Waterford Advisors, LLC Purchases and Sells in Q1 2025

Waterford Advisors, LLC

$241 Million
Q1 2025

Top Buys

Incresed Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	13.4K + 3.72%	$47.4 - $52.99 $634K - $709K	373K $19M
VTV	5.77K + 4.27%	$167.73 - $179.21 $968K - $1.03M	141K $24.4M
VWO	5.78K + 3.12%	$42.5 - $46.71 $246K - $270K	191K $8.65M
FNDE	91 + 0.03%	$28.11 - $32.0 $2.56K - $2.91K	271K $8.34M
REET	14.2K + 4.99%	$23.24 - $25.16 $331K - $358K	300K $7.27M
SPY	552 + 66.67%	$551.42 - $612.93 $304K - $338K	1.38K $771K

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BNDX	328K New	$48.33 - $49.5 $15.8M - $16.2M	328K $16M
BSV	161K New	$76.94 - $78.28 $12.4M - $12.6M	161K $12.6M
BLV	132K New	$66.9 - $71.57 $8.81M - $9.43M	132K $9.28M
SCHZ	345K New	$22.46 - $23.26 $7.76M - $8.03M	345K $8M
MUB	37.2K New	$104.71 - $107.69 $3.9M - $4.01M	37.2K $3.93M
IBDQ	16.9K New	$25.05 - $25.16 $425K - $426K	16.9K $426K

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	-298 - 99.33%	$663000.0 - $801950.0 $198M - $239M	2 $1.6M
MGC	-1.62K - 6.25%	$199.2 - $222.69 $323K - $361K	24.3K $4.9M
SCHF	-43.3K - 16.87%	$18.36 - $20.51 $795K - $888K	213K $4.22M
AAPL	-51 - 0.61%	$209.68 - $247.1 $10.7K - $12.6K	8.32K $1.85M
NFG	-3.69K - 55.16%	$60.71 - $79.19 $224K - $292K	3K $237K
RSP	-723 - 4.45%	$169.43 - $182.84 $122K - $132K	15.5K $2.69M

Activity Summary All Purchases 19 New Holdings 8 Increased Positions 11 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Waterford Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waterford Advisors, LLC with notifications on news.