Waterway Wealth Management, LLC Purchases in Q2 2025

Waterway Wealth Management, LLC

  • $331 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SUB
Ishares Short Term National Mu

ETFs
226K
+ 6033.84%
$104.77 - $106.34 $23.7M - $24.1M
230K $24.5B
IEFA
Ishares Tr

ETFs
244K
+ 1756.85%
$67.83 - $84.09 $16.6M - $20.5M
258K $21.5B
IWF
Ishares Russell 1000 Gr ETF

ETFs
33.1K
+ 161.22%
$320.42 - $424.58 $10.6M - $14M
53.6K $22.7B
IVV
Ishares Core S&P 500 ETF

ETFs
14.9K
+ 22.66%
$498.8 - $620.9 $7.44M - $9.27M
80.8K $50.2B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
61.8K
+ 11.48%
$70.7 - $82.14 $4.37M - $5.08M
600K $49.3B
MINO
Pimco ETF Tr Municipal Income

ETFs
95.1K
+ 34.06%
$43.42 - $45.15 $4.13M - $4.29M
374K $16.6B
AMZN
Amazon Com Inc

Consumer Cyclical
14.1K
+ 187.62%
$167.32 - $223.3 $2.36M - $3.14M
21.6K $4.73B
NVDA
Nvidia Corp

Technology
8.4K
+ 24.34%
$94.31 - $157.99 $792K - $1.33M
42.9K $6.78B
MSFT
Microsoft Corp

Technology
3.02K
+ 51.11%
$354.56 - $497.45 $1.07M - $1.5M
8.94K $4.45B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
21.4K
+ 50.43%
$71.28 - $83.74 $1.53M - $1.79M
63.9K $5.35B
META
Meta Platforms, Inc.

Communication Services
1.99K
+ 149.4%
$484.66 - $738.09 $964K - $1.47M
3.32K $2.45B
Pimco Multisector Bond Active Exchange Traded Fund
49.3K
+ 8.55%
N/A
625K $16.6B
MA
Mastercard Inc

Financial Services
2.45K
+ 537.72%
$479.92 - $590.74 $1.18M - $1.45M
2.91K $1.63B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
24.5K
New
$45.98 - $56.15 $1.12M - $1.37M
24.5K $1.37B
V
Visa Inc.

Financial Services
3.83K
+ 464.2%
$308.27 - $373.31 $1.18M - $1.43M
4.65K $1.65B
DHR
Danaher Corp

Healthcare
6.06K
New
$174.64 - $205.16 $1.06M - $1.24M
6.06K $1.2B
CSGP
Costar Group, Inc.

Real Estate
14.8K
New
$72.62 - $83.22 $1.07M - $1.23M
14.8K $1.19B
ADBE
Adobe Inc.

Technology
2.95K
New
$340.0 - $420.68 $1M - $1.24M
2.95K $1.14B
DFSV
Dimensional ETF Tr Dimensional

ETFs
17.3K
+ 3.62%
$24.21 - $29.47 $420K - $511K
496K $14.6B
JPM
Jpmorgan Chase & CO

Financial Services
2.35K
+ 30.07%
$210.28 - $289.91 $493K - $680K
10.1K $2.94B
AVGO
Broadcom Inc.

Technology
1.97K
+ 44.37%
$146.29 - $275.65 $289K - $544K
6.42K $1.77B
GOOGL
Alphabet Inc.

Communication Services
4.82K
+ 63.66%
$144.7 - $178.6 $697K - $861K
12.4K $2.18B
KKR
Kkr & Co. Inc.

Financial Services
7.53K
New
$92.79 - $134.29 $699K - $1.01M
7.53K $1B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.54K
+ 4.8%
$90.56 - $109.49 $411K - $497K
99.2K $10.8B
PWR
Quanta Services, Inc.

Industrials
2.41K
New
$239.47 - $381.26 $577K - $919K
2.41K $912M
BSX
Boston Scientific Corp

Healthcare
8.24K
New
$89.7 - $107.41 $739K - $885K
8.24K $885M
ECL
Ecolab Inc.

Basic Materials
3.24K
New
$225.65 - $270.95 $731K - $878K
3.24K $873M
NEE
Nextera Energy Inc

Utilities
12.1K
New
$64.11 - $75.0 $777K - $908K
12.1K $841M
SYK
Stryker Corp

Healthcare
2.1K
New
$337.37 - $395.63 $709K - $831K
2.1K $831M
ROST
Ross Stores, Inc.

Consumer Cyclical
6.51K
New
$126.62 - $154.26 $825K - $1M
6.51K $831M
STZ
Constellation Brands, Inc.

Consumer Defensive
5.04K
New
$160.0 - $195.62 $806K - $985K
5.04K $819M
Reddit Inc Cl A
5.4K
New
N/A
5.4K $813M
ISRG
Intuitive Surgical Inc

Healthcare
1.49K
New
$451.58 - $565.94 $674K - $845K
1.49K $811M
BURL
Burlington Stores, Inc.

Consumer Cyclical
3.32K
New
$215.78 - $270.12 $717K - $898K
3.32K $773M
ADP
Automatic Data Processing Inc

Industrials
2.4K
+ 209.26%
$276.76 - $326.81 $663K - $783K
3.54K $1.09B
COST
Costco Wholesale Corp

Consumer Defensive
729
+ 263.18%
$908.13 - $1056.85 $662K - $770K
1.01K $996M
ZTS
Zoetis Inc.

Healthcare
4.44K
New
$144.41 - $170.3 $640K - $755K
4.44K $692M
CTAS
Cintas Corp

Industrials
3.07K
New
$190.11 - $227.66 $584K - $699K
3.07K $684M
WMT
Walmart Inc.

Consumer Defensive
5.54K
+ 42.39%
$81.79 - $99.98 $453K - $554K
18.6K $1.82B
TJX
Tjx Companies Inc

Consumer Cyclical
5.44K
New
$119.13 - $135.03 $648K - $734K
5.44K $672M
AMD
Advanced Micro Devices Inc

Technology
4.02K
+ 156.68%
$78.21 - $143.81 $315K - $578K
6.59K $935M
CRM
Salesforce, Inc.

Technology
2.44K
New
$236.26 - $291.15 $577K - $711K
2.44K $666M
AMAT
Applied Materials Inc

Technology
3.49K
New
$126.95 - $183.52 $443K - $641K
3.49K $639M
ROL
Rollins Inc

Consumer Cyclical
11.1K
New
$50.65 - $58.58 $565K - $653K
11.1K $629M
AAPL
Apple Inc.

Technology
4.03K
+ 34.43%
$172.42 - $223.89 $695K - $902K
15.7K $3.23B
UNP
Union Pacific Corp

Industrials
2.7K
New
$208.27 - $238.46 $563K - $644K
2.7K $621M
WM
Waste Management Inc

Industrials
2.65K
New
$216.47 - $242.1 $573K - $641K
2.65K $606M
CB
Chubb LTD

Financial Services
1.81K
+ 212.35%
$274.32 - $302.46 $495K - $546K
2.66K $769M
EWL
Ishares Inc Msci Switzerlnd

ETFs
8.77K
New
$47.04 - $56.27 $412K - $493K
8.77K $480M
Activity Summary
Buys All Purchases 58 New Holdings 26 Increased Positions 32 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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