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HighPoint Advisor

Latest statistics and disclosures from HighPoint Advisor Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, XLK, QQQ, SPYG, SPDW, and represent 19.37% of HighPoint Advisor Group's stock portfolio.
Added to shares of these 10 stocks: SPY (+$19M), USRT (+$17M), SPYM (+$16M), AVUV (+$14M), ITOT (+$11M), XSOE (+$7.9M), QQQ (+$7.4M), SPSM (+$7.4M), ILTB (+$7.4M), SPYG (+$7.0M).
Started 73 new stock positions in SPCX, STM, HWM, SNSR, VONV, DFVX, JEPI, EL, HYFI, BSMS.
Reduced shares in these 10 stocks: JIRE (-$12M), JMTG (-$7.4M), RSP (-$6.2M), SPTI (-$6.0M), Honeywell International, ABBV, Q, IUS, JPUS, SPMO.
Sold out of its positions in AEE, TAXF, CTRA, CGSM, Dupont De Nemours, FTEC, AHR, Honeywell International, PZA, OXY. PYPL, PR, FTMU, XBIL, RBLX, MYMJ, SGDM, TEVA, TM, TSCO, TDG, TMDX, OIH, ONON.
HighPoint Advisor Group was a net buyer of stock by $162M.
HighPoint Advisor Group has $2.8B in assets under management (AUM), dropping by 18.93%.
Central Index Key (CIK): 0001616034

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Portfolio Holdings for HighPoint Advisor Group

HighPoint Advisor Group holds 691 positions in its portfolio as reported in the June 2026 quarterly 13F filing

HighPoint Advisor Group has 691 total positions. Only the first 250 positions are shown.

Sign up to view all of the HighPoint Advisor Group June 30, 2026 positions
Download the HighPoint Advisor Group June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Street MF Closed and MF Open (SPY)	7.1	$201M	+10%	270k	746.77	View chart
State Street MF Closed and MF Open (XLK)	3.1	$89M		468k	190.52	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	3.1	$88M	+9%	119k	736.40	View chart
State Street MF Closed and MF Open (SPYG)	3.0	$86M	+8%	726k	118.99	View chart
State Street MF Closed and MF Open (SPDW)	3.0	$85M	+8%	1.7M	50.39	View chart
State Street MF Closed and MF Open (SPYM)	2.6	$74M	+28%	836k	87.88	View chart
Wisdomtree Us MF Closed and MF Open (DGRW)	2.1	$59M	+8%	616k	95.62	View chart
Ishares Core MF Closed and MF Open (ITOT)	2.0	$58M	+23%	353k	164.27	View chart
Nvidia Corp Common Stock (NVDA)	1.7	$48M	+7%	241k	200.09	View chart
Avantis Emerging MF Closed and MF Open (AVEM)	1.7	$48M		496k	96.49	View chart
Dimensional Intl MF Closed and MF Open (DFAI)	1.6	$44M	+2%	1.1M	41.25	View chart
Apple Common Stock (AAPL)	1.5	$43M		147k	289.36	View chart
State Street MF Closed and MF Open (SPSM)	1.4	$40M	+22%	696k	57.67	View chart
Capital Group MF Closed and MF Open (CGGR)	1.3	$36M	+4%	760k	47.20	View chart
State Street MF Closed and MF Open (SPTM)	1.2	$35M	+4%	388k	90.79	View chart
State Street MF Closed and MF Open (SPYV)	1.2	$35M	-2%	572k	60.79	View chart
Avantis U S MF Closed and MF Open (AVUV)	1.2	$34M	+74%	270k	124.76	View chart
Jpmorgan MF Closed and MF Open (JIRE)	1.2	$34M	-26%	407k	82.49	View chart
Capital Group MF Closed and MF Open (CGUS)	1.0	$30M	+10%	663k	44.48	View chart
Wisdomtree Emerging MF Closed and MF Open (XSOE)	1.0	$29M	+37%	593k	49.18	View chart
Amazon Common Stock (AMZN)	0.9	$27M		112k	238.34	View chart
John Hancock MF Closed and MF Open (JHMM)	0.9	$26M	+13%	348k	74.96	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.9	$25M		68k	370.04	View chart
Microsoft Corp Common Stock (MSFT)	0.8	$22M		59k	373.02	View chart
Capital Group MF Closed and MF Open (CGDV)	0.8	$22M		446k	49.28	View chart
Ishares Flexible MF Closed and MF Open (BINC)	0.7	$21M	+9%	396k	52.34	View chart
Alphabet Common Stock (GOOG)	0.7	$20M	+4%	58k	353.33	View chart
State Street MF Closed and MF Open (BILS)	0.7	$19M	+11%	194k	99.38	View chart
State Street MF Closed and MF Open (BIL)	0.7	$19M	+15%	205k	91.64	View chart
State Street MF Closed and MF Open (XLV)	0.7	$19M		117k	158.66	View chart
Alphabet Common Stock (GOOGL)	0.6	$18M	-2%	51k	357.37	View chart
State Street MF Closed and MF Open (XLF)	0.6	$18M		336k	53.61	View chart
State Street MF Closed and MF Open (XLC)	0.6	$17M	+3%	162k	107.13	View chart
T Rowe MF Closed and MF Open (TMSL)	0.6	$17M	+4%	394k	43.85	View chart
State Street MF Closed and MF Open (XLY)	0.6	$17M	+2%	147k	117.28	View chart
Ishares Core MF Closed and MF Open (IVV)	0.6	$17M	+2%	23k	748.88	View chart
Ishares Core MF Closed and MF Open (USRT)	0.6	$17M	NEW	250k	66.45	View chart
State Street MF Closed and MF Open (SPTI)	0.6	$17M	-26%	581k	28.39	View chart
Fidelity Enhanced MF Closed and MF Open (FESM)	0.6	$16M		333k	48.29	View chart
State Street MF Closed and MF Open (XLI)	0.6	$16M		86k	185.23	View chart
First Trust MF Closed and MF Open (FTGC)	0.5	$16M	-5%	574k	27.05	View chart
SPDR S&P MF Closed and MF Open (MDY)	0.5	$15M		22k	703.34	View chart
Jpmorgan Mortgae MF Closed and MF Open (JMTG)	0.5	$15M	-32%	302k	50.68	View chart
Capital Group MF Closed and MF Open (CGCV)	0.5	$15M		458k	32.82	View chart
Invesco Rafi MF Closed and MF Open (IUS)	0.5	$15M	-16%	225k	65.58	View chart
Jpmorgan Diversified MF Closed and MF Open (JPUS)	0.5	$14M	-15%	100k	140.23	View chart
Caterpillar Common Stock (CAT)	0.5	$14M	-5%	13k	1064.93	View chart
Capital Group MF Closed and MF Open (CGGO)	0.4	$13M	+2%	302k	42.33	View chart
Broadcom Common Stock (AVGO)	0.4	$13M		34k	377.75	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.4	$13M	+4%	25k	500.40	View chart
First Trust MF Closed and MF Open (BUFR)	0.4	$12M		340k	36.53	View chart
Jpmorgan Chase Common Stock (JPM)	0.4	$12M	+3%	38k	327.33	View chart
Wisdomtree Floating MF Closed and MF Open (USFR)	0.4	$12M		238k	50.35	View chart
Invesco Nasdaq MF Closed and MF Open (QQQM)	0.4	$11M		38k	302.97	View chart
Micron Technology Common Stock (MU)	0.4	$11M	+7%	9.6k	1154.25	View chart
Meta Platforms Common Stock (META)	0.4	$11M	+15%	20k	563.28	View chart
Spdr Gold Common Stock (GLD)	0.4	$10M		28k	368.38	View chart
State Street MF Closed and MF Open (XLP)	0.3	$9.9M	+4%	119k	83.07	View chart
Abbvie Common Stock (ABBV)	0.3	$9.8M	-25%	39k	251.64	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.3	$9.8M	+9%	45k	217.93	View chart
State Street MF Closed and MF Open (SPEM)	0.3	$9.7M	-7%	187k	51.78	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.3	$9.2M	+4%	122k	75.79	View chart
Ishares Core MF Closed and MF Open (IJR)	0.3	$9.1M	-3%	62k	148.31	View chart
Invesco S&p MF Closed and MF Open (XMHQ)	0.3	$8.9M		79k	112.88	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.3	$8.8M		13k	686.82	View chart
Fidelity Total MF Closed and MF Open (FBND)	0.3	$8.7M		191k	45.49	View chart
State Streer MF Closed and MF Open (XAR)	0.3	$8.3M	+14%	29k	283.79	View chart
Advanced Micro Common Stock (AMD)	0.3	$8.1M	-9%	14k	580.91	View chart
Invesco S&p MF Closed and MF Open (XSHQ)	0.3	$7.9M	-3%	164k	48.35	View chart
Ab Disruptors MF Closed and MF Open (FWD)	0.3	$7.9M	+10%	53k	148.12	View chart
Crowdstrike Holdings Common Stock (CRWD)	0.3	$7.9M	-9%	10k	763.14	View chart
State Street MF Closed and MF Open (SPHY)	0.3	$7.8M	+4%	333k	23.44	View chart
State Street MF Closed and MF Open (XLU)	0.3	$7.8M	-15%	171k	45.34	View chart
Ishares U S MF Closed and MF Open (DYNF)	0.3	$7.7M	+9%	113k	68.01	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.3	$7.5M	-3%	25k	300.45	View chart
Ishares Core MF Closed and MF Open (ILTB)	0.3	$7.4M	NEW	150k	49.25	View chart
First Trust MF Closed and MF Open (FTSM)	0.3	$7.3M	-3%	123k	59.73	View chart
Walmart Common Stock (WMT)	0.3	$7.1M	+2%	63k	113.26	View chart
Tesla Common Stock (TSLA)	0.2	$7.0M	+4%	17k	420.61	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$7.0M	+5%	27k	253.97	View chart
First Trust MF Closed and MF Open (RDVI)	0.2	$6.9M	+20%	235k	29.40	View chart
Ishares Core MF Closed and MF Open (IJH)	0.2	$6.8M	-4%	89k	77.11	View chart
State Street MF Closed and MF Open (XLE)	0.2	$6.8M	+30%	128k	53.11	View chart
Jpmorgan Active MF Closed and MF Open (JBND)	0.2	$6.8M	+5%	127k	53.50	View chart
Ab Ultra MF Closed and MF Open (YEAR)	0.2	$6.7M	-2%	133k	50.34	View chart
First Trust MF Closed and MF Open (FMB)	0.2	$6.7M	-2%	130k	51.37	View chart
Palo Alto Common Stock (PANW)	0.2	$6.7M		20k	341.02	View chart
Eli Lilly Common Stock (LLY)	0.2	$6.7M	+2%	5.6k	1199.42	View chart
State Street MF Closed and MF Open (SPMD)	0.2	$6.5M	+9%	97k	67.56	View chart
Costco Wholesale Common Stock (COST)	0.2	$6.5M		7.0k	935.52	View chart
State Street MF Closed and MF Open (SPTS)	0.2	$6.5M	-7%	225k	29.01	View chart
Amplify Cwp MF Closed and MF Open (DIVO)	0.2	$6.4M	+2%	140k	45.70	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.2	$6.3M	+513%	73k	86.14	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.2	$6.3M	+697%	52k	119.52	View chart
Franklin Dynamic MF Closed and MF Open (FLMI)	0.2	$6.2M	+10%	248k	25.17	View chart
Jpmorgan Us MF Closed and MF Open (JQUA)	0.2	$6.2M	+4%	86k	72.28	View chart
T Rowe MF Closed and MF Open (TTEQ)	0.2	$5.9M	+82%	131k	44.60	View chart
Invesco S&p MF Closed and MF Open (SPMO)	0.2	$5.8M	-31%	36k	161.54	View chart
Ishares 10-20yr MF Closed and MF Open (TLH)	0.2	$5.8M		58k	100.35	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.2	$5.8M	+4%	24k	236.62	View chart
Chevron Corp Common Stock (CVX)	0.2	$5.6M		34k	165.76	View chart
Dimensional Us MF Closed and MF Open (DFAC)	0.2	$5.5M	+11%	125k	44.36	View chart
Capital Group MF Closed and MF Open (CGBL)	0.2	$5.5M	+40%	145k	37.96	View chart
Palantir Technologies Common Stock (PLTR)	0.2	$5.5M	+6%	47k	116.67	View chart
Ishares 7-10yr MF Closed and MF Open (IEF)	0.2	$5.5M	+14%	58k	94.57	View chart
Jpmorgan MF Closed and MF Open (JMUB)	0.2	$5.4M	+4%	108k	50.66	View chart
United Parcel Common Stock (UPS)	0.2	$5.4M	+2%	50k	107.50	View chart
Home Depot Common Stock (HD)	0.2	$5.3M	+7%	15k	352.67	View chart
Fortinet Common Stock (FTNT)	0.2	$5.3M	-2%	34k	153.62	View chart
First Trust MF Closed and MF Open (FIW)	0.2	$5.2M		47k	109.52	View chart
Pacer Us MF Closed and MF Open (COWZ)	0.2	$5.1M	-5%	82k	62.20	View chart
First Trust MF Closed and MF Open (RDVY)	0.2	$5.0M	-2%	62k	81.06	View chart
Janus Henderson MF Closed and MF Open (JAAA)	0.2	$5.0M		100k	50.49	View chart
State Street MF Closed and MF Open (SPBO)	0.2	$5.0M	-33%	173k	29.04	View chart
Pimco Short MF Closed and MF Open (SMMU)	0.2	$4.9M	-25%	97k	50.50	View chart
Unitedhealth Group Common Stock (UNH)	0.2	$4.8M	-28%	12k	415.63	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.2	$4.7M	+274%	38k	124.17	View chart
Exxon Mobil Common Stock (XOM)	0.2	$4.7M	+4%	34k	136.72	View chart
Ishares Msci MF Closed and MF Open (ACWI)	0.2	$4.6M	-16%	30k	156.97	View chart
State Street MF Closed and MF Open (TOTL)	0.2	$4.5M	+22%	114k	39.47	View chart
Mcdonalds Corp Common Stock (MCD)	0.2	$4.5M	+3%	17k	270.31	View chart
Ishares Select MF Closed and MF Open (DVY)	0.2	$4.4M		28k	156.30	View chart
Procter & Gamble Common Stock (PG)	0.2	$4.4M	+11%	30k	146.64	View chart
Invesco Bulletshares MF Closed and MF Open (BSCU)	0.2	$4.3M		260k	16.64	View chart
Invesco Bulletshares MF Closed and MF Open (BSCS)	0.2	$4.3M		211k	20.36	View chart
First Trust MF Closed and MF Open (BUFD)	0.2	$4.3M	-9%	145k	29.72	View chart
Fundstrat Granny MF Closed and MF Open (GRNY)	0.2	$4.3M	+4%	155k	27.65	View chart
First Trust MF Closed and MF Open (TDIV)	0.2	$4.3M	+2%	37k	114.88	View chart
Visa Common Stock (V)	0.2	$4.3M	+9%	12k	343.10	View chart
Vanguard Mega MF Closed and MF Open (MGK)	0.1	$4.2M	+423%	48k	87.91	View chart
Proshares Large MF Closed and MF Open (CSM)	0.1	$4.2M		49k	85.22	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.1	$4.2M	+4%	19k	219.43	View chart
State Street MF Closed and MF Open (SDY)	0.1	$4.1M		27k	152.18	View chart
First Trust MF Closed and MF Open (GRID)	0.1	$4.1M	+18%	21k	191.75	View chart
Hcm Defender MF Closed and MF Open (LGH)	0.1	$4.0M	+5%	64k	63.76	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.1	$4.0M	-60%	19k	212.77	View chart
Rtx Corp Common Stock (RTX)	0.1	$4.0M		21k	189.73	View chart
Netflix Common Stock (NFLX)	0.1	$4.0M	+10%	56k	71.40	View chart
Neuberger Short MF Closed and MF Open (NBSD)	0.1	$4.0M	-8%	78k	50.51	View chart
Ishares Core MF Closed and MF Open (AOR)	0.1	$3.9M	-6%	57k	69.50	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.1	$3.9M		11k	342.83	View chart
Bank America Common Stock (BAC)	0.1	$3.8M	-2%	67k	56.98	View chart
Vanguard Mega MF Closed and MF Open (MGV)	0.1	$3.8M	+10%	23k	163.45	View chart
Abbott Laboratories Common Stock (ABT)	0.1	$3.8M		42k	90.74	View chart
Waste Management Common Stock (WM)	0.1	$3.8M	+22%	17k	222.88	View chart
Vanguard Small MF Closed and MF Open (VB)	0.1	$3.7M		12k	303.11	View chart
Sherwin Williams Common Stock (SHW)	0.1	$3.6M		11k	344.34	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.1	$3.5M	+17%	111k	31.71	View chart
Nomura Focused MF Closed and MF Open (EMEQ)	0.1	$3.5M	-32%	48k	72.86	View chart
Mastercard Common Stock (MA)	0.1	$3.4M	-2%	6.7k	513.63	View chart
Davis Select MF Closed and MF Open (DUSA)	0.1	$3.4M	+12%	60k	56.18	View chart
Capital Group MF Closed and MF Open (CGCB)	0.1	$3.4M	+3%	129k	26.18	View chart
Capital Group MF Closed and MF Open (CGDG)	0.1	$3.4M	+8%	90k	37.51	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.1	$3.3M	+3%	18k	188.09	View chart
Invesco S&p MF Closed and MF Open (XLG)	0.1	$3.3M	+5%	54k	61.23	View chart
Ishares Core MF Closed and MF Open (IUSV)	0.1	$3.3M		30k	110.15	View chart
Taiwan Semiconductor Common Stock (TSM)	0.1	$3.2M	+13%	6.8k	477.56	View chart
Invesco Building MF Closed and MF Open (PKB)	0.1	$3.2M		29k	112.06	View chart
Invesco S&p MF Closed and MF Open (SPHQ)	0.1	$3.2M	+6%	35k	90.10	View chart
First Trust MF Closed and MF Open (FVD)	0.1	$3.2M		66k	48.18	View chart
Ishares Core MF Closed and MF Open (IUSB)	0.1	$3.2M	+14%	69k	46.15	View chart
State Street MF Closed and MF Open (SPAB)	0.1	$3.1M	+8%	123k	25.52	View chart
First Trust MF Closed and MF Open (BUFQ)	0.1	$3.1M		80k	39.27	View chart
Vaneck Semiconductor MF Closed and MF Open (SMH)	0.1	$3.1M	+15%	4.8k	655.94	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.1	$3.1M		52k	59.69	View chart
Defiance Quantum MF Closed and MF Open (QTUM)	0.1	$3.1M	+34%	19k	165.39	View chart
Xtrackers Msci MF Closed and MF Open (DBEF)	0.1	$3.1M	+4%	56k	54.63	View chart
Intl Business Common Stock (IBM)	0.1	$3.1M	+15%	11k	281.22	View chart
Ishares Gold Common Stock (IAU)	0.1	$3.1M	+4%	41k	75.51	View chart
Walt Disney Common Stock (DIS)	0.1	$3.0M	-7%	32k	96.25	View chart
Jpmorgan Core MF Closed and MF Open (JCPB)	0.1	$2.8M	NEW	61k	46.94	View chart
Ishares 0-3 MF Closed and MF Open (SGOV)	0.1	$2.8M	+15%	28k	100.67	View chart
Proshares S&p MF Closed and MF Open (NOBL)	0.1	$2.8M	+66%	50k	56.16	View chart
Merck & Company Common Stock (MRK)	0.1	$2.7M	+5%	21k	128.50	View chart
First Trust MF Closed and MF Open (FTCS)	0.1	$2.7M	-8%	29k	93.92	View chart
Philip Morris Common Stock (PM)	0.1	$2.7M	-2%	15k	180.91	View chart
Ge Aerospace Common Stock (GE)	0.1	$2.6M	+7%	7.0k	373.75	View chart
State Street MF Closed and MF Open (XLB)	0.1	$2.6M		51k	50.83	View chart
Capital One Common Stock (COF)	0.1	$2.6M	+8%	13k	200.63	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.1	$2.6M		26k	96.58	View chart
Ishares Russell MF Closed and MF Open (IWB)	0.1	$2.5M		6.2k	409.53	View chart
Hcm Defender MF Closed and MF Open (QQH)	0.1	$2.5M	+2%	30k	85.60	View chart
Vanguard High MF Closed and MF Open (VYM)	0.1	$2.5M	-6%	16k	158.03	View chart
State Street MF Closed and MF Open (SPTL)	0.1	$2.5M	-5%	94k	26.23	View chart
Vanguard Mid MF Closed and MF Open (VO)	0.1	$2.4M	+321%	30k	80.57	View chart
Ge Vernova Common Stock (GEV)	0.1	$2.4M	+15%	2.1k	1174.64	View chart
Ishares 3-7yr MF Closed and MF Open (IEI)	0.1	$2.4M	+20%	20k	117.45	View chart
Western Digital Common Stock (WDC)	0.1	$2.3M	+4%	3.7k	638.79	View chart
Goldman Sachs Common Stock (GS)	0.1	$2.3M	+3%	2.3k	1011.35	View chart
State Street MF Closed and MF Open (XLRE)	0.1	$2.3M		53k	44.03	View chart
Honeywell Aerospace Common Stock (HONA)	0.1	$2.3M	NEW	10k	221.08	View chart
Capital Group MF Closed and MF Open (CGGE)	0.1	$2.3M	+12%	65k	35.24	View chart
State Street MF Closed and MF Open (SPIB)	0.1	$2.3M	+12%	68k	33.46	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.1	$2.3M	+3%	32k	71.25	View chart
Coca Cola Company Common Stock (KO)	0.1	$2.3M	+4%	28k	81.27	View chart
Invesco Phlx MF Closed and MF Open (SOXQ)	0.1	$2.3M		20k	112.10	View chart
Honeywell Intl Common Stock (HON)	0.1	$2.2M	NEW	9.9k	223.90	View chart
Ishares Msci MF Closed and MF Open (EFA)	0.1	$2.2M	-7%	21k	103.88	View chart
Wells Fargo Common Stock (WFC)	0.1	$2.2M	+3%	27k	82.64	View chart
Nucor Corp Common Stock (NUE)	0.1	$2.2M		9.8k	222.75	View chart
Qualcomm Common Stock (QCOM)	0.1	$2.2M	-12%	12k	184.79	View chart
Boeing Company Common Stock (BA)	0.1	$2.2M	+23%	10k	216.47	View chart
Constellation Energy Common Stock (CEG)	0.1	$2.1M	+19%	8.6k	248.36	View chart
Intel Corp Common Stock (INTC)	0.1	$2.1M	+23%	15k	139.63	View chart
First Trust MF Closed and MF Open (AIRR)	0.1	$2.1M	+8%	16k	133.26	View chart
Vertiv Holdings Common Stock (VRT)	0.1	$2.1M	+30%	6.2k	334.82	View chart
Dupont De Common Stock (DD)	0.1	$2.0M	NEW	15k	135.64	View chart
Asml Holding Common Stock (ASML)	0.1	$2.0M	+11%	1.0k	1989.39	View chart
Ishares National MF Closed and MF Open (MUB)	0.1	$2.0M	+214%	19k	107.62	View chart
Vanguard Short MF Closed and MF Open (VTIP)	0.1	$2.0M		40k	50.23	View chart
Pimco Ehnanced MF Closed and MF Open (MINT)	0.1	$2.0M		20k	100.81	View chart
Pimco Intermediate MF Closed and MF Open (MUNI)	0.1	$2.0M	-4%	37k	52.60	View chart
Ishares Esg MF Closed and MF Open (DSI)	0.1	$1.9M		14k	142.39	View chart
Oracle Corp Common Stock (ORCL)	0.1	$1.9M	+10%	13k	146.56	View chart
Alibaba Group Common Stock (BABA)	0.1	$1.9M	+2%	20k	95.98	View chart
Ishares Semiconductor MF Closed and MF Open (SOXX)	0.1	$1.9M	+27%	2.9k	640.69	View chart
Lululemon Athletica Common Stock (LULU)	0.1	$1.9M	+2%	16k	114.18	View chart
Invesco S&p MF Closed and MF Open (SPGP)	0.1	$1.8M		15k	122.29	View chart
Chipotle Mexican Common Stock (CMG)	0.1	$1.8M	+293%	54k	34.00	View chart
Capital Group MF Closed and MF Open (CGIE)	0.1	$1.8M	+8%	49k	36.78	View chart
Gamco Global MF Closed and MF Open (GGN)	0.1	$1.8M		375k	4.84	View chart
Ishares Ultra MF Closed and MF Open (ICSH)	0.1	$1.8M		35k	50.58	View chart
Ishares S&p MF Closed and MF Open (OEF)	0.1	$1.8M	-14%	4.9k	365.86	View chart
Salesforce Common Stock (CRM)	0.1	$1.8M	-14%	11k	156.67	View chart
Corning Common Stock (GLW)	0.1	$1.8M	+33%	6.9k	255.43	View chart
Cisco Systems Common Stock (CSCO)	0.1	$1.8M	-58%	15k	117.46	View chart
State Street MF Closed and MF Open (CWB)	0.1	$1.8M	-4%	16k	107.82	View chart
Uber Technologies Common Stock (UBER)	0.1	$1.8M		24k	72.16	View chart
Invesco S&p MF Closed and MF Open (RWL)	0.1	$1.7M	+3%	14k	127.76	View chart
Vanguard Total MF Closed and MF Open (VXUS)	0.1	$1.7M	+15%	20k	85.49	View chart
American Express Common Stock (AXP)	0.1	$1.7M		5.1k	338.25	View chart
Deere & Co Common Stock (DE)	0.1	$1.7M	+5%	2.7k	634.38	View chart
Lowes Companies Common Stock (LOW)	0.1	$1.7M	-16%	7.5k	220.48	View chart
Morgan Stanley Common Stock (MS)	0.1	$1.7M	+30%	7.9k	209.03	View chart
Capital Group MF Closed and MF Open (CGMM)	0.1	$1.6M	+19%	50k	32.97	View chart
Vanguard Total MF Closed and MF Open (VT)	0.1	$1.6M	+10%	10k	156.95	View chart
Graniteshares Gold MF Closed and MF Open (BAR)	0.1	$1.6M	+4%	41k	39.53	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.1	$1.6M	-12%	17k	96.46	View chart
Janus Henderson MF Closed and MF Open (JMBS)	0.1	$1.6M	+5%	36k	44.99	View chart
Bny Mellon MF Closed and MF Open (BKGI)	0.1	$1.6M	+17%	35k	44.97	View chart
Ishares Core MF Closed and MF Open (AGG)	0.1	$1.6M		16k	98.98	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.1	$1.6M	+14%	19k	82.84	View chart
Nuveen Municipal MF Closed and MF Open (NMZ)	0.1	$1.6M	+18%	148k	10.57	View chart
Altria Group Common Stock (MO)	0.1	$1.5M		21k	71.95	View chart
Ishares U S MF Closed and MF Open (GOVT)	0.1	$1.5M		67k	22.78	View chart
Ishares 20 MF Closed and MF Open (TLT)	0.1	$1.5M	+30%	17k	86.42	View chart
Bluerock Private MF Closed and MF Open (BPRE)	0.1	$1.5M	+21%	115k	13.01	View chart
Freeport Mcmoran Common Stock (FCX)	0.1	$1.5M		24k	62.89	View chart
Vanguard Municipal MF Closed and MF Open (VTEB)	0.1	$1.5M	-45%	30k	50.58	View chart
Berkshire Hathaway Common Stock (BRK.A)	0.1	$1.5M		2.00	748850.00	View chart

Past Filings by HighPoint Advisor Group

SEC 13F filings are viewable for HighPoint Advisor Group going back to 2014

HighPoint Advisor Group 2026 Q2 filed Aug. 5, 2026
HighPoint Advisor Group 2025 Q4 amended filed May 14, 2026
HighPoint Advisor Group 2026 Q1 filed May 14, 2026
HighPoint Advisor Group 2025 Q4 filed Feb. 4, 2026
HighPoint Advisor Group 2025 Q3 filed Nov. 5, 2025
HighPoint Advisor Group 2025 Q2 filed Aug. 7, 2025
HighPoint Advisor Group 2025 Q1 filed May 5, 2025
HighPoint Advisor Group 2024 Q4 filed Feb. 12, 2025
HighPoint Advisor Group 2024 Q3 filed Nov. 4, 2024
HighPoint Advisor Group 2024 Q2 filed Aug. 8, 2024
HighPoint Advisor Group 2024 Q1 filed May 14, 2024
HighPoint Advisor Group 2023 Q4 filed March 26, 2024
HighPoint Advisor Group 2022 Q2 filed Aug. 15, 2022
HighPoint Advisor Group 2021 Q3 filed Nov. 15, 2021
HighPoint Advisor Group 2021 Q2 filed July 29, 2021
HighPoint Advisor Group 2021 Q1 filed April 12, 2021

View all past filings

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