Five Oceans Advisors Incresed Positions in Q1 2025

Five Oceans Advisors

  • $188 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
77.1K
+ 41.25%
$25.54 - $28.79 $1.97M - $2.22M
264K $7.33M
VGSH
Vanguard

ETFs
19.8K
+ 4.64%
$58.07 - $58.69 $1.15M - $1.16M
447K $26.2M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
13.3K
+ 14.48%
$25.35 - $27.46 $337K - $365K
105K $2.78M
NVS
Novartis Ag

Healthcare
2.09K
+ 39.71%
$97.14 - $115.57 $203K - $241K
7.34K $818K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.35K
+ 128.55%
$50.39 - $50.66 $270K - $271K
9.52K $481K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.96K
+ 1.05%
$100.34 - $100.68 $196K - $197K
189K $19M
TM
Toyota Motor Corp

Consumer Cyclical
1.84K
+ 52.91%
$176.53 - $195.35 $324K - $359K
5.31K $937K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
24.1K
+ 7.08%
$32.42 - $36.13 $781K - $870K
364K $12M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.1%
$442.66 - $534.52 $885 - $1.07K
2.01K $1.07M
ABBV
Abb Vie Inc.

Healthcare
35
+ 0.94%
$169.2 - $216.66 $5.92K - $7.58K
3.75K $785K
T
At&T Inc.

Communication Services
157
+ 0.9%
$21.56 - $28.28 $3.38K - $4.44K
17.6K $497K
LLY
Eli Lilly & CO

Healthcare
9
+ 0.72%
$725.72 - $929.72 $6.53K - $8.37K
1.25K $1.04M
IBM
International Business Machines Corp

Technology
2
+ 0.08%
$217.4 - $264.74 $435 - $529
2.44K $605K
PGR
Progressive Corp

Financial Services
8
+ 0.62%
$235.61 - $291.22 $1.88K - $2.33K
1.3K $368K
TMUS
T Mobile Us, Inc.

Communication Services
2
+ 0.16%
$211.3 - $272.83 $423 - $546
1.23K $326K
ABT
Abbott Laboratories

Healthcare
64
+ 2.76%
$111.1 - $140.22 $7.11K - $8.97K
2.38K $316K
GILD
Gilead Sciences, Inc.

Healthcare
64
+ 2.73%
$89.14 - $117.41 $5.7K - $7.51K
2.41K $269K
MCK
Mckesson Corp

Healthcare
3
+ 0.63%
$566.21 - $672.99 $1.7K - $2.02K
478 $321K
JPM
Jpmorgan Chase & CO

Financial Services
35
+ 0.46%
$225.19 - $279.95 $7.88K - $9.8K
7.59K $1.86M
AMGN
Amgen Inc

Healthcare
14
+ 1.67%
$258.59 - $327.36 $3.62K - $4.58K
853 $265K
WFC
Wells Fargo & Company

Financial Services
567
+ 15.49%
$66.78 - $81.42 $37.9K - $46.2K
4.23K $303K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
3
+ 0.58%
$402.49 - $513.76 $1.21K - $1.54K
524 $254K
MA
Mastercard Inc

Financial Services
17
+ 1.03%
$504.67 - $576.31 $8.58K - $9.8K
1.67K $917K
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.14%
$890.62 - $1076.86 $1.78K - $2.15K
1.44K $1.37M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2
+ 0.16%
$208.48 - $244.03 $417 - $488
1.29K $315K
NFLX
Netflix Inc

Communication Services
8
+ 1.09%
$828.4 - $1058.6 $6.63K - $8.47K
743 $692K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.14%
$279.74 - $321.29 $559 - $643
1.39K $432K
DE
Deere & CO

Industrials
8
+ 1.31%
$408.57 - $509.27 $3.27K - $4.07K
617 $289K
UNP
Union Pacific Corp

Industrials
90
+ 8.58%
$225.21 - $254.42 $20.3K - $22.9K
1.14K $269K
DFAI
Dimensional ETF Tr

ETFs
20
+ 0.14%
$28.88 - $32.4 $578 - $648
14.1K $440K
TRV
Travelers Companies, Inc.

Financial Services
11
+ 1.0%
$232.43 - $265.13 $2.56K - $2.92K
1.11K $294K
UNH
Unitedhealth Group Inc

Healthcare
3
+ 0.2%
$461.52 - $548.18 $1.38K - $1.64K
1.49K $781K
TRGP
Targa Resources Corp.

Energy
3
+ 0.24%
$178.44 - $217.22 $535 - $652
1.25K $249K
FDX
Fedex Corp

Industrials
232
+ 29.04%
$230.33 - $281.53 $53.4K - $65.3K
1.03K $251K
CTAS
Cintas Corp

Industrials
5
+ 0.46%
$182.09 - $208.14 $910 - $1.04K
1.1K $226K
KR
Kroger CO

Consumer Defensive
42
+ 1.22%
$58.36 - $67.72 $2.45K - $2.84K
3.48K $235K
KLAC
Kla Corp

Technology
4
+ 1.02%
$636.62 - $777.63 $2.55K - $3.11K
396 $269K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
253
+ 1.99%
$40.79 - $42.32 $10.3K - $10.7K
12.9K $544K
AFL
Aflac Inc

Financial Services
9
+ 0.37%
$100.99 - $111.19 $909 - $1K
2.42K $269K
SHW
Sherwin Williams CO

Basic Materials
4
+ 0.53%
$330.16 - $365.55 $1.32K - $1.46K
755 $263K
SPGI
S&P Global Inc.

Financial Services
3
+ 0.58%
$478.26 - $543.77 $1.43K - $1.63K
520 $264K
TJX
Tjx Companies Inc

Consumer Cyclical
10
+ 0.36%
$112.81 - $126.16 $1.13K - $1.26K
2.79K $339K
QCOM
Qualcomm Inc

Technology
16
+ 0.84%
$151.94 - $175.86 $2.43K - $2.81K
1.92K $294K
FISV
Fiserv Inc

Technology
9
+ 0.84%
N/A
1.08K $134K
Linde PLC
94
+ 17.57%
N/A
629 $0
Lam Research Corp
22
+ 0.67%
N/A
3.29K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
2.42K
+ 0.73%
N/A
332K $0
Dimensional ETF Trust
1
+ 0.01%
N/A
10.4K $0
VT
Vanguard Total World Stk Index

ETFs
52
+ 1.04%
$115.08 - $123.97 $5.98K - $6.45K
5.04K $583K
Activity Summary
Buys All Purchases 86 New Holdings 15 Increased Positions 71 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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