High Net Worth Advisory Group LLC Incresed Positions 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
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
VOT
Vanguard Mid Cap Growth Index

ETFs
2.08K
+ 138.87%
$282.75 - $294.19 $589K - $613K
3.58K $1.05M
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
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
JPM
Jpmorgan Chase & CO

Financial Services
16
+ 0.16%
$282.78 - $316.06 $4.52K - $5.06K
10.2K $3.21M
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
DVY
Ishares Tr

ETFs
10
+ 0.05%
$133.88 - $142.57 $1.34K - $1.43K
22K $3.12M
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
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.13%
$215.01 - $273.02 $1.08K - $1.37K
3.72K $934K
FDVV
Fidelity High Dividend ETF

ETFs
1K
+ 6.61%
$52.42 - $55.71 $52.4K - $55.7K
16.1K $898K
APH
Amphenol Corp

Technology
267
+ 9.05%
$97.39 - $125.4 $26K - $33.5K
3.22K $398K
RYLD
Global X Fds Russell 2000 Cove

ETFs
5.8K
+ 6.66%
$14.46 - $15.29 $83.9K - $88.7K
92.9K $1.4M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
4.21K
+ 1.87%
$9.87 - $10.65 $41.5K - $44.8K
230K $2.43M
XLK
Technology Sector Spdr

ETFs
1
+ 0.03%
$250.97 - $282.66 $251 - $283
2.86K $806K
IBM
International Business Machines Corp

Technology
523
+ 10.01%
$234.77 - $292.47 $123K - $153K
5.75K $1.62M
VV
Vanguard Large Cap ETF

ETFs
2
+ 0.06%
$285.05 - $309.14 $570 - $618
3.46K $1.06M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
6.74K
+ 17.2%
$9.44 - $10.39 $63.6K - $70K
45.9K $456K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
649
+ 1.65%
$72.01 - $74.44 $46.7K - $48.3K
40K $2.94M
NOC
Northrop Grumman Corp

Industrials
15
+ 2.92%
$498.9 - $609.32 $7.48K - $9.14K
529 $322K
SO
Southern CO

Utilities
174
+ 1.11%
$90.83 - $96.0 $15.8K - $16.7K
15.9K $1.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
522
+ 3.99%
$81.75 - $84.54 $42.7K - $44.1K
13.6K $1.14M
AEP
American Electric Power CO Inc

Utilities
40
+ 0.81%
$103.26 - $115.0 $4.13K - $4.6K
5K $562K
AMGN
Amgen Inc

Healthcare
2
+ 0.01%
$271.18 - $309.22 $542 - $618
15.1K $4.26M
ETN
Eaton Corp PLC

Industrials
11
+ 0.5%
$342.99 - $392.76 $3.77K - $4.32K
2.2K $823K
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
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