Institutions / High Point Wealth Management, LLC
High Point Wealth Management, LLC
CIK 2106882 · Institution · as of Dec 31, 2025
Portfolio value
$106.51M
Positions
247
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 247 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Dj US Technology | $10.50M | 9.9% |
| Fidelity MSCI Information Technology Index ETF | $5.81M | 5.5% |
| Fidelity High Dividend ETF | $5.76M | 5.4% |
| First Trust Nasdaq Cybersecurity ETF | $4.02M | 3.8% |
| State Street SPDR S&P Software & Services ETF | $3.86M | 3.6% |
| Public Service Enterprise Group Inc | $3.42M | 3.2% |
| Southern Co | $3.10M | 2.9% |
| iShares Tr High Divid Equity Fd | $3.04M | 2.9% |
| iShares S&P 500 Index | $2.49M | 2.3% |
| First Trust Cloud Computing ETF | $2.27M | 2.1% |
| Consolidated Edison Inc | $2.19M | 2.1% |
| iShares S&P 500 Value ETF | $2.09M | 2.0% |
| iShares U.S. Medical Devices ETF | $1.95M | 1.8% |
| Fidelity Blue Chip Growth ETF | $1.75M | 1.6% |
| Welltower, Inc. | $1.74M | 1.6% |
| Fidelity MSCI Utilities Index ETF | $1.57M | 1.5% |
| Fidelity Cloud Computing ETF | $1.55M | 1.5% |
| iShares Core S&P U.S. Growth ETF | $1.52M | 1.4% |
| iShares Semiconductor ETF | $1.49M | 1.4% |
| ProShares S&P 500 Dividend Aristocrats ETF | $1.37M | 1.3% |
| Philip Morris International Inc. | $1.34M | 1.3% |
| Energy Select Sector SPDR | $1.28M | 1.2% |
| Guggenheim ETF Trust S&P 500 Equal Weight | $1.15M | 1.1% |
| Nuveen NASDAQ 100 Dynamic Overwrite FundQQQX | $1.13M | 1.1% |
| Alphabet Inc. | $1.11M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.