High Mark Wealth Management LLC Sells in Q4 2024

High Mark Wealth Management LLC

  • $173 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIDU
Baidu, Inc.

Communication Services
-25
- 24.51%
$80.33 - $115.13 $2.01K - $2.88K
77 $6K
NEE
Nextera Energy Inc

Utilities
-33
- 18.97%
$69.77 - $85.43 $2.3K - $2.82K
141 $10K
PM
Philip Morris International Inc.

Consumer Defensive
-34
- 23.78%
$118.38 - $133.06 $4.02K - $4.52K
109 $13K
HAS
Hasbro, Inc.

Consumer Cyclical
-34
- 22.82%
$55.71 - $72.94 $1.89K - $2.48K
115 $6K
FAST
Fastenal CO

Industrials
-62
- 2.89%
$69.99 - $84.35 $4.34K - $5.23K
2.08K $149K
VZ
Verizon Communications Inc

Communication Services
-47
- 38.52%
$39.6 - $45.21 $1.86K - $2.12K
75 $2K
VTRS
Viatris Inc

Healthcare
-285
- 57.81%
$11.32 - $13.37 $3.23K - $3.81K
208 $2K
SLB
Schlumberger Limited

Energy
-48
- 19.51%
$36.83 - $45.59 $1.77K - $2.19K
198 $7K
SBUX
Starbucks Corp

Consumer Cyclical
-1
- 0.25%
$87.44 - $102.5 $87.4 - $103
405 $36K
TLRY
Tilray Brands, Inc.

Healthcare
-1.53K
- 76.5%
$1.16 - $1.77 $1.77K - $2.71K
470 $0
HII
Huntington Ingalls Industries, Inc.

Industrials
-5
- 15.63%
$184.96 - $264.65 $925 - $1.32K
27 $5K
INVH
Invitation Homes Inc.

Real Estate
-21
- 8.11%
$31.4 - $34.69 $659 - $728
238 $7K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-33
- 25.58%
$83.95 - $99.75 $2.77K - $3.29K
96 $8K
BALL
Ball Corp

Consumer Cyclical
-9
- 9.78%
$54.84 - $67.94 $494 - $611
83 $4K
EOG
Eog Resources Inc

Energy
-14
- 28.0%
$118.22 - $136.54 $1.66K - $1.91K
36 $4K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-25
- 23.81%
$77.25 - $91.3 $1.93K - $2.28K
80 $6K
JCI
Johnson Controls International PLC

Industrials
-27
- 18.12%
$74.23 - $86.6 $2K - $2.34K
122 $9K
MAA
Mid America Apartment Communities Inc.

Real Estate
-12
- 16.22%
$149.17 - $165.2 $1.79K - $1.98K
62 $9K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-30
- 31.58%
$138.3 - $192.95 $4.15K - $5.79K
65 $11K
ABBV
Abb Vie Inc.

Healthcare
-4
- 5.06%
$164.99 - $203.87 $660 - $815
75 $13K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-15
- 25.42%
$180.39 - $205.43 $2.71K - $3.08K
44 $8K
ING
Ing Groep Nv

Financial Services
-67
- 33.17%
$15.1 - $17.73 $1.01K - $1.19K
135 $2K
CMS
Cms Energy Corp

Utilities
-1
- 0.85%
$65.76 - $71.94 $65.8 - $71.9
117 $7K
CSX
Csx Corp

Industrials
-24
- 8.42%
$31.58 - $36.88 $758 - $885
261 $8K
CBOE
Cboe Global Markets, Inc.

Financial Services
-5
- 16.13%
$191.61 - $217.84 $958 - $1.09K
26 $5K
RIOT
Riot Blockchain, Inc.

Technology
-100
- 62.5%
$7.08 - $14.97 $708 - $1.5K
60 $0
FCX
Freeport Mcmoran Inc

Basic Materials
-9
- 21.95%
$38.08 - $50.82 $343 - $457
32 $1K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-1
- 12.5%
$1146.59 - $1270.6 $1.15K - $1.27K
7 $8K
DWAC
Digital World Acquisition Corp.

Financial Services
-275
- 33.13%
N/A
555 $0
Amplify ETF Tr
-11.7K
- 75.67%
N/A
3.76K $0
BUZZ
Vaneck ETF Tr Vaneck Social Se
-400
- 79.21%
N/A
105 $0
MCK
Mckesson Corp

Healthcare
-4
- 20.0%
$482.27 - $628.5 $1.93K - $2.51K
16 $9K
BSX
Boston Scientific Corp

Healthcare
-11
- 6.08%
$83.62 - $91.5 $920 - $1.01K
170 $15K
APPS
Digital Turbine, Inc.

Technology
-150
- 48.39%
$1.21 - $3.7 $182 - $555
160 $0
Solventum Corp
-272
- 11.18%
N/A
2.16K $0
AON
Aon PLC

Financial Services
-1
- 10.0%
$344.14 - $393.31 $344 - $393
9 $3K
Ishares Bitcoin Trust ETF
-210
- 31.82%
N/A
450 $0
CLX
Clorox CO

Consumer Defensive
-3
- 5.45%
$156.51 - $169.74 $470 - $509
52 $8K
EMR
Emerson Electric CO

Industrials
-1
- 1.05%
$108.13 - $134.33 $108 - $134
94 $11K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-103
- 17.91%
$7.33 - $12.37 $755 - $1.27K
472 $5K
SHOP
Shopify Inc.

Technology
-13
- 2.95%
$78.14 - $119.49 $1.02K - $1.55K
428 $45K
GOOG
Alphabet Inc.

Communication Services
-100
- 7.58%
$163.08 - $198.16 $16.3K - $19.8K
1.22K $232K
V
Visa Inc.

Financial Services
-1
- 0.21%
$273.87 - $320.91 $274 - $321
465 $146K
GOOGL
Alphabet Inc.

Communication Services
-2
- 0.18%
$161.86 - $196.66 $324 - $393
1.11K $209K
CNTA
Centessa Pharmaceuticals PLC

Healthcare
-1K
- 0.6%
$15.04 - $18.67 $15K - $18.7K
166K $2.78M
TSLA
Tesla, Inc.

Consumer Cyclical
-85
- 7.28%
$213.65 - $479.86 $18.2K - $40.8K
1.08K $436K
ATEC
Alphatec Holdings, Inc.

Healthcare
-8K
- 7.45%
$4.98 - $10.48 $39.8K - $83.8K
99.4K $912K
IVV
Ishares Core S&P 500 ETF

ETFs
-1.09K
- 0.98%
$570.51 - $610.59 $620K - $663K
110K $64.5M
FNA
Paragon 28, Inc.

Healthcare
-6K
- 1.16%
$4.78 - $10.74 $28.7K - $64.5K
512K $5.29M
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
Track This Portfolio

Track High Mark Wealth Management LLC Portfolio

Follow High Mark Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of High Mark Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Mark Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email