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HIGHPOINT ADVISOR GROUP LLC

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DOWNERS GROVE IL Investment Advisor
13F Summary
Highpoint Advisor Group is based out of Downers Grove. Highpoint Advisor Group is a large advisory firm with 7877 clients and discretionary assets under management (AUM) of $2,569,000,000 (Form ADV from 2024-01-04). Their last reported 13F filing for Q4 2023 included $1,396,519,000 in managed 13F securities and a top 10 holdings concentration of 35.22%. Highpoint Advisor Group's largest holding is Apple Inc with shares held of 911,214. Whalewisdom has at least 33 13F filings

2023-12-31

Top Buys (13F)

Name % Change
AAPL Apple Inc 11.15%
MSFT Microsoft Corp. 5.18%
NVDA NVIDIA Corp. 4.96%
AMZN Amazon.com Inc. 3.53%
JPM JPMorgan Chase & Co. 2.6%

2023-12-31

Top Sells (13F)

Name % Change

2023-12-31

13F Holdings Summary

Name $ Change
AAPL Apple Inc 11.15%
MSFT Microsoft Corp. 5.18%
NVDA NVIDIA Corp. 4.96%
AMZN Amazon.com Inc. 3.53%
JPM JPMorgan Chase & Co. 2.6%

2023-12-31

13F Activity

Market Value $1.40b, Prior: $0
New Purchases 671 stocks
Added To 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks
Top 10 Holdings % 35.22%
Turnover %[1] %
Turnover Alt %[2] %
Time Held Top 20 0 quarters
Time Held Top 10 0 quarters
Time Held All 0 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance