High Mark Wealth Management LLC Purchases in Q2 2025

High Mark Wealth Management LLC

  • $198 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
O
Realty Income Corp

Real Estate
873
+ 800.92%
$52.27 - $58.52 $45.6K - $51.1K
982 $56K
ECL
Ecolab Inc.

Basic Materials
62
+ 3.07%
$225.65 - $270.95 $14K - $16.8K
2.08K $561K
RGA
Reinsurance Group Of America Inc

Financial Services
245
+ 429.82%
$168.32 - $209.71 $41.2K - $51.4K
302 $59K
SNOW
Snowflake Inc.

Technology
150
+ 200.0%
$130.53 - $223.77 $19.6K - $33.6K
225 $50K
ORCL
Oracle Corp

Technology
176
New
$122.82 - $218.63 $21.6K - $38.5K
176 $38K
META
Meta Platforms, Inc.

Communication Services
5
+ 2.87%
$484.66 - $738.09 $2.42K - $3.69K
179 $132K
CMCSA
Comcast Corp

Communication Services
769
+ 79.85%
$32.84 - $36.72 $25.3K - $28.2K
1.73K $61K
OTTR
Otter Tail Corp

Utilities
331
New
$74.62 - $81.76 $24.7K - $27.1K
331 $25K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
229
+ 31.33%
$55.54 - $69.09 $12.7K - $15.8K
960 $66K
JNJ
Johnson & Johnson

Healthcare
210
+ 21.94%
$146.36 - $159.82 $30.7K - $33.6K
1.17K $178K
LITE
Lumentum Holdings Inc.

Technology
200
New
$49.56 - $95.06 $9.91K - $19K
200 $19K
TTD
Trade Desk, Inc.

Technology
151
+ 46.18%
$45.27 - $79.4 $6.84K - $12K
478 $34K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.02%
$233.83 - $276.34 $234 - $276
5.57K $1.49M
T
At&T Inc.

Communication Services
494
+ 20.5%
$26.33 - $28.94 $13K - $14.3K
2.9K $84K
TMO
Thermo Fisher Scientific Inc.

Healthcare
45
+ 140.63%
$390.26 - $489.06 $17.6K - $22K
77 $31K
BA
Boeing CO

Industrials
27
+ 13.57%
$136.59 - $217.51 $3.69K - $5.87K
226 $47K
IWF
Ishares Russell 1000 Gr ETF

ETFs
26
+ 60.47%
$320.42 - $424.58 $8.33K - $11K
69 $29K
PRU
Prudential Financial Inc

Financial Services
139
New
$95.12 - $112.71 $13.2K - $15.7K
139 $14K
VEA
Vanguard Ftse Developed Market

ETFs
149
+ 21.85%
$45.65 - $57.01 $6.8K - $8.49K
831 $47K
ARKW
Ark Next Generation Internet E

ETFs
77
New
$82.77 - $147.9 $6.37K - $11.4K
77 $11K
IWD
Ishares Russell 1000 Val ETF

ETFs
61
New
$166.82 - $194.23 $10.2K - $11.8K
61 $11K
ACWI
Ishares Msci Acwi ETF

ETFs
7
+ 0.8%
$103.59 - $128.6 $725 - $900
877 $112K
INOD
Innodata Inc

Technology
225
New
$29.68 - $51.96 $6.68K - $11.7K
225 $11K
HBAN
Huntington Bancshares Inc

Financial Services
64
+ 1.05%
$12.49 - $16.76 $799 - $1.07K
6.13K $102K
WMT
Walmart Inc.

Consumer Defensive
2
+ 0.21%
$81.79 - $99.98 $164 - $200
946 $92K
GS
Goldman Sachs Group Inc

Financial Services
12
+ 100.0%
$462.22 - $707.75 $5.55K - $8.49K
24 $16K
IVW
Ishares S&P 500 Growth ETF

ETFs
42
+ 11.8%
$82.96 - $110.1 $3.48K - $4.62K
398 $43K
WBS
Webster Financial Corp

Financial Services
22
+ 0.78%
$41.76 - $54.91 $919 - $1.21K
2.84K $155K
SOFI
So Fi Technologies, Inc.

Financial Services
52
+ 4.69%
$9.5 - $18.21 $494 - $947
1.16K $21K
PIPR
Piper Sandler Companies

Financial Services
35
New
$210.78 - $281.82 $7.38K - $9.86K
35 $9K
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.39%
$211.12 - $274.14 $211 - $274
258 $70K
AXP
American Express CO

Financial Services
20
+ 46.51%
$231.39 - $318.98 $4.63K - $6.38K
63 $20K
MRK
Merck & Co., Inc.

Healthcare
100
+ 500.0%
$73.47 - $87.12 $7.35K - $8.71K
120 $9K
KGC
Kinross Gold Corp

Basic Materials
4
+ 0.16%
$11.79 - $15.85 $47.2 - $63.4
2.44K $38K
BAC
Bank Of America Corp

Financial Services
47
+ 4.43%
$34.39 - $47.46 $1.62K - $2.23K
1.11K $52K
QUAL
Ishares Msci Usa Quality Facto

ETFs
46
New
$152.42 - $182.82 $7.01K - $8.41K
46 $8K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8
+ 0.31%
$19.1 - $23.83 $153 - $191
2.56K $61K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
105
+ 21.13%
$39.89 - $49.46 $4.19K - $5.19K
602 $29K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
60
New
$107.61 - $119.09 $6.46K - $7.15K
60 $7K
PII
Polaris Inc.

Consumer Cyclical
180
+ 138.46%
$31.97 - $42.61 $5.75K - $7.67K
310 $12K
LOW
Lowes Companies Inc

Consumer Cyclical
34
New
$210.83 - $235.28 $7.17K - $8K
34 $7K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
3
+ 2.33%
$139.8 - $197.22 $419 - $592
132 $26K
INTF
Ishares Tr

ETFs
151
New
$27.6 - $34.51 $4.17K - $5.21K
151 $5K
CRON
Cronos Group Inc.

Healthcare
3K
New
$1.62 - $2.14 $4.86K - $6.42K
3K $5K
VIG
Vanguard Dividend Appreciation

ETFs
24
+ 12.97%
N/A
209 $38K
AMGN
Amgen Inc

Healthcare
21
+ 87.5%
$262.28 - $309.85 $5.51K - $6.51K
45 $12K
MSI
Motorola Solutions, Inc.

Technology
14
+ 280.0%
$394.72 - $440.39 $5.53K - $6.17K
19 $7K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
100
New
$29.19 - $50.24 $2.92K - $5.02K
100 $5K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
20
New
$180.84 - $240.32 $3.62K - $4.81K
20 $4K
Activity Summary
Buys All Purchases 241 New Holdings 75 Increased Positions 166 Sells All Sells 93 Reductions 92 Sold out 1 Options Calls 0 Puts 0
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