High Point Wealth Management, LLC

High Point Wealth Management, LLC reported 250 holdings worth US$122M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 20, 2026

High Point Wealth Management, LLC reported 250 holdings worth US$122M as of Jun 30, 2026. Largest: Public Service Enterprise Group Incorporated, Southern Company (the) and Welltower Inc. Filed Jul 20, 2026 (Form 13F).

Holdings
250
Value as reported
US$122M

The filing in full

CompanySharesValue as reported% of portfolio
Public Service Enterprise Group Incorporated44,572US$3.62M3.0%
Southern Company (the)37,339US$3.57M2.9%
Welltower Inc.11,535US$2.62M2.1%
Consolidated Edison, Inc.23,214US$2.57M2.1%
Alphabet Inc (google) Class C7,073US$2.53M2.1%
Philip Morris International Inc9,057US$1.64M1.3%
Amazon.com, Inc.6,164US$1.47M1.2%
Bank Of America Corporation24,873US$1.42M1.2%
Wells Fargo & Company13,370US$1.1M0.90%
Jp Morgan Chase & Co.2,482US$812K0.66%
Duke Energy Corporation (holding Company)6,132US$776K0.63%
Snowflake Inc.2,900US$738K0.60%
Goldman Sachs Group, Inc. (the)695US$703K0.58%
Microsoft Corp.1,873US$699K0.57%
Visa Inc.1,989US$682K0.56%
Abbvie Inc.2,694US$678K0.55%
American Electric Power Company, Inc.4,929US$674K0.55%
Johnson & Johnson2,503US$636K0.52%
Entergy Corporation5,425US$623K0.51%
Broadcom Inc.1,510US$570K0.47%
Apple Inc1,945US$563K0.46%
Ameren Corporation4,974US$562K0.46%
Gilead Sciences, Inc.4,072US$514K0.42%
Robinhood Markets, Inc.4,898US$491K0.40%
Meta Platforms, Inc.858US$483K0.40%
United Bankshares, Inc.8,376US$384K0.31%
Altria Group, Inc.5,299US$381K0.31%
Coca-cola Company (the)4,450US$362K0.30%
Uber Technologies, Inc.5,009US$361K0.30%
Firstenergy Corp.7,479US$356K0.29%
Evergy, Inc.3,965US$343K0.28%
Constellation Energy Corporation1,375US$341K0.28%
Pinnacle West Capital Corporation2,727US$292K0.24%
Berkshire Hathaway Inc.540US$270K0.22%
U.s. Bancorp4,380US$265K0.22%
Merck & Company, Inc.1,601US$206K0.17%
Exelon Corporation4,267US$199K0.16%
Equinix, Inc.177US$184K0.15%
Realty Income Corporation2,919US$181K0.15%
Procter & Gamble Company (the)1,220US$179K0.15%
Micron Technology, Inc.134US$155K0.13%
Tjx Companies, Inc. (the)968US$147K0.12%
Teradyne, Inc.300US$145K0.12%
Union Pacific Corporation454US$123K0.10%
Coreweave, Inc.1,235US$123K0.10%
Mastercard Incorporated237US$122K0.10%
Morgan Stanley539US$113K0.09%
Old Dominion Freight Line, Inc.515US$112K0.09%
Nvidia Corporation553US$111K0.09%
Costco Wholesale Corporation103US$96,6610.08%
Palantir Technologies Inc.780US$91,0030.07%
Oneok, Inc.1,000US$86,9400.07%
Eli Lilly And Company70US$83,9860.07%
Cisco Systems, Inc.712US$83,5780.07%
Hinge Health, Inc.1,000US$83,0000.07%
Pepsico, Inc.588US$79,6720.07%
Chevron Corporation469US$77,7330.06%
Asml Holding Nv39US$77,7250.06%
Netflix, Inc.1,080US$77,1120.06%
Mcdonald's Corporation277US$74,8760.06%
Starbucks Corporation688US$70,3480.06%
Colgate-palmolive Company767US$70,2740.06%
Unitedhealth Group Incorporated153US$63,6590.05%
Qualcomm Incorporated319US$59,0140.05%
Intuitive Surgical, Inc.144US$57,2660.05%
Waste Connections, Inc.335US$55,8660.05%
Ameriprise Financial, Inc.122US$55,8470.05%
Deere & Company88US$55,7020.05%
The Travelers Companies, Inc.162US$53,3280.04%
Fastenal Company1,054US$50,6270.04%
American Express Company145US$48,9490.04%
Conocophillips456US$47,4220.04%
National Grid Plc559US$46,3240.04%
The Hershey Company259US$45,4890.04%
Firstcash Holdings, Inc.207US$44,8430.04%
H&r Block, Inc.1,168US$44,4610.04%
Pultegroup, Inc.322US$44,1390.04%
Texas Instruments Incorporated145US$43,0740.04%
Kimberly-clark Corporation389US$42,7010.03%
Thermo Fisher Scientific Inc85US$42,3800.03%
Prologis, Inc.309US$41,8040.03%
Align Technology, Inc.244US$41,1530.03%
American Tower Corporation (reit)244US$39,8930.03%
Coinbase Global, Inc.268US$39,1790.03%
Mondelez International, Inc.672US$38,8810.03%
Oracle Corporation242US$35,4660.03%
Sba Communications Corporation200US$35,2920.03%
Tesla, Inc.80US$33,6480.03%
Unilever Plc534US$32,1040.03%
Canadian National Railway Company269US$32,0490.03%
Rtx Corporation160US$30,3570.02%
Phillips 66174US$29,3550.02%
Pinnacle Financial Partners, Inc.284US$28,6940.02%
Taiwan Semiconductor Manufacturing Co., Ltd.60US$28,6540.02%
U-haul Holding Company488US$28,1390.02%
Lennar Corporation305US$27,6170.02%
Illinois Tool Works Inc.100US$27,0470.02%
Circle Internet Group, Inc.375US$23,4860.02%
Marriott International61US$22,5140.02%
Salesforce, Inc.135US$21,2050.02%

Every holding of High Point Wealth Management, LLC

Source

View original at SEC

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