High Mark Wealth Management LLC New Holdings in Q3 2025

High Mark Wealth Management LLC

  • $217 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
159
New
$275.84 - $326.36 $43.9K - $51.9K
159 $51K
SG
Sweetgreen, Inc.

Consumer Cyclical
2.91K
New
$7.98 - $16.26 $23.3K - $47.4K
2.91K $23K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
3.5K
New
$4.73 - $8.22 $16.6K - $28.8K
3.5K $22K
LYFT
Lyft, Inc.

Technology
1K
New
$13.41 - $22.93 $13.4K - $22.9K
1K $22K
ADMA
Adma Biologics, Inc.

Healthcare
885
New
$14.66 - $19.91 $13K - $17.6K
885 $12K
NVS
Novartis Ag

Healthcare
60
New
$113.5 - $129.73 $6.81K - $7.78K
60 $7K
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
JANX
Janux Therapeutics, Inc.

Healthcare
265
New
$21.77 - $27.75 $5.77K - $7.35K
265 $6K
SLP
Simulations Plus, Inc.

Healthcare
367
New
$12.46 - $18.36 $4.57K - $6.74K
367 $5K
BFLY
Butterfly Network, Inc.

Healthcare
2.39K
New
$1.33 - $2.17 $3.18K - $5.19K
2.39K $4K
APH
Amphenol Corp

Technology
39
New
$97.39 - $125.4 $3.8K - $4.89K
39 $4K
MUB
Ishares National Muni Bond ETF

ETFs
41
New
$103.24 - $106.68 $4.23K - $4.37K
41 $4K
NTES
Net Ease, Inc.

Communication Services
27
New
$127.31 - $159.34 $3.44K - $4.3K
27 $4K
AER
Aer Cap Holdings N.V.

Industrials
41
New
$107.25 - $124.42 $4.4K - $5.1K
41 $4K
LNTH
Lantheus Holdings, Inc.

Healthcare
60
New
$50.11 - $83.83 $3.01K - $5.03K
60 $3K
EDV
Vanguard Extended Duration Tre

ETFs
57
New
$63.28 - $69.5 $3.61K - $3.96K
57 $3K
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
SLF
Sun Life Financial Inc

Financial Services
54
New
$56.54 - $66.41 $3.05K - $3.59K
54 $3K
MP
Mp Materials Corp.

Basic Materials
38
New
$30.03 - $77.13 $1.14K - $2.93K
38 $2K
RDWR
Radware LTD

Technology
84
New
$24.24 - $30.8 $2.04K - $2.59K
84 $2K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
160
New
$14.53 - $17.13 $2.32K - $2.74K
160 $2K
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
CHKP
Check Point Software Technologies LTD

Technology
12
New
$180.73 - $231.23 $2.17K - $2.77K
12 $2K
HBM
Hudbay Minerals Inc.

Basic Materials
143
New
$9.06 - $15.21 $1.3K - $2.18K
143 $2K
BTG
B2 Gold Corp

Basic Materials
419
New
$3.32 - $4.96 $1.39K - $2.08K
419 $2K
AVY
Avery Dennison Corp

Industrials
16
New
$158.71 - $184.63 $2.54K - $2.95K
16 $2K
RNW
Re New Energy Global PLC

Utilities
219
New
$6.81 - $7.85 $1.49K - $1.72K
219 $1K
NXPI
Nxp Semiconductors N.V.

Technology
5
New
$205.16 - $239.07 $1.03K - $1.2K
5 $1K
RDY
Dr Reddys Laboratories LTD

Healthcare
101
New
$13.33 - $15.08 $1.35K - $1.52K
101 $1K
IFS
Intercorp Financial Services Inc.

Financial Services
43
New
$35.71 - $41.97 $1.54K - $1.8K
43 $1K
KB
Kb Financial Group Inc.

Financial Services
24
New
$77.68 - $90.36 $1.86K - $2.17K
24 $1K
IWB
Ishares Tr Russell 1000 ETF

ETFs
5
New
$339.37 - $366.46 $1.7K - $1.83K
5 $1K
TD
Toronto Dominion Bank

Financial Services
19
New
$72.55 - $79.95 $1.38K - $1.52K
19 $1K
EBR
Brazilian Electric Power CO

Utilities
142
New
$6.75 - $9.92 $959 - $1.41K
142 $1K
CGNT
Cognyte Software Ltd.

Technology
138
New
$8.19 - $9.53 $1.13K - $1.32K
138 $1K
IHS
Ihs Holding LTD

Communication Services
240
New
$5.8 - $7.61 $1.39K - $1.83K
240 $1K
Celestica Inc
11
New
N/A
11 $0
Tko Group Holdings Inc
33
New
N/A
33 $0
TSCO
Tractor Supply CO

Consumer Cyclical
9
New
$54.08 - $62.65 $487 - $564
9 $0
Tidal Trust Ii
819
New
N/A
819 $0
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
0
New
$473.44 - $553.71 $0 - $0
0 $0
Blue Gold LTD
30
New
N/A
30 $0
IMTM
Ishares Msci Intl Momentum Fac

ETFs
7
New
$44.58 - $48.01 $312 - $336
7 $0
VTV
Vanguard Value ETF

ETFs
1
New
$175.51 - $186.57 $176 - $187
1 $0
Aqua Metals Inc
100
New
N/A
100 $0
Abivax Sa
280
New
N/A
280 $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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