Watershed Private Wealth LLC Portfolio Holdings
Watershed Private Wealth LLC
- $235 Billion
- Q2 2024
Watershed Private Wealth LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $235 Billion distributed in 118 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 $42.6B, Vanguard Growth ETF with a value of $13.4B, Ishares Core U.S. Aggregate Bo with a value of $12.3B, Ishares Msci Usa Quality Facto with a value of $10.4B, and Msci Eafe Growth ETF with a value of $9.29B.
Examining the 13F form we can see an increase of $9.24B in the current position value, from $226B to 235B.
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.