High Point Wealth Management, LLC
All holdings · as of Dec 31, 2025
| 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% |
| Alphabet Inc. | $1.08M | 1.0% |
| BANK AMERICA CORP 7.25CNV PFD L | $1.08M | 1.0% |
| Amazon.com Inc | $1.07M | 1.0% |
| WELLS FARGO & CO PERP PFD CNV A | $933.2K | 0.9% |
| Robinhood Markets, Inc. | $921.8K | 0.9% |
| VANGUARD INFORMATION TECHNOLOGY | $917.1K | 0.9% |
| iShares MSCI UAE ETF | $896.3K | 0.8% |
| FIDELITY MSCI HEALTH CARE INDEX ETF | $873.1K | 0.8% |
| MICROSOFT CORP | $846.2K | 0.8% |
| CONSUMER STAPLES SELECT SECTOR SPDR | $769.4K | 0.7% |
| Visa Inc | $755.3K | 0.7% |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $647.2K | 0.6% |
| Snowflake Inc. | $647.1K | 0.6% |
| Duke Energy Corp | $625.9K | 0.6% |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $623.8K | 0.6% |
| ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $620.9K | 0.6% |
| DEFIANCE QUANTUM ETF | $575.3K | 0.5% |
| Nuveen S&P 500 BuyWrite Income Fund | $574.3K | 0.5% |
| JPMORGAN CHASE & CO | $573.1K | 0.5% |
| STATE STR SPDR S&P 500 ETF TR TR UNIT | $567.7K | 0.5% |
| AMERICAN ELECTRIC POWER CO INC | $565.6K | 0.5% |
| ENTERGY CORP /DE | $564.7K | 0.5% |
| Apple Inc. | $527.9K | 0.5% |
| Broadcom Inc. | $522.4K | 0.5% |
| JOHNSON & JOHNSON | $514.1K | 0.5% |