Tidemark, LLC Purchases in Q4 2024

Tidemark, LLC

  • $253 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
13
+ 1.26%
$159.67 - $250.0 $2.08K - $3.25K
1.04K $241K
COST
Costco Wholesale Corp

Consumer Defensive
54
+ 17.03%
$873.59 - $994.69 $47.2K - $53.7K
371 $339K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.01K
+ 312.73%
$53.94 - $58.15 $54.3K - $58.6K
1.33K $74K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
654
+ 123.63%
$86.03 - $94.92 $56.3K - $62.1K
1.18K $102K
NOW
Service Now, Inc.

Technology
4
+ 1.42%
$867.18 - $1148.42 $3.47K - $4.59K
286 $303K
IXN
Ishares Global Information Tec

ETFs
472
+ 11.45%
$80.67 - $87.84 $38.1K - $41.5K
4.6K $389K
IVW
Ishares S&P 500 Growth ETF

ETFs
5
+ 0.06%
$94.43 - $105.47 $472 - $527
7.82K $793K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
280
+ 4.53%
$58.39 - $67.04 $16.3K - $18.8K
6.46K $409K
CRWD
Crowd Strike Holdings, Inc.

Technology
9
+ 1.4%
$275.15 - $388.2 $2.48K - $3.49K
654 $223K
VFQY
Vanguard Wellington Fd U S Qua

ETFs
278
New
$139.44 - $150.37 $38.8K - $41.8K
278 $39K
HCA
Hca Healthcare, Inc.

Healthcare
119
New
$297.52 - $415.61 $35.4K - $49.5K
119 $35K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
275
New
$128.97 - $141.41 $35.5K - $38.9K
275 $35K
META
Meta Platforms, Inc.

Communication Services
42
+ 7.09%
$554.08 - $632.68 $23.3K - $26.6K
634 $373K
SIL
Global X Silver Miners ETF

ETFs
1.08K
+ 379.58%
$31.61 - $41.98 $34.1K - $45.3K
1.36K $43K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
108
+ 20.77%
$172.07 - $207.36 $18.6K - $22.4K
628 $124K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
882
+ 7.41%
$47.26 - $48.18 $41.7K - $42.5K
12.8K $605K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
581
+ 14525.0%
$55.45 - $61.08 $32.2K - $35.5K
585 $32K
JPM
Jpmorgan Chase & CO

Financial Services
51
+ 7.57%
$205.18 - $250.29 $10.5K - $12.8K
725 $173K
FDVV
Fidelity High Dividend ETF

ETFs
583
New
$49.66 - $52.63 $29K - $30.7K
583 $29K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
842
New
$34.83 - $38.05 $29.3K - $32K
842 $29K
USRT
Ishares Core U.S. Reit ETF

ETFs
492
New
$55.97 - $62.75 $27.5K - $30.9K
492 $28K
ICVT
Ishares Tr Convertible Bond Et

ETFs
139
+ 1.28%
$83.09 - $89.28 $11.5K - $12.4K
11K $936K
VUG
Vanguard Growth ETF

ETFs
24
+ 5.35%
$378.79 - $428.11 $9.09K - $10.3K
473 $194K
BAC
Bank Of America Corp

Financial Services
114
+ 3.08%
$39.22 - $47.77 $4.47K - $5.45K
3.82K $167K
ET
Energy Transfer LP

Energy
811
+ 58.9%
$16.05 - $19.86 $13K - $16.1K
2.19K $42K
ORCL
Oracle Corp

Technology
130
+ 47.1%
$165.41 - $192.43 $21.5K - $25K
406 $67K
VOOV
Vanguard S&P 500 Value ETF

ETFs
109
New
$184.21 - $199.29 $20.1K - $21.7K
109 $20K
ACHR
Archer Aviation Inc.

Industrials
2K
New
$2.94 - $11.33 $5.88K - $22.7K
2K $19K
UPS
United Parcel Service Inc

Industrials
161
+ 118.38%
$122.65 - $138.35 $19.7K - $22.3K
297 $37K
FILL
Ishares Inc Msci Global Energy

ETFs
1.08K
+ 28.45%
$22.16 - $26.33 $23.9K - $28.4K
4.86K $111K
MA
Mastercard Inc

Financial Services
25
+ 21.01%
$491.3 - $536.15 $12.3K - $13.4K
144 $75K
RSP
Invesco S&P 500 Equal Weight E

ETFs
103
+ 31.4%
$174.22 - $187.62 $17.9K - $19.3K
431 $75K
CRM
Salesforce, Inc.

Technology
18
+ 9.89%
$270.87 - $367.87 $4.88K - $6.62K
200 $66K
EFG
Msci Eafe Growth ETF

ETFs
169
+ 3380.0%
$96.83 - $106.88 $16.4K - $18.1K
174 $16K
DIS
Walt Disney CO

Communication Services
1
+ 0.1%
$92.39 - $117.6 $92.4 - $118
1.02K $113K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
165
New
$81.34 - $96.75 $13.4K - $16K
165 $13K
URA
Global X Uranium ETF

ETFs
783
+ 18.73%
$26.78 - $33.46 $21K - $26.2K
4.96K $132K
COIN
Coinbase Global, Inc.

Technology
38
+ 88.37%
$163.17 - $343.62 $6.2K - $13.1K
81 $20K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
216
+ 10.0%
$61.68 - $67.87 $13.3K - $14.7K
2.38K $147K
KMI
Kinder Morgan, Inc.

Energy
298
+ 51.47%
$22.59 - $28.54 $6.73K - $8.5K
877 $24K
AWK
American Water Works Company, Inc.

Utilities
99
New
$123.83 - $146.07 $12.3K - $14.5K
99 $12K
IJK
Ishares S&P Midcap 400 Growth

ETFs
150
+ 14.31%
$90.66 - $99.46 $13.6K - $14.9K
1.2K $108K
EPD
Enterprise Products Partners L.P.

Energy
318
+ 54.27%
$28.66 - $34.43 $9.11K - $10.9K
904 $28K
VFH
Vanguard Financial ETF

ETFs
97
New
$108.87 - $126.2 $10.6K - $12.2K
97 $11K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
187
New
$56.61 - $61.63 $10.6K - $11.5K
187 $10K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
290
+ 38.62%
$44.04 - $49.49 $12.8K - $14.4K
1.04K $45K
VCR
Vanguard Consumer Discretionar

ETFs
28
New
$328.51 - $401.37 $9.2K - $11.2K
28 $10K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
244
+ 35.67%
$58.88 - $64.8 $14.4K - $15.8K
928 $54K
WFC
Wells Fargo & Company

Financial Services
81
+ 33.47%
$54.98 - $77.35 $4.45K - $6.27K
323 $22K
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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