HighMark Wealth Management
Latest statistics and disclosures from HighMark Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, EFV, IWM, AXGN, IJR, and represent 52.42% of HighMark Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IVV, PIPR, IJR, VOO, MASS, IUSV, TGT, MSFT, IWM, GOOGL.
- Started 35 new stock positions in DFTX, IBKR, PIPR, CIEN, LRCX, MDB, RTO, WM, CVE, PSX.
- Reduced shares in these 10 stocks: SPYI, JEPQ, SCHG, EFV, GSAT, SPY, SCHD, IUSG, , VTV.
- Sold out of its positions in OKLO, AstraZeneca, BBAI, CARR, LNG, CEG, CCI, DELL, DVAX, EQT.
- HighMark Wealth Management was a net buyer of stock by $7.8M.
- HighMark Wealth Management has $246M in assets under management (AUM), dropping by 0.09%.
- Central Index Key (CIK): 0001802451
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Portfolio Holdings for HighMark Wealth Management
HighMark Wealth Management holds 555 positions in its portfolio as reported in the March 2026 quarterly 13F filing
HighMark Wealth Management has 555 total positions. Only the first 250 positions are shown.
- Sign up to view all of the HighMark Wealth Management March 31, 2026 positions
- Download the HighMark Wealth Management March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 31.0 | $76M | +6% | 117k | 651.25 |
|
| Ishares Tr Eafe Value Etf (EFV) | 6.7 | $16M | 220k | 74.35 |
|
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| Ishares Tr Russell 2000 Etf (IWM) | 5.5 | $14M | 55k | 247.56 |
|
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| Axogen (AXGN) | 4.7 | $11M | 345k | 33.13 |
|
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| Ishares Tr Core S&p Scp Etf (IJR) | 4.6 | $11M | +5% | 91k | 123.91 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.0 | $9.8M | +5% | 17k | 595.35 |
|
| Centessa Pharmaceuticals Sponsored Ads (CNTA) | 3.8 | $9.4M | 237k | 39.72 |
|
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| Ishares Tr Core S&p Us Vlu (IUSV) | 3.3 | $8.2M | +4% | 81k | 101.95 |
|
| Wells Fargo & Company (WFC) | 2.2 | $5.5M | 69k | 79.61 |
|
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| Anaptysbio Inc Common (ANAB) | 2.1 | $5.2M | 94k | 55.46 |
|
|
| Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS) | 1.9 | $4.6M | +3% | 47k | 98.22 |
|
| Neogenomics Com New (NEO) | 1.8 | $4.3M | +2% | 580k | 7.42 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.7 | $4.1M | +4% | 61k | 67.33 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.3 | $3.1M | 36k | 86.69 |
|
|
| AtriCure (ATRC) | 1.0 | $2.4M | 84k | 28.53 |
|
|
| NVIDIA Corporation (NVDA) | 0.9 | $2.2M | +9% | 13k | 174.39 |
|
| Si-bone (SIBN) | 0.8 | $2.0M | 160k | 12.63 |
|
|
| Apple (AAPL) | 0.8 | $2.0M | 7.8k | 253.80 |
|
|
| 908 Devices (MASS) | 0.8 | $2.0M | +32% | 319k | 6.12 |
|
| Twist Bioscience Corp (TWST) | 0.8 | $1.9M | 39k | 47.52 |
|
|
| Edgewise Therapeutics (EWTX) | 0.7 | $1.7M | 53k | 31.50 |
|
|
| Microsoft Corporation (MSFT) | 0.7 | $1.7M | +21% | 4.5k | 369.12 |
|
| Travelers Companies (TRV) | 0.7 | $1.6M | 5.6k | 291.67 |
|
|
| Eli Lilly & Co. (LLY) | 0.6 | $1.6M | 1.7k | 919.77 |
|
|
| 3M Company (MMM) | 0.6 | $1.4M | 9.8k | 145.23 |
|
|
| Xenon Pharmaceuticals (XENE) | 0.5 | $1.3M | 23k | 58.15 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.5 | $1.2M | 9.3k | 132.49 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $1.2M | 5.7k | 211.15 |
|
|
| Piper Sandler Companies Com New (PIPR) | 0.5 | $1.2M | NEW | 16k | 76.55 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.5 | $1.1M | 6.0k | 189.59 |
|
|
| Health Catalyst (HCAT) | 0.5 | $1.1M | +21% | 903k | 1.26 |
|
| Tesla Motors (TSLA) | 0.4 | $1.1M | 2.8k | 371.74 |
|
|
| Xcel Energy (XEL) | 0.4 | $1.0M | 13k | 79.44 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $981k | 9.0k | 108.99 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $899k | -4% | 9.1k | 99.27 |
|
| Us Bancorp Com New (USB) | 0.4 | $883k | 17k | 52.01 |
|
|
| Neuropace (NPCE) | 0.3 | $829k | 63k | 13.15 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $794k | 2.5k | 320.86 |
|
|
| Crinetics Pharmaceuticals In (CRNX) | 0.3 | $744k | -4% | 21k | 36.32 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.3 | $743k | 9.0k | 82.49 |
|
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| Procter & Gamble Company (PG) | 0.3 | $742k | 5.1k | 144.43 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $730k | -15% | 1.1k | 650.17 |
|
| Organogenesis Hldgs (ORGO) | 0.3 | $718k | 303k | 2.37 |
|
|
| Spdr Index Shs Fds State Street Spd (SPEM) | 0.3 | $703k | -4% | 15k | 46.91 |
|
| Tandem Diabetes Care Com New (TNDM) | 0.3 | $654k | -2% | 34k | 19.17 |
|
| Amazon (AMZN) | 0.2 | $591k | +32% | 2.8k | 208.30 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $583k | +76% | 2.0k | 287.60 |
|
| Alphatec Hldgs Com New (ATEC) | 0.2 | $576k | -2% | 53k | 10.88 |
|
| Ecolab (ECL) | 0.2 | $557k | 2.1k | 266.06 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $533k | -3% | 3.1k | 169.68 |
|
| Repro-Med Systems (KRMD) | 0.2 | $522k | 121k | 4.32 |
|
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| Aurinia Pharmaceuticals (AUPH) | 0.2 | $522k | 35k | 14.82 |
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| Altria (MO) | 0.2 | $513k | 7.8k | 65.99 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $466k | -4% | 1.5k | 317.98 |
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| Abbott Laboratories (ABT) | 0.2 | $438k | 4.3k | 102.66 |
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| Costco Wholesale Corporation (COST) | 0.2 | $436k | -5% | 438.00 | 996.24 |
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| Target Corporation (TGT) | 0.2 | $403k | +406% | 3.3k | 121.22 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $397k | +69% | 2.7k | 146.30 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $347k | 1.2k | 286.78 |
|
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $344k | 1.2k | 298.73 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $286k | 3.2k | 90.53 |
|
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| Analog Devices (ADI) | 0.1 | $275k | 863.00 | 318.14 |
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| Broadcom (AVGO) | 0.1 | $269k | +543% | 869.00 | 309.41 |
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| Bridger Aerospace Grp Hldgs (BAER) | 0.1 | $258k | +18% | 130k | 1.98 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $256k | 3.0k | 85.23 |
|
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $250k | -2% | 432.00 | 577.79 |
|
| HEICO Corporation (HEI) | 0.1 | $248k | 904.00 | 274.20 |
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| Caterpillar (CAT) | 0.1 | $245k | 345.00 | 708.85 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $242k | 1.9k | 125.48 |
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| International Business Machines (IBM) | 0.1 | $233k | +21% | 962.00 | 242.35 |
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| Johnson & Johnson (JNJ) | 0.1 | $230k | 941.00 | 244.48 |
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| MiMedx (MDXG) | 0.1 | $221k | 56k | 3.95 |
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| UnitedHealth (UNH) | 0.1 | $218k | -9% | 788.00 | 276.51 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $211k | -20% | 2.2k | 97.23 |
|
| Pliant Therapeutics (PLRX) | 0.1 | $209k | -2% | 166k | 1.26 |
|
| Uber Technologies (UBER) | 0.1 | $204k | 2.8k | 71.93 |
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| Webster Financial Corporation (WBS) | 0.1 | $201k | 2.9k | 69.41 |
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| Fastenal Company (FAST) | 0.1 | $196k | 4.2k | 46.40 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $190k | +209% | 495.00 | 383.42 |
|
| Dex (DXCM) | 0.1 | $179k | 2.8k | 62.80 |
|
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $178k | 1.5k | 118.43 |
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| Viking Therapeutics (VKTX) | 0.1 | $173k | 5.3k | 32.54 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $169k | -10% | 1.7k | 97.16 |
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| Automatic Data Processing (ADP) | 0.1 | $161k | 792.00 | 203.18 |
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| Pepsi (PEP) | 0.1 | $160k | 1.0k | 155.34 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $158k | +57% | 2.1k | 77.10 |
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| Best Buy (BBY) | 0.1 | $157k | 2.4k | 64.21 |
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| Solventum Corp Com Shs (SOLV) | 0.1 | $157k | +2% | 2.4k | 65.30 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.1 | $152k | 3.0k | 49.97 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $151k | 1.2k | 126.28 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $149k | 311.00 | 479.20 |
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| Valero Energy Corporation (VLO) | 0.1 | $148k | 600.00 | 247.13 |
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| Lumentum Hldgs (LITE) | 0.1 | $141k | 200.00 | 702.76 |
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| J P Morgan Exchange Traded F U S Tech Leaders (JTEK) | 0.1 | $137k | 1.7k | 79.54 |
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| Trisalus Life Sciences (TLSI) | 0.1 | $133k | +208% | 33k | 4.00 |
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| Abrdn Natl Mun Income Sh Ben Int (VFL) | 0.1 | $128k | 13k | 9.96 |
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| S&p Global (SPGI) | 0.1 | $128k | 300.00 | 425.34 |
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| Walt Disney Company (DIS) | 0.1 | $126k | 1.3k | 96.37 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $122k | 885.00 | 138.30 |
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| Pfizer (PFE) | 0.0 | $122k | 4.3k | 28.08 |
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| Medtronic SHS (MDT) | 0.0 | $121k | +3% | 1.4k | 86.62 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $120k | 2.0k | 61.25 |
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| Chevron Corporation (CVX) | 0.0 | $119k | 573.00 | 206.78 |
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| Cisco Systems (CSCO) | 0.0 | $117k | 1.5k | 77.61 |
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| Rb Global (RBA) | 0.0 | $116k | 1.2k | 95.84 |
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| IDEXX Laboratories (IDXX) | 0.0 | $112k | 199.00 | 561.89 |
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| Danaher Corporation (DHR) | 0.0 | $106k | 560.00 | 189.44 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $106k | 211.00 | 500.25 |
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| West Pharmaceutical Services (WST) | 0.0 | $105k | 420.00 | 250.64 |
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| Meta Platforms Cl A (META) | 0.0 | $105k | -11% | 184.00 | 571.60 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $100k | +4% | 6.4k | 15.65 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $99k | 1.2k | 82.60 |
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| Wal-Mart Stores (WMT) | 0.0 | $99k | 794.00 | 124.30 |
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| CVS Caremark Corporation (CVS) | 0.0 | $98k | -27% | 1.4k | 71.84 |
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| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.0 | $95k | -75% | 1.9k | 49.37 |
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| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.0 | $93k | 1.1k | 83.43 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $92k | 547.00 | 168.99 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $90k | -59% | 2.9k | 30.68 |
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| Micron Technology (MU) | 0.0 | $88k | +27% | 271.00 | 325.96 |
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| Navitas Semiconductor Corp-a (NVTS) | 0.0 | $88k | 10k | 8.77 |
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| Marriott Intl Cl A (MAR) | 0.0 | $85k | 259.00 | 327.41 |
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| Realty Income (O) | 0.0 | $83k | -22% | 1.4k | 61.19 |
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| Deere & Company (DE) | 0.0 | $83k | -2% | 147.00 | 563.01 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $79k | +91% | 203.00 | 390.41 |
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| Zoom Communications Cl A (ZM) | 0.0 | $78k | 972.00 | 80.39 |
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| At&t (T) | 0.0 | $77k | -2% | 2.6k | 28.98 |
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| Tyler Technologies (TYL) | 0.0 | $75k | 220.00 | 341.60 |
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| Kinross Gold Corp (KGC) | 0.0 | $75k | 2.4k | 30.52 |
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| Veeva Sys Cl A Com (VEEV) | 0.0 | $72k | 407.00 | 175.66 |
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| Quidel Corp (QDEL) | 0.0 | $71k | 4.3k | 16.43 |
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| Home Depot (HD) | 0.0 | $70k | -2% | 212.00 | 329.28 |
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| Delta Air Lines Com New (DAL) | 0.0 | $70k | 1.0k | 66.48 |
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| Bristol Myers Squibb (BMY) | 0.0 | $67k | 1.1k | 60.65 |
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| Strategy Cl A New (MSTR) | 0.0 | $66k | +187% | 532.00 | 124.80 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $65k | 2.6k | 25.10 |
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| Invesco Exchange Traded Fd T Oil &gas Servic (PXJ) | 0.0 | $65k | 1.6k | 41.44 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $65k | 107.00 | 603.76 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $64k | +18% | 569.00 | 113.11 |
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| Nokia Corp Sponsored Adr (NOK) | 0.0 | $64k | -19% | 8.0k | 8.04 |
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| Coca-Cola Company (KO) | 0.0 | $64k | -2% | 842.00 | 76.04 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $64k | -7% | 244.00 | 262.24 |
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| Reinsurance Group Amer Com New (RGA) | 0.0 | $64k | 313.00 | 204.28 |
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| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $63k | 1.5k | 41.86 |
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| Southern Company (SO) | 0.0 | $60k | 623.00 | 96.49 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $60k | -77% | 2.1k | 29.12 |
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| Ford Motor Company (F) | 0.0 | $59k | 5.1k | 11.54 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $56k | -25% | 498.00 | 111.44 |
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| Arista Networks Com Shs (ANET) | 0.0 | $55k | +22% | 448.00 | 122.78 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $55k | -12% | 851.00 | 64.07 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $55k | 134.00 | 406.84 |
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| Marsh & McLennan Companies (MRSH) | 0.0 | $53k | 308.00 | 173.18 |
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| CoStar (CSGP) | 0.0 | $52k | 1.3k | 40.34 |
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| Tactile Systems Technology, In (TCMD) | 0.0 | $52k | 2.0k | 26.13 |
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| Barrick Mng Corp Com Shs (B) | 0.0 | $51k | 1.3k | 40.77 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $51k | 733.00 | 69.71 |
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| Guardant Health (GH) | 0.0 | $51k | 550.00 | 92.37 |
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| Bank of America Corporation (BAC) | 0.0 | $51k | -6% | 1.0k | 48.75 |
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| Vaneck Etf Trust Oil Services Etf (OIH) | 0.0 | $51k | 125.00 | 404.21 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $51k | 1.8k | 28.71 |
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| Everus Constr Group (ECG) | 0.0 | $50k | 419.00 | 118.06 |
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| Orthofix Medical (OFIX) | 0.0 | $49k | -2% | 4.3k | 11.47 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $49k | 201.00 | 243.31 |
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| Visa Com Cl A (V) | 0.0 | $48k | 157.00 | 302.41 |
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| Hldgs (UAL) | 0.0 | $46k | 500.00 | 92.07 |
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| First Tr Exchange-traded Nat Gas Etf (FCG) | 0.0 | $46k | 1.5k | 31.69 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $45k | 208.00 | 215.16 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $45k | 1.7k | 25.63 |
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| First Tr Exchange Traded Nasdq Oil Gas (FTXN) | 0.0 | $44k | 1.2k | 38.60 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $44k | 253.00 | 174.61 |
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| Boeing Company (BA) | 0.0 | $44k | -3% | 219.00 | 199.03 |
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| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $43k | 611.00 | 70.17 |
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| Insmed Com Par Usd.01 (INSM) | 0.0 | $41k | 250.00 | 163.52 |
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| Knife River Corp Common Stock (KNF) | 0.0 | $40k | 494.00 | 81.65 |
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| Palvella Therapeutics Inc Ne (PVLA) | 0.0 | $40k | NEW | 322.00 | 124.58 |
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| Remitly Global (RELY) | 0.0 | $40k | 2.6k | 15.67 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $39k | NEW | 100.00 | 391.76 |
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| Marvell Technology (MRVL) | 0.0 | $38k | 380.00 | 98.99 |
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| Yum! Brands (YUM) | 0.0 | $37k | 239.00 | 155.31 |
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| Intel Corporation (INTC) | 0.0 | $37k | -5% | 841.00 | 44.13 |
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| Grayscale Ethereum Staking Shs New (ETH) | 0.0 | $37k | +9% | 1.9k | 19.86 |
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| Ishares Tr Msci India Sm Cp (SMIN) | 0.0 | $37k | 615.00 | 59.95 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $37k | -5% | 75.00 | 489.83 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $37k | 487.00 | 75.04 |
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| Starbucks Corporation (SBUX) | 0.0 | $36k | 405.00 | 89.59 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $36k | 375.00 | 94.61 |
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| Ge Aerospace Com New (GE) | 0.0 | $35k | 124.00 | 282.67 |
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| MDU Resources (MDU) | 0.0 | $35k | 1.7k | 20.72 |
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| Advanced Micro Devices (AMD) | 0.0 | $35k | +17% | 171.00 | 203.43 |
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| Verisk Analytics (VRSK) | 0.0 | $35k | 182.00 | 189.86 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $33k | -42% | 616.00 | 54.08 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $33k | -14% | 116.00 | 286.50 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $33k | 222.00 | 146.84 |
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| Ishares Msci Glb Slv&mtl (SLVP) | 0.0 | $32k | 901.00 | 35.47 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $32k | -58% | 101.00 | 314.83 |
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| Amplify Etf Tr Altrntv Harv Etf (MJ) | 0.0 | $31k | 1.3k | 23.02 |
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| General Mills (GIS) | 0.0 | $31k | 827.00 | 37.22 |
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| Nike CL B (NKE) | 0.0 | $31k | 582.00 | 52.85 |
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| Steris Shs Usd (STE) | 0.0 | $30k | 138.00 | 220.57 |
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| Ardelyx (ARDX) | 0.0 | $30k | 5.0k | 5.99 |
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| Otter Tail Corporation (OTTR) | 0.0 | $30k | 338.00 | 87.71 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $29k | 115.00 | 250.73 |
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| CVRX (CVRX) | 0.0 | $28k | 3.0k | 9.46 |
|
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| Spdr Series Trust State Street Spd (XBI) | 0.0 | $28k | 221.00 | 127.82 |
|
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $28k | 40.00 | 700.75 |
|
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| Netflix (NFLX) | 0.0 | $28k | -19% | 290.00 | 96.15 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $28k | 132.00 | 208.26 |
|
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| O'reilly Automotive (ORLY) | 0.0 | $27k | 292.00 | 92.31 |
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| Draftkings Com Cl A (DKNG) | 0.0 | $27k | 1.2k | 21.62 |
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|
| Oracle Corporation (ORCL) | 0.0 | $26k | -40% | 177.00 | 147.23 |
|
| InfuSystem Holdings (INFU) | 0.0 | $26k | 2.8k | 9.23 |
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| Ge Vernova (GEV) | 0.0 | $25k | +3% | 29.00 | 874.97 |
|
| Globant S A (GLOB) | 0.0 | $25k | 547.00 | 46.11 |
|
|
| Viper Energy Cl A (VNOM) | 0.0 | $25k | 535.00 | 46.96 |
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|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $25k | +8% | 191.00 | 128.10 |
|
| McDonald's Corporation (MCD) | 0.0 | $24k | -3% | 78.00 | 310.04 |
|
| Timkensteel (MTUS) | 0.0 | $24k | 1.5k | 16.34 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $24k | 55.00 | 434.02 |
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| Nrg Energy Com New (NRG) | 0.0 | $24k | +14% | 161.00 | 146.48 |
|
| Rigetti Computing Common Stock (RGTI) | 0.0 | $23k | +7% | 1.7k | 14.04 |
|
| Gilead Sciences (GILD) | 0.0 | $23k | 166.00 | 139.61 |
|
|
| First Tr Exchange-traded Hlth Care Alph (FXH) | 0.0 | $23k | 210.00 | 109.77 |
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| Paycom Software (PAYC) | 0.0 | $23k | 187.00 | 121.53 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) | 0.0 | $22k | 200.00 | 109.47 |
|
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| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.0 | $20k | 158.00 | 124.97 |
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|
| Proto Labs (PRLB) | 0.0 | $20k | 345.00 | 57.02 |
|
|
| Vaneck Etf Trust Agribusiness Etf (MOO) | 0.0 | $20k | 232.00 | 84.35 |
|
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $19k | 307.00 | 61.68 |
|
|
| Synaptics, Incorporated (SYNA) | 0.0 | $19k | 269.00 | 70.04 |
|
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $19k | 117.00 | 158.35 |
|
|
| Green Dot Corp Cl A (GDOT) | 0.0 | $19k | 1.7k | 11.22 |
|
|
| MGM Resorts International. (MGM) | 0.0 | $19k | 500.00 | 37.02 |
|
|
| Apyx Medical Corporation (APYX) | 0.0 | $19k | 5.0k | 3.69 |
|
|
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.0 | $18k | 311.00 | 59.11 |
|
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $18k | 283.00 | 64.73 |
|
|
| Tectonic Therapeutic (TECX) | 0.0 | $18k | 587.00 | 30.88 |
|
|
| Williams Companies (WMB) | 0.0 | $18k | 248.00 | 72.78 |
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| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.0 | $18k | +3% | 1.4k | 12.51 |
|
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.0 | $18k | 190.00 | 93.26 |
|
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| Polaris Industries (PII) | 0.0 | $18k | 321.00 | 54.46 |
|
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| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $17k | 525.00 | 33.22 |
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|
| Etf Ser Solutions Us Glb Jets (JETS) | 0.0 | $17k | 704.00 | 24.62 |
|
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.0 | $17k | 500.00 | 34.02 |
|
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| Abivax Sa Sponsored Ads (ABVX) | 0.0 | $17k | -34% | 150.00 | 111.35 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $17k | 188.00 | 88.32 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $16k | 157.00 | 100.04 |
|
|
| Invesco Exchange Traded Fd T Energy Explorati (PXE) | 0.0 | $16k | 400.00 | 39.20 |
|
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $16k | +7% | 113.00 | 138.11 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $16k | 567.00 | 27.46 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $15k | -52% | 400.00 | 38.42 |
|
| Sweetgreen Com Cl A (SG) | 0.0 | $15k | 2.9k | 5.19 |
|
Past Filings by HighMark Wealth Management
SEC 13F filings are viewable for HighMark Wealth Management going back to 2019
- HighMark Wealth Management 2026 Q1 filed May 6, 2026
- HighMark Wealth Management 2025 Q4 filed Feb. 5, 2026
- HighMark Wealth Management 2025 Q3 filed Oct. 20, 2025
- HighMark Wealth Management 2025 Q2 filed July 21, 2025
- HighMark Wealth Management 2025 Q1 filed April 24, 2025
- HighMark Wealth Management 2024 Q4 filed Jan. 31, 2025
- HighMark Wealth Management 2024 Q3 filed Oct. 17, 2024
- HighMark Wealth Management 2024 Q2 filed July 29, 2024
- HighMark Wealth Management 2024 Q1 filed April 29, 2024
- HighMark Wealth Management 2023 Q4 filed Jan. 23, 2024
- HighMark Wealth Management 2023 Q3 filed Oct. 18, 2023
- HighMark Wealth Management 2023 Q2 filed July 26, 2023
- HighMark Wealth Management 2023 Q1 filed April 21, 2023
- HighMark Wealth Management 2022 Q4 filed Feb. 2, 2023
- HighMark Wealth Management 2022 Q3 filed Oct. 21, 2022
- HighMark Wealth Management 2022 Q2 filed July 19, 2022