• 13F History

High Net Worth Advisory Group LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 9, 2025
Value $
$354M
Signature - Title
David T. Morgan - Managing Partner
Location
Naples, FL
Summary
This page shows a list of all the recent 13F filings made by High Net Worth Advisory Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. High Net Worth Advisory Group LLC reported 215 stock holdings with total value $354M as of Q1 2025. Top holdings included VOO, VIG, AGG, AAPL, and VYM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 215 $354M +$10.2M -$7.91M +$2.27M VOO, VIG, AGG, AAPL, VYM 13F-HR 4/9/2025, 02:49 PM
Q4 2024 219 $358M +$20M -$14.1M +$5.94M VOO, AAPL, NVDA, VIG, AGG 13F-HR 1/21/2025, 04:03 PM
Q3 2024 222 $359M +$15.6M -$6.82M +$8.82M VOO, VIG, AAPL, AGG, NVDA 13F-HR 10/11/2024, 09:56 AM
Q2 2024 218 $324M +$24M -$5.78M +$18.2M VOO, VIG, NVDA, AAPL, AGG 13F-HR 7/17/2024, 04:58 PM
Q1 2024 214 $317M +$32.1M -$2.95M +$29.2M VOO, VIG, AGG, VYM, AAPL 13F-HR 4/11/2024, 06:10 PM
Q4 2023 195 $268M +$9.83M -$10.2M -$410K VOO, AAPL, AGG, VIG, VYM 13F-HR 1/8/2024, 05:08 PM
Q3 2023 188 $250M +$7M -$3.27M +$3.73M VOO, AAPL, AGG, VIG, VYM 13F-HR 10/5/2023, 02:32 PM
Q2 2023 197 $258M +$9.92M -$6.27M +$3.65M VOO, AAPL, VIG, AGG, VYM 13F-HR 7/7/2023, 04:09 PM
Q1 2023 191 $245M +$7.09M -$5.08M +$2.01M VOO, AAPL, VIG, AGG, VYM 13F-HR 4/20/2023, 01:32 PM
Q4 2022 623 $257M +$23.7M -$16.7M +$6.96M VOO, VIG, AGG, AAPL, VYM 13F-HR 2/14/2023, 03:15 PM
Q3 2022 650 $233M +$18.8M -$5.71M +$13.1M VOO, AAPL, AGG, VIG, VYM 13F-HR 10/24/2022, 02:31 PM
Q2 2022 644 $241M +$21M -$9.05M +$12M VOO, AAPL, AGG, VIG, USMV 13F-HR 8/10/2022, 11:21 AM
Q1 2022 660 $275M +$10.5M -$7.61M +$2.91M VOO, AAPL, AGG, VIG, USMV Restatement 8/10/2022, 03:02 PM
Q4 2021 670 $286M VOO, AAPL, AGG, VIG, HUBS Restatement 8/10/2022, 02:53 PM