Watershed Private Wealth LLC Reduced Holdings in Q2 2025

Watershed Private Wealth LLC

  • $275 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XCEM
Columbia ETF Tr Ii

ETFs
-77K
- 48.94%
$26.68 - $34.18 $2.05M - $2.63M
80.4K $2.75B
IVV
Ishares Core S&P 500 ETF

ETFs
-8.96K
- 12.33%
$498.8 - $620.9 $4.47M - $5.56M
63.7K $39.5B
AAPL
Apple Inc.

Technology
-3.57K
- 22.07%
$172.42 - $223.89 $615K - $799K
12.6K $2.59B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-9.64K
- 5.75%
$96.84 - $99.46 $934K - $959K
158K $15.7B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-13.9K
- 58.98%
$50.08 - $63.14 $696K - $878K
9.67K $611M
IEV
Ishares Tr Europe ETF

ETFs
-9.62K
- 73.7%
$51.8 - $64.59 $498K - $621K
3.43K $217M
SPMD
Spdr Portfolio

ETFs
-7.69K
- 33.89%
$44.89 - $54.38 $345K - $418K
15K $816M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.75K
- 22.72%
$167.32 - $223.3 $627K - $836K
12.7K $2.79B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-12.7K
- 34.5%
$18.94 - $21.67 $241K - $275K
24.1K $510M
GOOG
Alphabet Inc.

Communication Services
-2.19K
- 31.47%
$146.58 - $180.01 $321K - $394K
4.77K $846M
HEFA
Ishares Currency Hedged Msci E

ETFs
-5.89K
- 49.71%
$32.11 - $38.21 $189K - $225K
5.96K $226M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-6.4K
- 19.51%
$34.72 - $42.74 $222K - $273K
26.4K $1.13B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.44K
- 27.65%
$83.97 - $92.85 $121K - $133K
3.76K $332M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.27K
- 23.54%
$90.56 - $109.49 $115K - $139K
4.14K $452M
EWX
Spdr S&P Emerging Markets Smal

ETFs
-1.96K
- 36.64%
$49.89 - $62.13 $97.7K - $122K
3.39K $210M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-5.76K
- 16.93%
$24.38 - $30.18 $140K - $174K
28.3K $852M
SYK
Stryker Corp

Healthcare
-265
- 26.26%
$337.37 - $395.63 $89.4K - $105K
744 $294M
RTX
Raytheon Technologies Corp

Industrials
-749
- 30.37%
$113.75 - $148.48 $85.2K - $111K
1.72K $251M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.31K
- 21.77%
$221.86 - $362.89 $292K - $477K
4.72K $1.5B
SNOW
Snowflake Inc.

Technology
-1.11K
- 46.53%
$130.53 - $223.77 $144K - $247K
1.27K $284M
LLY
Eli Lilly & CO

Healthcare
-28
- 7.45%
$713.71 - $898.95 $20K - $25.2K
348 $271M
JNJ
Johnson & Johnson

Healthcare
-65
- 4.57%
$146.36 - $159.82 $9.51K - $10.4K
1.36K $207M
LMT
Lockheed Martin Corp

Industrials
-70
- 9.55%
$430.82 - $486.45 $30.2K - $34.1K
663 $307M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-811
- 11.58%
$108.12 - $135.04 $87.7K - $110K
6.19K $836M
IDEV
Ishares Core Msci Intl Develop

ETFs
-743
- 13.56%
$61.79 - $76.67 $45.9K - $57K
4.74K $360M
HD
Home Depot, Inc.

Consumer Cyclical
-38
- 2.92%
$335.24 - $380.78 $12.7K - $14.5K
1.26K $463M
MA
Mastercard Inc

Financial Services
-34
- 5.77%
$479.92 - $590.74 $16.3K - $20.1K
555 $312M
IVE
Ishares S&P 500 Value ETF

ETFs
-157
- 3.84%
$168.34 - $195.42 $26.4K - $30.7K
3.93K $769M
IXUS
Ishares Tr

ETFs
-845
- 11.53%
$62.37 - $77.63 $52.7K - $65.6K
6.48K $501M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-335
- 1.4%
$44.64 - $47.48 $15K - $15.9K
23.6K $1.12B
NEE
Nextera Energy Inc

Utilities
-1
- 0.03%
$64.11 - $75.0 $64.1 - $75
3.41K $237M
COST
Costco Wholesale Corp

Consumer Defensive
-16
- 6.06%
$908.13 - $1056.85 $14.5K - $16.9K
248 $245M
NVS
Novartis Ag

Healthcare
-265
- 9.04%
$101.96 - $121.01 $27K - $32.1K
2.67K $322M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.16K
- 5.58%
$51.16 - $62.02 $59.3K - $71.9K
19.6K $1.22B
DFIV
Dimensional ETF Tr

ETFs
-2.38K
- 7.75%
$34.67 - $43.21 $82.4K - $103K
28.3K $1.21B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-201
- 5.87%
$72.96 - $90.39 $14.7K - $18.2K
3.22K $288M
CRM
Salesforce, Inc.

Technology
-13
- 0.42%
$236.26 - $291.15 $3.07K - $3.78K
3.05K $832M
MSFT
Microsoft Corp

Technology
-1.66K
- 24.13%
$354.56 - $497.45 $588K - $824K
5.21K $2.59B
CSCO
Cisco Systems, Inc.

Technology
-93
- 2.8%
$53.19 - $69.38 $4.95K - $6.45K
3.23K $224M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-192
- 2.07%
$52.31 - $63.72 $10K - $12.2K
9.08K $579M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-28
- 0.35%
$53.75 - $67.21 $1.51K - $1.88K
7.95K $526M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.62K
- 6.6%
$17.76 - $22.1 $64.3K - $80K
51.2K $1.13B
GOOGL
Alphabet Inc.

Communication Services
-178
- 4.87%
$144.7 - $178.6 $25.8K - $31.8K
3.48K $613M
PANW
Palo Alto Networks Inc

Technology
-25
- 1.46%
$152.44 - $204.64 $3.81K - $5.12K
1.69K $345M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.2K
- 5.84%
$58.41 - $72.69 $69.9K - $86.9K
19.3K $1.4B
DGS
Wisdomtree Emerging Markets Sm

ETFs
-94
- 0.91%
$43.34 - $55.24 $4.07K - $5.19K
10.2K $564M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-13
- 0.04%
$19.6 - $24.44 $255 - $318
32.3K $790M
IEFA
Ishares Tr

ETFs
-362
- 2.57%
$67.83 - $84.09 $24.6K - $30.4K
13.7K $1.14B
Arista Networks Inc
-16
- 0.49%
N/A
3.27K $334M
Activity Summary
Buys All Purchases 23 New Holdings 5 Increased Positions 18 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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