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
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
29
+ 2900.0%
$224.68 - $282.71 $6.52K - $8.2K
30 $8K
EFA
Ishares Tr Msci Eafe ETF

ETFs
10
+ 0.52%
$87.29 - $93.61 $873 - $936
1.95K $181K
GERN
Geron Corp

Healthcare
5K
+ 198.02%
$1.1 - $1.47 $5.5K - $7.35K
7.53K $10K
PFE
Pfizer Inc

Healthcare
32
+ 0.75%
$23.29 - $25.88 $745 - $828
4.28K $109K
A
Agilent Technologies, Inc.

Healthcare
58
New
$112.04 - $128.75 $6.5K - $7.47K
58 $7K
BND
Vanguard Bd Index Fd Inc Total

ETFs
103
New
$72.57 - $74.72 $7.47K - $7.7K
103 $7K
VO
Vanguard Mid Cap ETF

ETFs
21
+ 32.31%
$279.83 - $293.74 $5.88K - $6.17K
86 $25K
NVS
Novartis Ag

Healthcare
60
New
$113.5 - $129.73 $6.81K - $7.78K
60 $7K
PII
Polaris Inc.

Consumer Cyclical
4
+ 1.29%
$44.87 - $59.95 $179 - $240
314 $18K
JANX
Janux Therapeutics, Inc.

Healthcare
265
New
$21.77 - $27.75 $5.77K - $7.35K
265 $6K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
60
+ 10.91%
$72.91 - $77.23 $4.37K - $4.63K
610 $46K
BOC
Boston Omaha Corp

Communication Services
500
+ 50.0%
$12.43 - $14.45 $6.22K - $7.23K
1.5K $19K
SLP
Simulations Plus, Inc.

Healthcare
367
New
$12.46 - $18.36 $4.57K - $6.74K
367 $5K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7
+ 0.27%
$23.82 - $25.84 $167 - $181
2.57K $66K
CRWD
Crowd Strike Holdings, Inc.

Technology
12
+ 18.18%
$412.46 - $514.1 $4.95K - $6.17K
78 $38K
NTES
Net Ease, Inc.

Communication Services
27
New
$127.31 - $159.34 $3.44K - $4.3K
27 $4K
BFLY
Butterfly Network, Inc.

Healthcare
2.39K
New
$1.33 - $2.17 $3.18K - $5.19K
2.39K $4K
NRG
Nrg Energy, Inc.

Utilities
25
+ 22.12%
$144.77 - $173.91 $3.62K - $4.35K
138 $22K
AER
Aer Cap Holdings N.V.

Industrials
41
New
$107.25 - $124.42 $4.4K - $5.1K
41 $4K
APH
Amphenol Corp

Technology
39
New
$97.39 - $125.4 $3.8K - $4.89K
39 $4K
CBOE
Cboe Global Markets, Inc.

Financial Services
14
+ 87.5%
$231.35 - $253.24 $3.24K - $3.55K
30 $7K
DUK
Duke Energy Corp

Utilities
32
+ 640.0%
$116.31 - $125.93 $3.72K - $4.03K
37 $4K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
60
+ 24.0%
$52.31 - $56.47 $3.14K - $3.39K
310 $17K
MUB
Ishares National Muni Bond ETF

ETFs
41
New
$103.24 - $106.68 $4.23K - $4.37K
41 $4K
PUK
Prudential PLC

Financial Services
138
+ 54.76%
$24.27 - $28.15 $3.35K - $3.88K
390 $10K
VFH
Vanguard Financial ETF

ETFs
35
New
$125.23 - $132.78 $4.38K - $4.65K
35 $4K
DKNG
Draft Kings Inc.

Consumer Cyclical
261
+ 21.05%
$37.4 - $48.23 $9.76K - $12.6K
1.5K $56K
IONQ
Ion Q, Inc.

Technology
45
+ 346.15%
$36.79 - $75.14 $1.66K - $3.38K
58 $3K
EDV
Vanguard Extended Duration Tre

ETFs
57
New
$63.28 - $69.5 $3.61K - $3.96K
57 $3K
LNTH
Lantheus Holdings, Inc.

Healthcare
60
New
$50.11 - $83.83 $3.01K - $5.03K
60 $3K
SLF
Sun Life Financial Inc

Financial Services
54
New
$56.54 - $66.41 $3.05K - $3.59K
54 $3K
SCHX
Schwab Strategic Tr Us Large C

ETFs
5
+ 0.29%
$24.46 - $26.5 $122 - $133
1.73K $45K
VEU
Vanguard Ftse All World Ex Us

ETFs
3
+ 0.63%
$66.38 - $71.68 $199 - $215
478 $34K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
40
+ 100.0%
$41.53 - $66.18 $1.66K - $2.65K
80 $4K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 4.17%
$696.56 - $806.32 $697 - $806
25 $19K
VNQ
Vanguard Specialized Funds Van

ETFs
36
New
$88.47 - $93.24 $3.18K - $3.36K
36 $3K
SYM
Symbotic Inc.

Financial Services
56
New
$39.68 - $63.21 $2.22K - $3.54K
56 $3K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
160
New
$14.53 - $17.13 $2.32K - $2.74K
160 $2K
STLD
Steel Dynamics Inc

Basic Materials
13
+ 32.5%
N/A
53 $5K
BMY
Bristol Myers Squibb CO

Healthcare
85
+ 8.5%
$43.31 - $48.98 $3.68K - $4.16K
1.09K $48K
SSRM
Ssr Mining Inc.

Basic Materials
111
New
$11.8 - $24.58 $1.31K - $2.73K
111 $2K
SJM
J M Smucker CO

Consumer Defensive
25
New
$102.24 - $113.2 $2.56K - $2.83K
25 $2K
MP
Mp Materials Corp.

Basic Materials
38
New
$30.03 - $77.13 $1.14K - $2.93K
38 $2K
NICE
Nice Ltd.

Technology
14
+ 60.87%
$127.85 - $171.98 $1.79K - $2.41K
37 $5K
OTTR
Otter Tail Corp

Utilities
2
+ 0.6%
$75.29 - $85.97 $151 - $172
333 $27K
RDWR
Radware LTD

Technology
84
New
$24.24 - $30.8 $2.04K - $2.59K
84 $2K
META
Meta Platforms, Inc.

Communication Services
4
+ 2.23%
$695.21 - $791.73 $2.78K - $3.17K
183 $134K
CHKP
Check Point Software Technologies LTD

Technology
12
New
$180.73 - $231.23 $2.17K - $2.77K
12 $2K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
37
+ 68.52%
$57.1 - $70.52 $2.11K - $2.61K
91 $5K
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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