Watershed Private Wealth LLC Reduced Holdings in Q1 2025

Watershed Private Wealth LLC

  • $250 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-5.05K
- 6.5%
$554.06 - $615.85 $2.8M - $3.11M
72.6K $40.8B
EFG
Msci Eafe Growth ETF

ETFs
-32.7K
- 31.13%
$96.1 - $106.37 $3.15M - $3.48M
72.4K $7.24B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-20.1K
- 38.23%
$91.76 - $103.26 $1.85M - $2.08M
32.5K $3.01B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-18.6K
- 78.19%
$85.29 - $92.57 $1.59M - $1.72M
5.2K $473M
NVDA
Nvidia Corp

Technology
-1.47K
- 2.63%
$106.98 - $149.43 $157K - $219K
54.4K $5.89B
MBB
Ishares Tr

ETFs
-16.9K
- 64.41%
$90.37 - $94.08 $1.52M - $1.59M
9.32K $874M
XCEM
Columbia ETF Tr Ii

ETFs
-48K
- 23.37%
$29.18 - $30.72 $1.4M - $1.47M
157K $4.65B
MUB
Ishares National Muni Bond ETF

ETFs
-12.3K
- 19.82%
$104.71 - $107.69 $1.29M - $1.33M
49.9K $5.26B
TSLA
Tesla, Inc.

Consumer Cyclical
-563
- 8.53%
$222.15 - $428.22 $125K - $241K
6.04K $1.56B
AAPL
Apple Inc.

Technology
-81
- 0.5%
$209.68 - $247.1 $17K - $20K
16.2K $3.59B
CAT
Caterpillar Inc

Industrials
-69
- 1.18%
$326.75 - $407.63 $22.5K - $28.1K
5.76K $1.9B
VV
Vanguard Large Cap ETF

ETFs
-5
- 0.03%
$253.32 - $282.66 $1.27K - $1.41K
15.5K $3.98B
AVGO
Broadcom Inc.

Technology
-9
- 0.31%
$167.43 - $244.7 $1.51K - $2.2K
2.9K $486M
SPMD
Spdr Portfolio

ETFs
-1.16K
- 4.86%
$50.21 - $57.73 $58.3K - $67K
22.7K $1.16B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-15
- 0.45%
$360.07 - $417.26 $5.4K - $6.26K
3.3K $1.19B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-988
- 4.6%
$64.88 - $72.1 $64.1K - $71.2K
20.5K $1.35B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-369
- 6.38%
$102.49 - $119.96 $37.8K - $44.3K
5.41K $566M
VO
Vanguard Mid Cap ETF

ETFs
-174
- 2.32%
$251.87 - $277.95 $43.8K - $48.4K
7.34K $1.9B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-3.15K
- 7.88%
$20.2 - $22.24 $63.7K - $70.1K
36.8K $792M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-3
- 0.04%
$120.29 - $134.6 $361 - $404
7K $855M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1
- -0.0%
$21.75 - $24.28 $21.8 - $24.3
32.3K $714M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-12
- 1.67%
$522.96 - $601.18 $6.28K - $7.21K
705 $376M
PANW
Palo Alto Networks Inc

Technology
-14
- 0.81%
$167.82 - $208.28 $2.35K - $2.92K
1.71K $292M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-23
- 3.26%
$302.31 - $337.54 $6.95K - $7.76K
682 $209M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-176
- 1.68%
$47.4 - $50.24 $8.34K - $8.84K
10.3K $498M
EFV
Msci Eafe Value ETF

ETFs
-22.6K
- 11.09%
$51.88 - $60.73 $1.17M - $1.38M
181K $10.7B
EWX
Spdr S&P Emerging Markets Smal

ETFs
-2
- 0.04%
$55.48 - $59.47 $111 - $119
5.35K $303M
LLY
Eli Lilly & CO

Healthcare
-22
- 5.53%
$725.72 - $929.72 $16K - $20.5K
376 $311M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-995
- 2.84%
$25.81 - $28.52 $25.7K - $28.4K
34K $938M
IXC
Ishares Tr Global Energy ETF

ETFs
-666
- 5.85%
$38.48 - $42.16 $25.6K - $28.1K
10.7K $451M
IYE
Ishares Tr

ETFs
-127
- 1.89%
$45.23 - $49.95 $5.74K - $6.34K
6.58K $324M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-11
- 0.32%
$74.85 - $84.89 $823 - $934
3.42K $280M
IDEV
Ishares Core Msci Intl Develop

ETFs
-51
- 0.92%
$63.77 - $71.36 $3.25K - $3.64K
5.48K $378M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-5
- 0.02%
$37.07 - $40.63 $185 - $203
32.8K $1.29B
T
At&T Inc.

Communication Services
-182
- 1.9%
$21.56 - $28.28 $3.92K - $5.15K
9.41K $266M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-895
- 1.61%
$18.36 - $20.51 $16.4K - $18.4K
54.8K $1.08B
IEV
Ishares Tr Europe ETF

ETFs
-291
- 2.18%
$51.89 - $60.68 $15.1K - $17.7K
13.1K $760M
DFIV
Dimensional ETF Tr

ETFs
-181
- 0.59%
$35.33 - $40.77 $6.39K - $7.38K
30.7K $1.21B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-56
- 0.09%
$33.84 - $37.77 $1.9K - $2.12K
61.8K $2.25B
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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