Tidemark, LLC Incresed Positions in Q4 2024

Tidemark, LLC

  • $253 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AXP
American Express CO

Financial Services
74
+ 14.15%
$267.35 - $305.57 $19.8K - $22.6K
597 $177K
META
Meta Platforms, Inc.

Communication Services
42
+ 7.09%
$554.08 - $632.68 $23.3K - $26.6K
634 $373K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
108
+ 20.77%
$172.07 - $207.36 $18.6K - $22.4K
628 $124K
SIL
Global X Silver Miners ETF

ETFs
1.08K
+ 379.58%
$31.61 - $41.98 $34.1K - $45.3K
1.36K $43K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
581
+ 14525.0%
$55.45 - $61.08 $32.2K - $35.5K
585 $32K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
882
+ 7.41%
$47.26 - $48.18 $41.7K - $42.5K
12.8K $605K
JPM
Jpmorgan Chase & CO

Financial Services
51
+ 7.57%
$205.18 - $250.29 $10.5K - $12.8K
725 $173K
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
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
CRM
Salesforce, Inc.

Technology
18
+ 9.89%
$270.87 - $367.87 $4.88K - $6.62K
200 $66K
RSP
Invesco S&P 500 Equal Weight E

ETFs
103
+ 31.4%
$174.22 - $187.62 $17.9K - $19.3K
431 $75K
MA
Mastercard Inc

Financial Services
25
+ 21.01%
$491.3 - $536.15 $12.3K - $13.4K
144 $75K
DIS
Walt Disney CO

Communication Services
1
+ 0.1%
$92.39 - $117.6 $92.4 - $118
1.02K $113K
EFG
Msci Eafe Growth ETF

ETFs
169
+ 3380.0%
$96.83 - $106.88 $16.4K - $18.1K
174 $16K
COIN
Coinbase Global, Inc.

Technology
38
+ 88.37%
$163.17 - $343.62 $6.2K - $13.1K
81 $20K
URA
Global X Uranium ETF

ETFs
783
+ 18.73%
$26.78 - $33.46 $21K - $26.2K
4.96K $132K
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
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
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
290
+ 38.62%
$44.04 - $49.49 $12.8K - $14.4K
1.04K $45K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
244
+ 35.67%
$58.88 - $64.8 $14.4K - $15.8K
928 $54K
LOW
Lowes Companies Inc

Consumer Cyclical
62
+ 24.12%
$244.52 - $284.07 $15.2K - $17.6K
319 $78K
GWW
W.W. Grainger, Inc.

Industrials
9
+ 900.0%
$1023.06 - $1220.93 $9.21K - $11K
10 $10K
WFC
Wells Fargo & Company

Financial Services
81
+ 33.47%
$54.98 - $77.35 $4.45K - $6.27K
323 $22K
SENS
Senseonics Holdings, Inc.

Healthcare
13.2K
+ 657.6%
$0.25 - $0.59 $3.29K - $7.76K
15.2K $7K
EQT
Eqt Corp

Energy
3
+ 0.45%
$35.62 - $46.89 $107 - $141
674 $31K
DE
Deere & CO

Industrials
14
+ 140.0%
$389.45 - $466.0 $5.45K - $6.52K
24 $10K
SOFI
So Fi Technologies, Inc.

Financial Services
100
+ 17.51%
$7.63 - $16.88 $763 - $1.69K
671 $10K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 1.61%
$486.1 - $608.57 $486 - $609
63 $36K
PANW
Palo Alto Networks Inc

Technology
188
+ 105.62%
$181.96 - $405.9 $34.2K - $76.3K
366 $66K
FXO
First Tr Exchange Traded Fd Fi

ETFs
8
+ 0.57%
$50.63 - $59.0 $405 - $472
1.42K $77K
VB
Vanguard Small Cap ETF

ETFs
19
+ 25.68%
$233.76 - $261.58 $4.44K - $4.97K
93 $22K
ETR
Entergy Corp

Utilities
250
+ 100.0%
$73.19 - $156.4 $18.3K - $39.1K
500 $37K
GLW
Corning Inc

Technology
100
+ 66.67%
$44.11 - $49.76 $4.41K - $4.98K
250 $11K
COP
Conocophillips

Energy
55
+ 112.24%
$95.12 - $114.72 $5.23K - $6.31K
104 $10K
TTD
Trade Desk, Inc.

Technology
17
+ 6.03%
$108.7 - $139.51 $1.85K - $2.37K
299 $35K
TMUS
T Mobile Us, Inc.

Communication Services
18
+ 17.31%
$206.1 - $246.94 $3.71K - $4.44K
122 $26K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4.79K
+ 202.75%
$22.01 - $66.82 $105K - $320K
7.15K $162K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.2K
+ 300.0%
$25.93 - $105.3 $57.1K - $232K
2.94K $81K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
81
+ 9.07%
$69.58 - $74.87 $5.64K - $6.06K
974 $68K
EQIX
Equinix Inc

Real Estate
3
+ 12.0%
$865.69 - $985.0 $2.6K - $2.96K
28 $26K
ISRG
Intuitive Surgical Inc

Healthcare
6
+ 11.76%
$471.27 - $550.62 $2.83K - $3.3K
57 $29K
XYLD
Global X Fds S&P 500 Covered C

ETFs
38
+ 0.93%
$40.86 - $43.42 $1.55K - $1.65K
4.14K $173K
IDNA
Ishares Tr Genomics Immunology

ETFs
243
+ 23.68%
$22.38 - $25.53 $5.44K - $6.2K
1.27K $28K
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
Track This Portfolio

Track Tidemark, LLC Portfolio

Follow Tidemark, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tidemark, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tidemark, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email