411K - $477K
5.99K $1.33M
META
Meta Platforms, Inc.

Communication Services
664
+ 17.36%
$576.74 - $736.67 $383K - $489K
4.49K $2.59M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.87K
+ 3.57%
$78.97 - $85.82 $148K - $160K
54.2K $4.51M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
453
+ 1.05%
$67.08 - $76.14 $30.4K - $34.5K
43.5K $3.22M
CVX
Chevron Corp

Energy
102
+ 0.9%
$146.71 - $167.97 $15K - $17.1K
11.4K $1.91M
JNJ
Johnson & Johnson

Healthcare
381
+ 5.37%
$142.06 - $167.7 $54.1K - $63.9K
7.47K $1.24M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.82K
+ 6.86%
$65.27 - $71.18 $249K - $272K
59.5K $3.91M
MDT
Medtronic PLC

Healthcare
1
+ 0.01%
$79.84 - $94.5 $79.8 - $94.5
15.1K $1.36M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
82
+ 0.23%
$68.32 - $75.06 $5.6K - $6.15K
35.6K $2.62M
MRK
Merck & Co., Inc.

Healthcare
3.28K
+ 19.93%
$83.01 - $101.02 $272K - $331K
19.7K $1.77M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.74K
+ 10.71%
$53.6 - $58.97 $201K - $221K
38.7K $2.1M
GS
Goldman Sachs Group Inc

Financial Services
233
+ 20.71%
$524.81 - $672.19 $122K - $157K
1.36K $741K
BMY
Bristol Myers Squibb CO

Healthcare
302
+ 1.78%
$53.9 - $63.11 $16.3K - $19.1K
17.3K $1.05M
CRWD
Crowd Strike Holdings, Inc.

Technology
197
+ 15.44%
$308.86 - $455.36 $60.8K - $89.7K
1.47K $519K
WMB
Williams Companies, Inc.

Energy
5
+ 0.05%
$54.02 - $61.09 $270 - $305
10.1K $606K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
17
+ 0.11%
$33.63 - $37.64 $572 - $640
16K $592K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
6.59K
+ 19.03%
$9.89 - $10.46 $65.1K - $68.9K
41.2K $409K
VIG
Vanguard Dividend Appreciation

ETFs
273
+ 0.37%
N/A
74.5K $13.6M
IEMG
Ishares Inc

ETFs
784
+ 2.32%
N/A
34.5K $1.85M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.17K
+ 2.63%
$36.63 - $37.45 $42.8K - $43.7K
45.6K $1.68M
MUB
Ishares National Muni Bond ETF

ETFs
413
+ 5.77%
$104.71 - $107.69 $43.2K - $44.5K
7.58K $796K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
384
+ 13.67%
$76.94 - $78.24 $29.5K - $30K
3.19K $249K
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.01%
$158.56 - $176.26 $159 - $176
10.3K $1.76M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.74K
+ 19.93%
$21.75 - $24.28 $37.8K - $42.2K
10.5K $229K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6
+ 0.11%
$58.01 - $64.46 $348 - $387
5.42K $338K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
588
+ 5.11%
$55.41 - $60.74 $32.6K - $35.7K
12.1K $678K
VEA
Vanguard Ftse Developed Market

ETFs
10
+ 0.2%
$47.4 - $52.99 $474 - $530
5.02K $257K
DELL
Dell Technologies Inc.

Technology
1.39K
+ 27.69%
$90.34 - $124.66 $126K - $173K
6.41K $584K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
5
+ 0.05%
$42.18 - $45.16 $211 - $226
10.4K $454K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
110
+ 1.61%
$39.61 - $42.65 $4.36K - $4.69K
6.93K $279K
SHYD
Vaneck Short High Yield Muni E

ETFs
11
+ 0.01%
$22.46 - $22.9 $247 - $252
102K $2.3M
T Rowe Price ETF Inc
6.74K
+ 10.08%
N/A
73.6K $0
AMD
Advanced Micro Devices Inc

Technology
300
+ 17.63%
$96.63 - $129.55 $29K - $38.9K
2K $205K
SPYI
Shp ETF Tr Neos S&P 500 High I
5.26K
+ 11.57%
N/A
50.7K $0
Capital Group Core Balanced
12.9K
+ 10.29%
N/A
139K $0
Goldman Sachs ETF Tr
3.2K
+ 33.68%
N/A
12.7K $0
JGRO
J P Morgan Exchange Traded Fd
2.65K
+ 49.16%
N/A
8.04K $0
Neos ETF Trust
5.92K
+ 33.25%
N/A
23.7K $0
Neos ETF Trust
8.59K
+ 64.65%
N/A
21.9K $0
CEG
Constellation Energy Corp

Utilities
70
+ 6.76%
$202.21 - $347.44 $14.2K - $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
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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