High Mark Wealth Management LLC Portfolio Holdings

High Mark Wealth Management LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $182 Million distributed in 596 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 $63.9M, Msci Eafe Value ETF with a value of $14.7M, Ishares Russell 2000 ETF with a value of $13M, Ishares Core S&P Sm Cap ETF with a value of $9.93M, and Ishares Core S&P U.S. Value Et with a value of $7.58M.

Examining the 13F form we can see an increase of $16.4M in the current position value, from $165M to 182M. Also it can be appreciated an additional of 39 stocks purchases and 2 closed positions.

Below you can find more details about High Mark Wealth Management LLC portfolio as well as his latest detailed transactions.