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Portfolio (Quarterly) Guide ↗

High Point Wealth Management, LLC

· CIK 0002106882
13F Portfolio $104M AUM 250 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 65 Added 48 Reduced 26 Exited
Page 2 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DTCR GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF 31,386.0 $752K 0.73% +15K +87.9% $23.96 +27.5%
22 DUK DUKE ENERGY CORP NEW COM NEW Utilities 5,514.0 $722K 0.70% +174.0 +3.3% $130.94 -4.8%
23 JPM JPMORGAN CHASE & CO COM Financial Services 2,454.0 $722K 0.70% +675.0 +37.9% $294.20 +3.0%
24 MSFT MICROSOFT Technology 1,872.0 $693K 0.67% +122.0 +7.0% $370.10 +13.2%
25 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 14,692.0 $674K 0.65% +79.0 +0.5% $45.89 -1.9%
26 QTUM DEFIANCE QUANTUM ETF 5,943.0 $638K 0.61% +697.0 +13.3% $107.29 +39.2%
27 SPY STATE STREET SPDR S&P 500 ETF Financial Services 955.0 $621K 0.60% +123.0 +14.8% $650.24 +14.2%
28 META META PLATFORMS INC CL A Communication Services 1,053.0 $602K 0.58% +436.0 +70.7% $571.88 +6.2%
29 ABBV ABBVIE INC COM Healthcare 2,685.0 $584K 0.56% +742.0 +38.2% $217.53 -1.3%
30 GILD GILEAD SCIENCES INC COM Healthcare 4,106.0 $572K 0.55% +941.0 +29.7% $139.36 -6.4%
31 GS GOLDMAN SACHS GROUP INC COM Financial Services 673.0 $569K 0.55% +165.0 +32.5% $845.50 +16.9%
32 PKB INVESCO BUILDING & CONSTRUCTION ETF 4,713.0 $460K 0.44% +4K +309.1% $97.57 +3.5%
33 UBER UBER TECHNOLOGIES INC COM Technology 5,684.0 $409K 0.40% +381.0 +7.2% $71.93 +3.7%
34 XOM EXXON MOBIL CORP COM Energy 2,289.0 $388K 0.38% +280.0 +13.9% $169.66 -7.9%
35 UBSI UNITED BANKSHARES INC W. VA Financial Services 8,299.0 $344K 0.33% +81.0 +1.0% $41.42 +4.1%
36 XSD STATE STREET SPDR S&P SEMICONDUCTOR ETF 1,053.0 $344K 0.33% +16.0 +1.5% $326.21 +76.7%
37 KO COCA COLA CO COM Consumer Defensive 4,436.0 $337K 0.33% +100.0 +2.3% $76.04 +6.7%
38 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 1,545.0 $250K 0.24% +1K +206.6% $161.69 +5.5%
39 PNW PINNACLE WEST CAP CORP COM Utilities 2,257.0 $227K 0.22% +367.0 +19.4% $100.77 +1.2%
40 USB US BANCORP COM NEW Financial Services 3,619.0 $188K 0.18% +187.0 +5.5% $52.01 +4.8%
Page 2 of 4  ·  65 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Utilities 35.0%
Financial Services 19.8%
Technology 8.9%
Communication Services 7.5%
Consumer Defensive 7.4%
Real Estate 7.1%
Healthcare 6.2%
Consumer Cyclical 4.7%
Energy 1.8%
Industrials 1.5%