Five Oceans Advisors Purchases in Q2 2025

Five Oceans Advisors

  • $205 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TD
Toronto Dominion Bank

Financial Services
411
+ 11.17%
$55.71 - $73.45 $22.9K - $30.2K
4.09K $300K
AXP
American Express CO

Financial Services
29
+ 2.05%
$231.39 - $318.98 $6.71K - $9.25K
1.44K $460K
MS
Morgan Stanley

Financial Services
20
+ 0.66%
$99.83 - $140.86 $2K - $2.82K
3.07K $432K
GE
General Electric CO

Industrials
6
+ 0.48%
$166.81 - $257.39 $1K - $1.54K
1.26K $323K
CMCSA
Comcast Corp

Communication Services
2.34K
+ 27.43%
$32.84 - $36.72 $76.9K - $86K
10.9K $388K
CAT
Caterpillar Inc

Industrials
2
+ 0.17%
$273.94 - $388.21 $548 - $776
1.2K $465K
VT
Vanguard Total World Stk Index

ETFs
40
+ 0.79%
$103.16 - $128.52 $4.13K - $5.14K
5.08K $652K
TT
Trane Technologies PLC

Industrials
6
+ 0.92%
$315.21 - $437.41 $1.89K - $2.62K
658 $287K
INTU
Intuit Inc

Technology
8
+ 2.38%
$544.07 - $787.63 $4.35K - $6.3K
344 $270K
JNJ
Johnson & Johnson

Healthcare
693
+ 18.71%
$146.36 - $159.82 $101K - $111K
4.4K $671K
PM
Philip Morris International Inc.

Consumer Defensive
12
+ 0.58%
$149.23 - $184.95 $1.79K - $2.22K
2.08K $379K
PH
Parker Hannifin Corp

Industrials
2
+ 0.46%
$517.23 - $700.54 $1.03K - $1.4K
440 $307K
IVE
Ishares S&P 500 Value ETF

ETFs
153
+ 7.95%
$168.34 - $195.42 $25.8K - $29.9K
2.08K $405K
SCHW
Schwab Charles Corp

Financial Services
25
+ 0.93%
$69.06 - $91.24 $1.73K - $2.28K
2.71K $246K
MA
Mastercard Inc

Financial Services
22
+ 1.31%
$479.92 - $590.74 $10.6K - $13K
1.7K $953K
AMP
Ameriprise Financial Inc

Financial Services
3
+ 0.52%
$422.19 - $533.73 $1.27K - $1.6K
581 $310K
MCK
Mckesson Corp

Healthcare
2
+ 0.42%
$652.83 - $732.78 $1.31K - $1.47K
480 $351K
V
Visa Inc.

Financial Services
38
+ 1.19%
$308.27 - $373.31 $11.7K - $14.2K
3.23K $1.15M
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.4K
+ 6.64%
$20.99 - $23.93 $29.3K - $33.5K
22.4K $526K
DE
Deere & CO

Industrials
4
+ 0.65%
$412.99 - $531.48 $1.65K - $2.13K
621 $315K
SPMD
Spdr Portfolio

ETFs
164
+ 3.52%
$44.89 - $54.38 $7.36K - $8.92K
4.82K $262K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
437
+ 4.59%
$50.36 - $50.68 $22K - $22.1K
9.96K $504K
ISRG
Intuitive Surgical Inc

Healthcare
3
+ 0.68%
$451.58 - $565.94 $1.35K - $1.7K
442 $240K
T
At&T Inc.

Communication Services
362
+ 2.06%
$26.33 - $28.94 $9.53K - $10.5K
18K $519K
CTAS
Cintas Corp

Industrials
7
+ 0.64%
$190.11 - $227.66 $1.33K - $1.59K
1.11K $246K
KR
Kroger CO

Consumer Defensive
60
+ 1.72%
$64.62 - $74.0 $3.88K - $4.44K
3.54K $254K
GWW
W.W. Grainger, Inc.

Industrials
2
+ 0.94%
$919.93 - $1101.66 $1.84K - $2.2K
215 $223K
LMT
Lockheed Martin Corp

Industrials
6
+ 1.02%
$430.82 - $486.45 $2.58K - $2.92K
595 $275K
ABT
Abbott Laboratories

Healthcare
34
+ 1.43%
$123.95 - $138.08 $4.21K - $4.69K
2.42K $328K
WMB
Williams Companies, Inc.

Energy
17
+ 0.48%
$54.33 - $62.87 $924 - $1.07K
3.57K $224K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
72
+ 0.71%
$96.84 - $99.46 $6.97K - $7.16K
10.3K $1.02M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
241
+ 1.96%
$13.71 - $15.46 $3.3K - $3.73K
12.5K $193K
SPGI
S&P Global Inc.

Financial Services
3
+ 0.58%
$438.31 - $527.29 $1.31K - $1.58K
523 $275K
CRM
Salesforce, Inc.

Technology
21
+ 1.67%
$236.26 - $291.15 $4.96K - $6.11K
1.28K $348K
HIG
Hartford Financial Services Group, Inc.

Financial Services
21
+ 1.2%
$109.83 - $131.67 $2.31K - $2.77K
1.77K $225K
TRV
Travelers Companies, Inc.

Financial Services
18
+ 1.62%
$233.83 - $276.34 $4.21K - $4.97K
1.13K $302K
TJX
Tjx Companies Inc

Consumer Cyclical
25
+ 0.9%
$119.13 - $135.03 $2.98K - $3.38K
2.81K $347K
HD
Home Depot, Inc.

Consumer Cyclical
15
+ 0.85%
$335.24 - $380.78 $5.03K - $5.71K
1.78K $654K
GILD
Gilead Sciences, Inc.

Healthcare
55
+ 2.28%
$96.91 - $113.0 $5.33K - $6.22K
2.46K $273K
DHI
Horton D R Inc

Consumer Cyclical
10
+ 0.63%
$115.1 - $129.63 $1.15K - $1.3K
1.6K $206K
UNP
Union Pacific Corp

Industrials
44
+ 3.86%
$208.27 - $238.46 $9.16K - $10.5K
1.18K $272K
DFSI
Dimensional ETF Tr Dimen Intl
72.7K
+ 47.29%
N/A
226K $0
Linde PLC
82
+ 13.04%
N/A
711 $0
Blackrock Inc
4
+ 1.47%
N/A
277 $0
Gsk PLC
620
+ 10.91%
N/A
6.3K $0
Arista Networks Inc
2.48K
New
N/A
2.48K $0
Ge Vernova Inc
383
New
N/A
383 $0
DFSE
Dimensional ETF Tr Dimen Emrgn
19.5K
+ 5.86%
N/A
352K $0
DFSU
Dimensional ETF Tr Dimen Us Su
33.4K
+ 40.48%
N/A
116K $0
Activity Summary
Buys All Purchases 117 New Holdings 20 Increased Positions 97 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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