Five Oceans Advisors Incresed Positions 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
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
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
NVDA
Nvidia Corp

Technology
3.3K
+ 8.15%
$98.91 - $134.91 $327K - $445K
43.8K $5.32M
DFIP
Dimensional ETF Tr Inflation P

ETFs
362
+ 0.18%
$40.69 - $42.46 $14.7K - $15.4K
203K $8.6M
JPM
Jpmorgan Chase & CO

Financial Services
943
+ 14.89%
$194.9 - $224.8 $184K - $212K
7.28K $1.53M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3.05K
+ 3.51%
$25.21 - $28.46 $76.8K - $86.7K
89.7K $2.52M
SONY
Sony Group Corp

Technology
1.49K
+ 28.17%
$81.61 - $98.65 $121K - $147K
6.76K $652K
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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3
+ 0.15%
$405.19 - $478.57 $1.22K - $1.44K
2.01K $923K
MA
Mastercard Inc

Financial Services
4
+ 0.21%
$429.6 - $500.99 $1.72K - $2K
1.92K $948K
IEMG
Ishares Inc

ETFs
1.69K
+ 10.52%
$53.64 - $53.64 $90.5K - $90.5K
17.7K $951K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
3.84K
+ 36.11%
$15.81 - $18.96 $60.7K - $72.8K
14.5K $260K
ACN
Accenture PLC

Technology
74
+ 6.14%
$295.44 - $355.81 $21.9K - $26.3K
1.28K $452K
PFE
Pfizer Inc

Healthcare
2.67K
+ 35.86%
$27.7 - $31.39 $73.8K - $83.7K
10.1K $292K
SNY
Sanofi

Healthcare
454
+ 9.07%
$48.54 - $58.53 $22K - $26.6K
5.46K $314K
CAT
Caterpillar Inc

Industrials
7
+ 0.6%
$316.8 - $391.12 $2.22K - $2.74K
1.18K $462K
MCD
Mcdonalds Corp

Consumer Cyclical
6
+ 0.44%
$245.82 - $304.51 $1.47K - $1.83K
1.37K $417K
URI
United Rentals, Inc.

Industrials
2
+ 0.54%
$627.41 - $814.1 $1.25K - $1.63K
373 $302K
DFAX
Dimensional ETF Tr
521
+ 1.73%
$24.29 - $27.25 $12.7K - $14.2K
30.6K $827K
COST
Costco Wholesale Corp

Consumer Defensive
11
+ 0.77%
$801.83 - $917.05 $8.82K - $10.1K
1.44K $1.28M
AXP
American Express CO

Financial Services
4
+ 0.27%
$225.92 - $271.17 $904 - $1.08K
1.47K $397K
PGR
Progressive Corp

Financial Services
1
+ 0.08%
$209.46 - $259.24 $209 - $259
1.28K $325K
AZN
Astrazeneca PLC

Healthcare
719
+ 8.81%
$76.67 - $87.62 $55.1K - $63K
8.88K $691K
ENB
Enbridge Inc

Energy
517
+ 8.54%
$35.27 - $41.18 $18.2K - $21.3K
6.57K $266K
T
At&T Inc.

Communication Services
93
+ 0.56%
$18.21 - $22.28 $1.69K - $2.07K
16.7K $367K
SPGI
S&P Global Inc.

Financial Services
25
+ 4.88%
$446.32 - $527.38 $11.2K - $13.2K
537 $277K
TEF
Telefonica S A

Communication Services
4.93K
+ 15.62%
$4.18 - $4.9 $20.6K - $24.2K
36.5K $177K
ABT
Abbott Laboratories

Healthcare
185
+ 8.8%
$100.07 - $118.13 $18.5K - $21.9K
2.29K $260K
MRK
Merck & Co., Inc.

Healthcare
638
+ 20.42%
$111.15 - $128.97 $70.9K - $82.3K
3.76K $427K
VT
Vanguard Total World Stk Index

ETFs
44
+ 0.9%
$107.72 - $119.96 $4.74K - $5.28K
4.93K $589K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 0.17%
$531.86 - $624.21 $532 - $624
590 $364K
CMCSA
Comcast Corp

Communication Services
101
+ 0.85%
$37.33 - $41.78 $3.77K - $4.22K
12K $502K
DE
Deere & CO

Industrials
24
+ 4.16%
$344.84 - $418.0 $8.28K - $10K
601 $250K
DFAI
Dimensional ETF Tr

ETFs
160
+ 1.15%
$28.69 - $32.06 $4.59K - $5.13K
14K $446K
DHR
Danaher Corp

Healthcare
5
+ 0.48%
$239.25 - $280.76 $1.2K - $1.4K
1.06K $293K
UNP
Union Pacific Corp

Industrials
20
+ 1.51%
$221.78 - $256.09 $4.44K - $5.12K
1.35K $331K
DFIS
Dimensional ETF Tr Dimensional

ETFs
33
+ 0.24%
$24.06 - $26.97 $794 - $890
13.9K $373K
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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