HighPoint Advisor Group LLC has filed a Form 13F-HR/A, which is a restatement of the firm’s Institutional Holdings Report for the period ending March 31, 2025. The filing was submitted on March 31, 2025, and lists Peter Aldworth as the Investment Operations Manager.
The report details the firm’s holdings in various common stocks and mutual funds. The portfolio includes significant positions in technology and healthcare sectors, as well as a substantial allocation to mutual funds managed by firms such as First Trust, Dimensional Fund Advisors, and Invesco.
Key common stock holdings listed in the filing include Apple Inc., with 146,394 shares; Microsoft, with 115,219 shares; Amazon.com, with 103,029 shares; and Broadcom Inc., with 32,041 shares. The firm also holds substantial positions in Alphabet Inc. (Class A and Class C), with 62,928 and 64,201 shares respectively.
Healthcare and industrial stocks are also represented, with Eli Lilly Inc. holding 5,370 shares and Honeywell International Inc. holding 17,673 shares. Additionally, the firm lists positions in consumer staples such as Coca-Cola Company and Procter & Gamble Co., with 23,145 and 6,206 shares, respectively.
The filing includes a large number of mutual fund positions, managed by various firms including First Trust, Dimensional, Invesco, and Goldman Sachs. These funds cover a range of sectors, including Energy, Financials, and Healthcare Select.
