Watershed Private Wealth LLC Incresed Positions in Q1 2025

Watershed Private Wealth LLC

  • $250 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
38.2K
+ 29.48%
$95.85 - $99.25 $3.66M - $3.79M
168K $16.6B
OEF
Ishares S&P 100 ETF

ETFs
12K
+ 200.07%
N/A
18K $4.88B
VTV
Vanguard Value ETF

ETFs
15.1K
+ 41.26%
$167.73 - $179.21 $2.54M - $2.71M
51.8K $8.94B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
22.3K
+ 231.8%
$97.25 - $104.79 $2.16M - $2.33M
31.9K $3.31B
QUAL
Ishares Msci Usa Quality Facto

ETFs
12.3K
+ 18.61%
$168.16 - $186.21 $2.07M - $2.29M
78.3K $13.4B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
31.2K
+ 50.43%
$42.5 - $46.71 $1.33M - $1.46M
93.1K $4.21B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
23.6K
+ 38.51%
$49.25 - $50.66 $1.16M - $1.19M
84.8K $4.21B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
11.1K
+ 88.51%
$54.25 - $57.64 $601K - $638K
23.6K $1.3B
Blackrock ETF Trust Ii
8.72K
+ 38.27%
N/A
31.5K $1.65B
VEA
Vanguard Ftse Developed Market

ETFs
1.64K
+ 3.4%
$47.4 - $52.99 $77.7K - $86.9K
49.8K $2.53B
IVE
Ishares S&P 500 Value ETF

ETFs
627
+ 18.11%
$185.78 - $198.58 $116K - $125K
4.09K $779M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.87K
+ 16.06%
$57.21 - $65.8 $164K - $189K
20.8K $1.21B
IEMG
Ishares Inc

ETFs
948
+ 3.9%
N/A
25.2K $1.36B
HEFA
Ishares Currency Hedged Msci E

ETFs
1.97K
+ 19.97%
$34.83 - $37.52 $68.8K - $74.1K
11.9K $430M
HYDB
Ishares Tr Edge High Yield Def

ETFs
1.79K
+ 8.08%
$46.82 - $47.8 $83.8K - $85.6K
23.9K $1.13B
IVW
Ishares S&P 500 Growth ETF

ETFs
1.1K
+ 14.37%
$92.45 - $106.69 $102K - $118K
8.78K $815M
Ishares Bitcoin Trust ETF
2.57K
+ 17.91%
N/A
16.9K $790M
IXUS
Ishares Tr

ETFs
38
+ 0.52%
$65.06 - $72.31 $2.47K - $2.75K
7.33K $512M
VBR
Vanguard Small Cap Value ETF

ETFs
100
+ 8.44%
$183.02 - $207.75 $18.3K - $20.8K
1.29K $239M
DFAT
Dimensional ETF Tr U S Target

ETFs
7.22K
+ 6.89%
$50.44 - $58.1 $364K - $420K
112K $5.77B
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.01%
$271.18 - $303.12 $271 - $303
7.62K $2.09B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.99K
+ 3.88%
$48.06 - $53.73 $384K - $429K
214K $10.4B
MSFT
Microsoft Corp

Technology
40
+ 0.59%
$375.39 - $447.2 $15K - $17.9K
6.87K $2.58B
AMZN
Amazon Com Inc

Consumer Cyclical
44
+ 0.27%
$190.26 - $242.06 $8.37K - $10.7K
16.5K $3.14B
QQQ
Invesco Qqq Trust, Series 1

ETFs
182
+ 1.08%
$468.34 - $539.52 $85.2K - $98.2K
17.1K $8.01B
VUG
Vanguard Growth ETF

ETFs
1.29K
+ 3.63%
$369.1 - $427.61 $476K - $552K
36.8K $13.6B
Activity Summary
Buys All Purchases 35 New Holdings 8 Increased Positions 27 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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