Waterway Wealth Management, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $227 Billion distributed in 75 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Msci Eafe ETF with a value of $46.9B, Wisdomtree Tr U.S Largecap Div with a value of $40.6B, Ishares Core S&P 500 ETF with a value of $23.9B, Dimensional ETF Tr Dimensional with a value of $14.7B, and Ishares Core S&P Sm Cap ETF with a value of $11.3B.
Examining the 13F form we can see an decrease of $5.44B in the current position value, from $233B to 227B.
Waterway Wealth Management, LLC is based out at The Woodlands, TX
Below you can find more details about Waterway Wealth Management, LLC portfolio as well as his latest detailed transactions.
