Watershed Private Wealth LLC Sells in Q3 2024

Watershed Private Wealth LLC

  • $251 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HEFA
Ishares Currency Hedged Msci E

ETFs
-52K
- 87.1%
$32.34 - $35.85 $1.68M - $1.87M
7.7K $273M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-13.4K
- 65.01%
$92.63 - $105.69 $1.24M - $1.42M
7.23K $753M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-34.8K
- 35.84%
$41.9 - $48.26 $1.46M - $1.68M
62.2K $2.98B
NVDA
Nvidia Corp

Technology
-4.17K
- 6.65%
$98.91 - $134.91 $412K - $563K
58.5K $7.11B
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.48K
- 21.32%
$84.77 - $97.13 $210K - $240K
9.13K $875M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-414
- 36.13%
$523.84 - $572.02 $217K - $237K
732 $417M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.82K
- 45.87%
$106.11 - $113.72 $193K - $207K
2.15K $243M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.53K
- 41.46%
$75.32 - $84.37 $191K - $214K
3.57K $299M
VEA
Vanguard Ftse Developed Market

ETFs
-6.74K
- 11.66%
$47.6 - $53.31 $321K - $359K
51.1K $2.7B
GOOG
Alphabet Inc.

Communication Services
-155
- 2.18%
$149.54 - $192.66 $23.2K - $29.9K
6.96K $1.16B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.44K
- 17.47%
$105.53 - $118.34 $152K - $170K
6.8K $796M
IXC
Ishares Tr Global Energy ETF

ETFs
-1.47K
- 10.28%
$38.94 - $42.35 $57K - $62K
12.8K $518M
IVE
Ishares S&P 500 Value ETF

ETFs
-722
- 13.6%
$181.06 - $197.17 $131K - $142K
4.59K $904M
VBR
Vanguard Small Cap Value ETF

ETFs
-264
- 18.31%
$179.99 - $201.6 $47.5K - $53.2K
1.18K $237M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-4.62K
- 11.0%
$25.45 - $29.53 $118K - $137K
37.4K $1.09B
DFIV
Dimensional ETF Tr

ETFs
-2.51K
- 7.38%
$34.66 - $38.38 $87.1K - $96.4K
31.5K $1.2B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-947
- 10.61%
$55.51 - $61.51 $52.6K - $58.2K
7.98K $486M
CVX
Chevron Corp

Energy
-1
- 0.05%
$137.88 - $161.97 $138 - $162
2.02K $297M
ANET
Arista Networks, Inc.

Technology
-121
- 8.26%
$311.42 - $388.21 $37.7K - $47K
1.34K $516M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-165
- 7.78%
$95.81 - $109.03 $15.8K - $18K
1.96K $210M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.6K
- 5.45%
$36.98 - $41.55 $59K - $66.3K
27.7K $1.14B
DGS
Wisdomtree Emerging Markets Sm

ETFs
-180
- 1.69%
$48.46 - $54.37 $8.72K - $9.79K
10.5K $564M
JPM
Jpmorgan Chase & CO

Financial Services
-100
- 2.35%
$194.9 - $224.8 $19.5K - $22.5K
4.16K $877M
JNJ
Johnson & Johnson

Healthcare
-1
- 0.07%
$145.48 - $167.38 $145 - $167
1.42K $231M
IDEV
Ishares Core Msci Intl Develop

ETFs
-20
- 0.36%
$63.46 - $71.43 $1.27K - $1.43K
5.54K $393M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-3
- 0.09%
$97.19 - $109.09 $292 - $327
3.42K $370M
ACN
Accenture PLC

Technology
-2
- 0.29%
$295.44 - $355.81 $591 - $712
691 $244M
SPMD
Spdr Portfolio

ETFs
-951
- 3.6%
$50.29 - $54.92 $47.8K - $52.2K
25.5K $1.39B
MCD
Mcdonalds Corp

Consumer Cyclical
-4
- 0.49%
$245.82 - $304.51 $983 - $1.22K
817 $249M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-2
- 0.02%
$59.25 - $65.33 $119 - $131
9.28K $602M
NEE
Nextera Energy Inc

Utilities
-3
- 0.09%
$69.9 - $84.97 $210 - $255
3.41K $288M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-471
- 2.1%
$60.84 - $67.51 $28.7K - $31.8K
22K $1.48B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.52K
- 4.41%
$36.02 - $41.68 $54.9K - $63.5K
33K $1.36B
VO
Vanguard Mid Cap ETF

ETFs
-289
- 3.7%
$237.84 - $263.83 $68.7K - $76.2K
7.53K $1.99B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-180
- 0.88%
$89.91 - $101.33 $16.2K - $18.2K
20.4K $2B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-801
- 1.25%
$33.74 - $37.96 $27K - $30.4K
63.3K $2.38B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-45
- 0.11%
$19.78 - $23.53 $890 - $1.06K
41.2K $954M
VV
Vanguard Large Cap ETF

ETFs
-212
- 1.35%
$236.92 - $263.4 $50.2K - $55.8K
15.5K $4.08B
EFG
Msci Eafe Growth ETF

ETFs
-3.02K
- 3.33%
$96.84 - $108.77 $293K - $329K
87.8K $9.45B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-26
- 0.78%
$405.19 - $478.57 $10.5K - $12.4K
3.29K $1.51B
CAT
Caterpillar Inc

Industrials
-99
- 1.64%
$316.8 - $391.12 $31.4K - $38.7K
5.95K $2.33B
AAPL
Apple Inc.

Technology
-147
- 0.89%
$207.23 - $234.82 $30.5K - $34.5K
16.4K $3.83B
IVV
Ishares Core S&P 500 ETF

ETFs
-3.31K
- 4.25%
$520.18 - $576.82 $1.72M - $1.91M
74.6K $43B
VTV
Vanguard Value ETF

ETFs
-298
- 0.81%
$159.75 - $174.57 $47.6K - $52K
36.6K $6.4B
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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