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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002106882

High Point Wealth Management, LLC

CHESTER, NJ · File #028-26013

Latest AUM
$106.5M
Positions
247
Top-10 Concentration
51.6%
Filings
1

Sector Allocation

Utilities
6.5%$7.0M
Financials
3.8%$4.0M
Technology
3.8%$4.0M
Real Estate
1.9%$2.1M
Healthcare
1.8%$1.9M
Consumer Staples
0.8%$866,071
Energy
0.4%$432,231
Industrials
0.2%$252,387
Materials
0.0%$3,420

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES DJ US TECHNOLOGY46428772152,598$10.5M12.24%
2FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF31609280825,838$5.8M6.77%
3FIDELITY HIGH DIVIDEND ETF316092840101,609$5.8M6.71%
4FIRST TRUST NASDAQ CYBERSECURITY ETF33734X84656,291$4.0M4.69%
5STATE STREET SPDR S&P SOFTWARE & SERVICES ETF78464A59920,617$3.9M4.50%
6PUBLIC SVC ENTERPRISE GRP INC COM74457310642,610$3.4M3.99%
7SOUTHERN CO COMSOMN35,556$3.1M3.61%
8ISHARES TR HIGH DIVID EQUITY FD46429B66325,037$3.0M3.55%
9ISHARES S&P 500 INDEX4642872003,635$2.5M2.90%
10FIRST TRUST CLOUD COMPUTING ETF33734X19217,450$2.3M2.65%
11CONSOLIDATED EDISON INC COMED22,047$2.2M2.55%
12ISHARES S&P 500 VALUE ETF4642874089,849$2.1M2.43%
13ISHARES U.S. MEDICAL DEVICES ETF46428881031,383$2.0M2.27%
14FIDELITY BLUE CHIP GROWTH ETF31609235231,995$1.8M2.05%
15HEALTH CARE REIT INCWELL9,390$1.7M2.03%
16FIDELITY MSCI UTILITIES INDEX ETF31609286528,368$1.6M1.83%
17FIDELITY CLOUD COMPUTING ETF31609224652,109$1.5M1.81%
18ISHARES CORE S&P U.S. GROWTH ETF4642876719,062$1.5M1.77%
19ISHARES SEMICONDUCTOR ETF4642875234,940$1.5M1.73%
20PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A46713,157$1.4M1.60%