Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 11 | Q2 2024 | 6.7% |
APPLE INC | 11 | Q2 2024 | 4.7% |
VANGUARD SPECIALIZED FUNDS | 11 | Q2 2024 | 4.3% |
ISHARES TR | 11 | Q2 2024 | 4.3% |
ISHARES TR | 11 | Q2 2024 | 3.0% |
ABBVIE INC | 11 | Q2 2024 | 2.9% |
PEPSICO INC | 11 | Q2 2024 | 2.3% |
J P MORGAN EXCHANGE-TRADED F | 11 | Q2 2024 | 2.8% |
NVIDIA CORPORATION | 11 | Q2 2024 | 4.1% |
SCHWAB STRATEGIC TR | 11 | Q2 2024 | 1.8% |
View High Net Worth Advisory Group LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-22 |
13F-HR | 2024-07-17 |
13F-HR | 2024-04-12 |
13F-HR | 2024-01-08 |
13F-HR | 2023-10-05 |
13F-HR | 2023-07-07 |
13F-HR | 2023-04-20 |
13F-HR | 2023-02-14 |
13F-HR | 2022-10-24 |
13F-HR/A | 2022-08-10 |
View High Net Worth Advisory Group LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.