High Mark Wealth Management LLC Incresed Positions in Q2 2025

High Mark Wealth Management LLC

  • $198 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
15.4K
+ 2462.36%
$456.74 - $568.03 $7.05M - $8.77M
16.1K $9.13M
IVV
Ishares Core S&P 500 ETF

ETFs
675
+ 0.62%
$498.8 - $620.9 $337K - $419K
110K $68.4M
TWST
Twist Bioscience Corp

Healthcare
38.2K
+ 12126.98%
$28.16 - $40.27 $1.08M - $1.54M
38.5K $1.42M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
9.15K
+ 2698.23%
$103.88 - $123.68 $950K - $1.13M
9.49K $1.17M
IVE
Ishares S&P 500 Value ETF

ETFs
5.66K
+ 2560.18%
$168.34 - $195.42 $952K - $1.11M
5.88K $1.15M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9.06K
+ 53305.88%
$96.84 - $99.46 $878K - $901K
9.08K $900K
EWTX
Edgewise Therapeutics, Inc.

Healthcare
51.9K
+ 31454.55%
$11.42 - $20.13 $593K - $1.04M
52.1K $682K
MSFT
Microsoft Corp

Technology
584
+ 18.62%
$354.56 - $497.45 $207K - $291K
3.72K $1.85M
NPCE
Neuro Pace Inc

Healthcare
60K
+ 2000.0%
$10.34 - $18.13 $620K - $1.09M
63K $701K
WFC
Wells Fargo & Company

Financial Services
29
+ 0.04%
$60.98 - $80.12 $1.77K - $2.32K
74.8K $6M
XENE
Xenon Pharmaceuticals Inc.

Healthcare
20K
+ 327.87%
$28.23 - $38.37 $565K - $767K
26.1K $816K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.47K
+ 1.72%
$90.56 - $109.49 $133K - $161K
86.7K $9.48M
MO
Altria Group, Inc.

Consumer Defensive
7.32K
+ 3625.74%
$55.56 - $60.91 $407K - $446K
7.53K $441K
AXGN
Axogen, Inc.

Healthcare
62.4K
+ 174.48%
$9.29 - $17.81 $579K - $1.11M
98.1K $1.06M
XEL
Xcel Energy Inc

Utilities
5.46K
+ 73.78%
$65.65 - $72.39 $359K - $395K
12.9K $876K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.08K
+ 1.9%
$51.16 - $62.02 $55.5K - $67.2K
58K $3.6M
EVH
Evolent Health, Inc.

Healthcare
18K
+ 55.77%
$7.21 - $11.26 $130K - $203K
50.3K $566K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
539
+ 83.96%
$483.48 - $539.8 $261K - $291K
1.18K $573K
PG
Procter & Gamble CO

Consumer Defensive
1.6K
+ 45.24%
$157.66 - $172.39 $253K - $276K
5.14K $819K
MMM
3 M CO

Industrials
1.11K
+ 12.77%
$126.09 - $154.15 $140K - $171K
9.8K $1.49M
SIBN
Si Bone, Inc.

Healthcare
5.6K
+ 29.47%
$13.05 - $19.71 $73.1K - $110K
24.6K $462K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
95
+ 0.12%
$81.46 - $94.63 $7.74K - $8.99K
77.3K $7.31M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.2K
+ 253.98%
$22.27 - $29.21 $116K - $152K
7.25K $211K
AAPL
Apple Inc.

Technology
1.28K
+ 18.19%
$172.42 - $223.89 $221K - $287K
8.34K $1.71M
UBER
Uber Technologies, Inc

Technology
1.01K
+ 54.61%
$64.62 - $93.3 $65K - $93.9K
2.85K $265K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.26K
+ 123.89%
$45.88 - $54.4 $104K - $123K
4.09K $222K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.19K
+ 175.44%
$99.37 - $134.05 $119K - $160K
1.87K $212K
AMZN
Amazon Com Inc

Consumer Cyclical
71
+ 2.03%
$167.32 - $223.3 $11.9K - $15.9K
3.57K $783K
MDT
Medtronic PLC

Healthcare
1.33K
+ 461.59%
$80.68 - $88.86 $108K - $119K
1.62K $141K
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.15K
+ 283.42%
$83.54 - $100.04 $95.7K - $115K
1.55K $154K
ABNB
Airbnb, Inc.

Consumer Cyclical
688
+ 137.6%
$105.69 - $140.64 $72.7K - $96.8K
1.19K $157K
CVS
Cvs Health Corp

Healthcare
1.38K
+ 266.92%
$60.04 - $70.18 $82.9K - $96.8K
1.9K $130K
CVX
Chevron Corp

Energy
575
+ 1026.79%
$133.73 - $168.51 $76.9K - $96.9K
631 $90K
PLTR
Palantir Technologies Inc.

Technology
20
+ 1.39%
$74.01 - $144.25 $1.48K - $2.89K
1.46K $199K
ADBE
Adobe Inc.

Technology
195
+ 224.14%
$340.0 - $420.68 $66.3K - $82K
282 $109K
AVGO
Broadcom Inc.

Technology
211
+ 206.86%
$146.29 - $275.65 $30.9K - $58.2K
313 $86K
VKTX
Viking Therapeutics, Inc.

Healthcare
2K
+ 42.92%
$19.98 - $29.49 $40K - $59K
6.66K $176K
CSCO
Cisco Systems, Inc.

Technology
754
+ 79.96%
$53.19 - $69.38 $40.1K - $52.3K
1.7K $117K
PFE
Pfizer Inc

Healthcare
2.35K
+ 123.75%
$21.59 - $24.84 $50.7K - $58.4K
4.25K $102K
LMT
Lockheed Martin Corp

Industrials
106
+ 132.5%
$430.82 - $486.45 $45.7K - $51.6K
186 $86K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.12K
+ 56.69%
$24.32 - $27.87 $51.4K - $58.9K
5.85K $154K
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
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
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
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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