High Net Worth Advisory Group LLC Sells in Q4 2024

High Net Worth Advisory Group LLC

  • $345 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
-563
- 1.21%
$164.99 - $203.87 $92.9K - $115K
46K $8.18M
LLY
Eli Lilly & CO

Healthcare
-379
- 7.65%
$727.2 - $932.06 $276K - $353K
4.57K $3.53M
PEP
Pepsico Inc

Consumer Defensive
-1.41K
- 4.7%
$151.29 - $176.1 $213K - $248K
28.6K $4.34M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.56K
- 1.15%
$96.64 - $101.23 $151K - $158K
134K $13M
PFE
Pfizer Inc

Healthcare
-21.9K
- 62.6%
$24.8 - $30.19 $543K - $661K
13.1K $346K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
-34K
- 11.4%
$10.7 - $11.74 $364K - $399K
264K $2.85M
VIG
Vanguard Dividend Appreciation

ETFs
-2.97K
- 3.85%
N/A
74.2K $13.5M
JNJ
Johnson & Johnson

Healthcare
-2.57K
- 26.6%
$143.34 - $165.86 $368K - $426K
7.09K $1.03M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.98K
- 3.07%
$126.68 - $134.74 $377K - $401K
93.8K $12M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-2.04K
- 4.51%
$67.29 - $73.38 $137K - $149K
43.1K $2.92M
MSFT
Microsoft Corp

Technology
-625
- 4.64%
$406.35 - $454.46 $254K - $284K
12.8K $5.41M
KO
Coca Cola CO

Consumer Defensive
-1.96K
- 7.86%
$61.74 - $71.71 $121K - $141K
23K $1.43M
NVO
Novo Nordisk A S

Healthcare
-2.33K
- 49.45%
$85.0 - $120.04 $198K - $280K
2.38K $205K
CVX
Chevron Corp

Energy
-2.16K
- 16.02%
$141.15 - $162.53 $304K - $350K
11.3K $1.64M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.68K
- 2.29%
$88.59 - $94.57 $149K - $159K
71.4K $6.34M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-5.61K
- 26.03%
$33.43 - $36.52 $188K - $205K
15.9K $537K
RTX
Raytheon Technologies Corp

Industrials
-1.75K
- 21.05%
$114.45 - $127.21 $200K - $223K
6.56K $759K
VHT
Vanguard Health Care ETF

ETFs
-212
- 3.13%
$250.81 - $283.3 $53.2K - $60.1K
6.57K $1.67M
PG
Procter & Gamble CO

Consumer Defensive
-865
- 7.72%
$161.05 - $179.7 $139K - $155K
10.3K $1.73M
UNH
Unitedhealth Group Inc

Healthcare
-200
- 16.03%
$485.52 - $625.25 $97.1K - $125K
1.05K $530K
AEP
American Electric Power CO Inc

Utilities
-1.2K
- 18.51%
$90.91 - $102.21 $109K - $123K
5.28K $487K
HD
Home Depot, Inc.

Consumer Cyclical
-47
- 0.48%
$385.02 - $431.37 $18.1K - $20.3K
9.84K $3.83M
UPS
United Parcel Service Inc

Industrials
-868
- 15.92%
$122.65 - $138.35 $106K - $120K
4.58K $577K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.81K
- 12.41%
$49.79 - $51.14 $140K - $144K
19.8K $994K
CEG
Constellation Energy Corp

Utilities
-466
- 31.03%
$224.28 - $285.52 $105K - $133K
1.04K $233K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
-19.1K
- 30.14%
$5.83 - $6.64 $111K - $127K
44.2K $263K
VZ
Verizon Communications Inc

Communication Services
-1.66K
- 10.25%
$39.6 - $45.21 $65.6K - $74.9K
14.5K $579K
LMT
Lockheed Martin Corp

Industrials
-79
- 9.18%
$479.66 - $614.62 $37.9K - $48.6K
782 $380K
ABT
Abbott Laboratories

Healthcare
-634
- 1.66%
$111.93 - $119.39 $71K - $75.7K
37.6K $4.26M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-921
- 2.57%
$56.06 - $61.35 $51.6K - $56.5K
34.9K $1.97M
LOW
Lowes Companies Inc

Consumer Cyclical
-39
- 1.04%
$244.52 - $284.07 $9.54K - $11.1K
3.72K $918K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-77
- 0.54%
$74.68 - $81.45 $5.75K - $6.27K
14.2K $1.06M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-970
- 15.2%
$58.88 - $64.8 $57.1K - $62.9K
5.41K $318K
NEE
Nextera Energy Inc

Utilities
-117
- 1.82%
$69.77 - $85.43 $8.16K - $10K
6.32K $453K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-135
- 0.38%
$69.58 - $74.87 $9.39K - $10.1K
35.5K $2.49M
WM
Waste Management Inc

Industrials
-200
- 3.77%
$201.79 - $228.46 $40.4K - $45.7K
5.11K $1.03M
IWM
Ishares Russell 2000 ETF

ETFs
-315
- 18.28%
$216.13 - $242.4 $68.1K - $76.4K
1.41K $311K
JPM
Jpmorgan Chase & CO

Financial Services
-1.79K
- 14.25%
$205.18 - $250.29 $367K - $447K
10.8K $2.58M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-700
- 19.94%
$77.02 - $78.58 $53.9K - $55K
2.81K $217K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-480
- 1.07%
$36.54 - $37.53 $17.5K - $18K
44.4K $1.63M
CSX
Csx Corp

Industrials
-304
- 1.72%
$31.58 - $36.88 $9.6K - $11.2K
17.4K $561K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-500
- 16.67%
$81.68 - $82.93 $40.8K - $41.5K
2.5K $204K
T
At&T Inc.

Communication Services
-2.21K
- 17.84%
$21.22 - $23.88 $46.8K - $52.7K
10.2K $231K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
-2.48K
- 6.68%
$10.26 - $10.82 $25.4K - $26.8K
34.6K $358K
ETN
Eaton Corp PLC

Industrials
-125
- 5.26%
$326.96 - $377.52 $40.9K - $47.2K
2.25K $747K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-117
- 13.19%
$481.22 - $538.17 $56.3K - $63K
770 $393K
MCD
Mcdonalds Corp

Consumer Cyclical
-41
- 2.23%
$288.47 - $316.54 $11.8K - $13K
1.8K $520K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-380
- 12.34%
$90.66 - $99.46 $34.5K - $37.8K
2.7K $245K
SHYD
Vaneck Short High Yield Muni E

ETFs
-107
- 0.1%
$22.45 - $22.81 $2.4K - $2.44K
102K $2.29M
Activity Summary
Buys All Purchases 74 New Holdings 13 Increased Positions 61 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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