High Net Worth Advisory Group LLC Incresed Positions in Q4 2024

High Net Worth Advisory Group LLC

  • $345 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
3.95K
+ 3.74%
$117.0 - $148.88 $463K - $589K
110K $14.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
570
+ 1.4%
$521.84 - $558.82 $297K - $319K
41.2K $22.2M
TSLA
Tesla, Inc.

Consumer Cyclical
236
+ 5.17%
$213.65 - $479.86 $50.4K - $113K
4.8K $1.94M
VUG
Vanguard Growth ETF

ETFs
532
+ 3.83%
$378.79 - $428.11 $202K - $228K
14.4K $5.92M
RJF
Raymond James Financial Inc

Financial Services
366
+ 2.57%
$123.0 - $170.1 $45K - $62.3K
14.6K $2.27M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
55K
+ 550.0%
$8.51 - $9.15 $468K - $503K
65K $558K
VTV
Vanguard Value ETF

ETFs
2.7K
+ 39.36%
$168.32 - $181.87 $454K - $491K
9.56K $1.62M
BMY
Bristol Myers Squibb CO

Healthcare
5.04K
+ 42.23%
$51.92 - $59.94 $262K - $302K
17K $960K
DIS
Walt Disney CO

Communication Services
2.32K
+ 48.36%
$92.39 - $117.6 $214K - $272K
7.1K $790K
VTI
Vanguard Total Stock Market Et

ETFs
875
+ 8.69%
$280.04 - $302.45 $245K - $265K
10.9K $3.17M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
6K
+ 63.29%
$50.02 - $51.24 $300K - $307K
15.5K $776K
FMB
First Tr Exchange Traded Fd Ii

ETFs
4.03K
+ 21.73%
$50.62 - $52.07 $204K - $210K
22.6K $1.15M
VGT
Vanguard Information Technolog

ETFs
45
+ 1.0%
$571.78 - $647.97 $25.7K - $29.2K
4.56K $2.83M
CRWD
Crowd Strike Holdings, Inc.

Technology
352
+ 38.1%
$275.15 - $388.2 $96.9K - $137K
1.28K $436K
VOT
Vanguard Mid Cap Growth Index

ETFs
600
+ 66.67%
$241.48 - $274.89 $145K - $165K
1.5K $380K
VB
Vanguard Small Cap ETF

ETFs
617
+ 17.7%
$233.76 - $261.58 $144K - $161K
4.1K $985K
AVGO
Broadcom Inc.

Technology
16
+ 0.61%
$159.67 - $250.0 $2.55K - $4K
2.63K $608K
SPY
Spdr S&P 500 ETF Trust

ETFs
11
+ 0.1%
$567.81 - $607.81 $6.25K - $6.69K
10.8K $6.33M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.21K
+ 19.68%
$80.13 - $83.77 $177K - $185K
13.4K $1.08M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.14K
+ 4.85%
$57.53 - $60.83 $468K - $495K
176K $10.1M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.22K
+ 23.84%
$55.86 - $60.21 $124K - $133K
11.5K $658K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.06K
+ 5.72%
$61.68 - $67.87 $127K - $139K
38K $2.37M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.81K
+ 3.35%
$65.67 - $69.79 $119K - $126K
55.6K $3.73M
BA
Boeing CO

Industrials
310
+ 18.34%
$138.14 - $180.72 $42.8K - $56K
2K $354K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.03%
$873.59 - $994.69 $874 - $995
3.21K $2.94M
VO
Vanguard Mid Cap ETF

ETFs
333
+ 3.64%
$261.5 - $284.63 $87.1K - $94.8K
9.47K $2.5M
VBR
Vanguard Small Cap Value ETF

ETFs
509
+ 11.26%
$197.36 - $217.3 $100K - $111K
5.03K $996K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
2.05K
+ 8.89%
$47.98 - $49.47 $98.4K - $101K
25.1K $1.21M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.87K
+ 20.95%
$43.84 - $48.76 $81.8K - $91K
10.8K $474K
IEMG
Ishares Inc

ETFs
912
+ 2.78%
N/A
33.7K $1.81M
VIS
Vanguard Industrial ETF

ETFs
274
+ 6.57%
$254.39 - $279.7 $69.7K - $76.6K
4.44K $1.13M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
159K
+ 211.47%
$26.93 - $84.95 $4.29M - $13.5M
235K $6.41M
HON
Honeywell International Inc

Industrials
70
+ 5.43%
$202.84 - $236.0 $14.2K - $16.5K
1.36K $307K
PANW
Palo Alto Networks Inc

Technology
597
+ 100.0%
$181.96 - $405.9 $109K - $242K
1.19K $217K
SJNK
Spdr Bloomberg Short Term High

ETFs
1K
+ 2.86%
$25.09 - $25.69 $25.1K - $25.7K
36K $909K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3
+ 0.22%
$417.69 - $450.94 $1.25K - $1.35K
1.38K $585K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
283
+ 1.82%
$113.92 - $127.38 $32.2K - $36K
15.8K $1.82M
T Rowe Price ETF Inc
7.82K
+ 13.25%
N/A
66.9K $0
Capital Group Core Balanced
112K
+ 821.83%
N/A
126K $0
Neos ETF Trust
5.61K
+ 45.98%
N/A
17.8K $0
Neos ETF Trust
6.85K
+ 106.43%
N/A
13.3K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
16.8K
+ 58.97%
N/A
45.4K $0
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
55
+ 0.81%
$40.26 - $42.88 $2.21K - $2.36K
6.82K $276K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
250
+ 1.55%
$28.6 - $29.27 $7.15K - $7.32K
16.4K $470K
ORCL
Oracle Corp

Technology
7
+ 0.33%
$165.41 - $192.43 $1.16K - $1.35K
2.13K $354K
MUB
Ishares National Muni Bond ETF

ETFs
22
+ 0.31%
$105.78 - $108.7 $2.33K - $2.39K
7.16K $763K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5
+ 0.2%
$442.29 - $483.08 $2.21K - $2.42K
2.54K $1.15M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.29K
+ 6.62%
$44.04 - $49.49 $56.7K - $63.7K
20.7K $913K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
58
+ 0.56%
$43.02 - $47.32 $2.5K - $2.74K
10.4K $449K
Activity Summary
Buys All Purchases 74 New Holdings 13 Increased Positions 61 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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