High Net Worth Advisory Group LLC Reduced Holdings in Q4 2024

High Net Worth Advisory Group LLC

  • $345 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-400
- 8.25%
$60.51 - $65.57 $24.2K - $26.2K
4.45K $270K
IBM
International Business Machines Corp

Technology
-88
- 2.0%
$204.9 - $238.04 $18K - $20.9K
4.31K $946K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-1.23K
- 2.77%
$40.26 - $44.35 $49.5K - $54.5K
43.1K $1.79M
GLD
Spdr Gold Trust

ETFs
-50
- 0.8%
$236.59 - $257.5 $11.8K - $12.9K
6.17K $1.49M
GWW
W.W. Grainger, Inc.

Industrials
-20
- 3.33%
$1023.06 - $1220.93 $20.5K - $24.4K
580 $611K
IWD
Ishares Russell 1000 Val ETF

ETFs
-28
- 2.48%
$183.23 - $199.79 $5.13K - $5.59K
1.1K $203K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-1.4K
- 1.47%
$15.97 - $16.79 $22.3K - $23.4K
93.4K $1.53M
IVV
Ishares Core S&P 500 ETF

ETFs
-14
- 2.75%
$570.51 - $610.59 $7.99K - $8.55K
495 $291K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-730
- 15.63%
$45.39 - $62.98 $33.1K - $46K
3.94K $223K
VV
Vanguard Large Cap ETF

ETFs
-60
- 1.6%
$260.27 - $280.65 $15.6K - $16.8K
3.69K $995K
FDN
First Tr Fd Dow Jones

ETFs
-125
- 7.94%
$210.5 - $257.24 $26.3K - $32.2K
1.45K $352K
IVW
Ishares S&P 500 Growth ETF

ETFs
-14
- 0.35%
$94.43 - $105.47 $1.32K - $1.48K
4K $406K
GILD
Gilead Sciences, Inc.

Healthcare
-125
- 3.11%
$83.95 - $97.9 $10.5K - $12.2K
3.89K $359K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.87K
- 2.0%
$53.94 - $58.15 $101K - $109K
91.8K $5.17M
WMT
Walmart Inc.

Consumer Defensive
-2.18K
- 9.08%
$79.1 - $95.7 $172K - $209K
21.8K $1.97M
WMB
Williams Companies, Inc.

Energy
-1.1K
- 9.79%
$46.37 - $59.74 $51K - $65.7K
10.1K $548K
CSCO
Cisco Systems, Inc.

Technology
-161
- 1.36%
$52.45 - $60.02 $8.44K - $9.66K
11.7K $689K
GOOG
Alphabet Inc.

Communication Services
-999
- 8.86%
$163.08 - $198.16 $163K - $198K
10.3K $1.96M
GOOGL
Alphabet Inc.

Communication Services
-586
- 6.35%
$161.86 - $196.66 $94.8K - $115K
8.64K $1.64M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.46K
- 8.51%
$180.88 - $232.93 $444K - $572K
26.4K $5.8M
AAPL
Apple Inc.

Technology
-2.67K
- 4.18%
$221.69 - $259.02 $593K - $692K
61.3K $15.4M
HUBS
Hubspot Inc

Technology
-167
- 2.52%
$514.07 - $757.4 $85.8K - $126K
6.45K $4.5M
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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