Fund HoldingsHighPoint Advisor Group LLC

Total Portfolio Value
$1.67B
Total Bought
$291.9K
Total Sold
$29.2K
Net Transaction
+$262.7K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)0950,539+950,53902080.01%+208
WALMART INC(WMT)0413,730+413,7300290.00%+29
NVIDIA CORP(NVDA)0810,265+810,2650840.01%+84
ALPHABET INC CL C(GOOG)0175,962+175,9620300.00%+30
MICROSOFT CORP(MSFT)0190,224+190,2240800.00%+80
AMAZON.COM INC(AMZN)0335,820+335,8200610.00%+61
JPMORGAN CHASE & CO(JPM)0214,343+214,3430460.00%+46
UNITEDHEALTH GROUP INC(UNH)031,657+31,6570180.00%+18
TESLA INC(TSLA)0102,839+102,8390230.00%+23
ABBVIE INC(ABBV)0178,413+178,4130330.00%+33
HONEYWELL INTL INC(HON)033,842+33,842070.00%+7
JOHNSON & JOHNSON(JNJ)096,181+96,1810160.00%+16
ABBOTT LABORATORIES0179,586+179,5860190.00%+19
BANK OF AMERICA CORP0203,589+203,589080.00%+8
RTX CORP(RTX)097,757+97,7570110.00%+11
DUPONT DE NEMOURS INC(DD)062,561+62,561050.00%+5
ALPHABET INC CL A(GOOG)0155,285+155,2850260.00%+26
COCA-COLA CONSOLIDATED INC(COKE)019,886+19,8860230.00%+23
CHEVRON CORP(CVX)071,335+71,3350110.00%+11
GOLDMAN SACHS GROUP INC(GS)012,365+12,365060.00%+6
ELI LILLY & CO(LLY)021,054+21,0540170.00%+17
SUPER MICRO COMPUTER INC(SMCI)09,640+9,640060.00%+6
GE HEALTHCARE TECHNOLOGIES INC(GEHC)052,809+52,809040.00%+4
COSTCO WHOLESALE CORP(COST)019,355+19,3550160.00%+16
PALO ALTO NETWORKS INC(PANW)013,921+13,921040.00%+4
META PLATFORMS INC CL A(META)049,866+49,8660230.00%+23
SHERWIN WILLIAMS CO(SHW)014,760+14,760050.00%+5
BERKSHIRE HATHAWAY INC CL B045,852+45,8520200.00%+20
SALESFORCE INC(CRM)028,340+28,340070.00%+7
CVS HEALTH CORP(CVS)075,347+75,347050.00%+5
MORGAN STANLEY(MS)054,050+54,050060.00%+6
PFIZER INC(PFE)0238,337+238,337070.00%+7
AMERICAN TOWER CORP NEW(AMT)014,061+14,061030.00%+3
EXXON MOBIL CORP0182,065+182,0650220.00%+22
NETFLIX INC(NFLX)013,060+13,060080.00%+8
ORACLE CORP(ORCL)038,413+38,413050.00%+5
INTL BUSINESS MACHINES CORP(IBM)049,562+49,562090.00%+9
HOME DEPOT INC(HD)034,405+34,4050130.00%+13
COMCAST CORP CL A NEW(CCZ)0159,163+159,163060.00%+6
ADOBE INC(ADBE)011,678+11,678060.00%+6
PARKER-HANNIFIN CORP(PH)07,093+7,093040.00%+4
NRG ENERGY INC NEW(NRG)026,256+26,256020.00%+2
BP PLC SPON ADR(BP)098,403+98,403030.00%+3
BROADCOM INC(AVGO)074,672+74,6720110.00%+11
WALT DISNEY CO(DIS)089,424+89,424080.00%+8
VISA INC CL A(V)046,806+46,8060120.00%+12
CISCO SYSTEMS INC(CSCO)0111,728+111,728050.00%+5
DANAHER CORP(DHR)014,402+14,402040.00%+4
FEDEX CORP(FDX)010,199+10,199030.00%+3
CONSTELLATION BRANDS INC CL A(STZ)09,434+9,434020.00%+2
MEDTRONIC PLC(MDT)027,923+27,923020.00%+2
LOWES COMPANIES INC(LOW)018,339+18,339040.00%+4
SERVICENOW INC(NOW)04,498+4,498040.00%+4
S&P GLOBAL INC(SPGI)05,372+5,372030.00%+3
BOSTON SCIENTIFIC CORP(BSX)025,798+25,798020.00%+2
THERMO FISHER SCIENTIFIC INC(TMO)012,664+12,664080.00%+8
PROGRESSIVE CORP OH(PGR)010,487+10,487020.00%+2
LOCKHEED MARTIN CORP(LMT)08,405+8,405050.00%+5
EMERSON ELECTRIC CO(EMR)018,860+18,860020.00%+2
PHILIP MORRIS INTL INC(PM)060,189+60,189070.00%+7
MERCK & COMPANY INC(MRK)078,905+78,905090.00%+9
MCDONALDS CORP(MCD)055,485+55,4850150.00%+15
L3HARRIS TECHNOLOGIES INC(LHX)07,488+7,488020.00%+2
ZOETIS INC CL A(ZTS)013,467+13,467020.00%+2
VERIZON COMMUNICATIONS INC(VZ)0178,515+178,515070.00%+7
WELLTOWER INC(WELL)014,305+14,305020.00%+2
BEST BUY COMPANY INC(BBY)011,568+11,568010.00%+1
AT&T INC(T)0359,925+359,925070.00%+7
GE AEROSPACE(GE)037,028+37,028060.00%+6
AMGEN INC(AMGN)012,505+12,505040.00%+4
3M COMPANY(MMM)025,327+25,327030.00%+3
PROLOGIS INC(PLD)014,488+14,488020.00%+2
UNION PACIFIC CORP(UNP)020,748+20,748050.00%+5
T-MOBILE US INC(TMUS)011,402+11,402020.00%+2
TEXAS INSTRUMENTS INC(TXN)028,648+28,648060.00%+6
STARBUCKS CORP(SBUX)047,100+47,100040.00%+4
DUKE ENERGY CORP(DUK)028,281+28,281030.00%+3
BOEING COMPANY(BA)021,341+21,341040.00%+4
FAIR ISAAC CORP(FICO)02,298+2,298040.00%+4
BRISTOL MYERS SQUIBB COMPANY(BMY)059,523+59,523030.00%+3
FERRARI NV NEW
COM
02,360+2,360010.00%+1
COCA-COLA COMPANY(KO)077,960+77,960050.00%+5
CHUBB LTD
COM
08,972+8,972020.00%+2
GENERAL MOTORS CO(GM)031,936+31,936010.00%+1
VERTEX PHARMACEUTICALS INC(VRTX)04,428+4,428020.00%+2
KENVUE INC(KVUE)098,358+98,358020.00%+2
ULTA BEAUTY INC(ULTA)03,237+3,237010.00%+1
O REILLY AUTOMOTIVE INC NEW(ORLY)01,131+1,131010.00%+1
ALTRIA GROUP INC(MO)071,524+71,524040.00%+4
BARRICK GOLD CORP052,605+52,605010.00%+1
AMERICAN EXPRESS CO(AXP)029,057+29,057070.00%+7
CROWN CASTLE INC(CCI)010,184+10,184010.00%+1
IRON MOUNTAIN INC(IRM)018,287+18,287020.00%+2
REGENERON PHARMACEUTICALS INC(REGN)02,068+2,068020.00%+2
CONSUMER PORT SVCS INC0107,395+107,395010.00%+1
MARVELL TECHNOLOGY INC(MRVL)013,505+13,505010.00%+1
MOTOROLA SOLUTIONS INC NEW(MSI)08,948+8,948040.00%+4
ROYAL CARIBBEAN GROUP
COM
021,413+21,413030.00%+3
MICRON TECHNOLOGY INC(MU)045,711+45,711050.00%+5
AMERICAN ELECTRIC POWER COMPANY INC022,528+22,528020.00%+2
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