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TMD Wealth Management, LLC Historic Quarter Change: USA Stocks, New

TMD Wealth Management, LLC historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 2 quarters from 2023-12-31 to 2024-06-30, TMD Wealth Management, LLC opened 5 positions, added to 13, reduced 24 and sold out of 6.

  • Q2 2024: Stock NVDA; Country of operation United States; Class COM; Shares before 0.
  • Q2 2024: Stock GLD; Country of operation United States; Class GOLD SHS; Shares before 0.
  • Q2 2024: Stock AVGO; Country of operation United States; Class COM; Shares before 0.
  • Q2 2024: Stock DERM; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1842820), 2 quarters: Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2024NVDA
NVIDIA CORPORATION
United StatesCOM03,151+3,151$0$389,275+$389,2752024-08-08
Q2 2024GLD
SPDR GOLD TR
United StatesGOLD SHS01,281+1,281$0$275,428+$275,4282024-08-08
Q2 2024AVGO
BROADCOM INC
United StatesCOM0168+168$0$269,729+$269,7292024-08-08
Q2 2024DERM
JOURNEY MED CORP
United StatesCOM011,605+11,605$0$65,452+$65,4522024-08-08
Q1 2024AMGN
AMGEN INC
United StatesCOM0818+818$0$232,574+$232,5742024-05-14

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