Watershed Private Wealth LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $256 Billion distributed in 112 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 $45.7B, Vanguard Growth ETF with a value of $14.6B, Ishares Core U.S. Aggregate Bo with a value of $12.6B, Ishares Msci Usa Quality Facto with a value of $11.8B, and Msci Eafe Value ETF with a value of $10.7B.
Examining the 13F form we can see an increase of $5.68B in the current position value, from $251B to 256B.
Watershed Private Wealth LLC is based out at Oak Brook, IL
Below you can find more details about Watershed Private Wealth LLC portfolio as well as his latest detailed transactions.
