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Company Main View
Name:
High Net Worth Advisory Group LLC
City:
NAPLES
State:
FL
Zip:
34108
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$317,699,000
Total Value Change :
$48,397,000
Securities Held Change :
19
All Securities Held :
215
New Positions
:
20
Closed Positions
:
4
Increased Positions
:
100
Unchanged Positions
:
61
Decreased Positions
:
34
Download
Free Registration Required For Full Results
Holdings Found :
4
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
OXY
Occidental Petroleum Corp
216
Closed
$63.57
$0
0
0%
-211,000
-3,531
0
Independent Oil & Gas
CRM
Salesforce.com Inc
219
Closed
$276.67
$0
0
0%
-210,000
-797
0
Internet Software & S...
TXN
Texas Instruments Inc
218
Closed
$187.05
$0
0
0%
-336,000
-1,971
0
Semiconductor- Broad...
CMCSA
Comcast Corp
217
Closed
$39.31
$0
0
0%
-202,000
-4,603
0
CATV Systems
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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