High Point Wealth Management, LLC Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$106.5M
Holdings
247
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (247 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | XLVSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 853 | $132K | 0.12% | |
| 102 | NFLXNETFLIX INC. COM | 1,330 | $124K | 0.12% | |
| 103 | XLGINVESCO S&P 500 TOP 50 ETF | 2,035 | $120K | 0.11% | |
| 104 | COFCAPITAL ONE FINANCIAL CORP | 499 | $120K | 0.11% | |
| 105 | FSMDFIDELITY SMALL-MID MULTIFACTOR ETF | 2,688 | $118K | 0.11% | |
| 106 | CRWVCOREWEAVE INC COM CL A | 1,570 | $112K | 0.11% | |
| 107 | EQIXEQUINIX INC COM | 146 | $111K | 0.10% | |
| 108 | GQ9SPDR GOLD SHARES | 276 | $109K | 0.10% | |
| 109 | NVDANVIDIA CORPORATION COM | 586 | $109K | 0.10% | |
| 110 | IVWISHARES S&P 500 GROWTH ETF | 873 | $107K | 0.10% | |
| 111 | PKBINVESCO BUILDING & CONSTRUCTION ETF | 1,152 | $106K | 0.10% | |
| 112 | CRMSALESFORCE COM | 388 | $102K | 0.10% | |
| 113 | HRBBLOCK H & R INC COM | 2,283 | $99K | 0.09% | |
| 114 | PEPPEPSICO INC COM | 658 | $94K | 0.09% | |
| 115 | VHTVANGUARD HEALTH CARE ETF | 309 | $89K | 0.08% | |
| 116 | COSTCOSTCO WHOLESALE CORP | 103 | $89K | 0.08% | |
| 117 | FDMOFIDELITY MOMENTUM FACTOR ETF | 1,018 | $85K | 0.08% | |
| 118 | MCDMCDONALDS CORP COM | 277 | $84K | 0.08% | |
| 119 | CRCLCIRCLE INTERNET GROUP INC COM CL A | 1,040 | $82K | 0.08% | |
| 120 | SGOLABRDN PHYSICAL GOLD SHARES ETF | 2,000 | $82K | 0.08% | |
| 121 | ISRGINTUITIVE SURGICAL, INC. | 144 | $81K | 0.08% | |
| 122 | ODFLOLD DOMINION FREIGHT LNS WITH STOCK SPLIT SHARES | 515 | $80K | 0.08% | |
| 123 | XLISTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 504 | $78K | 0.07% | |
| 124 | FFORD MTR CO COM | 5,711 | $74K | 0.07% | |
| 125 | OKEONEOK INC NEW COM | 1,000 | $73K | 0.07% | |
| 126 | IJHISHARES CORE S&P MID CAP ETF | 1,000 | $66K | 0.06% | |
| 127 | NGGNATIONAL GRID TRANSCO PLC | 791 | $61K | 0.06% | |
| 128 | DGROISHARES CORE DIVIDEND GROWTH ETF | 872 | $60K | 0.06% | |
| 129 | LLYELI LILLY & CO COM | 55 | $59K | 0.06% | |
| 130 | A4SAMERIPRISE FINL INC COM | 122 | $59K | 0.06% | |
| 131 | WCNWASTE CONNECTIONS INC | 335 | $58K | 0.05% | |
| 132 | SBUXSTARBUCKS CORP | 688 | $57K | 0.05% | |
| 133 | KBWBINVESCO KBW BANK ETF | 681 | $57K | 0.05% | |
| 134 | BACBANK AMERICA CORP COM | 1,026 | $56K | 0.05% | |
| 135 | CSCOCISCO SYS INC | 712 | $54K | 0.05% | |
| 136 | QCOMQUALCOMM INC COM | 319 | $54K | 0.05% | |
| 137 | AXPAMERICAN EXPRESS CO COM | 145 | $53K | 0.05% | |
| 138 | CVXCHEVRON CORP NEW COM | 347 | $52K | 0.05% | |
| 139 | TELTE CONNECTIVITY LTD | 232 | $52K | 0.05% | |
| 140 | FSTAFIDELITY MSCI CONSUMER STAPLES INDEX ETF | 1,055 | $51K | 0.05% | |
| 141 | PFXFVANECK PREFERRED SECURITIES EX FINANCIALS ETF | 2,836 | $50K | 0.05% | |
| 142 | UNHUNITEDHEALTH GROUP | 153 | $50K | 0.05% | |
| 143 | IYGISHARES TR DOW JONES U S FINL SVCS | 541 | $49K | 0.05% | |
| 144 | PRFINVESCO RAFI US 1000 ETF | 1,060 | $49K | 0.05% | |
| 145 | TMOTHERMO FISHER SCIENTIFIC INC COM | 84 | $48K | 0.05% | |
| 146 | AQLTISHARES DJ US HEALTH CARE PROVIDERS | 1,000 | $47K | 0.04% | |
| 147 | HSYHERSHEY CO COM | 259 | $47K | 0.04% | |
| 148 | TRVTRAVELERS COMPANIES INC COM | 162 | $46K | 0.04% | |
| 149 | HNGEHINGE HEALTH INC CL A | 1,000 | $46K | 0.04% | |
| 150 | ACNACCENTURE PLC IRELAND SHS CLASS A | 169 | $45K | 0.04% | |
| 151 | ADSKAUTODESK INC COM | 150 | $44K | 0.04% | |
| 152 | INTUINTUIT INC | 65 | $43K | 0.04% | |
| 153 | COPCONOCOPHILLIPS COM | 449 | $42K | 0.04% | |
| 154 | AMTAMERICAN TOWER CORP | 244 | $42K | 0.04% | |
| 155 | FASTFASTENAL CO | 1,054 | $42K | 0.04% | |
| 156 | TSLATESLA INC COM | 95 | $42K | 0.04% | |
| 157 | PPAINVESCO AEROSPACE & DEFENSE ETF | 259 | $40K | 0.04% | |
| 158 | FDTXFIDELITY DISRUPTIVE TECHNOLOGY ETF | 1,000 | $40K | 0.04% | |
| 159 | DEDEERE & CO COM | 88 | $40K | 0.04% | |
| 160 | HONHONEYWELL INTL INC | 205 | $39K | 0.04% | |
| 161 | KMBKIMBERLY-CLARK CORP COM | 389 | $39K | 0.04% | |
| 162 | SBACSBA COMMUNICATIONS CP | 200 | $38K | 0.04% | |
| 163 | HYGISHARES IBOXX HIGH YIELD CORPORATE BOND ETF | 477 | $38K | 0.04% | |
| 164 | SCZISHARES MSCI EAFE SMALL CAP ETF | 500 | $38K | 0.04% | |
| 165 | AFWALIGN TECHNOLOGY INC | 244 | $38K | 0.04% | |
| 166 | PHMPULTE GROUP INC COM | 320 | $37K | 0.03% | |
| 167 | CLCOLGATE PALMOLIVE CO COM | 467 | $36K | 0.03% | |
| 168 | ULUNILEVER PLC SPON ADR NEW | 534 | $34K | 0.03% | |
| 169 | ADPAUTOMATIC DATA PROCESSING INC COM | 133 | $34K | 0.03% | |
| 170 | MDYSPDR S&P MIDCAP 400 ETF TRUST | 56 | $33K | 0.03% | |
| 171 | FCFSFIRST CASH FINANCIAL | 207 | $33K | 0.03% | |
| 172 | LENLENNAR CORP CL A | 305 | $31K | 0.03% | |
| 173 | MDLZMONDELEZ INTL INC CL A | 551 | $29K | 0.03% | |
| 174 | IFRAISHARES U.S. INFRASTRUCTURE ETF | 534 | $28K | 0.03% | |
| 175 | XLRESTATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | 708 | $28K | 0.03% | |
| 176 | PNFPPINNACLE FINL PARTNERS | 284 | $27K | 0.03% | |
| 177 | FBTFIRST TR EXCHANGE TRADED FD AMEX BIOTECHNOLOGY INDEX | 128 | $26K | 0.02% | |
| 178 | EBAEBAY INC | 300 | $26K | 0.02% | |
| 179 | UNPUNION PAC CORP COM | 113 | $26K | 0.02% | |
| 180 | PLDPROLOGIS INC. COM | 205 | $26K | 0.02% | |
| 181 | CNRCANADIAN NATIONAL RAILWAY CO | 269 | $26K | 0.02% | |
| 182 | ITBISHARES U.S. HOME CONSTRUCTION ETF | 260 | $25K | 0.02% | |
| 183 | CWBSTATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | 286 | $25K | 0.02% | |
| 184 | TXNTEXAS INSTRS INC COM | 143 | $24K | 0.02% | |
| 185 | FNCLFIDELITY MSCI FINANCIALS INDEX ETF | 304 | $23K | 0.02% | |
| 186 | IBBISHARES NASDAQ BIOTECHNOLOGY | 139 | $23K | 0.02% | |
| 187 | CMCSACOMCAST CORP NEW CL A | 740 | $22K | 0.02% | |
| 188 | ESPOVANECK VIDEO GAMING AND ESPORTS ETF | 214 | $22K | 0.02% | |
| 189 | PSXPHILLIPS 66 COM | 171 | $22K | 0.02% | |
| 190 | SCHXSCHWAB U.S. LARGE-CAP ETF | 784 | $21K | 0.02% | |
| 191 | IWVISHARES RUSSELL 3000 ETF | 57 | $21K | 0.02% | |
| 192 | UHALU HAUL HOLDING COMPANY COM | 430 | $21K | 0.02% | |
| 193 | PRUPRUDENTIAL FINL INC | 175 | $19K | 0.02% | |
| 194 | MARMARRIOTT INTL INC NEW CL A | 61 | $18K | 0.02% | |
| 195 | ONEQFIDELITY NASDAQ COMPOSITE INDEX ETF | 204 | $18K | 0.02% | |
| 196 | BDXBECTON DICKINSON & CO COM | 90 | $17K | 0.02% | |
| 197 | PYPLPAYPAL HLDGS INC COM | 300 | $17K | 0.02% | |
| 198 | NVSNNOVARTIS AG ADR | 123 | $16K | 0.02% | |
| 199 | FFLCFIDELITY FUNDAMENTAL LARGE CAP CORE ETF | 306 | $16K | 0.02% | |
| 200 | ADBEADOBE SYS INC | 45 | $15K | 0.01% |