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.
Portfolio value
$173 Million
ETFs: $122 Million
Healthcare: $22.4 Million
Financial Services: $9.79 Million
Technology: $7.24 Million
Industrials: $4.76 Million
Consumer Cyclical: $2.14 Million
Consumer Defensive: $1.37 Million
Communication Services: $985,000
Other: $1.93 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
