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High Point Wealth Management, LLC

All holdings · as of Dec 31, 2025

247 positions

CompanyClassValueShares% of portfolio
TJX Cos Inc/The$148.7K9680.1%
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF$167.5K1,4230.2%
PINNACLE WEST CAPITAL CORP$167.7K1,8900.2%
Morgan Stanley$174.2K9810.2%
REALTY INCOME CORP$179.1K3,1770.2%
US BANCORP \DE$183.1K3,4320.2%
Exelon Corp$185.5K4,2540.2%
Merck & Co., Inc.$185.7K1,7640.2%
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF$185.7K1,5550.2%
ISHARES TR LRGE CORE INDX ETF$188.8K2,0000.2%
VANGUARD FINANCIALS ETF$209.0K1,5660.2%
FIDELITY FUNDAMENTAL LARGE CAP GROWTH ETF$210.1K7,0170.2%
ISHARES DOW JONES US CONSUMER GOODS$219.7K3,2830.2%
ISHARES TIPS BOND ETF$219.8K2,0000.2%
iShares MSCI UAE ETF$220.4K2,0000.2%
FIDELITY U.S. MULTIFACTOR ETF$235.3K6,2000.2%
EXXON MOBIL CORP$241.7K2,0090.2%
ORACLE CORP$243.1K1,2470.2%
Warren E. Buffett$271.4K5400.3%
FIDELITY METAVERSE ETF$288.3K7,9920.3%
ISHARES S&P U.S. PREFERRED STOCK ETF$295.9K9,5580.3%
COCA COLA CO$303.1K4,3360.3%
UNITED BANKSHARES INC/WV$315.6K8,2180.3%
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF$326.2K7,1690.3%
STATE STREET SPDR S&P SEMICONDUCTOR ETF$333.6K1,0370.3%
VANECK SEMICONDUCTOR ETF$335.4K9310.3%
ALTRIA GROUP, INC.$342.8K5,9450.3%
ISHARES S&P NORTH AMER TECHNOLOGY$352.3K2,7280.3%
GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF$352.5K16,7040.3%
ISHARES GOLD TRUST ETF$352.7K4,3450.3%
FirstEnergy Corp$353.6K7,8970.3%
Palantir Technologies Inc$353.7K1,9900.3%
VANGUARD TOTAL STK MKT$358.7K1,0700.3%
ISHARES RUSSELL 1000 GROWTH ETF$384.5K8120.4%
VANGUARD S&P 500 ETF$386.5K6160.4%
GILEAD SCIENCES, INC.$388.5K3,1650.4%
Meta Platforms Inc$407.3K6170.4%
Uber Technologies, Inc$433.3K5,3030.4%
VANGUARD VALUE ETF$440.2K2,3050.4%
AbbVie Inc.$444.0K1,9430.4%
THE GOLDMAN SACHS GROUP, INC.$446.4K5080.4%
Nuveen S&P 500 Dynamic Overwrite Fund$451.9K25,0520.4%
Coinbase Global, Inc.$465.4K2,0580.4%
Constellation Energy Corp$485.4K1,3740.5%
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF$490.2K10,2570.5%
VANGUARD GROWTH ETF$490.4K1,0050.5%
Ameren Corp$495.1K4,9580.5%
JOHNSON & JOHNSON$514.1K2,4840.5%
Broadcom Inc.$522.4K1,5100.5%
Apple Inc.$527.9K1,9420.5%
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