Portfolio (Quarterly)
Guide ↗
High Point Wealth Management, LLC
· CIK 0002106882| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | SPBC | SIMPLIFY US EQUITY PLUS BITCOIN STRATEGY ETF | — | 30 | $1K | 0.00% | SOLD |
| 22 | BITO | PROSHARES BITCOIN ETF | — | 84 | $1K | 0.00% | SOLD |
| 23 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 17 | $852.0 | 0.00% | SOLD |
| 24 | KHC | KRAFT HEINZ CO COM | Consumer Defensive | 26 | $631.0 | 0.00% | SOLD |
| 25 | PINS | PINTEREST INC CL A | Communication Services | 10 | $259.0 | — | SOLD |
| 26 | OGN | ORGANON & CO COMMON STOCK | Healthcare | 5 | $36.0 | — | SOLD |
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%