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HighMark Wealth Management LLC

Q4 2023 · 13F-HR

HighMark Wealth Management LLCholdings as filed

Filed 2024-01-23 · accession 0001802451-24-000001

$135.7M
Reported value
576
Positions
2023-12-31
Period end
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Holdings as filed

First 500 of 576

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$54.1M39.9%113,233CommonNONE
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532457108LLYELI LILLY &CO$1.2M0.87%2,015CommonNONE
40637H109HALOHALOZYME THERAPEUTICS INC$1.2M0.85%31,290CommonNONE
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464287705IJJISHARES TR$977,5280.72%8,572CommonNONE
607525102MODNEURMODEL N INC$973,0890.72%36,134CommonNONE
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037833100AAPLAPPLE INC$894,3570.66%4,645CommonNONE
88579Y101MMM3M CO$862,5150.64%7,892CommonNONE
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L44385109GLOBGLOBANT S A$130,1750.10%547CommonNONE
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149123101CATCATERPILLAR INC$104,0250.08%352CommonNONE
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69913P105FNAUSDPARAGON 28 INC$99,4400.07%8,000CommonNONE
57636Q104MAMASTERCARD INCORPORATED$93,2730.07%219CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$91,6890.07%622CommonNONE
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902252105TYLTYLER TECHNOLOGIES INC$89,8960.07%215CommonNONE
464288208IMCBISHARES TR$87,0720.06%1,297CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$86,8250.06%1,813CommonNONE
464288257ACWIISHARES TR$85,0160.06%835CommonNONE
70435P102PAYCOR HCM INC$83,4450.06%3,865CommonNONE
126650100CVSCVS HEALTH CORP$81,8540.06%1,037CommonNONE
539830109LMTLOCKHEED MARTIN CORP$80,8710.06%178CommonNONE
74935Q107RBARB GLOBAL INC$80,5980.06%1,205CommonNONE
088786108BCYCBICYCLE THERAPEUTICS PLC$80,1850.06%4,435CommonNONE
437076102HDHOME DEPOT INC$80,1420.06%231CommonNONE
922475108VEEVVEEVA SYS INC$80,0880.06%416CommonNONE
83125X103SNBRSLEEP NUMBER CORP$79,0590.06%5,331CommonNONE
91913Y100VLOVALERO ENERGY CORP$77,9330.06%599CommonNONE
464287556IBBISHARES TR$74,3720.05%547CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$73,0500.05%5,743CommonNONE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$69,8970.05%972CommonNONE
20030N101CMCSACOMCAST CORP NEW$66,2840.05%1,512CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$65,8090.05%793CommonNONE
17275R102CSCOCISCO SYS INC$65,5760.05%1,298CommonNONE
33829M101FIVEFIVE BELOW INC$62,8820.05%295CommonNONE
19260Q107COINCOINBASE GLOBAL INC$59,0950.04%340CommonNONE
571748102MRSHMARSH &MCLENNAN COS INC$58,2670.04%308CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$57,8100.04%1,640CommonNONE
571903202MARMARRIOTT INTL INC NEW$57,2410.04%254CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$56,4270.04%728CommonNONE
370334104GISGENERAL MLS INC$55,1840.04%847CommonNONE
191216100KOCOCA COLA CO$53,1120.04%901CommonNONE
464288885EFGISHARES TR$52,5150.04%542CommonNONE
464288828IHFISHARES TR$52,3580.04%199CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$51,8920.04%252CommonNONE
009066101ABNBAIRBNB INC$50,6440.04%372CommonNONE
759351604RGAREINSURANCE GRP OF AMERICA I$50,5520.04%312CommonNONE
87612E106TGTTARGET CORP$50,2580.04%353CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$50,2430.04%1,018CommonNONE
842587107SOSOUTHERN CO$50,1210.04%715CommonNONE
30303M102METAMETA PLATFORMS INC$48,8460.04%138CommonNONE
64049M209NEONEOGENOMICS INC$48,5400.04%3,000CommonNONE
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717081103PFEPFIZER INC$48,2780.04%1,677CommonNONE
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46137Y872PXJINVESCO EXCHANGE TRADED FD T$43,5260.03%1,517CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$43,4980.03%182CommonNONE
855244109SBUXSTARBUCKS CORP$42,3350.03%441CommonNONE
345370860FFORD MTR CO DEL$42,2520.03%3,466CommonNONE
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70432V102PAYCPAYCOM SOFTWARE INC$38,6570.03%187CommonNONE
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110122108BMYBRISTOL-MYERS SQUIBB CO$34,7730.03%678CommonNONE
185899101CLFCLEVELAND-CLIFFS INC NEW$34,7140.03%1,700CommonNONE
887399103MTUSTIMKENSTEEL CORPORATION$34,6360.03%1,477CommonNONE
464287739IYRISHARES TR$34,2810.03%375CommonNONE
46434G103IEMGISHARES INC$34,2730.03%678CommonNONE
552690109MDUMDU RES GROUP INC$33,2440.02%1,679CommonNONE
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87157D109SYNASYNAPTICS INC$30,6880.02%269CommonNONE
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28035Q102EPCEDGEWELL PERS CARE CO$7,6190.01%208CommonNONE
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922908751VBVANGUARD INDEX FDS$7,5380.01%35CommonNONE
013872106AAALCOA CORP$7,5140.01%221CommonNONE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$7,5100.01%57CommonNONE
501889208LKQLKQ CORP$7,5090.01%157CommonNONE
78464A474SPSBSPDR SER TR$7,4120.01%249CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$7,3890.01%200CommonNONE
844741108LUVSOUTHWEST AIRLS CO$7,3820.01%256CommonNONE
125896100CMSCMS ENERGY CORP$7,3750.01%127CommonNONE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$7,2320.01%75CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$7,1070.01%26CommonNONE
922908611VBRVANGUARD INDEX FDS$7,0310.01%39CommonNONE
237194105DRIDARDEN RESTAURANTS INC$6,9010.01%42CommonNONE
02376R102AALAMERICAN AIRLS GROUP INC$6,8700.01%500CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$6,8610.01%3CommonNONE
771049103RBLXROBLOX CORP$6,8580.01%150CommonNONE
N07059210ASMLASML HOLDING N V$6,8120.01%9CommonNONE
697435105PANWPALO ALTO NETWORKS INC$6,7820.00%23CommonNONE
031162100AMGNAMGEN INC$6,7680.00%23CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$6,7470.00%20CommonNONE
189054109CLXCLOROX CO DEL$6,7020.00%47CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$6,6810.00%39CommonNONE
698813102PZZAPAPA JOHNS INTL INC$6,6320.00%87CommonNONE
824348106SHWSHERWIN WILLIAMS CO$6,5500.00%21CommonNONE
882508104TXNTEXAS INSTRS INC$6,4770.00%38CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$6,4450.00%83CommonNONE
693718108PCARPACCAR INC$6,4450.00%66CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$6,4280.00%36CommonNONE
98401F105XNCRXENCOR INC$6,3690.00%300CommonNONE
22052L104CTVACORTEVA INC$6,2490.00%130CommonNONE
747525103QCOMQUALCOMM INC$6,2480.00%43CommonNONE
756109104OREALTY INCOME CORP$6,0890.00%106CommonNONE
770323103RHIROBERT HALF INC.$6,0660.00%69CommonNONE
58155Q103MCKMCKESSON CORP$6,0190.00%13CommonNONE
444859102HUMHUMANA INC$5,9520.00%13CommonNONE
26856L103ELFE L F BEAUTY INC$5,9190.00%44CommonNONE
921937827BSVVANGUARD BD INDEX FDS$5,8580.00%76CommonNONE
615369105MCOMOODYS CORP$5,8580.00%15CommonNONE
046353108AZNNASTRAZENECA PLC$5,8550.00%87CommonNONE
00214Q401ARKWARK ETF TR$5,8490.00%77CommonNONE
14167L103CDNACAREDX INC$5,7000.00%475CommonNONE
629377508NRGNRG ENERGY INC$5,6970.00%110CommonNONE
03674X106ARANTERO RESOURCES CORP$5,6700.00%250CommonNONE
281020107EIXEDISON INTL$5,6480.00%79CommonNONE
371901109GNTXGENTEX CORP$5,6250.00%172CommonNONE
88339J105TTDTHE TRADE DESK INC$5,6130.00%78CommonNONE
835699307SONYSONY GROUP CORP$5,6100.00%59CommonNONE
636274409NGGNATIONAL GRID PLC$5,5770.00%82CommonNONE
90187B804TWOTWO HBRS INVT CORP$5,5160.00%396CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$5,4880.00%11CommonNONE
302491303FMCFMC CORP$5,4850.00%87CommonNONE
654106103NKENIKE INC$5,4350.00%50CommonNONE
723787107PXDEURPIONEER NAT RES CO$5,3970.00%24CommonNONE
22542D225SLVOCREDIT SUISSE AG NASSAU BRH$5,3890.00%0CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$5,3860.00%113CommonNONE
418056107HASHASBRO INC$5,3100.00%104CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$5,2690.00%13CommonNONE
55024U109LITELUMENTUM HLDGS INC$5,2420.00%100CommonNONE
427866108HSYHERSHEY CO$5,2200.00%28CommonNONE
767204100RIORIO TINTO PLC$5,2020.00%70CommonNONE
32054K103FRFIRST INDL RLTY TR INC$5,1620.00%98CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$5,1360.00%77CommonNONE
457730109INSPINSPIRE MED SYS INC$5,0860.00%25CommonNONE
872540109TJXTJX COS INC NEW$5,0660.00%54CommonNONE
891092108TTCTORO CO$4,9910.00%52CommonNONE
759530108RELXRELX PLC$4,9810.00%126CommonNONE
922908744VTVVANGUARD INDEX FDS$4,9550.00%33CommonNONE
363576109AJGGALLAGHER ARTHUR J &CO$4,9470.00%22CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$4,9130.00%80CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$4,9020.00%44CommonNONE
963320106WHRWHIRLPOOL CORP$4,8250.00%40CommonNONE
278642103EBAYEBAY INC.$4,7370.00%109CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$4,6810.00%10CommonNONE
00287Y109ABBVABBVIE INC$4,6490.00%30CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$4,6250.00%38CommonNONE
939653101ELMEELME COMMUNITIES$4,6190.00%316CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$4,6150.00%61CommonNONE
26875P101EOGEOG RES INC$4,5960.00%38CommonNONE
18915M107NETCLOUDFLARE INC$4,5790.00%55CommonNONE
55261F104MTBM &T BK CORP$4,5240.00%33CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$4,4760.00%11CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$4,4440.00%39CommonNONE
12572Q105CMECME GROUP INC$4,4230.00%21CommonNONE
74754R202RTTREURQUALIGEN THERAPEUTICS INC$4,4050.00%8,009CommonNONE
87256C101TKOTKO GROUP HOLDINGS INC$4,4050.00%54CommonNONE
023111206AMARIN CORP PLC$4,3500.00%5,000CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$4,3440.00%69CommonNONE
60741F104MBLYMOBILEYE GLOBAL INC$4,3320.00%100CommonNONE
922908553VNQVANGUARD INDEX FDS$4,3090.00%49CommonNONE
53656G563MEDXLISTED FD TR$4,2730.00%153CommonNONE
816851109SRESEMPRA$4,2600.00%57CommonNONE
374163103GERNGERON CORP$4,2200.00%2,000CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$4,1780.00%50CommonNONE
30260D103FIGSFIGS INC$4,1700.00%600CommonNONE
464287655IWMISHARES TR$4,1050.00%62,918CommonNONE
23355L106DXCDXC TECHNOLOGY CO$4,0020.00%175CommonNONE
04523Y105ASPNASPEN AEROGELS INC$3,9450.00%250CommonNONE
556099109MGNXMACROGENICS INC$3,8480.00%400CommonNONE
33813J106SPAQUSDFISKER INC$3,7640.00%2,151CommonNONE
68213N109OMCLOMNICELL COM$3,7630.00%100CommonNONE
G4705A100ICLRICON PLC$3,6800.00%13CommonNONE
66987V109NVSNOVARTIS AG$3,6350.00%36CommonNONE
428291108HXLHEXCEL CORP NEW$3,6140.00%49CommonNONE
32022K102FIRST FINANCIAL NORTHWEST IN$3,4830.00%258CommonNONE
46429B689EFAVISHARES TR$3,4000.00%49CommonNONE
904767704UNILEVER PLC$3,3940.00%70CommonNONE
30151E673EXCHANGE LISTED FDS TR$3,3480.00%101CommonNONE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$3,2850.00%80CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$3,2840.00%55CommonNONE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$3,2460.00%49CommonNONE
803054204SAPSAP SE$3,2460.00%21CommonNONE
03064D108COLDAMERICOLD REALTY TRUST INC$3,2400.00%107CommonNONE
25400Q105DJTDIGITAL WORLD ACQUISITION CO$3,2380.00%185CommonNONE
549498103CCIVGBPLUCID GROUP INC$3,1580.00%750CommonNONE
89377M109TMDXTRANSMEDICS GROUP INC$3,1570.00%40CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$3,1520.00%277CommonNONE
438128308HMCHONDA MOTOR LTD$3,1400.00%102CommonNONE
19247G107COHRCOHERENT CORP$3,1340.00%72CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$3,0970.00%40CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$3,0580.00%19CommonNONE
N72482123QIAGEN NV$3,0400.00%70CommonNONE
060505104BACBANK AMERICA CORP$3,0330.00%90CommonNONE
46432F834IXUSISHARES TR$2,9870.00%46CommonNONE
492327101KROSKEROS THERAPEUTICS INC$2,9820.00%75CommonNONE
456837103INGING GROEP N.V.$2,9610.00%197CommonNONE
26614N102DDDUPONT DE NEMOURS INC$2,9430.00%38CommonNONE
G0403H108AONAON PLC$2,9250.00%10CommonNONE
98985Y108ZYMEZYMEWORKS INC$2,9090.00%280CommonNONE
374396406GEVOGEVO INC$2,9000.00%2,500CommonNONE
61945C103MOSMOSAIC CO NEW$2,8700.00%80CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$2,8080.00%107CommonNONE
00214Q708ARKFARK ETF TR$2,7580.00%100CommonNONE
97717W422EPIWISDOMTREE TR$2,7480.00%67CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$2,7240.00%10CommonNONE
89151E109TTENTOTALENERGIES SE$2,6950.00%40CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$2,6410.00%70CommonNONE
464287481IWPISHARES TR$2,6200.00%25CommonNONE
457030104IMKTAINGLES MKTS INC$2,6060.00%30CommonNONE
222795502CUZCOUSINS PPTYS INC$2,5810.00%106CommonNONE
64828T201RITMRITHM CAPITAL CORP$2,5760.00%241CommonNONE
452521107IMMRIMMERSION CORP$2,5710.00%364CommonNONE
08915P101BG3BIG 5 SPORTING GOODS CORP$2,5570.00%403CommonNONE
N82405106STLASTELLANTIS N.V$2,5110.00%108CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$2,5010.00%1,047CommonNONE
760125104RTORENTOKIL INITIAL PLC$2,4890.00%87CommonNONE
260557103DOWDOW INC$2,4750.00%45CommonNONE
767292105RIOTRIOT PLATFORMS INC$2,4750.00%160CommonNONE
03945R102ACHRARCHER AVIATION INC$2,4560.00%400CommonNONE
29272W109ENRENERGIZER HLDGS INC NEW$2,4330.00%77CommonNONE
15189T107CNPCENTERPOINT ENERGY INC$2,4230.00%85CommonNONE
811292200SCYXSCYNEXIS INC$2,3770.00%1,066CommonNONE
74762E102QUREQUANTA SVCS INC$2,3740.00%11CommonNONE
74435K204PUKPRUDENTIAL PLC$2,3570.00%105CommonNONE
960908507WPRTWESTPORT FUEL SYSTEMS INC$2,3170.00%350CommonNONE
219350105GLWCORNING INC$2,2840.00%75CommonNONE
25460G138TMFDIREXION SHS ETF TR$2,2770.00%35CommonNONE
11135F101AVGOBROADCOM INC$2,2330.00%2CommonNONE
29364G103ETRENTERGY CORP NEW$2,2300.00%22CommonNONE
92556V106VTRSVIATRIS INC$2,1660.00%200CommonNONE
76131N101ROICUSDRETAIL OPPORTUNITY INVTS COR$2,1320.00%152CommonNONE
25400W102APPSDIGITAL TURBINE INC$2,1270.00%310CommonNONE
438516106HONHONEYWELL INTL INC$2,0970.00%10CommonNONE
98983V106ZUOUSDZUORA INC$2,0680.00%220CommonNONE
550021109LULULULULEMON ATHLETICA INC$2,0450.00%4CommonNONE
052800109ALVAUTOLIV INC$1,9830.00%18CommonNONE
98943L107ZNTLZENTALIS PHARMACEUTICALS INC$1,9700.00%130CommonNONE
464285204IAUISHARES GOLD TR$1,9520.00%50CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$1,9130.00%25CommonNONE
460146103IPINTERNATIONAL PAPER CO$1,8440.00%51CommonNONE
H5919C104ONONON HLDG AG$1,8070.00%67CommonNONE
83175M205SNNSMITH &NEPHEW PLC$1,7730.00%65CommonNONE
67576A100OCULOCULAR THERAPEUTIX INC$1,7710.00%397CommonNONE
891160509TDTORONTO DOMINION BK ONT$1,7440.00%27CommonNONE
55354G100MSCIMSCI INC$1,6970.00%3CommonNONE
55279B301LITSMEI PHARMA INC$1,6920.00%292CommonNONE
G25508105CRHCRH PLC$1,6600.00%24CommonNONE
05463X106AXGNAXOGEN INC$1,6050.00%235CommonNONE
316092600FHLCFIDELITY COVINGTON TRUST$1,5830.00%24CommonNONE
37954Y632AIQGLOBAL X FDS$1,5590.00%50CommonNONE
43289P106HIMXHIMAX TECHNOLOGIES INC$1,5440.00%254CommonNONE
984241109YMABUSDY-MABS THERAPEUTICS INC$1,5000.00%220CommonNONE
58933Y105MRKMERCK &CO INC$1,4900.00%14CommonNONE
649445103NYCBEURNEW YORK CMNTY BANCORP INC$1,4320.00%140CommonNONE
68401U204OPRXOPTIMIZERX CORP$1,4310.00%100CommonNONE
98262P101WW6WW INTL INC$1,4000.00%160CommonNONE
03589W102ANNXANNEXON INC$1,3620.00%300CommonNONE
46138E297EELVINVESCO EXCH TRADED FD TR II$1,2580.00%52CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$1,2520.00%4CommonNONE
97717W794DOLWISDOMTREE TR$1,2370.00%25CommonNONE
30161Q104EXELEXELIXIS INC$1,2230.00%51CommonNONE
81141R100SESEA LTD$1,2150.00%30CommonNONE
565788106MARAMARATHON DIGITAL HOLDINGS IN$1,1750.00%50CommonNONE
92534K107VTNRUSDVERTEX ENERGY INC$1,1700.00%345CommonNONE
74967X103RHRH$1,1660.00%4CommonNONE
70614W100PTONPELOTON INTERACTIVE INC$1,1570.00%190CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.