Brightwater Advisory LLC Sells in Q1 2025

Brightwater Advisory LLC

  • $126 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-303
- 2.21%
$551.42 - $612.93 $167K - $186K
13.4K $7.5B
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.4K
- 2.86%
$81.62 - $96.63 $114K - $135K
47.6K $3.96B
FNDA
Schwab Fundamental U S Small C

ETFs
-2.94K
- 1.92%
$26.87 - $30.99 $79K - $91.1K
150K $4.1B
AAPL
Apple Inc.

Technology
-644
- 6.31%
$209.68 - $247.1 $135K - $159K
9.56K $2.12B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-129
- 1.52%
$360.07 - $417.26 $46.4K - $53.8K
8.35K $3.02B
NVDA
Nvidia Corp

Technology
-1.18K
- 19.19%
$106.98 - $149.43 $126K - $176K
4.95K $536M
MSFT
Microsoft Corp

Technology
-349
- 11.68%
$375.39 - $447.2 $131K - $156K
2.64K $990M
FNDB
Schwab Fundamental U S Broad M

ETFs
-6.89K
- 2.27%
$22.52 - $24.48 $155K - $169K
296K $6.81B
VIG
Vanguard Dividend Appreciation

ETFs
-838
- 2.69%
N/A
30.3K $5.88B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-31
- 0.09%
$117.4 - $131.02 $3.64K - $4.06K
33.6K $4.02B
GOOG
Alphabet Inc.

Communication Services
-296
- 12.92%
$156.06 - $207.71 $46.2K - $61.5K
2K $312M
GOOGL
Alphabet Inc.

Communication Services
-240
- 10.54%
$154.33 - $206.19 $37K - $49.5K
2.04K $315M
AFL
Aflac Inc

Financial Services
-3.16K
- 9.47%
$100.99 - $111.19 $319K - $351K
30.2K $3.36B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-733
- 21.41%
$126.11 - $135.06 $92.4K - $99K
2.69K $347M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.25K
- 5.19%
$42.5 - $46.71 $138K - $152K
59.4K $2.69B
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-809
- 8.52%
$55.12 - $62.6 $44.6K - $50.6K
8.69K $490M
VTI
Vanguard Total Stock Market Et

ETFs
-19
- 0.58%
$271.18 - $303.12 $5.15K - $5.76K
3.28K $900M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-66
- 0.39%
$169.43 - $182.84 $11.2K - $12.1K
17K $2.95B
VBR
Vanguard Small Cap Value ETF

ETFs
-113
- 5.74%
$183.02 - $207.75 $20.7K - $23.5K
1.86K $346M
XLF
Financial Sector Spdr

ETFs
-1.07K
- 8.19%
$47.32 - $52.19 $50.8K - $56K
12K $599M
DWM
Wisdomtree Tr

ETFs
-1.96K
- 13.17%
$52.19 - $59.86 $102K - $117K
12.9K $751M
VT
Vanguard Total World Stk Index

ETFs
-159
- 1.95%
$115.08 - $123.97 $18.3K - $19.7K
7.98K $925M
PFF
Ishares Trust Ishares Pfd And

ETFs
-342
- 1.9%
$30.73 - $32.26 $10.5K - $11K
17.7K $544M
CSCO
Cisco Systems, Inc.

Technology
-436
- 8.97%
$58.74 - $64.87 $25.6K - $28.3K
4.43K $273M
VEU
Vanguard Ftse All World Ex Us

ETFs
-116
- 2.41%
$56.51 - $62.98 $6.56K - $7.31K
4.69K $285M
JPM
Jpmorgan Chase & CO

Financial Services
-1
- 0.04%
$225.19 - $279.95 $225 - $280
2.4K $588M
IWD
Ishares Russell 1000 Val ETF

ETFs
-399
- 1.35%
$182.82 - $196.21 $72.9K - $78.3K
29.1K $5.48B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.55K
- 6.15%
$74.85 - $84.89 $116K - $131K
23.6K $1.93B
KO
Coca Cola CO

Consumer Defensive
-361
- 6.26%
$60.81 - $72.32 $22K - $26.1K
5.4K $387M
MDT
Medtronic PLC

Healthcare
-2.66K
- 82.01%
$79.84 - $94.5 $212K - $251K
583 $293M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-459
- 1.44%
$51.39 - $57.43 $23.6K - $26.4K
31.4K $1.74B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-589
- 0.36%
$25.81 - $28.52 $15.2K - $16.8K
162K $4.46B
TIP
Ishares Tr Tips Bd ETF

ETFs
-28
- 0.05%
$106.22 - $111.09 $2.97K - $3.11K
52K $5.78B
Activity Summary
Buys All Purchases 18 New Holdings 3 Increased Positions 15 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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