Watershed Private Wealth LLC Purchases and Sells in Q2 2025

Watershed Private Wealth LLC

$275 Billion
Q2 2025

Top Buys

Incresed Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFV	44.9K + 24.73%	$52.4 - $64.65 $2.35M - $2.9M	226K $14.4B
VWO	64.3K + 69.04%	$39.89 - $49.46 $2.56M - $3.18M	157K $7.78B
QQQ	3.15K + 18.42%	$416.06 - $551.64 $1.31M - $1.74M	20.2K $11.2B
OEF	7.16K + 39.7%	N/A	25.2K $7.67B
VTV	10.8K + 20.81%	$153.67 - $176.74 $1.66M - $1.9M	62.5K $11.1B
QUAL	5.41K + 6.91%	$152.42 - $182.82 $824K - $989K	83.7K $15.3B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BNDX	61.8K New	$48.77 - $49.55 $3.01M - $3.06M	61.8K $3.06B
COIN	1.15K New	$151.47 - $375.07 $175K - $433K	1.15K $404M
IWD	1.43K New	$166.82 - $194.23 $238K - $277K	1.43K $277M
CMG	3.95K New	$45.98 - $56.15 $182K - $222K	3.95K $222M
LNG	829 New	$197.25 - $244.33 $164K - $203K	829 $202M

Top Sells

Reduced Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XCEM	-77K - 48.94%	$26.68 - $34.18 $2.05M - $2.63M	80.4K $2.75B
IVV	-8.96K - 12.33%	$498.8 - $620.9 $4.47M - $5.56M	63.7K $39.5B
AAPL	-3.57K - 22.07%	$172.42 - $223.89 $615K - $799K	12.6K $2.59B
AGG	-9.64K - 5.75%	$96.84 - $99.46 $934K - $959K	158K $15.7B
EMXC	-13.9K - 58.98%	$50.08 - $63.14 $696K - $878K	9.67K $611M
IEV	-9.62K - 73.7%	$51.8 - $64.59 $498K - $621K	3.43K $217M

Activity Summary All Purchases 23 New Holdings 5 Increased Positions 18 All Sells 66 Reductions 66 Sold out 0 Calls 0 Puts 0

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