Tidemark, LLC Sells in Q1 2025

Tidemark, LLC

  • $263 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPTL
Spdr Portfolio Long Term Treas

ETFs
-235K
- 89.72%
$25.54 - $27.64 $6.01M - $6.5M
26.9K $734K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
-92K
- 37.47%
$40.34 - $45.45 $3.71M - $4.18M
154K $6.78M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.22K
- 12.77%
$222.15 - $428.22 $272K - $524K
8.36K $2.17M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-30.4K
- 66.36%
$43.76 - $45.31 $1.33M - $1.38M
15.4K $692K
PAVE
Global X Fds Us Infrastructure

ETFs
-29.2K
- 82.82%
$37.31 - $43.82 $1.09M - $1.28M
6.05K $228K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
-52.9K
- 16.5%
$34.25 - $37.6 $1.81M - $1.99M
268K $9.85M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-46.7K
- 10.26%
$21.23 - $22.14 $991K - $1.03M
408K $9.01M
AAPL
Apple Inc.

Technology
-554
- 2.84%
$209.68 - $247.1 $116K - $137K
18.9K $4.21M
AVEM
American Centy ETF Tr Avantis

ETFs
-10K
- 11.29%
$57.11 - $62.4 $572K - $625K
78.6K $4.73M
AMZN
Amazon Com Inc

Consumer Cyclical
-184
- 1.71%
$190.26 - $242.06 $35K - $44.5K
10.6K $2.02M
IEFA
Ishares Tr

ETFs
-5.01K
- 66.93%
$69.57 - $78.65 $349K - $394K
2.48K $187K
NVDA
Nvidia Corp

Technology
-90
- 0.86%
$106.98 - $149.43 $9.63K - $13.4K
10.3K $1.12M
CMF
Ishares California Muni Bond E

ETFs
-4.5K
- 81.07%
$55.93 - $57.47 $252K - $259K
1.05K $59K
SPY
Spdr S&P 500 ETF Trust

ETFs
-220
- 4.62%
$551.42 - $612.93 $121K - $135K
4.54K $2.54M
MSFT
Microsoft Corp

Technology
-269
- 9.12%
$375.39 - $447.2 $101K - $120K
2.68K $1.01M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-54
- 1.1%
$468.34 - $539.52 $25.3K - $29.1K
4.86K $2.28M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-9.63K
- 38.32%
$24.73 - $25.62 $238K - $247K
15.5K $395K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-6.82K
- 6.42%
$28.92 - $29.24 $197K - $200K
99.4K $2.91M
VTI
Vanguard Total Stock Market Et

ETFs
-365
- 9.37%
$271.18 - $303.12 $99K - $111K
3.53K $970K
FYX
First Tr Small Cap Core Alphad

ETFs
-1.16K
- 27.67%
$89.26 - $104.61 $104K - $122K
3.04K $274K
VGT
Vanguard Information Technolog

ETFs
-50
- 3.45%
$542.38 - $646.34 $27.1K - $32.3K
1.4K $759K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-4.27K
- 64.82%
$32.5 - $33.3 $139K - $142K
2.32K $77K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.26K
- 18.34%
$95.85 - $99.25 $121K - $125K
5.62K $556K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.2K
- 8.36%
$91.45 - $91.75 $109K - $110K
13.1K $1.2M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-3.71K
- 4.73%
$44.72 - $46.25 $166K - $172K
74.7K $3.44M
RDVY
First Trust Rising Dividend Ac

ETFs
-1.52K
- 7.23%
$57.22 - $63.39 $86.9K - $96.2K
19.5K $1.14M
FVD
First Tr Value Line Divid Inde

ETFs
-2.5K
- 14.73%
$42.61 - $45.51 $107K - $114K
14.5K $645K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-924
- 11.01%
$99.16 - $99.52 $91.6K - $92K
7.47K $743K
CVNA
Carvana Co.

Consumer Cyclical
-435
- 79.38%
$166.52 - $285.33 $72.4K - $124K
113 $23K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-888
- 9.13%
$113.59 - $123.29 $101K - $109K
8.84K $1.03M
YYY
Amplify ETF Tr High Income ETF

ETFs
-6.04K
- 22.88%
$11.38 - $12.01 $68.8K - $72.6K
20.4K $232K
ADBE
Adobe Inc.

Technology
-153
- 76.5%
$377.84 - $464.11 $57.8K - $71K
47 $18K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-3.78K
- 94.13%
$18.46 - $19.19 $69.8K - $72.6K
236 $4K
USFR
Wisdomtree Floating Rate Treas

ETFs
-1.37K
- 75.39%
$50.29 - $50.5 $68.7K - $69K
446 $22K
AVGO
Broadcom Inc.

Technology
-9
- 0.86%
$167.43 - $244.7 $1.51K - $2.2K
1.03K $173K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-733
- 61.96%
$85.24 - $94.86 $62.5K - $69.5K
450 $41K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-736
- 30.99%
$57.21 - $65.8 $42.1K - $48.4K
1.64K $95K
DTH
Wisdomtree Tr

ETFs
-2.24K
- 21.21%
$37.33 - $43.33 $83.5K - $97K
8.31K $352K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-637
- 23.31%
$49.54 - $55.15 $31.6K - $35.1K
2.1K $105K
XLI
Industrial Sector Spdr

ETFs
-294
- 60.37%
$128.78 - $141.67 $37.9K - $41.7K
193 $25K
VIG
Vanguard Dividend Appreciation

ETFs
-203
- 36.84%
N/A
348 $63K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-595
- 41.81%
$50.93 - $57.24 $30.3K - $34.1K
828 $43K
ILMN
Illumina, Inc.

Healthcare
-100
- 21.28%
$79.34 - $144.22 $7.93K - $14.4K
370 $29K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-959
- 7.89%
$42.18 - $45.16 $40.5K - $43.3K
11.2K $495K
BMY
Bristol Myers Squibb CO

Healthcare
-648
- 31.41%
$53.9 - $63.11 $34.9K - $40.9K
1.42K $86K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-258
- 37.39%
$96.88 - $111.25 $25K - $28.7K
432 $43K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-120
- 13.03%
$168.16 - $186.21 $20.2K - $22.3K
801 $136K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-175
- 76.75%
$126.86 - $146.45 $22.2K - $25.6K
53 $6K
ASML
Asml Holding Nv

Technology
-18
- 4.99%
$662.63 - $776.99 $11.9K - $14K
343 $227K
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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