High Net Worth Advisory Group LLC
CIK
1919142
City
NAPLES
State / Country
FL
Top Portfolio Positions
123 positions ·
$168,340,584 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
110,723 | $19,310,091 | 11.47% | |
| AAPL |
Apple Inc.
Technology
|
51,504 | $13,071,200 | 7.76% | |
| ABBV |
AbbVie Inc.
Healthcare
|
45,441 | $9,882,963 | 5.87% | |
| SPY |
Spdr S&P 500 ETF Trust
|
10,856 | $7,060,091 | 4.19% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
25,813 | $5,376,073 | 3.19% | |
| AMGN |
Amgen Inc
Healthcare
|
15,090 | $5,309,416 | 3.15% | |
| XOM |
Exxon Mobil Corp
Energy
|
27,608 | $4,683,973 | 2.78% | |
| MSFT |
Microsoft Corp
Technology
|
12,561 | $4,649,705 | 2.76% | |
| PH |
Parker-Hannifin Corp
Industrials
|
4,694 | $4,202,256 | 2.50% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
26,021 | $4,040,801 | 2.40% |
Portfolio Trend
Holdings in GGN
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $103,607 | 19,475 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $100,491 | 19,475 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $100,491 | 19,475 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $85,495 | 19,475 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $85,105 | 19,475 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $73,420 | 19,475 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $83,353 | 19,475 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $78,873 | 19,475 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $75,173 | 19,475 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $73,226 | 19,475 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $71,278 | 19,475 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $72,836 | 19,475 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $71,278 | 19,475 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $70,694 | 19,475 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $64,072 | 19,475 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $86,310 | 23,975 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $96,619 | 23,975 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $89,906 | 23,975 | Shares | Sole | 2022-08-10 | |
| No 13F history on record for this holder in this stock. | ||||||