Tidemark, LLC Incresed Positions in Q1 2025

Tidemark, LLC

  • $263 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
52K
+ 72181.94%
$97.25 - $104.79 $5.05M - $5.45M
52K $5.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
60.1K
+ 25.79%
$64.88 - $72.1 $3.9M - $4.33M
293K $19.3M
IVE
Ishares S&P 500 Value ETF

ETFs
16.9K
+ 39.45%
$185.78 - $198.58 $3.14M - $3.35M
59.7K $11.4M
GTO
Invesco Actively Managed ETF T

ETFs
51K
+ 7.05%
$45.9 - $47.37 $2.34M - $2.41M
774K $36.3M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
41.4K
+ 21.13%
$65.27 - $71.18 $2.7M - $2.95M
237K $15.7M
GLDM
World Gold Trust

ETFs
27.7K
+ 46.0%
$52.19 - $61.89 $1.44M - $1.71M
87.9K $5.44M
RNEM
First Tr Vi Emerging Mkts Equi

ETFs
31.6K
+ 55.56%
$48.09 - $52.17 $1.52M - $1.65M
88.4K $4.54M
AUSF
Global X Fds Adaptive U S Fact

ETFs
18.5K
+ 6.43%
$41.68 - $43.97 $773K - $815K
307K $13.4M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
39.2K
+ 50.92%
$19.43 - $19.9 $762K - $781K
116K $2.28M
HYDB
Ishares Tr Edge High Yield Def

ETFs
14.4K
+ 682.57%
$46.82 - $47.8 $673K - $687K
16.5K $776K
ICVT
Ishares Tr Convertible Bond Et

ETFs
6.91K
+ 62.71%
$83.18 - $89.27 $575K - $617K
17.9K $1.5M
IYF
Ishares Tr

ETFs
3.6K
+ 250.0%
$107.69 - $119.37 $388K - $430K
5.04K $568K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
10.3K
+ 217.95%
$30.75 - $33.98 $316K - $349K
15K $466K
JMBS
Janus Detroit Str Tr Henderson

ETFs
5.05K
+ 32.42%
$43.53 - $45.42 $220K - $229K
20.6K $931K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.59K
+ 9.69%
$91.76 - $103.26 $329K - $371K
40.6K $3.76M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
159
+ 8.96%
$442.66 - $534.52 $70.4K - $85K
1.93K $1.03M
CVX
Chevron Corp

Energy
4
+ 0.06%
$146.71 - $167.97 $587 - $672
6.89K $1.15M
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
4.2K
+ 5.7%
$25.39 - $26.03 $107K - $109K
77.8K $2.02M
XLE
Energy Sector Spdr

ETFs
1.21K
+ 31.21%
$85.7 - $93.96 $104K - $114K
5.1K $476K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.18K
+ 97.15%
$67.24 - $84.27 $147K - $184K
4.43K $301K
XLV
Select Sector Spdr Fund Health

ETFs
270
+ 3.22%
$137.61 - $149.68 $37.2K - $40.4K
8.66K $1.26M
KCE
Spdr S&P Capital Markets ETF

ETFs
702
+ 84.89%
$122.39 - $146.44 $85.9K - $103K
1.53K $192K
ITA
Ishares Tr

ETFs
429
+ 27.05%
$144.84 - $159.5 $62.1K - $68.4K
2.02K $308K
EFG
Msci Eafe Growth ETF

ETFs
661
+ 379.89%
$96.1 - $106.37 $63.5K - $70.3K
835 $83K
FDVV
Fidelity High Dividend ETF

ETFs
1.34K
+ 230.19%
$48.86 - $52.28 $65.6K - $70.2K
1.93K $95K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
199
+ 12.89%
$507.05 - $563.67 $101K - $112K
1.74K $895K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.03K
+ 2.21%
$27.64 - $28.58 $28.5K - $29.5K
47.8K $1.37M
UNH
Unitedhealth Group Inc

Healthcare
93
+ 12.27%
$461.52 - $548.18 $42.9K - $51K
851 $445K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
1.72K
+ 204.63%
$34.23 - $36.9 $59K - $63.6K
2.57K $91K
USRT
Ishares Core U.S. Reit ETF

ETFs
1.08K
+ 218.5%
$55.14 - $60.29 $59.3K - $64.8K
1.57K $90K
AMD
Advanced Micro Devices Inc

Technology
483
+ 355.15%
$96.63 - $129.55 $46.7K - $62.6K
619 $63K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.54K
+ 14.39%
$40.03 - $46.81 $142K - $165K
28.1K $1.15M
SOFI
So Fi Technologies, Inc.

Financial Services
3.71K
+ 552.46%
$11.18 - $18.03 $41.4K - $66.8K
4.38K $50K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
862
+ 64.86%
$51.45 - $58.51 $44.3K - $50.4K
2.19K $113K
NOC
Northrop Grumman Corp

Industrials
64
+ 64.65%
$433.45 - $513.82 $27.7K - $32.9K
163 $83K
PLTR
Palantir Technologies Inc.

Technology
161
+ 6.35%
$64.98 - $124.62 $10.5K - $20.1K
2.7K $227K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
2.84K
+ 251.82%
$10.61 - $16.49 $30.2K - $46.9K
3.97K $49K
JNJ
Johnson & Johnson

Healthcare
2
+ 0.13%
$142.06 - $167.7 $284 - $335
1.5K $249K
MA
Mastercard Inc

Financial Services
52
+ 36.11%
$504.67 - $576.31 $26.2K - $30K
196 $107K
CRWD
Crowd Strike Holdings, Inc.

Technology
67
+ 10.24%
$308.86 - $455.36 $20.7K - $30.5K
721 $254K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
563
+ 96.24%
$54.25 - $57.64 $30.5K - $32.5K
1.15K $63K
TLT
Ishares Barclays 20+ Year Trea

ETFs
18
+ 0.23%
$85.29 - $92.57 $1.54K - $1.67K
7.7K $701K
XOM
Exxon Mobil Corp

Energy
2
+ 0.07%
$105.44 - $118.93 $211 - $238
2.67K $317K
HOLX
Hologic Inc

Healthcare
758
+ 43.97%
$60.7 - $73.77 $46K - $55.9K
2.48K $153K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
509
+ 3.98%
$47.33 - $47.92 $24.1K - $24.4K
13.3K $632K
SPMD
Spdr Portfolio

ETFs
1.76K
+ 9.84%
$50.21 - $57.73 $88.3K - $101K
19.6K $1M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
536
+ 0.5%
$25.44 - $25.58 $13.6K - $13.7K
108K $2.76M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
14
+ 0.35%
$67.08 - $76.14 $939 - $1.07K
3.97K $292K
META
Meta Platforms, Inc.

Communication Services
56
+ 8.83%
$576.36 - $736.67 $32.3K - $41.3K
690 $397K
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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