Watershed Private Wealth LLC Purchases in Q2 2025

Watershed Private Wealth LLC

  • $275 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
44.9K
+ 24.73%
$52.4 - $64.65 $2.35M - $2.9M
226K $14.4B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
64.3K
+ 69.04%
$39.89 - $49.46 $2.56M - $3.18M
157K $7.78B
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.15K
+ 18.42%
$416.06 - $551.64 $1.31M - $1.74M
20.2K $11.2B
BNDX
Vanguard Total International B

ETFs
61.8K
New
$48.77 - $49.55 $3.01M - $3.06M
61.8K $3.06B
OEF
Ishares S&P 100 ETF

ETFs
7.16K
+ 39.7%
N/A
25.2K $7.67B
VTV
Vanguard Value ETF

ETFs
10.8K
+ 20.81%
$153.67 - $176.74 $1.66M - $1.9M
62.5K $11.1B
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.41K
+ 6.91%
$152.42 - $182.82 $824K - $989K
83.7K $15.3B
EFG
Msci Eafe Growth ETF

ETFs
6.72K
+ 9.28%
$89.8 - $112.0 $603K - $752K
79.1K $8.86B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
14.7K
+ 46.1%
$97.29 - $105.63 $1.43M - $1.55M
46.5K $4.73B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
17.8K
+ 20.96%
$48.13 - $49.85 $856K - $886K
103K $5.03B
MUB
Ishares National Muni Bond ETF

ETFs
6.73K
+ 13.49%
$102.31 - $105.8 $688K - $712K
56.6K $5.92B
IXC
Ishares Tr Global Energy ETF

ETFs
15.1K
+ 140.84%
$34.69 - $42.32 $524K - $639K
25.8K $1.01B
SPY
Spdr S&P 500 ETF Trust

ETFs
232
+ 4.49%
$496.48 - $617.85 $115K - $143K
5.4K $3.34B
COIN
Coinbase Global, Inc.

Technology
1.15K
New
$151.47 - $375.07 $175K - $433K
1.15K $404M
IWF
Ishares Russell 1000 Gr ETF

ETFs
416
+ 12.61%
$320.42 - $424.58 $133K - $177K
3.72K $1.58B
Ishares Bitcoin Trust ETF
2.03K
+ 12.0%
N/A
18.9K $1.16B
IWD
Ishares Russell 1000 Val ETF

ETFs
1.43K
New
$166.82 - $194.23 $238K - $277K
1.43K $277M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.95K
New
$45.98 - $56.15 $182K - $222K
3.95K $222M
LNG
Cheniere Energy, Inc.

Energy
829
New
$197.25 - $244.33 $164K - $203K
829 $202M
Blackrock ETF Trust Ii
692
+ 2.2%
N/A
32.2K $1.7B
MBB
Ishares Tr

ETFs
137
+ 1.47%
$91.41 - $94.22 $12.5K - $12.9K
9.46K $888M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
15
+ 0.46%
$483.48 - $539.8 $7.25K - $8.1K
3.3K $1.6B
Activity Summary
Buys All Purchases 23 New Holdings 5 Increased Positions 18 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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