High Net Worth Advisory Group LLC Sells in Q2 2025

High Net Worth Advisory Group LLC

  • $359 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock Inc
-8
- 3.32%
N/A
233 $0
Neos ETF Trust
-3.98K
- 18.17%
N/A
17.9K $0
JGRO
J P Morgan Exchange Traded Fd
-35
- 0.44%
N/A
8.01K $0
VCIT
Vanguard Intermediate Term Cor

ETFs
-170
- 1.28%
$79.56 - $82.92 $13.5K - $14.1K
13.1K $1.09M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-174
- 1.09%
$32.99 - $38.56 $5.74K - $6.71K
15.8K $599K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-581
- 0.96%
$85.42 - $94.39 $49.6K - $54.8K
59.8K $5.61M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-271
- 2.59%
$19.6 - $24.44 $5.31K - $6.62K
10.2K $249K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-3.45K
- 3.97%
$45.88 - $54.4 $158K - $188K
83.5K $4.54M
APH
Amphenol Corp

Technology
-650
- 18.06%
$59.09 - $98.75 $38.4K - $64.2K
2.95K $291K
MCO
Moodys Corp

Financial Services
-4
- 0.23%
$396.7 - $501.59 $1.59K - $2.01K
1.74K $872K
AMD
Advanced Micro Devices Inc

Technology
-72
- 3.6%
$78.21 - $143.81 $5.63K - $10.4K
1.93K $273K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-132
- 0.72%
$39.89 - $49.46 $5.27K - $6.53K
18.3K $905K
GOOGL
Alphabet Inc.

Communication Services
-675
- 7.72%
$144.7 - $178.6 $97.7K - $121K
8.07K $1.42M
VV
Vanguard Large Cap ETF

ETFs
-92
- 2.59%
$228.25 - $285.3 $21K - $26.2K
3.46K $985K
ABT
Abbott Laboratories

Healthcare
-61
- 0.16%
$123.95 - $138.08 $7.56K - $8.42K
37.6K $5.11M
XLK
Technology Sector Spdr

ETFs
-1
- 0.03%
$179.73 - $253.23 $180 - $253
2.86K $724K
GOOG
Alphabet Inc.

Communication Services
-400
- 4.05%
$146.58 - $180.01 $58.6K - $72K
9.47K $1.68M
CAT
Caterpillar Inc

Industrials
-50
- 1.68%
$273.94 - $388.21 $13.7K - $19.4K
2.93K $1.14M
RJF
Raymond James Financial Inc

Financial Services
-364
- 2.51%
$123.65 - $153.88 $45K - $56K
14.1K $2.17M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.07K
- 1.85%
$51.16 - $62.02 $54.6K - $66.2K
56.7K $3.52M
ORCL
Oracle Corp

Technology
-7
- 0.33%
$122.82 - $218.63 $860 - $1.53K
2.12K $464K
ETN
Eaton Corp PLC

Industrials
-47
- 2.1%
$246.52 - $356.99 $11.6K - $16.8K
2.19K $781K
DELL
Dell Technologies Inc.

Technology
-80
- 1.25%
$71.63 - $125.98 $5.73K - $10.1K
6.33K $776K
IBM
International Business Machines Corp

Technology
-67
- 1.27%
$221.03 - $294.78 $14.8K - $19.8K
5.22K $1.54M
IEFA
Ishares Tr

ETFs
-1.57K
- 2.83%
$67.83 - $84.09 $106K - $132K
53.8K $4.49M
JPM
Jpmorgan Chase & CO

Financial Services
-555
- 5.17%
$210.28 - $289.91 $117K - $161K
10.2K $2.95M
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
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