Tidemark, LLC Incresed Positions in Q3 2024

Tidemark, LLC

  • $236 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.48K
+ 26.3%
$47.01 - $48.2 $117K - $119K
11.9K $573K
ASML
Asml Holding Nv

Technology
1
+ 0.22%
$749.82 - $1098.95 $750 - $1.1K
460 $383K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
513
+ 7.93%
$77.02 - $85.06 $39.5K - $43.6K
6.99K $590K
IVV
Ishares Core S&P 500 ETF

ETFs
61
+ 6.43%
$520.18 - $576.82 $31.7K - $35.2K
1.01K $582K
IEFA
Ishares Tr

ETFs
416
+ 5.8%
$70.09 - $78.74 $29.2K - $32.8K
7.59K $592K
GOOGL
Alphabet Inc.

Communication Services
77
+ 2.51%
$148.65 - $191.18 $11.4K - $14.7K
3.14K $521K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
1.03K
+ 8.85%
N/A
12.6K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
81
+ 4.85%
$405.19 - $478.57 $32.8K - $38.8K
1.75K $805K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
2.83K
+ 7.49%
$18.35 - $19.01 $51.8K - $53.7K
40.5K $768K
IVW
Ishares S&P 500 Growth ETF

ETFs
4
+ 0.05%
$84.77 - $97.13 $339 - $389
7.81K $748K
CAT
Caterpillar Inc

Industrials
2
+ 0.09%
$316.8 - $391.12 $634 - $782
2.29K $896K
ICVT
Ishares Tr Convertible Bond Et

ETFs
413
+ 3.94%
$77.24 - $83.67 $31.9K - $34.6K
10.9K $910K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.6K
+ 19.1%
$102.05 - $114.97 $163K - $184K
9.96K $1.14M
SPMD
Spdr Portfolio

ETFs
1.38K
+ 8.19%
$50.29 - $54.92 $69.6K - $76K
18.3K $999K
MSFT
Microsoft Corp

Technology
97
+ 4.89%
$395.15 - $467.56 $38.3K - $45.4K
2.08K $894K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.78K
+ 7.5%
$41.02 - $46.01 $72.8K - $81.7K
25.4K $1.16M
VTI
Vanguard Total Stock Market Et

ETFs
12
+ 0.32%
$255.18 - $283.2 $3.06K - $3.4K
3.73K $1.06M
PAVE
Global X Fds Us Infrastructure

ETFs
4.48K
+ 14.64%
$36.39 - $41.16 $163K - $184K
35.1K $1.44M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1
+ 0.01%
$98.99 - $101.51 $99 - $102
12.7K $1.29M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.85K
+ 4.02%
$27.8 - $29.26 $51.3K - $54K
47.7K $1.39M
GLDM
World Gold Trust

ETFs
2.35K
+ 8.38%
$46.2 - $53.01 $109K - $125K
30.4K $1.59M
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
4.5K
+ 8.36%
$24.98 - $25.63 $112K - $115K
58.3K $1.49M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
6.01K
+ 7.97%
$19.08 - $19.89 $115K - $120K
81.4K $1.62M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1.9K
+ 4.9%
$43.99 - $46.63 $83.4K - $88.4K
40.6K $1.89M
AMZN
Amazon Com Inc

Consumer Cyclical
149
+ 1.42%
$161.02 - $200.0 $24K - $29.8K
10.6K $1.98M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
2.7K
+ 2.54%
$25.19 - $25.5 $68.1K - $68.9K
109K $2.78M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
7.14K
+ 7.51%
$28.45 - $30.18 $203K - $215K
102K $3.07M
SPTS
Spdr Portfolio Short Term Trea

ETFs
8.55K
+ 8.78%
$28.75 - $29.46 $246K - $252K
106K $3.12M
AVEM
American Centy ETF Tr Avantis

ETFs
27K
+ 53.55%
$57.2 - $65.59 $1.54M - $1.77M
77.4K $5M
Blackrock Flexible
48.1K
+ 75.31%
N/A
112K $0
DDWM
Wisdomtree Tr Currency Hedged

ETFs
167K
+ 162.32%
$32.7 - $36.14 $5.46M - $6.04M
270K $9.69M
AAPL
Apple Inc.

Technology
794
+ 4.44%
$207.23 - $234.82 $165K - $186K
18.7K $4.35M
IVE
Ishares S&P 500 Value ETF

ETFs
3.42K
+ 9.59%
$181.06 - $197.17 $619K - $674K
39.1K $7.7M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
872
+ 0.43%
$37.92 - $42.97 $33.1K - $37.5K
203K $8.53M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
31.6K
+ 7.91%
$21.35 - $22.73 $674K - $718K
431K $9.7M
AUSF
Global X Fds Adaptive U S Fact

ETFs
20.2K
+ 8.22%
$39.51 - $42.7 $799K - $863K
266K $11.4M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
14.8K
+ 8.97%
$61.47 - $67.36 $911K - $998K
180K $12.1M
SPYG
Spdr Portfolio

ETFs
2.54K
+ 1.58%
$73.38 - $84.1 $186K - $213K
163K $13.6M
GTO
Invesco Actively Managed ETF T

ETFs
152K
+ 23.06%
$46.22 - $48.77 $7.03M - $7.42M
812K $39.2M
Activity Summary
Buys All Purchases 169 New Holdings 29 Increased Positions 140 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 2 Puts 2
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