High Net Worth Advisory Group LLC Portfolio Holdings

High Net Worth Advisory Group LLC

  • $388 Million
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$76.4B
$378,000 0.1% of portfolio
4,620
Q1 2025 Reduced 20.34%
$0
$378,000 0.1% of portfolio
8,503
Q3 2025 Added 1.23%
$0
$396,000 0.1% of portfolio
10,000
Q4 2023 Added 42.86%
$0
$378,000 0.1% of portfolio
5,300
Q2 2022 Added 6.0%
$73.7B
$344,000 0.09% of portfolio
1,715
Q3 2025 Added 2.14%
$5.19B
$331,000 0.09% of portfolio
2,801
Q2 2025 Added 0.04%
$0
$367,000 0.09% of portfolio
784
Q3 2025 Reduced 2.37%
$0
$367,000 0.09% of portfolio
1,518
Q3 2025 Reduced 0.33%
$264B
$356,000 0.09% of portfolio
2,779
Q3 2025 Reduced 3.17%
$160B
$368,000 0.09% of portfolio
4,886
Q3 2025 Reduced 20.28%
$0
$331,000 0.09% of portfolio
495
Q4 2024 Reduced 2.75%
$0
$331,000 0.09% of portfolio
556
Q3 2025 Reduced 0.54%
$74.8B
$311,000 0.08% of portfolio
1,193
Q3 2025 Added 1.79%
$97.5B
$307,000 0.08% of portfolio
1,594
Q1 2024 New
$67.5B
$324,000 0.08% of portfolio
2,221
Q3 2025 Reduced 4.31%
$0
$305,000 0.08% of portfolio
6,524
Q3 2025 Added 0.02%
$0
$292,000 0.08% of portfolio
1,250
Q2 2025 New
$128B
$297,000 0.08% of portfolio
595
Q3 2025 Reduced 10.26%
$102B
$306,000 0.08% of portfolio
4,639
Q3 2025 Added 1.98%
$0
$316,000 0.08% of portfolio
2,500
Q4 2023 New
$89.1B
$322,000 0.08% of portfolio
529
Q3 2025 Added 2.92%
$0
$258,000 0.07% of portfolio
2,700
Q4 2024 Reduced 12.34%
$0
$278,000 0.07% of portfolio
4,641
Q3 2025 Reduced 7.81%
$69.3B
$263,000 0.07% of portfolio
3,160
Q3 2025 Reduced 16.0%
$340B
$254,000 0.07% of portfolio
847
Q2 2025 New
$0
$266,000 0.07% of portfolio
10,800
Q2 2023 New
$40.6B
$287,000 0.07% of portfolio
2,311
Q3 2025 Reduced 7.26%
$0
$282,000 0.07% of portfolio
4,450
Q4 2024 Reduced 8.25%
$135B
$286,000 0.07% of portfolio
1,360
Q4 2024 Added 5.43%
$0
$285,000 0.07% of portfolio
3,361
Q1 2025 Reduced 8.74%
$4.21B
$259,000 0.07% of portfolio
3,000
Q4 2023 New
$5.86B
$274,000 0.07% of portfolio
5,000
Q3 2025 New
$29.8B
$287,000 0.07% of portfolio
3,945
Q1 2025 Reduced 1.38%
$0
$268,000 0.07% of portfolio
10,195
Q2 2025 Reduced 2.59%
$0
$272,000 0.07% of portfolio
6,022
Q1 2024 New
$411B
$286,000 0.07% of portfolio
1,770
Q3 2025 Reduced 8.29%
$176B
$290,000 0.07% of portfolio
10,293
Q3 2025 Added 4.0%
$2.29B
$259,000 0.07% of portfolio
3,500
Q3 2025 New
$13.5B
$254,000 0.07% of portfolio
3,770
Q1 2025 New
$58.8B
$226,000 0.06% of portfolio
4,960
Q2 2025 Reduced 9.44%
$64.3B
$242,000 0.06% of portfolio
3,329
Q2 2025 New
$0
$217,000 0.06% of portfolio
1,070
Q3 2025 Reduced 2.82%
$0
$242,000 0.06% of portfolio
1,870
Q2 2025 Reduced 1.84%
$0
$216,000 0.06% of portfolio
4,150
Q3 2025 New
$0
$227,000 0.06% of portfolio
2,884
Q3 2025 Reduced 9.71%
$55.7B
$233,000 0.06% of portfolio
3,209
Q1 2025 New
$0
$219,000 0.06% of portfolio
2,782
Q3 2025 New
$0
$223,000 0.06% of portfolio
5,091
Q3 2025 New
$97B
$245,000 0.06% of portfolio
5,436
Q3 2025 Reduced 54.09%

Summary

  • Portfolio
  • No. of Stocks 235
  • Current Value $388 Million
  • Prior Value $359 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 16 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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