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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, SPDW, SPYG, QQQ, XLK, and represent 17.61% of HighPoint Advisor Group's stock portfolio.
Added to shares of these 10 stocks: FESM (+$12M), SPYM (+$12M), GLD (+$11M), DGRW (+$9.6M), JMTG (+$9.2M), SPTI (+$8.0M), JIRE (+$5.9M), YEAR (+$5.5M), FWD (+$5.2M), AVUV.
Started 29 new stock positions in AVIV, CGSM, EWJ, FWD, FESM, IDVO, MYMJ, FTMU, JHPI, FDD.
Reduced shares in these 10 stocks: SPY (-$17M), QQQ (-$11M), CVX (-$9.5M), NTHI (-$9.5M), OEF (-$9.4M), TMSL (-$7.4M), , , TPR (-$5.8M), SPSM (-$5.6M).
Sold out of its positions in ABBNY, AFL, AGCO, AAGIY, APG, ACM, AEIS, AVAV, AFRM, AEM.
HighPoint Advisor Group was a net seller of stock by $-232M.
HighPoint Advisor Group has $2.4B in assets under management (AUM), dropping by -47.56%.
Central Index Key (CIK): 0001616034

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Portfolio Holdings for HighPoint Advisor Group

HighPoint Advisor Group holds 642 positions in its portfolio as reported in the March 2026 quarterly 13F filing

HighPoint Advisor Group has 642 total positions. Only the first 250 positions are shown.

Sign up to view all of the HighPoint Advisor Group March 31, 2026 positions
Download the HighPoint Advisor Group March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Street MF Closed and MF Open (SPY)	6.6	$159M	-9%	244k	650.34	View chart
State Street MF Closed and MF Open (SPDW)	3.0	$71M	+5%	1.6M	45.65	View chart
State Street MF Closed and MF Open (SPYG)	2.7	$65M	+3%	668k	97.91	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	2.6	$63M	-14%	109k	577.18	View chart
State Street MF Closed and MF Open (XLK)	2.6	$63M	+2%	472k	132.90	View chart
State Street MF Closed and MF Open (SPYM)	2.1	$50M	+29%	653k	76.54	View chart
Wisdomtree Us MF Closed and MF Open (DGRW)	2.1	$50M	+23%	568k	87.84	View chart
Jpmorgan MF Closed and MF Open (JIRE)	1.8	$42M	+16%	556k	75.74	View chart
Ishares Core MF Closed and MF Open (ITOT)	1.7	$41M		286k	142.43	View chart
Dimensional Intl MF Closed and MF Open (DFAI)	1.7	$41M	+7%	1.0M	38.96	View chart
Avantis Emerging MF Closed and MF Open (AVEM)	1.7	$40M	+3%	492k	80.58	View chart
Nvidia Corp Common Stock (NVDA)	1.6	$39M		225k	174.40	View chart
Apple Common Stock (AAPL)	1.5	$37M		145k	253.79	View chart
State Street MF Closed and MF Open (SPYV)	1.4	$33M	-2%	589k	56.58	View chart
State Street MF Closed and MF Open (SPTM)	1.2	$29M	-4%	371k	79.06	View chart
Capital Group MF Closed and MF Open (CGGR)	1.2	$29M	+13%	726k	40.19	View chart
State Street MF Closed and MF Open (SPSM)	1.1	$27M	-17%	568k	48.32	View chart
Amazon Common Stock (AMZN)	1.0	$23M	+2%	111k	208.27	View chart
Capital Group MF Closed and MF Open (CGUS)	1.0	$23M	+2%	599k	38.42	View chart
Jpmorgan Mortgae MF Closed and MF Open (JMTG)	1.0	$23M	+66%	449k	51.00	View chart
State Street MF Closed and MF Open (SPTI)	1.0	$23M	+54%	793k	28.66	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.9	$22M	+4%	68k	320.81	View chart
Microsoft Corp Common Stock (MSFT)	0.9	$22M	+5%	58k	370.17	View chart
John Hancock MF Closed and MF Open (JHMM)	0.9	$21M	-4%	305k	67.12	View chart
Capital Group MF Closed and MF Open (CGDV)	0.8	$19M	+5%	444k	42.54	View chart
Ishares Flexible MF Closed and MF Open (BINC)	0.8	$19M	+9%	362k	51.93	View chart
First Trust MF Closed and MF Open (FTGC)	0.7	$17M	+3%	606k	28.71	View chart
State Street MF Closed and MF Open (XLC)	0.7	$17M	+2%	156k	110.86	View chart
Wisdomtree Emerging MF Closed and MF Open (XSOE)	0.7	$17M	-17%	431k	40.10	View chart
State Street MF Closed and MF Open (BILS)	0.7	$17M	+12%	173k	99.44	View chart
Avantis U S MF Closed and MF Open (AVUV)	0.7	$17M	+26%	155k	110.47	View chart
State Street MF Closed and MF Open (XLV)	0.7	$17M	-3%	115k	146.61	View chart
State Street MF Closed and MF Open (XLF)	0.7	$17M	+3%	335k	49.37	View chart
State Street MF Closed and MF Open (BIL)	0.7	$16M	+3%	177k	91.64	View chart
Alphabet Common Stock (GOOG)	0.7	$16M	-5%	55k	286.86	View chart
State Street MF Closed and MF Open (XLY)	0.7	$16M	-6%	144k	108.98	View chart
Invesco Rafi MF Closed and MF Open (IUS)	0.7	$16M	-22%	269k	57.91	View chart
Jpmorgan Diversified MF Closed and MF Open (JPUS)	0.6	$15M	-23%	119k	130.21	View chart
Alphabet Common Stock (GOOGL)	0.6	$15M	+2%	52k	287.56	View chart
Ishares Core MF Closed and MF Open (IVV)	0.6	$14M		22k	653.20	View chart
T Rowe MF Closed and MF Open (TMSL)	0.6	$14M	-34%	378k	36.67	View chart
State Street MF Closed and MF Open (XLI)	0.6	$14M		85k	161.73	View chart
SPDR S&P MF Closed and MF Open (MDY)	0.6	$14M		22k	616.77	View chart
Capital Group MF Closed and MF Open (CGCV)	0.6	$14M	+2%	457k	29.81	View chart
Fidelity Covington MF Closed and MF Open (FESM)	0.5	$12M	NEW	327k	38.00	View chart
Spdr Gold Common Stock (GLD)	0.5	$12M	+923%	28k	430.29	View chart
Wisdomtree Floating MF Closed and MF Open (USFR)	0.5	$12M		239k	50.34	View chart
First Trust MF Closed and MF Open (BUFR)	0.5	$12M	+12%	344k	33.77	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.5	$12M	-7%	24k	479.20	View chart
Abbvie Common Stock (ABBV)	0.5	$11M		52k	217.49	View chart
Jpmorgan Chase Common Stock (JPM)	0.5	$11M		37k	294.16	View chart
Broadcom Common Stock (AVGO)	0.4	$11M		34k	309.51	View chart
Capital Group MF Closed and MF Open (CGGO)	0.4	$9.8M	-3%	295k	33.37	View chart
Caterpillar Common Stock (CAT)	0.4	$9.8M		14k	708.45	View chart
Meta Platforms Common Stock (META)	0.4	$9.7M	+10%	17k	572.13	View chart
State Street MF Closed and MF Open (SPEM)	0.4	$9.5M	-15%	203k	46.91	View chart
State Street MF Closed and MF Open (XLP)	0.4	$9.4M	-5%	114k	81.98	View chart
State Street MF Closed and MF Open (XLU)	0.4	$9.3M	+32%	202k	45.89	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.4	$9.2M		48k	191.92	View chart
Invesco Nasdaq MF Closed and MF Open (QQQM)	0.4	$8.8M	-5%	37k	237.62	View chart
Fidelity Total MF Closed and MF Open (FBND)	0.4	$8.7M	-7%	190k	45.62	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.3	$8.2M		117k	70.18	View chart
Invesco S&p MF Closed and MF Open (XMHQ)	0.3	$8.2M	-34%	79k	103.37	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.3	$8.0M		41k	196.20	View chart
Ishares Core MF Closed and MF Open (IJR)	0.3	$7.9M	-8%	64k	124.31	View chart
Walmart Common Stock (WMT)	0.3	$7.6M	-3%	61k	124.28	View chart
First Trust MF Closed and MF Open (FTSM)	0.3	$7.6M	+34%	127k	59.78	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.3	$7.5M		13k	597.53	View chart
State Street MF Closed and MF Open (SPBO)	0.3	$7.5M	+66%	259k	29.03	View chart
State Street MF Closed and MF Open (SPHY)	0.3	$7.4M		318k	23.32	View chart
Invesco S&p MF Closed and MF Open (XSHQ)	0.3	$7.2M	-40%	170k	42.16	View chart
Chevron Corp Common Stock (CVX)	0.3	$7.1M	-57%	34k	206.90	View chart
State Street MF Closed and MF Open (SPTS)	0.3	$7.1M	+2%	242k	29.18	View chart
Costco Wholesale Common Stock (COST)	0.3	$6.9M	-8%	7.0k	996.39	View chart
Ab Ultra MF Closed and MF Open (YEAR)	0.3	$6.9M	+395%	136k	50.48	View chart
First Trust MF Closed and MF Open (FMB)	0.3	$6.8M	-10%	134k	50.66	View chart
Pimco Short MF Closed and MF Open (SMMU)	0.3	$6.6M		131k	50.45	View chart
State Streer MF Closed and MF Open (XAR)	0.3	$6.5M	+48%	26k	253.98	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.3	$6.5M	-3%	26k	248.00	View chart
Palantir Technologies Common Stock (PLTR)	0.3	$6.5M	+10%	44k	146.28	View chart
Jpmorgan Active MF Closed and MF Open (JBND)	0.3	$6.4M	+3%	120k	53.77	View chart
Johnson & Johnson Common Stock (JNJ)	0.3	$6.4M		26k	244.44	View chart
Ishares Core MF Closed and MF Open (IJH)	0.3	$6.3M	-7%	93k	67.53	View chart
Amplify Cwp MF Closed and MF Open (DIVO)	0.3	$6.1M	+8%	137k	44.85	View chart
Ishares U S MF Closed and MF Open (DYNF)	0.3	$6.0M	+5%	103k	58.18	View chart
State Street MF Closed and MF Open (XLE)	0.3	$6.0M	+3%	98k	61.26	View chart
Tesla Common Stock (TSLA)	0.2	$5.9M	-3%	16k	371.76	View chart
Invesco S&p MF Closed and MF Open (SPMO)	0.2	$5.9M	+11%	52k	112.11	View chart
Ishares 10-20yr MF Closed and MF Open (TLH)	0.2	$5.8M	+37%	58k	100.72	View chart
Exxon Mobil Common Stock (XOM)	0.2	$5.6M	-24%	33k	169.66	View chart
Franklin Dynamic MF Closed and MF Open (FLMI)	0.2	$5.6M	+7%	225k	24.79	View chart
Pacer Us MF Closed and MF Open (COWZ)	0.2	$5.4M	+4%	86k	62.56	View chart
State Street MF Closed and MF Open (SPMD)	0.2	$5.3M		89k	59.22	View chart
Ab Disruptors MF Closed and MF Open (FWD)	0.2	$5.2M	NEW	48k	108.56	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.2	$5.2M	+3%	12k	436.80	View chart
Jpmorgan MF Closed and MF Open (JMUB)	0.2	$5.1M	+48%	102k	49.99	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.2	$5.0M	+6%	23k	215.06	View chart
Janus Henderson MF Closed and MF Open (JAAA)	0.2	$5.0M		100k	50.37	View chart
Jpmorgan Us MF Closed and MF Open (JQUA)	0.2	$5.0M		81k	61.32	View chart
First Trust MF Closed and MF Open (RDVI)	0.2	$5.0M	+8%	195k	25.55	View chart
Eli Lilly Common Stock (LLY)	0.2	$5.0M		5.4k	919.74	View chart
Mcdonalds Corp Common Stock (MCD)	0.2	$5.0M	+4%	16k	310.80	View chart
Ishares Msci MF Closed and MF Open (ACWI)	0.2	$4.9M		35k	138.37	View chart
Netflix Common Stock (NFLX)	0.2	$4.8M	-2%	50k	96.15	View chart
Ishares 7-10yr MF Closed and MF Open (IEF)	0.2	$4.8M		51k	95.44	View chart
United Parcel Common Stock (UPS)	0.2	$4.8M	+31%	49k	98.38	View chart
First Trust MF Closed and MF Open (FIW)	0.2	$4.8M		47k	103.13	View chart
Home Depot Common Stock (HD)	0.2	$4.6M		14k	328.88	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.2	$4.6M		6.6k	697.73	View chart
First Trust MF Closed and MF Open (BUFD)	0.2	$4.5M	+108%	160k	28.00	View chart
Crowdstrike Holdings Common Stock (CRWD)	0.2	$4.4M	+5%	11k	390.41	View chart
Unitedhealth Group Common Stock (UNH)	0.2	$4.4M	+2%	16k	270.60	View chart
Honeywell Intl Common Stock	0.2	$4.4M	-2%	19k	226.03	View chart
Neuberger Short MF Closed and MF Open (NBSD)	0.2	$4.4M	+8%	86k	50.71	View chart
First Trust MF Closed and MF Open (RDVY)	0.2	$4.4M		64k	68.28	View chart
Invesco Bulletshares MF Closed and MF Open (BSCS)	0.2	$4.3M	-25%	213k	20.42	View chart
Dimensional Us MF Closed and MF Open (DFAC)	0.2	$4.3M		112k	38.86	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.2	$4.3M		10k	426.40	View chart
Invesco Bulletshares MF Closed and MF Open (BSCU)	0.2	$4.3M	-29%	258k	16.72	View chart
Ishares Select MF Closed and MF Open (DVY)	0.2	$4.3M	-2%	29k	151.41	View chart
Abbott Laboratories Common Stock (ABT)	0.2	$4.2M		41k	102.67	View chart
Rtx Corp Common Stock (RTX)	0.2	$4.1M		21k	192.90	View chart
State Street MF Closed and MF Open (SDY)	0.2	$3.9M	+10%	27k	145.94	View chart
Ishares Core MF Closed and MF Open (AOR)	0.2	$3.9M	-14%	61k	64.35	View chart
Procter & Gamble Common Stock (PG)	0.2	$3.9M	+12%	27k	144.44	View chart
State Street MF Closed and MF Open (TOTL)	0.2	$3.7M	+19%	94k	39.73	View chart
Proshares Large MF Closed and MF Open (CSM)	0.2	$3.7M		49k	74.82	View chart
Capital Group MF Closed and MF Open (CGBL)	0.1	$3.6M	+111%	104k	34.41	View chart
Fundstrat Granny MF Closed and MF Open (GRNY)	0.1	$3.6M	+134%	149k	23.87	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.1	$3.5M		18k	191.81	View chart
Hcm Defender MF Closed and MF Open (LGH)	0.1	$3.4M	-21%	60k	56.96	View chart
Mastercard Common Stock (MA)	0.1	$3.4M		6.9k	499.68	View chart
Ishares Gold Common Stock (IAU)	0.1	$3.4M		39k	88.16	View chart
Visa Common Stock (V)	0.1	$3.4M		11k	302.23	View chart
Sherwin Williams Common Stock (SHW)	0.1	$3.4M		11k	320.56	View chart
First Trust MF Closed and MF Open (TDIV)	0.1	$3.4M	+103%	36k	93.66	View chart
Vanguard Mega MF Closed and MF Open (MGK)	0.1	$3.4M		9.1k	367.44	View chart
Bank America Common Stock (BAC)	0.1	$3.3M		68k	48.75	View chart
Walt Disney Common Stock (DIS)	0.1	$3.3M	-4%	34k	96.38	View chart
Capital Group MF Closed and MF Open (CGCB)	0.1	$3.3M	+174%	125k	26.26	View chart
Vanguard Small MF Closed and MF Open (VB)	0.1	$3.3M	+3%	12k	261.93	View chart
Nomura Focused MF Closed and MF Open (EMEQ)	0.1	$3.2M	NEW	72k	45.10	View chart
Proshares S&p MF Closed and MF Open (NOBL)	0.1	$3.2M		30k	106.01	View chart
Palo Alto Common Stock (PANW)	0.1	$3.2M	-2%	20k	160.32	View chart
First Trust MF Closed and MF Open (FVD)	0.1	$3.2M	-2%	67k	47.03	View chart
Waste Management Common Stock (WM)	0.1	$3.1M	+21%	14k	229.80	View chart
Advanced Micro Common Stock (AMD)	0.1	$3.1M	+2%	16k	203.43	View chart
Ishares Core MF Closed and MF Open (IAGG)	0.1	$3.1M	+9%	63k	50.04	View chart
Vanguard Mega MF Closed and MF Open (MGV)	0.1	$3.0M		21k	144.95	View chart
Ishares Core MF Closed and MF Open (IUSV)	0.1	$3.0M	-3%	30k	102.25	View chart
Micron Technology Common Stock (MU)	0.1	$3.0M		9.0k	337.83	View chart
Capital Group MF Closed and MF Open (CGDG)	0.1	$3.0M	+189%	83k	35.90	View chart
First Trust MF Closed and MF Open (FTCS)	0.1	$3.0M	-6%	32k	92.76	View chart
First Trust MF Closed and MF Open (GRID)	0.1	$2.9M	+7%	18k	163.58	View chart
State Street MF Closed and MF Open (SPAB)	0.1	$2.9M	+14%	114k	25.62	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.1	$2.9M	+25%	95k	30.68	View chart
Fortinet Common Stock (FTNT)	0.1	$2.9M		35k	81.72	View chart
First Trust MF Closed and MF Open (BUFQ)	0.1	$2.8M	+14%	81k	35.32	View chart
Cisco Systems Common Stock (CSCO)	0.1	$2.8M	-10%	37k	77.59	View chart
Invesco Building MF Closed and MF Open (PKB)	0.1	$2.8M	-4%	29k	97.57	View chart
Invesco S&p MF Closed and MF Open (XLG)	0.1	$2.8M	-30%	51k	54.55	View chart
Ishares Core MF Closed and MF Open (IUSB)	0.1	$2.8M	+5%	60k	46.19	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.1	$2.8M	-4%	51k	54.05	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.1	$2.8M	-3%	12k	239.99	View chart
Davis Select MF Closed and MF Open (DUSA)	0.1	$2.7M	+15%	54k	50.74	View chart
Vanguard Municipal MF Closed and MF Open (VTEB)	0.1	$2.7M		54k	49.89	View chart
Xtrackers Msci MF Closed and MF Open (DBEF)	0.1	$2.7M	+3%	54k	49.40	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.1	$2.6M	+2%	17k	155.11	View chart
Qnity Electronics Common Stock (Q)	0.1	$2.6M	-2%	23k	115.38	View chart
State Street MF Closed and MF Open (SPTL)	0.1	$2.6M		99k	26.30	View chart
State Street MF Closed and MF Open (XLB)	0.1	$2.5M	+2%	51k	49.97	View chart
Invesco S&p MF Closed and MF Open (SPHQ)	0.1	$2.5M	+2%	33k	75.19	View chart
Salesforce Common Stock (CRM)	0.1	$2.5M	+3%	13k	186.67	View chart
Philip Morris Common Stock (PM)	0.1	$2.5M	+2%	15k	165.34	View chart
Vanguard High MF Closed and MF Open (VYM)	0.1	$2.5M	+33%	17k	148.10	View chart
Ishares 0-3 MF Closed and MF Open (SGOV)	0.1	$2.5M	+14%	24k	100.66	View chart
Lululemon Athletica Common Stock (LULU)	0.1	$2.4M	+38%	16k	153.10	View chart
Merck & Company Common Stock (MRK)	0.1	$2.4M	-5%	20k	120.29	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.1	$2.4M	-4%	27k	90.53	View chart
First Trust MF Closed and MF Open (FDN)	0.1	$2.4M	-41%	10k	234.03	View chart
Alibaba Group Common Stock (BABA)	0.1	$2.4M		19k	125.46	View chart
Intl Business Common Stock (IBM)	0.1	$2.3M		9.4k	242.38	View chart
Ishares Msci MF Closed and MF Open (EFA)	0.1	$2.2M	-8%	23k	97.13	View chart
Ishares Russell MF Closed and MF Open (IWB)	0.1	$2.2M		6.2k	356.54	View chart
T Rowe MF Closed and MF Open (TTEQ)	0.1	$2.2M	NEW	72k	30.26	View chart
Capital One Common Stock (COF)	0.1	$2.2M	+25%	12k	182.44	View chart
Lowes Companies Common Stock (LOW)	0.1	$2.1M		9.0k	236.28	View chart
State Street MF Closed and MF Open (XLRE)	0.1	$2.1M	+2%	52k	40.83	View chart
Wells Fargo Common Stock (WFC)	0.1	$2.1M	-3%	26k	79.61	View chart
Vanguard Mid MF Closed and MF Open (VO)	0.1	$2.0M	+3%	7.1k	287.17	View chart
Pimco Intermediate MF Closed and MF Open (MUNI)	0.1	$2.0M	-5%	39k	52.19	View chart
Coca Cola Company Common Stock (KO)	0.1	$2.0M	+2%	27k	76.05	View chart
Dupont De Common Stock	0.1	$2.0M		44k	45.80	View chart
State Street MF Closed and MF Open (SPIB)	0.1	$2.0M	+8%	61k	33.54	View chart
Gamco Global MF Closed and MF Open (GGN)	0.1	$2.0M		379k	5.32	View chart
Hcm Defender MF Closed and MF Open (QQH)	0.1	$2.0M	-30%	29k	69.83	View chart
Pimco Ehnanced MF Closed and MF Open (MINT)	0.1	$2.0M	-2%	20k	100.57	View chart
Constellation Energy Common Stock (CEG)	0.1	$2.0M	+3%	7.2k	279.26	View chart
Taiwan Semiconductor Common Stock (TSM)	0.1	$2.0M		5.9k	337.98	View chart
Ishares 3-7yr MF Closed and MF Open (IEI)	0.1	$2.0M	+127%	17k	118.60	View chart
Vanguard Short MF Closed and MF Open (VTIP)	0.1	$2.0M		40k	49.95	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.1	$2.0M	-2%	31k	64.08	View chart
Goldman Sachs Common Stock (GS)	0.1	$1.9M		2.2k	845.84	View chart
Ge Aerospace Common Stock (GE)	0.1	$1.9M		6.5k	283.78	View chart
Graniteshares Gold MF Closed and MF Open (BAR)	0.1	$1.8M	+281%	40k	46.13	View chart
Ishares S&p MF Closed and MF Open (OEF)	0.1	$1.8M	-83%	5.7k	318.05	View chart
Ishares Ultra MF Closed and MF Open (ICSH)	0.1	$1.8M		36k	50.62	View chart
Ishares Silver Common Stock (SLV)	0.1	$1.8M	-15%	26k	68.14	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.1	$1.8M	-7%	19k	92.74	View chart
Uber Technologies Common Stock (UBER)	0.1	$1.8M	-9%	25k	71.93	View chart
Capital Group MF Closed and MF Open (CGGE)	0.1	$1.8M	+106%	58k	30.50	View chart
Oracle Corp Common Stock (ORCL)	0.1	$1.7M	+3%	12k	147.12	View chart
Qualcomm Common Stock (QCOM)	0.1	$1.7M	-2%	13k	128.78	View chart
Nucor Corp Common Stock (NUE)	0.1	$1.7M	+204%	9.9k	169.10	View chart
Ishares Esg MF Closed and MF Open (DSI)	0.1	$1.6M		14k	121.19	View chart
Pfizer Common Stock (PFE)	0.1	$1.6M		58k	28.08	View chart
Newmont Corp Common Stock (NEM)	0.1	$1.6M	-14%	15k	108.25	View chart
Boeing Company Common Stock (BA)	0.1	$1.6M	+7%	8.1k	199.03	View chart
First Trust MF Closed and MF Open (AIRR)	0.1	$1.6M	+22%	15k	110.78	View chart
Invesco S&p MF Closed and MF Open (SPGP)	0.1	$1.6M	-14%	15k	107.62	View chart
Vaneck Semiconductor MF Closed and MF Open (SMH)	0.1	$1.6M	+4%	4.1k	383.39	View chart
Ishares Core MF Closed and MF Open (AGG)	0.1	$1.6M	+15%	16k	99.27	View chart
At&t Common Stock (T)	0.1	$1.6M	-15%	55k	28.99	View chart
Bluerock Private MF Closed and MF Open (BPRE)	0.1	$1.6M	+95%	95k	16.61	View chart
State Street MF Closed and MF Open (CWB)	0.1	$1.6M		17k	91.52	View chart
Ge Vernova Common Stock (GEV)	0.1	$1.6M		1.8k	873.12	View chart
American Express Common Stock (AXP)	0.1	$1.6M		5.2k	302.48	View chart
Verizon Communications Common Stock (VZ)	0.1	$1.6M	-9%	31k	50.20	View chart
Capital Group MF Closed and MF Open (CGIE)	0.1	$1.5M	+35%	45k	33.82	View chart
Janus Henderson MF Closed and MF Open (JMBS)	0.1	$1.5M	+3%	34k	45.18	View chart
Ishares U S MF Closed and MF Open (GOVT)	0.1	$1.5M	-4%	66k	22.91	View chart
Invesco S&p MF Closed and MF Open (RWL)	0.1	$1.5M		13k	114.91	View chart
Defiance Quantum MF Closed and MF Open (QTUM)	0.1	$1.5M	+12%	14k	107.30	View chart
Berkshire Hathaway Common Stock (BRK.A)	0.1	$1.4M		2.00	718140.00	View chart
Deere & Co Common Stock (DE)	0.1	$1.4M	-28%	2.5k	563.27	View chart
Altria Group Common Stock (MO)	0.1	$1.4M	-10%	21k	65.99	View chart
Freeport Mcmoran Common Stock (FCX)	0.1	$1.4M		24k	58.78	View chart
Goldman Sachs MF Closed and MF Open (GSLC)	0.1	$1.4M		11k	125.13	View chart
Bny Mellon MF Closed and MF Open (BKGI)	0.1	$1.3M	+30%	30k	44.54	View chart
Vanguard Total MF Closed and MF Open (VXUS)	0.1	$1.3M	-3%	17k	77.11	View chart
Schwab Short MF Closed and MF Open (SCHO)	0.1	$1.3M	+7%	55k	24.27	View chart
F/m U S MF Closed and MF Open (TBIL)	0.1	$1.3M	-16%	27k	49.86	View chart
T Rowe MF Closed and MF Open (TCAF)	0.1	$1.3M	-57%	37k	35.59	View chart
Vanguard Total MF Closed and MF Open (VT)	0.1	$1.3M	+4%	9.5k	138.31	View chart
Motorola Solutions Common Stock (MSI)	0.1	$1.3M		3.0k	434.00	View chart
Pepsico Common Stock (PEP)	0.1	$1.3M	-2%	8.4k	155.30	View chart
Vaneck Morningstar MF Closed and MF Open (MOAT)	0.1	$1.3M		13k	96.70	View chart
Nuveen Municipal MF Closed and MF Open (NMZ)	0.1	$1.3M	+6%	125k	10.38	View chart
L3harris Technologies Common Stock (LHX)	0.1	$1.3M		3.7k	345.12	View chart
Lam Research Common Stock (LRCX)	0.1	$1.3M	-7%	6.0k	213.67	View chart

Past Filings by HighPoint Advisor Group

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

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
HighPoint Advisor Group 2020 Q4 filed Feb. 10, 2021

View all past filings

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