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
MO
Altria Group, Inc.

Consumer Defensive
90
+ 1.98%
$57.75 - $67.68 $5.2K - $6.09K
4.64K $306K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
25
+ 0.29%
$68.24 - $73.73 $1.71K - $1.84K
8.66K $635K
META
Meta Platforms, Inc.

Communication Services
75
+ 1.64%
$695.21 - $791.73 $52.1K - $59.4K
4.65K $3.41M
VIS
Vanguard Industrial ETF

ETFs
1
+ 0.05%
$281.0 - $296.29 $281 - $296
2.12K $629K
CSX
Csx Corp

Industrials
122
+ 1.17%
$32.05 - $36.52 $3.91K - $4.46K
10.5K $373K
PNC
Pnc Financial Services Group, Inc.

Financial Services
36
+ 2.14%
$185.88 - $207.44 $6.69K - $7.47K
1.72K $344K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
153
+ 1.34%
$73.94 - $78.51 $11.3K - $12K
11.6K $898K
SHYD
Vaneck Short High Yield Muni E

ETFs
18
+ 0.02%
$22.31 - $23.01 $402 - $414
102K $2.34M
QCOM
Qualcomm Inc

Technology
21
+ 0.53%
$145.84 - $173.55 $3.06K - $3.64K
3.98K $661K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1
+ 0.02%
$42.67 - $46.91 $42.7 - $46.9
6.52K $305K
WFC
Wells Fargo & Company

Financial Services
63
+ 1.34%
$77.05 - $85.16 $4.85K - $5.37K
4.76K $399K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
84
+ 0.38%
$45.92 - $47.76 $3.86K - $4.01K
22.2K $1.06M
ITW
Illinois Tool Works Inc

Industrials
21
+ 1.79%
$252.31 - $269.41 $5.3K - $5.66K
1.19K $311K
UNP
Union Pacific Corp

Industrials
30
+ 1.34%
$214.91 - $237.16 $6.45K - $7.11K
2.27K $536K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
103
+ 1.23%
$42.39 - $44.63 $4.37K - $4.6K
8.5K $378K
GILD
Gilead Sciences, Inc.

Healthcare
42
+ 1.08%
$108.22 - $120.47 $4.55K - $5.06K
3.94K $436K
T
At&T Inc.

Communication Services
396
+ 4.0%
$26.94 - $29.62 $10.7K - $11.7K
10.3K $290K
CSCO
Cisco Systems, Inc.

Technology
229
+ 1.84%
$66.2 - $71.79 $15.2K - $16.4K
12.7K $867K
Neos ETF Trust
2.94K
+ 11.02%
N/A
29.7K $0
Neos ETF Trust
7.04K
+ 56.34%
N/A
19.5K $0
JGRO
J P Morgan Exchange Traded Fd
796
+ 9.94%
N/A
8.8K $0
Neos ETF Trust
3.82K
+ 21.31%
N/A
21.7K $0
Nebius Group N.V.
1.56K
+ 39.09%
N/A
5.56K $0
Blackrock Inc
7
+ 3.0%
N/A
240 $0
Goldman Sachs ETF Tr
24K
+ 177.57%
N/A
37.5K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
4.07K
+ 7.55%
N/A
57.9K $0
T Rowe Price ETF Inc
11.4K
+ 15.62%
N/A
84.5K $0
Capital Group Core Balanced
102K
+ 61.77%
N/A
267K $0
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
325
+ 0.59%
$86.07 - $90.74 $28K - $29.5K
55.6K $4.98M
WM
Waste Management Inc

Industrials
33
+ 0.68%
$213.88 - $237.1 $7.06K - $7.82K
4.89K $1.08M
TT
Trane Technologies PLC

Industrials
14
+ 0.54%
$398.96 - $472.54 $5.59K - $6.62K
2.58K $1.09M
DIS
Walt Disney CO

Communication Services
83
+ 1.77%
$112.25 - $124.0 $9.32K - $10.3K
4.77K $545K
HUBS
Hubspot Inc

Technology
118
+ 1.82%
$420.79 - $560.9 $49.7K - $66.2K
6.6K $3.09M
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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