Great Waters Wealth Management Sells in Q2 2025

Great Waters Wealth Management

  • $769 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-35.5K
- 6.46%
$72.02 - $73.82 $2.56M - $2.62M
514K $37.8B
AAPL
Apple Inc.

Technology
-292
- 0.93%
$172.42 - $223.89 $50.3K - $65.4K
31.1K $6.38B
MDT
Medtronic PLC

Healthcare
-3.34K
- 22.03%
$80.68 - $88.86 $270K - $297K
11.8K $1.03B
DAL
Delta Air Lines, Inc.

Industrials
-6.33K
- 49.22%
$35.88 - $52.99 $227K - $335K
6.53K $321M
SPY
Spdr S&P 500 ETF Trust

ETFs
-498
- 34.46%
$496.48 - $617.85 $247K - $308K
947 $585M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.59K
- 1.83%
$24.32 - $27.87 $38.8K - $44.4K
85.6K $2.27B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.19K
- 1.96%
$48.13 - $49.85 $57.1K - $59.1K
59.3K $2.91B
SRLN
Ssga Active Trust

ETFs
-2.32K
- 6.05%
$39.47 - $41.59 $91.4K - $96.3K
36K $1.5B
PFE
Pfizer Inc

Healthcare
-1.85K
- 6.72%
$21.59 - $24.84 $39.8K - $45.8K
25.6K $621M
XEL
Xcel Energy Inc

Utilities
-520
- 3.7%
$65.65 - $72.39 $34.1K - $37.6K
13.5K $921M
MCD
Mcdonalds Corp

Consumer Cyclical
-12
- 0.43%
$285.55 - $321.23 $3.43K - $3.85K
2.76K $805M
CORP
Pimco Investment Grade Corp Bd

ETFs
-659
- 3.74%
$94.14 - $97.31 $62K - $64.1K
16.9K $1.65B
BSX
Boston Scientific Corp

Healthcare
-731
- 17.2%
$89.7 - $107.41 $65.6K - $78.5K
3.52K $378M
TGT
Target Corp

Consumer Defensive
-271
- 9.61%
$88.76 - $105.77 $24.1K - $28.7K
2.55K $251M
LLY
Eli Lilly & CO

Healthcare
-2
- 0.26%
$713.71 - $898.95 $1.43K - $1.8K
768 $599M
SCHO
Schwab Short Term Us Treasury

ETFs
-1.59K
- 2.92%
$24.19 - $24.45 $38.4K - $38.8K
52.6K $1.28B
ECL
Ecolab Inc.

Basic Materials
-307
- 10.27%
$225.65 - $270.95 $69.3K - $83.2K
2.68K $722M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-1.47K
- 5.75%
$18.96 - $20.43 $27.9K - $30.1K
24.1K $493M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-65
- 14.44%
$456.74 - $568.03 $29.7K - $36.9K
385 $219M
Solventum Corp
-46
- 0.82%
N/A
5.59K $424M
ABT
Abbott Laboratories

Healthcare
-128
- 3.19%
$123.95 - $138.08 $15.9K - $17.7K
3.88K $528M
USB
Us Bancorp \De\

Financial Services
-371
- 7.02%
$36.4 - $45.76 $13.5K - $17K
4.92K $222M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-741
- 1.59%
$17.5 - $18.46 $13K - $13.7K
45.7K $844M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-86
- 2.97%
$108.12 - $135.04 $9.3K - $11.6K
2.81K $380M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.3K
- 4.78%
$20.42 - $25.3 $46.9K - $58.1K
45.8K $1.16B
VTI
Vanguard Total Stock Market Et

ETFs
-19
- 1.07%
$243.75 - $303.93 $4.63K - $5.77K
1.75K $532M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-814
- 2.16%
$22.92 - $28.05 $18.7K - $22.8K
36.8K $1.03B
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
-244
- 1.4%
$22.28 - $27.57 $5.44K - $6.73K
17.2K $475M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-52
- 4.17%
$141.37 - $228.57 $7.35K - $11.9K
1.2K $271M
MMM
3 M CO

Industrials
-213
- 0.94%
$126.09 - $154.15 $26.9K - $32.8K
22.5K $3.42B
ACWI
Ishares Msci Acwi ETF

ETFs
-218
- 1.82%
$103.59 - $128.6 $22.6K - $28K
11.8K $1.52B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-3.6K
- 3.52%
$19.1 - $23.83 $68.7K - $85.7K
98.7K $2.35B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-21.7K
- 6.6%
$29.12 - $35.84 $633K - $779K
308K $11B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.77K
- 4.51%
$22.27 - $29.21 $61.6K - $80.8K
58.5K $1.71B
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-1.08K
- 2.85%
$55.5 - $69.0 $60K - $74.6K
36.9K $2.54B
HON
Honeywell International Inc

Industrials
-532
- 3.02%
$182.86 - $232.88 $97.3K - $124K
17.1K $3.98B
DFAE
Dimensional ETF Tr

ETFs
-21.6K
- 5.75%
$22.87 - $28.95 $494K - $625K
354K $10.3B
IWM
Ishares Russell 2000 ETF

ETFs
-4.37K
- 3.97%
$174.82 - $215.79 $764K - $943K
106K $22.8B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-63.2K
- 6.33%
$24.94 - $31.15 $1.58M - $1.97M
935K $29.1B
NVDA
Nvidia Corp

Technology
-1.22K
- 3.18%
$94.31 - $157.99 $115K - $193K
37.2K $5.87B
DFAX
Dimensional ETF Tr
-11.2K
- 0.26%
$23.37 - $29.39 $262K - $329K
4.34M $128B
Activity Summary
Buys All Purchases 48 New Holdings 8 Increased Positions 40 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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