High Net Worth Advisory Group LLC Purchases in Q3 2025

High Net Worth Advisory Group LLC

  • $388 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
215
+ 0.48%
$567.77 - $614.76 $122K - $132K
44.6K $27.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.44K
+ 6.78%
$132.9 - $142.03 $856K - $915K
101K $14.3M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
21.2K
+ 25.42%
$53.81 - $57.52 $1.14M - $1.22M
105K $6.02M
CGDV
Capital Group Divid Value ETF

ETFs
34K
New
$39.59 - $42.21 $1.35M - $1.44M
34K $1.43M
TSLA
Tesla, Inc.

Consumer Cyclical
856
+ 15.28%
$293.94 - $444.72 $252K - $381K
6.46K $2.87M
VTI
Vanguard Total Stock Market Et

ETFs
2.25K
+ 17.55%
$303.93 - $329.86 $684K - $742K
15.1K $4.95M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.15K
+ 46.99%
$362.31 - $405.74 $780K - $874K
6.74K $2.71M
VUG
Vanguard Growth ETF

ETFs
795
+ 5.36%
$433.97 - $484.08 $345K - $385K
15.6K $7.49M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
15.3K
+ 92.31%
$48.5 - $50.19 $742K - $768K
31.9K $1.6M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
6.39K
+ 13.57%
$79.76 - $85.78 $509K - $548K
53.5K $4.53M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.13K
+ 62.58%
$435.72 - $463.74 $493K - $525K
2.94K $1.36M
VGT
Vanguard Information Technolog

ETFs
115
+ 2.09%
$656.44 - $753.15 $75.5K - $86.6K
5.63K $4.2M
VB
Vanguard Small Cap ETF

ETFs
1.76K
+ 44.22%
$237.58 - $259.17 $419K - $457K
5.75K $1.46M
VGSH
Vanguard

ETFs
8.53K
New
$58.43 - $58.88 $498K - $502K
8.53K $501K
HD
Home Depot, Inc.

Consumer Cyclical
152
+ 1.55%
$357.4 - $423.42 $54.3K - $64.4K
9.99K $4.05M
BAC
Bank Of America Corp

Financial Services
6.31K
+ 37.31%
$44.92 - $52.42 $283K - $331K
23.2K $1.2M
GLD
Spdr Gold Trust

ETFs
500
+ 12.7%
$300.96 - $355.47 $150K - $178K
4.44K $1.58M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
627
+ 18.29%
$103.83 - $179.9 $65.1K - $113K
4.06K $724K
VO
Vanguard Mid Cap ETF

ETFs
659
+ 6.83%
$279.83 - $293.74 $184K - $194K
10.3K $3.03M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.67K
+ 4.44%
$70.77 - $73.59 $189K - $197K
62.9K $4.61M
PH
Parker Hannifin Corp

Industrials
14
+ 0.3%
$697.13 - $769.67 $9.76K - $10.8K
4.69K $3.56M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.38K
+ 1.44%
$26.38 - $27.95 $89.2K - $94.6K
238K $6.49M
CYTK
Cytokinetics Inc

Healthcare
5K
New
$33.23 - $54.96 $166K - $275K
5K $274K
JPM
Jpmorgan Chase & CO

Financial Services
16
+ 0.16%
$282.78 - $316.06 $4.52K - $5.06K
10.2K $3.21M
BLTE
Belite Bio, Inc

Healthcare
3.5K
New
$56.81 - $74.0 $199K - $259K
3.5K $259K
JNJ
Johnson & Johnson

Healthcare
78
+ 1.08%
$155.17 - $185.42 $12.1K - $14.5K
7.27K $1.35M
VTV
Vanguard Value ETF

ETFs
570
+ 4.13%
$175.51 - $186.57 $100K - $106K
14.4K $2.68M
AMZN
Amazon Com Inc

Consumer Cyclical
1.06K
+ 4.03%
$211.65 - $238.24 $225K - $253K
27.5K $6.03M
BA
Boeing CO

Industrials
1.03K
+ 51.25%
$209.79 - $237.38 $215K - $243K
3.03K $652K
VIG
Vanguard Dividend Appreciation

ETFs
1.26K
+ 1.67%
N/A
76.4K $13.9M
CGGR
Capital Group Growth ETF Shs C

ETFs
5.09K
New
$40.2 - $44.58 $205K - $227K
5.09K $223K
AVDE
American Centy ETF Tr Avantis

ETFs
2.78K
New
$73.24 - $79.04 $204K - $220K
2.78K $219K
IQV
Iqvia Holdings Inc.

Healthcare
1.15K
New
$157.68 - $200.82 $181K - $231K
1.15K $218K
INDA
Ishares Msci India Index Fund

ETFs
4.15K
New
$51.98 - $55.84 $216K - $232K
4.15K $216K
AVEM
American Centy ETF Tr Avantis

ETFs
2.84K
New
$68.33 - $75.41 $194K - $214K
2.84K $213K
DVY
Ishares Tr

ETFs
10
+ 0.05%
$133.88 - $142.57 $1.34K - $1.43K
22K $3.12M
MMM
3 M CO

Industrials
1.33K
New
$144.41 - $160.2 $192K - $213K
1.33K $205K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.81K
New
$39.8 - $42.86 $191K - $206K
4.81K $205K
FNDX
Schwab Fundamental U S Large C

ETFs
7.83K
New
$24.38 - $26.34 $191K - $206K
7.83K $205K
PLTR
Palantir Technologies Inc.

Technology
1.1K
New
$130.68 - $186.97 $144K - $206K
1.1K $200K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
13K
+ 8.68%
$8.55 - $9.1 $111K - $118K
163K $1.48M
QQQ
Invesco Qqq Trust, Series 1

ETFs
166
+ 19.3%
$546.99 - $602.2 $90.8K - $100K
1.03K $615K
CEG
Constellation Energy Corp

Utilities
350
+ 12.93%
$298.82 - $354.89 $105K - $124K
3.06K $1.01M
HDV
Ishares Core High Dividend ETF

ETFs
57
+ 0.25%
$118.16 - $123.66 $6.74K - $7.05K
23.2K $2.83M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
2.32K
+ 14.7%
$38.1 - $40.7 $88.4K - $94.4K
18.1K $717K
VBR
Vanguard Small Cap Value ETF

ETFs
214
+ 4.11%
$195.41 - $212.37 $41.8K - $45.4K
5.43K $1.13M
FDVV
Fidelity High Dividend ETF

ETFs
1K
+ 6.61%
$52.42 - $55.71 $52.4K - $55.7K
16.1K $898K
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.13%
$215.01 - $273.02 $1.08K - $1.37K
3.72K $934K
APH
Amphenol Corp

Technology
267
+ 9.05%
$97.39 - $125.4 $26K - $33.5K
3.22K $398K
Activity Summary
Buys All Purchases 100 New Holdings 16 Increased Positions 84 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track High Net Worth Advisory Group LLC Portfolio

Follow High Net Worth Advisory Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of High Net Worth Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Net Worth Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email