Tidemark, LLC Purchases in Q3 2025

Tidemark, LLC

  • $298 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SMR
Nuscale Power Corp

Industrials
20
+ 68.97%
$32.65 - $51.67 $653 - $1.03K
49 $1K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2
+ 0.99%
$20.76 - $21.78 $41.5 - $43.6
204 $4K
Lucid Group
9
New
N/A
9 $0
Lam Research
12
+ 24.49%
N/A
61 $0
Ishares U S
13.1K
+ 7.38%
N/A
190K $0
Ishares Flexible
20.9K
+ 13.91%
N/A
171K $0
Ishares A I
130K
+ 186.54%
N/A
200K $0
RVT
Royce Value Trust, Inc.

Financial Services
1
+ 0.98%
$14.94 - $16.5 $14.9 - $16.5
103 $1K
Tcw Flexible
376K
New
N/A
376K $0
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
2
+ 0.08%
$20.66 - $20.74 $41.3 - $41.5
2.6K $53K
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
324
+ 24.14%
N/A
1.67K $0
PSA
Public Storage

Real Estate
2
+ 1.65%
$271.94 - $298.09 $544 - $596
123 $35K
IQ
I Qiyi, Inc.

Communication Services
25
New
$1.75 - $2.79 $43.8 - $69.8
25 $0
KMI
Kinder Morgan, Inc.

Energy
4
+ 0.51%
$26.23 - $28.5 $105 - $114
789 $22K
SPOT
Spotify Technology S.A.

Communication Services
1
+ 4.0%
$620.01 - $738.53 $620 - $739
26 $18K
T
At&T Inc.

Communication Services
21
+ 0.57%
$26.94 - $29.62 $566 - $622
3.73K $105K
ET
Energy Transfer LP

Energy
35
+ 1.49%
$17.11 - $18.16 $599 - $636
2.38K $40K
KO
Coca Cola CO

Consumer Defensive
13
+ 1.64%
$65.67 - $71.67 $854 - $932
806 $53K
TTD
Trade Desk, Inc.

Technology
245
+ 35.1%
$43.93 - $89.76 $10.8K - $22K
943 $46K
V
Visa Inc.

Financial Services
12
+ 2.16%
$332.09 - $358.86 $3.99K - $4.31K
567 $193K
COST
Costco Wholesale Corp

Consumer Defensive
41
+ 6.11%
$915.95 - $994.57 $37.6K - $40.8K
712 $659K
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 0.74%
$157.77 - $183.27 $316 - $367
274 $44K
UPS
United Parcel Service Inc

Industrials
5
+ 1.64%
$82.58 - $105.54 $413 - $528
310 $25K
CRM
Salesforce, Inc.

Technology
6
+ 2.94%
$231.66 - $273.65 $1.39K - $1.64K
210 $49K
NFLX
Netflix Inc

Communication Services
6
+ 1.31%
$1147.87 - $1297.18 $6.89K - $7.78K
463 $555K
Activity Summary
Buys All Purchases 176 New Holdings 19 Increased Positions 157 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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