High Point Wealth Management, LLC: 13F holdings
CIK 21068822026Q2
| Positions | 250 |
|---|---|
| Reported value | $122.2m |
| Filed | 2026-07-20 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IYW ISHARES DJ US TECHNOLOGY | 50,732 | $12.8m | 10.5% |
| FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 29,412 | $8.4m | 6.9% |
| FDVV FIDELITY HIGH DIVIDEND ETF | 108,405 | $6.5m | 5.3% |
| SOXX ISHARES SEMICONDUCTOR ETF | 7,205 | $4.6m | 3.8% |
| CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF | 50,935 | $4.6m | 3.7% |
| PEG PUBLIC SVC ENTERPRISE GROUP COM | 44,572 | $3.6m | 3.0% |
| SO SOUTHERN CO COM | 37,339 | $3.6m | 2.9% |
| HDV ISHARES TR HIGH DIVID EQUITY FD | 130,155 | $3.6m | 2.9% |
| IVV ISHARES S&P 500 INDEX | 3,547 | $2.7m | 2.2% |
| WELL HEALTH CARE REIT INC | 11,535 | $2.6m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2106882")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.