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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 $173,933,903
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 109,633 $64,537,530 37.1%
2.
Ishares Tr
 255,128 $13,386,582 7.69%
3.
Ishares Trust
 IEF 58,252 $12,870,448 7.39%
4.
Ishares Trust
 IEF 84,903 $9,781,703 5.62%
5.
Ishares Trust
 IEF 78,243 $7,243,459 4.16%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)