Tidemark, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $263 Million distributed in 704 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Actively Managed ETF T with a value of $36.3M, Spdr Portfolio S&P 500 ETF (Ma with a value of $19.3M, Invesco Exchange Traded Fd Tr with a value of $15.7M, Spdr Portfolio with a value of $14.5M, and Global X Fds Adaptive U S Fact with a value of $13.4M.
Examining the 13F form we can see an increase of $10.6M in the current position value, from $253M to 263M.
Tidemark, LLC is based out at San Diego, CA
Below you can find more details about Tidemark, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$263 Million
ETFs: $235 Million
Technology: $9.97 Million
Consumer Cyclical: $4.95 Million
Healthcare: $2.71 Million
Communication Services: $2.1 Million
Financial Services: $2.1 Million
Industrials: $1.91 Million
Energy: $1.85 Million
Other: $2.13 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
