|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Highpoint Advisor Group LLC
✚
|
|
|---|---|
| CRD # | 316636 |
| SEC # | 801-122583 |
| CIK # | 0001616034 |
| AUM | $4.0 B (2025-04-08) |
| Employees | 104 (96% Investors, 77% Brokers) |
| Phone | 630-719-9222 |
| Address | 2651 Warrenville Road Downers Grove, IL 60515 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001616034 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 191.1 | ||
| Nvidia Corp | 128.9 | ||
| Microsoft Corp | 100.6 | ||
| Amazon Com Inc | 73.2 | ||
| J P Morgan Chase & Co | 57.3 | ||
| Facebook Inc | 35.7 | ||
| AbbVie Inc | 33.5 | ||
| Tesla Motors Inc | 29.4 | ||
| Broadcom Inc | 28.2 | ||
| Alphabet Inc | 27.6 | ||
| Alphabet Inc | 26.7 | ||
| Abbott Laboratories | 21.1 | ||
| Exxon Mobil Corp | 19.9 | ||
| Costco Wholesale Corp /NEW | 18.6 | ||
| Procter & Gamble Co | 18.0 | ||
| Wal Mart Stores Inc | 17.0 | ||
| McDonalds Corp | 16.4 | ||
| Netflix Inc | 16.3 | ||
| International Business Machines Corp | 15.8 | ||
| Palantir Technologies Inc | 15.5 | ||
| VISA Inc | 15.4 | ||
| Lilly Eli & Co | 15.0 | ||
| Caterpillar Inc | 14.1 | ||
| Home Depot Inc | 13.7 | ||
| Mastercard Inc | 13.5 | ||
| CME Group Inc | 12.6 | ||
| Johnson & Johnson | 12.5 | ||
| Philip Morris International Inc | 12.0 | ||
| United Technologies Corp /DE/ | 11.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,256 | 1.1 |
| (b) Individuals (high net worth individuals) | 2,745 | 2.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 28 | 0.0 |
| (h) Charitable organizations | 21 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 46 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 13,813 | 4.0 |
| By Discretionary | ||
| Discretionary | 13,813 | 4.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13,813 | 4.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.0 | |
| Total | 13,813 | 4.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001616034] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ashton Thomas Private Wealth LLC
✚
|
AZ | 4.1 |
|
Texas Yale Capital Corp
✚
|
FL | 4.0 |
|
Larson Financial Group LLC
✚
|
MO | 4.0 |
|
Bridgeway Capital Management LLC
✚
|
TX | 4.0 |
|
Finaccess Advisors LLC
✚
|
FL | 4.0 |
|
Wharton Business Group LLC
✚
|
PA | 4.0 |
|
JFS Wealth Advisors LLC
✚
|
PA | 4.0 |
|
New Century Advisors LLC
✚
|
MD | 4.0 |
|
Karpus Management Inc
✚
|
NY | 4.0 |
|
New Frontier Advisors LLC
✚
|
MA | 3.9 |