High Mark Wealth Management LLC Purchases in Q1 2025

High Mark Wealth Management LLC

  • $166 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CNTA
Centessa Pharmaceuticals PLC

Healthcare
69.7K
+ 41.92%
$14.38 - $19.03 $1M - $1.33M
236K $3.39M
AXGN
Axogen, Inc.

Healthcare
32.5K
+ 1004.64%
$14.56 - $20.11 $473K - $654K
35.7K $661K
MDXG
Mimedx Group, Inc.

Healthcare
40K
+ 1333.33%
$7.54 - $9.28 $302K - $371K
43K $326K
TSLA
Tesla, Inc.

Consumer Cyclical
1.51K
+ 139.83%
$222.15 - $428.22 $336K - $648K
2.6K $672K
MMM
3 M CO

Industrials
7
+ 0.08%
$129.7 - $155.12 $908 - $1.09K
8.69K $1.28M
TRV
Travelers Companies, Inc.

Financial Services
20
+ 0.36%
$232.43 - $265.13 $4.65K - $5.3K
5.57K $1.47M
COST
Costco Wholesale Corp

Consumer Defensive
116
+ 30.13%
$890.62 - $1076.86 $103K - $125K
501 $473K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
248
+ 65.44%
$507.05 - $563.67 $126K - $140K
627 $322K
WFC
Wells Fargo & Company

Financial Services
12
+ 0.02%
$66.78 - $81.42 $801 - $977
74.8K $5.37M
GIS
General Mills Inc

Consumer Defensive
1.84K
+ 194.09%
$57.56 - $65.3 $106K - $120K
2.79K $166K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.83K
New
$51.45 - $58.51 $93.9K - $107K
1.83K $94K
PLTR
Palantir Technologies Inc.

Technology
1.05K
+ 267.86%
$64.98 - $124.62 $68.2K - $131K
1.44K $121K
ABT
Abbott Laboratories

Healthcare
30
+ 0.7%
$111.1 - $140.22 $3.33K - $4.21K
4.3K $570K
WMT
Walmart Inc.

Consumer Defensive
737
+ 356.04%
$84.5 - $105.05 $62.3K - $77.4K
944 $82K
XOM
Exxon Mobil Corp

Energy
157
+ 5.1%
$105.44 - $118.93 $16.6K - $18.7K
3.23K $384K
ECL
Ecolab Inc.

Basic Materials
5
+ 0.25%
$229.72 - $269.82 $1.15K - $1.35K
2.02K $512K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
111
New
$333.37 - $384.99 $37K - $42.7K
111 $37K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
20
+ 3.03%
$80.53 - $147.57 $1.61K - $2.95K
680 $89K
BAC
Bank Of America Corp

Financial Services
743
+ 233.65%
$39.61 - $47.74 $29.4K - $35.5K
1.06K $44K
UBER
Uber Technologies, Inc

Technology
81
+ 4.6%
$63.17 - $81.49 $5.12K - $6.6K
1.84K $134K
ABNB
Airbnb, Inc.

Consumer Cyclical
258
+ 106.61%
$119.38 - $161.42 $30.8K - $41.6K
500 $59K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
13
+ 185.71%
$1187.71 - $1432.58 $15.4K - $18.6K
20 $28K
BYND
Beyond Meat, Inc.

Consumer Defensive
6.5K
+ 1118.76%
$3.05 - $4.4 $19.8K - $28.6K
7.08K $21K
MCD
Mcdonalds Corp

Consumer Cyclical
49
+ 56.98%
$279.74 - $321.29 $13.7K - $15.7K
135 $42K
F
Ford Motor CO

Consumer Cyclical
1.66K
+ 46.49%
$9.12 - $10.43 $15.1K - $17.3K
5.23K $52K
T
At&T Inc.

Communication Services
162
+ 7.21%
$21.56 - $28.28 $3.49K - $4.58K
2.41K $68K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
371
+ 173.36%
$47.79 - $59.89 $17.7K - $22.2K
585 $29K
VST
Vistra Corp.

Utilities
143
New
$108.49 - $191.89 $15.5K - $27.4K
143 $16K
MA
Mastercard Inc

Financial Services
20
+ 9.09%
$504.67 - $576.31 $10.1K - $11.5K
240 $131K
SMIN
Ishares Msci India Small Cap I

ETFs
250
+ 123.15%
$61.54 - $77.16 $15.4K - $19.3K
453 $30K
TGT
Target Corp

Consumer Defensive
250
+ 69.25%
$103.65 - $142.5 $25.9K - $35.6K
611 $63K
PWFL
Power Fleet, Inc.

Technology
3K
New
N/A
3K $14K
UNH
Unitedhealth Group Inc

Healthcare
15
+ 4.59%
$461.52 - $548.18 $6.92K - $8.22K
342 $179K
CVS
Cvs Health Corp

Healthcare
6
+ 1.17%
$44.22 - $68.64 $265 - $412
517 $35K
WMB
Williams Companies, Inc.

Energy
226
New
$54.02 - $61.09 $12.2K - $13.8K
226 $13K
PG
Procter & Gamble CO

Consumer Defensive
18
+ 0.51%
$158.56 - $176.26 $2.85K - $3.17K
3.54K $603K
TJX
Tjx Companies Inc

Consumer Cyclical
95
+ 143.94%
$112.81 - $126.16 $10.7K - $12K
161 $19K
SBUX
Starbucks Corp

Consumer Cyclical
52
+ 12.84%
$91.75 - $115.81 $4.77K - $6.02K
457 $44K
KGC
Kinross Gold Corp

Basic Materials
4
+ 0.16%
$9.69 - $12.61 $38.8 - $50.4
2.44K $30K
IHF
Ishares Tr

ETFs
1
+ 0.07%
$47.84 - $53.21 $47.8 - $53.2
1.5K $79K
XLE
Energy Sector Spdr

ETFs
1
+ 0.11%
$85.7 - $93.96 $85.7 - $94
871 $81K
FNV
Franco Nevada Corp

Basic Materials
1
+ 0.55%
$120.72 - $157.56 $121 - $158
183 $28K
HD
Home Depot, Inc.

Consumer Cyclical
35
+ 15.28%
$347.25 - $424.87 $12.2K - $14.9K
264 $96K
BR
Broadridge Financial Solutions, Inc.

Technology
1
+ 0.39%
$221.46 - $244.83 $221 - $245
257 $62K
PII
Polaris Inc.

Consumer Cyclical
130
New
$40.9 - $58.36 $5.32K - $7.59K
130 $5K
BKR
Baker Hughes CO

Energy
103
+ 76.87%
$41.16 - $48.85 $4.24K - $5.03K
237 $10K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
63
+ 143.18%
$60.74 - $73.87 $3.83K - $4.65K
107 $7K
INTC
Intel Corp

Technology
219
New
$19.1 - $27.39 $4.18K - $6K
219 $4K
HOOD
Robinhood Markets, Inc.

Technology
112
New
$35.63 - $65.28 $3.99K - $7.31K
112 $4K
Activity Summary
Buys All Purchases 195 New Holdings 42 Increased Positions 153 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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