Trademark Financial Management, LLC Reduced Holdings in Q3 2024

Trademark Financial Management, LLC

  • $126 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-39.6K
- 45.72%
$85.84 - $85.84 $3.4M - $3.4M
47K $4.56B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-14.7K
- 10.25%
$53.41 - $57.9 $785K - $850K
129K $7.43B
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
-3.74K
- 54.04%
$90.85 - $93.3 $340K - $349K
3.18K $296M
AVUS
American Centy ETF Tr Avantis

ETFs
-4.96K
- 11.75%
$86.27 - $95.15 $428K - $472K
37.2K $3.54B
KIE
Spdr S&P Insurance ETF

ETFs
-5.57K
- 56.89%
$49.44 - $56.87 $275K - $317K
4.22K $240M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
-2.85K
- 54.62%
$81.98 - $86.24 $234K - $246K
2.37K $204M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-6.3K
- 7.99%
$38.33 - $42.48 $242K - $268K
72.6K $3.05B
BNDX
Vanguard Total International B

ETFs
-4.43K
- 45.14%
$48.42 - $50.35 $215K - $223K
5.39K $271M
IHDG
Wisdomtree Tr

ETFs
-4.27K
- 11.82%
$42.42 - $46.78 $181K - $200K
31.9K $1.46B
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
-7.29K
- 27.01%
$25.13 - $27.92 $183K - $204K
19.7K $545M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.64K
- 7.26%
$162.64 - $179.3 $429K - $473K
33.7K $6.04B
VB
Vanguard Small Cap ETF

ETFs
-830
- 29.64%
$214.77 - $237.72 $178K - $197K
1.97K $467M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.59K
- 2.43%
$50.25 - $50.74 $180K - $182K
144K $7.31B
AMZN
Amazon Com Inc

Consumer Cyclical
-467
- 8.14%
$161.02 - $200.0 $75.2K - $93.4K
5.27K $982M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-342
- 12.52%
$211.47 - $281.27 $72.3K - $96.2K
2.39K $587M
AVEM
American Centy ETF Tr Avantis

ETFs
-2.1K
- 22.95%
$57.2 - $65.59 $120K - $138K
7.06K $456M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-4.76K
- 37.7%
$24.06 - $26.97 $114K - $128K
7.86K $211M
HTAB
Hartford Fds Exchange Traded

ETFs
-5.22K
- 29.23%
$19.24 - $19.9 $100K - $104K
12.6K $250M
XLV
Select Sector Spdr Fund Health

ETFs
-903
- 16.53%
$143.3 - $157.24 $129K - $142K
4.56K $702M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-455
- 2.93%
$434.77 - $502.96 $198K - $229K
15.1K $7.37B
FSMD
Fidelity Covington Tr Small Mi

ETFs
-4.89K
- 13.85%
$37.22 - $41.47 $182K - $203K
30.4K $1.26B
JMEE
J P Morgan Exchange Traded Fd

ETFs
-1.65K
- 18.04%
$55.81 - $61.01 $92.3K - $101K
7.51K $458M
USFR
Wisdomtree Floating Rate Treas

ETFs
-1.08K
- 6.83%
$50.2 - $50.48 $54K - $54.3K
14.7K $737M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
-1.12K
- 21.91%
$64.24 - $74.15 $72.2K - $83.3K
4.01K $296M
MUB
Ishares National Muni Bond ETF

ETFs
-439
- 18.52%
$106.13 - $108.7 $46.6K - $47.7K
1.93K $210M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-764
- 18.82%
$56.04 - $62.99 $42.8K - $48.1K
3.3K $201M
VUG
Vanguard Growth ETF

ETFs
-159
- 6.05%
$341.08 - $391.94 $54.2K - $62.3K
2.47K $949M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-455
- 7.31%
$113.41 - $125.62 $51.6K - $57.2K
5.77K $724M
COST
Costco Wholesale Corp

Consumer Defensive
-48
- 5.59%
$801.83 - $917.05 $38.5K - $44K
810 $718M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
-717
- 3.37%
$29.41 - $32.91 $21.1K - $23.6K
20.6K $672M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-399
- 9.39%
$77.02 - $85.06 $30.7K - $33.9K
3.85K $326M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-1.3K
- 7.56%
$12.25 - $13.1 $15.9K - $17K
15.9K $208M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-249
- 4.23%
$57.22 - $64.18 $14.2K - $16K
5.64K $359M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-156
- 3.95%
$48.46 - $54.37 $7.56K - $8.48K
3.8K $204M
AVDE
American Centy ETF Tr Avantis

ETFs
-997
- 6.96%
$60.09 - $67.67 $59.9K - $67.5K
13.3K $893M
OKE
Oneok Inc

Energy
-236
- 8.02%
$78.62 - $95.27 $18.6K - $22.5K
2.71K $247M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-22
- 0.63%
$63.28 - $70.06 $1.39K - $1.54K
3.45K $242M
AAPL
Apple Inc.

Technology
-142
- 6.21%
$207.23 - $234.82 $29.4K - $33.3K
2.14K $500M
UNH
Unitedhealth Group Inc

Healthcare
-17
- 4.03%
$488.01 - $604.18 $8.3K - $10.3K
405 $237M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-102
- 2.25%
$105.53 - $118.34 $10.8K - $12.1K
4.43K $518M
FVD
First Tr Value Line Divid Inde

ETFs
-592
- 3.83%
$40.45 - $45.49 $23.9K - $26.9K
14.9K $676M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-484
- 1.85%
$91.37 - $101.65 $44.2K - $49.2K
25.7K $2.62B
Activity Summary
Buys All Purchases 46 New Holdings 16 Increased Positions 30 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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