Fund HoldingsTidemark, LLC

Total Portfolio Value
$272.55M
Total Bought
$35.80M
Total Sold
$22.19M
Net Transaction
+$13.61M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES 10-20YR052,043+52,04305,4001.98%+5,400
SPDR PORTFOLIO
ST STR P500ETF
232,996293,088+60,09216,06319,2737.07%+3,211
ISHARES S&P42,80759,696+16,8898,17111,3774.17%+3,206
ISHARES S&P010,460+10,46002,8331.04%+2,833
INVESCO TOTAL
TOTAL RETURN
723,357774,322+50,96533,56436,33913.33%+2,775
INVESCO S&P
S&P500 QUALITY
195,812237,192+41,38013,12515,7355.77%+2,610
WORLD GOLD(GLDM)60,18087,860+27,6803,1295,4382.00%+2,309
XTRACKERS MSCI044,862+44,86201,9430.71%+1,943
FIRST TRUST
EMERGING MKTS
56,84588,429+31,5842,8004,5361.66%+1,736
GLOBAL X
ADAPTIVE US
288,208306,750+18,54212,10413,3904.91%+1,286
VANECK EMERGING
EMERGING MRKT HI
77,050116,282+39,2321,5002,2850.84%+785
ISHARES HIGH
HIGH YLD SYSTM B
016,481+16,48107760.28%+776
SPDR CORP
ST STR CORPO ETF
104,088123,268+19,1802,9813,5781.31%+597
ISHARES CONV
CONV BD ETF
11,02417,937+6,9139371,5000.55%+563
ISHARES FLEXIBLE121,754130,283+8,5296,3346,8242.50%+491
ISHARES U S1,4405,040+3,6001595690.21%+410
FIRST TRUST120,966128,892+7,9265,8336,2322.29%+400
FIRST TRUST
FT VEST RIS
019,823+19,82304700.17%+470
WISDOMTREE PUTWRITE(WT)014,982+14,98204670.17%+467
JANUS HENDERSON
HENDERSON MTG
15,56920,616+5,0476889320.34%+244
BERKSHIRE HATHAWAY01,934+1,93401,0300.38%+1,030
CHEVRON CORP(CVX)6,8826,886+49971,1520.42%+155
ENERGY SELECT
ST STR ENERG ETF
3,8835,095+1,2123334760.17%+144
FIRST TRUST
RBA INDL ETF
2,2454,426+2,1811733020.11%+129
SPDR GOLD(GLD)02,469+2,46907110.26%+711
HEALTHCARE SELECT
ST STR CARE ETF
8,3888,658+2701,1541,2640.46%+110
SPDR S&P
ST STR SP CAPMKT
01,529+1,52901930.07%+193
ISHARES AEROSPACE1,5862,015+4292313090.11%+78
ISHARES MSCI0835+8350840.03%+84
FIDELITY HIGH01,925+1,9250950.04%+95
VANGUARD S&P1,5441,743+1998328960.33%+64
FRANKLIN INTL
INTL COR DIV TIL
02,852+2,8520930.03%+93
UNITEDHEALTH GROUP(UNH)0851+85104460.16%+446
SPDR INTERMEDIATE
ST INTER ETF
46,77147,803+1,0321,3041,3660.50%+62
ISHARES CORE01,567+1,5670900.03%+90
HIMS & HERS(HIMS)02,095+2,0950620.02%+62
SPDR S&P
ST MAR DIVID ETF
02,565+2,5650920.03%+92
ISHARES IBOXX0629+6290500.02%+50
ADVANCED MICRO(AMD)0619+6190640.02%+64
GILEAD SCIENCES(GILD)02,169+2,16902430.09%+243
SPDR PORTFOLIO
ST STR SP600 SML
24,56428,099+3,5351,1031,1450.42%+42
SOFI TECHNOLOGIES(SOFI)04,378+4,3780510.02%+51
ALIBABA GROUP(BABA)0847+84701120.04%+112
JPMORGAN
NASDAQ EQT PREM
02,191+2,19101130.04%+113
NORTHROP GRUMMAN(NOC)0163+1630840.03%+84
PALANTIR TECHNOLOGIES(PLTR)02,697+2,69702280.08%+228
U S TREASURY
F/M US TREASURY
12,79313,461+6686386730.25%+35
JIAYIN GROUP04,725+4,7250650.02%+65
RIVIAN AUTOMOTIVE(RIVN)03,972+3,9720490.02%+49
JOHNSON & JOHNSON(JNJ)01,504+1,50402490.09%+249
MASTERCARD INC(MA)0196+19601080.04%+108
ISHARES MSCI
MSCI EMRG CHN
01,148+1,1480630.02%+63
EXXON MOBIL02,671+2,67103180.12%+318
CROWDSTRIKE HOLDINGS(CRWD)0721+72102540.09%+254
ISHARES 207,6837,701+186717010.26%+30
HOLOGIC INC02,482+2,48201530.06%+153
SPDR PORTFOLIO
ST STR P400MID
17,87119,629+1,7589771,0050.37%+27
SPDR NUVEEN
ST NUVE TERM ETF
12,78613,295+5096066330.23%+27
META PLATFORMS(META)0690+69003980.15%+398
ISHARES GOLD(IAU)02,613+2,61301540.06%+154
VANECK IG
IG FLOA RATE ETF
107,677108,213+5362,7402,7651.01%+24
VIASAT INC(VSAT)012,755+12,75501330.05%+133
VANGUARD INTL3,9583,972+142692930.11%+24
TEXAS PACIFIC(TPL)099+9901310.05%+131
AT&T INC(T)03,684+3,68401040.04%+104
VANGUARD LARGE0150+1500380.01%+38
VISA INC(V)0561+56101970.07%+197
NETFLIX INC(NFLX)0445+44504150.15%+415
FIRST TRUST
NASDAQ CYB ETF
6,4566,792+3364104280.16%+18
COSTCO WHOLESALE(COST)0378+37803580.13%+358
QUALCOMM INC(QCOM)01,420+1,42002180.08%+218
ISHARES MSCI05,121+5,12101270.05%+127
NEXTERA ENERGY(NEE)0906+9060640.02%+64
VANGUARD MEGA048+480150.01%+15
SENSEONICS HOLDINGS031,670+31,6700210.01%+21
CLEARPOINT NEURO01,064+1,0640130.00%+13
STRIDE INC(LRN)0100+1000130.00%+13
REALTY INCOME(O)02,867+2,86701660.06%+166
COCA COLA COMPANY(KO)0791+7910570.02%+57
INVESCO SHORT
SHORT TERM ETF
0802+8020850.03%+85
ISHARES TECHNOLOGY0301+3010420.02%+42
PHILIP MORRIS(PM)0252+2520400.01%+40
UNITED STATES(CPER)01,764+1,7640560.02%+56
3M COMPANY(MMM)0368+3680540.02%+54
GLOBAL X
GLOBAL X SILVER
01,365+1,3650540.02%+54
ISHARES CORE
CORE MSCI EMKT
01,252+1,2520680.02%+68
REGENERON PHARMACEUTICAL(REGN)0275+27501740.06%+174
UNION PACIFIC CORP(UNP)01,200+1,20002830.10%+283
PUT 10 APPLE INC(Put)012+12010+10
MERCADOLIBRE INC(MELI)032+320620.02%+62
ABBVIE INC(ABBV)0304+3040640.02%+64
EQUINIX INC(EQIX)044+440360.01%+36
PINNACLE WEST(PNW)0909+9090870.03%+87
FIRST TRUST
HIGH INCM STRGC
6,2836,423+1402752840.10%+9
ARCHER AVIATION(ACHR)04,000+4,0000280.01%+28
ALPHATEC HOLDINGS(ATEC)09,054+9,0540920.03%+92
GEO GROUP(GEO)06,700+6,70001960.07%+196
INTL BUSINESS(IBM)0271+2710670.02%+67
SCHWAB US21,19820,976-2225795860.22%+7
AMPLIFY CWP5,9075,830-771761830.07%+7
Page 1 of 1