Watershed Private Wealth LLC Reduced Holdings in Q4 2024

Watershed Private Wealth LLC

  • $256 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-38.1K
- 22.74%
$96.64 - $101.23 $3.68M - $3.86M
130K $12.6B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-9.58K
- 13.53%
$49.79 - $51.14 $477K - $490K
61.2K $3.07B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-5.38K
- 30.09%
$55.45 - $61.08 $299K - $329K
12.5K $694M
VEA
Vanguard Ftse Developed Market

ETFs
-2.96K
- 5.79%
$47.57 - $52.44 $141K - $155K
48.1K $2.3B
MSFT
Microsoft Corp

Technology
-561
- 7.59%
$406.35 - $454.46 $228K - $255K
6.83K $2.88B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.41K
- 2.23%
$34.13 - $37.35 $48.1K - $52.6K
61.9K $2.11B
UNH
Unitedhealth Group Inc

Healthcare
-298
- 21.19%
$485.52 - $625.25 $145K - $186K
1.11K $561M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-366
- 0.59%
$44.04 - $49.49 $16.1K - $18.1K
61.9K $2.73B
IVE
Ishares S&P 500 Value ETF

ETFs
-1.12K
- 24.5%
$189.5 - $206.17 $213K - $232K
3.46K $661M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-1.1K
- 10.3%
$99.04 - $109.59 $109K - $121K
9.6K $956M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.35K
- 15.78%
$61.68 - $67.87 $207K - $228K
17.9K $1.11B
VTV
Vanguard Value ETF

ETFs
-8
- 0.02%
$168.32 - $181.87 $1.35K - $1.45K
36.6K $6.2B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-3.15K
- 44.34%
$55.73 - $66.16 $176K - $208K
3.95K $238M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.41K
- 6.45%
$26.63 - $30.23 $64.3K - $73K
35K $932M
IFRA
Ishares Tr

ETFs
-2.68K
- 5.91%
$45.94 - $51.71 $123K - $139K
42.8K $1.98B
IEMG
Ishares Inc

ETFs
-227
- 0.93%
N/A
24.3K $1.27B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.02K
- 15.02%
$113.92 - $127.38 $116K - $130K
5.78K $666M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.2K
- 2.91%
$20.55 - $23.26 $24.7K - $27.9K
40K $842M
DFIV
Dimensional ETF Tr

ETFs
-675
- 2.14%
$34.86 - $37.97 $23.5K - $25.6K
30.9K $1.1B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-226
- 0.68%
$38.37 - $42.82 $8.67K - $9.68K
32.8K $1.26B
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.46K
- 15.96%
$94.43 - $105.47 $138K - $154K
7.68K $779M
SPMD
Spdr Portfolio

ETFs
-1.62K
- 6.36%
$54.13 - $59.56 $87.7K - $96.5K
23.9K $1.31B
IXC
Ishares Tr Global Energy ETF

ETFs
-1.4K
- 10.94%
$36.95 - $43.06 $51.7K - $60.3K
11.4K $435M
BX
Blackstone Inc.

Financial Services
-550
- 30.54%
$148.45 - $199.05 $81.6K - $109K
1.25K $216M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-10
- 0.1%
$48.87 - $53.53 $489 - $535
10.5K $513M
IXUS
Ishares Tr

ETFs
-22
- 0.3%
$65.95 - $72.56 $1.45K - $1.6K
7.29K $482M
NEE
Nextera Energy Inc

Utilities
-2
- 0.06%
$69.77 - $85.43 $140 - $171
3.41K $244M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-139
- 3.89%
$75.1 - $82.99 $10.4K - $11.5K
3.44K $260M
IDEV
Ishares Core Msci Intl Develop

ETFs
-10
- 0.18%
$64.18 - $70.42 $642 - $704
5.53K $357M
TT
Trane Technologies PLC

Industrials
-41
- 3.85%
$369.35 - $419.14 $15.1K - $17.2K
1.02K $378M
DFAT
Dimensional ETF Tr U S Target

ETFs
-333
- 0.32%
$54.54 - $61.04 $18.2K - $20.3K
105K $5.83B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-15
- 2.05%
$563.99 - $620.12 $8.46K - $9.3K
717 $408M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-487
- 2.22%
$66.77 - $71.52 $32.5K - $34.8K
21.5K $1.48B
VO
Vanguard Mid Cap ETF

ETFs
-13
- 0.17%
$261.5 - $284.63 $3.4K - $3.7K
7.51K $1.98B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-6
- 0.09%
$124.26 - $134.12 $746 - $805
7.01K $901M
JPM
Jpmorgan Chase & CO

Financial Services
-326
- 7.84%
$205.18 - $250.29 $66.9K - $81.6K
3.83K $918M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-6.22K
- 2.93%
$49.03 - $53.35 $305K - $332K
206K $10.6B
CRM
Salesforce, Inc.

Technology
-397
- 11.47%
$270.87 - $367.87 $108K - $146K
3.06K $1.02B
VV
Vanguard Large Cap ETF

ETFs
-3
- 0.02%
$260.27 - $280.65 $781 - $842
15.5K $4.18B
AVGO
Broadcom Inc.

Technology
-175
- 5.67%
$159.67 - $250.0 $27.9K - $43.8K
2.91K $674M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-440
- 2.54%
$481.22 - $538.17 $212K - $237K
16.9K $8.64B
AAPL
Apple Inc.

Technology
-180
- 1.1%
$221.69 - $259.02 $39.9K - $46.6K
16.3K $4.07B
NVDA
Nvidia Corp

Technology
-2.69K
- 4.59%
$117.0 - $148.88 $314K - $400K
55.9K $7.5B
VUG
Vanguard Growth ETF

ETFs
-963
- 2.64%
$378.79 - $428.11 $365K - $412K
35.5K $14.6B
TSLA
Tesla, Inc.

Consumer Cyclical
-968
- 12.79%
$213.65 - $479.86 $207K - $465K
6.6K $2.66B
Activity Summary
Buys All Purchases 34 New Holdings 8 Increased Positions 26 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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