Waterway Wealth Management, LLC has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $204 Billion distributed in 60 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Msci Eafe ETF with a value of $43.8B, Wisdomtree Tr U.S Largecap Div with a value of $37.5B, Ishares Core S&P 500 ETF with a value of $20.5B, Vanguard Intermediate Term Tre with a value of $14.3B, and Dimensional ETF Tr Dimensional with a value of $12.9B.
Examining the 13F form we can see an decrease of $23.7B in the current position value, from $227B to 204B.
Waterway Wealth Management, LLC is based out at The Woodlands, TX
Below you can find more details about Waterway Wealth Management, LLC portfolio as well as his latest detailed transactions.