High Point Wealth Management, LLC Purchases in Q4 2025

High Point Wealth Management, LLC

  • $107 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
853
New
$141.95 - $152.82 $121K - $130K
853 $132M
NFLX
Netflix Inc

Communication Services
1.33K
New
$110.29 - $1241.35 $147K - $1.65M
1.33K $125M
COF
Capital One Financial Corp

Financial Services
499
New
$201.01 - $225.01 $100K - $112K
499 $121M
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.04K
New
$56.5 - $60.52 $115K - $123K
2.04K $121M
FSMD
Fidelity Covington Tr Small Mi

ETFs
2.69K
New
$42.34 - $44.12 $114K - $119K
2.69K $119M
Coreweave Inc Com Cl A
1.57K
New
N/A
1.57K $112M
EQIX
Equinix Inc

Real Estate
146
New
$772.6 - $846.01 $113K - $124K
146 $112M
GLD
Spdr Gold Trust

ETFs
276
New
$354.79 - $403.15 $97.9K - $111K
276 $109M
NVDA
Nvidia Corp

Technology
586
New
$179.83 - $207.04 $105K - $121K
586 $109M
IVW
Ishares S&P 500 Growth ETF

ETFs
873
New
$118.29 - $126.28 $103K - $110K
873 $108M
CRM
Salesforce, Inc.

Technology
388
New
$235.69 - $263.41 $91.4K - $102K
388 $103M
HRB
H&R Block Inc

Consumer Cyclical
2.28K
New
$44.27 - $52.59 $101K - $120K
2.28K $99.5M
PEP
Pepsico Inc

Consumer Defensive
658
New
$138.84 - $153.71 $91.4K - $101K
658 $94.4M
VHT
Vanguard Health Care ETF

ETFs
309
New
$264.7 - $283.93 $81.8K - $87.7K
309 $89.1M
COST
Costco Wholesale Corp

Consumer Defensive
103
New
$910.94 - $954.99 $93.8K - $98.4K
103 $89M
FDMO
Fidelity Covington Tr Momentum

ETFs
1.02K
New
$81.03 - $85.81 $82.5K - $87.4K
1.02K $85.5M
MCD
Mcdonalds Corp

Consumer Cyclical
277
New
$293.81 - $310.11 $81.4K - $85.9K
277 $84.7M
Circle Internet Group Inc Com Cl A
1.04K
New
N/A
1.04K $82.5M
SGOL
Abrdn Gold ETF Trust

ETFs
2K
New
$36.75 - $41.74 $73.5K - $83.5K
2K $82.2M
ISRG
Intuitive Surgical Inc

Healthcare
144
New
$429.59 - $576.2 $61.9K - $83K
144 $81.6M
ODFL
Old Dominion Freight Line, Inc.

Industrials
515
New
$132.29 - $144.78 $68.1K - $74.6K
515 $80.8M
XLI
Industrial Sector Spdr

ETFs
504
New
$149.9 - $155.79 $75.5K - $78.5K
504 $78.2M
F
Ford Motor CO

Consumer Cyclical
5.71K
New
$11.41 - $13.84 $65.2K - $79K
5.71K $74.9M
OKE
Oneok Inc

Energy
1K
New
$64.31 - $72.98 $64.3K - $73K
1K $73.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1K
New
$63.25 - $66.24 $63.3K - $66.2K
1K $66M
NGG
National Grid PLC

Utilities
791
New
$72.53 - $78.09 $57.4K - $61.8K
791 $61.2M
DGRO
Ishares Core Dividend Growth E

ETFs
872
New
$66.93 - $69.17 $58.4K - $60.3K
872 $60.5M
AMP
Ameriprise Financial Inc

Financial Services
122
New
$440.8 - $497.79 $53.8K - $60.7K
122 $59.7M
LLY
Eli Lilly & CO

Healthcare
55
New
$799.57 - $1025.28 $44K - $56.4K
55 $59.1M
WCN
Waste Connections, Inc.

Industrials
335
New
$165.31 - $178.47 $55.4K - $59.8K
335 $58.8M
SBUX
Starbucks Corp

Consumer Cyclical
688
New
$78.46 - $87.26 $54K - $60K
688 $58M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
681
New
$73.55 - $79.22 $50.1K - $53.9K
681 $57.4M
BAC
Bank Of America Corp

Financial Services
1.03K
New
$48.65 - $54.11 $49.9K - $55.5K
1.03K $56.4M
CSCO
Cisco Systems, Inc.

Technology
712
New
$67.46 - $78.0 $48K - $55.5K
712 $54.8M
QCOM
Qualcomm Inc

Technology
319
New
$153.59 - $187.68 $49K - $59.9K
319 $54.6M
AXP
American Express CO

Financial Services
145
New
$316.26 - $372.77 $45.9K - $54.1K
145 $53.5M
CVX
Chevron Corp

Energy
347
New
$148.9 - $157.72 $51.7K - $54.7K
347 $52.9M
Te Connectivity LTD
232
New
N/A
232 $52.8M
FSTA
Fidelity Covington Tr Msci Con

ETFs
1.06K
New
$48.21 - $50.77 $50.9K - $53.6K
1.06K $51.9M
UNH
Unitedhealth Group Inc

Healthcare
153
New
$320.52 - $369.92 $49K - $56.6K
153 $50.6M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
2.84K
New
$17.44 - $18.04 $49.5K - $51.2K
2.84K $50.1M
IYG
Ishares Tr

ETFs
541
New
$86.19 - $90.17 $46.6K - $48.8K
541 $49.9M
PRF
Invesco Exchange Traded Fd Tr

ETFs
1.06K
New
$44.13 - $46.37 $46.8K - $49.2K
1.06K $49.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
84
New
$524.58 - $588.02 $44.1K - $49.4K
84 $48.9M
IHF
Ishares Tr

ETFs
1K
New
$47.5 - $51.44 $47.5K - $51.4K
1K $47.9M
HSY
Hershey CO

Consumer Defensive
259
New
$162.31 - $195.56 $42K - $50.7K
259 $47.2M
TRV
Travelers Companies, Inc.

Financial Services
162
New
$261.57 - $287.42 $42.4K - $46.6K
162 $46.9M
Hinge Health Inc Cl A
1K
New
N/A
1K $46.5M
ACN
Accenture PLC

Technology
169
New
$234.02 - $253.35 $39.5K - $42.8K
169 $45.4M
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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