Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HIGH NET WORTH ADVISORY GROUP LLC | 01-08-2024 | 12-31-2023 | 196 | 269,303,581 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN CO | COM | 151 | $1,147,486 | 16,364 | 0.00 | 0.00 | -1,990 | -10.84 | 12-31-2023 |
| MEDTRONIC PLC | SHS | 152 | $1,128,991 | 13,703 | 0.00 | 0.00 | -90 | -0.65 | 12-31-2023 |
| WALMART INC | COM | 153 | $1,124,984 | 7,135 | 0.00 | 0.00 | 573 | 8.73 | 12-31-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 154 | $1,115,019 | 4,692 | 0.00 | 0.00 | 1,817 | 63.20 | 12-31-2023 |
