Highmark Wealth Management LLC - Q42025 Holdings

Highmark Wealth Management LLC holds 584 stocks with a total portfolio value of $ 245.37M as of Q42025. In Q42025, Highmark Wealth Management LLC added 60 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.