HA
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HighPoint Advisor Group LLC13F | |
| HighPoint Advisor Group LLC | |
| Last update 2025-05-05 | 661 Stocks (28 new) |
| Value $1.72 Bil | Turnover 4 % |
HighPoint Advisor Group LLC Top Holdings of 2025-03-31
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| 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 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
NVDA | NVIDIA Corp | 810,936 | 88,408.3 | +3.26% | 5.150 | +0.16% | 0.000 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors | |
MSFT | Microsoft Corp | 194,619 | 76,687.7 | +0.90% | 4.460 | +0.04% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
AMZN | Amazon.com Inc | 327,418 | 61,354.8 | +0.97% | 3.570 | +0.03% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
JPM | JPMorgan Chase & Co | 198,718 | 48,610.3 | +0.21% | 2.830 | +0.01% | 0.010 | +30.86% | +25.49% | 822,612.0 | Banks | |
ABBV | AbbVie Inc | 174,766 | 33,819.0 | +0.48% | 1.970 | +0.01% | 0.010 | -5.26% | +8.51% | 334,344.8 | Drug Manufacturers | |
TSLA | Tesla Inc | 102,626 | 29,970.0 | +6.23% | 1.740 | +0.10% | 0.000 | +17.98% | -21.91% | 1,015,728.5 | Vehicles & Parts | |
BRK.B | Berkshire Hathaway Inc | 55,790 | 29,823.7 | +11.34% | 1.740 | +0.18% | 0.000 | -8.52% | +7.00% | 1,046,283.1 | Insurance | |
META | Meta Platforms Inc | 53,399 | 29,606.7 | +5.02% | 1.720 | +0.08% | 0.000 | +35.35% | +23.00% | 1,807,826.4 | Interactive Media | |
COKE | Coca-Cola Consolidated Inc | 198,540 | 26,827.2 | -0.09% | 1.560 | 0% | 0.230 | -15.22% | -6.23% | 10,261.7 | Beverages - Non-Alcoholic |
HighPoint Advisor Group LLC's Historical Top Holdings Breakdowns
HighPoint Advisor Group LLC's Top Stock Picks
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| 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 | $307.14 | 16.14% | 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 | $37.56 | 4.28% | 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 | $318.10 | 0.71% | Add 214.73% | 21,191 | 14,458 | |
ANET | Arista Networks Inc | 2025-03-31 | Reduce Reduce | -0.18% | 77.48 ($101.39) 129.82 | $102.52 | 1.11% | 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 | $485.00 | -0.24% | Add 11.34% | 55,790 | 5,683 | |
CEG | Constellation Energy Corp | 2025-03-31 | Reduce Reduce | -0.17% | 201.63 ($268.03) 347.44 | $311.88 | 16.36% | Reduce -25.29% | 30,030 | -10,166 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.16% | 106.98 ($126.74) 149.43 | $159.34 | 25.72% | 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 | $279.81 | 12.89% | New holding | 11,082 | 11,082 | |
UAL | United Airlines Holdings Inc | 2025-03-31 | Reduce Reduce | -0.14% | 69.05 ($94.43) 110.52 | $82.36 | -12.78% | Reduce -80.45% | 6,385 | -26,278 | |
ZTS | Zoetis Inc | 2025-03-31 | Reduce Reduce | -0.14% | 156.48 ($166.29) 175.67 | $159.18 | -4.28% | Reduce -57.85% | 10,537 | -14,464 |
HighPoint Advisor Group LLC Total Holding History ($B)
HighPoint Advisor Group LLC's Asset Allocation
HighPoint Advisor Group LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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HighPoint Advisor Group LLC's Hypothetical Growth since 2025-03-31
HighPoint Advisor Group LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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HighPoint Advisor Group LLC's Holdings Heat Map
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HighPoint Advisor Group LLC's Holdings Bubble Chart
HighPoint Advisor Group LLC News
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