StockDriftsStockDriftsTop 50 High Point Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IYW | ISHARES DJ US TECHNOLOGY | 9.13% | 52.1K | $9.5M | -0.92%(-482) | $197.77(+13.86%) | 2026-03-31 | |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 5.77% | 28.7K | $6.0M | +11.20%(+2.89K) | $222.71(+14.44%) | 2026-03-31 | |
| FDVV | FIDELITY HIGH DIVIDEND ETF | 5.77% | 108.1K | $6.0M | +6.43%(+6.54K) | $56.19(+4.56%) | 2026-03-31 | |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | 3.47% | 44.4K | $3.6M | +4.11%(+1.75K) | $81.83(-2.57%) | 2026-03-31 | |
| SO | SOUTHERN CO COM | 3.44% | 36.9K | $3.6M | +3.83%(+1.36K) | $91.02(+5.36%) | 2026-03-31 | |
| HDV | ISHARES TR HIGH DIVID EQUITY FD | 3.38% | 25.8K | $3.5M | +2.94%(+736) | $24.44(+11.64%) | 2026-03-31 | |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | 3.25% | 53.8K | $3.4M | -4.44%(-2.50K) | $73.73(-3.88%) | 2026-03-31 | |
| ED | CONSOLIDATED EDISON INC COM | 2.51% | 23.0K | $2.6M | +4.34%(+956) | $100.18(+8.95%) | 2026-03-31 | |
| IVV | ISHARES S&P 500 INDEX | 2.23% | 3.5K | $2.3M | -2.61%(-95) | $677.12(+7.36%) | 2026-03-31 | |
| SOXX | ISHARES SEMICONDUCTOR ETF | 2.15% | 6.8K | $2.2M | +37.09%(+1.83K) | $293.92(+64.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.06% | +0.19% |
| Top 20 Holdings Unweighted | +0.50% | +1.51% |
Sign up free to track High Point Wealth Management, Llc, compare funds side by side, and get alerts the moment positions change.