Waterway Wealth Management, LLC Portfolio Holdings

Waterway Wealth Management, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $233 Billion distributed in 73 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 $48.3B, Wisdomtree Tr U.S Largecap Div with a value of $41.3B, Ishares Core S&P 500 ETF with a value of $21.8B, Dimensional ETF Tr Dimensional with a value of $14.1B, and Fidelity Covington Tr Msci Hea with a value of $11.5B.

Examining the 13F form we can see an increase of $29B in the current position value, from $204B to 233B.

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.