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 |
|---|---|---|---|---|---|---|---|---|---|
| TJX COS INC NEW | COM | 301 | $475,616 | 5,069 | 0.00 | 0.00 | 1,330 | 35.57 | 12-31-2023 |
| AMERICAN ELEC PWR CO INC | COM | 302 | $468,315 | 5,766 | 0.00 | 0.00 | 230 | 4.15 | 12-31-2023 |
| ZOETIS INC | CL A | 303 | $458,205 | 2,321 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| L3HARRIS TECHNOLOGIES INC | COM | 304 | $454,927 | 2,159 | 0.00 | 2,159 | +Inf | 12-31-2023 |
