High Net Worth Advisory Group LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $359 Million distributed in 227 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 $25.2M, Nvidia Corp with a value of $17.7M, Vanguard Dividend Appreciation with a value of $13.7M, Ishares Core U.S. Aggregate Bo with a value of $13.5M, and Vanguard Whitehall Fds (Vangua with a value of $12.7M.
Examining the 13F form we can see an increase of $19.3M in the current position value, from $340M to 359M.
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
$359 Million
ETFs: $205 Million
Technology: $46.4 Million
Healthcare: $29.5 Million
Financial Services: $16.2 Million
Consumer Defensive: $15.7 Million
Consumer Cyclical: $13.4 Million
Industrials: $13.2 Million
Communication Services: $8.58 Million
Other: $11.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
