Watershed Private Wealth LLC Purchases and Sells in Q1 2025

Watershed Private Wealth LLC

$250 Billion
Q1 2025

Top Buys

Incresed Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	38.2K + 29.48%	$95.85 - $99.25 $3.66M - $3.79M	168K $16.6B
OEF	12K + 200.07%	N/A	18K $4.88B
VTV	15.1K + 41.26%	$167.73 - $179.21 $2.54M - $2.71M	51.8K $8.94B
TLH	22.3K + 231.8%	$97.25 - $104.79 $2.16M - $2.33M	31.9K $3.31B
QUAL	12.3K + 18.61%	$168.16 - $186.21 $2.07M - $2.29M	78.3K $13.4B
VWO	31.2K + 50.43%	$42.5 - $46.71 $1.33M - $1.46M	93.1K $4.21B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITM	12.9K New	$45.21 - $46.67 $584K - $603K	12.9K $588M
PLTR	4.45K New	$64.98 - $124.62 $289K - $554K	4.45K $375M
SNOW	2.38K New	$146.16 - $192.78 $347K - $458K	2.38K $347M
LMT	733 New	$423.19 - $506.29 $310K - $371K	733 $327M
NVS	2.93K New	$97.14 - $115.57 $285K - $339K	2.93K $327M
ABBV	1.11K New	$169.2 - $216.66 $188K - $240K	1.11K $232M

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-5.05K - 6.5%	$554.06 - $615.85 $2.8M - $3.11M	72.6K $40.8B
EFG	-32.7K - 31.13%	$96.1 - $106.37 $3.15M - $3.48M	72.4K $7.24B
SPMO	-20.1K - 38.23%	$91.76 - $103.26 $1.85M - $2.08M	32.5K $3.01B
TLT	-18.6K - 78.19%	$85.29 - $92.57 $1.59M - $1.72M	5.2K $473M
NVDA	-1.47K - 2.63%	$106.98 - $149.43 $157K - $219K	54.4K $5.89B
MBB	-16.9K - 64.41%	$90.37 - $94.08 $1.52M - $1.59M	9.32K $874M

Activity Summary All Purchases 35 New Holdings 8 Increased Positions 27 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

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