Holdings
High Point Wealth Management, LLC
As of Jun 30, 2026, High Point Wealth Management, LLC reported 137 positions worth US$39.2M. Largest: Public Service Enterprise Group Incorporated, Southern Company (the) and Welltower Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Public Service Enterprise Group Incorporated | 44,572 | US$3.62M | +209 | Jun 30, 2026 |
| Southern Company (the) | 37,339 | US$3.57M | +420 | Jun 30, 2026 |
| Welltower Inc. | 11,535 | US$2.62M | +423 | Jun 30, 2026 |
| Consolidated Edison, Inc. | 23,214 | US$2.57M | +211 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 7,073 | US$2.53M | −29 | Jun 30, 2026 |
| Philip Morris International Inc | 9,057 | US$1.64M | +65 | Jun 30, 2026 |
| Amazon.com, Inc. | 6,164 | US$1.47M | +65 | Jun 30, 2026 |
| Bank Of America Corporation | 24,873 | US$1.42M | −1,345 | Jun 30, 2026 |
| Wells Fargo & Company | 13,370 | US$1.1M | +531 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 2,482 | US$812K | +28 | Jun 30, 2026 |