Five Oceans Advisors Purchases in Q4 2024

Five Oceans Advisors

  • $197 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PH
Parker Hannifin Corp

Industrials
3
+ 0.69%
$621.74 - $709.46 $1.87K - $2.13K
438 $278K
ETN
Eaton Corp PLC

Industrials
5
+ 0.55%
$326.96 - $377.52 $1.63K - $1.89K
914 $303K
ABT
Abbott Laboratories

Healthcare
32
+ 1.4%
$111.93 - $119.39 $3.58K - $3.82K
2.32K $262K
LYG
Lloyds Banking Group PLC

Financial Services
8.89K
+ 15.96%
$2.67 - $3.23 $23.7K - $28.7K
64.6K $175K
MSFT
Microsoft Corp

Technology
275
+ 2.08%
$406.35 - $454.46 $112K - $125K
13.5K $5.68M
DFSI
Dimensional ETF Tr Dimen Intl
49.8K
+ 39.44%
N/A
176K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
14.7K
+ 4.67%
N/A
330K $0
DFSU
Dimensional ETF Tr Dimen Us Su
11.9K
+ 16.6%
N/A
83.5K $0
Natwest Group PLC
1.36K
+ 11.99%
N/A
12.7K $0
Blackrock Inc
274
New
N/A
274 $0
Lam Research Corp
3.26K
New
N/A
3.26K $0
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
27
+ 0.65%
$50.37 - $50.6 $1.36K - $1.37K
4.17K $209K
Arista Networks Inc
2.47K
New
N/A
2.47K $0
GBIL
Goldman Sachs Access Treasury

ETFs
9
+ 0.24%
$99.85 - $100.22 $899 - $902
3.81K $380K
VT
Vanguard Total World Stk Index

ETFs
63
+ 1.28%
$117.09 - $123.07 $7.38K - $7.75K
4.99K $585K
WM
Waste Management Inc

Industrials
5
+ 0.5%
$201.79 - $228.46 $1.01K - $1.14K
1.01K $203K
TT
Trane Technologies PLC

Industrials
4
+ 0.62%
$369.35 - $419.14 $1.48K - $1.68K
652 $240K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.1%
$442.29 - $483.08 $885 - $966
2.01K $910K
ORCL
Oracle Corp

Technology
23
+ 0.45%
$165.41 - $192.43 $3.8K - $4.43K
5.15K $858K
PGR
Progressive Corp

Financial Services
11
+ 0.86%
$239.6 - $268.88 $2.64K - $2.96K
1.29K $309K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
176
+ 1.41%
$41.17 - $43.34 $7.25K - $7.63K
12.7K $524K
EMB
Ishares Tr

ETFs
15
+ 0.39%
$88.94 - $93.46 $1.33K - $1.4K
3.85K $342K
MCD
Mcdonalds Corp

Consumer Cyclical
12
+ 0.88%
$288.47 - $316.54 $3.46K - $3.8K
1.38K $400K
AFL
Aflac Inc

Financial Services
14
+ 0.58%
$100.37 - $115.27 $1.41K - $1.61K
2.41K $249K
DFIV
Dimensional ETF Tr

ETFs
225
+ 1.9%
$34.86 - $37.97 $7.84K - $8.54K
12.1K $428K
CTAS
Cintas Corp

Industrials
7
+ 0.64%
$182.7 - $226.47 $1.28K - $1.59K
1.1K $200K
MRK
Merck & Co., Inc.

Healthcare
297
+ 7.89%
$96.31 - $114.76 $28.6K - $34.1K
4.06K $403K
SHW
Sherwin Williams CO

Basic Materials
6
+ 0.81%
$338.75 - $399.71 $2.03K - $2.4K
751 $255K
CAT
Caterpillar Inc

Industrials
10
+ 0.85%
$360.37 - $416.88 $3.6K - $4.17K
1.19K $432K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
3
+ 0.58%
$396.64 - $516.74 $1.19K - $1.55K
521 $209K
DFAI
Dimensional ETF Tr

ETFs
45
+ 0.32%
$29.0 - $31.6 $1.31K - $1.42K
14.1K $411K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
139
+ 1.24%
$96.64 - $101.23 $13.4K - $14.1K
11.3K $1.1M
URI
United Rentals, Inc.

Industrials
4
+ 1.07%
$704.44 - $880.32 $2.82K - $3.52K
377 $265K
AZN
Astrazeneca PLC

Healthcare
1.06K
+ 11.94%
$63.2 - $79.58 $67K - $84.4K
9.94K $651K
CMCSA
Comcast Corp

Communication Services
298
+ 2.48%
$37.39 - $45.14 $11.1K - $13.5K
12.3K $462K
DFAX
Dimensional ETF Tr
810
+ 2.65%
$24.76 - $27.04 $20.1K - $21.9K
31.4K $781K
TD
Toronto Dominion Bank

Financial Services
528
+ 6.98%
$51.56 - $63.8 $27.2K - $33.7K
8.09K $430K
LMT
Lockheed Martin Corp

Industrials
6
+ 1.03%
$479.66 - $614.62 $2.88K - $3.69K
587 $285K
KLAC
Kla Corp

Technology
3
+ 0.77%
$614.46 - $829.55 $1.84K - $2.49K
392 $247K
DHI
Horton D R Inc

Consumer Cyclical
7
+ 0.44%
$137.24 - $194.56 $961 - $1.36K
1.59K $222K
AMD
Advanced Micro Devices Inc

Technology
26
+ 1.26%
$118.88 - $172.8 $3.09K - $4.49K
2.09K $252K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.96K
+ 2.19%
$26.16 - $28.82 $51.4K - $56.6K
91.7K $2.4M
DFIC
Dimensional ETF Tr Dimensional

ETFs
7.19K
+ 4.0%
$25.61 - $28.0 $184K - $201K
187K $4.83M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
106K
+ 98.54%
$18.41 - $40.87 $1.96M - $4.35M
215K $3.97M
Activity Summary
Buys All Purchases 95 New Holdings 12 Increased Positions 83 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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