High Point Advisor Group LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.67 Billion distributed in 704 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $216M, Nvidia Corp with a value of $95.9M, Microsoft Corp with a value of $80.2M, Amazon Com Inc with a value of $58.8M, and Jpmorgan Chase & CO with a value of $41.9M.

Examining the 13F form we can see an decrease of $87.6M in the current position value, from $1.76B to 1.67B.

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 $1.67 Billion
Technology: $553 Million
Financial Services: $209 Million
Healthcare: $185 Million
Consumer Cyclical: $172 Million
Industrials: $152 Million
Consumer Defensive: $127 Million
Communication Services: $120 Million
Energy: $57.8 Million
Other: $97.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 704
  • Current Value $1.67 Billion
  • Prior Value $1.76 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 118 stocks
  • Additional Purchases 263 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 292 stocks
Track This Portfolio

Track High Point Advisor Group LLC Portfolio

Follow High Point Advisor Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of High Point Advisor Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Point Advisor Group LLC with notifications on news.