Trademark Financial Management, LLC Incresed Positions in Q1 2025

Trademark Financial Management, LLC

  • $131 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Morgan Stanley ETF Trust
50.3K
+ 527.36%
N/A
59.8K $3.03B
DFIV
Dimensional ETF Tr

ETFs
40.1K
+ 284.68%
$35.33 - $40.77 $1.42M - $1.63M
54.2K $2.13B
MGV
Vanguard Mega Cap Value

ETFs
11.5K
+ 33.81%
$123.61 - $133.01 $1.42M - $1.53M
45.5K $5.86B
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
34.8K
+ 330.86%
$40.34 - $45.45 $1.41M - $1.58M
45.4K $2B
USTB
Victory Portfolios Ii Victorys

ETFs
20K
+ 148.47%
$50.08 - $50.71 $1M - $1.01M
33.5K $1.7B
CLOI
Vaneck ETF Tr

ETFs
18.4K
+ 26.1%
$52.68 - $53.16 $970K - $978K
88.9K $4.7B
CWS
Advisorshares Tr Advisorshares

ETFs
13.5K
+ 146.33%
$63.1 - $68.75 $852K - $929K
22.7K $1.49B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
12.4K
+ 51.76%
$64.88 - $72.1 $803K - $893K
36.3K $2.39B
IAU
Ishares Gold Trust

ETFs
833
+ 1.59%
$49.74 - $58.96 $41.4K - $49.1K
53.4K $3.15B
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
23.4K
+ 207.26%
N/A
34.7K $755M
JCPB
J P Morgan Exchange Traded Fd

ETFs
6.76K
+ 12.05%
$45.56 - $47.23 $308K - $319K
62.8K $2.95B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.72K
+ 17.05%
$168.16 - $186.21 $458K - $507K
18.7K $3.19B
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
7.7K
+ 65.06%
$32.66 - $36.43 $251K - $281K
19.5K $685M
KIE
Spdr S&P Insurance ETF

ETFs
2.85K
+ 69.4%
$54.24 - $60.81 $155K - $173K
6.96K $422M
VRIG
Invesco Actively Managed ETF F

ETFs
6.92K
+ 31.93%
$25.06 - $25.19 $173K - $174K
28.6K $717M
VIG
Vanguard Dividend Appreciation

ETFs
699
+ 18.29%
N/A
4.52K $877M
USRT
Ishares Core U.S. Reit ETF

ETFs
1.72K
+ 15.39%
$55.14 - $60.29 $95.1K - $104K
12.9K $745M
COST
Costco Wholesale Corp

Consumer Defensive
52
+ 6.8%
$890.62 - $1076.86 $46.3K - $56K
817 $773M
CGMS
Capital Grp Core Plus Income E
2.17K
+ 15.34%
N/A
16.3K $445M
XOM
Exxon Mobil Corp

Energy
52
+ 1.8%
$105.44 - $118.93 $5.48K - $6.18K
2.95K $350M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
1.17K
+ 6.41%
$19.43 - $19.9 $22.7K - $23.3K
19.4K $381M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
241
+ 6.75%
$98.43 - $98.88 $23.7K - $23.8K
3.81K $377M
AVSE
American Centy ETF Tr Avantis

ETFs
125
+ 1.74%
$48.73 - $53.38 $6.09K - $6.67K
7.29K $375M
IGHG
Proshares Investment Grade Int

ETFs
260
+ 3.91%
$76.51 - $78.81 $19.9K - $20.5K
6.92K $532M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
40
+ 1.08%
$67.03 - $74.61 $2.68K - $2.98K
3.73K $254M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
108
+ 1.41%
$45.21 - $50.33 $4.88K - $5.44K
7.79K $356M
SPY
Spdr S&P 500 ETF Trust

ETFs
46
+ 2.41%
$551.42 - $612.93 $25.4K - $28.2K
1.95K $1.09B
VTI
Vanguard Total Stock Market Et

ETFs
610
+ 3.83%
$271.18 - $303.12 $165K - $185K
16.6K $4.55B
IWF
Ishares Russell 1000 Gr ETF

ETFs
110
+ 1.83%
$360.07 - $417.26 $39.6K - $45.9K
6.13K $2.21B
IVV
Ishares Core S&P 500 ETF

ETFs
1.04K
+ 3.36%
$554.06 - $615.85 $577K - $642K
32.1K $18B
Activity Summary
Buys All Purchases 40 New Holdings 9 Increased Positions 31 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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