Waterford Advisors, LLC Reduced Holdings in Q1 2025

Waterford Advisors, LLC

Stock	Shares change	Price Range	Shares Held
BRK-A Berkshire Hathaway Inc Financial Services	-298 - 99.33%	$663000.0 - $801950.0 $198M - $239M	2 $1.6M
MGC Vanguard Mega Cap ETF ETFs	-1.62K - 6.25%	$199.2 - $222.69 $323K - $361K	24.3K $4.9M
SCHF Schwab Strategic Tr Intl Eqty ETFs	-43.3K - 16.87%	$18.36 - $20.51 $795K - $888K	213K $4.22M
AAPL Apple Inc. Technology	-51 - 0.61%	$209.68 - $247.1 $10.7K - $12.6K	8.32K $1.85M
NFG National Fuel Gas CO Energy	-3.69K - 55.16%	$60.71 - $79.19 $224K - $292K	3K $237K
RSP Invesco S&P 500 Equal Weight E ETFs	-723 - 4.45%	$169.43 - $182.84 $122K - $132K	15.5K $2.69M
MSFT Microsoft Corp Technology	-10 - 0.36%	$375.39 - $447.2 $3.75K - $4.47K	2.78K $1.04M
VB Vanguard Small Cap ETF ETFs	-16 - 0.44%	$217.89 - $252.64 $3.49K - $4.04K	3.65K $809K
AMZN Amazon Com Inc Consumer Cyclical	-72 - 6.33%	$190.26 - $242.06 $13.7K - $17.4K	1.07K $202K
HD Home Depot, Inc. Consumer Cyclical	-12 - 0.91%	$347.25 - $424.87 $4.17K - $5.1K	1.31K $479K
SCHE Schwab Strategic Tr Us Emergin ETFs	-2.89K - 5.47%	$25.81 - $28.52 $74.6K - $82.4K	49.9K $1.38M
VNQ Vanguard Specialized Funds Van ETFs	-422 - 1.98%	$85.55 - $94.34 $36.1K - $39.8K	20.9K $1.89M
PG Procter & Gamble CO Consumer Defensive	-10 - 0.78%	$158.56 - $176.26 $1.59K - $1.76K	1.27K $216K
SCHV Schwab Strategic Tr Us Large C ETFs	-2.27K - 1.53%	$25.77 - $27.6 $58.5K - $62.7K	146K $3.88M
XOM Exxon Mobil Corp Energy	-100 - 3.57%	$105.44 - $118.93 $10.5K - $11.9K	2.7K $321K

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