Brightwater Advisory LLC Sells in Q3 2025

Brightwater Advisory LLC

  • $146 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHP
Schwab Strategic Us Tips ETF

ETFs
-11.7K
- 3.2%
$26.44 - $27.1 $309K - $317K
354K $9.55B
KO
Coca Cola CO

Consumer Defensive
-284
- 5.26%
$65.67 - $71.67 $18.7K - $20.4K
5.12K $339M
AFL
Aflac Inc

Financial Services
-1.97K
- 6.86%
$98.09 - $111.7 $194K - $220K
26.8K $2.99B
ILCB
Ishares Morningstar U.S. Equit

ETFs
-931
- 13.52%
$85.66 - $92.67 $79.7K - $86.3K
5.96K $551M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-11
- 0.07%
$82.38 - $83.0 $906 - $913
15.9K $1.32B
TIP
Ishares Tr Tips Bd ETF

ETFs
-517
- 0.99%
$109.11 - $111.88 $56.4K - $57.8K
51.5K $5.73B
DWM
Wisdomtree Tr

ETFs
-366
- 3.04%
$62.79 - $66.96 $23K - $24.5K
11.7K $773M
VBR
Vanguard Small Cap Value ETF

ETFs
-77
- 4.15%
$195.41 - $212.37 $15K - $16.4K
1.78K $371M
XLF
Financial Sector Spdr

ETFs
-38
- 0.32%
$51.37 - $54.25 $1.95K - $2.06K
11.9K $641M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-32
- 1.18%
$132.9 - $142.03 $4.25K - $4.54K
2.67K $377M
JPM
Jpmorgan Chase & CO

Financial Services
-103
- 4.66%
$282.78 - $316.06 $29.1K - $32.6K
2.11K $664M
VT
Vanguard Total World Stk Index

ETFs
-332
- 4.21%
$128.41 - $138.03 $42.6K - $45.8K
7.56K $1.04B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-77
- 1.29%
$108.46 - $120.63 $8.35K - $9.29K
5.88K $699M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-450
- 2.68%
$181.56 - $190.33 $81.7K - $85.6K
16.3K $3.1B
MSFT
Microsoft Corp

Technology
-8
- 0.28%
$491.09 - $535.64 $3.93K - $4.29K
2.84K $1.47B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-280
- 1.23%
$87.29 - $93.61 $24.4K - $26.2K
22.5K $2.1B
VTI
Vanguard Total Stock Market Et

ETFs
-82
- 1.81%
$303.93 - $329.86 $24.9K - $27K
4.46K $1.46B
GOOG
Alphabet Inc.

Communication Services
-52
- 2.56%
$175.16 - $255.24 $9.11K - $13.3K
1.98K $483M
FNDA
Schwab Fundamental U S Small C

ETFs
-7.78K
- 5.27%
$28.75 - $31.93 $224K - $248K
140K $4.35B
VIG
Vanguard Dividend Appreciation

ETFs
-950
- 3.17%
N/A
29K $6.26B
IWD
Ishares Russell 1000 Val ETF

ETFs
-698
- 2.41%
$192.76 - $203.86 $135K - $142K
28.2K $5.75B
IJK
Ishares S&P Midcap 400 Growth

ETFs
-942
- 1.99%
$91.28 - $97.59 $86K - $91.9K
46.3K $4.44B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-337
- 1.01%
$122.57 - $132.57 $41.3K - $44.7K
33.1K $4.29B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-324
- 3.91%
$420.11 - $472.68 $136K - $153K
7.96K $3.73B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-840
- 1.42%
$49.43 - $54.52 $41.5K - $45.8K
58.4K $3.16B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-15K
- 4.39%
$23.82 - $25.84 $358K - $388K
327K $8.41B
VB
Vanguard Small Cap ETF

ETFs
-437
- 1.73%
$237.58 - $259.17 $104K - $113K
24.8K $6.3B
FNDB
Schwab Fundamental U S Broad M

ETFs
-6.19K
- 2.13%
$23.83 - $25.77 $148K - $160K
284K $7.32B
SPY
Spdr S&P 500 ETF Trust

ETFs
-367
- 2.75%
$617.65 - $666.84 $227K - $245K
13K $8.64B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-972
- 0.6%
$30.13 - $33.37 $29.3K - $32.4K
160K $5.34B
Activity Summary
Buys All Purchases 16 New Holdings 0 Increased Positions 16 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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