High Net Worth Advisory Group LLC has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $358 Million distributed in 223 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 $21.4M, Apple Inc. with a value of $14.9M, Vanguard Dividend Appreciation with a value of $14.1M, Ishares Core U.S. Aggregate Bo with a value of $13.7M, and Nvidia Corp with a value of $12.8M.
Examining the 13F form we can see an increase of $23.8M in the current position value, from $334M to 358M.
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
$358 Million
ETFs: $202 Million
Technology: $41.6 Million
Healthcare: $35 Million
Consumer Defensive: $16.8 Million
Financial Services: $16.7 Million
Industrials: $14 Million
Consumer Cyclical: $13 Million
Communication Services: $7.11 Million
Other: $11.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
