High Net Worth Advisory Group LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $388 Million distributed in 235 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $27.3M, Nvidia Corp with a value of $20.7M, Vanguard Whitehall Fds (Vangua with a value of $14.3M, Vanguard Dividend Appreciation with a value of $13.9M, and Apple Inc. with a value of $13.7M.
Examining the 13F form we can see an increase of $28.7M in the current position value, from $359M to 388M.
High Net Worth Advisory Group LLC is based out at Naples, FL
Below you can find more details about High Net Worth Advisory Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$388 Million
ETFs: $224 Million
Technology: $50.9 Million
Healthcare: $30.7 Million
Financial Services: $17.5 Million
Consumer Cyclical: $15.7 Million
Consumer Defensive: $15 Million
Industrials: $13.6 Million
Communication Services: $9.55 Million
Other: $10.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
