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Home > Institutional Investor > Highpoint Advisor Group Llc > Profile

Instuitional Investor - Highpoint Advisor Group Llc

Fund Profile
Filing Period:
Fund Name: Highpoint Advisor Group Llc
Portfolio Value $914,324,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 599,413 $85,668,000 9.36%
2.
Microsoft Corp
 MSFT 169,573 $45,142,000 4.93%
3.
Tesla Inc.
 TSLA 114,531 $26,541,000 2.9%
4.
Amazon Com Inc
 AMZN 230,156 $26,314,000 2.87%
5.
Abbvie Inc.
 ABBV 164,743 $25,128,000 2.74%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)