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High Point Wealth Management, LLC

All holdings · as of Dec 31, 2025

247 positions

CompanyClassValueShares% of portfolio
HERSHEY CO$47.2K2590.0%
ISHARES DJ US HEALTH CARE PROVIDERS$47.9K1,0000.0%
THERMO FISHER SCIENTIFIC INC.$48.9K840.0%
INVESCO RAFI US 1000 ETF$49.8K1,0600.0%
ISHARES TR DOW JONES U S FINL SVCS$49.9K5410.0%
VANECK PREFERRED SECURITIES EX FINANCIALS ETF$50.1K2,8360.0%
UNITEDHEALTH GROUP INC$50.6K1530.0%
FIDELITY MSCI CONSUMER STAPLES INDEX ETF$51.9K1,0550.0%
TE Connectivity PLC$52.8K2320.0%
CHEVRON CORP$52.9K3470.0%
AMERICAN EXPRESS CO$53.5K1450.1%
QUALCOMM INC/DE$54.6K3190.1%
CISCO SYSTEMS, INC.$54.8K7120.1%
BANK OF AMERICA CORP /DE$56.4K1,0260.1%
INVESCO KBW BANK ETF$57.4K6810.1%
STARBUCKS CORP$58.0K6880.1%
Waste Connections Inc$58.8K3350.1%
ELI LILLY & Co$59.1K550.1%
AMERIPRISE FINANCIAL INC$59.7K1220.1%
ISHARES CORE DIVIDEND GROWTH ETF$60.5K8720.1%
NATIONAL GRID TRANSCO PLC$61.2K7910.1%
ISHARES CORE S&P MID CAP ETF$66.0K1,0000.1%
ONEOK Inc$73.5K1,0000.1%
FORD MOTOR CO$74.9K5,7110.1%
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF$78.2K5040.1%
OLD DOMINION FREIGHT LINE, INC.$80.8K5150.1%
Intuitive Surgical Inc$81.6K1440.1%
ABRDN PHYSICAL GOLD SHARES ETF$82.2K2,0000.1%
Circle Internet Group, Inc.CRCLCommon Stock$82.5K1,0400.1%
MCDONALD'S CORP$84.7K2770.1%
FIDELITY MOMENTUM FACTOR ETF$85.5K1,0180.1%
COSTCO WHOLESALE CORP /NEW$89.0K1030.1%
VANGUARD HEALTH CARE ETF$89.1K3090.1%
PEPSICO INC$94.4K6580.1%
H&R Block Inc$99.5K2,2830.1%
Salesforce Inc$102.7K3880.1%
INVESCO BUILDING & CONSTRUCTION ETF$106.7K1,1520.1%
ISHARES S&P 500 GROWTH ETF$107.7K8730.1%
NVIDIA Corp$109.3K5860.1%
SPDR GOLD SHARES$109.4K2760.1%
Equinix Inc$111.6K1460.1%
CoreWeave, Inc.$112.4K1,5700.1%
FIDELITY SMALL-MID MULTIFACTOR ETF$118.6K2,6880.1%
INVESCO S&P 500 TOP 50 ETF$120.6K2,0350.1%
CAPITAL ONE FINANCIAL CORP$120.9K4990.1%
Netflix Inc$124.7K1,3300.1%
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF$132.1K8530.1%
Mastercard Inc$135.4K2370.1%
ISHARES RUSSELL 1000 VALUE ETF$138.6K6590.1%
PROCTER & GAMBLE Co$140.4K9800.1%
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