Tidemark, LLC Purchases in Q1 2025

Tidemark, LLC

  • $263 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LCID
Lucid Group, Inc.

Consumer Cyclical
89
New
$2.03 - $3.48 $181 - $310
89 $0
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
3
+ 0.35%
$19.7 - $20.61 $59.1 - $61.8
861 $17K
M
Macy'S, Inc.

Consumer Cyclical
29
New
$12.56 - $16.82 $364 - $488
29 $0
XLB
Select Sector Spdr Fd Material

ETFs
10
New
$83.19 - $90.99 $832 - $910
10 $0
IVZ
Invesco Ltd.

Financial Services
55
New
$14.82 - $19.34 $815 - $1.06K
55 $0
EFV
Msci Eafe Value ETF

ETFs
9
New
$51.88 - $60.73 $467 - $547
9 $0
LOW
Lowes Companies Inc

Consumer Cyclical
12
+ 3.76%
$222.66 - $268.42 $2.67K - $3.22K
331 $77K
VTRS
Viatris Inc

Healthcare
1
+ 0.54%
$8.68 - $12.42 $8.68 - $12.4
186 $1K
PFE
Pfizer Inc

Healthcare
113
+ 3.73%
$25.01 - $27.13 $2.83K - $3.07K
3.14K $79K
SJNK
Spdr Bloomberg Short Term High

ETFs
17
+ 0.21%
$25.08 - $25.64 $426 - $436
8.22K $206K
PWZ
Invesco California Amt Free Mu

ETFs
1
+ 0.12%
$23.68 - $24.72 $23.7 - $24.7
838 $19K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
19
+ 4.91%
$77.33 - $90.16 $1.47K - $1.71K
406 $31K
ENSG
Ensign Group, Inc

Healthcare
1
+ 0.12%
$125.4 - $148.86 $125 - $149
861 $111K
UPS
United Parcel Service Inc

Industrials
3
+ 1.01%
$109.66 - $136.26 $329 - $409
300 $32K
XYLD
Global X Fds S&P 500 Covered C

ETFs
115
+ 2.78%
$39.02 - $42.89 $4.49K - $4.93K
4.26K $168K
PKW
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.04%
$109.15 - $120.99 $109 - $121
2.38K $268K
FYC
First Trust Small Cap Growth A

ETFs
1
+ 0.14%
$68.13 - $80.57 $68.1 - $80.6
719 $49K
BAC
Bank Of America Corp

Financial Services
2
+ 0.05%
$39.61 - $47.74 $79.2 - $95.5
3.82K $159K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2
+ 0.03%
$21.23 - $23.75 $42.5 - $47.5
7.16K $154K
AXP
American Express CO

Financial Services
29
+ 4.86%
$255.39 - $325.87 $7.41K - $9.45K
626 $168K
IJK
Ishares S&P Midcap 400 Growth

ETFs
1
+ 0.08%
$81.62 - $96.63 $81.6 - $96.6
1.2K $99K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
10
+ 0.94%
$121.0 - $142.28 $1.21K - $1.42K
1.08K $134K
URA
Global X Uranium ETF

ETFs
317
+ 6.39%
$22.92 - $30.98 $7.27K - $9.82K
5.28K $121K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.27%
$254.58 - $302.92 $255 - $303
370 $94K
TTD
Trade Desk, Inc.

Technology
113
+ 37.79%
$53.59 - $126.58 $6.06K - $14.3K
412 $22K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
32
+ 5.1%
$165.25 - $224.62 $5.29K - $7.19K
660 $109K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3
+ 0.16%
$62.43 - $84.12 $187 - $252
1.9K $123K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.1%
$554.06 - $615.85 $554 - $616
1.01K $565K
CAT
Caterpillar Inc

Industrials
129
+ 5.58%
$326.75 - $407.63 $42.2K - $52.6K
2.44K $804K
GOOG
Alphabet Inc.

Communication Services
285
+ 12.43%
$156.06 - $207.71 $44.5K - $59.2K
2.58K $402K
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.04%
$92.45 - $106.69 $277 - $320
7.82K $726K
XLK
Technology Sector Spdr

ETFs
2.08K
+ 10.56%
$206.38 - $242.18 $430K - $504K
21.8K $4.5M
GOOGL
Alphabet Inc.

Communication Services
57
+ 1.88%
$154.33 - $206.19 $8.8K - $11.8K
3.09K $477K
SPYG
Spdr Portfolio

ETFs
10.3K
+ 6.09%
$80.05 - $92.39 $827K - $954K
180K $14.5M
Activity Summary
Buys All Purchases 235 New Holdings 89 Increased Positions 146 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 3 Puts 1
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