Five Oceans Advisors Sells in Q4 2024

Five Oceans Advisors

  • $197 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVS
Novartis Ag

Healthcare
-5.04K
- 48.94%
$96.78 - $117.18 $487K - $590K
5.26K $511K
IEFA
Ishares Tr

ETFs
-8.27K
- 72.71%
$70.06 - $77.43 $580K - $641K
3.11K $218K
ASML
Asml Holding Nv

Technology
-348
- 19.1%
$658.43 - $872.27 $229K - $304K
1.47K $1.02M
PG
Procter & Gamble CO

Consumer Defensive
-1.81K
- 44.56%
$161.05 - $179.7 $291K - $324K
2.25K $376K
VEA
Vanguard Ftse Developed Market

ETFs
-1.71K
- 3.76%
$47.57 - $52.44 $81.4K - $89.8K
43.9K $2.1M
LLY
Eli Lilly & CO

Healthcare
-186
- 13.0%
$727.2 - $932.06 $135K - $173K
1.25K $961K
UNH
Unitedhealth Group Inc

Healthcare
-276
- 15.64%
$485.52 - $625.25 $134K - $173K
1.49K $753K
HD
Home Depot, Inc.

Consumer Cyclical
-550
- 23.82%
$385.02 - $431.37 $212K - $237K
1.76K $684K
TM
Toyota Motor Corp

Consumer Cyclical
-1.71K
- 32.92%
$169.2 - $199.52 $288K - $340K
3.47K $676K
AMGN
Amgen Inc

Healthcare
-482
- 36.49%
$258.78 - $328.31 $125K - $158K
839 $218K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2K
- 8.24%
$44.04 - $49.49 $87.9K - $98.8K
22.2K $978K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-335
- 45.58%
$521.84 - $558.82 $175K - $187K
400 $215K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-12.8K
- 40.91%
$9.25 - $10.62 $118K - $136K
18.4K $179K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-3.8K
- 14.5%
$22.72 - $25.76 $86.4K - $98K
22.4K $521K
ADBE
Adobe Inc.

Technology
-177
- 20.49%
$437.39 - $552.96 $77.4K - $97.9K
687 $305K
QCOM
Qualcomm Inc

Technology
-642
- 25.24%
$150.4 - $178.04 $96.6K - $114K
1.9K $292K
IWD
Ishares Russell 1000 Val ETF

ETFs
-656
- 33.28%
$183.23 - $199.79 $120K - $131K
1.32K $243K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-2.04K
- 6.06%
$63.58 - $71.15 $130K - $145K
31.6K $2.05M
JNJ
Johnson & Johnson

Healthcare
-259
- 5.42%
$143.34 - $165.86 $37.1K - $43K
4.52K $654K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.67K
- 12.2%
$66.77 - $71.52 $111K - $119K
12K $827K
UNP
Union Pacific Corp

Industrials
-297
- 22.07%
$223.15 - $249.32 $66.3K - $74K
1.05K $239K
AMAT
Applied Materials Inc

Technology
-75
- 4.0%
$161.44 - $213.89 $12.1K - $16K
1.8K $292K
VZ
Verizon Communications Inc

Communication Services
-102
- 0.61%
$39.6 - $45.21 $4.04K - $4.61K
16.6K $665K
MA
Mastercard Inc

Financial Services
-263
- 13.7%
$491.3 - $536.15 $129K - $141K
1.66K $872K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-243
- 27.06%
$370.24 - $418.94 $90K - $102K
655 $263K
ACN
Accenture PLC

Technology
-184
- 14.39%
$343.9 - $376.86 $63.3K - $69.3K
1.1K $385K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-18
- 3.05%
$501.29 - $612.85 $9.02K - $11K
572 $297K
INTU
Intuit Inc

Technology
-100
- 22.94%
$602.01 - $706.25 $60.2K - $70.6K
336 $211K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-815
- 5.85%
$24.25 - $26.7 $19.8K - $21.8K
13.1K $321K
DHR
Danaher Corp

Healthcare
-1
- 0.09%
$226.16 - $274.52 $226 - $275
1.06K $242K
IBM
International Business Machines Corp

Technology
-202
- 7.66%
$204.9 - $238.04 $41.4K - $48.1K
2.43K $535K
MPC
Marathon Petroleum Corp

Energy
-46
- 2.93%
$131.65 - $174.84 $6.06K - $8.04K
1.52K $212K
TRV
Travelers Companies, Inc.

Financial Services
-210
- 15.99%
$225.97 - $266.66 $47.5K - $56K
1.1K $265K
TXN
Texas Instruments Inc

Technology
-207
- 9.28%
N/A
2.02K $393K
LOW
Lowes Companies Inc

Consumer Cyclical
-43
- 3.91%
$244.52 - $284.07 $10.5K - $12.2K
1.06K $260K
IEMG
Ishares Inc

ETFs
-696
- 3.92%
N/A
17K $914K
DFAT
Dimensional ETF Tr U S Target

ETFs
-650
- 5.99%
$54.54 - $61.04 $35.5K - $39.7K
10.2K $567K
ERIC
Ericsson Lm Telephone CO

Technology
-5.56K
- 20.37%
$7.36 - $8.59 $40.9K - $47.8K
21.7K $175K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-65
- 4.8%
$209.89 - $233.24 $13.6K - $15.2K
1.29K $273K
SPG
Simon Property Group Inc

Real Estate
-194
- 14.07%
$167.23 - $183.84 $32.4K - $35.7K
1.19K $204K
GOOG
Alphabet Inc.

Communication Services
-1.43K
- 13.45%
$163.08 - $198.16 $234K - $284K
9.23K $1.76M
SPGI
S&P Global Inc.

Financial Services
-20
- 3.72%
$480.36 - $529.17 $9.61K - $10.6K
517 $257K
F
Ford Motor CO

Consumer Cyclical
-1.07K
- 8.62%
$9.69 - $11.4 $10.4K - $12.2K
11.4K $112K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-33
- 0.68%
$71.75 - $75.11 $2.37K - $2.48K
4.81K $345K
GILD
Gilead Sciences, Inc.

Healthcare
-450
- 16.1%
$83.95 - $97.9 $37.8K - $44.1K
2.35K $216K
SPMD
Spdr Portfolio

ETFs
-300
- 4.77%
$54.13 - $59.56 $16.2K - $17.9K
5.99K $327K
BNDX
Vanguard Total International B

ETFs
-17
- 0.18%
$48.91 - $50.61 $831 - $860
9.45K $463K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-107
- 1.38%
$48.33 - $49.08 $5.17K - $5.25K
7.64K $369K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-207
- 3.61%
$44.33 - $49.55 $9.18K - $10.3K
5.53K $248K
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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