Waterford Advisors, LLC Reduced Holdings in Q2 2025

Waterford Advisors, LLC

  • $387 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-83K
- 96.28%
$498.8 - $620.9 $41.4M - $51.5M
3.21K $1.99M
VTV
Vanguard Value ETF

ETFs
-137K
- 97.37%
$153.67 - $176.74 $21.1M - $24.3M
3.71K $655K
VUG
Vanguard Growth ETF

ETFs
-60.8K
- 97.94%
$329.49 - $438.4 $20M - $26.7M
1.28K $561K
VEA
Vanguard Ftse Developed Market

ETFs
-372K
- 99.77%
$45.65 - $57.01 $17M - $21.2M
873 $49K
BNDX
Vanguard Total International B

ETFs
-325K
- 99.19%
$48.77 - $49.55 $15.9M - $16.1M
2.67K $132K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-597K
- 93.61%
$20.42 - $25.3 $12.2M - $15.1M
40.8K $1.03M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-156K
- 96.91%
$77.74 - $78.78 $12.1M - $12.3M
4.97K $390K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-190K
- 99.29%
$39.89 - $49.46 $7.57M - $9.38M
1.36K $67K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-332K
- 96.12%
$22.68 - $23.28 $7.53M - $7.73M
13.4K $310K
REET
Ishares Global Reit ETF

ETFs
-265K
- 88.51%
$21.59 - $25.16 $5.72M - $6.67M
34.4K $849K
MGC
Vanguard Mega Cap ETF

ETFs
-23.4K
- 96.39%
$179.23 - $224.92 $4.2M - $5.27M
877 $197K
MUB
Ishares National Muni Bond ETF

ETFs
-36.2K
- 97.2%
$102.31 - $105.8 $3.7M - $3.83M
1.04K $109K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-14.7K
- 95.09%
$152.93 - $181.74 $2.26M - $2.68M
762 $138K
VNQ
Vanguard Specialized Funds Van

ETFs
-17.2K
- 82.36%
$79.79 - $91.42 $1.37M - $1.57M
3.69K $328K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-49.9K
- 99.99%
$24.38 - $30.18 $1.22M - $1.51M
3 $0
FNDE
Schwab Fundamental Emerging Mk

ETFs
-57.6K
- 21.29%
$26.66 - $33.09 $1.54M - $1.91M
213K $7.03M
CARR
Carrier Global Corp

Industrials
-12.1K
- 90.22%
$55.55 - $75.83 $671K - $915K
1.31K $95K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-6.47K
- 69.95%
$72.96 - $90.39 $472K - $585K
2.78K $248K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-45.2K
- 21.22%
$17.76 - $22.1 $803K - $1M
168K $3.71M
MSFT
Microsoft Corp

Technology
-1.51K
- 54.36%
$354.56 - $497.45 $535K - $751K
1.27K $630K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-13.8K
- 81.51%
$25.04 - $25.18 $346K - $348K
3.13K $78K
AMGN
Amgen Inc

Healthcare
-582
- 55.91%
$262.28 - $309.85 $153K - $180K
459 $128K
EEM
Ishares Msci Emerging Markets

ETFs
-3.93K
- 79.04%
$38.52 - $48.28 $151K - $190K
1.04K $50K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.59K
- 20.61%
$22.27 - $29.21 $57.7K - $75.7K
9.99K $291K
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
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