Waterford Advisors, LLC Portfolio Holdings
Waterford Advisors, LLC
- $196 Million
- Q3 2024
Waterford Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $196 Million distributed in 50 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $47.6M, Vanguard Value ETF with a value of $22.8M, Vanguard Growth ETF with a value of $22.7M, Vanguard Ftse Developed Market with a value of $17.9M, and Vanguard Bd Index Fd Inc Short with a value of $11.7M.
Examining the 13F form we can see an decrease of $42.5M in the current position value, from $239M to 196M.
Waterford Advisors, LLC is based out at Orchard Park, NY
Below you can find more details about Waterford Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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