High Point Advisor Group LLC Portfolio Holdings

High Point Advisor Group LLC

  • $1.75 Billion
  • Q4 2024

High Point Advisor Group LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.75 Billion distributed in 704 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $233M, Nvidia Corp with a value of $105M, Microsoft Corp with a value of $81.3M, Amazon Com Inc with a value of $71.1M, and Jpmorgan Chase & CO with a value of $47.5M.

Examining the 13F form we can see an increase of $76.5M in the current position value, from $1.67B to 1.75B.

High Point Advisor Group LLC is based out at Downers Grove, IL

Below you can find more details about High Point Advisor Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.75 Billion
Technology: $602 Million
Financial Services: $233 Million
Consumer Cyclical: $197 Million
Healthcare: $163 Million
Industrials: $157 Million
Communication Services: $132 Million
Consumer Defensive: $121 Million
Energy: $56.8 Million
Other: $88.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$24.1B
$525,000 0.03% of portfolio
2,813
Q4 2024 Reduced 0.21%
$8.13B
$461,000 0.03% of portfolio
12,830
Q4 2024 Added 12.56%
$71.8B
$438,000 0.03% of portfolio
2,658
Q4 2024 Reduced 11.49%
$24.9B
$497,000 0.03% of portfolio
714
Q4 2024 Added 5.31%
$44.3B
$509,000 0.03% of portfolio
3,692
Q4 2024 Added 16.25%
$60.4B
$601,000 0.03% of portfolio
8,266
Q4 2024 Added 0.65%
$31B
$535,000 0.03% of portfolio
1,105
Q4 2024 Reduced 6.2%
$15.2B
$497,000 0.03% of portfolio
1,519
Q4 2024 Added 3.76%
$14.4B
$471,000 0.03% of portfolio
5,188
Q4 2024 Reduced 0.02%
$49.5B
$545,000 0.03% of portfolio
518
Q4 2024 Reduced 16.85%
$50B
$463,000 0.03% of portfolio
2,703
Q4 2024 Added 22.25%
$16.8B
$481,000 0.03% of portfolio
2,730
Q4 2024 Added 0.44%
$14B
$559,000 0.03% of portfolio
9,747
Q4 2024 Added 1.83%
$31.1B
$500,000 0.03% of portfolio
1,947
Q4 2024 Added 6.86%
$66.6B
$590,000 0.03% of portfolio
1,822
Q4 2024 Added 1.73%
$13.8B
$451,000 0.03% of portfolio
7,472
Q4 2024 Reduced 5.39%
$26.4B
$492,000 0.03% of portfolio
9,739
Q4 2024 Reduced 4.18%
$70.9B
$522,000 0.03% of portfolio
412
Q4 2024 Added 10.16%
$12.9B
$441,000 0.03% of portfolio
4,133
Q4 2024 Reduced 3.5%
$28.1B
$509,000 0.03% of portfolio
5,631
Q4 2024 Added 69.35%
$20.4B
$605,000 0.03% of portfolio
3,316
Q4 2024 Added 10.2%
$15.7B
$494,000 0.03% of portfolio
1,030
Q4 2024 Reduced 22.73%
$11.2B
$589,000 0.03% of portfolio
2,810
Q4 2024 Reduced 5.51%
$161B
$521,000 0.03% of portfolio
9,202
Q4 2024 Reduced 48.2%
$13B
$310,000 0.02% of portfolio
3,081
Q4 2024 Reduced 3.2%
$28.1B
$295,000 0.02% of portfolio
1,901
Q4 2024 Added 1.17%
$510M
$347,000 0.02% of portfolio
36,932
Q4 2024 Reduced 32.12%
$3.08B
$381,000 0.02% of portfolio
1,273
Q4 2024 Added 1.52%
$128B
$433,000 0.02% of portfolio
8,985
Q4 2024 Added 7.17%
$11.7B
$391,000 0.02% of portfolio
4,630
Q4 2024 Added 2.68%
$19.7B
$283,000 0.02% of portfolio
11,085
Q4 2024 Added 6.44%
$3.46B
$279,000 0.02% of portfolio
19,418
Q4 2024 Added 29.97%
$3.74B
$373,000 0.02% of portfolio
2,797
Q4 2024 Added 25.2%
$27.4B
$372,000 0.02% of portfolio
3,189
Q4 2024 Reduced 9.33%
$28.9B
$336,000 0.02% of portfolio
3,121
Q4 2024 Reduced 0.16%
$1.97B
$348,000 0.02% of portfolio
1,571
Q4 2024 Added 65.37%
$20.1B
$384,000 0.02% of portfolio
2,207
Q4 2024 Reduced 7.31%
$5.38B
$337,000 0.02% of portfolio
28,741
Q4 2024 Added 25.3%
$37.1B
$427,000 0.02% of portfolio
3,259
Q4 2024 Added 3.79%
$50.5B
$397,000 0.02% of portfolio
1,328
Q4 2024 Added 5.06%
$7.27B
$340,000 0.02% of portfolio
2,977
Q4 2024 Reduced 16.98%
$12.4B
$410,000 0.02% of portfolio
2,004
Q4 2024 Added 2.3%
$22B
$384,000 0.02% of portfolio
3,515
Q3 2024 Reduced 0.42%
$17.1B
$320,000 0.02% of portfolio
1,973
Q4 2024 Reduced 2.57%
$20.9B
$321,000 0.02% of portfolio
4,830
Q4 2024 Added 6.86%
$35.2B
$286,000 0.02% of portfolio
3,721
Q4 2024 Reduced 0.88%
$26B
$358,000 0.02% of portfolio
11,038
Q4 2024 Added 8.66%
$9.99B
$310,000 0.02% of portfolio
1,559
Q4 2024 Added 5.05%
$12B
$361,000 0.02% of portfolio
5,885
Q4 2024 Added 2.74%

Summary

  • Portfolio
  • No. of Stocks 704
  • Current Value $1.75 Billion
  • Prior Value $1.67 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 47 stocks
  • Additional Purchases 388 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 222 stocks
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