Watershed Private Wealth LLC Purchases and Sells in Q4 2025

Watershed Private Wealth LLC

$333 Billion
Q4 2025

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	21.1K + 32.61%	$182.87 - $189.72 $3.86M - $4.01M	85.9K $16.4B
SPMO	19.9K + 68.09%	$117.68 - $124.18 $2.34M - $2.47M	49.1K $5.85B
VWO	37.4K + 20.6%	$52.54 - $55.77 $1.97M - $2.09M	219K $11.8B
GOOG	2.81K + 24.48%	$237.49 - $291.74 $668K - $820K	14.3K $4.49B
AAPL	5.04K + 40.61%	$245.27 - $275.25 $1.24M - $1.39M	17.4K $4.74B
AGG	16.1K + 9.81%	$99.87 - $101.27 $1.61M - $1.63M	180K $18B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LULU	2.94K New	$160.66 - $181.39 $473K - $534K	2.94K $611M
TSM	1.42K New	$280.66 - $305.09 $398K - $433K	1.42K $431M
WFC	3.16K New	$77.62 - $87.3 $245K - $276K	3.16K $294M
ETN	801 New	$352.39 - $387.75 $282K - $311K	801 $255M
BAC	4.64K New	$48.65 - $54.11 $226K - $251K	4.64K $255M
MS	1.21K New	$151.86 - $169.92 $184K - $206K	1.21K $215M

Top Sells

Reduced Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QUAL	-30K - 40.36%	$191.01 - $199.18 $5.73M - $5.97M	44.3K $8.8B
EFV	-26.8K - 12.9%	$66.73 - $70.99 $1.79M - $1.9M	181K $12.9B
HYDB	-18.3K - 64.66%	$46.97 - $47.77 $861K - $875K	10K $474M
TLH	-2.86K - 4.56%	$102.37 - $105.36 $292K - $301K	59.8K $6.08B
OEF	-1.44K - 3.98%	N/A	34.7K $11.9B
VO	-269 - 3.93%	$286.27 - $296.23 $77K - $79.7K	6.58K $1.91B

Activity Summary All Purchases 51 New Holdings 7 Increased Positions 44 All Sells 35 Reductions 35 Sold out 0 Calls 0 Puts 0

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