High Net Worth Advisory Group LLC Reduced Holdings in Q4 2025

High Net Worth Advisory Group LLC

  • $400 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
-78.7K
- 34.25%
$10.53 - $10.74 $829K - $845K
151K $1.61M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-13.1K
- 7.28%
$56.0 - $57.6 $731K - $752K
166K $9.44M
COST
Costco Wholesale Corp

Consumer Defensive
-653
- 20.35%
$910.94 - $954.99 $595K - $624K
2.56K $2.33M
HUBS
Hubspot Inc

Technology
-179
- 2.71%
$386.35 - $494.58 $69.2K - $88.5K
6.42K $2.54M
HD
Home Depot, Inc.

Consumer Cyclical
-20
- 0.2%
$358.03 - $397.02 $7.16K - $7.94K
9.97K $3.57M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-600
- 24.37%
$475.68 - $513.11 $285K - $308K
1.86K $947K
BA
Boeing CO

Industrials
-1.02K
- 33.72%
$191.81 - $225.32 $196K - $230K
2.01K $384K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.18K
- 3.64%
$92.34 - $95.43 $201K - $208K
57.5K $5.42M
MSFT
Microsoft Corp

Technology
-171
- 1.35%
$496.82 - $542.07 $85K - $92.7K
12.5K $6.35M
JPM
Jpmorgan Chase & CO

Financial Services
-208
- 2.04%
$294.11 - $320.41 $61.2K - $66.6K
9.98K $3M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
-17K
- 37.0%
$9.85 - $10.02 $167K - $170K
28.9K $286K
ORCL
Oracle Corp

Technology
-100
- 4.73%
$217.57 - $313.0 $21.8K - $31.3K
2.01K $442K
UNP
Union Pacific Corp

Industrials
-528
- 23.26%
$216.37 - $237.41 $114K - $125K
1.74K $384K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-1.6K
- 11.28%
$85.3 - $88.17 $136K - $141K
12.6K $1.1M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-285
- 7.03%
$153.8 - $189.34 $43.8K - $54K
3.77K $594K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1K
- 26.32%
$118.29 - $126.28 $118K - $126K
2.8K $338K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-667
- 1.67%
$70.3 - $73.05 $46.9K - $48.7K
39.4K $2.83M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-11K
- 6.79%
$9.01 - $9.36 $99.6K - $103K
152K $1.38M
DUK
Duke Energy Corp

Utilities
-870
- 13.12%
$121.57 - $129.03 $106K - $112K
5.76K $721K
VUG
Vanguard Growth ETF

ETFs
-329
- 2.11%
$470.44 - $504.26 $155K - $166K
15.3K $7.4M
VBR
Vanguard Small Cap Value ETF

ETFs
-302
- 5.56%
$201.42 - $211.15 $60.8K - $63.8K
5.13K $1.05M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-1.58K
- 13.61%
$50.75 - $51.37 $80.4K - $81.4K
10.1K $514K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-1.64K
- 15.5%
$41.91 - $43.15 $68.8K - $70.8K
8.95K $380K
UPS
United Parcel Service Inc

Industrials
-1.03K
- 32.56%
$82.87 - $97.4 $85.3K - $100K
2.13K $200K
SHYD
Vaneck Short High Yield Muni E

ETFs
-2.06K
- 2.02%
$22.74 - $22.89 $46.9K - $47.2K
100K $2.28M
BMY
Bristol Myers Squibb CO

Healthcare
-1.3K
- 23.91%
$42.6 - $49.08 $55.4K - $63.8K
4.14K $193K
DIS
Walt Disney CO

Communication Services
-83
- 1.74%
$105.69 - $116.65 $8.77K - $9.68K
4.69K $495K
GS
Goldman Sachs Group Inc

Financial Services
-24
- 1.63%
$744.6 - $838.97 $17.9K - $20.1K
1.45K $1.12M
MCD
Mcdonalds Corp

Consumer Cyclical
-165
- 9.36%
$293.81 - $310.11 $48.5K - $51.2K
1.6K $487K
FDN
First Tr Fd Dow Jones

ETFs
-125
- 9.06%
$269.33 - $285.7 $33.7K - $35.7K
1.26K $338K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
-12.3K
- 54.99%
$3.77 - $3.89 $46.3K - $47.8K
10.1K $38K
MO
Altria Group, Inc.

Consumer Defensive
-90
- 1.94%
$56.38 - $66.65 $5.07K - $6K
4.55K $264K
VIG
Vanguard Dividend Appreciation

ETFs
-232
- 0.3%
N/A
76.2K $13.9M
VZ
Verizon Communications Inc

Communication Services
-131
- 1.13%
$38.4 - $43.83 $5.03K - $5.74K
11.4K $468K
HDV
Ishares Core High Dividend ETF

ETFs
-286
- 1.24%
$118.22 - $122.79 $33.8K - $35.1K
22.9K $2.8M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-665
- 1.06%
$72.21 - $75.0 $48K - $49.9K
62.2K $4.57M
IWM
Ishares Russell 2000 ETF

ETFs
-115
- 7.58%
$236.79 - $250.33 $27.2K - $28.8K
1.4K $333K
VCIT
Vanguard Intermediate Term Cor

ETFs
-270
- 1.98%
$83.45 - $84.82 $22.5K - $22.9K
13.3K $1.11M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-2.11K
- 1.12%
$24.85 - $25.28 $52.5K - $53.4K
187K $4.67M
T
At&T Inc.

Communication Services
-63
- 0.61%
$24.44 - $27.55 $1.54K - $1.74K
10.2K $260K
LMT
Lockheed Martin Corp

Industrials
-20
- 3.36%
$452.1 - $514.24 $9.04K - $10.3K
575 $270K
ITW
Illinois Tool Works Inc

Industrials
-21
- 1.76%
$242.03 - $260.73 $5.08K - $5.48K
1.17K $285K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-168
- 8.98%
$124.47 - $130.07 $20.9K - $21.9K
1.7K $217K
WMB
Williams Companies, Inc.

Energy
-84
- 1.16%
$56.51 - $64.48 $4.75K - $5.42K
7.17K $437K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-608
- 3.36%
$52.54 - $55.77 $31.9K - $33.9K
17.5K $960K
WMT
Walmart Inc.

Consumer Defensive
-167
- 0.68%
$101.18 - $109.03 $16.9K - $18.2K
24.5K $2.53M
IVV
Ishares Core S&P 500 ETF

ETFs
-28
- 5.66%
$656.2 - $690.71 $18.4K - $19.3K
467 $315K
WFC
Wells Fargo & Company

Financial Services
-143
- 3.0%
$77.62 - $87.3 $11.1K - $12.5K
4.62K $385K
CRWD
Crowd Strike Holdings, Inc.

Technology
-163
- 10.31%
$482.23 - $557.53 $78.6K - $90.9K
1.42K $762K
Activity Summary
Buys All Purchases 94 New Holdings 14 Increased Positions 80 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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