Tidemark
Latest statistics and disclosures from Tidemark's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPLG, GTO, SPHQ, SPY, QQQ, and represent 29.20% of Tidemark's stock portfolio.
- Added to shares of these 10 stocks: GTO (+$15M), AUSF, IVE, DDWM, IDMO, SPYG, XLK, FLTR, BINC, AVEM.
- Started 50 new stock positions in PBE, QGEN, TCRT, PSI, FDS, PHG, Asml Holding N V opt, ICVT, ETSY, AVNS.
- Reduced shares in these 10 stocks: SPAB (-$11M), USFR, DTH, JIG, QQQM, SPEM, SPY, GLD, BSCO, BSCP.
- Sold out of its positions in Alphatec Holdings Inc call, Apple Inc option, Aurora Cannabis, CWD, CHTR, CPNG, BROS, Etf Managers Tr purefunds ise mo, Etf Managers Tr tierra xp latin, EXPI.
- Tidemark was a net buyer of stock by $13M.
- Tidemark has $179M in assets under management (AUM), dropping by 12.20%.
- Central Index Key (CIK): 0002009591
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Portfolio Holdings for Tidemark
Tidemark holds 699 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Tidemark has 699 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Tidemark March 31, 2024 positions
- Download the Tidemark March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Portfolio Etf (SPLG) | 11.9 | $21M | 346k | 61.53 |
|
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| Invesco Total Etf (GTO) | 8.8 | $16M | +3388% | 336k | 46.81 |
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| Invesco Exchange Etf (SPHQ) | 3.0 | $5.4M | +10% | 89k | 60.42 |
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| SPDR S&P Etf (SPY) | 2.9 | $5.2M | -20% | 10k | 523.09 |
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| Invesco Qqq Etf (QQQ) | 2.6 | $4.7M | -11% | 11k | 444.00 |
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| Global X Etf (AUSF) | 2.6 | $4.7M | NEW | 116k | 40.87 |
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| First Trust Etf (FVD) | 2.5 | $4.5M | -13% | 107k | 42.23 |
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| Spdr Mortgage Etf (SPMB) | 2.4 | $4.4M | +37% | 201k | 21.72 |
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| Spdr Portfolio Etf (SPYG) | 2.0 | $3.7M | +161% | 50k | 73.15 |
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| Ishares S&p Etf (IVE) | 2.0 | $3.6M | +375% | 20k | 186.81 |
|
| Apple Common Stock (AAPL) | 1.8 | $3.2M | +2% | 19k | 171.48 |
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| Wisdomtree Dynamic Etf (DDWM) | 1.6 | $2.9M | +1880% | 84k | 34.20 |
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| First Trust Etf (HYLS) | 1.6 | $2.8M | -19% | 68k | 41.23 |
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| Invesco S&p Etf (IDMO) | 1.5 | $2.8M | +2857% | 66k | 42.05 |
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| Spdr Bloomberg Etf (BIL) | 1.4 | $2.6M | -9% | 28k | 91.80 |
|
| Spdr Portfolio Etf (SPTL) | 1.4 | $2.5M | -3% | 90k | 27.94 |
|
| Tesla Common Stock (TSLA) | 1.4 | $2.5M | +41% | 14k | 175.79 |
|
| Spdr Corp Etf (SPBO) | 1.4 | $2.5M | +31% | 84k | 29.11 |
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| Spdr Portfolio Etf (SPTS) | 1.3 | $2.3M | -4% | 79k | 28.92 |
|
| Sector Technology Etf (XLK) | 1.2 | $2.1M | +442% | 10k | 208.28 |
|
| Spdr Portfolio Etf (SPAB) | 1.1 | $1.9M | -85% | 76k | 25.28 |
|
| Vaneck Ig Etf (FLTR) | 1.0 | $1.9M | +692% | 74k | 25.51 |
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| First Trust Etf (RDVY) | 1.0 | $1.8M | 33k | 56.17 |
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| Amazon Common Stock (AMZN) | 1.0 | $1.8M | 10k | 180.38 |
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| Blackrock Flexible Etf (BINC) | 0.9 | $1.6M | NEW | 30k | 52.46 |
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| Sector Healthcare Etf (XLV) | 0.9 | $1.5M | +6% | 10k | 147.74 |
|
| Avantis Emerging Etf (AVEM) | 0.8 | $1.4M | +11146% | 25k | 57.96 |
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| First Trust Etf (FTSM) | 0.8 | $1.4M | +6% | 23k | 59.62 |
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| First Trust Etf (FCAL) | 0.7 | $1.3M | +6% | 27k | 49.65 |
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| Ishares Currency Etf (HEFA) | 0.7 | $1.3M | NEW | 37k | 34.88 |
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| Ishares 0-5 Etf (STIP) | 0.7 | $1.3M | 13k | 99.43 |
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| World Gold Etf (GLDM) | 0.7 | $1.2M | +2752% | 28k | 44.05 |
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| Sector Energy Etf (XLE) | 0.7 | $1.2M | +23% | 13k | 94.41 |
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| Invesco 0-5yr Etf (PBTP) | 0.7 | $1.2M | +113% | 47k | 25.07 |
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| Vanguard Total Etf (VTI) | 0.6 | $1.1M | 4.4k | 259.89 |
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| Invesco S&p Etf (RWJ) | 0.6 | $1.0M | +12% | 24k | 42.81 |
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| Wisdomtree Intl Etf (DTH) | 0.5 | $939k | -76% | 24k | 39.63 |
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| Nvidia Corp Common Stock (NVDA) | 0.5 | $905k | +5% | 1.0k | 903.64 |
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| Vaneck Emerging Etf (HYEM) | 0.5 | $902k | +4739% | 47k | 19.08 |
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| First Trust Etf (CIBR) | 0.5 | $870k | -16% | 15k | 56.39 |
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| First Trust Etf (SKYY) | 0.5 | $848k | -26% | 8.9k | 95.60 |
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| Spdr Portfolio Etf (SPSM) | 0.5 | $842k | 20k | 43.04 |
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| Invesco Nasdaq Etf (QQQM) | 0.5 | $838k | -65% | 4.6k | 182.70 |
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| First Trust Etf (FCVT) | 0.5 | $832k | +11% | 24k | 34.09 |
|
| Caterpillar Common Stock (CAT) | 0.5 | $815k | +3% | 2.2k | 366.48 |
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| Vanguard Information Etf (VGT) | 0.4 | $772k | 1.5k | 524.47 |
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| Spdr Gold Common Stock (GLD) | 0.4 | $759k | -60% | 3.7k | 205.69 |
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| Spdr Portfolio Etf (SPMD) | 0.4 | $750k | -8% | 14k | 53.34 |
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| First Trust Etf (FYX) | 0.4 | $736k | +58% | 7.9k | 93.24 |
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| Global X Etf (PAVE) | 0.4 | $733k | +8% | 18k | 39.81 |
|
| Ishares S&p Etf (IVW) | 0.4 | $722k | 8.6k | 84.44 |
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| Pimco Investment Etf (CORP) | 0.4 | $708k | +749% | 7.4k | 96.05 |
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| Spdr Portfolio Etf (SPIB) | 0.4 | $685k | +15% | 21k | 32.69 |
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| Spdr Tips Etf (SPIP) | 0.4 | $670k | +496% | 26k | 25.62 |
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| Berkshire Hathaway Common Stock (BRK.B) | 0.4 | $668k | +16% | 1.6k | 420.52 |
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| First Trust Etf (FEX) | 0.4 | $663k | -26% | 6.7k | 99.24 |
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| Spdr Intermediate Etf (SPTI) | 0.4 | $659k | -40% | 23k | 28.18 |
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| First Trust Etf (RNEM) | 0.4 | $650k | +858% | 13k | 51.88 |
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| Ishares Treasury Etf (TFLO) | 0.4 | $645k | 13k | 50.69 |
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| Ishares Core Etf (IVV) | 0.4 | $638k | +24% | 1.2k | 525.53 |
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| Spdr Portfolio Etf (SPYD) | 0.3 | $602k | 15k | 40.71 |
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| Spdr Bloomberg Etf (TIPX) | 0.3 | $598k | -34% | 32k | 18.64 |
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| Ishares Core Etf (AGG) | 0.3 | $595k | +31% | 6.1k | 97.94 |
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| Spdr Portfolio Etf (SPDW) | 0.3 | $593k | +85% | 17k | 35.84 |
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| Invesco Aerospace Etf (PPA) | 0.3 | $587k | +504% | 5.8k | 101.57 |
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| Vanguard S&p Etf (VOO) | 0.3 | $570k | +43% | 1.2k | 480.56 |
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| Jpmorgan Etf (JIG) | 0.3 | $562k | -79% | 8.9k | 62.96 |
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| First Trust Etf (FTA) | 0.3 | $532k | -14% | 7.0k | 76.38 |
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| Ishares Core Etf (IEFA) | 0.3 | $507k | +163% | 6.8k | 74.22 |
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| Invesco Bulletshares Etf (BSCO) | 0.3 | $488k | -65% | 23k | 20.97 |
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| Invesco Bulletshares Etf (BSCP) | 0.3 | $488k | -65% | 24k | 20.43 |
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| Schwab Us Etf (SCHD) | 0.3 | $479k | 5.9k | 80.63 |
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| First Trust Etf (LMBS) | 0.3 | $477k | -11% | 9.9k | 48.25 |
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| Spdr Portfolio Etf (SPTM) | 0.3 | $475k | +51% | 7.4k | 64.15 |
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| Microsoft Corp Common Stock (MSFT) | 0.3 | $469k | +9% | 1.1k | 420.57 |
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| Rbb Us Etf (TBIL) | 0.3 | $458k | +1104% | 9.2k | 50.03 |
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| Asml Holding Common Stock (ASML) | 0.2 | $443k | -23% | 456.00 | 971.04 |
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| Vanguard International Etf (VYMI) | 0.2 | $443k | 6.4k | 68.80 |
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| Unitedhealth Group Common Stock (UNH) | 0.2 | $424k | +30% | 858.00 | 494.61 |
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| Alphabet Common Stock (GOOGL) | 0.2 | $419k | 2.8k | 150.93 |
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| Spdr Nuveen Etf (SHM) | 0.2 | $419k | +107% | 8.8k | 47.44 |
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| Ishares Floating Etf (FLOT) | 0.2 | $363k | 7.1k | 51.06 |
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| First Trust Etf (SDVY) | 0.2 | $359k | +70% | 10k | 34.82 |
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| Spdr Portfolio Etf (SPYV) | 0.2 | $353k | +55% | 7.0k | 50.10 |
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| Hubbell Common Stock (HUBB) | 0.2 | $351k | 846.00 | 415.05 |
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| Invesco S&p Etf (RSP) | 0.2 | $340k | +34% | 2.0k | 169.37 |
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| Ishares Conv Etf (ICVT) | 0.2 | $338k | NEW | 4.2k | 79.83 |
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| Wisdomtree Floating Etf (USFR) | 0.2 | $336k | -93% | 6.7k | 50.29 |
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| Pennant Group Common Stock (PNTG) | 0.2 | $324k | 17k | 19.63 |
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| Invesco S&p Etf (SPGP) | 0.2 | $321k | +3% | 3.0k | 106.48 |
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| SPDR S&P Etf (SPYX) | 0.2 | $313k | -67% | 7.3k | 42.80 |
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| Ishares Tips Etf (TIP) | 0.2 | $312k | -6% | 2.9k | 107.40 |
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| First Trust Etf (FNX) | 0.2 | $299k | -7% | 2.6k | 113.37 |
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| Union Pacific Corp Common Stock (UNP) | 0.2 | $295k | 1.2k | 245.93 |
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| Meta Platforms Common Stock (META) | 0.2 | $294k | +33% | 606.00 | 485.77 |
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| First Trust Etf (FYC) | 0.2 | $293k | +19% | 4.5k | 65.69 |
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| Exxon Mobil Common Stock (XOM) | 0.2 | $286k | -8% | 2.5k | 116.24 |
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| Vanguard Total Etf (BND) | 0.2 | $283k | -38% | 3.9k | 72.62 |
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| Chevron Corp Common Stock (CVX) | 0.2 | $277k | -8% | 1.8k | 157.70 |
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| Johnson & Johnson Common Stock (JNJ) | 0.2 | $269k | -21% | 1.7k | 158.16 |
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| Ishares Core Etf (IEMG) | 0.1 | $269k | -4% | 5.2k | 51.60 |
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| Netflix Common Stock (NFLX) | 0.1 | $264k | 435.00 | 607.33 |
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| Amplify High Etf (YYY) | 0.1 | $264k | +18% | 22k | 12.06 |
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| Ishares Msci Etf (ACWV) | 0.1 | $261k | -13% | 2.5k | 105.27 |
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| Wisdomtree Emerging Etf (DGS) | 0.1 | $250k | 4.9k | 50.86 |
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| Invesco Zacks Etf (CZA) | 0.1 | $249k | -31% | 2.5k | 101.69 |
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| First Trust Etf (FTCS) | 0.1 | $249k | -11% | 2.9k | 85.65 |
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| Alphabet Common Stock (GOOG) | 0.1 | $247k | +93% | 1.6k | 152.26 |
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| Spdr Dow Etf (DIA) | 0.1 | $244k | -2% | 614.00 | 397.76 |
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| Invesco Buyback Etf (PKW) | 0.1 | $241k | +14% | 2.2k | 108.24 |
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| Regeneron Pharmaceutical Common Stock (REGN) | 0.1 | $234k | +9% | 244.00 | 960.52 |
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| Dexcom Common Stock (DXCM) | 0.1 | $229k | 1.6k | 138.70 |
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| Spdr Doubleline Etf (TOTL) | 0.1 | $220k | -16% | 5.5k | 40.05 |
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| Vanguard High Etf (VYM) | 0.1 | $215k | 1.8k | 120.99 |
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| Northrop Grumman Common Stock (NOC) | 0.1 | $215k | +14% | 450.00 | 478.41 |
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| Servicenow Common Stock (NOW) | 0.1 | $214k | -3% | 280.00 | 762.40 |
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| Costco Wholesale Common Stock (COST) | 0.1 | $213k | +19% | 291.00 | 733.00 |
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| Spdr Bloomberg Etf (SJNK) | 0.1 | $205k | +46% | 8.1k | 25.22 |
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| Ishares Gold Common Stock (IAU) | 0.1 | $201k | -6% | 4.8k | 42.01 |
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| Invesco Ftse Etf (PRF) | 0.1 | $200k | -18% | 5.2k | 38.47 |
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| Sector Financial Etf (XLF) | 0.1 | $200k | -25% | 4.7k | 42.12 |
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| Qualcomm Common Stock (QCOM) | 0.1 | $198k | +5% | 1.2k | 169.30 |
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| Ishares Mbs Etf (MBB) | 0.1 | $190k | -19% | 2.1k | 92.42 |
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| SPDR S&P Etf (XAR) | 0.1 | $189k | -71% | 1.3k | 140.46 |
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| First Trust Etf (FXH) | 0.1 | $188k | 1.7k | 109.59 |
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| Spdr Portfolio Etf (SPEM) | 0.1 | $184k | -88% | 5.1k | 36.19 |
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| Ishares Msci Etf (QUAL) | 0.1 | $180k | -27% | 1.1k | 164.36 |
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| Janus Henderson Etf (JMBS) | 0.1 | $178k | -77% | 3.9k | 45.10 |
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| Crowdstrike Holdings Common Stock (CRWD) | 0.1 | $178k | +125% | 554.00 | 320.59 |
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| First Trust Etf (QCLN) | 0.1 | $176k | -9% | 5.1k | 34.68 |
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| Ishares Core Etf (IJH) | 0.1 | $174k | +321% | 2.9k | 60.73 |
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| Shopify Common Stock (SHOP) | 0.1 | $172k | 2.2k | 77.17 |
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| Invesco Wilderhill Etf (PBW) | 0.1 | $170k | 7.4k | 23.05 |
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| Pepsico Common Stock (PEP) | 0.1 | $165k | 941.00 | 175.01 |
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| Global X Etf (XYLD) | 0.1 | $163k | -4% | 4.0k | 40.79 |
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| Invesco S&p Etf (RWK) | 0.1 | $163k | 1.4k | 115.07 |
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| Vanguard Growth Etf (VUG) | 0.1 | $163k | +17% | 473.00 | 344.21 |
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| Gilead Sciences Common Stock (GILD) | 0.1 | $161k | 2.2k | 73.25 |
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| Home Depot Common Stock (HD) | 0.1 | $156k | +3% | 406.00 | 383.50 |
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| Resmed Common Stock (RMD) | 0.1 | $153k | 771.00 | 198.03 |
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| Franklin Us Etf (FLLV) | 0.1 | $152k | -67% | 2.8k | 54.65 |
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| Vanguard Dividend Etf (VIG) | 0.1 | $138k | 758.00 | 182.64 |
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| Procter & Gamble Common Stock (PG) | 0.1 | $138k | -5% | 849.00 | 162.19 |
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| Ishares Iboxx Etf (LQD) | 0.1 | $134k | 1.2k | 108.92 |
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| Hologic Common Stock (HOLX) | 0.1 | $134k | 1.7k | 77.96 |
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| Ishares Aerospace Etf (ITA) | 0.1 | $133k | -4% | 1.0k | 131.88 |
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| First Trust Etf (FYT) | 0.1 | $127k | +22% | 2.3k | 54.33 |
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| Alphatec Holdings Common Stock (ATEC) | 0.1 | $125k | 9.1k | 13.79 |
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| Lpl Financial Common Stock (LPLA) | 0.1 | $124k | 471.00 | 264.20 |
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| Walt Disney Common Stock (DIS) | 0.1 | $124k | -17% | 1.0k | 122.31 |
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| Spdr Series Etf (SLYV) | 0.1 | $123k | -42% | 1.5k | 82.96 |
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| Broadcom Common Stock (AVGO) | 0.1 | $121k | +40% | 91.00 | 1326.33 |
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| Sempra Common Stock (SRE) | 0.1 | $117k | 1.6k | 71.83 |
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| Ishares Msci Etf (EFA) | 0.1 | $115k | 1.4k | 79.88 |
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| Ishares Russell Etf (IWD) | 0.1 | $115k | 640.00 | 179.11 |
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| Realty Income Common Stock (O) | 0.1 | $114k | +9% | 2.1k | 54.11 |
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| Vertiv Holdings Common Stock (VRT) | 0.1 | $113k | NEW | 1.4k | 81.68 |
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| Goldman Sachs Etf (GSLC) | 0.1 | $112k | 1.1k | 103.81 |
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| Ishares Select Etf (DVY) | 0.1 | $112k | -7% | 911.00 | 123.18 |
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| Pfizer Common Stock (PFE) | 0.1 | $111k | 4.0k | 27.75 |
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| Ishares Russell Etf (IWF) | 0.1 | $111k | 330.00 | 337.05 |
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| American Express Common Stock (AXP) | 0.1 | $111k | +54% | 486.00 | 227.57 |
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| Ishares S&p Etf (IJT) | 0.1 | $110k | 840.00 | 130.73 |
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| Ark Innovation Etf (ARKK) | 0.1 | $109k | -20% | 2.2k | 50.09 |
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| Bank America Common Stock (BAC) | 0.1 | $108k | 2.8k | 37.92 |
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| First Trust Etf (FEM) | 0.1 | $106k | -17% | 4.6k | 22.87 |
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| Ishares U S Etf (IYH) | 0.1 | $106k | +1110% | 1.7k | 61.88 |
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| Ishares California Etf (CMF) | 0.1 | $104k | 1.8k | 57.54 |
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| Spdr Series Etf (MDYV) | 0.1 | $102k | -7% | 1.3k | 75.98 |
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| Proshares Trust Etf (NOBL) | 0.1 | $102k | 1.0k | 101.42 |
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| Adobe Common Stock (ADBE) | 0.1 | $101k | +30% | 200.00 | 504.60 |
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| Industrial Select Etf (XLI) | 0.1 | $101k | -32% | 798.00 | 125.98 |
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| Ishares Russell Etf (IWO) | 0.1 | $99k | 367.00 | 270.73 |
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| First Trust Etf (LDSF) | 0.1 | $98k | -50% | 5.2k | 18.75 |
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| Blackrock U S Etf (DYNF) | 0.1 | $96k | NEW | 2.2k | 44.41 |
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| Geo Group Common Stock (GEO) | 0.1 | $93k | 6.6k | 14.12 |
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| Invesco Emerging Etf (PCY) | 0.1 | $93k | -82% | 4.5k | 20.46 |
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| First Trust Etf (FMB) | 0.1 | $91k | +21% | 1.8k | 51.35 |
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| Vanguard Health Etf (VHT) | 0.0 | $90k | -10% | 331.00 | 270.52 |
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| Vanguard Small Etf (VBR) | 0.0 | $89k | -32% | 466.00 | 191.88 |
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| Ishares S&p Etf (IJK) | 0.0 | $86k | -2% | 942.00 | 91.25 |
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| SPDR S&P Etf (XSW) | 0.0 | $86k | -14% | 548.00 | 155.99 |
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| John Hancock Etf (JHML) | 0.0 | $86k | 1.3k | 64.74 |
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| Ishares S&p Etf (IJS) | 0.0 | $84k | 820.00 | 102.76 |
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| Bristol Myers Common Stock (BMY) | 0.0 | $84k | -5% | 1.5k | 54.23 |
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| Amplify Cwp Etf (DIVO) | 0.0 | $83k | +114% | 2.1k | 38.88 |
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| Carvana Company Common Stock (CVNA) | 0.0 | $83k | 945.00 | 87.91 |
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| Invesco Ftse Etf (PRFZ) | 0.0 | $82k | -5% | 2.1k | 39.28 |
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| Verizon Communications Common Stock (VZ) | 0.0 | $80k | -29% | 1.9k | 41.95 |
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| First Trust Etf (FUMB) | 0.0 | $80k | 4.0k | 20.04 |
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| First Trust Etf (FTC) | 0.0 | $79k | -12% | 641.00 | 123.28 |
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| First Trust Etf (FIXD) | 0.0 | $74k | -30% | 1.7k | 43.60 |
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| First Trust Etf (FXO) | 0.0 | $74k | -5% | 1.6k | 47.53 |
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| Vanguard Value Etf (VTV) | 0.0 | $73k | -18% | 448.00 | 162.86 |
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| Grayscale Bitcoin Common Stock (GBTC) | 0.0 | $72k | NEW | 1.1k | 63.17 |
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| Ishares U S Etf (IYG) | 0.0 | $72k | +200% | 1.1k | 66.31 |
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| At&t Common Stock (T) | 0.0 | $71k | 4.0k | 17.60 |
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| Illumina Common Stock (ILMN) | 0.0 | $71k | 516.00 | 137.32 |
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| Ishares Core Etf (HDV) | 0.0 | $70k | 639.00 | 110.17 |
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| Sector Consumer Etf (XLP) | 0.0 | $70k | 920.00 | 76.36 |
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| Vanguard Ftse Etf (VEA) | 0.0 | $70k | +22% | 1.4k | 50.19 |
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| Ishares S&p Etf (IUSG) | 0.0 | $69k | +83% | 590.00 | 117.17 |
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| Ishares Msci Etf (IEUS) | 0.0 | $69k | -10% | 1.2k | 56.66 |
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| Pinnacle West Common Stock (PNW) | 0.0 | $68k | 909.00 | 74.73 |
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| Jpmorgan Chase Common Stock (JPM) | 0.0 | $66k | 330.00 | 200.35 |
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| Doubleline Yield Etf (DLY) | 0.0 | $66k | 4.1k | 15.94 |
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| Taiwan Semiconductor Common Stock (TSM) | 0.0 | $65k | 481.00 | 136.05 |
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| Abbvie Common Stock (ABBV) | 0.0 | $65k | -39% | 357.00 | 182.30 |
|
| Intl Business Common Stock (IBM) | 0.0 | $65k | 340.00 | 190.83 |
|
|
| Ishares Short Etf (SHV) | 0.0 | $65k | 585.00 | 110.54 |
|
|
| Ishares Msci Etf (USMV) | 0.0 | $64k | -46% | 760.00 | 83.58 |
|
| Select Sector Etf (XLRE) | 0.0 | $62k | 1.6k | 39.53 |
|
|
| Salesforce Common Stock (CRM) | 0.0 | $61k | -21% | 203.00 | 301.18 |
|
| Lowes Companies Common Stock (LOW) | 0.0 | $59k | +88% | 232.00 | 255.05 |
|
| Visa Common Stock (V) | 0.0 | $58k | +7% | 209.00 | 279.45 |
|
| Wisdomtree Trust Etf (DGRW) | 0.0 | $58k | -20% | 755.00 | 76.19 |
|
| Medical Properties Common Stock (MPW) | 0.0 | $56k | 12k | 4.70 |
|
|
| Vaneck Fallen Etf (ANGL) | 0.0 | $56k | -52% | 1.9k | 29.02 |
|
| Ishares S&p Etf (IJJ) | 0.0 | $55k | 462.00 | 118.29 |
|
|
| Ishares Exponential Etf (XT) | 0.0 | $55k | 915.00 | 59.62 |
|
|
| Ishares Core Etf (IJR) | 0.0 | $54k | -10% | 491.00 | 110.52 |
|
| Enel Chile Common Stock (ENIC) | 0.0 | $54k | 18k | 3.05 |
|
|
| Invesco S&p Etf (SPHD) | 0.0 | $54k | 1.2k | 44.40 |
|
|
| Wisdomtree U S Etf (DES) | 0.0 | $53k | 1.6k | 32.68 |
|
|
| Coca Cola Company Common Stock (KO) | 0.0 | $52k | +92% | 850.00 | 61.21 |
|
| Ishares Msci Etf (EEM) | 0.0 | $52k | 1.3k | 41.08 |
|
|
| Vanguard Short Etf (VTIP) | 0.0 | $52k | 1.1k | 47.89 |
|
|
| Pg&e Corp Common Stock (PCG) | 0.0 | $51k | 3.0k | 16.76 |
|
|
| Schwab Intl Etf (SCHF) | 0.0 | $50k | 1.3k | 39.01 |
|
|
| Leidos Holdings Common Stock (LDOS) | 0.0 | $50k | 378.00 | 131.09 |
|
|
| Wisdomtree U S Etf (DON) | 0.0 | $50k | 1.0k | 48.77 |
|
|
| Ishares 1-5 Year Etf (IGSB) | 0.0 | $49k | 948.00 | 51.28 |
|
|
| Palo Alto Common Stock (PANW) | 0.0 | $48k | 170.00 | 284.13 |
|
|
| Cisco Systems Common Stock (CSCO) | 0.0 | $48k | +19% | 968.00 | 49.89 |
|
| Ishares Russell Etf (IWM) | 0.0 | $48k | -18% | 229.00 | 209.96 |
|
| Nio Common Stock (NIO) | 0.0 | $48k | 11k | 4.50 |
|
|
| Ishares Russell Etf (IWN) | 0.0 | $47k | 295.00 | 158.68 |
|
|
| Viasat Common Stock (VSAT) | 0.0 | $47k | 2.6k | 18.09 |
|
|
| Blackrock Short Etf (NEAR) | 0.0 | $46k | 917.00 | 50.46 |
|
|
| Ishares Technology Etf (IYW) | 0.0 | $46k | -15% | 340.00 | 135.06 |
|
| Alibaba Group Common Stock (BABA) | 0.0 | $46k | 635.00 | 72.31 |
|
|
| Paychex Common Stock (PAYX) | 0.0 | $45k | +9% | 367.00 | 122.80 |
|
| Vanguard Real Etf (VNQ) | 0.0 | $45k | 520.00 | 86.49 |
|
|
| Ishares Russell Etf (IWV) | 0.0 | $44k | 148.00 | 300.08 |
|
|
| United States Etf (CPER) | 0.0 | $44k | 1.8k | 25.12 |
|
|
| Ishares Iboxx Etf (HYG) | 0.0 | $44k | 570.00 | 77.73 |
|
|
| Ishares Morningstar Etf (ILCB) | 0.0 | $44k | 608.00 | 72.47 |
|
|
| Celsius Holdings Common Stock (CELH) | 0.0 | $44k | 531.00 | 82.92 |
|
|
| Invesco Nasdaq Etf (QQQJ) | 0.0 | $44k | 1.5k | 28.91 |
|
|
| Spdr Index Etf (WDIV) | 0.0 | $43k | 723.00 | 59.98 |
|
Past Filings by Tidemark
SEC 13F filings are viewable for Tidemark going back to 2023
- Tidemark 2024 Q1 filed May 13, 2024
- Tidemark 2023 Q4 filed Feb. 9, 2024