Great Waters Wealth Management Purchases and Sells in Q1 2025

Great Waters Wealth Management

11 operations

Stock	Shares change	Price Range	Shares Held
HON	5.78K + 48.78%	$202.75 - $226.52 $1.17M - $1.31M	17.6K $3.74B
MDT	2.74K + 22.02%	$79.84 - $94.5 $219K - $259K	15.2K $1.36B
COST	25 + 1.44%	$890.62 - $1076.86 $22.3K - $26.9K	1.76K $1.67B
TGT	1.11K + 64.76%	$103.65 - $142.5 $115K - $158K	2.82K $294M
TRV	27 + 1.99%	$232.43 - $265.13 $6.28K - $7.16K	1.38K $366M
SFL	5K + 50.0%	$8.11 - $11.12 $40.6K - $55.6K	15K $123M

4 operations

Stock	Shares change	Price Range	Shares Held
MCD	2.77K New	$279.74 - $321.29 $774K - $889K	2.77K $864M
BIZD	12.2K New	$16.18 - $17.82 $197K - $217K	12.2K $204M
QYLD	11.2K New	$16.57 - $18.85 $186K - $212K	11.2K $187M
GOGL	10K New	$7.66 - $10.06 $76.6K - $101K	10K $79.8M

67 operations

Stock	Shares change	Price Range	Shares Held
DFUS	-145K - 5.76%	$59.61 - $66.71 $8.62M - $9.65M	2.37M $143B
DFAS	-39K - 4.36%	$58.81 - $68.2 $2.29M - $2.66M	854K $51B
IWM	-17.3K - 13.6%	$198.1 - $229.79 $3.43M - $3.98M	110K $22B
BND	-74.5K - 11.95%	$71.17 - $73.66 $5.3M - $5.49M	549K $40.3B
DFAT	-30K - 4.29%	$50.44 - $58.1 $1.51M - $1.74M	670K $34.5B
DFIC	-173K - 14.79%	$25.54 - $28.79 $4.43M - $4.99M	998K $27.7B

Get notified when there are updates to the investment portfolio of Great Waters Wealth Management, based on Form 13F filings with the SEC.

Stay updated on Great Waters Wealth Management with notifications on news.