High Net Worth Advisory Group LLC

Position in MSFT — Microsoft Corp

CIK 1919142 NAPLES, FL

Position in MSFT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$5,166,700

+$516,995 QoQ

Shares Held

13,851

+10.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.78%

of 13F equity value

Holder Rank

#3,298

of 6,193 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

High Net Worth Advisory Group LLC holds $7,505,743 across 6 Software - Infrastructure names. MSFT ranks #1 (68.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	13,851	$5,166,700
2	CRWD	CrowdStrike Holdings, Inc.	5,000	$953,925
3	OKTA	Okta, Inc.	4,012	$547,437
4	ORCL	Oracle Corp	2,306	$337,944
5	PANW	Palo Alto Networks Inc	839	$286,115
6	PLTR	Palantir Technologies Inc.	1,831	$213,622

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,166,700	13,851	+10.3%	Shares	Sole	2026-07-29
2026-03-31	$4,649,705	12,561	+0.4%	Shares	Sole	2026-04-17
2025-12-31	$6,049,118	12,508	-1.3%	Shares	Sole	2026-01-23
2025-09-30	$6,567,088	12,679	-3.6%	Shares	Sole	2025-10-29
2025-06-30	$6,539,449	13,147	+0.5%	Shares	Sole	2025-07-10
2025-03-31	$4,912,353	13,086	+1.9%	Shares	Sole	2025-04-09
2024-12-31	$5,414,167	12,845	-4.6%	Shares	Sole	2025-01-21
2024-09-30	$5,796,141	13,470	+4.6%	Shares	Sole	2024-10-11
2024-06-30	$5,758,056	12,883	-1.0%	Shares	Sole	2024-07-17
2024-03-31	$5,474,408	13,012	+9.8%	Shares	Sole	2024-04-12
2023-12-31	$4,457,202	11,853	-2.3%	Shares	Sole	2024-01-08
2023-09-30	$3,830,679	12,132	+0.1%	Shares	Sole	2023-10-05
2023-06-30	$4,126,323	12,117	+4.6%	Shares	Sole	2023-07-07
2023-03-31	$3,338,514	11,580	-6.9%	Shares	Sole	2023-04-20
2022-12-31	$2,981,921	12,434	-5.2%	Shares	Sole	2023-02-14
2022-09-30	$3,055,880	13,121	+1.2%	Shares	Sole	2022-10-24
2022-06-30	$3,331,085	12,970	-2.2%	Shares	Sole	2022-08-10
2022-03-31	$4,090,348	13,267	+0.7%	Shares	Sole	2022-08-10
2021-12-31	$4,432,697	13,180	—	Shares	Sole	2022-08-10
No filing history on record for this holder in this stock.