High Net Worth Advisory Group LLC Sells in Q3 2025

High Net Worth Advisory Group LLC

  • $388 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-1.6K
- 36.41%
$625.65 - $812.69 $1M - $1.3M
2.79K $2.13M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-11.1K
- 48.9%
$49.32 - $50.93 $549K - $567K
11.6K $590K
XOM
Exxon Mobil Corp

Energy
-4.73K
- 15.2%
$105.83 - $117.22 $500K - $554K
26.4K $2.97M
ABT
Abbott Laboratories

Healthcare
-1.68K
- 4.48%
$120.51 - $136.62 $203K - $230K
35.9K $4.81M
BMY
Bristol Myers Squibb CO

Healthcare
-6.41K
- 54.09%
$43.31 - $48.98 $277K - $314K
5.44K $245K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-5.74K
- 3.1%
$55.61 - $57.37 $319K - $329K
179K $10.2M
WMB
Williams Companies, Inc.

Energy
-2.89K
- 28.52%
$56.52 - $64.01 $164K - $185K
7.26K $459K
PG
Procter & Gamble CO

Consumer Defensive
-420
- 4.2%
$150.47 - $161.22 $63.2K - $67.7K
9.57K $1.47M
UPS
United Parcel Service Inc

Industrials
-602
- 16.0%
$82.58 - $105.54 $49.7K - $63.5K
3.16K $263K
KO
Coca Cola CO

Consumer Defensive
-293
- 1.48%
$65.67 - $71.67 $19.2K - $21K
19.5K $1.29M
VZ
Verizon Communications Inc

Communication Services
-1.9K
- 14.13%
$40.84 - $45.06 $77.6K - $85.6K
11.5K $507K
MKC
Mccormick & CO Inc

Consumer Defensive
-600
- 16.15%
$64.3 - $77.17 $38.6K - $46.3K
3.12K $208K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.5K
- 38.06%
$68.94 - $86.3 $103K - $129K
2.44K $210K
DUK
Duke Energy Corp

Utilities
-870
- 11.6%
$116.31 - $125.93 $101K - $110K
6.63K $820K
VHT
Vanguard Health Care ETF

ETFs
-500
- 8.03%
$239.12 - $259.95 $120K - $130K
5.73K $1.49M
NEE
Nextera Energy Inc

Utilities
-1.24K
- 20.28%
$69.77 - $77.54 $86.7K - $96.4K
4.89K $368K
MRK
Merck & Co., Inc.

Healthcare
-1.51K
- 8.68%
$77.6 - $87.37 $117K - $132K
15.9K $1.34M
ZTS
Zoetis Inc.

Healthcare
-100
- 4.31%
$141.13 - $159.19 $14.1K - $15.9K
2.22K $324K
KMB
Kimberly Clark Corp

Consumer Defensive
-181
- 7.26%
$121.72 - $136.77 $22K - $24.8K
2.31K $287K
PANW
Palo Alto Networks Inc

Technology
-140
- 12.33%
$167.06 - $208.19 $23.4K - $29.1K
995 $202K
GS
Goldman Sachs Group Inc

Financial Services
-222
- 13.12%
$696.56 - $806.32 $155K - $179K
1.47K $1.17M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-310
- 9.71%
$78.11 - $79.07 $24.2K - $24.5K
2.88K $227K
IEMG
Ishares Inc

ETFs
-441
- 1.31%
N/A
33.2K $1.78M
UNH
Unitedhealth Group Inc

Healthcare
-192
- 14.57%
$237.77 - $353.61 $45.7K - $67.9K
1.13K $388K
V
Visa Inc.

Financial Services
-13
- 0.93%
$332.09 - $358.86 $4.32K - $4.67K
1.38K $472K
LMT
Lockheed Martin Corp

Industrials
-68
- 10.26%
$410.74 - $499.21 $27.9K - $33.9K
595 $297K
VEA
Vanguard Ftse Developed Market

ETFs
-393
- 7.81%
$56.02 - $60.3 $22K - $23.7K
4.64K $278K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-392
- 3.81%
$42.43 - $45.05 $16.6K - $17.7K
9.91K $435K
GERN
Geron Corp

Healthcare
-20
- 0.08%
$1.1 - $1.47 $22 - $29.4
25.5K $34K
ALCC
Alt C Acquisition Corp.

Financial Services
-82
- 2.11%
N/A
3.81K $0
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-320
- 0.72%
$37.14 - $37.85 $11.9K - $12.1K
44.1K $1.66M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-249
- 2.3%
$41.17 - $43.65 $10.3K - $10.9K
10.6K $455K
IWD
Ishares Russell 1000 Val ETF

ETFs
-31
- 2.82%
$192.76 - $203.86 $5.98K - $6.32K
1.07K $217K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-76
- 2.99%
$459.11 - $506.91 $34.9K - $38.5K
2.46K $1.24M
NVS
Novartis Ag

Healthcare
-91
- 3.17%
$113.5 - $129.73 $10.3K - $11.8K
2.78K $356K
MCD
Mcdonalds Corp

Consumer Cyclical
-33
- 1.84%
$291.67 - $316.99 $9.63K - $10.5K
1.76K $535K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-194
- 2.17%
$136.48 - $142.97 $26.5K - $27.7K
8.75K $1.23M
AMD
Advanced Micro Devices Inc

Technology
-160
- 8.29%
$134.8 - $184.42 $21.6K - $29.5K
1.77K $286K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-3
- 0.54%
$567.09 - $607.37 $1.7K - $1.82K
556 $331K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.49K
- 4.39%
$62.09 - $66.51 $155K - $166K
54.2K $3.54M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-101
- 0.05%
$24.11 - $24.94 $2.44K - $2.52K
189K $4.7M
MSFT
Microsoft Corp

Technology
-468
- 3.56%
$491.09 - $535.64 $230K - $251K
12.7K $6.57M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-19
- 2.37%
$420.11 - $472.68 $7.98K - $8.98K
784 $367K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-982
- 2.52%
$55.15 - $58.11 $54.2K - $57.1K
38K $2.19M
IWM
Ishares Russell 2000 ETF

ETFs
-5
- 0.33%
$214.92 - $244.84 $1.07K - $1.22K
1.52K $367K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-917
- 5.53%
$108.46 - $120.63 $99.5K - $111K
15.7K $1.86M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-904
- 0.67%
$97.75 - $100.75 $88.4K - $91.1K
135K $13.5M
TJX
Tjx Companies Inc

Consumer Cyclical
-121
- 3.24%
$121.35 - $144.54 $14.7K - $17.5K
3.62K $522K
MDT
Medtronic PLC

Healthcare
-431
- 3.42%
$87.67 - $95.74 $37.8K - $41.3K
12.2K $1.16M
Activity Summary
Buys All Purchases 100 New Holdings 16 Increased Positions 84 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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