HA

HighPoint Advisor Group LLC

13F
HighPoint Advisor Group LLC
Last update 2025-05-05 661 Stocks (28 new)
Value $1.72 Bil Turnover 4 %
Countries:
Top Holdings: AAPL(11.44%)NVDA(5.15%)MSFT(4.46%)AMZN(3.57%)JPM(2.83%)
Summary Stock Picks Current Portfolio
HighPoint Advisor Group LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
930,756
196,585.0
0%
11.440
0%
0.010
+15.85%
-15.96%
3,135,776.7
Hardware
NVDA
NVIDIA Corp
810,936
88,408.3
+3.26%
5.150
+0.16%
0.000
+62.08%
+17.85%
3,859,087.0
Semiconductors
MSFT
Microsoft Corp
194,619
76,687.7
+0.90%
4.460
+0.04%
0.000
+39.34%
+18.54%
3,699,325.7
Software
AMZN
Amazon.com Inc
327,418
61,354.8
+0.97%
3.570
+0.03%
0.000
+27.51%
+1.86%
2,372,436.3
Retail - Cyclical
JPM
JPMorgan Chase & Co
198,718
48,610.3
+0.21%
2.830
+0.01%
0.010
+36.81%
+23.78%
811,412.2
Banks
ABBV
AbbVie Inc
174,766
33,819.0
+0.48%
1.970
+0.01%
0.010
+1.51%
+7.57%
331,430.2
Drug Manufacturers
TSLA
Tesla Inc
102,626
29,970.0
+6.23%
1.740
+0.10%
0.000
+26.00%
-27.21%
946,767.9
Vehicles & Parts
BRK.B
Berkshire Hathaway Inc
55,790
29,823.7
+11.34%
1.740
+0.18%
0.000
-2.52%
+5.46%
1,030,928.8
Insurance
META
Meta Platforms Inc
53,399
29,606.7
+5.02%
1.720
+0.08%
0.000
+39.25%
+22.89%
1,806,167.0
Interactive Media
COKE
Coca-Cola Consolidated Inc
198,540
26,827.2
-0.09%
1.560
0%
0.230
-9.80%
-7.62%
10,110.0
Beverages - Non-Alcoholic

HighPoint Advisor Group LLC's Historical Top Holdings Breakdowns

HighPoint Advisor Group LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GLD
SPDR Gold Shares ETF
2025-03-31
Add
Add
+0.54%
●
243.19 ($264.45) 288.14
$307.37
16.23%
Add 2886.4%
31,626
30,567
ZWS
Zurn Elkay Water Solutions Corp
2025-03-31
Reduce
Reduce
-0.28%
●
32.38 ($36.02) 39.44
$37.03
2.80%
Reduce -50.05%
137,635
-137,910
AJG
Arthur J. Gallagher & Co
2025-03-31
Add
Add
+0.27%
●
275.89 ($315.87) 345.24
$316.07
0.06%
Add 214.73%
21,191
14,458
ANET
Arista Networks Inc
2025-03-31
Reduce
Reduce
-0.18%
●
77.48 ($101.39) 129.82
$101.47
0.08%
Reduce -62.83%
16,891
-28,549
BRK.B
Berkshire Hathaway Inc
2025-03-31
Add
Add
+0.18%
●
442.66 ($486.15) 534.52
$478.03
-1.67%
Add 11.34%
55,790
5,683
CEG
Constellation Energy Corp
2025-03-31
Reduce
Reduce
-0.17%
●
201.63 ($268.03) 347.44
$318.25
18.74%
Reduce -25.29%
30,030
-10,166
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.16%
●
106.98 ($126.74) 149.43
$158.24
24.85%
Add 3.26%
810,936
25,638
RL
Ralph Lauren Corp
2025-03-31
New Buy
New Buy
+0.14%
●
215.68 ($247.86) 286.74
$285.81
15.31%
New holding
11,082
11,082
UAL
United Airlines Holdings Inc
2025-03-31
Reduce
Reduce
-0.14%
●
69.05 ($94.43) 110.52
$81.11
-14.11%
Reduce -80.45%
6,385
-26,278
ZTS
Zoetis Inc
2025-03-31
Reduce
Reduce
-0.14%
●
156.48 ($166.29) 175.67
$157.05
-5.56%
Reduce -57.85%
10,537
-14,464

HighPoint Advisor Group LLC Total Holding History ($B)

To

HighPoint Advisor Group LLC's Asset Allocation

To

HighPoint Advisor Group LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

HighPoint Advisor Group LLC's Hypothetical Growth since 2025-03-31

HighPoint Advisor Group LLC's Yearly Returns

Year Portfolio % % Excess Gain %

HighPoint Advisor Group LLC's Holdings Heat Map

Size field:

HighPoint Advisor Group LLC's Holdings Bubble Chart

HighPoint Advisor Group LLC News

  • 1

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