$93.7 Million is the total value of HighMark Wealth Management LLC's 408 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2019 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-03-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 19 | Q2 2024 | 40.5% |
| ISHARES TR | 19 | Q2 2024 | 12.8% |
| SPDR INDEX SHS FDS | 19 | Q2 2024 | 9.7% |
| ISHARES TR | 19 | Q2 2024 | 18.3% |
| ISHARES TR | 19 | Q2 2024 | 5.2% |
| ISHARES TR | 19 | Q2 2024 | 3.9% |
| ISHARES TR | 19 | Q2 2024 | 4.3% |
| WELLS FARGO CO NEW | 19 | Q2 2024 | 2.7% |
| TANDEM DIABETES CARE INC | 19 | Q2 2024 | 2.6% |
| 3M CO | 19 | Q2 2024 | 1.2% |
View HighMark Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-30 |
| 13F-HR | 2024-07-29 |
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-19 |
View HighMark Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.