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Tidemark

Latest statistics and disclosures from Tidemark's latest quarterly 13F-HR filing:

Top 5 stock holdings are GTO, SPLG, SPYG, SPHQ, AUSF, and represent 37.50% of Tidemark's stock portfolio.
Added to shares of these 10 stocks: GTO (+$7.3M), DDWM (+$6.0M), BINC, AVEM, SPHQ, AUSF, INTU, SPMB, IVE, CVX.
Started 31 new stock positions in SNPE, BIIB, MGIC, EJUL, GSBD, MINT, ETHE, JEPQ, PJUL, Sirius XM Holdings.
Reduced shares in these 10 stocks: SPLG, HEFA, SPIP, RNEM, SPTL, TSLA, RDVY, SPTM, QQQ, SPDW.
Sold out of its positions in ASAN, CHTR, QDEL, DXC, ETRN, GWRE, SPMO, SPHB, IWP, PFF.
Tidemark was a net buyer of stock by $15M.
Tidemark has $244M in assets under management (AUM), dropping by 12.12%.
Central Index Key (CIK): 0002009591

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Portfolio Holdings for Tidemark

Tidemark holds 627 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Tidemark has 627 total positions. Only the first 250 positions are shown.

Sign up to view all of the Tidemark Sept. 30, 2024 positions
Download the Tidemark September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Total MF Closed and MF Open (GTO)	16.1	$39M	+23%	812k	48.30	View chart
Spdr Portfolio MF Closed and MF Open (SPLG)	6.2	$15M	-19%	225k	67.51	View chart
Spdr Portfolio MF Closed and MF Open (SPYG)	5.6	$14M		164k	82.94	View chart
Invesco Exchange MF Closed and MF Open (SPHQ)	5.0	$12M	+8%	180k	67.27	View chart
Global X MF Closed and MF Open (AUSF)	4.7	$11M	+8%	266k	42.70	View chart
Spdr Mortgage MF Closed and MF Open (SPMB)	4.0	$9.7M	+7%	431k	22.53	View chart
Wisdomtree Dynamic MF Closed and MF Open (DDWM)	4.0	$9.7M	+162%	270k	35.86	View chart
Invesco S&p MF Closed and MF Open (IDMO)	3.5	$8.5M		203k	42.08	View chart
Ishares S&p MF Closed and MF Open (IVE)	3.2	$7.7M	+9%	39k	197.17	View chart
Blackrock Flexible MF Closed and MF Open (BINC)	2.5	$6.0M	+75%	112k	53.53	View chart
Avantis Emerging MF Closed and MF Open (AVEM)	2.1	$5.0M	+53%	77k	64.60	View chart
Apple Common Stock (AAPL)	1.8	$4.3M	+4%	19k	233.01	View chart
Sector Technology MF Closed and MF Open (XLK)	1.8	$4.3M		19k	225.77	View chart
Spdr Portfolio MF Closed and MF Open (SPTL)	1.7	$4.1M	-16%	140k	29.07	View chart
Tesla Common Stock (TSLA)	1.3	$3.2M	-11%	12k	261.63	View chart
Spdr Portfolio MF Closed and MF Open (SPTS)	1.3	$3.1M	+8%	106k	29.41	View chart
Spdr Corp MF Closed and MF Open (SPBO)	1.3	$3.1M	+7%	102k	30.03	View chart
Vaneck Ig MF Closed and MF Open (FLTR)	1.1	$2.8M	+2%	109k	25.47	View chart
SPDR S&P MF Closed and MF Open (SPY)	1.1	$2.7M	-3%	4.8k	573.85	View chart
First Trust MF Closed and MF Open (RNEM)	1.1	$2.7M	-23%	49k	55.14	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	1.0	$2.4M	-10%	4.8k	488.13	View chart
Amazon Common Stock (AMZN)	0.8	$2.0M		11k	186.33	View chart
Ishares Investment MF Closed and MF Open (IGEB)	0.8	$1.9M	+4%	41k	46.47	View chart
Vaneck Emerging MF Closed and MF Open (HYEM)	0.7	$1.6M	+7%	81k	19.89	View chart
World Gold MF Closed and MF Open (GLDM)	0.7	$1.6M	+8%	30k	52.13	View chart
Invesco 0-5yr MF Closed and MF Open (PBTP)	0.6	$1.5M	+8%	58k	25.53	View chart
Global X MF Closed and MF Open (PAVE)	0.6	$1.4M	+14%	35k	41.16	View chart
Sector Healthcare MF Closed and MF Open (XLV)	0.6	$1.4M	-3%	9.1k	154.02	View chart
Spdr Intermediate MF Closed and MF Open (SPTI)	0.6	$1.4M	+4%	48k	29.06	View chart
First Trust MF Closed and MF Open (RDVY)	0.5	$1.3M	-21%	22k	59.21	View chart
Ishares 0-5 MF Closed and MF Open (STIP)	0.5	$1.3M		13k	101.33	View chart
Nvidia Corp Common Stock (NVDA)	0.5	$1.2M		10k	121.45	View chart
Spdr Portfolio MF Closed and MF Open (SPAB)	0.5	$1.2M	-5%	46k	26.14	View chart
Spdr Portfolio MF Closed and MF Open (SPSM)	0.5	$1.2M	+7%	25k	45.51	View chart
Invesco Aerospace MF Closed and MF Open (PPA)	0.5	$1.1M	+19%	10k	114.98	View chart
First Trust MF Closed and MF Open (FCAL)	0.4	$1.1M	-2%	21k	50.18	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.4	$1.1M		3.7k	283.17	View chart
Spdr Portfolio MF Closed and MF Open (SPMD)	0.4	$999k	+8%	18k	54.68	View chart
Spdr Bloomberg MF Closed and MF Open (BIL)	0.4	$983k	-5%	11k	91.81	View chart
Ishares Conv MF Closed and MF Open (ICVT)	0.4	$911k	+3%	11k	83.67	View chart
Caterpillar Common Stock (CAT)	0.4	$897k		2.3k	391.21	View chart
Microsoft Corp Common Stock (MSFT)	0.4	$895k	+4%	2.1k	430.32	View chart
Spdr Bloomberg MF Closed and MF Open (BILS)	0.3	$847k		8.5k	99.59	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.3	$807k	+6%	1.4k	586.69	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.3	$806k	+4%	1.8k	460.26	View chart
First Trust MF Closed and MF Open (FCVT)	0.3	$805k		23k	35.70	View chart
Intuit Common Stock (INTU)	0.3	$803k	+5777%	1.3k	621.00	View chart
First Trust MF Closed and MF Open (FVD)	0.3	$784k	-9%	17k	45.49	View chart
Wisdomtree Intl MF Closed and MF Open (DTH)	0.3	$770k	-5%	19k	41.44	View chart
Spdr Bloomberg MF Closed and MF Open (TIPX)	0.3	$768k	+7%	41k	18.95	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.3	$748k		7.8k	95.76	View chart
Chevron Corp Common Stock (CVX)	0.3	$691k	+156%	4.7k	147.30	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.3	$642k		1.2k	527.99	View chart
Ishares Treasury MF Closed and MF Open (TFLO)	0.3	$638k		13k	50.60	View chart
Rbb Us MF Closed and MF Open (TBIL)	0.3	$632k	+8%	13k	50.04	View chart
Spdr Portfolio MF Closed and MF Open (SPYD)	0.3	$628k		14k	45.65	View chart
Spdr Gold Common Stock (GLD)	0.2	$596k	-2%	2.5k	243.11	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.2	$592k	+5%	7.6k	78.05	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.2	$591k	+7%	7.0k	84.53	View chart
Pennant Group Common Stock (PNTG)	0.2	$589k		17k	35.70	View chart
Ishares Core MF Closed and MF Open (IVV)	0.2	$582k	+6%	1.0k	577.19	View chart
Spdr Nuveen MF Closed and MF Open (SHM)	0.2	$573k	+26%	12k	48.14	View chart
Alphabet Common Stock (GOOGL)	0.2	$521k	+2%	3.1k	165.86	View chart
Invesco S&p MF Closed and MF Open (RWJ)	0.2	$513k	-25%	11k	45.71	View chart
Ishares Core MF Closed and MF Open (AGG)	0.2	$513k		5.1k	101.27	View chart
Unitedhealth Group Common Stock (UNH)	0.2	$508k		869.00	584.75	View chart
Invesco Nasdaq MF Closed and MF Open (QQQM)	0.2	$458k	-29%	2.3k	200.88	View chart
Jpmorgan MF Closed and MF Open (JIG)	0.2	$454k		6.7k	67.43	View chart
Asml Holding Common Stock (ASML)	0.2	$384k		460.00	833.88	View chart
First Trust MF Closed and MF Open (CIBR)	0.2	$366k	+31%	6.2k	59.23	View chart
Hubbell Common Stock (HUBB)	0.1	$362k		846.00	428.35	View chart
First Trust MF Closed and MF Open (FYX)	0.1	$357k	-7%	3.6k	99.55	View chart
Ishares Global MF Closed and MF Open (IXN)	0.1	$340k	+72%	4.1k	82.55	View chart
Meta Platforms Common Stock (META)	0.1	$339k	-4%	592.00	573.13	View chart
Alphabet Common Stock (GOOG)	0.1	$338k	+3%	2.0k	167.22	View chart
First Trust MF Closed and MF Open (HYLS)	0.1	$336k	-16%	8.0k	41.96	View chart
First Trust MF Closed and MF Open (FEX)	0.1	$330k		3.2k	104.18	View chart
First Trust MF Closed and MF Open (FTSM)	0.1	$327k		5.5k	59.88	View chart
Amplify Cwp MF Closed and MF Open (DIVO)	0.1	$325k	-3%	7.9k	41.19	View chart
Amplify High MF Closed and MF Open (YYY)	0.1	$323k	-5%	26k	12.33	View chart
Netflix Common Stock (NFLX)	0.1	$313k		441.00	709.27	View chart
Ishares Floating MF Closed and MF Open (FLOT)	0.1	$309k		6.0k	51.04	View chart
Exxon Mobil Common Stock (XOM)	0.1	$304k		2.6k	117.26	View chart
Spdr Portfolio MF Closed and MF Open (SPYV)	0.1	$298k	-3%	5.6k	52.87	View chart
Vanguard International MF Closed and MF Open (VYMI)	0.1	$298k	-18%	4.1k	73.42	View chart
Union Pacific Corp Common Stock (UNP)	0.1	$296k		1.2k	246.48	View chart
Ishares Esg MF Closed and MF Open (EUSB)	0.1	$293k	NEW	6.6k	44.30	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.1	$289k		2.3k	125.62	View chart
Spdr Portfolio MF Closed and MF Open (SPDW)	0.1	$287k	-45%	7.6k	37.56	View chart
Costco Wholesale Common Stock (COST)	0.1	$281k		317.00	887.30	View chart
Invesco Buyback MF Closed and MF Open (PKW)	0.1	$273k		2.4k	114.55	View chart
First Trust MF Closed and MF Open (FTA)	0.1	$271k	-43%	3.4k	79.15	View chart
Regeneron Pharmaceutical Common Stock (REGN)	0.1	$259k		246.00	1051.23	View chart
Spdr Dow MF Closed and MF Open (DIA)	0.1	$256k		604.00	423.12	View chart
Sector Energy MF Closed and MF Open (XLE)	0.1	$254k	-13%	2.9k	87.82	View chart
Servicenow Common Stock (NOW)	0.1	$252k		282.00	894.39	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$247k		1.5k	162.09	View chart
Ishares Aerospace MF Closed and MF Open (ITA)	0.1	$238k	+24%	1.6k	149.73	View chart
Spdr Portfolio MF Closed and MF Open (SPIB)	0.1	$231k	-13%	6.8k	33.71	View chart
Applied Materials Common Stock (AMAT)	0.1	$211k		1.0k	202.05	View chart
Invesco Ftse MF Closed and MF Open (PRF)	0.1	$211k		5.2k	40.63	View chart
Spdr Bloomberg MF Closed and MF Open (SJNK)	0.1	$210k		8.2k	25.75	View chart
First Trust MF Closed and MF Open (LMBS)	0.1	$209k		4.2k	49.42	View chart
Qualcomm Common Stock (QCOM)	0.1	$207k	+13%	1.2k	170.07	View chart
First Trust MF Closed and MF Open (SKYY)	0.1	$202k	-7%	2.0k	102.26	View chart
Shopify Common Stock (SHOP)	0.1	$201k		2.5k	80.14	View chart
Spdr Portfolio MF Closed and MF Open (SPTM)	0.1	$191k	-60%	2.7k	70.08	View chart
Wisdomtree Floating MF Closed and MF Open (USFR)	0.1	$190k	-9%	3.8k	50.23	View chart
Wisdomtree Emerging MF Closed and MF Open (DGS)	0.1	$190k	-13%	3.5k	53.70	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.1	$185k		3.2k	57.42	View chart
Mongodb Common Stock (MDB)	0.1	$184k	+542%	681.00	270.35	View chart
Vaneck Semiconductor MF Closed and MF Open (SMH)	0.1	$184k	+120%	748.00	245.48	View chart
Realty Income Common Stock (O)	0.1	$183k		2.9k	63.43	View chart
Gilead Sciences Common Stock (GILD)	0.1	$182k		2.2k	83.84	View chart
Crowdstrike Holdings Common Stock (CRWD)	0.1	$181k	+8%	645.00	280.47	View chart
Global X MF Closed and MF Open (PFFD)	0.1	$179k		8.6k	20.78	View chart
Broadcom Common Stock (AVGO)	0.1	$178k	+961%	1.0k	172.52	View chart
SPDR S&P MF Closed and MF Open (SPYX)	0.1	$175k	-3%	3.7k	47.25	View chart
Amplify Cwp MF Closed and MF Open (IDVO)	0.1	$174k	+6%	5.6k	30.78	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.1	$172k	-18%	449.00	383.93	View chart
Global X MF Closed and MF Open (XYLD)	0.1	$170k		4.1k	41.50	View chart
Home Depot Common Stock (HD)	0.1	$168k	+2%	415.00	405.81	View chart
Janus Henderson MF Closed and MF Open (JMBS)	0.1	$166k	-10%	3.6k	46.66	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.1	$165k		920.00	179.48	View chart
SPDR S&P MF Closed and MF Open (XAR)	0.1	$162k	-2%	1.0k	157.34	View chart
Pepsico Common Stock (PEP)	0.1	$160k		941.00	170.05	View chart
Ishares Tips MF Closed and MF Open (TIP)	0.1	$158k		1.4k	110.47	View chart
Schwab Us MF Closed and MF Open (SCHB)	0.1	$157k		2.4k	66.54	View chart
X Trackers MF Closed and MF Open (SNPE)	0.1	$152k	NEW	2.9k	52.58	View chart
Ishares Mbs MF Closed and MF Open (MBB)	0.1	$151k		1.6k	95.83	View chart
Ishares S&p MF Closed and MF Open (IJT)	0.1	$149k	+26%	1.1k	139.60	View chart
Invesco Wilderhill MF Closed and MF Open (PBW)	0.1	$147k		7.4k	20.03	View chart
Procter & Gamble Common Stock (PG)	0.1	$147k		848.00	173.34	View chart
Bank America Common Stock (BAC)	0.1	$147k	+29%	3.7k	39.69	View chart
Jpmorgan Chase Common Stock (JPM)	0.1	$142k	+4%	674.00	210.96	View chart
Franklin Income MF Closed and MF Open (INCE)	0.1	$142k	-4%	2.4k	58.20	View chart
American Express Common Stock (AXP)	0.1	$142k		523.00	271.43	View chart
Hologic Common Stock (HOLX)	0.1	$140k		1.7k	81.46	View chart
First Trust MF Closed and MF Open (FTCS)	0.1	$139k		1.5k	90.85	View chart
Vertiv Holdings Common Stock (VRT)	0.1	$138k		1.4k	99.52	View chart
Sempra Common Stock (SRE)	0.1	$136k		1.6k	83.63	View chart
Ishares Core MF Closed and MF Open (IJH)	0.1	$135k	+8%	2.2k	62.34	View chart
Ishares Gold Common Stock (IAU)	0.1	$130k		2.6k	49.70	View chart
Immuneering Corp Common Stock (IMRX)	0.1	$129k	NEW	52k	2.49	View chart
Bristol Myers Common Stock (BMY)	0.1	$124k		2.4k	51.74	View chart
Ensign Group Common Stock (ENSG)	0.1	$124k		860.00	143.85	View chart
Invesco S&p MF Closed and MF Open (RWK)	0.0	$122k		1.0k	116.36	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.0	$122k		640.00	189.80	View chart
Global X MF Closed and MF Open (URA)	0.0	$120k	+74%	4.2k	28.61	View chart
First Trust MF Closed and MF Open (FXH)	0.0	$117k		1.0k	111.86	View chart
Dexcom Common Stock (DXCM)	0.0	$115k	+4%	1.7k	67.04	View chart
Biogen Common Stock (BIIB)	0.0	$115k	NEW	592.00	193.84	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.0	$113k		569.00	198.35	View chart
Invesco S&p MF Closed and MF Open (SPGP)	0.0	$113k	-43%	1.1k	104.73	View chart
Proshares Trust MF Closed and MF Open (NOBL)	0.0	$107k		1.0k	106.78	View chart
Vanguard High MF Closed and MF Open (VYM)	0.0	$107k		831.00	128.20	View chart
Adobe Common Stock (ADBE)	0.0	$106k	+2%	204.00	517.78	View chart
Vanguard Total MF Closed and MF Open (BND)	0.0	$106k	+12%	1.4k	75.14	View chart
Ishares Russell MF Closed and MF Open (IWO)	0.0	$105k		368.00	284.11	View chart
First Trust MF Closed and MF Open (FNX)	0.0	$104k		889.00	117.15	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.0	$101k		270.00	375.44	View chart
Spdr Portfolio MF Closed and MF Open (SPEM)	0.0	$98k	-14%	2.4k	41.29	View chart
Walt Disney Common Stock (DIS)	0.0	$98k		1.0k	96.20	View chart
Ishares S&p MF Closed and MF Open (IJK)	0.0	$96k	+27%	1.0k	91.95	View chart
Ishares Msci MF Closed and MF Open (EFA)	0.0	$96k		1.1k	83.63	View chart
Carvana Company Common Stock (CVNA)	0.0	$95k		548.00	174.11	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.0	$94k	+43%	1.8k	52.83	View chart
Ishares Msci MF Closed and MF Open (FILL)	0.0	$94k	+93%	3.8k	24.81	View chart
Taiwan Semiconductor Common Stock (TSM)	0.0	$90k		520.00	173.67	View chart
Alibaba Group Common Stock (BABA)	0.0	$90k	+33%	846.00	106.24	View chart
Ishares S&p MF Closed and MF Open (IJS)	0.0	$88k		820.00	107.66	View chart
Texas Pacific Common Stock (TPL)	0.0	$88k		99.00	884.74	View chart
Geo Group Common Stock (GEO)	0.0	$85k		6.6k	12.85	View chart
Pfizer Common Stock (PFE)	0.0	$83k	-32%	2.9k	28.94	View chart
Palantir Technologies Common Stock (PLTR)	0.0	$82k	+33%	2.2k	37.20	View chart
Pinnacle West Common Stock (PNW)	0.0	$81k		909.00	88.59	View chart
First Trust MF Closed and MF Open (FUMB)	0.0	$81k		4.0k	20.11	View chart
At&t Common Stock (T)	0.0	$80k	-7%	3.6k	22.00	View chart
Schwab Us MF Closed and MF Open (SCHG)	0.0	$77k	+119%	734.00	104.18	View chart
First Trust MF Closed and MF Open (QCLN)	0.0	$76k		2.1k	35.93	View chart
Invesco Zacks MF Closed and MF Open (CZA)	0.0	$76k		704.00	108.29	View chart
Blackrock U S MF Closed and MF Open (DYNF)	0.0	$76k	-4%	1.5k	49.47	View chart
Intl Business Common Stock (IBM)	0.0	$75k	-23%	339.00	221.63	View chart
Ishares Msci MF Closed and MF Open (ACWV)	0.0	$75k		656.00	114.53	View chart
Invesco Bulletshares MF Closed and MF Open (BSCO)	0.0	$75k	-24%	3.5k	21.12	View chart
First Trust MF Closed and MF Open (FXO)	0.0	$72k		1.4k	51.13	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.0	$72k		411.00	174.57	View chart
Invesco Bulletshares MF Closed and MF Open (BSCP)	0.0	$72k	-10%	3.5k	20.66	View chart
Nio Common Stock (NIO)	0.0	$71k		11k	6.68	View chart
Medical Properties Common Stock (MPW)	0.0	$70k		12k	5.85	View chart
Lowes Companies Common Stock (LOW)	0.0	$70k	+4%	257.00	271.07	View chart
Coca Cola Company Common Stock (KO)	0.0	$66k		916.00	71.94	View chart
Industrial Select MF Closed and MF Open (XLI)	0.0	$66k		484.00	135.63	View chart
Doubleline Yield MF Closed and MF Open (DLY)	0.0	$65k		3.9k	16.59	View chart
Invesco Exchange MF Closed and MF Open (SPLV)	0.0	$64k	+81%	893.00	71.75	View chart
Mercadolibre Common Stock (MELI)	0.0	$64k	+6%	31.00	2051.97	View chart
Cisco Systems Common Stock (CSCO)	0.0	$63k	+40%	1.2k	53.26	View chart
Wisdomtree Trust MF Closed and MF Open (DGRW)	0.0	$63k		755.00	83.21	View chart
Ishares Core MF Closed and MF Open (HDV)	0.0	$63k		534.00	117.62	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.0	$62k		680.00	91.31	View chart
Leidos Holdings Common Stock (LDOS)	0.0	$62k		378.00	163.00	View chart
Invesco Ftse MF Closed and MF Open (PRFZ)	0.0	$62k		1.5k	41.55	View chart
Illumina Common Stock (ILMN)	0.0	$61k	-6%	470.00	130.41	View chart
Invesco S&p MF Closed and MF Open (SPHD)	0.0	$61k		1.2k	50.57	View chart
Ishares California MF Closed and MF Open (CMF)	0.0	$61k		1.1k	58.11	View chart
Walmart Common Stock (WMT)	0.0	$61k	+7%	754.00	80.75	View chart
Palo Alto Common Stock (PANW)	0.0	$61k	+2%	178.00	341.80	View chart
Pg&e Corp Common Stock (PCG)	0.0	$60k		3.0k	19.77	View chart
Mastercard Common Stock (MA)	0.0	$59k	+41%	119.00	493.97	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.0	$59k		328.00	179.16	View chart
Grayscale Bitcoin Common Stock (GBTC)	0.0	$58k		1.1k	50.50	View chart
Ishares Msci MF Closed and MF Open (EEM)	0.0	$58k		1.3k	45.86	View chart
Visa Common Stock (V)	0.0	$58k		209.00	275.76	View chart
Ishares S&p MF Closed and MF Open (IJJ)	0.0	$57k		462.00	123.62	View chart
First Trust MF Closed and MF Open (LDSF)	0.0	$56k		2.9k	19.16	View chart
Duke Energy Common Stock (DUK)	0.0	$55k		477.00	115.35	View chart
Spdr Doubleline MF Closed and MF Open (TOTL)	0.0	$54k		1.3k	41.41	View chart
Abbvie Common Stock (ABBV)	0.0	$54k		272.00	197.71	View chart
First Trust MF Closed and MF Open (FYC)	0.0	$53k		717.00	74.44	View chart
Schwab Intl MF Closed and MF Open (SCHF)	0.0	$53k		1.3k	41.12	View chart
Nextera Energy Common Stock (NEE)	0.0	$53k	+9%	622.00	84.59	View chart
First Trust MF Closed and MF Open (FTC)	0.0	$51k		390.00	131.44	View chart
Angel Oak MF Closed and MF Open (UYLD)	0.0	$51k	NEW	1.0k	51.17	View chart
Ishares U S MF Closed and MF Open (IYG)	0.0	$51k		717.00	71.02	View chart
Invesco Emerging MF Closed and MF Open (PCY)	0.0	$51k	-6%	2.3k	21.51	View chart
First Trust MF Closed and MF Open (FJUN)	0.0	$51k	NEW	1.0k	50.52	View chart
Ishares Select MF Closed and MF Open (DVY)	0.0	$50k	-29%	373.00	135.07	View chart
Vaneck Pharmaceutical MF Closed and MF Open (PPH)	0.0	$50k		529.00	95.21	View chart
Pimco Ehnanced MF Closed and MF Open (MINT)	0.0	$50k	NEW	500.00	100.69	View chart
Alphatec Holdings Common Stock (ATEC)	0.0	$50k		9.1k	5.56	View chart
Invesco Dividend MF Closed and MF Open (PFM)	0.0	$50k	+23%	1.1k	46.57	View chart
United States MF Closed and MF Open (CPER)	0.0	$50k		1.8k	28.35	View chart
Vanguard Real MF Closed and MF Open (VNQ)	0.0	$50k		512.00	97.53	View chart
Ishares 1-5 Year MF Closed and MF Open (IGSB)	0.0	$50k		948.00	52.66	View chart
Salesforce Common Stock (CRM)	0.0	$50k		182.00	273.71	View chart
Northrop Grumman Common Stock (NOC)	0.0	$50k	-79%	94.00	528.86	View chart
Enel Chile Common Stock (ENIC)	0.0	$49k		18k	2.79	View chart
First Trust MF Closed and MF Open (FMB)	0.0	$49k	-34%	935.00	52.00	View chart
Ishares Russell MF Closed and MF Open (IWV)	0.0	$48k		148.00	326.73	View chart
Ishares Morningstar MF Closed and MF Open (ILCB)	0.0	$48k		608.00	79.23	View chart
Verizon Communications Common Stock (VZ)	0.0	$48k		1.1k	44.94	View chart
Ishares Iboxx MF Closed and MF Open (LQD)	0.0	$48k		421.00	112.98	View chart
Oracle Corp Common Stock (ORCL)	0.0	$47k		276.00	170.83	View chart
Sector Financial MF Closed and MF Open (XLF)	0.0	$47k		1.0k	45.36	View chart
Vanguard Small MF Closed and MF Open (VBR)	0.0	$46k		230.00	200.78	View chart
Wisdomtree U S MF Closed and MF Open (DES)	0.0	$46k	-17%	1.3k	34.49	View chart
Ishares U S MF Closed and MF Open (IYH)	0.0	$46k		705.00	65.00	View chart
Mcdonalds Corp Common Stock (MCD)	0.0	$46k		150.00	305.19	View chart
Ishares Msci MF Closed and MF Open (IEUS)	0.0	$46k		752.00	60.54	View chart
Consumer Discretionary MF Closed and MF Open (XLY)	0.0	$45k		225.00	200.37	View chart

Past Filings by Tidemark

SEC 13F filings are viewable for Tidemark going back to 2023

Tidemark 2024 Q3 filed Nov. 7, 2024
Tidemark 2024 Q2 filed Aug. 12, 2024
Tidemark 2024 Q1 filed May 13, 2024
Tidemark 2023 Q4 filed Feb. 9, 2024

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