CIK 1919142
High Net Worth Advisory Group LLC
Institutional 13F holdings & portfolio
Holdings
240
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 240
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| COST | COSTCO WHSL CORP NEW | 3K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 42K | $1M+ | SH |
| GPIX | GOLDMAN SACHS ETF TR | 39K | $1M+ | SH |
| IJR | ISHARES TR | 16K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 42K | $1M+ | SH |
| GLD | SPDR GOLD TR | 4K | $1M+ | SH |
| USHY | ISHARES TR | 47K | $1M+ | SH |
| AOK | ISHARES TR | 44K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 6K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 6K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 11K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| CAT | CATERPILLAR INC | 3K | $1M+ | SH |
| MRK | MERCK & CO INC | 15K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 11K | $1M+ | SH |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | 151K | $1M+ | SH |
| IWMI | NEOS ETF TRUST | 31K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 7K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 3K | $1M+ | SH |
| EXG | EATON VANCE TAX-MANAGED GLOB | 152K | $1M+ | SH |
| SO | SOUTHERN CO | 16K | $1M+ | SH |
| KO | COCA COLA CO | 19K | $1M+ | SH |
| DGRO | ISHARES TR | 19K | $1M+ | SH |
| RTX | RTX CORPORATION | 7K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 23K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 1K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 8K | $1M+ | SH |
| MGV | VANGUARD WORLD FD | 9K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 9K | $1M+ | SH |
| RYLD | GLOBAL X FDS | 79K | $1M+ | SH |
| QQQI | NEOS ETF TRUST | 22K | $1M+ | SH |
| EFA | ISHARES TR | 12K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 12K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 13K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| DLN | WISDOMTREE TR | 13K | $1M+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 19K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 5K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| FMHI | FIRST TR EXCH TRADED FD III | 22K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 3K | $1M+ | SH |
| CSCO | CISCO SYS INC | 14K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 23K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 20K | $1M+ | SH |
| AOM | ISHARES TR | 21K | $1M+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 3K | $1M+ | SH |
| AVGO | BROADCOM INC | 3K | $500K+ | SH |
| VCLT | VANGUARD SCOTTSDALE FDS | 13K | $500K+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 18K | $500K+ | SH |