High Point Wealth Management, LLC
Top Portfolio Positions
159 positions ·
$37,491,985 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PEG |
Public Service Enterprise Group Inc
Utilities
|
44,363 | $3,591,184 | 9.58% | |
| SO |
Southern Co
Utilities
|
36,919 | $3,563,421 | 9.50% | |
| ED |
Consolidated Edison Inc
Utilities
|
23,003 | $2,603,479 | 6.94% | |
| WELL |
Welltower Inc.
Real Estate
|
11,112 | $2,196,953 | 5.86% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
8,992 | $1,486,737 | 3.97% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,099 | $1,270,238 | 3.39% | |
| QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
Financial Services
|
44,553 | $1,188,228 | 3.17% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,580 | $1,029,464 | 2.75% | |
| SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
Financial Services
|
60,031 | $964,698 | 2.57% | |
| IAU |
Ishares Gold Trust
|
8,847 | $779,951 | 2.08% |
Portfolio Trend
2 quarters · across all stocks
Holdings in SPXX
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $964,698 | 60,031 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $451,938 | 25,052 | Shares | Sole | 2026-01-29 | |
| No 13F history on record for this holder in this stock. | ||||||