High Point Wealth Management, LLC - Portfolio overview

High Point Wealth Management, LLC has 250 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Utilities and Financial Services.

Largest reported holdings by portfolio allocation

1. IYW - ISHARES DJ US TECHNOLOGY, 9.13%
2. FTEC - FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF, 5.77%
3. FDVV - FIDELITY HIGH DIVIDEND ETF, 5.77%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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