Waterway Wealth Management, LLC New Holdings in Q1 2025

Waterway Wealth Management, LLC

Stock	Shares change	Price Range	Shares Held
MUB Ishares National Muni Bond ETF ETFs	42.6K New	$104.71 - $107.69 $4.46M - $4.59M	42.6K $4.49B
IEFA Ishares Tr ETFs	13.9K New	$69.57 - $78.65 $967K - $1.09M	13.9K $1.05B
EVR Evercore Inc. Financial Services	4.2K New	$190.28 - $291.27 $799K - $1.22M	4.2K $839M
NKE Nike, Inc. Consumer Cyclical	9.78K New	$63.29 - $81.72 $619K - $799K	9.78K $621M
Ishares Bitcoin Trust ETF	8.03K New	N/A	8.03K $376M
HGV Hilton Grand Vacations Inc. Consumer Cyclical	7.63K New	$33.7 - $43.19 $257K - $329K	7.63K $285M
CB Chubb LTD Financial Services	850 New	$257.71 - $301.99 $219K - $257K	850 $257M
MA Mastercard Inc Financial Services	456 New	$504.67 - $576.31 $230K - $263K	456 $250M
ABT Abbott Laboratories Healthcare	1.76K New	$111.1 - $140.22 $195K - $246K	1.76K $233M
SAP Sap Se Technology	810 New	$241.4 - $293.69 $196K - $238K	810 $217M
BRK-B Berkshire Hathaway Inc Class B Financial Services	405 New	$442.66 - $534.52 $179K - $216K	405 $216M
VOO Vanguard Index Fds S&P 500 ETF ETFs	417 New	$507.05 - $563.67 $211K - $235K	417 $214M
GOOG Alphabet Inc. Communication Services	1.3K New	$156.06 - $207.71 $203K - $270K	1.3K $203M
GILD Gilead Sciences, Inc. Healthcare	1.8K New	$89.14 - $117.41 $160K - $211K	1.8K $201M

Get notified when there are updates to the investment portfolio of Waterway Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Waterway Wealth Management, LLC with notifications on news.