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 |
|---|---|---|---|---|---|---|---|---|---|
| LOWES COS INC | COM | 201 | $868,467 | 3,902 | 0.00 | 0.00 | -64 | -1.61 | 12-31-2023 |
| ISHARES TR | SP SMCP600VL ETF | 202 | $824,560 | 8,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | CORE DIV GRWTH | 203 | $818,897 | 15,215 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 204 | $778,530 | 3,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
