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
ADSK
Autodesk, Inc.

Technology
150
New
N/A
150 $44.4M
INTU
Intuit Inc

Technology
65
New
$641.79 - $683.39 $41.7K - $44.4K
65 $43.1M
AMT
American Tower Corp

Real Estate
244
New
$176.64 - $193.32 $43.1K - $47.2K
244 $42.8M
TSLA
Tesla, Inc.

Consumer Cyclical
95
New
$401.99 - $468.37 $38.2K - $44.5K
95 $42.8M
FAST
Fastenal CO

Industrials
1.05K
New
$40.45 - $48.17 $42.6K - $50.8K
1.05K $42.3M
COP
Conocophillips

Energy
449
New
$85.66 - $95.46 $38.5K - $42.9K
449 $42.1M
DE
Deere & CO

Industrials
88
New
$439.11 - $480.78 $38.6K - $42.3K
88 $40.9M
Fidelity Disruptive Technology ETF
1K
New
N/A
1K $40.7M
PPA
Invesco Exchange Traded Fd Tr

ETFs
259
New
$150.5 - $159.55 $39K - $41.3K
259 $40.6M
HON
Honeywell International Inc

Industrials
205
New
$194.07 - $220.67 $39.8K - $45.2K
205 $40M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
500
New
$75.19 - $77.98 $37.6K - $39K
500 $38.8M
SBAC
Sba Communications Corp

Real Estate
200
New
$187.49 - $202.84 $37.5K - $40.6K
200 $38.7M
HYG
Ishares Tr

ETFs
477
New
$79.95 - $81.28 $38.1K - $38.8K
477 $38.5M
ALGN
Align Technology Inc

Healthcare
244
New
$125.79 - $144.49 $30.7K - $35.3K
244 $38.1M
PHM
Pultegroup Inc

Consumer Cyclical
320
New
$118.23 - $137.61 $37.8K - $44K
320 $37.6M
CL
Colgate Palmolive CO

Consumer Defensive
467
New
$74.98 - $79.86 $35K - $37.3K
467 $36.9M
Unilever PLC Spon Adr New
534
New
N/A
534 $34.9M
ADP
Automatic Data Processing Inc

Industrials
133
New
$250.9 - $292.94 $33.4K - $39K
133 $34.2M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
56
New
$577.77 - $604.78 $32.4K - $33.9K
56 $33.9M
FCFS
First Cash Holdings, Inc.

Financial Services
207
New
$148.07 - $162.52 $30.7K - $33.6K
207 $33M
LEN
Lennar Corp

Consumer Cyclical
305
New
$117.91 - $130.07 $36K - $39.7K
305 $31.4M
MDLZ
Mondelez International, Inc.

Consumer Defensive
551
New
$55.57 - $63.17 $30.6K - $34.8K
551 $29.7M
XLRE
Select Sector Spdr Tr Real Est

ETFs
708
New
$40.65 - $42.74 $28.8K - $30.3K
708 $28.6M
IFRA
Ishares Tr

ETFs
534
New
$52.02 - $54.04 $27.8K - $28.9K
534 $28.1M
Pinnacle Finl Partners
284
New
N/A
284 $27.1M
CNI
Canadian National Railway CO

Industrials
269
New
$93.17 - $97.87 $25.1K - $26.3K
269 $26.6M
FBT
First Trust Nyse Arca Biotechn

ETFs
128
New
$182.41 - $203.02 $23.3K - $26K
128 $26.5M
PLD
Prologis, Inc.

Real Estate
205
New
$111.23 - $127.18 $22.8K - $26.1K
205 $26.2M
UNP
Union Pacific Corp

Industrials
113
New
$216.37 - $237.41 $24.4K - $26.8K
113 $26.1M
EBAY
Ebay Inc

Consumer Cyclical
300
New
$80.85 - $99.58 $24.3K - $29.9K
300 $26.1M
CWB
Spdr Bloomberg Convertible Sec

ETFs
286
New
$88.49 - $93.64 $25.3K - $26.8K
286 $25.5M
ITB
Ishares Tr

ETFs
260
New
$97.11 - $109.24 $25.2K - $28.4K
260 $25M
TXN
Texas Instruments Inc

Technology
143
New
N/A
143 $24.8M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
304
New
$73.1 - $76.24 $22.2K - $23.2K
304 $23.6M
IBB
Ishares Biotechnology ETF

ETFs
139
New
$148.51 - $164.96 $20.6K - $22.9K
139 $23.5M
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
214
New
$110.66 - $122.11 $23.7K - $26.1K
214 $22.2M
CMCSA
Comcast Corp

Communication Services
740
New
$26.98 - $31.09 $20K - $23K
740 $22.1M
PSX
Phillips 66

Energy
171
New
$126.76 - $142.32 $21.7K - $24.3K
171 $22.1M
IWV
Ishares Russell 3000 ETF

ETFs
57
New
$371.33 - $389.89 $21.2K - $22.2K
57 $22M
UHAL
Amerco

Industrials
430
New
$51.19 - $57.43 $22K - $24.7K
430 $21.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
784
New
$25.85 - $27.19 $20.3K - $21.3K
784 $21.1M
PRU
Prudential Financial Inc

Financial Services
175
New
$99.13 - $107.85 $17.3K - $18.9K
175 $19.8M
MAR
Marriott International Inc

Consumer Cyclical
61
New
$259.04 - $291.9 $15.8K - $17.8K
61 $18.8M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
204
New
$87.33 - $94.14 $17.8K - $19.2K
204 $18.6M
PYPL
Pay Pal Holdings, Inc.

Financial Services
300
New
$61.89 - $76.13 $18.6K - $22.8K
300 $17.5M
BDX
Becton Dickinson & CO

Healthcare
90
New
$176.39 - $193.93 $15.9K - $17.5K
90 $17.5M
NVS
Novartis Ag

Healthcare
123
New
$121.8 - $132.39 $15K - $16.3K
123 $16.9M
FMIL
Fidelity Covington Tr New Mill
306
New
N/A
306 $16.4M
ADBE
Adobe Inc.

Technology
45
New
$325.07 - $359.91 $14.6K - $16.2K
45 $15.8M
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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