High Net Worth Advisory Group LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Naples, FL
CIK
0001919142
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 223 364,872 VOO, VIG, AAPL, AGG 13F-HR 10/11/2024 000108514624004843
Q2 2024 218 330,002 VOO, VIG, NVDA, AAPL 13F-HR 7/17/2024 000108514624003074
Q1 2024 215 317,696 VOO, VIG, AGG, VYM 13F-HR 4/11/2024 000108514624001738
Q4 2023 196 269,303 VOO, AAPL, AGG, VIG 13F-HR 1/8/2024 000108514624000060
Q3 2023 188 249,557 VOO, AAPL, AGG, VIG 13F-HR 10/5/2023 000108514623003594
Q2 2023 197 257,756 VOO, AAPL, VIG, AGG 13F-HR 7/7/2023 000108514623002572
Q1 2023 191 245,422 VOO, AAPL, VIG, AGG 13F-HR 4/20/2023 000108514623001795
Q4 2022 627 257,260 VOO, VIG, AGG, AAPL 13F-HR 2/14/2023 000139834423003392
Q3 2022 689 233,999 VOO, AAPL, AGG, VIG 13F-HR 10/24/2022 000139834422020617
Q2 2022 683 240,976 VOO, AAPL, AGG, VIG 13F-HR 8/10/2022 000139834422015167
Q1 2022 692 275,124 VOO, AAPL, AGG, VIG RESTATEMENT 8/10/2022 000139834422015203
Q4 2021 694 286,385 VOO, AAPL, AGG, VIG RESTATEMENT 8/10/2022 000139834422015197
Additional filings from High Net Worth Advisory Group LLC that have since been restated