High Mark Wealth Management LLC Purchases in Q3 2025

High Mark Wealth Management LLC

  • $217 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AXGN
Axogen, Inc.

Healthcare
87K
+ 88.7%
$10.77 - $17.84 $937K - $1.55M
185K $3.3M
NEO
Neogenomics Inc

Healthcare
276K
+ 221.3%
$4.84 - $8.81 $1.33M - $2.43M
400K $3.09M
TSLA
Tesla, Inc.

Consumer Cyclical
283
+ 10.91%
$293.94 - $444.72 $83.2K - $126K
2.88K $1.28M
AAPL
Apple Inc.

Technology
64
+ 0.77%
$202.38 - $256.87 $13K - $16.4K
8.41K $2.14M
HCAT
Health Catalyst, Inc.

Healthcare
146K
+ 88.34%
$2.7 - $4.09 $393K - $595K
310K $884K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
16K
+ 73.75%
$7.47 - $13.14 $120K - $210K
37.7K $416K
EWTX
Edgewise Therapeutics, Inc.

Healthcare
1.11K
+ 2.14%
$12.61 - $16.59 $14K - $18.5K
53.2K $862K
XEL
Xcel Energy Inc

Utilities
72
+ 0.56%
$67.56 - $80.65 $4.86K - $5.81K
12.9K $1.04M
PLRX
Pliant Therapeutics, Inc.

Healthcare
78K
+ 55.32%
$1.18 - $1.86 $92K - $145K
219K $324K
RGTI
Rigetti Computing, Inc.

Technology
4K
+ 251.57%
$11.33 - $32.1 $45.3K - $128K
5.59K $166K
UNH
Unitedhealth Group Inc

Healthcare
305
+ 73.14%
$237.77 - $353.61 $72.5K - $108K
722 $249K
PLTR
Palantir Technologies Inc.

Technology
111
+ 7.59%
$130.68 - $186.97 $14.5K - $20.8K
1.57K $286K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.96K
+ 27.02%
$28.92 - $32.19 $56.6K - $63K
9.2K $293K
MDXG
Mimedx Group, Inc.

Healthcare
2.88K
+ 5.43%
$6.1 - $7.31 $17.6K - $21K
55.9K $390K
TRV
Travelers Companies, Inc.

Financial Services
4
+ 0.07%
$250.62 - $279.43 $1K - $1.12K
5.58K $1.56M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
844
+ 20.66%
$53.81 - $57.52 $45.4K - $48.5K
4.93K $283K
MO
Altria Group, Inc.

Consumer Defensive
62
+ 0.82%
$57.75 - $67.68 $3.58K - $4.2K
7.59K $501K
O
Realty Income Corp

Real Estate
854
+ 86.97%
$56.13 - $60.79 $47.9K - $51.9K
1.84K $111K
USB
Us Bancorp \De\

Financial Services
76
+ 0.45%
$43.94 - $50.41 $3.34K - $3.83K
16.8K $812K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
159
New
$275.84 - $326.36 $43.9K - $51.9K
159 $51K
ORCL
Oracle Corp

Technology
120
+ 68.18%
$218.96 - $328.33 $26.3K - $39.4K
296 $83K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.36K
+ 23.2%
$26.38 - $27.95 $35.8K - $37.9K
7.2K $196K
QQQ
Invesco Qqq Trust, Series 1

ETFs
33
+ 7.86%
$546.99 - $602.2 $18.1K - $19.9K
453 $271K
CAT
Caterpillar Inc

Industrials
1
+ 0.28%
$390.92 - $477.15 $391 - $477
354 $168K
SG
Sweetgreen, Inc.

Consumer Cyclical
2.91K
New
$7.98 - $16.26 $23.3K - $47.4K
2.91K $23K
LYFT
Lyft, Inc.

Technology
1K
New
$13.41 - $22.93 $13.4K - $22.9K
1K $22K
BBY
Best Buy CO Inc

Consumer Cyclical
30
+ 1.28%
$64.12 - $78.46 $1.92K - $2.35K
2.38K $179K
EFG
Msci Eafe Growth ETF

ETFs
184
+ 37.94%
$106.99 - $114.46 $19.7K - $21.1K
669 $76K
KGC
Kinross Gold Corp

Basic Materials
2
+ 0.08%
$15.19 - $24.85 $30.4 - $49.7
2.44K $60K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
3.5K
New
$4.73 - $8.22 $16.6K - $28.8K
3.5K $22K
XLV
Select Sector Spdr Fund Health

ETFs
149
+ 206.94%
$129.01 - $139.72 $19.2K - $20.8K
221 $30K
XOM
Exxon Mobil Corp

Energy
48
+ 1.54%
$105.83 - $117.22 $5.08K - $5.63K
3.16K $355K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
221
+ 23.02%
$68.24 - $73.73 $15.1K - $16.3K
1.18K $86K
IJS
Ishares S&P Smallcap 600 Value

ETFs
7
+ 0.45%
$98.99 - $112.2 $693 - $785
1.56K $172K
WBS
Webster Financial Corp

Financial Services
19
+ 0.67%
$55.19 - $62.92 $1.05K - $1.2K
2.86K $170K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
16
+ 5.88%
$284.45 - $324.95 $4.55K - $5.2K
288 $92K
CVS
Cvs Health Corp

Healthcare
20
+ 1.05%
$58.75 - $76.5 $1.18K - $1.53K
1.92K $144K
XLE
Energy Sector Spdr

ETFs
102
+ 11.7%
$84.25 - $91.99 $8.59K - $9.38K
974 $87K
ADMA
Adma Biologics, Inc.

Healthcare
885
New
$14.66 - $19.91 $13K - $17.6K
885 $12K
IWR
Ishares Russell Mid Cap ETF

ETFs
4
+ 0.16%
$92.26 - $97.51 $369 - $390
2.45K $236K
ECL
Ecolab Inc.

Basic Materials
5
+ 0.24%
$259.39 - $285.47 $1.3K - $1.43K
2.09K $571K
MRVL
Marvell Technology, Inc.

Technology
87
+ 22.96%
$62.31 - $84.07 $5.42K - $7.31K
466 $39K
SOFI
So Fi Technologies, Inc.

Financial Services
39
+ 3.36%
$17.64 - $29.81 $688 - $1.16K
1.2K $31K
DAL
Delta Air Lines, Inc.

Industrials
4
+ 0.39%
$49.0 - $61.97 $196 - $248
1.04K $59K
PEP
Pepsico Inc

Consumer Defensive
6
+ 0.59%
$133.81 - $152.16 $803 - $913
1.02K $142K
VB
Vanguard Small Cap ETF

ETFs
22
+ 9.13%
$237.58 - $259.17 $5.23K - $5.7K
263 $66K
VEA
Vanguard Ftse Developed Market

ETFs
107
+ 12.88%
$56.02 - $60.3 $5.99K - $6.45K
938 $56K
CVX
Chevron Corp

Energy
7
+ 1.11%
$145.57 - $161.83 $1.02K - $1.13K
638 $99K
IVW
Ishares S&P 500 Growth ETF

ETFs
25
+ 6.28%
$108.97 - $121.65 $2.72K - $3.04K
423 $51K
Activity Summary
Buys All Purchases 219 New Holdings 70 Increased Positions 149 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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