Waterway Wealth Management, LLC Incresed Positions 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
V
Visa Inc.

Financial Services
3.83K
+ 464.2%
$308.27 - $373.31 $1.18M - $1.43M
4.65K $1.65B
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
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.54K
+ 4.8%
$90.56 - $109.49 $411K - $497K
99.2K $10.8B
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
WMT
Walmart Inc.

Consumer Defensive
5.54K
+ 42.39%
$81.79 - $99.98 $453K - $554K
18.6K $1.82B
AMD
Advanced Micro Devices Inc

Technology
4.02K
+ 156.68%
$78.21 - $143.81 $315K - $578K
6.59K $935M
AAPL
Apple Inc.

Technology
4.03K
+ 34.43%
$172.42 - $223.89 $695K - $902K
15.7K $3.23B
CB
Chubb LTD

Financial Services
1.81K
+ 212.35%
$274.32 - $302.46 $495K - $546K
2.66K $769M
TSLA
Tesla, Inc.

Consumer Cyclical
1.19K
+ 79.73%
$221.86 - $362.89 $264K - $433K
2.69K $854M
ETN
Eaton Corp PLC

Industrials
588
+ 22.01%
$246.52 - $356.99 $145K - $210K
3.26K $1.16B
LLY
Eli Lilly & CO

Healthcare
467
+ 83.84%
$713.71 - $898.95 $333K - $420K
1.02K $798M
SAP
Sap Se

Technology
20
+ 2.47%
$237.53 - $309.8 $4.75K - $6.2K
830 $252M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8
+ 1.92%
$456.74 - $568.03 $3.65K - $4.54K
425 $242M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
70
+ 17.28%
$483.48 - $539.8 $33.8K - $37.8K
475 $231M
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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