High Point Wealth Management, LLC New Holdings in Q4 2025

High Point Wealth Management, LLC

  • $107 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AEE
Ameren Corp

Utilities
4.96K
New
$101.28 - $105.72 $502K - $524K
4.96K $495M
VUG
Vanguard Growth ETF

ETFs
1.01K
New
$470.44 - $504.26 $473K - $507K
1.01K $490M
PAVE
Global X Fds Us Infrastructure

ETFs
10.3K
New
$46.42 - $48.56 $476K - $498K
10.3K $490M
CEG
Constellation Energy Corp

Utilities
1.37K
New
$335.74 - $401.43 $461K - $552K
1.37K $485M
COIN
Coinbase Global, Inc.

Technology
2.06K
New
$283.14 - $387.27 $583K - $797K
2.06K $465M
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
25.1K
New
$16.9 - $17.8 $423K - $446K
25.1K $452M
GS
Goldman Sachs Group Inc

Financial Services
508
New
$744.6 - $838.97 $378K - $426K
508 $446M
ABBV
Abb Vie Inc.

Healthcare
1.94K
New
$211.96 - $244.38 $412K - $475K
1.94K $444M
VTV
Vanguard Value ETF

ETFs
2.31K
New
$182.87 - $189.72 $422K - $437K
2.31K $440M
UBER
Uber Technologies, Inc

Technology
5.3K
New
$91.62 - $100.1 $486K - $531K
5.3K $433M
GILD
Gilead Sciences, Inc.

Healthcare
3.17K
New
$110.56 - $125.2 $350K - $396K
3.17K $388M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
616
New
$600.51 - $631.95 $370K - $389K
616 $386M
IWF
Ishares Russell 1000 Gr ETF

ETFs
812
New
$459.47 - $491.71 $373K - $399K
812 $385M
VTI
Vanguard Total Stock Market Et

ETFs
1.07K
New
$321.8 - $337.95 $344K - $362K
1.07K $359M
PLTR
Palantir Technologies Inc.

Technology
1.99K
New
$172.14 - $207.18 $343K - $412K
1.99K $354M
FE
Firstenergy Corp

Utilities
7.9K
New
$45.46 - $47.69 $359K - $377K
7.9K $354M
IAU
Ishares Gold Trust

ETFs
4.35K
New
$72.65 - $82.5 $316K - $358K
4.35K $353M
VPN
Global X Fds Data Ctr Reits &

ETFs
16.7K
New
N/A
16.7K $352M
IGM
Ishares Expanded Tech Sector E

ETFs
2.73K
New
$124.25 - $135.72 $339K - $370K
2.73K $352M
MO
Altria Group, Inc.

Consumer Defensive
5.95K
New
$56.38 - $66.65 $335K - $396K
5.95K $343M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
931
New
$325.34 - $368.61 $303K - $343K
931 $335M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
1.04K
New
$309.99 - $353.65 $321K - $367K
1.04K $334M
RYT
Invesco S&P 500 Equal Weight T

ETFs
7.17K
New
N/A
7.17K $326M
UBSI
United Bankshares Inc

Financial Services
8.22K
New
$34.31 - $37.58 $282K - $309K
8.22K $316M
KO
Coca Cola CO

Consumer Defensive
4.34K
New
$66.1 - $71.61 $287K - $311K
4.34K $303M
PFF
Ishares Trust Ishares Pfd And

ETFs
9.56K
New
$30.84 - $31.79 $295K - $304K
9.56K $296M
FMET
Fidelity Covington Tr Metavers

ETFs
7.99K
New
$36.23 - $39.25 $290K - $314K
7.99K $288M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
540
New
$475.68 - $513.11 $257K - $277K
540 $271M
ORCL
Oracle Corp

Technology
1.25K
New
$217.57 - $313.0 $271K - $390K
1.25K $243M
XOM
Exxon Mobil Corp

Energy
2.01K
New
$110.64 - $119.78 $222K - $241K
2.01K $242M
FLRG
Fidelity Covington Tr U S Mult

ETFs
6.2K
New
$37.35 - $38.65 $232K - $240K
6.2K $235M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2K
New
$110.25 - $112.92 $221K - $226K
2K $220M
TIP
Ishares Tr Tips Bd ETF

ETFs
2K
New
$110.58 - $112.2 $221K - $224K
2K $220M
IYK
Ishares U.S. Consumer Staples

ETFs
3.28K
New
$66.27 - $69.53 $218K - $228K
3.28K $220M
FGRO
Fidelity Covington Tr

ETFs
7.02K
New
N/A
7.02K $210M
VFH
Vanguard Financial ETF

ETFs
1.57K
New
$125.75 - $131.12 $197K - $205K
1.57K $209M
ILCB
Ishares Morningstar U.S. Equit

ETFs
2K
New
$90.64 - $95.28 $181K - $191K
2K $189M
XLY
Select Sector Spdr Consumer Di

ETFs
1.56K
New
$228.75 - $242.18 $356K - $377K
1.56K $186M
MRK
Merck & Co., Inc.

Healthcare
1.76K
New
$82.49 - $92.93 $146K - $164K
1.76K $186M
EXC
Exelon Corp

Utilities
4.25K
New
$44.97 - $48.24 $191K - $205K
4.25K $185M
USB
Us Bancorp \De\

Financial Services
3.43K
New
$45.28 - $48.26 $155K - $166K
3.43K $183M
O
Realty Income Corp

Real Estate
3.18K
New
$56.12 - $60.64 $178K - $193K
3.18K $179M
MS
Morgan Stanley

Financial Services
981
New
$151.86 - $169.92 $149K - $167K
981 $174M
PNW
Pinnacle West Capital Corp

Utilities
1.89K
New
$87.64 - $93.71 $166K - $177K
1.89K $168M
XLC
Select Sector Spdr Tr Communic

ETFs
1.42K
New
$111.33 - $117.16 $158K - $167K
1.42K $168M
TJX
Tjx Companies Inc

Consumer Cyclical
968
New
$138.56 - $147.63 $134K - $143K
968 $149M
PG
Procter & Gamble CO

Consumer Defensive
980
New
$145.5 - $153.18 $143K - $150K
980 $140M
IWD
Ishares Russell 1000 Val ETF

ETFs
659
New
$199.44 - $208.01 $131K - $137K
659 $139M
MA
Mastercard Inc

Financial Services
237
New
$536.85 - $580.45 $127K - $138K
237 $135M
Activity Summary
Buys All Purchases 247 New Holdings 247 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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