Tidemark, LLC Incresed Positions in Q3 2025

Tidemark, LLC

  • $298 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
20
+ 2.99%
$224.68 - $282.71 $4.49K - $5.65K
689 $192K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
757
+ 104.13%
$45.6 - $46.92 $34.5K - $35.5K
1.48K $69K
MO
Altria Group, Inc.

Consumer Defensive
500
+ 178.57%
$57.75 - $67.68 $28.9K - $33.8K
780 $51K
META
Meta Platforms, Inc.

Communication Services
51
+ 5.86%
$695.21 - $791.73 $35.5K - $40.4K
921 $676K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
692
+ 665.38%
$45.72 - $47.27 $31.6K - $32.7K
796 $37K
IAU
Ishares Gold Trust

ETFs
56
+ 2.14%
$61.62 - $72.77 $3.45K - $4.08K
2.67K $194K
ORCL
Oracle Corp

Technology
16
+ 3.63%
$218.96 - $328.33 $3.5K - $5.25K
457 $128K
MA
Mastercard Inc

Financial Services
51
+ 12.66%
$550.18 - $598.96 $28.1K - $30.5K
454 $258K
SIL
Global X Silver Miners ETF

ETFs
1
+ 0.07%
$47.34 - $71.63 $47.3 - $71.6
1.37K $97K
NEE
Nextera Energy Inc

Utilities
255
+ 17.35%
$69.77 - $77.54 $17.8K - $19.8K
1.73K $130K
AMAT
Applied Materials Inc

Technology
10
+ 0.93%
$156.25 - $204.95 $1.56K - $2.05K
1.08K $221K
JPM
Jpmorgan Chase & CO

Financial Services
20
+ 2.77%
$282.78 - $316.06 $5.66K - $6.32K
743 $234K
PKW
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.04%
$123.59 - $132.83 $124 - $133
2.38K $315K
CRWD
Crowd Strike Holdings, Inc.

Technology
78
+ 8.43%
$412.46 - $514.1 $32.2K - $40.1K
1K $491K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.4%
$357.4 - $423.42 $715 - $847
499 $202K
BAC
Bank Of America Corp

Financial Services
77
+ 2.24%
$44.92 - $52.42 $3.46K - $4.04K
3.52K $181K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5
+ 0.09%
$52.12 - $55.33 $261 - $277
5.89K $325K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
19
+ 0.79%
$41.53 - $66.18 $789 - $1.26K
2.44K $138K
EQIX
Equinix Inc

Real Estate
24
+ 21.82%
$756.7 - $811.13 $18.2K - $19.5K
134 $104K
MMM
3 M CO

Industrials
103
+ 28.3%
$144.41 - $160.2 $14.9K - $16.5K
467 $72K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
169
+ 2.8%
$70.85 - $76.96 $12K - $13K
6.2K $471K
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.32%
$184.85 - $231.54 $185 - $232
314 $72K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2
+ 0.03%
$23.82 - $25.84 $47.6 - $51.7
7.16K $184K
XOM
Exxon Mobil Corp

Energy
37
+ 1.88%
$105.83 - $117.22 $3.92K - $4.34K
2.01K $226K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
77
+ 0.65%
$102.4 - $103.88 $7.88K - $8K
12K $1.24M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
244
+ 25.74%
$52.39 - $53.11 $12.8K - $13K
1.19K $63K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.27%
$284.45 - $324.95 $284 - $325
371 $118K
QCOM
Qualcomm Inc

Technology
5
+ 0.31%
$145.84 - $173.55 $729 - $868
1.63K $270K
AXP
American Express CO

Financial Services
4
+ 0.57%
$294.27 - $342.31 $1.18K - $1.37K
711 $236K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
3
+ 0.11%
$50.79 - $54.95 $152 - $165
2.8K $153K
O
Realty Income Corp

Real Estate
3
+ 0.11%
$56.13 - $60.79 $168 - $182
2.69K $163K
UNP
Union Pacific Corp

Industrials
2
+ 0.17%
$214.91 - $237.16 $430 - $474
1.21K $286K
RWK
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.11%
$116.93 - $128.98 $117 - $129
922 $115K
FILL
Ishares Inc Msci Global Energy

ETFs
17
+ 0.34%
$23.87 - $25.82 $406 - $439
5.03K $126K
IBM
International Business Machines Corp

Technology
40
+ 14.76%
$234.77 - $292.47 $9.39K - $11.7K
311 $87K
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 1.43%
$215.01 - $273.02 $645 - $819
213 $53K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
71
+ 45.51%
$68.95 - $75.02 $4.9K - $5.33K
227 $17K
AMZN
Amazon Com Inc

Consumer Cyclical
23
+ 0.21%
$211.65 - $238.24 $4.87K - $5.48K
11.1K $2.44M
WMT
Walmart Inc.

Consumer Defensive
18
+ 2.29%
$94.4 - $104.27 $1.7K - $1.88K
805 $82K
HCA
Hca Healthcare, Inc.

Healthcare
2
+ 1.57%
$334.32 - $426.2 $669 - $852
129 $54K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1
+ 0.08%
$54.35 - $59.32 $54.4 - $59.3
1.3K $76K
UBER
Uber Technologies, Inc

Technology
45
+ 17.79%
$86.91 - $99.57 $3.91K - $4.48K
298 $29K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11
+ 0.68%
$62.09 - $66.51 $683 - $732
1.63K $106K
IDNA
Ishares Tr Genomics Immunology

ETFs
48
+ 3.56%
$20.64 - $23.61 $991 - $1.13K
1.4K $32K
WFC
Wells Fargo & Company

Financial Services
42
+ 11.76%
$77.05 - $85.16 $3.24K - $3.58K
399 $33K
FTCS
First Trust Capital Strength E

ETFs
1
+ 0.08%
$89.72 - $93.74 $89.7 - $93.7
1.25K $117K
PFM
Invesco Exchange Traded Fd Tr

ETFs
33
+ 4.08%
$48.04 - $50.89 $1.59K - $1.68K
841 $42K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
25
+ 5.14%
$82.58 - $90.36 $2.06K - $2.26K
511 $46K
SNOW
Snowflake Inc.

Technology
17
+ 16.5%
$191.73 - $241.0 $3.26K - $4.1K
120 $27K
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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