Waterford Advisors, LLC Portfolio Holdings

Waterford Advisors, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $239 Million distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $44.5M, Vanguard Growth ETF with a value of $22.2M, Vanguard Value ETF with a value of $20.3M, Vanguard Ftse Developed Market with a value of $16.2M, and Schwab Fundamental Intl Large with a value of $15.6M.

Examining the 13F form we can see an increase of $2.88M in the current position value, from $236M to 239M.

Waterford Advisors, LLC is based out at Orchard Park, NY

Below you can find more details about Waterford Advisors, LLC portfolio as well as his latest detailed transactions.