Five Oceans Advisors Purchases in Q3 2024

Five Oceans Advisors

  • $189 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
75.4K
+ 149.4%
$100.3 - $100.74 $7.56M - $7.6M
126K $12.7M
AAPL
Apple Inc.

Technology
1.72K
+ 5.85%
$207.23 - $234.82 $356K - $404K
31.1K $7.24M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7.54K
+ 2.29%
$31.05 - $34.29 $234K - $258K
337K $11.6M
IEFA
Ishares Tr

ETFs
11.4K
New
$70.09 - $78.74 $798K - $896K
11.4K $888K
DFIC
Dimensional ETF Tr Dimensional

ETFs
10.9K
+ 6.48%
$25.36 - $28.37 $277K - $310K
180K $5.05M
NVS
Novartis Ag

Healthcare
3.81K
+ 58.67%
$106.13 - $120.89 $404K - $460K
10.3K $1.18M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.97K
New
$173.36 - $189.8 $342K - $374K
1.97K $374K
ORCL
Oracle Corp

Technology
1.36K
+ 35.99%
$125.9 - $170.35 $171K - $231K
5.13K $873K
TSLA
Tesla, Inc.

Consumer Cyclical
81
+ 1.63%
$191.76 - $263.26 $15.5K - $21.3K
5.05K $1.32M
IWF
Ishares Russell 1000 Gr ETF

ETFs
898
New
$332.02 - $382.76 $298K - $344K
898 $337K
DFIP
Dimensional ETF Tr Inflation P

ETFs
362
+ 0.18%
$40.69 - $42.46 $14.7K - $15.4K
203K $8.6M
RTX
Raytheon Technologies Corp

Industrials
2.54K
New
$99.55 - $123.34 $252K - $313K
2.54K $307K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.35K
New
$210.25 - $231.86 $285K - $314K
1.35K $302K
TGT
Target Corp

Consumer Defensive
1.89K
New
$133.47 - $159.25 $252K - $301K
1.89K $294K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.45K
New
$57.32 - $62.65 $255K - $279K
4.45K $277K
CM
Canadian Imperial Bank Of Commerce

Financial Services
4.22K
New
$47.28 - $62.24 $199K - $262K
4.22K $258K
JPM
Jpmorgan Chase & CO

Financial Services
943
+ 14.89%
$194.9 - $224.8 $184K - $212K
7.28K $1.53M
RY
Royal Bank Of Canada

Financial Services
1.14K
+ 18.76%
$105.65 - $124.73 $120K - $142K
7.21K $899K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.03K
New
$105.53 - $118.34 $214K - $240K
2.03K $237K
GE
General Electric CO

Industrials
1.25K
New
$156.66 - $189.66 $196K - $237K
1.25K $235K
GILD
Gilead Sciences, Inc.

Healthcare
2.8K
New
$66.59 - $83.99 $186K - $235K
2.8K $234K
SPG
Simon Property Group Inc

Real Estate
1.38K
New
$146.09 - $170.11 $201K - $235K
1.38K $233K
TFC
Truist Financial Corp

Financial Services
5.47K
New
$38.22 - $44.94 $209K - $246K
5.47K $233K
NEE
Nextera Energy Inc

Utilities
2.71K
New
$69.9 - $84.97 $189K - $230K
2.71K $229K
NVR
Nvr Inc

Consumer Cyclical
23
New
$7421.51 - $9811.8 $171K - $226K
23 $225K
CTAS
Cintas Corp

Industrials
1.09K
New
$201.38 - $819.83 $219K - $892K
1.09K $223K
KR
Kroger CO

Consumer Defensive
3.83K
New
$50.43 - $57.3 $193K - $219K
3.83K $219K
GWW
W.W. Grainger, Inc.

Industrials
211
New
$896.19 - $1044.18 $189K - $220K
211 $219K
RACE
Ferrari N.V.

Consumer Cyclical
466
New
$405.92 - $496.79 $189K - $232K
466 $219K
BMY
Bristol Myers Squibb CO

Healthcare
4.1K
New
$39.66 - $51.75 $162K - $212K
4.1K $212K
ISRG
Intuitive Surgical Inc

Healthcare
430
New
$416.14 - $494.01 $179K - $212K
430 $211K
WM
Waste Management Inc

Industrials
1K
New
$196.96 - $223.45 $198K - $224K
1K $208K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3.05K
+ 3.51%
$25.21 - $28.46 $76.8K - $86.7K
89.7K $2.52M
SLF
Sun Life Financial Inc

Financial Services
3.58K
New
$47.07 - $58.09 $169K - $208K
3.58K $207K
ERIC
Ericsson Lm Telephone CO

Technology
27.3K
New
$6.19 - $7.77 $169K - $212K
27.3K $206K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.22K
New
$149.02 - $167.67 $182K - $205K
1.22K $204K
SONY
Sony Group Corp

Technology
1.49K
+ 28.17%
$81.61 - $98.65 $121K - $147K
6.76K $652K
NOW
Service Now, Inc.

Technology
227
New
$730.87 - $937.36 $166K - $213K
227 $203K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.73K
New
$98.71 - $117.61 $171K - $204K
1.73K $203K
FICO
Fair Isaac Corp

Technology
104
New
$1496.51 - $1947.38 $156K - $203K
104 $202K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.98K
New
$98.99 - $101.51 $196K - $201K
1.98K $200K
IBM
International Business Machines Corp

Technology
350
+ 15.31%
$175.1 - $223.38 $61.3K - $78.2K
2.64K $582K
DFAS
Dimensional ETF Tr U S Small C

ETFs
93
+ 0.28%
$59.25 - $65.33 $5.51K - $6.08K
33.6K $2.18M
UNH
Unitedhealth Group Inc

Healthcare
54
+ 3.16%
$488.01 - $604.18 $26.4K - $32.6K
1.77K $1.03M
TXN
Texas Instruments Inc

Technology
777
+ 53.48%
$194.6 - $194.6 $151K - $151K
2.23K $433K
HD
Home Depot, Inc.

Consumer Cyclical
22
+ 0.96%
$333.64 - $405.2 $7.34K - $8.91K
2.31K $935K
WMT
Walmart Inc.

Consumer Defensive
54
+ 0.54%
$66.91 - $81.4 $3.61K - $4.4K
10.1K $817K
VZ
Verizon Communications Inc

Communication Services
1.38K
+ 8.96%
$38.89 - $45.0 $53.5K - $61.9K
16.7K $751K
TD
Toronto Dominion Bank

Financial Services
957
+ 14.48%
$54.54 - $64.56 $52.2K - $61.8K
7.57K $478K
Activity Summary
Buys All Purchases 109 New Holdings 29 Increased Positions 80 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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