High Net Worth Advisory Group LLC Incresed Positions in Q2 2025

High Net Worth Advisory Group LLC

  • $359 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
1.55K
+ 1.41%
$94.31 - $157.99 $146K - $245K
112K $17.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.14K
+ 2.63%
$456.74 - $568.03 $520K - $646K
44.4K $25.2M
MSFT
Microsoft Corp

Technology
61
+ 0.47%
$354.56 - $497.45 $21.6K - $30.3K
13.1K $6.54M
VGT
Vanguard Information Technolog

ETFs
995
+ 22.04%
$470.37 - $663.28 $468K - $660K
5.51K $3.65M
VUG
Vanguard Growth ETF

ETFs
146
+ 0.99%
$329.49 - $438.4 $48.1K - $64K
14.8K $6.5M
AMZN
Amazon Com Inc

Consumer Cyclical
1.05K
+ 4.14%
$167.32 - $223.3 $176K - $235K
26.4K $5.79M
META
Meta Platforms, Inc.

Communication Services
85
+ 1.89%
$484.66 - $738.09 $41.2K - $62.7K
4.57K $3.38M
VTI
Vanguard Total Stock Market Et

ETFs
1.36K
+ 11.9%
$243.75 - $303.93 $332K - $415K
12.8K $3.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
151
+ 1.4%
$496.48 - $617.85 $75K - $93.3K
11K $6.77M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.31K
+ 1.4%
$114.78 - $133.31 $150K - $174K
95K $12.7M
VTV
Vanguard Value ETF

ETFs
2.81K
+ 25.62%
$153.67 - $176.74 $432K - $497K
13.8K $2.44M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.54K
+ 8.13%
$65.84 - $80.81 $233K - $286K
47.1K $3.77M
WMT
Walmart Inc.

Consumer Defensive
2.86K
+ 12.83%
$81.79 - $99.98 $234K - $286K
25.2K $2.46M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.04K
+ 1.91%
$75.29 - $91.16 $77.9K - $94.4K
55.2K $4.98M
GS
Goldman Sachs Group Inc

Financial Services
334
+ 24.59%
$462.22 - $707.75 $154K - $236K
1.69K $1.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.2K
+ 4.05%
$51.14 - $57.0 $368K - $410K
185K $10.5M
TSLA
Tesla, Inc.

Consumer Cyclical
409
+ 7.88%
$221.86 - $362.89 $90.7K - $148K
5.6K $1.78M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
735
+ 1.24%
$59.24 - $71.39 $43.5K - $52.5K
60.2K $4.29M
MGK
Vanguard Mega Cap Growth ETF

ETFs
244
+ 5.62%
$273.67 - $366.17 $66.8K - $89.3K
4.58K $1.68M
AVGO
Broadcom Inc.

Technology
45
+ 1.71%
$146.29 - $275.65 $6.58K - $12.4K
2.67K $736K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
551
+ 43.8%
$376.48 - $440.65 $207K - $243K
1.81K $797K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.22K
+ 59.38%
$55.54 - $69.09 $179K - $222K
8.63K $596K
NFLX
Netflix Inc

Communication Services
56
+ 12.96%
$855.86 - $1339.13 $47.9K - $75K
488 $653K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.77K
+ 10.58%
$68.13 - $74.77 $257K - $282K
39.4K $2.87M
VO
Vanguard Mid Cap ETF

ETFs
75
+ 0.78%
$228.54 - $279.83 $17.1K - $21K
9.64K $2.7M
RTX
Raytheon Technologies Corp

Industrials
660
+ 10.06%
$113.75 - $148.48 $75.1K - $98K
7.22K $1.05M
CSCO
Cisco Systems, Inc.

Technology
800
+ 6.86%
$53.19 - $69.38 $42.6K - $55.5K
12.5K $864K
VIG
Vanguard Dividend Appreciation

ETFs
674
+ 0.9%
N/A
75.2K $13.7M
BAC
Bank Of America Corp

Financial Services
650
+ 4.0%
$34.39 - $47.46 $22.4K - $30.8K
16.9K $800K
QQQ
Invesco Qqq Trust, Series 1

ETFs
37
+ 4.5%
$416.06 - $551.64 $15.4K - $20.4K
860 $474K
VBR
Vanguard Small Cap Value ETF

ETFs
164
+ 3.25%
$162.76 - $195.77 $26.7K - $32.1K
5.21K $1.02M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.47K
+ 21.14%
$37.18 - $42.55 $54.5K - $62.4K
8.4K $357K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
353
+ 0.91%
$47.46 - $55.3 $16.8K - $19.5K
39K $2.15M
IWM
Ishares Russell 2000 ETF

ETFs
115
+ 8.17%
$174.82 - $215.79 $20.1K - $24.8K
1.52K $328K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
2K
+ 11.43%
$20.12 - $21.0 $40.2K - $42K
19.5K $407K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
5K
+ 7.69%
$8.43 - $8.77 $42.2K - $43.9K
70K $608K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1K
+ 6.1%
$27.29 - $29.28 $27.3K - $29.3K
17.4K $509K
WMB
Williams Companies, Inc.

Energy
6
+ 0.06%
$54.33 - $62.87 $326 - $377
10.1K $637K
VEA
Vanguard Ftse Developed Market

ETFs
16
+ 0.32%
$45.65 - $57.01 $730 - $912
5.03K $286K
FAST
Fastenal CO

Industrials
4.4K
+ 100.0%
$40.65 - $83.16 $179K - $366K
8.79K $369K
SRLN
Ssga Active Trust

ETFs
500
+ 5.35%
$39.47 - $41.59 $19.7K - $20.8K
9.85K $409K
UMBF
Umb Financial Corp

Financial Services
1
+ 0.04%
$86.4 - $107.99 $86.4 - $108
2.8K $294K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
8
+ 0.09%
$121.58 - $136.74 $973 - $1.09K
8.95K $1.21M
SHYD
Vaneck Short High Yield Muni E

ETFs
19
+ 0.02%
$21.84 - $22.79 $415 - $433
102K $2.31M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
945
+ 7.55%
$5.17 - $5.91 $4.89K - $5.58K
13.5K $79K
SPYI
Shp ETF Tr Neos S&P 500 High I
3.16K
+ 6.24%
N/A
53.8K $0
Neos ETF Trust
2.97K
+ 12.53%
N/A
26.7K $0
Capital Group Core Balanced
26.2K
+ 18.93%
N/A
165K $0
Goldman Sachs ETF Tr
799
+ 6.29%
N/A
13.5K $0
Activity Summary
Buys All Purchases 71 New Holdings 14 Increased Positions 57 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track High Net Worth Advisory Group LLC Portfolio

Follow High Net Worth Advisory Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of High Net Worth Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Net Worth Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email