Long-term investor
High Net Worth Advisory Group LLC @highnetworthadvisorygrou
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001919142).
Record
- Tracked since 2025-06-30 (476 days), 73 trades recorded
- Returns: week n/a · month n/a · 90 days +0.7% · 6 months -1.2% · 1 year +0.9% · all +0.9%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 6.8% · long · since 2025-06-30
- NVDA · 4.7% · long · since 2025-06-30
- 921908844 · 3.9% · long · since 2025-06-30
- 921946406 · 3.5% · long · since 2025-06-30
- AAPL · 3.2% · long · since 2025-06-30
- 464287226 · 3.0% · long · since 2025-06-30
- 14021D107 · 2.7% · long · since 2025-06-30
- ABBV · 2.4% · long · since 2025-06-30
- 46641Q332 · 1.8% · long · since 2025-06-30
- 922908736 · 1.7% · long · since 2025-06-30
- 78462F103 · 1.7% · long · since 2025-06-30
- 808524797 · 1.6% · long · since 2025-06-30