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
FAST
Fastenal CO

Industrials
2.21K
+ 106.11%
$40.65 - $83.16 $89.7K - $184K
4.29K $180K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.02%
$233.83 - $276.34 $234 - $276
5.57K $1.49M
TTD
Trade Desk, Inc.

Technology
151
+ 46.18%
$45.27 - $79.4 $6.84K - $12K
478 $34K
TMO
Thermo Fisher Scientific Inc.

Healthcare
45
+ 140.63%
$390.26 - $489.06 $17.6K - $22K
77 $31K
T
At&T Inc.

Communication Services
494
+ 20.5%
$26.33 - $28.94 $13K - $14.3K
2.9K $84K
IWF
Ishares Russell 1000 Gr ETF

ETFs
26
+ 60.47%
$320.42 - $424.58 $8.33K - $11K
69 $29K
BA
Boeing CO

Industrials
27
+ 13.57%
$136.59 - $217.51 $3.69K - $5.87K
226 $47K
VEA
Vanguard Ftse Developed Market

ETFs
149
+ 21.85%
$45.65 - $57.01 $6.8K - $8.49K
831 $47K
HBAN
Huntington Bancshares Inc

Financial Services
64
+ 1.05%
$12.49 - $16.76 $799 - $1.07K
6.13K $102K
ACWI
Ishares Msci Acwi ETF

ETFs
7
+ 0.8%
$103.59 - $128.6 $725 - $900
877 $112K
WBS
Webster Financial Corp

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

Financial Services
52
+ 4.69%
$9.5 - $18.21 $494 - $947
1.16K $21K
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
BAC
Bank Of America Corp

Financial Services
47
+ 4.43%
$34.39 - $47.46 $1.62K - $2.23K
1.11K $52K
KGC
Kinross Gold Corp

Basic Materials
4
+ 0.16%
$11.79 - $15.85 $47.2 - $63.4
2.44K $38K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
105
+ 21.13%
$39.89 - $49.46 $4.19K - $5.19K
602 $29K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8
+ 0.31%
$19.1 - $23.83 $153 - $191
2.56K $61K
PII
Polaris Inc.

Consumer Cyclical
180
+ 138.46%
$31.97 - $42.61 $5.75K - $7.67K
310 $12K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
3
+ 2.33%
$139.8 - $197.22 $419 - $592
132 $26K
AMGN
Amgen Inc

Healthcare
21
+ 87.5%
$262.28 - $309.85 $5.51K - $6.51K
45 $12K
VIG
Vanguard Dividend Appreciation

ETFs
24
+ 12.97%
N/A
209 $38K
MSI
Motorola Solutions, Inc.

Technology
14
+ 280.0%
$394.72 - $440.39 $5.53K - $6.17K
19 $7K
SCHX
Schwab Strategic Tr Us Large C

ETFs
5
+ 0.29%
$19.6 - $24.44 $98 - $122
1.73K $42K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
4
+ 7.41%
$49.95 - $128.54 $200 - $514
58 $7K
BSX
Boston Scientific Corp

Healthcare
24
+ 14.63%
$89.7 - $107.41 $2.15K - $2.58K
188 $20K
SCHW
Schwab Charles Corp

Financial Services
26
+ 20.63%
$69.06 - $91.24 $1.8K - $2.37K
152 $13K
VEU
Vanguard Ftse All World Ex Us

ETFs
3
+ 0.64%
$54.19 - $67.22 $163 - $202
475 $31K
TLRY
Tilray Brands, Inc.

Healthcare
7K
+ 1489.36%
$0.36 - $0.65 $2.52K - $4.55K
7.47K $3K
NBIX
Neurocrine Biosciences Inc

Healthcare
18
+ 46.15%
$87.54 - $128.18 $1.58K - $2.31K
57 $7K
VTRS
Viatris Inc

Healthcare
289
+ 136.97%
$7.26 - $9.12 $2.1K - $2.64K
500 $4K
INTC
Intel Corp

Technology
100
+ 45.66%
$18.13 - $22.69 $1.81K - $2.27K
319 $7K
CSX
Csx Corp

Industrials
65
+ 24.9%
$26.69 - $32.91 $1.73K - $2.14K
326 $10K
IBKR
Interactive Brokers Group, Inc.

Financial Services
150
+ 319.15%
$50.53 - $212.53 $7.58K - $31.9K
197 $10K
PYPL
Pay Pal Holdings, Inc.

Financial Services
25
+ 31.25%
$57.41 - $74.81 $1.44K - $1.87K
105 $7K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
6
+ 1.29%
$37.51 - $45.52 $225 - $273
470 $21K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
34
+ 170.0%
$58.52 - $71.7 $1.99K - $2.44K
54 $3K
IXUS
Ishares Tr

ETFs
26
+ 56.52%
$62.37 - $77.63 $1.62K - $2.02K
72 $5K
STE
Steris PLC

Healthcare
1
+ 0.74%
$208.55 - $252.55 $209 - $253
137 $32K
CRM
Salesforce, Inc.

Technology
9
+ 47.37%
$236.26 - $291.15 $2.13K - $2.62K
28 $7K
VZ
Verizon Communications Inc

Communication Services
49
+ 64.47%
$41.67 - $45.62 $2.04K - $2.24K
125 $5K
BALL
Ball Corp

Consumer Cyclical
25
+ 18.66%
$44.94 - $56.99 $1.12K - $1.42K
159 $8K
AA
Alcoa Corp

Basic Materials
74
+ 58.27%
$22.57 - $30.84 $1.67K - $2.28K
201 $5K
WRE
Washington Real Estate Investment Trust
3
+ 0.89%
N/A
339 $6K
QCOM
Qualcomm Inc

Technology
1
+ 2.27%
$124.66 - $159.48 $125 - $159
45 $7K
EBAY
Ebay Inc

Consumer Cyclical
1
+ 0.9%
$59.52 - $79.36 $59.5 - $79.4
112 $8K
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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