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
UPS
United Parcel Service Inc

Industrials
40
+ 40.4%
$82.58 - $105.54 $3.3K - $4.22K
139 $11K
EQT
Eqt Corp

Energy
37
+ 27.61%
$49.19 - $59.19 $1.82K - $2.19K
171 $9K
DT
Dynatrace, Inc.

Technology
52
+ 64.2%
$46.04 - $56.64 $2.39K - $2.95K
133 $6K
AVY
Avery Dennison Corp

Industrials
16
New
$158.71 - $184.63 $2.54K - $2.95K
16 $2K
BTG
B2 Gold Corp

Basic Materials
419
New
$3.32 - $4.96 $1.39K - $2.08K
419 $2K
HBM
Hudbay Minerals Inc.

Basic Materials
143
New
$9.06 - $15.21 $1.3K - $2.18K
143 $2K
EBR
Brazilian Electric Power CO

Utilities
142
New
$6.75 - $9.92 $959 - $1.41K
142 $1K
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.42%
$139.5 - $153.94 $140 - $154
238 $36K
KT
Kt Corp

Communication Services
84
+ 80.77%
$19.32 - $21.38 $1.62K - $1.8K
188 $3K
CGNT
Cognyte Software Ltd.

Technology
138
New
$8.19 - $9.53 $1.13K - $1.32K
138 $1K
RDY
Dr Reddys Laboratories LTD

Healthcare
101
New
$13.33 - $15.08 $1.35K - $1.52K
101 $1K
INDB
Independent Bank Corp

Financial Services
2
+ 1.1%
$62.06 - $72.84 $124 - $146
184 $12K
BNDX
Vanguard Total International B

ETFs
28
+ 2800.0%
$49.0 - $49.51 $1.37K - $1.39K
29 $1K
FDVV
Fidelity High Dividend ETF

ETFs
1
+ 0.48%
$52.42 - $55.71 $52.4 - $55.7
209 $11K
RNW
Re New Energy Global PLC

Utilities
219
New
$6.81 - $7.85 $1.49K - $1.72K
219 $1K
TD
Toronto Dominion Bank

Financial Services
19
New
$72.55 - $79.95 $1.38K - $1.52K
19 $1K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 50.0%
$435.72 - $463.74 $436 - $464
3 $1K
STVN
Stevanato Group S.P.A.

Healthcare
1
+ 0.18%
$21.65 - $27.95 $21.7 - $28
552 $14K
DD
Du Pont De Nemours, Inc.

Basic Materials
1
+ 2.56%
$69.9 - $78.26 $69.9 - $78.3
40 $3K
CLX
Clorox CO

Consumer Defensive
11
+ 20.75%
$117.67 - $131.43 $1.29K - $1.45K
64 $7K
SLB
Schlumberger Limited

Energy
27
+ 36.99%
$32.37 - $37.31 $874 - $1.01K
100 $3K
KRE
Spdr S&P Regional Banking ETF

ETFs
1
+ 0.48%
$58.82 - $66.17 $58.8 - $66.2
208 $13K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
27
+ 23.48%
$50.98 - $67.62 $1.38K - $1.83K
142 $8K
RGLD
Royal Gold Inc

Basic Materials
5
+ 41.67%
$151.42 - $200.58 $757 - $1K
17 $3K
HOOD
Robinhood Markets, Inc.

Technology
5
+ 100.0%
$91.27 - $143.18 $456 - $716
10 $1K
RHI
Robert Half International Inc.

Industrials
78
+ 51.66%
$33.49 - $43.03 $2.61K - $3.36K
229 $7K
RIO
Rio Tinto PLC

Basic Materials
3
+ 2.83%
$57.66 - $66.01 $173 - $198
109 $7K
NXPI
Nxp Semiconductors N.V.

Technology
5
New
$205.16 - $239.07 $1.03K - $1.2K
5 $1K
VLUE
Ishares Msci Usa Value Factor

ETFs
3
+ 8.82%
$111.55 - $125.05 $335 - $375
37 $4K
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
35
+ 175.0%
$20.62 - $30.81 $722 - $1.08K
55 $1K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
3
+ 0.83%
$13.29 - $16.05 $39.9 - $48.2
364 $5K
ALC
Alcon Inc

Healthcare
15
+ 50.0%
$73.24 - $92.22 $1.1K - $1.38K
45 $3K
ING
Ing Groep Nv

Financial Services
2
+ 1.13%
$22.0 - $26.08 $44 - $52.2
179 $4K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
11
+ 0.94%
$82.38 - $83.0 $906 - $913
1.18K $98K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 1.64%
$192.76 - $203.86 $193 - $204
62 $12K
KB
Kb Financial Group Inc.

Financial Services
24
New
$77.68 - $90.36 $1.86K - $2.17K
24 $1K
IHF
Ishares Tr

ETFs
1
+ 0.07%
$40.81 - $49.43 $40.8 - $49.4
1.5K $74K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
1
+ 2.08%
$20.22 - $21.71 $20.2 - $21.7
49 $1K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1
+ 2.17%
$182.33 - $194.5 $182 - $195
47 $9K
IWB
Ishares Tr Russell 1000 ETF

ETFs
5
New
$339.37 - $366.46 $1.7K - $1.83K
5 $1K
IWP
Ishares Russell Mid Cap Growth

ETFs
5
+ 3.55%
$137.51 - $145.26 $688 - $726
146 $20K
NOV
Nov Inc.

Energy
3
+ 0.66%
$11.88 - $14.16 $35.6 - $42.5
461 $6K
IFS
Intercorp Financial Services Inc.

Financial Services
43
New
$35.71 - $41.97 $1.54K - $1.8K
43 $1K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3
+ 15.0%
$236.25 - $257.69 $709 - $773
23 $5K
TTD
Trade Desk, Inc.

Technology
235
+ 49.16%
$43.93 - $89.76 $10.3K - $21.1K
713 $34K
Chargepoint Holdings Inc
11
New
N/A
11 $0
CRH.L
Crh PLC

Basic Materials
37
New
N/A
37 $0
Coreweave Inc
200
New
N/A
200 $0
Ww Intl Inc
1
New
N/A
1 $0
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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