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Home > Institutional Investor > High Point Wealth Management, Llc > Profile

Instuitional Investor - High Point Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	High Point Wealth Management, Llc
Portfolio Value	$103,610,492

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	52,116	$9,454,858	9.13%
2.	Fidelity Covington Trust		28,731	$5,977,522	5.77%
3.	Fidelity Covington Trust		108,147	$5,974,064	5.77%
4.	Public Service Enterprise Group Inc	PEG	44,363	$3,591,213	3.47%
5.	Southern Co	SO	36,919	$3,563,436	3.44%