Top 50 HighPoint Advisor Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STREET | 6.64% | 243.8K | $158.6M | new | $666.13(+12.32%) | 2026-03-31 | |
| SPDW | STATE STREET | 2.97% | 1.55M | $70.8M | new | $45.03(+11.57%) | 2026-03-31 | |
| SPYG | STATE STREET | 2.74% | 667.6K | $65.4M | new | $102.31(+17.57%) | 2026-03-31 | |
| QQQ | INVESCO QQQ | 2.63% | 108.8K | $62.8M | new | $595.74(+20.82%) | 2026-03-31 | |
| XLK | STATE STREET | 2.63% | 471.7K | $62.7M | new | $138.43(+29.66%) | 2026-03-31 | |
| SPYM | STATE STREET | 2.09% | 653.0K | $50.0M | new | $78.38(+12.34%) | 2026-03-31 | |
| DGRW | WISDOMTREE US | 2.09% | 568.2K | $49.9M | new | $88.63(+9.07%) | 2026-03-31 | |
| JIRE | JPMORGAN | 1.76% | 555.6K | $42.1M | new | $75.31(+6.41%) | 2026-03-31 | |
| ITOT | ISHARES CORE | 1.71% | 285.9K | $40.7M | new | $145.56(+12.12%) | 2026-03-31 | |
| DFAI | DIMENSIONAL INTL | 1.71% | 1.04M | $40.7M | new | $38.53(+7.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.46% | +66.21% |
| Top 20 Holdings Unweighted | +18.20% | +65.12% |
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