High Net Worth Advisory Group LLC

Position in ORCL — Oracle Corp

CIK 1919142 NAPLES, FL

Position in ORCL

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

Position Value

$337,944

+$21,805 QoQ

Shares Held

2,306

+7.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#2,728

of 3,472 holders

Holding Since

Dec 2021

18 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. ORCL ranks #4 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	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 This page	2,306	$337,944
5	PANW	Palo Alto Networks Inc	839	$286,115
6	PLTR	Palantir Technologies Inc.	1,831	$213,622

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$337,944	2,306	+7.3%	Shares	Sole	2026-07-29
2026-03-31	$316,139	2,149	+6.7%	Shares	Sole	2026-04-17
2025-12-31	$392,548	2,014	-4.7%	Shares	Sole	2026-01-23
2025-09-30	$594,541	2,114	-0.4%	Shares	Sole	2025-10-29
2025-06-30	$464,151	2,123	-0.3%	Shares	Sole	2025-07-10
2025-03-31	$297,795	2,130	0.0%	Shares	Sole	2025-04-09
2024-12-31	$354,943	2,130	+0.3%	Shares	Sole	2025-01-21
2024-09-30	$361,759	2,123	0.0%	Shares	Sole	2024-10-11
2024-06-30	$299,767	2,123	0.0%	Shares	Sole	2024-07-17
2024-03-31	$266,670	2,123	0.0%	Shares	Sole	2024-04-12
2023-12-31	$223,827	2,123	0.0%	Shares	Sole	2024-01-08
2023-09-30	$224,868	2,123	0.0%	Shares	Sole	2023-10-05
2023-06-30	$252,828	2,123	0.0%	Shares	Sole	2023-07-07
2022-12-31	$173,534	2,123	-2.9%	Shares	Sole	2023-02-14
2022-09-30	$133,499	2,186	0.0%	Shares	Sole	2022-10-24
2022-06-30	$152,735	2,186	0.0%	Shares	Sole	2022-08-10
2022-03-31	$180,847	2,186	-11.7%	Shares	Sole	2022-08-10
2021-12-31	$215,844	2,475	—	Shares	Sole	2022-08-10
No filing history on record for this holder in this stock.