High Mark Wealth Management LLC Purchases in Q4 2024

High Mark Wealth Management LLC

  • $173 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.43%
$130.36 - $139.54 $130 - $140
236 $31K
SMIN
Ishares Msci India Small Cap I

ETFs
13
+ 6.84%
$75.68 - $86.0 $984 - $1.12K
203 $15K
ACWI
Ishares Msci Acwi ETF

ETFs
11
+ 1.3%
$117.05 - $123.03 $1.29K - $1.35K
859 $100K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
211
+ 104.46%
$18.41 - $40.87 $3.88K - $8.62K
413 $7K
XLE
Energy Sector Spdr

ETFs
1
+ 0.12%
$83.32 - $97.27 $83.3 - $97.3
870 $74K
F
Ford Motor CO

Consumer Cyclical
34
+ 0.96%
$9.69 - $11.4 $329 - $388
3.57K $35K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11
+ 2.27%
$44.04 - $49.49 $484 - $544
496 $21K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
7
+ 3.2%
$64.29 - $75.41 $450 - $528
226 $14K
PSX
Phillips 66

Energy
1
+ 1.18%
$110.35 - $138.93 $110 - $139
86 $9K
IYH
Ishares Tr

ETFs
1
+ 0.33%
$57.53 - $65.24 $57.5 - $65.2
302 $17K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
37
+ 5.35%
$58.88 - $64.8 $2.18K - $2.4K
729 $42K
VEA
Vanguard Ftse Developed Market

ETFs
10
+ 1.49%
$47.57 - $52.44 $476 - $524
679 $32K
GE
General Electric CO

Industrials
1
+ 0.82%
$159.95 - $194.23 $160 - $194
123 $20K
VEU
Vanguard Ftse All World Ex Us

ETFs
7
+ 1.51%
$57.29 - $63.1 $401 - $442
470 $26K
MU
Micron Technology Inc

Technology
39
+ 12.83%
$84.16 - $113.41 $3.28K - $4.42K
343 $28K
WPM
Wheaton Precious Metals Corp.

Basic Materials
2
+ 0.19%
$56.08 - $68.53 $112 - $137
1.03K $57K
TGT
Target Corp

Consumer Defensive
3
+ 0.84%
$121.59 - $160.69 $365 - $482
361 $48K
KO
Coca Cola CO

Consumer Defensive
11
+ 1.18%
$61.74 - $71.71 $679 - $789
947 $58K
IHF
Ishares Tr

ETFs
1
+ 0.07%
$47.41 - $56.83 $47.4 - $56.8
1.5K $72K
VKTX
Viking Therapeutics, Inc.

Healthcare
1.26K
+ 42.0%
$38.28 - $78.03 $48.2K - $98.3K
4.26K $171K
UNH
Unitedhealth Group Inc

Healthcare
10
+ 3.15%
$485.52 - $625.25 $4.86K - $6.25K
327 $165K
BBY
Best Buy CO Inc

Consumer Cyclical
22
+ 0.97%
$85.2 - $101.35 $1.87K - $2.23K
2.29K $196K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7
+ 0.01%
$113.92 - $127.38 $797 - $892
84.9K $9.78M
EVH
Evolent Health, Inc.

Healthcare
11.8K
+ 57.63%
$10.71 - $27.14 $126K - $320K
32.3K $363K
PFMT
Performant Financial Corp

Industrials
1K
+ 0.13%
$2.92 - $4.28 $2.92K - $4.28K
787K $2.38M
Activity Summary
Buys All Purchases 176 New Holdings 45 Increased Positions 131 Sells All Sells 100 Reductions 99 Sold out 1 Options Calls 0 Puts 0
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