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High Net Worth Advisory Group LLC
High Net Worth Advisory Group LLC is an institution, managing $414.1M across 232 long positions as of Q3 2025 with 55% ETF concentration.
- Portfolio Value
- $414.1M
- Positions
- 232
- Top Holding
- VOO at 6.6%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in High Net Worth Advisory Group LLC's portfolio (34.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $27.3M | 6.60% | +$131.7K Bought | — 44.6K shares | |
Semiconductors Technology | $20.7M | 5.01% | -$124.1K Sold | 0.00% 111.1K shares | |
Unknown Unknown | $16.5M | 3.98% | +$271.5K Bought | — 76.4K shares | |
ETF ETF | $14.3M | 3.45% | +$907.6K Bought | — 101.4K shares | |
Consumer Electronics Technology | $13.7M | 3.31% | -$968.4K Sold | 0.00% 53.8K shares | |
ETF ETF | $13.5M | 3.27% | -$90.6K Sold | — 135.0K shares | |
Drug Manufacturers - General Healthcare | $10.5M | 2.55% | -$105.1K Sold | 0.00% 45.5K shares | |
ETF ETF | $10.2M | 2.47% | -$327.6K Sold | — 179.4K shares | |
ETF ETF | $9.3M | 2.23% | +$3.5M Bought | — 266.5K shares | |
ETF ETF | $7.5M | 1.81% | +$381.3K Bought | — 15.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in High Net Worth Advisory Group LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for High Net Worth Advisory Group LLC
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