High Point Wealth Management, LLC
253 holdingsFiling period: 2026-03-31Current AUM: $120.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IYW | ISHARES DJ US TECHNOLOGY | 52.1K | $9.5M | $12.4M | 10.32% | -482 | 2026-03-31 |
| 2 | FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 28.7K | $6.0M | $7.8M | 6.45% | +2.9K | 2026-03-31 |
| 3 | FDVV | FIDELITY HIGH DIVIDEND ETF | 108.1K | $6.0M | $6.8M | 5.63% | +6.5K | 2026-03-31 |
| 4 | PEG | PUBLIC SVC ENTERPRISE GROUP COM | 44.4K | $3.6M | $3.4M | 2.83% | +1.8K | 2026-03-31 |
| 5 | SO | SOUTHERN CO COM | 36.9K | $3.6M | $3.5M | 2.90% | +1.4K | 2026-03-31 |
| 6 | HDV | ISHARES TR HIGH DIVID EQUITY FD | 25.8K | $3.5M | $3.7M | 3.08% | +736 | 2026-03-31 |
| 7 | CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | 53.8K | $3.4M | $4.9M | 4.11% | -2,501 | 2026-03-31 |
| 8 | ED | CONSOLIDATED EDISON INC COM | 23.0K | $2.6M | $2.5M | 2.08% | +956 | 2026-03-31 |
| 9 | IVV | ISHARES S&P 500 INDEX | 3.5K | $2.3M | $2.7M | 2.21% | -95 | 2026-03-31 |
| 10 | SOXX | ISHARES SEMICONDUCTOR ETF | 6.8K | $2.2M | $3.4M | 2.84% | +1.8K | 2026-03-31 |
| 11 | WELL | HEALTH CARE REIT INC | 11.1K | $2.2M | $2.6M | 2.17% | +1.7K | 2026-03-31 |
| 12 | IVE | ISHARES S&P 500 VALUE ETF | 9.7K | $2.1M | $2.3M | 1.87% | -134 | 2026-03-31 |
| 13 | FUTY | FIDELITY MSCI UTILITIES INDEX ETF | 31.2K | $1.8M | $1.8M | 1.48% | +2.9K | 2026-03-31 |
| 14 | XLE | ENERGY SELECT SECTOR SPDR | 29.7K | $1.8M | $1.8M | 1.47% | +1.0K | 2026-03-31 |
| 15 | SKYY | FIRST TRUST CLOUD COMPUTING ETF | 16.0K | $1.8M | $2.3M | 1.91% | -1,414 | 2026-03-31 |
| 16 | FBCG | FIDELITY BLUE CHIP GROWTH ETF | 32.0K | $1.6M | $1.9M | 1.59% | -- | 2026-03-31 |
| 17 | IHI | ISHARES U.S. MEDICAL DEVICES ETF | 29.3K | $1.6M | $1.5M | 1.28% | -2,105 | 2026-03-31 |
| 18 | PM | PHILIP MORRIS INTL INC | 9.0K | $1.5M | $1.7M | 1.43% | +643 | 2026-03-31 |
| 19 | IUSG | ISHARES CORE S&P U.S. GROWTH ETF | 8.3K | $1.3M | $1.5M | 1.27% | -809 | 2026-03-31 |
| 20 | AMZN | AMAZON.COM INC | 6.1K | $1.3M | $1.7M | 1.38% | +1.5K | 2026-03-31 |
| 21 | FCLD | FIDELITY CLOUD COMPUTING ETF | 44.6K | $1.2M | $1.8M | 1.47% | -7,542 | 2026-03-31 |
| 22 | BAC | BANK AMERICA CORP 7.25CNV PFD L | 1.0K | $1.2M | $1.5M | 1.27% | +150 | 2026-03-31 |
| 23 | NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 11.3K | $1.2M | $1.3M | 1.07% | -1,834 | 2026-03-31 |
| 24 | QQQX | NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS | 44.6K | $1.2M | $1.3M | 1.09% | +4.9K | 2026-03-31 |
| 25 | PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | 21.8K | $1.1M | $1.2M | 1.02% | +11.6K | 2026-03-31 |
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