High Net Worth Advisory Group LLC
CIK
1919142
City
NAPLES
State / Country
FL
Top Portfolio Positions
124 positions ·
$169,232,854 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
110,723 | $19,310,091 | 11.41% | |
| AAPL |
Apple Inc.
Technology
|
51,504 | $13,071,200 | 7.72% | |
| ABBV |
AbbVie Inc.
Healthcare
|
45,441 | $9,882,963 | 5.84% | |
| SPY |
Spdr S&P 500 ETF Trust
|
10,856 | $7,060,091 | 4.17% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
25,813 | $5,376,073 | 3.18% | |
| AMGN |
Amgen Inc
Healthcare
|
15,090 | $5,309,416 | 3.14% | |
| XOM |
Exxon Mobil Corp
Energy
|
27,608 | $4,683,973 | 2.77% | |
| MSFT |
Microsoft Corp
Technology
|
12,561 | $4,649,705 | 2.75% | |
| PH |
Parker-Hannifin Corp
Industrials
|
4,694 | $4,202,256 | 2.48% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
26,021 | $4,040,801 | 2.39% |
Portfolio Trend
18 quarters · across all stocks
Holdings in HIO
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,588 | 10,355 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $37,330 | 10,062 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $85,835 | 22,353 | Shares | Sole | 2025-10-29 | |
| No 13F history on record for this holder in this stock. | ||||||