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 |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 51 | $3,189,550 | 63,880 | 0.00 | 0.00 | 39 | 0.06 | 12-31-2023 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 52 | $3,184,377 | 40,132 | 0.00 | 0.00 | -3,071 | -7.11 | 12-31-2023 |
| HOME DEPOT INC | COM | 53 | $2,947,408 | 8,505 | 0.00 | 0.00 | 12 | 0.14 | 12-31-2023 |
| EXXON MOBIL CORP | COM | 54 | $2,927,114 | 29,277 | 0.00 | 0.00 | -1,417 | -4.62 | 12-31-2023 |
