Waterway Wealth Management, LLC New Holdings in Q2 2025

Waterway Wealth Management, LLC

  • $331 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
24.5K
New
$45.98 - $56.15 $1.12M - $1.37M
24.5K $1.37B
DHR
Danaher Corp

Healthcare
6.06K
New
$174.64 - $205.16 $1.06M - $1.24M
6.06K $1.2B
CSGP
Costar Group, Inc.

Real Estate
14.8K
New
$72.62 - $83.22 $1.07M - $1.23M
14.8K $1.19B
ADBE
Adobe Inc.

Technology
2.95K
New
$340.0 - $420.68 $1M - $1.24M
2.95K $1.14B
KKR
Kkr & Co. Inc.

Financial Services
7.53K
New
$92.79 - $134.29 $699K - $1.01M
7.53K $1B
PWR
Quanta Services, Inc.

Industrials
2.41K
New
$239.47 - $381.26 $577K - $919K
2.41K $912M
BSX
Boston Scientific Corp

Healthcare
8.24K
New
$89.7 - $107.41 $739K - $885K
8.24K $885M
ECL
Ecolab Inc.

Basic Materials
3.24K
New
$225.65 - $270.95 $731K - $878K
3.24K $873M
NEE
Nextera Energy Inc

Utilities
12.1K
New
$64.11 - $75.0 $777K - $908K
12.1K $841M
SYK
Stryker Corp

Healthcare
2.1K
New
$337.37 - $395.63 $709K - $831K
2.1K $831M
STZ
Constellation Brands, Inc.

Consumer Defensive
5.04K
New
$160.0 - $195.62 $806K - $985K
5.04K $819M
Reddit Inc Cl A
5.4K
New
N/A
5.4K $813M
ISRG
Intuitive Surgical Inc

Healthcare
1.49K
New
$451.58 - $565.94 $674K - $845K
1.49K $811M
BURL
Burlington Stores, Inc.

Consumer Cyclical
3.32K
New
$215.78 - $270.12 $717K - $898K
3.32K $773M
ZTS
Zoetis Inc.

Healthcare
4.44K
New
$144.41 - $170.3 $640K - $755K
4.44K $692M
CTAS
Cintas Corp

Industrials
3.07K
New
$190.11 - $227.66 $584K - $699K
3.07K $684M
TJX
Tjx Companies Inc

Consumer Cyclical
5.44K
New
$119.13 - $135.03 $648K - $734K
5.44K $672M
CRM
Salesforce, Inc.

Technology
2.44K
New
$236.26 - $291.15 $577K - $711K
2.44K $666M
AMAT
Applied Materials Inc

Technology
3.49K
New
$126.95 - $183.52 $443K - $641K
3.49K $639M
ROL
Rollins Inc

Consumer Cyclical
11.1K
New
$50.65 - $58.58 $565K - $653K
11.1K $629M
UNP
Union Pacific Corp

Industrials
2.7K
New
$208.27 - $238.46 $563K - $644K
2.7K $621M
WM
Waste Management Inc

Industrials
2.65K
New
$216.47 - $242.1 $573K - $641K
2.65K $606M
EWL
Ishares Inc Msci Switzerlnd

ETFs
8.77K
New
$47.04 - $56.27 $412K - $493K
8.77K $480M
ORCL
Oracle Corp

Technology
1.99K
New
$122.82 - $218.63 $244K - $435K
1.99K $435M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.27K
New
$96.84 - $99.46 $219K - $225K
2.27K $225M
Activity Summary
Buys All Purchases 58 New Holdings 26 Increased Positions 32 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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