Watershed Private Wealth LLC Purchases in Q3 2024

Watershed Private Wealth LLC

  • $251 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
108K
+ 142.21%
$51.72 - $57.96 $5.59M - $6.26M
184K $10.6B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
40.6K
+ 31.97%
$96.25 - $101.98 $3.91M - $4.14M
168K $17B
XCEM
Columbia ETF Tr Ii

ETFs
48.3K
+ 38.53%
$30.17 - $33.79 $1.46M - $1.63M
174K $5.67B
MUB
Ishares National Muni Bond ETF

ETFs
12K
+ 25.02%
$106.13 - $108.7 $1.28M - $1.31M
60K $6.52B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
15.1K
+ 7.66%
$44.24 - $49.47 $669K - $748K
212K $10.5B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.86K
+ 4.69%
$162.64 - $179.3 $465K - $512K
63.8K $11.4B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.17K
+ 7.26%
$434.77 - $502.96 $510K - $590K
17.3K $8.46B
VUG
Vanguard Growth ETF

ETFs
662
+ 1.85%
$341.08 - $391.94 $226K - $259K
36.5K $14B
TSLA
Tesla, Inc.

Consumer Cyclical
608
+ 8.74%
$191.76 - $263.26 $117K - $160K
7.57K $1.98B
DFAT
Dimensional ETF Tr U S Target

ETFs
2.97K
+ 2.91%
$51.0 - $57.07 $152K - $170K
105K $5.85B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.58K
+ 11.98%
$49.93 - $51.15 $378K - $388K
70.8K $3.62B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
5.85K
+ 48.6%
$56.04 - $62.99 $328K - $369K
17.9K $1.09B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.91K
+ 37.32%
$100.75 - $111.62 $293K - $325K
10.7K $1.17B
LLY
Eli Lilly & CO

Healthcare
398
New
$772.14 - $960.02 $307K - $382K
398 $353M
OEF
Ishares S&P 100 ETF

ETFs
783
+ 16.64%
$266.03 - $266.03 $208K - $208K
5.49K $1.52B
IFRA
Ishares Tr

ETFs
791
+ 1.77%
$41.55 - $46.97 $32.9K - $37.2K
45.4K $2.13B
IEV
Ishares Tr Europe ETF

ETFs
4.18K
New
$53.25 - $58.78 $223K - $246K
4.18K $244M
UNH
Unitedhealth Group Inc

Healthcare
259
+ 22.58%
$488.01 - $604.18 $126K - $156K
1.41K $822M
LMT
Lockheed Martin Corp

Industrials
386
New
$460.3 - $584.56 $178K - $226K
386 $226M
TMUS
T Mobile Us, Inc.

Communication Services
1.08K
New
$175.14 - $206.36 $189K - $222K
1.08K $222M
IWB
Ishares Tr Russell 1000 ETF

ETFs
705
New
$283.28 - $314.39 $200K - $222K
705 $222M
ABBV
Abb Vie Inc.

Healthcare
1.12K
New
$163.84 - $199.33 $183K - $222K
1.12K $220M
VNQ
Vanguard Specialized Funds Van

ETFs
2.24K
New
$82.97 - $98.97 $186K - $221K
2.24K $218M
MBB
Ishares Tr

ETFs
1.28K
+ 5.6%
$90.85 - $96.66 $116K - $123K
24.1K $2.31B
SHOP
Shopify Inc.

Technology
58
+ 0.44%
$52.26 - $80.75 $3.03K - $4.68K
13.2K $1.06B
Blackrock ETF Trust Ii
2.88K
+ 15.13%
N/A
21.9K $1.17B
IEFA
Ishares Tr

ETFs
1.4K
+ 12.44%
$70.09 - $78.74 $98.1K - $110K
12.7K $987M
AMZN
Amazon Com Inc

Consumer Cyclical
1.45K
+ 9.98%
$161.02 - $200.0 $233K - $290K
16K $2.98B
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.02K
+ 16.96%
$113.41 - $125.62 $115K - $128K
7.01K $881M
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.04%
$255.18 - $283.2 $766 - $850
7.62K $2.16B
IEMG
Ishares Inc

ETFs
276
+ 1.14%
$53.64 - $53.64 $14.8K - $14.8K
24.5K $1.41B
KKR
Kkr & Co. Inc.

Financial Services
22
+ 0.53%
$104.51 - $133.23 $2.3K - $2.93K
4.18K $546M
WMT
Walmart Inc.

Consumer Defensive
528
+ 12.46%
$66.91 - $81.4 $35.3K - $43K
4.76K $385M
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.31%
$333.64 - $405.2 $1.33K - $1.62K
1.3K $527M
V
Visa Inc.

Financial Services
15
+ 0.27%
$253.74 - $291.56 $3.81K - $4.37K
5.5K $1.51B
TT
Trane Technologies PLC

Industrials
9
+ 0.85%
$314.21 - $388.71 $2.83K - $3.5K
1.06K $414M
AVGO
Broadcom Inc.

Technology
2.79K
+ 963.45%
$136.27 - $1745.86 $381K - $4.88M
3.08K $532M
BX
Blackstone Inc.

Financial Services
106
+ 6.25%
$120.77 - $159.66 $12.8K - $16.9K
1.8K $276M
Grayscale Bitcoin Mini Tr Bt
10.8K
New
N/A
10.8K $60.7M
IXUS
Ishares Tr

ETFs
241
+ 3.41%
$64.9 - $73.35 $15.6K - $17.7K
7.31K $531M
HYDB
Ishares Tr Edge High Yield Def

ETFs
624
+ 6.79%
$46.14 - $48.06 $28.8K - $30K
9.81K $471M
MA
Mastercard Inc

Financial Services
30
+ 5.37%
$429.6 - $500.99 $12.9K - $15K
589 $291M
GWW
W.W. Grainger, Inc.

Industrials
2
+ 0.71%
$896.19 - $1044.18 $1.79K - $2.09K
282 $293M
TMO
Thermo Fisher Scientific Inc.

Healthcare
3
+ 0.83%
$531.86 - $624.21 $1.6K - $1.87K
365 $226M
SYK
Stryker Corp

Healthcare
10
+ 1.0%
$315.94 - $371.96 $3.16K - $3.72K
1.01K $365M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.38%
$801.83 - $917.05 $802 - $917
263 $234M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
304
+ 4.47%
$49.83 - $62.75 $15.1K - $19.1K
7.1K $409M
COIN
Coinbase Global, Inc.

Technology
5
+ 0.44%
$147.09 - $265.15 $735 - $1.33K
1.15K $206M
GOOGL
Alphabet Inc.

Communication Services
14
+ 0.38%
$148.65 - $191.18 $2.08K - $2.68K
3.65K $606M
Activity Summary
Buys All Purchases 51 New Holdings 9 Increased Positions 42 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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