High Point Wealth Management, LLC Portfolio Holdings by Sector
High Point Wealth Management, LLC
- $107 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IYW FTEC FDVV CIBR XSW HDV IVV SKYY 93 stocks |
$66.6 Million
65.37% of portfolio
|
93
|
- |
93
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PEG SO ED DUK AEP ETR AEE FE 11 stocks |
$11.7 Million
11.51% of portfolio
|
11
|
- |
11
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META PINS 4 stocks |
$2.59 Million
2.54% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
HOOD MSFT PLTR ORCL ADBE 5 stocks |
$2.38 Million
2.34% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
QQQX BXMX SPXX AMP 4 stocks |
$2.22 Million
2.17% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$1.74 Million
1.71% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
SNOW COIN UBER CRM ADSK INTU SHOP DDOG 8 stocks |
$1.74 Million
1.71% of portfolio
|
8
|
- |
8
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1.68 Million
1.65% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ ABBV GILD MRK LLY NVS BMY OGN 8 stocks |
$1.62 Million
1.58% of portfolio
|
8
|
- |
8
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA COF AXP FCFS PYPL 6 stocks |
$1.12 Million
1.09% of portfolio
|
6
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN EBAY 2 stocks |
$1.09 Million
1.07% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO NVDA QCOM TXN MU AMD 6 stocks |
$727,706
0.71% of portfolio
|
6
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$629,524
0.62% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS MS 2 stocks |
$620,566
0.61% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$527,940
0.52% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
UBSI USB PNC 3 stocks |
$513,337
0.5% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$485,450
0.48% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$397,481
0.39% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$358,694
0.35% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$294,588
0.29% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$271,431
0.27% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG KMB CL 3 stocks |
$216,509
0.21% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
EQIX AMT SBAC 3 stocks |
$193,098
0.19% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O 1 stocks |
$179,094
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$148,708
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX 2 stocks |
$142,631
0.14% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$127,051
0.12% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
F TSLA 2 stocks |
$117,706
0.12% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
HRB 1 stocks |
$99,486
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG BDX 2 stocks |
$99,033
0.1% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$89,022
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Trucking | Industrials
ODFL 1 stocks |
$80,758
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY MDLZ 2 stocks |
$76,854
0.08% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
OKE 1 stocks |
$73,500
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
PHM LEN 2 stocks |
$68,931
0.07% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH HUM 2 stocks |
$60,876
0.06% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WCN 1 stocks |
$58,772
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
TRV MKL 2 stocks |
$55,455
0.05% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$54,810
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
CNI UNP 2 stocks |
$52,718
0.05% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$48,903
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$45,351
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$42,300
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$42,073
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$40,883
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Conglomerates | Industrials
HON 1 stocks |
$39,981
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ALGN 1 stocks |
$38,101
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$34,226
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$26,207
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
SLG DEI 2 stocks |
$25,551
0.03% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
PMT EFC AGNC 3 stocks |
$22,193
0.02% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA 1 stocks |
$22,117
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$22,070
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
UHAL 1 stocks |
$21,676
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRU 1 stocks |
$19,754
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$18,772
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS TEVA 2 stocks |
$13,069
0.01% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
GPN 1 stocks |
$12,215
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
VLGEA 1 stocks |
$9,358
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
LEA 1 stocks |
$8,299
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$6,902
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Biotechnology | Healthcare
ALNY 1 stocks |
$3,977
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$3,525
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
EMN 1 stocks |
$3,420
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
KHC 1 stocks |
$631
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|