HoldingsChannel.com
High Net Worth Advisory Group LLC Top Holdings
As of  09/30/2022, below is a summary of the High Net Worth Advisory Group LLC top holdings by largest position size, as per the latest 13f filing made by High Net Worth Advisory Group LLC. In the High Net Worth Advisory Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by High Net Worth Advisory Group LLC in that top holding, then the share count change between reporting periods, and finally the High Net Worth Advisory Group LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 42,214 +916 $13,859
     VOO42,214+916$13,859
APPLE INC 65,128 -9,393 $9,001
     AAPL65,128-9,393$9,001
ISHARES TR (AGG) 88,978 +1,164 $8,572
     AGG88,978+1,164$8,572
VANGUARD SPECIALIZED FUNDS (VIG) 60,432 +1,508 $8,168
     VIG60,432+1,508$8,168
VANGUARD WHITEHALL FDS (VYM) 72,055 +72,055 $6,837
     VYM72,055+72,055$6,837
ISHARES TR (USMV) 102,633 +630 $6,784
     USMV102,633+630$6,784
ABBVIE INC 44,138 UNCH $5,924
     ABBV44,138UNCH$5,924
PEPSICO INC 32,476 -540 $5,302
     PEP32,476-540$5,302
SCHWAB STRATEGIC TR 59,791 -79 $3,972
     SCHD59,791-79$3,972
ISHARES TR (IEFA) 75,206 +884 $3,961
     IEFA75,206+884$3,961
ABBOTT LABS 39,469 +1 $3,819
     ABT39,469+1$3,819
AMGEN INC 15,803 UNCH $3,562
     AMGN15,803UNCH$3,562
MICROSOFT CORP 13,121 +151 $3,056
     MSFT13,121+151$3,056
AMAZON COM INC 23,780 +1,500 $2,687
     AMZN23,780+1,500$2,687
HUBSPOT INC 9,730 +50 $2,628
     HUBS9,730+50$2,628
J P MORGAN EXCHANGE TRADED F (JEPI) 49,234 +7,863 $2,522
     JEPI49,234+7,863$2,522
ISHARES TR (IJH) 11,189 +40 $2,453
     IJH11,189+40$2,453
ISHARES TR (DVY) 22,795 +194 $2,444
     DVY22,795+194$2,444
HOME DEPOT INC 8,754 -405 $2,416
     HD8,754-405$2,416
VANGUARD WHITEHALL FDS (VIGI) 36,862 +2,186 $2,285
     VIGI36,862+2,186$2,285
ISHARES TR (ISTB) 48,899 +345 $2,254
     ISTB48,899+345$2,254
EXXON MOBIL CORP 25,110 +1,100 $2,192
     XOM25,110+1,100$2,192
INVESCO EXCH TRADED FD TR II (SPLV) 34,869 -498 $2,016
     SPLV34,869-498$2,016
SPDR S&P 500 ETF TR (SPY) 5,447 +1 $1,946
     SPY5,447+1$1,946
PROCTER AND GAMBLE CO 15,399 -228 $1,944
     PG15,399-228$1,944
ISHARES TR (SMMV) 59,956 +751 $1,913
     SMMV59,956+751$1,913
PFIZER INC 42,318 -300 $1,852
     PFE42,318-300$1,852
ISHARES TR (HDV) 18,962 +19 $1,731
     HDV18,962+19$1,731
VANGUARD INDEX FDS (VUG) 7,944 -44 $1,700
     VUG7,944-44$1,700
VANGUARD WHITEHALL FDS (VYMI) 32,637 +29 $1,698
     VYMI32,637+29$1,698
JPMORGAN CHASE & CO 16,218 +2,740 $1,695
     JPM16,218+2,740$1,695
NVIDIA CORPORATION 13,885 +649 $1,686
     NVDA13,885+649$1,686
ISHARES TR (IJR) 19,289 +83 $1,682
     IJR19,289+83$1,682
JOHNSON & JOHNSON 10,299 -58 $1,682
     JNJ10,299-58$1,682
ALPHABET INC 17,360 +16,388 $1,660
     GOOGL17,360+16,388$1,660
LILLY ELI & CO 5,094 -49 $1,647
     LLY5,094-49$1,647
BRISTOL MYERS SQUIBB CO 22,681 -3,330 $1,612
     BMY22,681-3,330$1,612
VANGUARD INDEX FDS (VO) 8,480 +213 $1,594
     VO8,480+213$1,594
TESLA INC 5,842 +3,369 $1,550
     TSLA5,842+3,369$1,550
VERIZON COMMUNICATIONS INC 40,209 -1,627 $1,527
     VZ40,209-1,627$1,527
UNITED PARCEL SERVICE INC 9,424 UNCH $1,522
     UPS9,424UNCH$1,522
MERCK & CO INC 17,271 -100 $1,487
     MRK17,271-100$1,487
RAYMOND JAMES FINL INC 14,631 UNCH $1,446
     RJF14,631UNCH$1,446
ISHARES INC (IEMG) 33,263 +349 $1,430
     IEMG33,263+349$1,430
CHEVRON CORP NEW 9,809 +773 $1,409
     CVX9,809+773$1,409
ISHARES TR (USHY) 41,781 +464 $1,405
     USHY41,781+464$1,405
ALPHABET INC 13,945 +13,173 $1,341
     GOOG13,945+13,173$1,341
COCA COLA CO 23,874 UNCH $1,337
     KO23,874UNCH$1,337
INVESCO EXCHANGE TRADED FD T (SPHQ) 33,463 +7 $1,330
     SPHQ33,463+7$1,330
VANGUARD WORLD FDS (VHT) 5,924 +25 $1,325
     VHT5,924+25$1,325

See Full List: All Stocks Held By High Net Worth Advisory Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By High Net Worth Advisory Group LLC

Size ($ in 1000's)
At 09/30/2022: $233,999
At 06/30/2022: $240,976

High Net Worth Advisory Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from High Net Worth Advisory Group LLC 13F filings. Link to 13F filings: SEC filings

High Net Worth Advisory Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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