Waterway Wealth Management, LLC Incresed Positions in Q1 2025

Waterway Wealth Management, LLC

  • $240 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
25.3K
+ 62.44%
$554.06 - $615.85 $14M - $15.6M
65.9K $37B
Pimco Multisector Bond Active Exchange Traded Fund
310K
+ 116.64%
N/A
576K $15.2B
IWF
Ishares Russell 1000 Gr ETF

ETFs
9.16K
+ 80.71%
$360.07 - $417.26 $3.3M - $3.82M
20.5K $7.4B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
35.6K
+ 523.03%
$78.0 - $84.37 $2.78M - $3.01M
42.5K $3.39B
IVE
Ishares S&P 500 Value ETF

ETFs
13.2K
+ 488.42%
$185.78 - $198.58 $2.46M - $2.63M
16K $3.04B
MINO
Pimco ETF Tr Municipal Income

ETFs
50.6K
+ 22.11%
$44.44 - $45.83 $2.25M - $2.32M
279K $12.5B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
17.2K
+ 3.3%
$76.77 - $82.22 $1.32M - $1.41M
539K $42.7B
JPM
Jpmorgan Chase & CO

Financial Services
3.06K
+ 64.44%
$225.19 - $279.95 $688K - $856K
7.8K $1.91B
GOOGL
Alphabet Inc.

Communication Services
5.16K
+ 214.11%
$154.33 - $206.19 $796K - $1.06M
7.57K $1.17B
COP
Conocophillips

Energy
4.51K
+ 147.84%
$88.6 - $105.85 $400K - $478K
7.56K $794M
RE
Everest Re Group LTD

Financial Services
985
+ 92.75%
N/A
2.05K $744M
XOM
Exxon Mobil Corp

Energy
917
+ 7.09%
$105.44 - $118.93 $96.7K - $109K
13.9K $1.65B
MSFT
Microsoft Corp

Technology
1.21K
+ 25.65%
$375.39 - $447.2 $453K - $540K
5.92K $2.22B
CVX
Chevron Corp

Energy
363
+ 4.73%
$146.71 - $167.97 $53.3K - $61K
8.04K $1.35B
XLU
Utilities Sector Spdr

ETFs
2.32K
+ 17.65%
$74.7 - $80.27 $173K - $186K
15.5K $1.22B
SNA
Snap On Inc

Industrials
620
+ 75.43%
$324.09 - $358.62 $201K - $222K
1.44K $486M
JNJ
Johnson & Johnson

Healthcare
617
+ 14.95%
$142.06 - $167.7 $87.7K - $103K
4.75K $787M
VZ
Verizon Communications Inc

Communication Services
1.21K
+ 7.19%
$37.81 - $46.49 $45.6K - $56.1K
18K $815M
PG
Procter & Gamble CO

Consumer Defensive
687
+ 15.78%
$158.56 - $176.26 $109K - $121K
5.04K $859M
MDT
Medtronic PLC

Healthcare
710
+ 13.01%
$79.84 - $94.5 $56.7K - $67.1K
6.17K $554M
LLY
Eli Lilly & CO

Healthcare
110
+ 24.61%
$725.72 - $929.72 $79.8K - $102K
557 $460M
GS
Goldman Sachs Group Inc

Financial Services
211
+ 37.02%
$524.81 - $672.19 $111K - $142K
781 $426M
AMZN
Amazon Com Inc

Consumer Cyclical
1.43K
+ 23.61%
$190.26 - $242.06 $273K - $347K
7.5K $1.43B
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.79K
+ 12.04%
$39.18 - $43.52 $70.2K - $77.9K
16.7K $698M
NUE
Nucor Corp

Basic Materials
618
+ 13.57%
$114.48 - $142.52 $70.7K - $88.1K
5.17K $622M
V
Visa Inc.

Financial Services
91
+ 12.41%
$306.92 - $362.71 $27.9K - $33K
824 $289M
QCOM
Qualcomm Inc

Technology
329
+ 7.21%
$151.94 - $175.86 $50K - $57.9K
4.89K $751M
RTX
Raytheon Technologies Corp

Industrials
107
+ 5.46%
$114.1 - $135.66 $12.2K - $14.5K
2.07K $274M
SUB
Ishares Short Term National Mu

ETFs
420
+ 12.61%
$105.3 - $106.24 $44.2K - $44.6K
3.75K $396M
UNH
Unitedhealth Group Inc

Healthcare
63
+ 9.98%
$461.52 - $548.18 $29.1K - $34.5K
694 $364M
ADP
Automatic Data Processing Inc

Industrials
88
+ 8.33%
$286.85 - $318.64 $25.2K - $28K
1.15K $350M
COST
Costco Wholesale Corp

Consumer Defensive
30
+ 12.15%
$890.62 - $1076.86 $26.7K - $32.3K
277 $262M
HD
Home Depot, Inc.

Consumer Cyclical
100
+ 13.07%
$347.25 - $424.87 $34.7K - $42.5K
865 $317M
AVGO
Broadcom Inc.

Technology
1.3K
+ 41.28%
$167.43 - $244.7 $218K - $318K
4.45K $745M
Blackrock Inc Com
68
+ 6.72%
N/A
1.08K $1.02B
DOV
Dover Corp

Industrials
25
+ 1.16%
$174.65 - $206.43 $4.37K - $5.16K
2.18K $384M
WMT
Walmart Inc.

Consumer Defensive
95
+ 0.73%
$84.5 - $105.05 $8.03K - $9.98K
13.1K $1.15B
CAT
Caterpillar Inc

Industrials
85
+ 4.76%
$326.75 - $407.63 $27.8K - $34.6K
1.87K $617M
BBY
Best Buy CO Inc

Consumer Cyclical
147
+ 2.01%
$70.3 - $91.1 $10.3K - $13.4K
7.44K $548M
TSLA
Tesla, Inc.

Consumer Cyclical
266
+ 21.64%
$222.15 - $428.22 $59.1K - $114K
1.5K $387M
AAPL
Apple Inc.

Technology
453
+ 4.03%
$209.68 - $247.1 $95K - $112K
11.7K $2.6B
NVDA
Nvidia Corp

Technology
3.66K
+ 11.85%
$106.98 - $149.43 $391K - $546K
34.5K $3.74B
DFSV
Dimensional ETF Tr Dimensional

ETFs
849
+ 0.18%
$27.56 - $32.1 $23.4K - $27.3K
479K $13.5B
Activity Summary
Buys All Purchases 58 New Holdings 14 Increased Positions 44 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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