Tidemark, LLC Purchases in Q4 2024

Tidemark, LLC

  • $253 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
78.3K
+ 135020.69%
$45.07 - $47.1 $3.53M - $3.69M
78.4K $3.54M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
37K
New
$89.97 - $98.59 $3.33M - $3.65M
37K $3.52M
SPTL
Spdr Portfolio Long Term Treas

ETFs
122K
+ 87.3%
$26.05 - $29.17 $3.18M - $3.56M
262K $6.86M
GLDM
World Gold Trust

ETFs
29.8K
+ 97.87%
$50.76 - $55.23 $1.51M - $1.64M
60.2K $3.13M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
42.8K
+ 21.09%
$40.59 - $43.47 $1.74M - $1.86M
246K $9.98M
SPYG
Spdr Portfolio

ETFs
6.13K
+ 3.75%
$81.74 - $91.38 $501K - $560K
170K $14.9M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
50.7K
+ 18.77%
$34.04 - $35.66 $1.73M - $1.81M
321K $11M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
15.8K
+ 8.76%
$65.67 - $69.79 $1.04M - $1.1M
196K $13.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.17K
+ 3.63%
$66.77 - $71.52 $545K - $584K
233K $16.1M
AUSF
Global X Fds Adaptive U S Fact

ETFs
22.1K
+ 8.3%
$41.71 - $45.09 $922K - $996K
288K $12.1M
AAPL
Apple Inc.

Technology
831
+ 4.45%
$221.69 - $259.02 $184K - $215K
19.5K $4.88M
JMBS
Janus Detroit Str Tr Henderson

ETFs
12K
+ 336.6%
$44.03 - $46.65 $528K - $560K
15.6K $687K
IVE
Ishares S&P 500 Value ETF

ETFs
3.75K
+ 9.61%
$189.5 - $206.17 $711K - $774K
42.8K $8.17M
AMZN
Amazon Com Inc

Consumer Cyclical
180
+ 1.7%
$180.88 - $232.93 $32.6K - $41.9K
10.8K $2.37M
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
15.3K
+ 26.3%
$25.34 - $25.59 $389K - $392K
73.6K $1.87M
MSFT
Microsoft Corp

Technology
871
+ 41.9%
$406.35 - $454.46 $354K - $396K
2.95K $1.24M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.62K
+ 33.81%
$91.29 - $91.8 $330K - $332K
14.3K $1.31M
CVX
Chevron Corp

Energy
2.19K
+ 46.74%
$141.15 - $162.53 $309K - $356K
6.88K $996K
XLK
Technology Sector Spdr

ETFs
633
+ 3.32%
$220.26 - $241.44 $139K - $153K
19.7K $4.59M
HISF
First Tr Exc Traded Fd Iv High

ETFs
6.28K
New
$43.73 - $45.64 $275K - $287K
6.28K $275K
CMF
Ishares California Muni Bond E

ETFs
4.5K
+ 428.38%
$56.66 - $58.1 $255K - $261K
5.55K $317K
MSTR
Microstrategy Inc

Technology
734
New
$162.69 - $473.83 $119K - $348K
734 $212K
AVEM
American Centy ETF Tr Avantis

ETFs
11.3K
+ 14.55%
$58.59 - $66.14 $660K - $745K
88.6K $5.21M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
329
+ 27.08%
$521.84 - $558.82 $172K - $184K
1.54K $831K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.25K
New
$73.49 - $86.09 $165K - $193K
2.25K $172K
NVDA
Nvidia Corp

Technology
228
+ 2.24%
$117.0 - $148.88 $26.7K - $33.9K
10.4K $1.4M
IYF
Ishares Tr

ETFs
1.44K
New
$102.7 - $119.05 $148K - $171K
1.44K $159K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
4.71K
New
$32.85 - $34.26 $155K - $161K
4.71K $156K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.82K
+ 36.01%
$96.64 - $101.23 $176K - $185K
6.89K $667K
QQQ
Invesco Qqq Trust, Series 1

ETFs
81
+ 1.68%
$481.22 - $538.17 $39K - $43.6K
4.91K $2.51M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
6.39K
+ 986.11%
$22.39 - $23.45 $143K - $150K
7.04K $161K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
5.17K
+ 12.73%
$44.21 - $46.46 $228K - $240K
45.7K $2.03M
VT
Vanguard Total World Stk Index

ETFs
1.08K
+ 537.5%
$117.09 - $123.07 $126K - $132K
1.28K $149K
V
Visa Inc.

Financial Services
352
+ 168.42%
$273.87 - $320.91 $96.4K - $113K
561 $177K
KCE
Spdr S&P Capital Markets ETF

ETFs
827
New
$124.2 - $148.51 $103K - $123K
827 $113K
RNEM
First Tr Vi Emerging Mkts Equi

ETFs
8.07K
+ 16.55%
$49.26 - $55.48 $398K - $448K
56.8K $2.8M
PLTR
Palantir Technologies Inc.

Technology
342
+ 15.59%
$36.46 - $82.38 $12.5K - $28.2K
2.54K $191K
VSAT
Viasat Inc

Technology
12.8K
New
$6.83 - $11.56 $87.1K - $147K
12.8K $108K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
24.5K
+ 5.68%
$21.43 - $22.55 $524K - $551K
455K $9.81M
GEO
Geo Group Inc

Real Estate
100
+ 1.52%
$12.83 - $29.2 $1.28K - $2.92K
6.7K $187K
HYDB
Ishares Tr Edge High Yield Def

ETFs
2.11K
New
$46.68 - $47.95 $98.3K - $101K
2.11K $99K
GOOG
Alphabet Inc.

Communication Services
270
+ 13.35%
$163.08 - $198.16 $44K - $53.5K
2.29K $436K
VGT
Vanguard Information Technolog

ETFs
75
+ 5.45%
$571.78 - $647.97 $42.9K - $48.6K
1.45K $901K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
749
+ 65.47%
$47.29 - $84.74 $35.4K - $63.5K
1.89K $141K
NFLX
Netflix Inc

Communication Services
4
+ 0.91%
$687.65 - $936.56 $2.75K - $3.75K
445 $396K
XLE
Energy Sector Spdr

ETFs
987
+ 34.08%
$83.32 - $97.27 $82.2K - $96K
3.88K $332K
SHOP
Shopify Inc.

Technology
90
+ 3.6%
$78.14 - $119.49 $7.03K - $10.8K
2.59K $275K
VTI
Vanguard Total Stock Market Et

ETFs
169
+ 4.53%
$280.04 - $302.45 $47.3K - $51.1K
3.9K $1.13M
FYX
First Tr Small Cap Core Alphad

ETFs
620
+ 17.29%
$96.51 - $110.53 $59.8K - $68.5K
4.21K $425K
Activity Summary
Buys All Purchases 258 New Holdings 70 Increased Positions 188 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 3
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