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High Point Wealth Management

Latest statistics and disclosures from High Point Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IYW, FTEC, FDVV, PEG, SO, and represent 27.57% of High Point Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SOXX, FTEC, PAVE, SPXX, IAU, FDVV, DTCR, PKB, WELL, IDGT.
Started 29 new stock positions in EOD, RTX, DVY, LMT, B, DIA, ITW, MUSA, CARR, DASH.
Reduced shares in these 10 stocks: XSW, , VGT, COIN, TIP, FCLD, NOBL, PLTR, SMH, CIBR.
Sold out of its positions in NLY, COF, DEO, EBAY, F, GPN, KBWB, TIP, ITB, IFRA.
High Point Wealth Management was a net buyer of stock by $995k.
High Point Wealth Management has $104M in assets under management (AUM), dropping by -2.73%.
Central Index Key (CIK): 0002106882

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Portfolio Holdings for High Point Wealth Management

High Point Wealth Management holds 250 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Dj Us Technology Etf (IYW)	9.1	$9.5M		52k	181.42	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	5.8	$6.0M	+11%	29k	208.05	View chart
Fidelity High Dividend Etf Etf (FDVV)	5.8	$6.0M	+6%	108k	55.24	View chart
Public Svc Enterprise Group Stock (PEG)	3.5	$3.6M	+4%	44k	80.95	View chart
Southern Stock (SO)	3.4	$3.6M	+3%	37k	96.52	View chart
Ishares Tr High Divid Equity Etf (HDV)	3.4	$3.5M	+2%	26k	135.72	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	3.3	$3.4M	-4%	54k	62.68	View chart
Consolidated Edison Stock (ED)	2.5	$2.6M	+4%	23k	113.18	View chart
Ishares S&p 500 Index Etf (IVV)	2.2	$2.3M	-2%	3.5k	653.13	View chart
Ishares Semiconductor Etf Etf (SOXX)	2.1	$2.2M	+37%	6.8k	328.67	View chart
Health Care Reit Reit (WELL)	2.1	$2.2M	+18%	11k	197.70	View chart
Ishares S&p 500 Value Etf Etf (IVE)	2.0	$2.1M		9.7k	211.15	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	1.8	$1.8M	+10%	31k	59.07	View chart
Energy Select Sector Spdr Etf (XLE)	1.8	$1.8M	+3%	30k	61.26	View chart
First Trust Cloud Computing Etf Etf (SKYY)	1.7	$1.8M	-8%	16k	109.36	View chart
Fidelity Blue Chip Growth Etf Etf (FBCG)	1.5	$1.6M		32k	50.12	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	1.5	$1.6M	-6%	29k	53.35	View chart
Philip Morris Intl Stock (PM)	1.4	$1.5M	+7%	9.0k	165.34	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	1.2	$1.3M	-8%	8.3k	155.11	View chart
Amazon.com Stock (AMZN)	1.2	$1.3M	+32%	6.1k	208.27	View chart
Fidelity Cloud Computing Etf Etf (FCLD)	1.2	$1.2M	-14%	45k	27.13	View chart
Bank America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL)	1.2	$1.2M	+17%	1.0k	1191.56	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	1.2	$1.2M	-13%	11k	106.01	View chart
Nuveen Nasdaq 100 Dynamic Over Cef (QQQX)	1.1	$1.2M	+12%	45k	26.67	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	1.1	$1.1M	+112%	22k	50.81	View chart
Google Stock (GOOGL)	1.0	$1.0M	+3%	3.6k	287.53	View chart
Wells Fargo & Co Perp Pfd Cnv A Convertible Preferred (WFC.PL)	1.0	$1.0M	+14%	885.00	1155.00	View chart
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP)	1.0	$1.0M	-12%	5.3k	191.90	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.0	$1.0M		3.5k	286.84	View chart
Nuveen S&p 500 Dynamic Overwri Cef (SPXX)	0.9	$965k	+139%	60k	16.07	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.9	$915k	+10%	13k	70.36	View chart
Ishares Tr Dow Jones U S Healthcare Etf (IYH)	0.8	$851k		14k	61.64	View chart
Ishares Gold Trust Etf Etf (IAU)	0.8	$780k	+103%	8.8k	88.16	View chart
Global X Data Center And Digital Infrastructure Etf Etf (DTCR)	0.7	$752k	+87%	31k	23.96	View chart
Consumer Staples Select Sector Spdr Etf (XLP)	0.7	$749k	-7%	9.1k	81.98	View chart
Duke Energy Corp Stock (DUK)	0.7	$722k	+3%	5.5k	130.94	View chart
Jpmorgan Chase & Co Stock (JPM)	0.7	$722k	+37%	2.5k	294.20	View chart
Microsoft Stock (MSFT)	0.7	$693k	+6%	1.9k	370.10	View chart
Entergy Corp Stock (ETR)	0.7	$687k		6.1k	112.36	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.7	$674k		15k	45.89	View chart
Visa Stock (V)	0.6	$652k		2.2k	302.17	View chart
American Elec Pwr Stock (AEP)	0.6	$645k		4.9k	131.08	View chart
Defiance Quantum Etf Etf (QTUM)	0.6	$638k	+13%	5.9k	107.29	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.6	$621k	+14%	955.00	650.24	View chart
Johnson & Johnson Stock (JNJ)	0.6	$610k		2.5k	244.47	View chart
Meta Platforms Inc Cl A Stock (META)	0.6	$602k	+70%	1.1k	571.88	View chart
Abbvie Stock (ABBV)	0.6	$584k	+38%	2.7k	217.53	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.6	$579k		12k	49.37	View chart
State Street Spdr S&p Software & Services Etf Etf (XSW)	0.6	$579k	-80%	4.1k	142.28	View chart
Gilead Sciences Stock (GILD)	0.6	$572k	+29%	4.1k	139.36	View chart
Goldman Sachs Group Stock (GS)	0.5	$569k	+32%	673.00	845.50	View chart
Ameren Corp Stock (AEE)	0.5	$546k		5.0k	109.92	View chart
Apple Stock (AAPL)	0.5	$493k		1.9k	253.74	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.5	$470k		5.9k	80.05	View chart
Avago Technologies Stock (AVGO)	0.5	$467k		1.5k	309.42	View chart
Invesco Building & Construction Etf Etf (PKB)	0.4	$460k	+309%	4.7k	97.57	View chart
Vanguard Information Technology Etf (VGT)	0.4	$455k	-46%	652.00	698.06	View chart
Snowflake Stock (SNOW)	0.4	$437k		2.9k	150.82	View chart
Vanguard Value Etf Etf (VTV)	0.4	$435k	-3%	2.2k	196.24	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.4	$412k	-27%	5.9k	69.30	View chart
Uber Technologies Stock (UBER)	0.4	$409k	+7%	5.7k	71.93	View chart
Vanguard Growth Etf Etf (VUG)	0.4	$396k	-9%	905.00	437.02	View chart
Exxon Mobil Corp Stock (XOM)	0.4	$388k	+13%	2.3k	169.66	View chart
Constellation Energy Corp Stock (CEG)	0.4	$384k		1.4k	279.34	View chart
Firstenergy Corp Stock (FE)	0.4	$378k	-5%	7.5k	50.66	View chart
Altria Group Stock (MO)	0.3	$348k	-11%	5.3k	65.98	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.3	$347k	-5%	581.00	597.46	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.3	$346k		812.00	426.61	View chart
Vanguard Total Stk Mkt Etf (VTI)	0.3	$344k		1.1k	320.89	View chart
United Bankshares Inc W. Va Stock (UBSI)	0.3	$344k		8.3k	41.42	View chart
State Street Spdr S&p Semiconductor Etf Etf (XSD)	0.3	$344k		1.1k	326.21	View chart
Coca Cola Stock (KO)	0.3	$337k	+2%	4.4k	76.04	View chart
Ishares S&p North Amer Technology Etf (IGM)	0.3	$323k		2.7k	118.51	View chart
Ishares U.s. Digital Infrastructure And Real Estate Etf Etf (IDGT)	0.3	$310k	NEW	3.2k	97.79	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$259k		540.00	479.20	View chart
Fidelity Metaverse Etf Etf (FMET)	0.2	$251k		8.0k	31.42	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.2	$250k	+206%	1.5k	161.69	View chart
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)	0.2	$248k	-23%	5.5k	45.26	View chart
Ishares Dow Jones Us Consumer Goods Etf (IYK)	0.2	$231k		3.3k	70.03	View chart
Fidelity U.s. Multifactor Etf Etf (FLRG)	0.2	$229k		6.2k	36.79	View chart
Pinnacle West Cap Corp Stock (PNW)	0.2	$227k	+19%	2.3k	100.77	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.2	$218k		2.0k	108.99	View chart
Evergy Stock (EVRG)	0.2	$211k	NEW	2.6k	81.92	View chart
Exelon Corp Stock (EXC)	0.2	$209k		4.3k	49.03	View chart
Merck & Co Stock (MRK)	0.2	$200k	-5%	1.7k	120.32	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.2	$197k	-45%	512.00	383.74	View chart
Fidelity Fundamental Large Cap Growth Etf Etf (FFLG)	0.2	$195k		7.0k	27.81	View chart
Us Bancorp Stock (USB)	0.2	$188k	+5%	3.6k	52.01	View chart
Ishares Tr Lrge Core Indx Etf Etf (ILCB)	0.2	$180k		2.0k	89.86	View chart
Realty Income Corp Reit (O)	0.2	$178k	-8%	2.9k	61.17	View chart
Procter & Gamble Stock (PG)	0.2	$176k	+24%	1.2k	144.40	View chart
Spdr Gold Shares Etf (GLD)	0.2	$166k	+39%	386.00	430.29	View chart
Tjx Cos Stock (TJX)	0.1	$155k		968.00	159.71	View chart
Equinix Reit (EQIX)	0.1	$143k		146.00	981.62	View chart
Ishares S&p U.s. Preferred Stock Etf Etf (PFF)	0.1	$142k	-51%	4.7k	30.32	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$141k		659.00	213.63	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$126k	-56%	860.00	146.28	View chart
Morgan Stanley Stock (MS)	0.1	$121k	-24%	736.00	164.51	View chart
Fidelity Small-mid Multifactor Etf Etf (FSMD)	0.1	$121k		2.7k	44.73	View chart
Mastercard Stock (MA)	0.1	$119k		237.00	499.92	View chart
Netflix Stock (NFLX)	0.1	$114k	-11%	1.2k	96.15	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.1	$111k		2.0k	54.55	View chart
Union Pac Corp Stock (UNP)	0.1	$110k	+301%	454.00	242.64	View chart
Costco Wholesale Corp Stock (COST)	0.1	$103k		103.00	999.13	View chart
Old Dominion Freight Lns With Stock Split Shares Stock (ODFL)	0.1	$101k		515.00	195.41	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$99k		874.00	113.14	View chart
Chevron Corporation Stock (CVX)	0.1	$97k	+34%	468.00	206.87	View chart
Nvidia Corporation Stock (NVDA)	0.1	$96k	-5%	552.00	174.45	View chart
Coreweave Inc Com Cl A Stock (CRWV)	0.1	$96k	-21%	1.2k	77.47	View chart
Oracle Corporation Stock (ORCL)	0.1	$96k	-47%	649.00	147.17	View chart
Pepsico Stock (PEP)	0.1	$91k	-10%	588.00	155.40	View chart
Oneok Stock (OKE)	0.1	$90k		1.0k	90.39	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.1	$90k	+32%	1.3k	67.53	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	0.1	$89k		2.0k	44.62	View chart
Mcdonalds Corp Stock (MCD)	0.1	$86k		277.00	310.79	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$85k		311.00	271.93	View chart
Fidelity Momentum Factor Etf Etf (FDMO)	0.1	$82k		1.0k	80.08	View chart
Bank America Corp Stock (BAC)	0.1	$75k	+49%	1.5k	48.73	View chart
Intuitive Surgical Stock (ISRG)	0.1	$66k		144.00	460.99	View chart
Colgate Palmolive Stock (CL)	0.1	$65k	+64%	767.00	85.18	View chart
Eli Lilly & Co Stock (LLY)	0.1	$64k	+27%	70.00	919.77	View chart
Starbucks Corp Stock (SBUX)	0.1	$62k		688.00	89.64	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.1	$62k		876.00	70.16	View chart
Conocophillips Stock (COP)	0.1	$60k		453.00	131.94	View chart
Teradyne Stock (TER)	0.1	$59k	NEW	200.00	296.46	View chart
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)	0.1	$56k		1.1k	52.35	View chart
Cisco Sys Stock (CSCO)	0.1	$55k		712.00	77.54	View chart
Waste Connections Stock (WCN)	0.1	$54k		335.00	162.51	View chart
Ameriprise Finl Stock (AMP)	0.1	$54k		122.00	443.43	View chart
Hershey Stock (HSY)	0.1	$54k		259.00	208.11	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.1	$54k	-85%	308.00	174.61	View chart
Doordash Inc Cl A Stock (DASH)	0.1	$54k	NEW	357.00	150.15	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.0	$51k		1.1k	47.51	View chart
Deere & Co Stock (DE)	0.0	$50k		88.00	562.10	View chart
Fastenal Stock (FAST)	0.0	$49k		1.1k	46.40	View chart
Te Connectivity Stock (TEL)	0.0	$49k		232.00	208.97	View chart
National Grid Transco Adr (NGG)	0.0	$47k	-29%	559.00	84.60	View chart
Travelers Companies Stock (TRV)	0.0	$47k		162.00	290.85	View chart
Ishares Tr Dow Jones U S Finl Svcs Etf (IYG)	0.0	$45k		543.00	82.84	View chart
American Express Stock (AXP)	0.0	$44k		145.00	301.88	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$43k	+36%	753.00	57.63	View chart
Circle Internet Group Inc Com Cl A Stock (CRCL)	0.0	$43k	-56%	450.00	95.41	View chart
American Tower Corp Reit (AMT)	0.0	$42k		244.00	172.50	View chart
Ishares Dj Us Health Care Providers Etf (IHF)	0.0	$42k		1.0k	41.85	View chart
Align Technology Stock (ALGN)	0.0	$42k		244.00	171.43	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$42k		84.00	494.19	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$42k	+23%	209.00	198.55	View chart
Unitedhealth Group Stock (UNH)	0.0	$41k		153.00	270.88	View chart
Qualcomm Stock (QCOM)	0.0	$41k		319.00	128.92	View chart
Ishares Msci Eafe Small Cap Etf Etf (SCZ)	0.0	$39k		500.00	78.41	View chart
First Cash Financial Stock (FCFS)	0.0	$39k		207.00	188.27	View chart
Honeywell Intl Stock (HON)	0.0	$39k	-16%	171.00	225.84	View chart
Hinge Health Inc Cl A Stock (HNGE)	0.0	$39k		1.0k	38.56	View chart
Ishares Iboxx High Yield Corporate Bond Etf Etf (HYG)	0.0	$38k		481.00	79.58	View chart
Pulte Group Stock (PHM)	0.0	$38k		321.00	117.60	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$38k		389.00	96.47	View chart
Fidelity Disruptive Technology Etf Etf (FDTX)	0.0	$37k		1.0k	36.92	View chart
Block H & R Stock (HRB)	0.0	$37k	-49%	1.2k	31.75	View chart
Autodesk Stock (ADSK)	0.0	$36k		150.00	239.40	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$35k		56.00	621.54	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$34k	-81%	285.00	120.81	View chart
Sba Communications Cp Reit (SBAC)	0.0	$34k		200.00	172.11	View chart
Phillips 66 Stock (PSX)	0.0	$31k		172.00	182.60	View chart
Rtx Corporation Stock (RTX)	0.0	$31k	NEW	160.00	192.90	View chart
Unilever Adr (UL)	0.0	$30k		534.00	56.97	View chart
Tesla Stock (TSLA)	0.0	$30k	-15%	80.00	371.75	View chart
Roblox Corp Cl A Stock (RBLX)	0.0	$29k	NEW	520.00	56.56	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$29k	-76%	200.00	146.34	View chart
Intuit Stock (INTU)	0.0	$28k		65.00	432.38	View chart
Texas Instrs Stock (TXN)	0.0	$28k		144.00	193.91	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.0	$28k	-82%	251.00	110.86	View chart
Canadian National Railway Stock (CNI)	0.0	$28k		269.00	102.69	View chart
Prologis Reit (PLD)	0.0	$27k		207.00	132.17	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$27k		305.00	86.90	View chart
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.0	$26k		287.00	91.43	View chart
Illinois Tool Wks Stock (ITW)	0.0	$26k	NEW	100.00	260.29	View chart
First Tr Exchange Traded Fd Amex Biotechnology Index Etf (FBT)	0.0	$26k		128.00	200.99	View chart
Micron Technology Stock (MU)	0.0	$25k	+66%	75.00	338.55	View chart
Salesforce Stock (CRM)	0.0	$25k	-65%	135.00	187.06	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$25k	NEW	53.00	463.19	View chart
Pinnacle Finl Partners Stock (PNFP)	0.0	$25k		284.00	86.27	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$24k	NEW	40.00	604.40	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$22k	NEW	150.00	145.94	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$22k	-87%	200.00	108.84	View chart
Fidelity Msci Financials Index Etf Etf (FNCL)	0.0	$21k		304.00	70.30	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$21k		57.00	369.81	View chart
U Haul Holding Company Stock (UHAL)	0.0	$21k		430.00	47.78	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$20k		786.00	25.65	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$20k		61.00	325.11	View chart
Novartis Adr (NVS)	0.0	$19k		123.00	152.46	View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE)	0.0	$19k	NEW	130.00	142.48	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$17k		204.00	84.93	View chart
Prudential Finl Stock (PRU)	0.0	$17k		175.00	97.69	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.0	$17k	-61%	100.00	165.70	View chart
Murphy Usa Stock (MUSA)	0.0	$16k	NEW	32.00	493.97	View chart
Fidelity Fundamental Large Cap Core Etf Etf (FFLC)	0.0	$16k		307.00	51.32	View chart
Automatic Data Processing Stock (ADP)	0.0	$15k	-44%	74.00	202.99	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.0	$15k		25.00	583.84	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$15k		70.00	208.09	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$15k	NEW	96.00	151.41	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$14k		90.00	157.32	View chart
Ishares Silver Trust Etf (SLV)	0.0	$13k		196.00	68.14	View chart
Ishares Dj Us Pharma Index F Etf (IHE)	0.0	$13k		153.00	86.64	View chart
Ishares Nasdaq Biotechnology Etf (IBB)	0.0	$13k	-46%	75.00	168.85	View chart
Sl Green Rlty Corp Reit (SLG)	0.0	$12k		311.00	36.97	View chart
Village Super Mkt Inc Cl A Stock (VLGEA)	0.0	$11k		266.00	42.27	View chart
Adobe Sys Stock (ADBE)	0.0	$11k		45.00	243.09	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	0.0	$11k	NEW	85.00	124.31	View chart
State Street Spdr S&p Kensho Future Security Etf Etf (FITE)	0.0	$11k		122.00	85.72	View chart
Agnico Eagle Mines Stock (AEM)	0.0	$10k	NEW	50.00	203.42	View chart
Douglas Emmett Reit (DEI)	0.0	$9.8k		1.0k	9.42	View chart
Newmont Corp Stock (NEM)	0.0	$9.8k	NEW	90.00	108.52	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$9.8k	-54%	340.00	28.70	View chart
Canadian Imperial Bank Of Comm Stock (CM)	0.0	$9.5k	NEW	100.00	94.75	View chart
Pennymac Mtg Invt Tr Reit (PMT)	0.0	$9.3k		800.00	11.66	View chart
Carrier Global Corporation Stock (CARR)	0.0	$9.0k	NEW	160.00	56.31	View chart
Vanguard Reit Index Etf Etf (VNQ)	0.0	$8.9k	NEW	100.00	88.70	View chart
Lear Corp Stock (LEA)	0.0	$8.8k		73.00	120.89	View chart
Ishares Dow Jones Us Utilities Etf (IDU)	0.0	$8.5k		73.00	116.52	View chart
Barrick Mng Corp Stock (B)	0.0	$8.2k	NEW	202.00	40.78	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$7.7k		127.00	60.80	View chart
Markel Group Stock (MKL)	0.0	$7.7k		4.00	1914.00	View chart
Icici Bank Adr (IBN)	0.0	$7.1k	NEW	275.00	25.90	View chart
Humana Stock (HUM)	0.0	$7.0k		40.00	175.38	View chart
Amrize Stock (AMRZ)	0.0	$7.0k	NEW	125.00	56.02	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$6.2k	NEW	80.00	77.08	View chart
Ellington Financial Reit (EFC)	0.0	$6.1k	+3%	516.00	11.85	View chart
Amplify Blockchain Technology Etf Etf (BLOK)	0.0	$6.0k		120.00	49.61	View chart
Murphy Oil Corp Stock (MUR)	0.0	$5.4k	NEW	130.00	41.25	View chart
Agnc Invt Corp Reit (AGNC)	0.0	$5.0k		500.00	10.03	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$4.8k		81.00	59.02	View chart
Fidelity Enhanced Large Cap Core Etf Etf (FELC)	0.0	$4.4k		121.00	36.36	View chart
Eastman Chem Stock (EMN)	0.0	$4.1k		54.00	76.67	View chart
F/m Us Treasury 3 Month Bill Fund Etf (TBIL)	0.0	$4.1k	NEW	83.00	49.86	View chart
Teva Pharmaceutical Inds Adr (TEVA)	0.0	$4.1k		135.00	30.12	View chart
Eaton Corp Stock (ETN)	0.0	$4.0k		11.00	361.00	View chart
Eldridge Bbb-b Clo Etf Etf (CLOZ)	0.0	$3.9k	+2%	150.00	25.68	View chart
Advanced Micro Devices Stock (AMD)	0.0	$3.5k		17.00	203.41	View chart
Alnylam Pharmaceuticals Stock (ALNY)	0.0	$3.3k		10.00	330.90	View chart
Pfizer Stock (PFE)	0.0	$2.8k	NEW	100.00	28.08	View chart
Verizon Communications Stock (VZ)	0.0	$2.5k	NEW	50.00	50.20	View chart
Blackrock Floating Rate Income Cef (FRA)	0.0	$2.2k	NEW	201.00	11.02	View chart
Disney Walt Stock (DIS)	0.0	$2.0k		21.00	95.43	View chart
Magnum Ice Cream Co Nv Ord Stock (MICC)	0.0	$1.8k		120.00	14.95	View chart
Allspring Global Dividend Oppo Cef (EOD)	0.0	$1.5k	NEW	260.00	5.83	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$1.4k		14.00	97.93	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$1.2k		10.00	118.60	View chart
Datadog Inc Cl A Stock (DDOG)	0.0	$826.000000		7.00	118.00	View chart
Weride Adr (WRD)	0.0	$809.000000		100.00	8.09	View chart
Fidelity Ethereum Fund Etf Etf (FETH)	0.0	$145.999700		7.00	20.86	View chart

Past Filings by High Point Wealth Management

SEC 13F filings are viewable for High Point Wealth Management going back to 2025

High Point Wealth Management 2026 Q1 filed April 8, 2026
High Point Wealth Management 2025 Q4 filed Jan. 29, 2026

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