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

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

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 AAPL; Country of operation United States; Class COM; Shares before 24,154.
  • Q2 2024: Stock TSLA; Country of operation United States; Class COM; Shares before 24,905.
  • Q2 2024: Stock MSFT; Country of operation United States; Class COM; Shares before 9,672.
  • Q2 2024: Stock BRKB; Country of operation —; Class CL B NEW; Shares before 3,333.

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 2024AAPL
APPLE INC		United StatesCOM24,15421,959-2,195$4,141,945$4,625,029+$483,0842024-08-08
Q2 2024TSLA
TESLA INC		United StatesCOM24,90521,310-3,595$4,378,050$4,216,823-$161,2272024-08-08
Q2 2024MSFT
MICROSOFT CORP		United StatesCOM9,6729,448-224$4,069,336$4,222,858+$153,5222024-08-08
Q2 2024BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW3,3333,073-260$1,401,593$1,250,096-$151,4972024-08-08
Q2 2024JPM
JPMORGAN CHASE & CO.		United StatesCOM2,1461,637-509$429,844$331,100-$98,7442024-08-08
Q2 2024JNJ
JOHNSON & JOHNSON		United StatesCOM2,2822,012-270$360,990$294,074-$66,9162024-08-08
Q2 2024PG
PROCTER AND GAMBLE CO		United StatesCOM1,9041,546-358$308,843$254,884-$53,9592024-08-08
Q2 2024SAR
SARATOGA INVT CORP		United StatesCOM NEW68,22767,730-497$1,582,873$1,537,471-$45,4022024-08-08
Q2 2024NEE
NEXTERA ENERGY INC		United StatesCOM5,5744,404-1,170$356,234$311,847-$44,3872024-08-08
Q2 2024F
FORD MTR CO DEL		United StatesCOM19,71518,332-1,383$261,815$229,883-$31,9322024-08-08
Q2 2024COST
COSTCO WHSL CORP NEW		United StatesCOM820687-133$600,757$583,943-$16,8142024-08-08
Q2 2024AMGN
AMGEN INC		United StatesCOM818725-93$232,574$226,526-$6,0482024-08-08
Q1 2024TSLA
TESLA INC		United StatesCOM26,37224,905-1,467$6,552,915$4,378,050-$2,174,8652024-05-14
Q1 2024INTC
INTEL CORP		United StatesCOM53,30347,378-5,925$2,678,476$2,092,686-$585,7902024-05-14
Q1 2024MSFT
MICROSOFT CORP		United StatesCOM9,8299,672-157$3,695,950$4,069,336+$373,3862024-05-14
Q1 2024F
FORD MTR CO DEL		United StatesCOM43,94119,715-24,226$535,641$261,815-$273,8262024-05-14
Q1 2024BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW3,3843,333-51$1,206,937$1,401,593+$194,6562024-05-14
Q1 2024NKE
NIKE INC		United StatesCL B3,7333,053-680$405,292$286,921-$118,3712024-05-14
Q1 2024AMZN
AMAZON COM INC		United StatesCOM3,7003,441-259$562,139$620,686+$58,5472024-05-14
Q1 2024JNJ
JOHNSON & JOHNSON		United StatesCOM2,6372,282-355$413,362$360,990-$52,3722024-05-14
Q1 2024GOOGL
ALPHABET INC		United StatesCAP STK CL A2,1402,078-62$298,937$313,633+$14,6962024-05-14
Q1 2024HD
HOME DEPOT INC		United StatesCOM598577-21$207,237$221,337+$14,1002024-05-14
Q1 2024PG
PROCTER AND GAMBLE CO		United StatesCOM2,1861,904-282$320,263$308,843-$11,4202024-05-14
Q1 2024COST
COSTCO WHSL CORP NEW		United StatesCOM899820-79$593,412$600,757+$7,3452024-05-14

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