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
EQT
Eqt Corp

Energy
54
+ 67.5%
$46.16 - $54.25 $2.49K - $2.93K
134 $7K
VUG
Vanguard Growth ETF

ETFs
16
+ 32.0%
$369.1 - $427.61 $5.91K - $6.84K
66 $24K
BA
Boeing CO

Industrials
35
+ 21.34%
$148.15 - $186.25 $5.19K - $6.52K
199 $33K
KMX
Carmax Inc

Consumer Cyclical
60
New
$69.25 - $89.19 $4.16K - $5.35K
60 $4K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2
+ 0.27%
$58.01 - $64.46 $116 - $129
731 $45K
MDT
Medtronic PLC

Healthcare
12
+ 4.33%
$79.84 - $94.5 $958 - $1.13K
289 $25K
TWST
Twist Bioscience Corp

Healthcare
100
+ 46.51%
$36.71 - $54.07 $3.67K - $5.41K
315 $12K
DLTR
Dollar Tree, Inc.

Consumer Defensive
50
New
$61.92 - $76.95 $3.1K - $3.85K
50 $3K
KKR
Kkr & Co. Inc.

Financial Services
30
+ 375.0%
$108.17 - $167.07 $3.25K - $5.01K
38 $4K
QQQ
Invesco Qqq Trust, Series 1

ETFs
45
+ 11.06%
$468.34 - $539.52 $21.1K - $24.3K
452 $211K
VEU
Vanguard Ftse All World Ex Us

ETFs
2
+ 0.43%
$56.51 - $62.98 $113 - $126
472 $28K
MTH
Meritage Homes Corp

Consumer Cyclical
54
+ 337.5%
$69.41 - $152.01 $3.75K - $8.21K
70 $4K
BALL
Ball Corp

Consumer Cyclical
51
+ 61.45%
$49.04 - $56.53 $2.5K - $2.88K
134 $6K
MU
Micron Technology Inc

Technology
11
+ 3.21%
$86.89 - $109.38 $956 - $1.2K
354 $30K
SCHW
Schwab Charles Corp

Financial Services
23
+ 22.33%
$71.24 - $83.64 $1.64K - $1.92K
126 $9K
VEA
Vanguard Ftse Developed Market

ETFs
3
+ 0.44%
$47.4 - $52.99 $142 - $159
682 $34K
CHWY
Chewy, Inc.

Consumer Cyclical
65
New
$31.83 - $39.8 $2.07K - $2.59K
65 $2K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
10
New
$203.38 - $274.79 $2.03K - $2.75K
10 $2K
MO
Altria Group, Inc.

Consumer Defensive
3
+ 1.51%
$50.81 - $60.02 $152 - $180
202 $12K
CBOE
Cboe Global Markets, Inc.

Financial Services
6
+ 23.08%
$190.84 - $226.29 $1.15K - $1.36K
32 $7K
UPS
United Parcel Service Inc

Industrials
28
+ 36.84%
$109.66 - $136.26 $3.07K - $3.82K
104 $11K
LYFT
Lyft, Inc.

Technology
98
New
$11.27 - $15.12 $1.1K - $1.48K
98 $1K
LKQ
Lkq Corp

Consumer Cyclical
1
+ 0.62%
$36.24 - $44.05 $36.2 - $44.1
163 $6K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
5
+ 1.09%
$39.65 - $43.35 $198 - $217
464 $19K
VZ
Verizon Communications Inc

Communication Services
1
+ 1.33%
$37.81 - $46.49 $37.8 - $46.5
76 $3K
PFE
Pfizer Inc

Healthcare
120
+ 6.75%
$25.01 - $27.13 $3K - $3.26K
1.9K $48K
MAA
Mid America Apartment Communities Inc.

Real Estate
2
+ 3.23%
$146.9 - $170.92 $294 - $342
64 $10K
ROKU
Roku, Inc

Communication Services
17
New
$67.36 - $99.07 $1.15K - $1.68K
17 $1K
TOL
Toll Brothers, Inc.

Consumer Cyclical
10
New
$103.02 - $140.69 $1.03K - $1.41K
10 $1K
TW
Tradeweb Markets Inc.

Financial Services
8
+ 34.78%
$123.42 - $148.46 $987 - $1.19K
31 $4K
RELX
Relx PLC

Communication Services
9
+ 12.16%
$45.34 - $51.91 $408 - $467
83 $4K
O
Realty Income Corp

Real Estate
1
+ 0.93%
$51.67 - $58.49 $51.7 - $58.5
109 $6K
VB
Vanguard Small Cap ETF

ETFs
23
+ 9.58%
$217.89 - $252.64 $5.01K - $5.81K
263 $58K
NEE
Nextera Energy Inc

Utilities
18
+ 12.77%
$66.96 - $76.16 $1.21K - $1.37K
159 $11K
NGG
National Grid PLC

Utilities
2
+ 2.17%
$56.13 - $65.61 $112 - $131
94 $6K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1
+ 0.2%
$42.5 - $46.71 $42.5 - $46.7
497 $22K
META
Meta Platforms, Inc.

Communication Services
5
+ 2.96%
$576.36 - $736.67 $2.88K - $3.68K
174 $100K
IEMG
Ishares Inc

ETFs
5
+ 0.71%
N/A
711 $38K
HSY
Hershey CO

Consumer Defensive
7
+ 38.89%
$144.74 - $186.36 $1.01K - $1.3K
25 $4K
CYBR
Cyber Ark Software Ltd.

Technology
3
New
$312.8 - $414.31 $938 - $1.24K
3 $1K
BTI
British American Tobacco P.L.C.

Consumer Defensive
32
New
$35.35 - $42.74 $1.13K - $1.37K
32 $1K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
6
+ 18.75%
$73.71 - $87.55 $442 - $525
38 $3K
ING
Ing Groep Nv

Financial Services
51
+ 37.78%
$15.51 - $20.74 $791 - $1.06K
186 $3K
CLX
Clorox CO

Consumer Defensive
14
+ 26.92%
$141.76 - $162.89 $1.98K - $2.28K
66 $9K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
20
New
$46.15 - $63.53 $923 - $1.27K
20 $1K
QBTS
D Wave Quantum Inc.

Technology
200
New
$3.83 - $11.18 $766 - $2.24K
200 $1K
EPD
Enterprise Products Partners L.P.

Energy
2
+ 0.46%
$31.75 - $34.14 $63.5 - $68.3
433 $14K
IEO
Ishares Tr

ETFs
1
+ 0.57%
$86.02 - $99.13 $86 - $99.1
175 $16K
ACWI
Ishares Msci Acwi ETF

ETFs
11
+ 1.28%
$115.16 - $124.13 $1.27K - $1.37K
870 $101K
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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