Glekko logo

Highmark Wealth Management LLC - Q42025 Holdings

Highmark Wealth Management LLC holds 582 stocks with a total portfolio value of $ 245.37M as of Q42025. In Q42025, Highmark Wealth Management LLC added 58 new positions, increased stakes in 185 stocks, reduced 83 holdings, and fully exited 82 positions. The largest holding is Ishares Tr (IVV), representing 30.79% of the total portfolio.

Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options