StockDriftsStockDriftsTop 50 HighMark Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 31.01% | 117.0K | $76.2M | +6.02%(+6.65K) | $367.95(+103.40%) | 2026-03-31 | |
| EFV | ISHARES TR | 6.67% | 220.3K | $16.4M | -1.20%(-2.67K) | $43.87(+77.45%) | 2026-03-31 | |
| IWM | ISHARES TR | 5.51% | 54.6K | $13.5M | +1.93%(+1.03K) | $189.86(+56.74%) | 2026-03-31 | |
| AXGN | AXOGEN INC | 4.65% | 344.9K | $11.4M | +0.29%(+1.00K) | $19.72(+132.71%) | 2026-03-31 | |
| IJR | ISHARES TR | 4.58% | 90.7K | $11.2M | +5.60%(+4.81K) | $109.73(+33.49%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 4% | 16.5K | $9.8M | +5.27%(+826) | $538.43(+27.19%) | 2026-03-31 | |
| CNTA | CENTESSA PHARMACEUTICALS PLC | 3.83% | 236.8K | $9.4M | +0.00%(+0) | $12.50(+223.96%) | 2026-03-31 | |
| IUSV | ISHARES TR | 3.34% | 80.5K | $8.2M | +4.87%(+3.74K) | $63.55(+75.57%) | 2026-03-31 | |
| WFC | WELLS FARGO &CO | 2.22% | 68.6K | $5.5M | -0.02%(-14) | $36.23(+136.03%) | 2026-03-31 | |
| ANAB | ANAPTYSBIO INC | 2.12% | 94.0K | $5.2M | +0.00%(+0) | $11.75(+439.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.54% | +54.22% |
| Top 20 Holdings Unweighted | +13.01% | +44.33% |
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