Trademark Financial Management, LLC Purchases in Q4 2024

Trademark Financial Management, LLC

  • $126 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Pacer Fds Tr
79.8K
New
N/A
79.8K $2.56B
CLOI
Vaneck ETF Tr

ETFs
46.5K
+ 194.09%
$52.7 - $53.15 $2.45M - $2.47M
70.5K $3.72B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
23.9K
New
$66.77 - $71.52 $1.6M - $1.71M
23.9K $1.65B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
11.6K
+ 45.22%
$100.18 - $109.1 $1.17M - $1.27M
37.4K $3.92B
EDIV
Spdr S&P Emerging Dividends Et

ETFs
38.1K
+ 90.54%
$34.83 - $38.05 $1.33M - $1.45M
80.3K $2.83B
AVSU
American Centy ETF Tr Avantis

ETFs
17.5K
+ 58.71%
$64.29 - $69.59 $1.13M - $1.22M
47.3K $3.13B
TSME
Thrivent ETF Tr Small Mid Cap
30.8K
New
N/A
30.8K $1.13B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
26K
+ 35.88%
$40.97 - $42.66 $1.07M - $1.11M
98.6K $4.08B
FSMD
Fidelity Covington Tr Small Mi

ETFs
23.2K
+ 76.4%
$40.75 - $44.85 $946K - $1.04M
53.6K $2.21B
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
7.57K
+ 319.59%
$85.41 - $87.1 $646K - $659K
9.94K $858M
CWS
Advisorshares Tr Advisorshares

ETFs
9.23K
New
$64.77 - $71.56 $598K - $661K
9.23K $598M
IGHG
Proshares Investment Grade Int

ETFs
6.66K
New
$76.8 - $78.32 $511K - $521K
6.66K $520M
Morgan Stanley ETF Trust
9.53K
New
N/A
9.53K $475M
QQQ
Invesco Qqq Trust, Series 1

ETFs
226
+ 1.5%
$481.22 - $538.17 $109K - $122K
15.3K $7.83B
SPY
Spdr S&P 500 ETF Trust

ETFs
733
+ 62.54%
$567.81 - $607.81 $416K - $446K
1.91K $1.12B
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
10.5K
New
$40.59 - $43.47 $427K - $458K
10.5K $428M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
9.94K
+ 56.71%
$38.96 - $43.28 $387K - $430K
27.5K $1.08B
IWF
Ishares Russell 1000 Gr ETF

ETFs
399
+ 7.1%
$370.24 - $418.94 $148K - $167K
6.02K $2.42B
MSFT
Microsoft Corp

Technology
668
+ 25.78%
$406.35 - $454.46 $271K - $304K
3.26K $1.37B
EPI
Wisdomtree Tr India Earnings F

ETFs
6.41K
+ 80.56%
$45.09 - $50.08 $289K - $321K
14.4K $650M
Pimco ETF Tr
8.4K
New
N/A
8.4K $218M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
8.25K
New
$25.3 - $26.31 $209K - $217K
8.25K $211M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.65K
+ 50.17%
$100.24 - $101.35 $166K - $168K
4.95K $498M
VTI
Vanguard Total Stock Market Et

ETFs
175
+ 1.11%
$280.04 - $302.45 $49K - $52.9K
15.9K $4.62B
MINO
Pimco ETF Tr Municipal Income

ETFs
3.59K
+ 25.8%
$44.94 - $46.07 $161K - $165K
17.5K $788M
IYF
Ishares Tr

ETFs
860
+ 16.98%
$102.7 - $119.05 $88.3K - $102K
5.93K $655M
AVSD
American Centy ETF Tr Avantis

ETFs
4.06K
+ 19.35%
$55.57 - $59.89 $225K - $243K
25K $1.39B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.1K
+ 287.93%
$26.93 - $84.95 $299K - $942K
14.9K $408M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.28K
+ 3.33%
$56.06 - $61.35 $240K - $262K
133K $7.5B
Strategic Trust
1.82K
+ 29.98%
N/A
7.87K $258M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
1.36K
+ 20.77%
$43.6 - $47.2 $59.2K - $64.1K
7.89K $345M
NVDA
Nvidia Corp

Technology
19
+ 0.61%
$117.0 - $148.88 $2.22K - $2.83K
3.16K $424M
PG
Procter & Gamble CO

Consumer Defensive
264
+ 19.38%
$161.05 - $179.7 $42.5K - $47.4K
1.63K $273M
T Rowe Price ETF Inc
912
+ 5.34%
N/A
18K $598M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
397
+ 5.45%
$46.53 - $49.91 $18.5K - $19.8K
7.68K $370M
VIG
Vanguard Dividend Appreciation

ETFs
163
+ 4.45%
N/A
3.82K $748M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
237
+ 6.86%
$69.3 - $74.3 $16.4K - $17.6K
3.69K $264M
Goldman Sachs ETF Tr
689
+ 7.68%
N/A
9.66K $495M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
164
+ 4.81%
$98.41 - $98.98 $16.1K - $16.2K
3.57K $352M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
149
+ 3.72%
$72.28 - $78.42 $10.8K - $11.7K
4.16K $302M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
68
+ 2.14%
$92.58 - $93.71 $6.3K - $6.37K
3.25K $301M
USFR
Wisdomtree Floating Rate Treas

ETFs
53
+ 0.36%
$50.23 - $50.46 $2.66K - $2.67K
14.7K $741M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
51
+ 0.99%
$61.68 - $67.87 $3.15K - $3.46K
5.22K $325M
XOM
Exxon Mobil Corp

Energy
226
+ 8.47%
$105.51 - $125.37 $23.8K - $28.3K
2.89K $311M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
26
+ 0.89%
$88.59 - $94.57 $2.3K - $2.46K
2.95K $262M
LVHI
Franklin International Low Vol

ETFs
578
+ 1.4%
$29.98 - $31.57 $17.3K - $18.2K
41.8K $1.28B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.64K
+ 13.53%
$33.77 - $44.09 $89K - $116K
22.1K $750M
Activity Summary
Buys All Purchases 48 New Holdings 10 Increased Positions 38 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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