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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, SOXX, CIBR, and represent 30.21% of High Point Wealth Management's stock portfolio.
Added to shares of these 10 stocks: HDV, IDGT, NOBL, VGT, VUG, FUTY, Exxon Mobil Corp, DTCR, IWF, QQQX.
Started 14 new stock positions in VO, HON, JEPI, PUMP, HONA, IFRA, Exxon Mobil Corp, IBIT, VB, TSM. ASML, EEM, EQPT, MP.
Reduced shares in these 10 stocks: , FBCG, IYW, IHI, CIBR, XSW, META, HOOD, ETR, ORCL.
Sold out of its positions in ADSK, FRA, CMCSA, DASH, XOM, Honeywell International, IBN, PFE, TBIL, RBLX. XLC, VFH, VZ, EOD.
High Point Wealth Management was a net buyer of stock by $5.8M.
High Point Wealth Management has $122M in assets under management (AUM), dropping by 17.98%.
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 June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Dj Us Technology Etf (IYW)	10.5	$13M	-2%	51k	252.23	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	6.9	$8.4M	+2%	29k	285.58	View chart
Fidelity High Dividend Etf Etf (FDVV)	5.3	$6.5M		108k	60.29	View chart
Ishares Semiconductor Etf Etf (SOXX)	3.8	$4.6M	+6%	7.2k	640.74	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	3.7	$4.6M	-5%	51k	89.85	View chart
Public Svc Enterprise Group Stock (PEG)	3.0	$3.6M		45k	81.16	View chart
Southern Stock (SO)	2.9	$3.6M		37k	95.71	View chart
Ishares Tr High Divid Equity Etf (HDV)	2.9	$3.6M	+405%	130k	27.41	View chart
Ishares S&p 500 Index Etf (IVV)	2.2	$2.7M		3.5k	748.94	View chart
Health Care Reit Reit (WELL)	2.1	$2.6M	+3%	12k	226.98	View chart
Consolidated Edison Stock (ED)	2.1	$2.6M		23k	110.63	View chart
Ishares S&p 500 Value Etf Etf (IVE)	1.9	$2.3M	+3%	10k	227.05	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	1.7	$2.1M	+17%	37k	58.42	View chart
First Trust Cloud Computing Etf Etf (SKYY)	1.7	$2.1M		16k	134.56	View chart
Fidelity Cloud Computing Etf Etf (FCLD)	1.4	$1.7M		44k	38.84	View chart
Philip Morris Intl Stock (PM)	1.3	$1.6M		9.1k	180.91	View chart
Nuveen Nasdaq 100 Dynamic Over Cef (QQQX)	1.3	$1.6M	+20%	54k	30.14	View chart
Fidelity Blue Chip Growth Etf Etf (FBCG)	1.3	$1.6M	-18%	26k	62.11	View chart
Energy Select Sector Spdr Etf (XLE)	1.3	$1.6M		30k	53.11	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	1.3	$1.6M		8.3k	188.09	View chart
Amazon.com Stock (AMZN)	1.2	$1.5M		6.2k	238.34	View chart
Bank America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL)	1.1	$1.3M	+4%	1.1k	1254.50	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	1.1	$1.3M	+3%	23k	58.92	View chart
Google Stock (GOOGL)	1.0	$1.3M		3.6k	357.37	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	1.0	$1.3M	+100%	23k	56.16	View chart
Global X Data Center And Digital Infrastructure Etf Etf (DTCR)	1.0	$1.3M	+32%	42k	30.37	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.0	$1.2M		3.5k	353.36	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.9	$1.1M	-20%	23k	49.41	View chart
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP)	0.9	$1.1M		5.3k	212.77	View chart
Nuveen S&p 500 Dynamic Overwri Cef (SPXX)	0.9	$1.1M		60k	18.64	View chart
Wells Fargo & Co Perp Pfd Cnv A Convertible Preferred (WFC.PL)	0.9	$1.1M	+7%	955.00	1157.00	View chart
Ishares U.s. Digital Infrastructure And Real Estate Etf Etf (IDGT)	0.9	$1.1M	+181%	8.9k	119.74	View chart
Defiance Quantum Etf Etf (QTUM)	0.8	$1.0M	+3%	6.1k	165.37	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.8	$1.0M		13k	77.25	View chart
Ishares Tr Dow Jones U S Healthcare Etf (IYH)	0.7	$899k	-2%	13k	67.01	View chart
State Street Spdr S&p Semiconductor Etf Etf (XSD)	0.7	$857k	+30%	1.4k	623.54	View chart
Jpmorgan Chase & Co Stock (JPM)	0.7	$812k		2.5k	327.29	View chart
Duke Energy Corp Stock (DUK)	0.6	$776k	+11%	6.1k	126.57	View chart
Snowflake Stock (SNOW)	0.6	$738k		2.9k	254.50	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.6	$721k		966.00	746.75	View chart
Consumer Staples Select Sector Spdr Etf (XLP)	0.6	$719k	-5%	8.7k	83.07	View chart
Goldman Sachs Group Stock (GS)	0.6	$703k	+3%	695.00	1011.50	View chart
Microsoft Stock (MSFT)	0.6	$699k		1.9k	373.03	View chart
Visa Stock (V)	0.6	$683k	-7%	2.0k	343.14	View chart
Abbvie Stock (ABBV)	0.6	$678k		2.7k	251.67	View chart
American Elec Pwr Stock (AEP)	0.6	$674k		4.9k	136.80	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.5	$670k		15k	45.34	View chart
Ishares Gold Trust Etf Etf (IAU)	0.5	$645k	-3%	8.5k	75.51	View chart
Johnson & Johnson Stock (JNJ)	0.5	$636k		2.5k	253.98	View chart
Entergy Corp Stock (ETR)	0.5	$623k	-11%	5.4k	114.85	View chart
Vanguard Information Technology Etf (VGT)	0.5	$619k	+694%	5.2k	119.51	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.5	$614k	-2%	12k	53.61	View chart
State Street Spdr S&p Software & Services Etf Etf (XSW)	0.5	$582k	-16%	3.4k	171.78	View chart
Avago Technologies Stock (AVGO)	0.5	$570k		1.5k	377.64	View chart
Apple Stock (AAPL)	0.5	$563k		1.9k	289.39	View chart
Ameren Corp Stock (AEE)	0.5	$562k		5.0k	113.04	View chart
Gilead Sciences Stock (GILD)	0.4	$515k		4.1k	126.34	View chart
Invesco Building & Construction Etf Etf (PKB)	0.4	$501k	-5%	4.5k	112.07	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.4	$491k	-17%	4.9k	100.28	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.4	$487k	-8%	5.4k	90.60	View chart
Vanguard Value Etf Etf (VTV)	0.4	$484k		2.2k	217.98	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$483k	-18%	858.00	563.17	View chart
Vanguard Growth Etf Etf (VUG)	0.4	$468k	+500%	5.4k	86.14	View chart
Ishares S&p North Amer Technology Etf (IGM)	0.4	$446k		2.7k	163.60	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.3	$404k		588.00	687.32	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.3	$404k	+300%	3.3k	124.16	View chart
Vanguard Total Stk Mkt Etf (VTI)	0.3	$398k		1.1k	370.16	View chart
United Bankshares Inc W. Va Stock (UBSI)	0.3	$384k		8.4k	45.83	View chart
Altria Group Stock (MO)	0.3	$381k		5.3k	71.94	View chart
Coca Cola Stock (KO)	0.3	$362k		4.5k	81.27	View chart
Uber Technologies Stock (UBER)	0.3	$361k	-11%	5.0k	72.16	View chart
Firstenergy Corp Stock (FE)	0.3	$356k		7.5k	47.54	View chart
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)	0.3	$354k		5.5k	64.50	View chart
Evergy Stock (EVRG)	0.3	$343k	+54%	4.0k	86.43	View chart
Constellation Energy Corp Stock (CEG)	0.3	$342k		1.4k	248.33	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.3	$340k		518.00	656.47	View chart
Exxonmobil Holdings Corp Stock	0.3	$313k	NEW	2.3k	136.72	View chart
Fidelity Metaverse Etf Etf (FMET)	0.2	$294k		8.0k	36.79	View chart
Pinnacle West Cap Corp Stock (PNW)	0.2	$292k	+20%	2.7k	107.02	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$270k		540.00	500.39	View chart
Us Bancorp Stock (USB)	0.2	$265k	+21%	4.4k	60.40	View chart
Fidelity U.s. Multifactor Etf Etf (FLRG)	0.2	$256k		6.2k	41.02	View chart
Fidelity Fundamental Large Cap Growth Etf Etf (FFLG)	0.2	$243k		7.0k	34.68	View chart
Ishares Dow Jones Us Consumer Goods Etf (IYK)	0.2	$240k		3.3k	72.66	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.2	$233k	-18%	1.3k	185.23	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.2	$218k		2.0k	109.07	View chart
Ishares Tr Lrge Core Indx Etf Etf (ILCB)	0.2	$207k		2.0k	103.65	View chart
Merck & Co Stock (MRK)	0.2	$206k	-3%	1.6k	128.50	View chart
Exelon Corp Stock (EXC)	0.2	$199k		4.3k	46.62	View chart
Equinix Reit (EQIX)	0.2	$184k	+21%	177.00	1040.64	View chart
Realty Income Corp Reit (O)	0.1	$181k		2.9k	61.96	View chart
Procter & Gamble Stock (PG)	0.1	$179k		1.2k	146.60	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$160k		659.00	242.38	View chart
Micron Technology Stock (MU)	0.1	$155k	+78%	134.00	1155.77	View chart
Tjx Cos Stock (TJX)	0.1	$147k		968.00	151.51	View chart
Teradyne Stock (TER)	0.1	$145k	+50%	300.00	483.90	View chart
Ishares S&p U.s. Preferred Stock Etf Etf (PFF)	0.1	$144k		4.7k	30.49	View chart
Spdr Gold Shares Etf (GLD)	0.1	$142k		386.00	368.38	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.1	$125k		2.0k	61.24	View chart
Fidelity Small-mid Multifactor Etf Etf (FSMD)	0.1	$125k	-12%	2.4k	52.85	View chart
Union Pac Corp Stock (UNP)	0.1	$124k		454.00	272.02	View chart
Coreweave Inc Com Cl A Stock (CRWV)	0.1	$123k		1.2k	99.54	View chart
Mastercard Stock (MA)	0.1	$122k		237.00	513.89	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$120k		875.00	137.53	View chart
Morgan Stanley Stock (MS)	0.1	$113k	-26%	539.00	209.23	View chart
Old Dominion Freight Lns With Stock Split Shares Stock (ODFL)	0.1	$112k		515.00	216.62	View chart
Nvidia Corporation Stock (NVDA)	0.1	$111k		553.00	199.97	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.1	$102k		1.3k	77.11	View chart
Fidelity Momentum Factor Etf Etf (FDMO)	0.1	$101k		1.0k	98.59	View chart
Costco Wholesale Corp Stock (COST)	0.1	$97k		103.00	938.46	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$93k		312.00	298.61	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$91k	-9%	780.00	116.67	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$88k		1.5k	57.00	View chart
Oneok Stock (OKE)	0.1	$87k		1.0k	86.94	View chart
Eli Lilly & Co Stock (LLY)	0.1	$84k		70.00	1199.80	View chart
Cisco Sys Stock (CSCO)	0.1	$84k		712.00	117.38	View chart
Hinge Health Inc Cl A Stock (HNGE)	0.1	$83k		1.0k	83.00	View chart
Pepsico Stock (PEP)	0.1	$80k		588.00	135.50	View chart
Chevron Corporation Stock (CVX)	0.1	$78k		469.00	165.74	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.1	$78k	NEW	39.00	1992.95	View chart
Netflix Stock (NFLX)	0.1	$77k	-8%	1.1k	71.40	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	0.1	$77k		2.0k	38.23	View chart
Mcdonalds Corp Stock (MCD)	0.1	$75k		277.00	270.31	View chart
Starbucks Corp Stock (SBUX)	0.1	$70k		688.00	102.25	View chart
Colgate Palmolive Stock (CL)	0.1	$70k		767.00	91.62	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.1	$67k		880.00	75.75	View chart
Unitedhealth Group Stock (UNH)	0.1	$64k		153.00	416.07	View chart
Qualcomm Stock (QCOM)	0.0	$59k		319.00	185.00	View chart
Fidelity Disruptive Technology Etf Etf (FDTX)	0.0	$58k		1.0k	57.90	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.0	$58k		1.1k	54.03	View chart
Intuitive Surgical Stock (ISRG)	0.0	$57k		144.00	397.68	View chart
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)	0.0	$56k		1.1k	52.56	View chart
Waste Connections Stock (WCN)	0.0	$56k		335.00	166.76	View chart
Ameriprise Finl Stock (AMP)	0.0	$56k		122.00	457.76	View chart
Deere & Co Stock (DE)	0.0	$56k		88.00	632.98	View chart
Ishares Dj Us Health Care Providers Etf (IHF)	0.0	$55k		1.0k	55.33	View chart
Travelers Companies Stock (TRV)	0.0	$53k		162.00	329.19	View chart
Fastenal Stock (FAST)	0.0	$51k		1.1k	48.03	View chart
Ishares Tr Dow Jones U S Finl Svcs Etf (IYG)	0.0	$49k		544.00	90.53	View chart
American Express Stock (AXP)	0.0	$49k		145.00	337.58	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.0	$48k	NEW	850.00	56.48	View chart
Conocophillips Stock (COP)	0.0	$47k		456.00	104.00	View chart
Te Connectivity Stock (TEL)	0.0	$47k		232.00	201.56	View chart
National Grid Transco Adr (NGG)	0.0	$46k		559.00	82.87	View chart
Hershey Stock (HSY)	0.0	$46k		259.00	175.63	View chart
First Cash Financial Stock (FCFS)	0.0	$45k		207.00	216.63	View chart
Block H & R Stock (HRB)	0.0	$45k		1.2k	38.07	View chart
Pulte Group Stock (PHM)	0.0	$44k		322.00	137.08	View chart
Texas Instrs Stock (TXN)	0.0	$43k		145.00	297.06	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$43k		389.00	109.77	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$42k		85.00	498.59	View chart
Prologis Reit (PLD)	0.0	$42k	+49%	309.00	135.29	View chart
Align Technology Stock (ALGN)	0.0	$41k		244.00	168.66	View chart
Ishares Msci Eafe Small Cap Etf Etf (SCZ)	0.0	$41k		500.00	82.27	View chart
American Tower Corp Reit (AMT)	0.0	$40k		244.00	163.50	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$40k		57.00	697.96	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$39k	-12%	268.00	146.19	View chart
Ishares Iboxx High Yield Corporate Bond Etf Etf (HYG)	0.0	$39k		488.00	79.93	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$39k	-10%	672.00	57.86	View chart
Oracle Corporation Stock (ORCL)	0.0	$36k	-62%	242.00	146.55	View chart
Sba Communications Cp Reit (SBAC)	0.0	$35k		200.00	176.46	View chart
Tesla Stock (TSLA)	0.0	$34k		80.00	420.60	View chart
Unilever Adr (UL)	0.0	$32k		534.00	60.12	View chart
Canadian National Railway Stock (CNI)	0.0	$32k		269.00	119.14	View chart
First Tr Exchange Traded Fd Amex Biotechnology Index Etf (FBT)	0.0	$32k		128.00	248.10	View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE)	0.0	$32k	+21%	158.00	199.27	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.0	$31k	+68%	42.00	741.48	View chart
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.0	$31k		288.00	107.74	View chart
Rtx Corporation Stock (RTX)	0.0	$30k		160.00	189.73	View chart
Phillips 66 Stock (PSX)	0.0	$29k		174.00	168.71	View chart
Pinnacle Finl Partners Stock (PNFP)	0.0	$29k		284.00	101.04	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.0	$29k	NEW	60.00	477.57	View chart
U Haul Holding Company Stock (UHAL)	0.0	$28k		430.00	65.44	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$28k		53.00	522.40	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$28k		305.00	90.55	View chart
Illinois Tool Wks Stock (ITW)	0.0	$27k		100.00	270.47	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$26k		210.00	124.19	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$24k		57.00	426.35	View chart
Circle Internet Group Inc Com Cl A Stock (CRCL)	0.0	$24k	-16%	375.00	62.63	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$24k		200.00	117.37	View chart
Fidelity Msci Financials Index Etf Etf (FNCL)	0.0	$23k		305.00	76.57	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$23k		788.00	29.45	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$23k		150.00	152.18	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$23k		61.00	369.08	View chart
Salesforce Stock (CRM)	0.0	$21k		135.00	157.07	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$21k		204.00	103.38	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$20k		40.00	509.45	View chart
Equipmentshare Com Inc Com Cl A Stock (EQPT)	0.0	$20k	NEW	1.0k	19.66	View chart
Novartis Adr (NVS)	0.0	$19k		123.00	156.41	View chart
Honeywell Intl Stock (HON)	0.0	$19k	NEW	85.00	223.91	View chart
Prudential Finl Stock (PRU)	0.0	$19k		175.00	107.93	View chart
Honeywell Aerospace Stock (HONA)	0.0	$19k	NEW	85.00	221.08	View chart
Fidelity Fundamental Large Cap Core Etf Etf (FFLC)	0.0	$18k		308.00	58.88	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.0	$18k		100.00	176.65	View chart
Murphy Usa Stock (MUSA)	0.0	$17k		32.00	538.88	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$17k		70.00	246.21	View chart
Intuit Stock (INTU)	0.0	$17k		65.00	261.00	View chart
Automatic Data Processing Stock (ADP)	0.0	$17k		75.00	222.60	View chart
Sl Green Rlty Corp Reit (SLG)	0.0	$16k		316.00	51.78	View chart
Humana Stock (HUM)	0.0	$16k	+2%	41.00	393.59	View chart
Ishares Dj Us Pharma Index F Etf (IHE)	0.0	$15k		153.00	99.27	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$15k		96.00	156.30	View chart
Propetro Hldg Corp Stock (PUMP)	0.0	$14k	NEW	1.0k	14.34	View chart
Ishares Nasdaq Biotechnology Etf (IBB)	0.0	$14k		75.00	190.19	View chart
State Street Spdr S&p Kensho Future Security Etf Etf (FITE)	0.0	$14k		122.00	112.62	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$14k		90.00	151.42	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$13k	NEW	395.00	33.29	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	0.0	$13k		85.00	148.31	View chart
Douglas Emmett Reit (DEI)	0.0	$13k	+2%	1.1k	11.80	View chart
Carrier Global Corporation Stock (CARR)	0.0	$12k		160.00	73.35	View chart
Canadian Imperial Bank Of Comm Stock (CM)	0.0	$12k		100.00	115.00	View chart
Village Super Mkt Inc Cl A Stock (VLGEA)	0.0	$11k		268.00	42.15	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$11k	-65%	70.00	158.51	View chart
Ishares Silver Trust Etf (SLV)	0.0	$11k		196.00	53.47	View chart
Advanced Micro Devices Stock (AMD)	0.0	$9.9k		17.00	580.88	View chart
Lear Corp Stock (LEA)	0.0	$9.8k		73.00	134.58	View chart
Vanguard Reit Index Etf Etf (VNQ)	0.0	$9.6k		100.00	96.43	View chart
Adobe Sys Stock (ADBE)	0.0	$9.2k		45.00	205.02	View chart
Pennymac Mtg Invt Tr Reit (PMT)	0.0	$9.0k		800.00	11.28	View chart
Newmont Corp Stock (NEM)	0.0	$8.4k		90.00	93.87	View chart
Ishares Dow Jones Us Utilities Etf (IDU)	0.0	$8.4k		74.00	114.11	View chart
Markel Group Stock (MKL)	0.0	$7.8k		4.00	1953.00	View chart
Agnico Eagle Mines Stock (AEM)	0.0	$7.8k		50.00	155.86	View chart
Amplify Blockchain Technology Etf Etf (BLOK)	0.0	$7.5k		120.00	62.38	View chart
Barrick Mng Corp Stock (B)	0.0	$7.4k		203.00	36.69	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$7.3k		127.00	57.76	View chart
Ellington Financial Reit (EFC)	0.0	$7.2k	+2%	531.00	13.61	View chart
Amrize Stock (AMRZ)	0.0	$6.7k		125.00	53.30	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$5.7k		80.00	71.60	View chart
Agnc Invt Corp Reit (AGNC)	0.0	$5.5k		500.00	10.90	View chart
Fidelity Enhanced Large Cap Core Etf Etf (FELC)	0.0	$5.1k		121.00	42.02	View chart
Eaton Corp Stock (ETN)	0.0	$4.7k		11.00	431.27	View chart
Teva Pharmaceutical Inds Adr (TEVA)	0.0	$4.6k		135.00	33.88	View chart
Mp Materials Corp Com Cl A Stock (MP)	0.0	$4.4k	NEW	78.00	56.01	View chart
Murphy Oil Corp Stock (MUR)	0.0	$4.2k		130.00	32.56	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$4.1k		81.00	51.05	View chart
Eldridge Bbb-b Clo Etf Etf (CLOZ)	0.0	$4.0k	+2%	153.00	26.38	View chart
Eastman Chem Stock (EMN)	0.0	$3.7k		55.00	66.82	View chart
Alnylam Pharmaceuticals Stock (ALNY)	0.0	$3.0k		10.00	301.00	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.0	$3.0k	NEW	47.00	63.23	View chart
Magnum Ice Cream Co Nv Ord Stock (MICC)	0.0	$2.1k		120.00	17.41	View chart
Disney Walt Stock (DIS)	0.0	$2.0k		21.00	95.29	View chart
Vanguard Small Cap Etf Etf (VB)	0.0	$1.8k	NEW	6.00	304.00	View chart
Datadog Inc Cl A Stock (DDOG)	0.0	$1.8k		7.00	260.43	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$1.7k	NEW	25.00	68.76	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$1.7k		14.00	119.00	View chart
Vanguard Mid Cap Etf (VO)	0.0	$1.6k	NEW	20.00	80.85	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$1.1k		10.00	114.20	View chart
Weride Adr (WRD)	0.0	$582.000000		100.00	5.82	View chart
Fidelity Ethereum Fund Etf Etf (FETH)	0.0	$110.000100		7.00	15.71	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 Q2 filed July 20, 2026
High Point Wealth Management 2026 Q1 filed April 8, 2026
High Point Wealth Management 2025 Q4 filed Jan. 29, 2026

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