High Point Advisor Group LLC Portfolio Holdings
High Point Advisor Group LLC
- $1.4 Billion
- Q1 2024
High Point Advisor Group LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.4 Billion distributed in 670 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $157M, Microsoft Corp with a value of $71.9M, Nvidia Corp with a value of $65.8M, Amazon Com Inc with a value of $50.1M, and Jpmorgan Chase & CO with a value of $37.3M.
Examining the 13F form we can see an increase of $102M in the current position value, from $1.3B to 1.4B.
High Point Advisor Group LLC is based out at Downers Grove, IL
Below you can find more details about High Point Advisor Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.4 Billion
Technology: $444 Million
Financial Services: $185 Million
Healthcare: $165 Million
Consumer Cyclical: $145 Million
Industrials: $135 Million
Consumer Defensive: $102 Million
Communication Services: $96.1 Million
Energy: $53.8 Million
Other: $73 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 670
- Current Value $1.4 Billion
- Prior Value $1.3 Billion
- Filing
- Period Q1 2024
- Filing Date May 14, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 22 stocks
- Additional Purchases 329 stocks
- Sold out of 0 stocks
- Reduced holdings in 260 stocks