High Mark Wealth Management LLC Portfolio Holdings

High Mark Wealth Management LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $173 Million distributed in 575 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 $64.5M, Msci Eafe Value ETF with a value of $13.4M, Ishares Russell 2000 ETF with a value of $12.9M, Ishares Core S&P Sm Cap ETF with a value of $9.78M, and Ishares Core S&P U.S. Value Et with a value of $7.25M.

Examining the 13F form we can see an decrease of $8.95M in the current position value, from $182M to 173M. Also it can be appreciated an additional of 45 stocks purchases and 1 closed positions.

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