Tidemark, LLC Purchases in Q4 2024

Tidemark, LLC

  • $253 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FISV
Fiserv Inc

Technology
27
New
N/A
27 $3K
VIS
Vanguard Industrial ETF

ETFs
15
New
$254.39 - $279.7 $3.82K - $4.2K
15 $3K
T
At&T Inc.

Communication Services
21
+ 0.58%
$21.22 - $23.88 $446 - $501
3.66K $83K
AJG
Arthur J. Gallagher & Co.

Financial Services
13
New
$278.49 - $315.16 $3.62K - $4.1K
13 $3K
SYK
Stryker Corp

Healthcare
9
New
$345.14 - $392.15 $3.11K - $3.53K
9 $3K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
240
New
$11.91 - $14.14 $2.86K - $3.39K
240 $2K
SO
Southern CO

Utilities
47
+ 20.89%
$81.5 - $94.15 $3.83K - $4.43K
272 $22K
FXL
First Tr Exchange Traded Fd Fi

ETFs
1
+ 0.78%
$136.18 - $158.26 $136 - $158
129 $19K
BLOK
Amplify ETF Tr Trnsformational

ETFs
10
+ 4.07%
$36.5 - $53.22 $365 - $532
256 $11K
WCN
Waste Connections, Inc.

Industrials
16
New
$171.06 - $193.25 $2.74K - $3.09K
16 $2K
HD
Home Depot, Inc.

Consumer Cyclical
23
+ 5.54%
$385.02 - $431.37 $8.86K - $9.92K
438 $170K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.27%
$278.19 - $315.36 $278 - $315
369 $106K
FDIS
Fidelity Covington Tr Msci Con

ETFs
1
+ 0.6%
$85.33 - $104.24 $85.3 - $104
168 $16K
FYC
First Trust Small Cap Growth A

ETFs
1
+ 0.14%
$72.19 - $84.64 $72.2 - $84.6
718 $55K
PKW
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.04%
$114.02 - $125.22 $114 - $125
2.38K $274K
IR
Ingersoll Rand Inc.

Industrials
30
New
$90.46 - $105.35 $2.71K - $3.16K
30 $2K
HON
Honeywell International Inc

Industrials
11
New
$202.84 - $236.0 $2.23K - $2.6K
11 $2K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1
+ 0.44%
$129.96 - $144.97 $130 - $145
228 $31K
ABBV
Abb Vie Inc.

Healthcare
32
+ 11.76%
$164.99 - $203.87 $5.28K - $6.52K
304 $54K
EPI
Wisdomtree Tr India Earnings F

ETFs
37
New
$45.09 - $50.08 $1.67K - $1.85K
37 $1K
CLNE
Clean Energy Fuels Corp.

Energy
454
New
$2.49 - $3.26 $1.13K - $1.48K
454 $1K
SOUN
Soundhound Ai, Inc.

Technology
54
New
$4.51 - $24.23 $244 - $1.31K
54 $1K
VV
Vanguard Large Cap ETF

ETFs
1
+ 1.43%
$260.27 - $280.65 $260 - $281
71 $19K
JHML
John Hancock Multifactor Large

ETFs
4
+ 0.7%
$68.78 - $73.44 $275 - $294
579 $40K
BST
Black Rock Science & Technology Trust

Financial Services
42
New
$34.86 - $38.04 $1.46K - $1.6K
42 $1K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
200
New
$8.17 - $8.66 $1.63K - $1.73K
200 $1K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.28%
$111.85 - $120.71 $112 - $121
355 $40K
ILF
Ishares Latin America 40 ETF

ETFs
74
New
$20.91 - $26.09 $1.55K - $1.93K
74 $1K
CCJ
Cameco Corp

Energy
1
+ 0.23%
$48.64 - $61.14 $48.6 - $61.1
443 $22K
WD
Walker & Dunlop, Inc.

Financial Services
12
New
$95.69 - $116.27 $1.15K - $1.4K
12 $1K
Ishares Bitcoin
199
New
N/A
199 $0
Blackrock Ishares
9.68K
+ 8.64%
N/A
122K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
6.33K
New
N/A
6.33K $0
QTEC
First Trust Nasdaq 100 Technol

ETFs
1
+ 1.11%
$185.87 - $204.12 $186 - $204
91 $17K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1
+ 0.25%
$28.6 - $29.27 $28.6 - $29.3
403 $11K
Blackrock Fdg
30
New
N/A
30 $0
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2
+ 0.36%
$35.45 - $40.33 $70.9 - $80.7
565 $20K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2
+ 0.52%
$84.34 - $95.14 $169 - $190
387 $33K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
1
+ 3.33%
$39.01 - $50.76 $39 - $50.8
31 $1K
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
642
+ 1337.5%
N/A
690 $0
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2
+ 2.0%
$45.17 - $47.23 $90.3 - $94.5
102 $4K
VTRS
Viatris Inc

Healthcare
1
+ 0.54%
$11.32 - $13.37 $11.3 - $13.4
185 $2K
BOTZ
Global X Fds

ETFs
9
+ 6.98%
$31.11 - $34.18 $280 - $308
138 $4K
IDVO
Amplify ETF Tr Intl Enhanced D
258
+ 4.57%
N/A
5.91K $0
PWZ
Invesco California Amt Free Mu

ETFs
1
+ 0.12%
$24.49 - $25.25 $24.5 - $25.3
837 $20K
SBTX
Silverback Therapeutics, Inc.

Healthcare
1.5K
New
N/A
1.5K $0
VCIT
Vanguard Intermediate Term Cor

ETFs
2
+ 1.25%
$80.13 - $83.77 $160 - $168
162 $13K
RYE
Invesco Exchange Traded Fd Tr

ETFs
545
New
N/A
545 $0
FLQH
Franklin Templeton Libertyq In

ETFs
981
New
N/A
981 $0
Activity Summary
Buys All Purchases 258 New Holdings 70 Increased Positions 188 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 3
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