Waterford Advisors, LLC Incresed Positions in Q2 2025

Waterford Advisors, LLC

  • $387 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
530K
+ 0.0%
$725400.0 - $809350.0 $384B - $429B
530K $386B
RTX
Raytheon Technologies Corp

Industrials
654K
+ 4377.57%
$113.75 - $148.48 $74.4M - $97.2M
669K $97.7M
VB
Vanguard Small Cap ETF

ETFs
379K
+ 10388.38%
$193.73 - $237.37 $73.4M - $90M
383K $90.7M
META
Meta Platforms, Inc.

Communication Services
89.1K
+ 19365.87%
$484.66 - $738.09 $43.2M - $65.8M
89.5K $66.1M
AAPL
Apple Inc.

Technology
268K
+ 3224.81%
$172.42 - $223.89 $46.2M - $60M
276K $56.7M
SHW
Sherwin Williams CO

Basic Materials
149K
+ 17010.42%
$313.51 - $363.51 $46.6M - $54M
149K $51.3M
SO
Southern CO

Utilities
349K
+ 13067.47%
$84.91 - $92.56 $29.6M - $32.3M
352K $32.3M
NFG
National Fuel Gas CO

Energy
300K
+ 9990.57%
$73.0 - $86.01 $21.9M - $25.8M
303K $25.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
21.6K
+ 1562.61%
$496.48 - $617.85 $10.7M - $13.3M
22.9K $14.2M
V
Visa Inc.

Financial Services
19.6K
+ 1533.44%
$308.27 - $373.31 $6.05M - $7.33M
20.9K $7.42M
URTH
Ishares Msci World ETF

ETFs
20.6K
+ 557.54%
$136.3 - $169.38 $2.8M - $3.48M
24.3K $4.11M
CAT
Caterpillar Inc

Industrials
7.44K
+ 848.23%
$273.94 - $388.21 $2.04M - $2.89M
8.32K $3.23M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
116K
+ 505.86%
$19.1 - $23.83 $2.22M - $2.77M
139K $3.31M
AMZN
Amazon Com Inc

Consumer Cyclical
8.18K
+ 768.17%
$167.32 - $223.3 $1.37M - $1.83M
9.25K $2.03M
NVDA
Nvidia Corp

Technology
8.01K
+ 133.24%
$94.31 - $157.99 $755K - $1.27M
14K $2.21M
XOM
Exxon Mobil Corp

Energy
14.4K
+ 531.31%
$99.93 - $119.04 $1.43M - $1.71M
17.1K $1.84M
JPM
Jpmorgan Chase & CO

Financial Services
3.72K
+ 172.42%
$210.28 - $289.91 $782K - $1.08M
5.88K $1.7M
OTIS
Otis Worldwide Corp

Industrials
8.26K
+ 123.42%
$90.88 - $104.3 $750K - $861K
14.9K $1.48M
PG
Procter & Gamble CO

Consumer Defensive
5.02K
+ 395.58%
$157.66 - $172.39 $791K - $865K
6.28K $1M
HD
Home Depot, Inc.

Consumer Cyclical
849
+ 64.91%
$335.24 - $380.78 $285K - $323K
2.16K $790K
MRK
Merck & Co., Inc.

Healthcare
3.48K
+ 108.54%
$73.47 - $87.12 $256K - $303K
6.69K $529K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
115
+ 18.95%
$456.74 - $568.03 $52.5K - $65.3K
722 $410K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.59K
+ 25.96%
$24.32 - $27.87 $63.1K - $72.3K
12.6K $333K
Activity Summary
Buys All Purchases 28 New Holdings 4 Increased Positions 24 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Waterford Advisors, LLC Portfolio

Follow Waterford Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email