High Mark Wealth Management LLC Purchases in Q4 2024

High Mark Wealth Management LLC

  • $173 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WFC
Wells Fargo & Company

Financial Services
29
+ 0.04%
$54.98 - $77.35 $1.59K - $2.24K
74.8K $5.25M
ATRC
Atri Cure, Inc.

Healthcare
13.5K
+ 19.22%
$27.02 - $38.2 $365K - $516K
83.7K $2.56M
PLRX
Pliant Therapeutics, Inc.

Healthcare
7.5K
+ 11.11%
$10.55 - $15.7 $79.1K - $118K
75K $987K
NVDA
Nvidia Corp

Technology
45
+ 0.26%
$117.0 - $148.88 $5.27K - $6.7K
17.3K $2.32M
SPY
Spdr S&P 500 ETF Trust

ETFs
288
+ 25.07%
$567.81 - $607.81 $164K - $175K
1.44K $842K
AAPL
Apple Inc.

Technology
135
+ 1.92%
$221.69 - $259.02 $29.9K - $35K
7.17K $1.79M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
277
+ 65.95%
$442.29 - $483.08 $123K - $134K
697 $315K
AMZN
Amazon Com Inc

Consumer Cyclical
16
+ 0.47%
$180.88 - $232.93 $2.89K - $3.73K
3.44K $755K
MSTR
Microstrategy Inc

Technology
147
+ 61.25%
$162.69 - $473.83 $23.9K - $69.7K
387 $112K
USB
Us Bancorp \De\

Financial Services
206
+ 0.72%
$43.98 - $53.66 $9.06K - $11.1K
28.6K $1.37M
XENE
Xenon Pharmaceuticals Inc.

Healthcare
1.1K
+ 22.0%
$38.14 - $45.74 $42K - $50.3K
6.1K $239K
NKE
Nike, Inc.

Consumer Cyclical
530
+ 252.38%
$73.36 - $89.13 $38.9K - $47.2K
740 $55K
WBS
Webster Financial Corp

Financial Services
19
+ 0.68%
$44.33 - $62.82 $842 - $1.19K
2.8K $154K
VTI
Vanguard Total Stock Market Et

ETFs
21
+ 0.86%
$280.04 - $302.45 $5.88K - $6.35K
2.45K $710K
DIS
Walt Disney CO

Communication Services
10
+ 0.72%
$92.39 - $117.6 $924 - $1.18K
1.4K $155K
RGTI
Rigetti Computing, Inc.

Technology
1.49K
New
$0.74 - $17.08 $1.1K - $25.4K
1.49K $22K
PLTR
Palantir Technologies Inc.

Technology
166
+ 73.45%
$36.46 - $82.38 $6.05K - $13.7K
392 $29K
MCHI
Ishares Msci China ETF

ETFs
459
New
$46.1 - $59.67 $21.2K - $27.4K
459 $21K
QQQ
Invesco Qqq Trust, Series 1

ETFs
20
+ 5.17%
$481.22 - $538.17 $9.62K - $10.8K
407 $208K
BA
Boeing CO

Industrials
90
+ 121.62%
$138.14 - $180.72 $12.4K - $16.3K
164 $29K
ASML
Asml Holding Nv

Technology
26
+ 288.89%
$658.43 - $872.27 $17.1K - $22.7K
35 $24K
GGB
Gerdau S.A.

Basic Materials
5.69K
New
$2.88 - $3.61 $16.4K - $20.5K
5.69K $16K
BOC
Boston Omaha Corp

Communication Services
1K
New
$14.04 - $16.13 $14K - $16.1K
1K $14K
IWP
Ishares Russell Mid Cap Growth

ETFs
70
+ 17.54%
$116.4 - $138.52 $8.15K - $9.7K
469 $59K
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.52%
$873.59 - $994.69 $1.75K - $1.99K
385 $352K
BAC
Bank Of America Corp

Financial Services
282
+ 783.33%
$39.22 - $47.77 $11.1K - $13.5K
318 $13K
DAL
Delta Air Lines, Inc.

Industrials
3
+ 0.29%
$47.46 - $65.77 $142 - $197
1.04K $62K
HBAN
Huntington Bancshares Inc

Financial Services
63
+ 1.06%
$14.18 - $18.2 $893 - $1.15K
6.01K $97K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
112
+ 24.89%
$63.19 - $73.31 $7.08K - $8.21K
562 $38K
TWST
Twist Bioscience Corp

Healthcare
215
New
$36.89 - $52.7 $7.93K - $11.3K
215 $9K
FENY
Fidelity Covington Tr Msci Ene

ETFs
326
+ 163.0%
$23.14 - $26.91 $7.54K - $8.77K
526 $12K
GILD
Gilead Sciences, Inc.

Healthcare
62
+ 52.54%
$83.95 - $97.9 $5.2K - $6.07K
180 $16K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
163
+ 163.0%
$48.17 - $53.38 $7.85K - $8.7K
263 $12K
SOFI
So Fi Technologies, Inc.

Financial Services
66
+ 8.2%
$7.63 - $16.88 $504 - $1.11K
871 $13K
FDIS
Fidelity Covington Tr Msci Con

ETFs
47
+ 31.33%
$85.33 - $104.24 $4.01K - $4.9K
197 $19K
USFD
Us Foods Holding Corp.

Consumer Defensive
97
New
$60.65 - $72.33 $5.88K - $7.02K
97 $6K
DELL
Dell Technologies Inc.

Technology
45
+ 180.0%
$111.96 - $144.21 $5.04K - $6.49K
70 $8K
BMY
Bristol Myers Squibb CO

Healthcare
25
+ 2.23%
$51.92 - $59.94 $1.3K - $1.5K
1.15K $64K
BKR
Baker Hughes CO

Energy
134
New
$35.98 - $44.88 $4.82K - $6.01K
134 $5K
FSTA
Fidelity Covington Tr Msci Con

ETFs
111
New
$49.28 - $52.29 $5.47K - $5.8K
111 $5K
LDOS
Leidos Holdings, Inc.

Technology
35
New
$143.17 - $201.39 $5.01K - $7.05K
35 $5K
META
Meta Platforms, Inc.

Communication Services
4
+ 2.42%
$554.08 - $632.68 $2.22K - $2.53K
169 $99K
AVGO
Broadcom Inc.

Technology
1
+ 1.33%
$159.67 - $250.0 $160 - $250
76 $17K
JETS
ETF Ser Solutions U S Global J

ETFs
100
+ 16.61%
$20.04 - $25.93 $2K - $2.59K
702 $17K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
6
+ 2.4%
$170.03 - $192.78 $1.02K - $1.16K
256 $47K
EWTX
Edgewise Therapeutics, Inc.

Healthcare
165
New
$26.63 - $36.62 $4.39K - $6.04K
165 $4K
IEFA
Ishares Tr

ETFs
387
+ 12.5%
$70.06 - $77.43 $27.1K - $30K
3.48K $244K
IVW
Ishares S&P 500 Growth ETF

ETFs
16
+ 4.75%
$94.43 - $105.47 $1.51K - $1.69K
353 $35K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.53K
+ 300.2%
$25.93 - $105.3 $39.8K - $162K
2.05K $56K
Activity Summary
Buys All Purchases 176 New Holdings 45 Increased Positions 131 Sells All Sells 100 Reductions 99 Sold out 1 Options Calls 0 Puts 0
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