Five Oceans Advisors Incresed Positions in Q4 2024

Five Oceans Advisors

  • $197 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
60.8K
+ 48.28%
$100.16 - $100.7 $6.09M - $6.12M
187K $18.7M
DFIP
Dimensional ETF Tr Inflation P

ETFs
131K
+ 64.27%
$40.31 - $42.43 $5.27M - $5.55M
334K $13.5M
VGSH
Vanguard

ETFs
55.7K
+ 15.01%
$58.02 - $58.88 $3.23M - $3.28M
427K $24.8M
DFSD
Dimensional ETF Tr Short Durat

ETFs
28.9K
+ 105.79%
$46.75 - $47.8 $1.35M - $1.38M
56.2K $2.63M
NVDA
Nvidia Corp

Technology
2.97K
+ 6.77%
$117.0 - $148.88 $347K - $441K
46.7K $6.28M
JPM
Jpmorgan Chase & CO

Financial Services
277
+ 3.81%
$205.18 - $250.29 $56.8K - $69.3K
7.55K $1.81M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3.25K
+ 0.97%
$33.92 - $36.6 $110K - $119K
340K $11.8M
SONY
Sony Group Corp

Technology
34.1K
+ 503.67%
$17.53 - $96.8 $597K - $3.3M
40.8K $863K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
275K
+ 197.64%
$22.01 - $66.82 $6.06M - $18.4M
414K $9.41M
NFLX
Netflix Inc

Communication Services
6
+ 0.82%
$687.65 - $936.56 $4.13K - $5.62K
735 $655K
WMT
Walmart Inc.

Consumer Defensive
82
+ 0.81%
$79.1 - $95.7 $6.49K - $7.85K
10.2K $921K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
2.88K
+ 6.91%
$9.95 - $12.23 $28.6K - $35.2K
44.5K $521K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
2.53K
+ 11.04%
$12.27 - $15.41 $31K - $38.9K
25.4K $368K
HSBC
Hsbc Holdings PLC

Financial Services
789
+ 8.24%
$43.83 - $49.51 $34.6K - $39.1K
10.4K $512K
CRM
Salesforce, Inc.

Technology
14
+ 1.12%
$270.87 - $367.87 $3.79K - $5.15K
1.26K $421K
RY
Royal Bank Of Canada

Financial Services
891
+ 12.35%
$119.72 - $128.02 $107K - $114K
8.1K $976K
MS
Morgan Stanley

Financial Services
24
+ 0.8%
$104.42 - $134.99 $2.51K - $3.24K
3.02K $379K
GS
Goldman Sachs Group Inc

Financial Services
9
+ 1.28%
$486.1 - $608.57 $4.37K - $5.48K
712 $407K
BAC
Bank Of America Corp

Financial Services
141
+ 1.2%
$39.22 - $47.77 $5.53K - $6.74K
11.9K $521K
MFG
Mizuho Financial Group Inc

Financial Services
3.68K
+ 7.69%
$4.05 - $5.26 $14.9K - $19.4K
51.6K $252K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.07%
$873.59 - $994.69 $874 - $995
1.44K $1.32M
ENB
Enbridge Inc

Energy
708
+ 10.77%
$40.4 - $43.92 $28.6K - $31.1K
7.28K $308K
MCK
Mckesson Corp

Healthcare
4
+ 0.85%
$482.27 - $628.5 $1.93K - $2.51K
475 $270K
AMP
Ameriprise Financial Inc

Financial Services
4
+ 0.7%
$473.15 - $574.01 $1.89K - $2.3K
575 $306K
CM
Canadian Imperial Bank Of Commerce

Financial Services
344
+ 8.16%
$59.58 - $67.31 $20.5K - $23.2K
4.56K $288K
T
At&T Inc.

Communication Services
721
+ 4.31%
$21.22 - $23.88 $15.3K - $17.2K
17.4K $397K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
3.36K
+ 22.22%
$13.01 - $14.43 $43.8K - $48.5K
18.5K $244K
BNS
Bank Of Nova Scotia

Financial Services
525
+ 13.8%
$51.5 - $57.02 $27K - $29.9K
4.33K $232K
TMUS
T Mobile Us, Inc.

Communication Services
34
+ 2.86%
$206.1 - $246.94 $7.01K - $8.4K
1.22K $269K
SLF
Sun Life Financial Inc

Financial Services
292
+ 8.15%
$55.43 - $62.69 $16.2K - $18.3K
3.88K $229K
NOK
Nokia Corp

Technology
3.85K
+ 11.09%
$4.13 - $4.95 $15.9K - $19.1K
38.6K $170K
ISRG
Intuitive Surgical Inc

Healthcare
4
+ 0.93%
$471.27 - $550.62 $1.89K - $2.2K
434 $226K
NMR
Nomura Holdings Inc

Financial Services
922
+ 6.41%
$5.05 - $6.25 $4.66K - $5.76K
15.3K $88K
TJX
Tjx Companies Inc

Consumer Cyclical
25
+ 0.91%
$112.15 - $127.2 $2.8K - $3.18K
2.78K $335K
UBS
Ubs Group Ag

Financial Services
468
+ 5.3%
$29.78 - $33.08 $13.9K - $15.5K
9.29K $281K
FICO
Fair Isaac Corp

Technology
2
+ 1.92%
$1911.01 - $2382.4 $3.82K - $4.76K
106 $211K
DE
Deere & CO

Industrials
8
+ 1.33%
$389.45 - $466.0 $3.12K - $3.73K
609 $258K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
90
+ 4.55%
$100.24 - $101.35 $9.02K - $9.12K
2.07K $208K
MUB
Ishares National Muni Bond ETF

ETFs
93
+ 4.4%
$105.78 - $108.7 $9.84K - $10.1K
2.21K $235K
GWW
W.W. Grainger, Inc.

Industrials
2
+ 0.95%
$1023.06 - $1220.93 $2.05K - $2.44K
213 $224K
PH
Parker Hannifin Corp

Industrials
3
+ 0.69%
$621.74 - $709.46 $1.87K - $2.13K
438 $278K
LYG
Lloyds Banking Group PLC

Financial Services
8.89K
+ 15.96%
$2.67 - $3.23 $23.7K - $28.7K
64.6K $175K
ABT
Abbott Laboratories

Healthcare
32
+ 1.4%
$111.93 - $119.39 $3.58K - $3.82K
2.32K $262K
ETN
Eaton Corp PLC

Industrials
5
+ 0.55%
$326.96 - $377.52 $1.63K - $1.89K
914 $303K
MSFT
Microsoft Corp

Technology
275
+ 2.08%
$406.35 - $454.46 $112K - $125K
13.5K $5.68M
DFSI
Dimensional ETF Tr Dimen Intl
49.8K
+ 39.44%
N/A
176K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
14.7K
+ 4.67%
N/A
330K $0
DFSU
Dimensional ETF Tr Dimen Us Su
11.9K
+ 16.6%
N/A
83.5K $0
Natwest Group PLC
1.36K
+ 11.99%
N/A
12.7K $0
Activity Summary
Buys All Purchases 95 New Holdings 12 Increased Positions 83 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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