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Home > Institutional Investor > Highmark Wealth Management Llc > Profile

Instuitional Investor - Highmark Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Highmark Wealth Management Llc
Portfolio Value $169,276,555
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 109,482 $61,515,374 36.34%
2.
Ishares Tr - EAFE VALUE ETF
 247,896 $14,628,044 8.64%
3.
Ishares Trust
 IEF 57,092 $11,389,284 6.73%
4.
Ishares Trust
 IEF 85,269 $8,916,603 5.27%
5.
Ishares Trust
 IEF 77,200 $7,124,770 4.21%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)