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Home > Institutional Investor > High Net Worth Advisory Group Llc > Profile

Instuitional Investor - High Net Worth Advisory Group Llc

Fund Profile
Filing Period:
Fund Name: High Net Worth Advisory Group Llc
Portfolio Value $269,303,581
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 41,479 $18,118,835 6.72%
2.
Apple Inc.
 AAPL 60,948 $11,734,896 4.35%
3.
Ishares Trust
 IEF 116,675 $11,579,994 4.29%
4.
Vanguard Specialized Funds
 65,070 $11,088,884 4.11%
5.
Vanguard Whitehall Funds
 79,499 $8,874,883 3.29%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)