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CIK: 0001616034
Total reported value
$2.8B
$2.8B
698 檔
18.7%
In Q4 2024, HighPoint Advisor Group LLC's U.S. equity holdings reached a combined market value of $2.8B, distributed across 698 disclosed stock positions.
During Q4 2024, HighPoint Advisor Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 698 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.79% | -0.04% | +0.53% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.67% | +0.06% | -0.55% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.32% | -0.12% | +3.49% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.08% | -0.03% | +2.68% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.94% | -0.01% | -0.23% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.97% | -0.02% | +0.59% | |
| 7 | ABBV | Abbvie Inc | Stock-Healthcare | 1.81% | -0.13% | -0.68% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.74% | — | +0.48% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.54% | +0.01% | +2.41% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.53% | +0.06% | +1.59% | |
| 11 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 1.53% | -0.01% | -0.07% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.29% | -0.04% | +7.18% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.21% | +0.01% | +4.19% | |
| 14 | ABT | Abbott Laboratories | Stock-Healthcare | 1.16% | -0.05% | +2.18% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.09% | -0.06% | +1.65% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.05% | -0.01% | -1.17% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.04% | -0.06% | -7.03% | |
| 18 | CME | Cme Group Inc | Stock-Financials | 1.00% | — | +1.16% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 0.94% | -0.07% | -0.91% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.92% | -0.05% | +2.31% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.87% | +0.02% | -6.46% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.83% | +0.01% | +3.07% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.77% | — | +3.85% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.74% | -0.01% | -17.68% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.72% | -0.02% | +3.88% | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 0.72% | +0.08% | +1.86% | |
| 27 | IBM | Intl Business Machines CORP | Stock-Tech | 0.71% | +0.01% | +0.85% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | -0.02% | -3.50% | |
| 29 | CEG | Constellation Energy | Stock-Utilities | 0.68% | -0.01% | -3.14% | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 0.64% | -0.06% | +3.32% | |
| 31 | WM | Waste Management Inc | Stock-Industrials | 0.57% | — | -0.29% | |
| 32 | ZWS | Zurn Elkay Water Solutions C | Stock-Industrials | 0.55% | — | +99.87% | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 0.53% | -0.03% | +4.57% | |
| 34 | AXP | American Express Co | Stock-Financials | 0.53% | -0.01% | +3.78% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.52% | -0.10% | +2.28% | |
| 36 | PM | Philip Morris International | Stock-Consumer Staples | 0.49% | -0.01% | +1.64% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.46% | -0.04% | +12.26% | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.45% | -0.03% | +3.34% | |
| 39 | T | At&t Inc | Stock-Comm Services | 0.45% | -0.03% | +0.36% | |
| 40 | GE | General Electric | Stock-Industrials | 0.43% | +0.01% | +0.20% | |
| 41 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.42% | -0.08% | +12.79% | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.40% | -0.01% | +4.82% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.39% | -0.01% | -7.00% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.38% | — | +7.19% | |
| 45 | MS | Morgan Stanley | Stock-Financials | 0.36% | +0.02% | +0.56% | |
| 46 | QCOM | Qualcomm Inc | Stock-Tech | 0.35% | +0.01% | +17.20% | |
| 47 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.35% | — | +0.45% | |
| 48 | ALL | Allstate CORP | Stock-Financials | 0.34% | — | +4.12% | |
| 49 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.34% | +0.09% | +4.85% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.32% | -0.01% | -3.74% |
According to official SEC Form 13F filings, HighPoint Advisor Group LLC reported a total U.S. public equity portfolio value of $2.8B across 698 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 18.7% of total reported equity market value during Q4 2024.
During Q4 2024, HighPoint Advisor Group LLC's top holdings by market value included AAPL (11.8%)、NVDA (5.7%)、MSFT (4.3%). The largest single position, AAPL, represented 11.8% of total portfolio value.
In Q4 2024, HighPoint Advisor Group LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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