High Mark Wealth Management LLC has filed its 13F form on July 29, 2024 for Q2 2024 where it was disclosed a total value porftolio of $165 Million distributed in 587 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $60.3M, Msci Eafe Value ETF with a value of $14M, Ishares Russell 2000 ETF with a value of $12.3M, Ishares Core S&P Sm Cap ETF with a value of $9.04M, and Ishares Core S&P U.S. Value Et with a value of $7.05M.
Examining the 13F form we can see an increase of $4.58M in the current position value, from $161M to 165M.
Below you can find more details about High Mark Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$165 Million
ETFs: $124 Million
Healthcare: $15.1 Million
Financial Services: $8.25 Million
Technology: $6.26 Million
Industrials: $4.69 Million
Consumer Defensive: $1.91 Million
Consumer Cyclical: $1.83 Million
Communication Services: $1.04 Million
Other: $2.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
