High Mark Wealth Management LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $166 Million distributed in 574 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 $61.5M, Msci Eafe Value ETF with a value of $14.6M, Ishares Russell 2000 ETF with a value of $11.4M, Ishares Core S&P Sm Cap ETF with a value of $8.92M, and Ishares Core S&P U.S. Value Et with a value of $7.12M.
Examining the 13F form we can see an decrease of $6.86M in the current position value, from $173M to 166M.
Below you can find more details about High Mark Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$166 Million
ETFs: $117 Million
Healthcare: $21.6 Million
Financial Services: $9.98 Million
Technology: $5.72 Million
Industrials: $4.57 Million
Consumer Cyclical: $2.33 Million
Consumer Defensive: $1.73 Million
Communication Services: $825,000
Other: $2.08 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
