High Net Worth Advisory Group LLC Sells in Q3 2024

High Net Worth Advisory Group LLC

  • $358 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-15.2K
- 58.47%
$517.38 - $573.86 $7.86M - $8.72M
10.8K $6.19M
NVDA
Nvidia Corp

Technology
-3.48K
- 3.19%
$98.91 - $134.91 $344K - $469K
106K $12.8M
RYLD
Global X Fds Russell 2000 Cove

ETFs
-33.3K
- 26.0%
$15.22 - $16.33 $507K - $544K
94.8K $1.53M
HUBS
Hubspot Inc

Technology
-182
- 2.68%
$450.09 - $592.58 $81.9K - $108K
6.62K $3.52M
AMGN
Amgen Inc

Healthcare
-1.73K
- 10.26%
$309.38 - $337.38 $534K - $582K
15.1K $4.86M
GOOG
Alphabet Inc.

Communication Services
-570
- 4.81%
$149.54 - $192.66 $85.2K - $110K
11.3K $1.88M
LHX
L3 Harris Technologies, Inc.

Industrials
-1K
- 52.91%
$221.96 - $243.27 $222K - $243K
890 $211K
GOOGL
Alphabet Inc.

Communication Services
-248
- 2.62%
$148.65 - $191.18 $36.9K - $47.4K
9.22K $1.53M
LLY
Eli Lilly & CO

Healthcare
-102
- 2.02%
$772.14 - $960.02 $78.8K - $97.9K
4.95K $4.39M
MRK
Merck & Co., Inc.

Healthcare
-33
- 0.2%
$111.15 - $128.97 $3.67K - $4.26K
16.2K $1.84M
OKTA
Okta, Inc.

Technology
-180
- 4.67%
$71.0 - $100.39 $12.8K - $18.1K
3.67K $272K
BA
Boeing CO

Industrials
-45
- 2.59%
$152.04 - $190.6 $6.84K - $8.58K
1.69K $256K
BAC
Bank Of America Corp

Financial Services
-1.34K
- 7.41%
$36.65 - $44.13 $49.1K - $59.1K
16.7K $663K
RJF
Raymond James Financial Inc

Financial Services
-300
- 2.06%
$106.39 - $125.13 $31.9K - $37.5K
14.2K $1.74M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-600
- 14.6%
$76.38 - $78.87 $45.8K - $47.3K
3.51K $276K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-800
- 7.78%
$50.15 - $51.27 $40.1K - $41K
9.48K $486K
DIS
Walt Disney CO

Communication Services
-150
- 3.04%
$85.6 - $98.61 $12.8K - $14.8K
4.79K $460K
XOM
Exxon Mobil Corp

Energy
-806
- 2.56%
$109.72 - $119.0 $88.4K - $95.9K
30.7K $3.6M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-1K
- 17.09%
$54.31 - $61.04 $54.3K - $61K
4.85K $296K
IWM
Ishares Russell 2000 ETF

ETFs
-230
- 11.78%
$200.87 - $224.6 $46.2K - $51.7K
1.72K $380K
EEMV
Ishares Msci Emerging Markets

ETFs
-501
- 13.35%
$56.77 - $63.31 $28.4K - $31.7K
3.25K $203K
JPM
Jpmorgan Chase & CO

Financial Services
-541
- 4.14%
$194.9 - $224.8 $105K - $122K
12.5K $2.64M
Kenvue Inc
-1.55K
- 14.81%
N/A
8.93K $0
ITW
Illinois Tool Works Inc

Industrials
-125
- 9.64%
$233.14 - $263.97 $29.1K - $33K
1.17K $307K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-19
- 2.31%
$332.02 - $382.76 $6.31K - $7.27K
803 $301K
TGT
Target Corp

Consumer Defensive
-140
- 4.74%
$133.47 - $159.25 $18.7K - $22.3K
2.81K $438K
IWD
Ishares Russell 1000 Val ETF

ETFs
-30
- 2.59%
$173.36 - $189.8 $5.2K - $5.69K
1.13K $214K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-3
- 0.53%
$523.84 - $572.02 $1.57K - $1.72K
559 $318K
TJX
Tjx Companies Inc

Consumer Cyclical
-60
- 1.58%
$107.93 - $120.23 $6.48K - $7.21K
3.74K $439K
UNP
Union Pacific Corp

Industrials
-100
- 3.79%
$221.78 - $256.09 $22.2K - $25.6K
2.54K $625K
WY
Weyerhaeuser CO

Real Estate
-300
- 4.14%
$27.05 - $33.84 $8.12K - $10.2K
6.94K $234K
NEE
Nextera Energy Inc

Utilities
-749
- 10.42%
$69.9 - $84.97 $52.4K - $63.6K
6.44K $544K
VV
Vanguard Large Cap ETF

ETFs
-15
- 0.4%
$236.92 - $263.4 $3.55K - $3.95K
3.75K $987K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-216
- 7.85%
$405.19 - $478.57 $87.5K - $103K
2.54K $1.17M
CEG
Constellation Energy Corp

Utilities
-140
- 8.53%
$167.08 - $262.86 $23.4K - $36.8K
1.5K $390K
MA
Mastercard Inc

Financial Services
-45
- 2.79%
$429.6 - $500.99 $19.3K - $22.5K
1.57K $773K
MCD
Mcdonalds Corp

Consumer Cyclical
-35
- 1.87%
$245.82 - $304.51 $8.6K - $10.7K
1.84K $559K
PG
Procter & Gamble CO

Consumer Defensive
-38
- 0.34%
$160.76 - $177.82 $6.11K - $6.76K
11.2K $1.94M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-405
- 1.12%
$53.41 - $57.9 $21.6K - $23.4K
35.8K $2.07M
VHT
Vanguard Health Care ETF

ETFs
-40
- 0.59%
$261.88 - $288.1 $10.5K - $11.5K
6.78K $1.91M
JNJ
Johnson & Johnson

Healthcare
-298
- 2.99%
$145.48 - $167.38 $43.4K - $49.9K
9.66K $1.57M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-375
- 1.03%
$57.32 - $62.65 $21.5K - $23.5K
35.9K $2.24M
LOW
Lowes Companies Inc

Consumer Cyclical
-220
- 5.52%
$213.3 - $270.78 $46.9K - $59.6K
3.76K $1.02M
PEP
Pepsico Inc

Consumer Defensive
-60
- 0.2%
$161.9 - $179.3 $9.71K - $10.8K
30K $5.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-108
- 0.69%
$105.53 - $118.34 $11.4K - $12.8K
15.6K $1.82M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-402
- 0.21%
$25.38 - $26.27 $10.2K - $10.6K
195K $5.11M
META
Meta Platforms, Inc.

Communication Services
-156
- 3.83%
$453.41 - $572.44 $70.7K - $89.3K
3.92K $2.24M
VO
Vanguard Mid Cap ETF

ETFs
-40
- 0.44%
$237.84 - $263.83 $9.51K - $10.6K
9.14K $2.41M
IBM
International Business Machines Corp

Technology
-125
- 2.77%
$175.1 - $223.38 $21.9K - $27.9K
4.39K $971K
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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