High Point Wealth Management

High Point Wealth Management as of Dec. 31, 2025

Portfolio Holdings for High Point Wealth Management

High Point Wealth Management holds 247 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Dj Us Technology Etf (IYW) 9.9 $11M 53k 199.68
Fidelity Msci Information Technology Index Etf Etf (FTEC) 5.5 $5.8M 26k 224.67
Fidelity High Dividend Etf Etf (FDVV) 5.4 $5.8M 102k 56.69
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 3.8 $4.0M 56k 71.45
State Street Spdr S&p Software & Services Etf Etf (XSW) 3.6 $3.9M 21k 187.14
Public Svc Enterprise Grp Stock (PEG) 3.2 $3.4M 43k 80.30
Southern Stock (SO) 2.9 $3.1M 36k 87.20
Ishares Tr High Divid Equity Etf (HDV) 2.9 $3.0M 25k 121.61
Ishares S&p 500 Index Etf (IVV) 2.3 $2.5M 3.6k 684.88
First Trust Cloud Computing Etf Etf (SKYY) 2.1 $2.3M 18k 130.08
Consolidated Edison Stock (ED) 2.1 $2.2M 22k 99.32
Ishares S&p 500 Value Etf Etf (IVE) 2.0 $2.1M 9.8k 212.07
Ishares U.s. Medical Devices Etf Etf (IHI) 1.8 $2.0M 31k 62.15
Fidelity Blue Chip Growth Etf Etf (FBCG) 1.6 $1.8M 32k 54.84
Health Care Reit Reit (WELL) 1.6 $1.7M 9.4k 185.62
Fidelity Msci Utilities Index Etf Etf (FUTY) 1.5 $1.6M 28k 55.22
Fidelity Cloud Computing Etf Etf (FCLD) 1.5 $1.5M 52k 29.72
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 1.4 $1.5M 9.1k 167.94
Ishares Semiconductor Etf Etf (SOXX) 1.4 $1.5M 4.9k 301.16
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 1.3 $1.4M 13k 104.07
Philip Morris Intl Stock (PM) 1.3 $1.3M 8.3k 160.40
Energy Select Sector Spdr Etf (XLE) 1.2 $1.3M 29k 44.71
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP) 1.1 $1.2M 6.0k 191.57
Nuveen Nasdaq 100 Dynamic Over Cef (QQQX) 1.1 $1.1M 40k 28.52
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.0 $1.1M 3.5k 313.80
Google Stock (GOOGL) 1.0 $1.1M 3.4k 313.01
Bank America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL) 1.0 $1.1M 860.00 1252.00
Amazon.com Stock (AMZN) 1.0 $1.1M 4.6k 230.82
Wells Fargo & Co Perp Pfd Cnv A Convertible Preferred (WFC.PL) 0.9 $933k 770.00 1212.00
Robinhood Mkts Inc Com Cl A Stock (HOOD) 0.9 $922k 8.2k 113.10
Vanguard Information Technology Etf (VGT) 0.9 $917k 1.2k 753.56
Ishares Tr Dow Jones U S Healthcare Etf (IYH) 0.8 $896k 14k 65.10
Fidelity Msci Health Care Index Etf Etf (FHLC) 0.8 $873k 12k 74.28
Microsoft Stock (MSFT) 0.8 $846k 1.8k 483.56
Consumer Staples Select Sector Spdr Etf (XLP) 0.7 $769k 9.9k 77.68
Visa Stock (V) 0.7 $755k 2.2k 350.65
State Street Financial Select Sector Spdr Etf Etf (XLF) 0.6 $647k 12k 54.77
Snowflake Stock (SNOW) 0.6 $647k 3.0k 219.36
Duke Energy Corp Stock (DUK) 0.6 $626k 5.3k 117.22
State Street Utilities Select Sector Spdr Etf Etf (XLU) 0.6 $624k 15k 42.69
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.6 $621k 5.9k 105.68
Defiance Quantum Etf Etf (QTUM) 0.5 $575k 5.2k 109.66
Nuveen S&p 500 Buy-write Incom Cef (BXMX) 0.5 $574k 39k 14.70
Jpmorgan Chase & Co Stock (JPM) 0.5 $573k 1.8k 322.16
State Str Spdr S&p 500 Etf Tr Tr Unit Etf (SPY) 0.5 $568k 832.00 682.29
American Elec Pwr Stock (AEP) 0.5 $566k 4.9k 115.32
Entergy Corp Stock (ETR) 0.5 $565k 6.1k 92.43
Apple Stock (AAPL) 0.5 $528k 1.9k 271.85
Avago Technologies Stock (AVGO) 0.5 $522k 1.5k 345.99
Johnson & Johnson Stock (JNJ) 0.5 $514k 2.5k 206.97
Ameren Corp Stock (AEE) 0.5 $495k 5.0k 99.86
Vanguard Growth Etf Etf (VUG) 0.5 $490k 1.0k 487.96
Global X U.s. Infrastructure Development Etf Etf (PAVE) 0.5 $490k 10k 47.79
Constellation Energy Corp Stock (CEG) 0.5 $486k 1.4k 353.31
Coinbase Global Inc Com Cl A Stock (COIN) 0.4 $465k 2.1k 226.14
Nuveen S&p 500 Dynamic Overwri Cef (SPXX) 0.4 $452k 25k 18.04
Goldman Sachs Group Stock (GS) 0.4 $446k 508.00 878.76
Abbvie Stock (ABBV) 0.4 $444k 1.9k 228.49
Vanguard Value Etf Etf (VTV) 0.4 $440k 2.3k 190.99
Uber Technologies Stock (UBER) 0.4 $433k 5.3k 81.71
Meta Platforms Inc Cl A Stock (META) 0.4 $407k 617.00 660.07
Gilead Sciences Stock (GILD) 0.4 $389k 3.2k 122.75
Vanguard S&p 500 Etf Etf (VOO) 0.4 $387k 616.00 627.37
Ishares Russell 1000 Growth Etf Etf (IWF) 0.4 $385k 812.00 473.53
Vanguard Total Stk Mkt Etf (VTI) 0.3 $359k 1.1k 335.23
Palantir Technologies Inc Cl A Stock (PLTR) 0.3 $354k 2.0k 177.75
Firstenergy Corp Stock (FE) 0.3 $354k 7.9k 44.77
Ishares Gold Trust Etf Etf (IAU) 0.3 $353k 4.3k 81.17
Global X Data Center And Digital Infrastructure Etf Etf (DTCR) 0.3 $353k 17k 21.10
Ishares S&p North Amer Technology Etf (IGM) 0.3 $352k 2.7k 129.15
Altria Group Stock (MO) 0.3 $343k 5.9k 57.66
Vaneck Semiconductor Etf Etf (SMH) 0.3 $335k 931.00 360.31
State Street Spdr S&p Semiconductor Etf Etf (XSD) 0.3 $334k 1.0k 321.66
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT) 0.3 $326k 7.2k 45.51
United Bankshares Inc W. Va Stock (UBSI) 0.3 $316k 8.2k 38.40
Coca Cola Stock (KO) 0.3 $303k 4.3k 69.90
Ishares S&p U.s. Preferred Stock Etf Etf (PFF) 0.3 $296k 9.6k 30.96
Fidelity Metaverse Etf Etf (FMET) 0.3 $288k 8.0k 36.07
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $271k 540.00 502.65
Oracle Corporation Stock (ORCL) 0.2 $243k 1.2k 194.93
Exxon Mobil Corp Stock (XOM) 0.2 $242k 2.0k 120.32
Fidelity U.s. Multifactor Etf Etf (FLRG) 0.2 $235k 6.2k 37.95
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.2 $220k 2.0k 110.19
Ishares Tips Bond Etf Etf (TIP) 0.2 $220k 2.0k 109.91
Ishares Dow Jones Us Consumer Goods Etf (IYK) 0.2 $220k 3.3k 66.92
Fidelity Fundamental Large Cap Growth Etf Etf (FFLG) 0.2 $210k 7.0k 29.94
Vanguard Financials Etf Etf (VFH) 0.2 $209k 1.6k 133.49
Ishares Tr Lrge Core Indx Etf Etf (ILCB) 0.2 $189k 2.0k 94.38
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY) 0.2 $186k 1.6k 119.44
Merck & Co Stock (MRK) 0.2 $186k 1.8k 105.26
Exelon Corp Stock (EXC) 0.2 $186k 4.3k 43.59
Us Bancorp Del Stock (USB) 0.2 $183k 3.4k 53.36
Realty Income Corp Reit (O) 0.2 $179k 3.2k 56.37
Morgan Stanley Stock (MS) 0.2 $174k 981.00 177.53
Pinnacle West Cap Corp Stock (PNW) 0.2 $168k 1.9k 88.72
State Street Communication Services Select Sector Spdr Etf Etf (XLC) 0.2 $168k 1.4k 117.72
Tjx Cos Stock (TJX) 0.1 $149k 968.00 153.62
Procter & Gamble Stock (PG) 0.1 $140k 980.00 143.26
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $139k 659.00 210.30
Mastercard Stock (MA) 0.1 $135k 237.00 571.16
State Street Health Care Select Sector Spdr Etf Etf (XLV) 0.1 $132k 853.00 154.86
Netflix Stock (NFLX) 0.1 $125k 1.3k 93.76
Capital One Financial Corp Stock (COF) 0.1 $121k 499.00 242.36
Invesco S&p 500 Top 50 Etf Etf (XLG) 0.1 $121k 2.0k 59.27
Fidelity Small-mid Multifactor Etf Etf (FSMD) 0.1 $119k 2.7k 44.13
Coreweave Inc Com Cl A Stock (CRWV) 0.1 $112k 1.6k 71.61
Equinix Reit (EQIX) 0.1 $112k 146.00 764.33
Spdr Gold Shares Etf (GLD) 0.1 $109k 276.00 396.31
Nvidia Corporation Stock (NVDA) 0.1 $109k 586.00 186.55
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $108k 873.00 123.33
Invesco Building & Construction Etf Etf (PKB) 0.1 $107k 1.2k 92.59
Salesforce Stock (CRM) 0.1 $103k 388.00 264.81
Block H & R Stock (HRB) 0.1 $100k 2.3k 43.58
Pepsico Stock (PEP) 0.1 $94k 658.00 143.43
Vanguard Health Care Etf Etf (VHT) 0.1 $89k 309.00 288.23
Costco Wholesale Corp Stock (COST) 0.1 $89k 103.00 864.29
Fidelity Momentum Factor Etf Etf (FDMO) 0.1 $86k 1.0k 83.97
Mcdonalds Corp Stock (MCD) 0.1 $85k 277.00 305.63
Circle Internet Group Inc Com Cl A Stock (CRCL) 0.1 $83k 1.0k 79.30
Abrdn Physical Gold Shares Etf Etf (SGOL) 0.1 $82k 2.0k 41.08
Intuitive Surgical Stock (ISRG) 0.1 $82k 144.00 566.36
Old Dominion Freight Lns With Stock Split Shares Stock (ODFL) 0.1 $81k 515.00 156.81
State Street Industrial Select Sector Spdr Etf Etf (XLI) 0.1 $78k 504.00 155.12
Ford Mtr Stock (F) 0.1 $75k 5.7k 13.12
Oneok Stock (OKE) 0.1 $74k 1.0k 73.50
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.1 $66k 1.0k 66.00
National Grid Transco Adr (NGG) 0.1 $61k 791.00 77.39
Ishares Core Dividend Growth Etf Etf (DGRO) 0.1 $61k 872.00 69.39
Ameriprise Finl Stock (AMP) 0.1 $60k 122.00 489.27
Eli Lilly & Co Stock (LLY) 0.1 $59k 55.00 1074.67
Waste Connections Stock (WCN) 0.1 $59k 335.00 175.44
Starbucks Corp Stock (SBUX) 0.1 $58k 688.00 84.26
Invesco Kbw Bank Etf Etf (KBWB) 0.1 $57k 681.00 84.29
Bank America Corp Stock (BAC) 0.1 $56k 1.0k 54.98
Cisco Sys Stock (CSCO) 0.1 $55k 712.00 76.98
Qualcomm Stock (QCOM) 0.1 $55k 319.00 171.24
American Express Stock (AXP) 0.1 $54k 145.00 369.21
Chevron Corp Stock (CVX) 0.0 $53k 347.00 152.38
Te Connectivity Stock (TEL) 0.0 $53k 232.00 227.46
Fidelity Msci Consumer Staples Index Etf Etf (FSTA) 0.0 $52k 1.1k 49.21
Unitedhealth Group Stock (UNH) 0.0 $51k 153.00 330.46
Vaneck Preferred Securities Ex Financials Etf Etf (PFXF) 0.0 $50k 2.8k 17.66
Ishares Tr Dow Jones U S Finl Svcs Etf (IYG) 0.0 $50k 541.00 92.29
Invesco Rafi Us 1000 Etf Etf (PRF) 0.0 $50k 1.1k 46.94
Thermo Fisher Scientific Stock (TMO) 0.0 $49k 84.00 582.18
Ishares Dj Us Health Care Providers Etf (IHF) 0.0 $48k 1.0k 47.94
Hershey Stock (HSY) 0.0 $47k 259.00 182.17
Travelers Companies Stock (TRV) 0.0 $47k 162.00 289.23
Hinge Health Inc Cl A Stock (HNGE) 0.0 $47k 1.0k 46.45
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $45k 169.00 268.35
Autodesk Stock (ADSK) 0.0 $44k 150.00 296.01
Intuit Stock (INTU) 0.0 $43k 65.00 662.42
American Tower Corp Reit (AMT) 0.0 $43k 244.00 175.49
Tesla Stock (TSLA) 0.0 $43k 95.00 450.29
Fastenal Stock (FAST) 0.0 $42k 1.1k 40.13
Conocophillips Stock (COP) 0.0 $42k 449.00 93.70
Deere & Co Stock (DE) 0.0 $41k 88.00 464.58
Fidelity Disruptive Technology Etf Etf (FDTX) 0.0 $41k 1.0k 40.74
Invesco Aerospace & Defense Etf Etf (PPA) 0.0 $41k 259.00 156.63
Honeywell Intl Stock (HON) 0.0 $40k 205.00 195.03
Kimberly-clark Corp Stock (KMB) 0.0 $39k 389.00 100.89
Ishares Msci Eafe Small Cap Etf Etf (SCZ) 0.0 $39k 500.00 77.53
Sba Communications Cp Reit (SBAC) 0.0 $39k 200.00 193.43
Ishares Iboxx High Yield Corporate Bond Etf Etf (HYG) 0.0 $39k 477.00 80.62
Align Technology Stock (ALGN) 0.0 $38k 244.00 156.15
Pulte Group Stock (PHM) 0.0 $38k 320.00 117.37
Colgate Palmolive Stock (CL) 0.0 $37k 467.00 78.94
Unilever Adr 0.0 $35k 534.00 65.40
Automatic Data Processing Stock (ADP) 0.0 $34k 133.00 257.34
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $34k 56.00 605.86
First Cash Financial Stock (FCFS) 0.0 $33k 207.00 159.61
Lennar Corp Cl A Stock (LEN) 0.0 $31k 305.00 102.87
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $30k 551.00 53.85
State Street Real Estate Select Sector Spdr Etf Etf (XLRE) 0.0 $29k 708.00 40.35
Ishares U.s. Infrastructure Etf Etf (IFRA) 0.0 $28k 534.00 52.62
Pinnacle Finl Partners Stock 0.0 $27k 284.00 95.56
Canadian National Railway Stock (CNI) 0.0 $27k 269.00 98.77
First Tr Exchange Traded Fd Amex Biotechnology Index Etf (FBT) 0.0 $27k 128.00 206.70
Prologis Reit (PLD) 0.0 $26k 205.00 127.84
Union Pac Corp Stock (UNP) 0.0 $26k 113.00 231.41
Ebay Stock (EBAY) 0.0 $26k 300.00 87.10
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB) 0.0 $26k 286.00 89.20
Ishares U.s. Home Construction Etf Etf (ITB) 0.0 $25k 260.00 96.30
Texas Instrs Stock (TXN) 0.0 $25k 143.00 173.38
Fidelity Msci Financials Index Etf Etf (FNCL) 0.0 $24k 304.00 77.62
Ishares Nasdaq Biotechnology Etf (IBB) 0.0 $24k 139.00 168.77
Vaneck Video Gaming And Esports Etf Etf (ESPO) 0.0 $22k 214.00 103.66
Comcast Corp New Cl A Stock (CMCSA) 0.0 $22k 740.00 29.89
Phillips 66 Stock (PSX) 0.0 $22k 171.00 129.06
Ishares Russell 3000 Etf Etf (IWV) 0.0 $22k 57.00 385.18
U Haul Holding Company Stock (UHAL) 0.0 $22k 430.00 50.41
Schwab U.s. Large-cap Etf Etf (SCHX) 0.0 $21k 784.00 26.91
Prudential Finl Stock (PRU) 0.0 $20k 175.00 112.88
Marriott Intl Inc New Cl A Stock (MAR) 0.0 $19k 61.00 307.74
Fidelity Nasdaq Composite Index Etf Etf (ONEQ) 0.0 $19k 204.00 91.30
Paypal Hldgs Stock (PYPL) 0.0 $18k 300.00 58.38
Becton Dickinson & Co Stock (BDX) 0.0 $18k 90.00 194.19
Novartis Adr (NVS) 0.0 $17k 123.00 137.60
Fidelity Fundamental Large Cap Core Etf Etf (FFLC) 0.0 $16k 306.00 53.44
Adobe Sys Stock (ADBE) 0.0 $16k 45.00 350.00
Invesco Qqq Trust Series I Etf (QQQ) 0.0 $16k 25.00 620.72
Pnc Finl Svcs Group Stock (PNC) 0.0 $15k 70.00 208.73
Sl Green Rlty Corp Reit (SLG) 0.0 $14k 311.00 45.91
Materials Select Sector Spdr Etf (XLB) 0.0 $13k 296.00 45.35
Ishares Dj Us Pharma Index F Etf (IHE) 0.0 $13k 152.00 85.07
Micron Technology Stock (MU) 0.0 $13k 45.00 286.31
Ishares Silver Trust Etf (SLV) 0.0 $13k 196.00 64.42
Global Pmts Stock (GPN) 0.0 $12k 158.00 77.31
Douglas Emmett Reit (DEI) 0.0 $11k 1.0k 10.99
State Street Spdr S&p Kensho Future Security Etf Etf (FITE) 0.0 $10k 122.00 85.48
Humana Stock (HUM) 0.0 $10k 40.00 257.90
Pennymac Mtg Invt Tr Reit (PMT) 0.0 $10k 800.00 12.55
Village Super Mkt Inc Cl A Stock (VLGEA) 0.0 $9.4k 264.00 35.45
Zoetis Inc Com Cl A Stock (ZTS) 0.0 $8.9k 70.00 126.51
Markel Group Stock (MKL) 0.0 $8.6k 4.00 2149.75
Annaly Capital Management Reit (NLY) 0.0 $8.4k 375.00 22.36
Lear Corp Stock (LEA) 0.0 $8.3k 72.00 115.26
Ishares Dow Jones Us Utilities Etf (IDU) 0.0 $7.9k 73.00 108.18
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.0 $7.0k 16.00 439.94
Diageo Adr (DEO) 0.0 $6.9k 80.00 86.28
Bristol-myers Squibb Stock (BMY) 0.0 $6.9k 127.00 54.07
Ellington Financial Reit (EFC) 0.0 $6.8k 500.00 13.59
Amplify Blockchain Technology Etf Etf (BLOK) 0.0 $6.8k 119.00 56.73
Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.0 $6.2k 81.00 76.23
Agnc Invt Corp Reit (AGNC) 0.0 $5.4k 500.00 10.72
Fidelity Enhanced Large Cap Core Etf Etf (FELC) 0.0 $4.6k 121.00 38.27
Teva Pharmaceutical Inds Adr (TEVA) 0.0 $4.2k 135.00 31.21
Alnylam Pharmaceuticals Stock (ALNY) 0.0 $4.0k 10.00 397.70
Eldridge Bbb-b Clo Etf Etf (CLOZ) 0.0 $3.9k 147.00 26.55
Advanced Micro Devices Stock (AMD) 0.0 $3.6k 17.00 214.18
Eaton Corp Stock (ETN) 0.0 $3.5k 11.00 320.45
Eastman Chem Stock (EMN) 0.0 $3.4k 54.00 63.33
Disney Walt Stock (DIS) 0.0 $2.4k 21.00 111.90
Pacer Data & Infrastructure Real Estate Etf Etf (SRVR) 0.0 $2.1k 75.00 28.64
Solstice Advanced Matls Stock 0.0 $2.0k 42.00 48.57
Magnum Ice Cream Co Nv Ord Stock 0.0 $1.9k 120.00 15.85
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.0 $1.6k 10.00 161.00
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.0 $1.5k 14.00 106.71
Simplify Us Equity Plus Bitcoin Strategy Etf Etf (SPBC) 0.0 $1.3k 30.00 44.73
Proshares Bitcoin Etf Etf (BITO) 0.0 $1.0k 84.00 12.15
Datadog Inc Cl A Stock (DDOG) 0.0 $952.000000 7.00 136.00
Weride Adr (WRD) 0.0 $868.000000 100.00 8.68
Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $851.999200 17.00 50.12
Kraft Heinz Stock (KHC) 0.0 $630.999200 26.00 24.27
Pinterest Inc Cl A Stock (PINS) 0.0 $259.000000 10.00 25.90
Fidelity Ethereum Fund Etf Etf (FETH) 0.0 $206.999800 7.00 29.57
Organon & Co Stock (OGN) 0.0 $36.000000 5.00 7.20