| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 9 | Q4 2023 | 6.7% |
| APPLE INC | 9 | Q4 2023 | 4.7% |
| ISHARES TR | 9 | Q4 2023 | 4.3% |
| VANGUARD SPECIALIZED FUNDS | 9 | Q4 2023 | 4.1% |
| ISHARES TR | 9 | Q4 2023 | 3.0% |
| ABBVIE INC | 9 | Q4 2023 | 2.9% |
| PEPSICO INC | 9 | Q4 2023 | 2.3% |
| SCHWAB STRATEGIC TR | 9 | Q4 2023 | 1.8% |
| ISHARES TR | 9 | Q4 2023 | 1.9% |
| ABBOTT LABS | 9 | Q4 2023 | 2.0% |
View High Net Worth Advisory Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR/A | 2022-08-10 |
| 13F-HR | 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.