Tidemark, LLC Incresed Positions in Q3 2024

Tidemark, LLC

  • $236 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1
+ 0.08%
$36.98 - $41.55 $37 - $41.6
1.29K $53K
FILL
Ishares Inc Msci Global Energy

ETFs
1.83K
+ 93.11%
$23.76 - $26.34 $43.4K - $48.1K
3.79K $93K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
4
+ 0.31%
$39.37 - $41.68 $157 - $167
1.3K $53K
LOW
Lowes Companies Inc

Consumer Cyclical
10
+ 4.05%
$213.3 - $270.78 $2.13K - $2.71K
257 $69K
KO
Coca Cola CO

Consumer Defensive
11
+ 1.22%
$62.69 - $73.01 $690 - $803
916 $65K
PANW
Palo Alto Networks Inc

Technology
5
+ 2.89%
$294.18 - $368.01 $1.47K - $1.84K
178 $60K
XLI
Industrial Sector Spdr

ETFs
1
+ 0.21%
$120.56 - $135.44 $121 - $135
484 $65K
VEA
Vanguard Ftse Developed Market

ETFs
541
+ 43.56%
$47.6 - $53.31 $25.8K - $28.8K
1.78K $94K
DLY
Double Line Yield Opportunities Fund

N/A
4
+ 0.1%
$15.67 - $16.79 $62.7 - $67.2
3.94K $65K
FXO
First Tr Exchange Traded Fd Fi

ETFs
6
+ 0.43%
$45.78 - $51.72 $275 - $310
1.42K $72K
IJK
Ishares S&P Midcap 400 Growth

ETFs
229
+ 27.96%
$84.81 - $93.54 $19.4K - $21.4K
1.05K $96K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
408
+ 120.0%
$211.47 - $281.27 $86.3K - $115K
748 $183K
BND
Vanguard Bd Index Fd Inc Total

ETFs
161
+ 12.94%
$71.45 - $75.64 $11.5K - $12.2K
1.41K $105K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1
+ 0.19%
$147.95 - $191.05 $148 - $191
520 $90K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.27%
$256.4 - $289.78 $256 - $290
368 $104K
BMY
Bristol Myers Squibb CO

Healthcare
12
+ 0.5%
$39.66 - $51.75 $476 - $621
2.4K $123K
DIS
Walt Disney CO

Communication Services
2
+ 0.2%
$85.6 - $98.61 $171 - $197
1.02K $97K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
225
+ 26.79%
$127.29 - $141.5 $28.6K - $31.8K
1.07K $148K
ADBE
Adobe Inc.

Technology
4
+ 2.0%
$508.13 - $586.55 $2.03K - $2.35K
204 $105K
BAC
Bank Of America Corp

Financial Services
835
+ 29.11%
$36.65 - $44.13 $30.6K - $36.8K
3.7K $146K
RWK
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.19%
$107.13 - $116.56 $214 - $233
1.05K $121K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
169
+ 8.49%
$57.32 - $62.65 $9.69K - $10.6K
2.16K $134K
AXP
American Express CO

Financial Services
3
+ 0.58%
$225.92 - $271.17 $678 - $814
523 $141K
FTCS
First Trust Capital Strength E

ETFs
1
+ 0.07%
$83.58 - $90.94 $83.6 - $90.9
1.53K $138K
JPM
Jpmorgan Chase & CO

Financial Services
30
+ 4.66%
$194.9 - $224.8 $5.85K - $6.74K
674 $142K
HD
Home Depot, Inc.

Consumer Cyclical
9
+ 2.22%
$333.64 - $405.2 $3K - $3.65K
415 $168K
MBB
Ishares Tr

ETFs
1
+ 0.06%
$90.85 - $96.66 $90.9 - $96.7
1.58K $150K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1
+ 0.04%
$59.93 - $66.52 $59.9 - $66.5
2.36K $157K
O
Realty Income Corp

Real Estate
23
+ 0.81%
$52.36 - $63.42 $1.2K - $1.46K
2.88K $182K
TIP
Ishares Tr Tips Bd ETF

ETFs
2
+ 0.14%
$105.92 - $110.83 $212 - $222
1.43K $158K
AVGO
Broadcom Inc.

Technology
933
+ 961.86%
$136.27 - $1745.86 $127K - $1.63M
1.03K $177K
IDVO
Amplify ETF Tr Intl Enhanced D
359
+ 6.79%
N/A
5.65K $0
XYLD
Global X Fds S&P 500 Covered C

ETFs
65
+ 1.61%
$38.49 - $41.61 $2.5K - $2.7K
4.1K $170K
SHOP
Shopify Inc.

Technology
16
+ 0.64%
$52.26 - $80.75 $836 - $1.29K
2.5K $200K
ITA
Ishares Tr

ETFs
317
+ 24.86%
$131.58 - $149.64 $41.7K - $47.4K
1.59K $238K
DXCM
Dexcom Inc

Healthcare
73
+ 4.43%
$64.0 - $116.06 $4.67K - $8.47K
1.72K $115K
IXN
Ishares Global Information Tec

ETFs
1.73K
+ 72.58%
$73.0 - $87.81 $127K - $152K
4.12K $340K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
8
+ 0.19%
$47.95 - $49.61 $384 - $397
4.22K $208K
SJNK
Spdr Bloomberg Short Term High

ETFs
24
+ 0.29%
$24.8 - $25.75 $595 - $618
8.17K $210K
QCOM
Qualcomm Inc

Technology
145
+ 13.56%
$156.12 - $209.64 $22.6K - $30.4K
1.21K $206K
NOW
Service Now, Inc.

Technology
2
+ 0.71%
$730.87 - $937.36 $1.46K - $1.87K
282 $252K
JNJ
Johnson & Johnson

Healthcare
3
+ 0.2%
$145.48 - $167.38 $436 - $502
1.53K $247K
CRWD
Crowd Strike Holdings, Inc.

Technology
48
+ 8.04%
$217.89 - $392.15 $10.5K - $18.8K
645 $180K
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 1.93%
$801.83 - $917.05 $4.81K - $5.5K
317 $281K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.48K
+ 31.63%
$52.1 - $59.66 $77.3K - $88.5K
6.18K $365K
CVX
Chevron Corp

Energy
2.86K
+ 156.56%
$137.88 - $161.97 $395K - $464K
4.69K $690K
NFLX
Netflix Inc

Communication Services
4
+ 0.92%
$598.55 - $722.26 $2.39K - $2.89K
441 $312K
GOOG
Alphabet Inc.

Communication Services
77
+ 3.96%
$149.54 - $192.66 $11.5K - $14.8K
2.02K $338K
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.12%
$488.01 - $604.18 $488 - $604
869 $508K
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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