High Point Advisor Group LLC Portfolio Holdings

High Point Advisor Group LLC

  • $1.75 Billion
  • Q4 2024

High Point Advisor Group LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.75 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 $233M, Nvidia Corp with a value of $105M, Microsoft Corp with a value of $81.3M, Amazon Com Inc with a value of $71.1M, and Jpmorgan Chase & CO with a value of $47.5M.

Examining the 13F form we can see an increase of $76.5M in the current position value, from $1.67B to 1.75B.

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 $1.75 Billion
Technology: $602 Million
Financial Services: $233 Million
Consumer Cyclical: $197 Million
Healthcare: $163 Million
Industrials: $157 Million
Communication Services: $132 Million
Consumer Defensive: $121 Million
Energy: $56.8 Million
Other: $88.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$25B
$663,000 0.04% of portfolio
4,051
Q4 2024 Added 6.91%
$15.4B
$620,000 0.04% of portfolio
7,267
Q4 2024 Added 25.9%
$46.5B
$724,000 0.04% of portfolio
5,180
Q4 2024 Added 14.65%
$15.9B
$691,000 0.04% of portfolio
11,701
Q4 2024 Added 2.9%
$17.8B
$694,000 0.04% of portfolio
8,092
Q4 2024 Added 14.15%
$8.41B
$709,000 0.04% of portfolio
7,135
Q4 2024 Added 3.0%
$79.9B
$758,000 0.04% of portfolio
1,785
Q4 2024 Reduced 0.28%
$91B
$697,000 0.04% of portfolio
19,203
Q4 2024 Added 0.16%
$42.7B
$668,000 0.04% of portfolio
7,371
Q4 2024 Reduced 6.55%
$44.1B
$727,000 0.04% of portfolio
8,569
Q4 2024 Reduced 1.52%
$14.9B
$638,000 0.04% of portfolio
10,381
Q4 2024 Added 21.63%
$68.1B
$580,000 0.03% of portfolio
7,559
Q4 2024 Added 14.81%
$94.5B
$539,000 0.03% of portfolio
1,207
Q4 2024 Added 35.31%
$39.5B
$609,000 0.03% of portfolio
19,831
Q4 2024 Reduced 15.26%
$96.1B
$582,000 0.03% of portfolio
925
Q4 2024 Reduced 4.64%
$29.5B
$555,000 0.03% of portfolio
9,687
Q4 2024 Reduced 0.64%
$16.5B
$486,000 0.03% of portfolio
3,860
Q4 2024 Added 1.18%
$16.7B
$594,000 0.03% of portfolio
2,209
Q4 2024 Reduced 6.4%
$63.9B
$495,000 0.03% of portfolio
3,901
Q4 2024 Added 16.9%
$75.6B
$571,000 0.03% of portfolio
606
Q4 2024 Added 9.98%
$30.6B
$494,000 0.03% of portfolio
1,942
Q4 2024 Added 7.35%
$1.05B
$565,000 0.03% of portfolio
59,143
Q4 2024 Added 3.06%
$65.9B
$521,000 0.03% of portfolio
5,376
Q4 2024 Added 5.45%
$34B
$587,000 0.03% of portfolio
2,570
Q4 2024 Added 2.55%
$54.1B
$584,000 0.03% of portfolio
3,396
Q4 2024 Added 1.8%
$15.6B
$451,000 0.03% of portfolio
5,052
Q4 2024 Reduced 6.43%
$1.06B
$522,000 0.03% of portfolio
66,454
Q4 2024 Added 369.74%
$29.2B
$528,000 0.03% of portfolio
1,024
Q4 2024 Added 2.3%
$32.5B
$508,000 0.03% of portfolio
4,302
Q4 2024 Reduced 4.51%
$7.95B
$501,000 0.03% of portfolio
2,033
Q4 2024 Added 1.35%
$12.5B
$556,000 0.03% of portfolio
2,605
Q4 2024 New
$10.3B
$479,000 0.03% of portfolio
1,774
Q4 2024 Reduced 6.97%
$7.21B
$505,000 0.03% of portfolio
2,056
Q4 2024 Added 0.39%
$25B
$443,000 0.03% of portfolio
5,977
Q4 2024 Added 32.29%
$29.3B
$550,000 0.03% of portfolio
9,509
Q4 2024 Reduced 25.37%
$17.6B
$497,000 0.03% of portfolio
9,684
Q4 2024 New
$61.1B
$502,000 0.03% of portfolio
967
Q4 2024 Added 10.01%
$14.2B
$581,000 0.03% of portfolio
1,468
Q4 2024 Added 1.73%
$11.9B
$542,000 0.03% of portfolio
14,759
Q4 2024 Reduced 0.38%
$33.8B
$472,000 0.03% of portfolio
4,632
Q4 2024 Added 12.35%
$24.8B
$455,000 0.03% of portfolio
264
Q4 2024 Added 7.32%
$14.9B
$514,000 0.03% of portfolio
3,999
Q4 2024 Reduced 2.22%
$24.5B
$441,000 0.03% of portfolio
4,050
Q4 2024 Reduced 16.99%
$47.1B
$526,000 0.03% of portfolio
9,773
Q4 2024 Reduced 2.28%
$6.55B
$484,000 0.03% of portfolio
3,884
Q4 2024 Reduced 1.57%
$12.2B
$461,000 0.03% of portfolio
2,205
Q4 2024 Added 12.9%
$10.2B
$580,000 0.03% of portfolio
30,606
Q4 2024 Added 12.0%
$22.5B
$484,000 0.03% of portfolio
12,170
Q4 2024 Added 3.69%
$48.9B
$572,000 0.03% of portfolio
4,666
Q4 2024 Added 7.59%

Summary

  • Portfolio
  • No. of Stocks 704
  • Current Value $1.75 Billion
  • Prior Value $1.67 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 47 stocks
  • Additional Purchases 388 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 222 stocks
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